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...
345 Views
Manawa Energy - Having Hydro Helps—1H24 Op Stats, Preview
We are expecting Manawa Energy's (MNW) 1H24 result to be a step-up on 1H23 aided by hydro generation volumes that are up +13% on a difficult prior...
358 Views
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...
538 Views
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.
415 Views
Power Points - Offshore Wind Brewing - August 2023
Electricity stocks continue to perform well despite interest rates edging higher and ASX futures prices edging lower as the market continues to...
332 Views