Power Points: Regulation Matters β July 2020
Power Points Regulation Matters β July 2020 June 2020 was dominated by the Electricity Authority's (EA) transmission pricing methodology (TPM)...
186 Views
Power Points: COVID Eliminated from Electricity β June 2020
Power Points COVIDΒ Eliminated from Electricity β June 2020 Looking at the electricity statistics for May 2020 and it is almost impossible to tell...
176 Views
Power Points: Priced to OUTPERFORM β May 2020
Power Points Priced to OUTPERFORM β May 2020 We are upgrading Meridian Energy (MEL) and Mercury (MCY) to OUTPERFORM in a sector-wide call that we...
254 Views
Equity Strategy: Institutional Model Portfolio
Equity Strategy Institutional Model Portfolio The near term outlook for both economic activity and markets remain highly uncertain, despite the...
405 Views
Power Points: Sector Powers Down β April 2020
Power Points Sector Powers Down β April 2020 The Electricity Sector has seen theΒ sharpest and largest fall in electricity demand in history,...
406 Views