Category

Utilities Sector

Aug 08
0

Daily Brief Utilities: American Water Works Co, Firstenergy Corp, Wec Energy Group and more

By | Daily Briefs, Utilities Sector

In today’s briefing:

  • American Water Works Masterplan: How Regulatory Wins
  • FirstEnergy: Initiation Of Coverage- Renewed Growth With Bold Push Into Data Centers & Transmission Expansion!
  • WEC Energy Group: Significant Capital Investment Plan to Remain Adaptable Amidst Evolving Industry Dynamics!

American Water Works Masterplan: How Regulatory Wins

By Baptista Research

  • American Water Works Company, Inc. reported an earnings per share (EPS) of $1.48 for the second quarter of 2025, an increase from $1.42 in the same quarter of the previous year.
  • For the first half of 2025, EPS reached $2.53 compared to $2.37 in the first half of 2024.
  • This growth has led the company to narrow its 2025 EPS guidance range to $5.70 to $5.75, suggesting strong business performance and anticipating a continuation of this trend into the remainder of the year.

FirstEnergy: Initiation Of Coverage- Renewed Growth With Bold Push Into Data Centers & Transmission Expansion!

By Baptista Research

  • FirstEnergy Corp’s second quarter 2025 earnings call reveals a mix of positive performance data and potential challenges moving forward.
  • The company reported GAAP earnings of $0.46 per share for the quarter, a significant increase from $0.08 in the second quarter of 2024, while core earnings were $0.52 per share, marginally up from $0.51 in the previous year.
  • This highlights stable performance, particularly bolstered by new base rates in Pennsylvania and increased investments in their transmission systems.

WEC Energy Group: Significant Capital Investment Plan to Remain Adaptable Amidst Evolving Industry Dynamics!

By Baptista Research

  • WEC Energy Group’s second quarter 2025 results reveal a blend of positives and challenges for potential investors to consider.
  • The company reported earnings per share of $0.76, marking a $0.09 increase from the second quarter of 2024.
  • This improvement is attributed to higher utility operations earnings and favorable weather conditions, though offset by increased depreciation and operating expenses.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free


Aug 07
0

Daily Brief Utilities: American Electric Power, Adani Green Energy, Carnegie Clean Energy and more

By | Daily Briefs, Utilities Sector

In today’s briefing:

  • American Electric Power (AEP): Regulatory & Legislative Developments As Significant Drivers For Future Performance!
  • Lucror Analytics – Morning Views Asia
  • CWGYF: Is Wave Energy Finally Ready For Prime Time?

American Electric Power (AEP): Regulatory & Legislative Developments As Significant Drivers For Future Performance!

By Baptista Research

  • American Electric Power’s (AEP) second quarter of 2025 showcased several pivotal developments and a strong financial performance, indicative of both strategic progress and growth potential.
  • This summary encapsulates the earnings call highlights, offering a balanced view of the company’s current state and future prospects.
  • First, AEP reported a record-breaking second quarter with operating earnings of $1.43 per share, a notable increase from the previous year’s $1.25 per share.

Lucror Analytics – Morning Views Asia

By Tanvi Arora

  • In today’s Morning Views publication we comment on developments of the following high yield issuers: Adani Green Energy
  • Front-end UST yields rose yesterday, following a soft auction of 3Y notes, as well as an unexpected increase in the prices component of the ISM services survey.
  • The yield on the 2Y UST increased 5 bps to 3.73%, while the yield on the 10Y UST was up 2 bps at 4.21%. Equities retreated, amid the weak ISM services data. The S&P 500 and Nasdaq fell 0.5% and 0.7%, respectively.

CWGYF: Is Wave Energy Finally Ready For Prime Time?

By Zacks Small Cap Research

  • Since the beginning of the Industrial Revolution, people have looked to the sea as a potential source of nearly unlimited, sustainable energy that rolls by our coasts every day in the form of wave energy.
  • As early as the 19th century, inventors began devising plans to harness this energy to power early mechanical devices inside mills, water pumps, and later, even small electrical systems.
  • However, despite the tantalizing appeal of this resource, wave energy has yet to be fully developed into a viable commercial alternative to mainstream renewable energy sources like wind and solar.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free


Aug 06
0

Daily Brief Utilities: Reliance Power and more

By | Daily Briefs, Utilities Sector

In today’s briefing:

  • All You Need to Know About Anil Ambani’s 17000Cr Loan Fraud Case

All You Need to Know About Anil Ambani’s 17000Cr Loan Fraud Case

By Nimish Maheshwari

  • Anil Ambani is being investigated by the ED for a massive INR 17,000 crore loan fraud case involving Reliance Group companies.
  • The case centers on allegations of fund diversion and financial irregularities related to loans from a consortium of nearly 20 public and private banks.
  • The investigation is being conducted under the PMLA, which involves even arrest and a parallel probe by SEBI into alleged fund diversion by Reliance Infrastructure.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free


Aug 04
0

Daily Brief Utilities: DTE Energy Company and more

By | Daily Briefs, Utilities Sector

In today’s briefing:

  • DTE Energy’s Data Center Bet Is Bold—Will Permits, Storage, & Tax Wins Deliver a Power Surge?

DTE Energy’s Data Center Bet Is Bold—Will Permits, Storage, & Tax Wins Deliver a Power Surge?

