2024 ended with index considerations influencing short-term share prices, such that we have downgraded Contact Energy (CEN) to NEUTRAL and reiterate the buying opportunity in Mercury (MCY).
What is covered in the Full Insight:
Introduction to Index Opportunities
MSCI Index Implications for CEN and MCY
2024 Electricity Sector Events
Company Valuation Metrics
Takeover Developments: CEN and MNW
SUMMARY
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