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
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
Mercury - Watershed Result — FY23 Result
Mercury (MCY) reported a watershed result, with FY23 EBITDAF increasing +41% (+NZ$244m) on FY22 to NZ$836m, well ahead of guidance and our...
218 Views
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...
202 Views