By Baptista Research

  • DTE Energy’s recent earnings emphasized both the strategic direction and financial health of the company as it navigates the evolving energy landscape.
  • The call highlighted leadership transitions, with Chairman and CEO Jerry Norcia preparing to hand over the CEO role to Joi Harris.
  • The structured transition plan appears wellorganized, ensuring continuity in leadership and strategic objectives.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free


Aug 01
0

Daily Brief Utilities: Centerpoint Energy and more

By | Daily Briefs, Utilities Sector

In today’s briefing:

  • CenterPoint Energy: An Insight Into Its Houston Revitalization & Infrastructure Development!

CenterPoint Energy: An Insight Into Its Houston Revitalization & Infrastructure Development!

By Baptista Research

  • CenterPoint Energy reported its financial performance for the second quarter of 2025 with a GAAP EPS of $0.30 and a non-GAAP EPS of $0.29, aligning with management’s expectations for the first half of the year.
  • The company reaffirmed its full-year non-GAAP EPS guidance range of $1.74 to $1.76, signifying an 8% growth at the midpoint compared to 2024.
  • Positive growth in their Houston Electric Service territory is driven by diverse economic factors, supporting a forecasted increase in peak demand by 50% by 2031.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free


Jul 31
0

Daily Brief Utilities: Gujarat Inds Power and more

By | Daily Briefs, Utilities Sector

In today’s briefing:

  • The Beat Ideas: GIPCL’s Strategic Shift – A New Dawn for Gujarat’s Energy Sector

The Beat Ideas: GIPCL’s Strategic Shift – A New Dawn for Gujarat’s Energy Sector

By Sudarshan Bhandari

  • GIPCL is executing a 2,375 MW renewable energy park at Khavda, marking a major shift from thermal to green energy. 
  • This transition is expected to improve EBITDA margins through lower operating costs and recurring O&M income. 
  • The shift enhances long-term visibility and positions GIPCL as a key player in Gujarat’s clean energy future, boosting investor confidence.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free


Jul 29
0

Daily Brief Utilities: Adani Energy Solutions, Nextera Energy and more

By | Daily Briefs, Utilities Sector

In today’s briefing:

  • Lucror Analytics – Morning Views Asia
  • NextEra Energy: An Insight Into Its Nuclear Development Opportunities & Key Growth Levers!

Lucror Analytics – Morning Views Asia

By Leonard Law, CFA

  • UST yields were largely stable on Friday, after long-dated yields erased 3-4 bps of increases during the day.
  • The UST curve flattened marginally, with the yield on the 2Y UST rising 1 bp to 3.92%, while the yield on the 10Y UST declined 1 bp to 4.39%.
  • The S&P 500 rose for the fifth straight day, and was up 0.4% at 6,389. 

NextEra Energy: An Insight Into Its Nuclear Development Opportunities & Key Growth Levers!

By Baptista Research

  • NextEra Energy, Inc.’s second quarter 2025 earnings presented a mixed picture of the company’s current financial performance and strategic positioning.
  • From a financial perspective, the company delivered robust results, with adjusted earnings per share (EPS) increasing by 9.4% year-over-year for the quarter and 9.1% for the first half of 2025.
  • This growth was mainly driven by strong performances at Florida Power & Light Company (FPL) and NextEra Energy Resources, as well as strategic infrastructure investment, which appears to be paying dividends.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free


Jul 24
0

Daily Brief Utilities: China Water Affairs and more

By | Daily Briefs, Utilities Sector

In today’s briefing:

  • Lucror Analytics – Morning Views Asia

Lucror Analytics – Morning Views Asia

By Leonard Law, CFA

  • In today’s Morning Views publication we comment on developments of the following high yield issuers: China Water Affairs, Rakuten Group, Nickel Industries
  • UST yields declined for a third straight day, albeit there were few macro catalysts. The yield on the 2Y and 10Y UST declined 3 bps each to 3.83% and 4.35%, respectively. Equities were mixed, as tech stocks retreated ahead of their earnings releases next week.
  • The S&P 500 rose 0.1% to 6,310, while the Nasdaq declined 0.4% to 20,893.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free


Jul 22
0

Daily Brief Utilities: Adani Energy Solutions and more

By | Daily Briefs, Utilities Sector

In today’s briefing:

  • Lucror Analytics – Morning Views Asia

Lucror Analytics – Morning Views Asia

By Leonard Law, CFA

  • In today’s Morning Views publication we comment on developments of the following high yield issuers: Adani Energy Solutions, Vedanta Resources, JSW Steel
  • UST yields declined on Friday, led by the front end, after Fed Governor Christopher Waller reiterated his case for a July rate cut and given lower-than-expected inflation projections in the University of Michigan survey.
  • The yield on the 2Y UST and 10Y UST fell 4 bps to 3.87% and 4.42%, respectively. Equities were steady at record high levels, with the S&P 500 and Nasdaq flat at 6,297 and 20,896, respectively.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free


Jul 21
0

Daily Brief Utilities: ENN Energy and more

By | Daily Briefs, Utilities Sector

In today’s briefing:

  • Merger Arb Mondays (21 Jul) – ENN Energy, HEC Pharma, Shibaura, Abacus Storage, Insignia, Zeekr

Merger Arb Mondays (21 Jul) – ENN Energy, HEC Pharma, Shibaura, Abacus Storage, Insignia, Zeekr

By Arun George

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars
Sign Up for Free