Industry Update - Energy Sector (Power) - November 27, 2024
We expect declining gas costs to increase the opportunity for EGAT to reclaim the outstanding Ft burden and pose upside risk to IU margins in 2025E.
387 Views
Global Power Synergy - In-Line 3Q24 Earnings with a Lack of Seasonal Catalysts and a Forex Loss
e maintain a Buy call and await new positive catalysts to support the stock price, such as growth potential in green energy (RE) and possible...
383 Views
Energy Absolute: Trying to Be a B+ Credit
Update on Energy Absolute 's probability of default shows high risk compared to peers using iRAP Global Plus PD Toolkit. No recommendation due to...
292 Views
Industry Update: Energy (Power) - September 25, 2024
The Energy Regulatory Commission (ERC) has announced the purchase of 2,180 MW under the RE2 program for the first lot, which includes up to 600 MW...
261 Views
Special Report: The Bigger the Fed Rate Cut, the Better for Cyclicals - SEPTEMBER 24, 2024
We expect that the Bank of America (BofA) Global Fund Manager Survey results for October will shift positively toward equities compared to the...
371 Views