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bearish
Power Points - Getting Very Thirsty—March 2025
Recent share price declines have increased the sector’s attractiveness, particularly Meridian Energy (MEL), which we upgrade to OUTPERFORM.
What is covered in the Full Insight:
- Introduction to the Sector
- Impact of Recent Share Price Declines
- Current Hydrological Conditions
- Wholesale Electricity Market Trends
- Future Investment and Generation Plans
SUMMARY
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Full Insight
(Paid Plans Only, 56-minute read)
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Forsyth Barr
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