Electricity Sector - Sector Set for an Electric Shock
The electricity sector appears to have defied gravity over the past two years, generally tracking sideways despite interest rates steadily rising...
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Power Points - El Niño Blows Into Town — September 2023
September 2023 was a typical El Niño month resulting in record wind generation and strong hydro generation conditions for the lower South Island...
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Power Points - Costs Crescendo — September 2023
August 2023 share price performance for most of the generator/retailers was weak, resulting in dividend yield spreads climbing off record lows.
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Genesis Energy - Cost Crunch Tarnishes Record Result — FY23
Genesis Energy (GNE) delivered the expected record result, with FY23 EBITDAF up +19% on the record set in the prior year, but that was overshadowed...
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Electricity Sector - Step Change — FY23 Preview
We are expecting the largest ever, single year increase in the collective EBITDAF earnings of the big four generator/retailers, up +18% in FY23 to...
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