Electricity Sector: Water Winners & Water Woes — FY21 Preview
Electricity SectorWater Winners & Water Woes — FY21 Preview We expect Contact Energy (CEN) to report the strongest earnings in FY21 and be...
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Power Points: Rain Refills Southern Lakes — July 2021
Power PointsRain Refills Southern Lakes — July 2021 The end of the financial year for the big four generator/retailers will have been mixed, with...
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Mercury: Back to the Future — TPW Retail Joins the Fold
MercuryBack to the Future — TPW Retail Joins the Fold UNDERPERFORM Mercury's (MCY) NZ$441m acquisition of Trustpower's (TPW) retail business more...
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Mercury: It Hurts Being Caught Short
MercuryIt Hurts Being Caught Short UNDERPERFORM Mercury (MCY) has downgraded FY21 guidance -NZ$60m to NZ$460m, which is greater than we would have...
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Power Points: Wholesale Prices Power On — June 2021
Power PointsWholesale Prices Power On — June 2021 Whilst hydro conditions eased in May (lake levels are now ~70% of average vs. ~60% at month...
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