Power Points: Solar Still Shining Bright— June 2022
Power PointsSolar Still Shining Bright— June 2022 May 2022 saw recent trends continue — hydro storage declined (down -8pp to 73% of average),...
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AGL Energy’s Demerger Booklet Provides an Underwhelming Justification
While the IFA supports the demerger, the report is light on qualitative analysis. Mike Cannon-Brookes continues to gain retail support for a NO...
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AGL Energy’s Demerger Vote in the Balance with Grok Ventures’ Move
Mr Cannon-Brookes (11.28% stake) will vote against the demerger scheme on 15 June. The rationale for the demerger remains unconvincing. Our SoTP...
286 Views
S&P Global Clean Energy Index: Changes for Asia & Impact
There are 12 adds for Asia as a part of the S&P Global Clean Energy Index rebal, plus other changes. There have not been any big price moves since...
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Power Points: Interest Rate and Hydro Squeeze — April 2022
Power PointsInterest Rate and Hydro Squeeze — April 2022 Rising interest rates squeeze dividend spreads to record lows, March movements indicate...
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