Power Points: Looking Ahead to 2022—January 2022
Power PointsLooking Ahead to 2022—January 2022 December 2021 capped the year with low electricity demand, low wholesale electricity prices and...
1.3k Views
Power Points: Prices Yield to Rising Interest Rates—Dec 2021
Power PointsPrices Yield to Rising Interest Rates—Dec 2021 Downward pressure on electricity share prices likely to continue through to the end of...
1.4k Views
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%...
1.4k Views
Trustpower: Treading Water Before Manawa — 1H22 Result
TrustpowerTreading Water Before Manawa — 1H22 Result UNDERPERFORM Trustpower (TPW) produced a good 1H22 result, with increased hydro generation...
545 Views
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...
458 Views