Electricity Sector: Is Electricity Offering Value Again?
Electricity SectorIs Electricity Offering Value Again? In our view, not yet. Whilst electricity share prices are generally down -10% to -15%...
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Meridian Energy: Consortium Shells Out For MEL Australia
Meridian EnergyConsortium Shells Out For MEL Australia UNDERPERFORM Following its strategic review, Meridian Energy (MEL) has announced the sale...
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Meridian Energy: Australia Sale Likely to Yield Special Dividend
Meridian EnergyAustralia Sale Likely to Yield Special Dividend UNDERPERFORM Meridian Energy's (MEL) Australian business sale process is nearing a...
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Power Points: Interest Rate Pressures Rising — November 2021
Power PointsInterest Rate Pressures Rising — November 2021 Rising interest rates continue to place downward pressure on electricity stocks with...
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Electricity Sector: Smoking Gun Missing, But Risks Remain
Electricity SectorSmoking Gun Missing, But Risks Remain Surprisingly, the Electricity Authority's (EA) main concern from its wholesale...
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