Daily Brief Utilities: Constellation Energy , PT Perusahaan Listrik Negara and more

In today’s briefing:

Constellation Energy: Riding The Electrification Wave with Nuclear Certainty & Revenue Resilience!
Lucror Analytics – Morning Views Asia

Constellation Energy: Riding The Electrification Wave with Nuclear Certainty & Revenue Resilience!

Constellation Energy Corporation’s first-quarter earnings provided a detailed view into its financial and operational positions, as well as strategic undertakings in the current energy landscape.
The company reported GAAP earnings of $0.38 per share and adjusted operating earnings of $2.14 per share, indicating a strong performance characterized by a robust commercial outcome and effective portfolio management against market volatility.
Baptista Research looks to evaluate the different factors that could influence the company’s price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

In today’s Morning Views publication we comment on developments of the following high yield issuers: Perusahaan Listrik (PLN), Vedanta Resources
US treasuries ended little changed yesterday. Yields inched down earlier in the day, after the Fed retained its projections for two rate cuts this year, but rebounded after Fed Chairman Jerome Powell reiterated the risk of higher inflation from tariffs. The yield on the 2Y UST fell 1 bp to 3.94%, while that on the 10Y UST was unchanged at 4.39%.
Similarly, equities ended flat, as a rally fizzled out following Mr Powell’s latest warning on tariffs. The S&P 500 was unchanged at 5,981, while the Nasdaq edged up 0.1% to 19,546. The US market is closed for Juneteenth today.

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