Power Points: Regulation Matters — July 2020
Power Points Regulation Matters — July 2020 June 2020 was dominated by the Electricity Authority's (EA) transmission pricing methodology (TPM)...
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Power Points: Priced to OUTPERFORM — May 2020
Power Points Priced to OUTPERFORM — May 2020 We are upgrading Meridian Energy (MEL) and Mercury (MCY) to OUTPERFORM in a sector-wide call that we...
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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...
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Power Points: Sector Powers Down — April 2020
Power Points Sector Powers Down — April 2020 The Electricity Sector has seen the sharpest and largest fall in electricity demand in history,...
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Equity Strategy: The Dividend Hit Has Only Just Started
Equity Strategy The Dividend Hit Has Only Just Started The politics of dividend distribution will heavily influence how corporates navigate...
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