In today’s briefing:
- Power Plays: Why Energy and Utilities Are the Strategic Winners of the Next Decade
- AUCTUS ON FRIDAY – 11/04/2025
- Furniture/Furnishings Weekly – Double, Double, Tariffs and Trouble
- KTX Zoom: US 1Q25E Earnings Results – APRIL 11, 2025
Power Plays: Why Energy and Utilities Are the Strategic Winners of the Next Decade
- Energy and Utilities sectors positioned for outperformance due to capital discipline, attractive valuations, and stable cash flows.
- Electrification and energy security create structural demand tailwinds, particularly benefiting regulated utility companies.
- As markets favor yield and quality over growth, these sectors offer income potential in a normalizing interest rate environment.
AUCTUS ON FRIDAY – 11/04/2025
- AUCTUS PUBLICATIONS Arrow Exploration (AXL LN/ CN)C; Target price of £0.70 per share: Stable production, 10% cash increase – Net production is currently exceeding 4.5 mboe/d, consistent with January levels.
- The CN HZ10 well, located in the northern area of the CN field, commenced production on 31 March, delivering 1,183 bbl/d of oil (591 bbl/d net to Arrow) with a 21% water cut from the Ubaque reservoir.
- The well is in the process of cleaning up, with the water cut gradually decreasing.
Furniture/Furnishings Weekly – Double, Double, Tariffs and Trouble
- Equity markets fell sharply on the administration’s new tariffs as the magnitude and scope exceeded the market’s expectations.
- Furniture and furnishings stocks, an industry with significant import exposure, were particularly hard hit.
- The WTR Commercial/Contract Furniture Index (-5.3%), the Residential Manufacturers & Suppliers Index (-12.0%) and the Home Goods Retailers Index (-14.0%) were all down as the S&P 500 and Dow 30 (-9.6%) and the R2K (-9.2%) were also hard hit by the news.
KTX Zoom: US 1Q25E Earnings Results – APRIL 11, 2025
- Technically, the SET Index is expected to move in a sideways-up pattern, with the resistance levels at 1,150/1,158/1,168 points (25-day EMA) and the support levels at 1,130/1,122 points.
- In the medium term, the index remains in a downtren within the 960-1,200-point range, searching for the bottom.
- In the short term, the index is expected to continue rising, targeting 1,158/1,168 points.
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