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...
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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...
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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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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...
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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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