AGL Energy’s Demerger Vote in the Balance with Grok Ventures’ Move
Mr Cannon-Brookes (11.28% stake) will vote against the demerger scheme on 15 June. The rationale for the demerger remains unconvincing. Our SoTP...
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S&P Global Clean Energy Index: Changes for Asia & Impact
There are 12 adds for Asia as a part of the S&P Global Clean Energy Index rebal, plus other changes. There have not been any big price moves since...
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Power Points: Interest Rate and Hydro Squeeze — April 2022
Power PointsInterest Rate and Hydro Squeeze — April 2022 Rising interest rates squeeze dividend spreads to record lows, March movements indicate...
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Power Points: Back to the Futures — March 2022
Power PointsBack to the Futures — March 2022 February 2022 was a strong month in the market for electricity stocks, with all of the big four...
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Mercury: Attention to Detail — 1H22 Result
MercuryAttention to Detail — 1H22 Result UNDERPERFORM Mercury (MCY) reported a messy 1H22 operating result. Whilst headline EBITDAF of NZ$242m...
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