Power Points: Priced to OUTPERFORM — May 2020
Power Points Priced to OUTPERFORM — May 2020 We are upgrading Meridian Energy (MEL) and Mercury (MCY) to OUTPERFORM in a sector-wide call that we...
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Tilt Renewables: Wholesale Pressure Offsets COVID Immunity
Tilt Renewables Wholesale Pressure Offsets COVID Immunity OUTPERFORM In this Tilt Renewables (TLT) update, the lower outlook for electricity prices...
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Power Points: Sector Powers Down — April 2020
Power Points Sector Powers Down — April 2020 The Electricity Sector has seen the sharpest and largest fall in electricity demand in history,...
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Electricity Sector: COVID-19's Modest Electric Shock
Electricity Sector COVID-19's Modest Electric Shock The Electricity Sector is resilient and we expect it to weather the COVID-19 storm well....
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Power Points: Silver Linings — March 2020
Power Points Silver Linings — March 2020 February 2020 was an interesting time for both the wholesale electricity market and the electricity stocks...
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