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Contact Energy (CEN NZ)
Watchlist
145
Analysis
Utilities
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New Zealand
Contact Energy Limited is a diversified and integrated energy company which focuses on the generation of electricity and the sale of electricity and gas in New Zealand.
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bullish
•
Thematic (Sector/Industry)
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08 Feb 2024 07:23
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Broker
Power Points - Clean Car Discount Cuts Sales—February 2024
January 2024 saw a good top-up of hydro lakes, easing near-term hydro generation concerns, strong electricity demand growth and EV sales collapsing...
Forsyth Barr
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129 Views
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bearish
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Thematic (Sector/Industry)
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01 Feb 2024 06:46
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Broker
Electricity Sector - Earnings Growth Stalls — 1H24 Sector Preview
We expect combined 1H24 EBITDAF to be slightly down on 1H23, but the prior period benefitted from record-high North Island hydro generation.
Forsyth Barr
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200 Views
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bullish
•
Thematic (Sector/Industry)
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11 Jan 2024 06:58
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Broker
Power Points - Dry January Not What the Sector Wants — January 2024
December 2023 saw hydro lake levels fall, wholesale electricity prices rise, and more thermal generation being used; the market will be keen to...
Forsyth Barr
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250 Views
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bullish
•
Thematic (Sector/Industry)
•
08 Dec 2023 07:13
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Broker
Power Points - Building Boom Set to Continue — Dec 2023
Looking to 2024, we expect 2.0TWh+ of generation to start construction, which is in addition to the ~3.4TWh under construction.
Forsyth Barr
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506 Views
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bearish
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Origin Energy
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23 Nov 2023 16:17
Origin Energy (ORG AU): Brookfield/EIG’s Latest Effort Falls Flat
The alternative transaction structure will struggle to gain support. We think a reasonable deal break price is A$7.40, an 11% downside to the last...
Arun George
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432 Views
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