公司概况 - Brookfield Renewable拥有全球最大的可再生能源平台，拥有超过31GW的产能，足以抵消法国碳排放量[1] - 公司的清洁能源组合产生大量自由现金流（去年前三季度达到8.4亿美元），支持支付具有吸引力的股息（目前收益率为4.8%）和继续投资扩张[2] - 公司在水电领域拥有悠久的历史，其母公司Brookfield Corporation拥有100多年的水电运营经验，2011年成立可再生能源子公司，当时86%的产能为水电[4] 可再生能源资产组合 - 尽管风能和太阳能是主要的可再生能源生产者，但公司60%的收入来自水力发电，水电是其最大的盈利来源[2] - Brookfield Renewable拥有全球多元化的可再生能源资产组合，包括水电、风能、大规模太阳能、分布式能源和可持续解决方案，水电是其最大的盈利来源[3] - 公司未来其他领域的收入将增长更快，目前在建、准备建设和先进阶段的项目将在未来几年内增加2.45亿美元的年度自由现金流，同时公司还进行了多项收购，增加了风能和太阳能收入[7] 未来发展展望 - 尽管水电长期以来一直是公司主要盈利来源，但未来可能会发生变化，公司目前有143GW的扩张项目待开发，包括风能、太阳能、能源储存和可持续解决方案项目[5] - 尽管公司未来可能不再依赖水电作为增长驱动力，但计划利用其他可再生技术和可持续解决方案来实现每股自由现金流年均增长超过10%，支持5%至9%的年度股息增长[9]

可再生能源市场 - 可再生能源市场增长迅速，已经达到了比煤炭和天然气更便宜的程度，尤其在中国等传统煤炭和天然气消费大国[3] 发展项目管道 - Brookfield Renewable Partners拥有庞大的发展项目管道，预计未来三年将部署18GW的项目，年度部署速度将达到7GW，显示其持续增长的潜力[6][7][8]

As the curtain opens in 2024, the focus on climate change and renewable energy intensifies. The International Energy Agency’s World Energy Outlook 2023 reveals a future where renewable sources will make up 50% of the global electricity mix by 2030. Hence, the shift toward a greener future is accelerating, and even after a tough year, renewable energy stocks are ready for a resurgence.Moreover, driven by the urgent need to address climate change, governments worldwide are progressively embracing renewable en ...

Brookfield Renewable (BEPC) (BEP 1.42%) is a cash flow machine. The renewable energy producer generates very stable cash flow backed by long-term power purchase agreements with utilities and large corporate buyers. It uses that cash to pay dividends and grow its portfolio of cash-producing clean energy assets.That strategy has paid off for shareholders over the years. Brookfield Renewable has consistently beaten the S&P 500:TimeframeBrookfield Renewable Annualized Total ReturnS&P 500 Annualized Total Return ...

The green revolution is making our future look clean and green. IEA’s new World Energy Outlook 2023 states that the world is set to change significantly by 2030. It also adds that the share of renewable energy will be 50% of the global electricity mix. Renewable energy is the way to go ahead and, although these energy stocks had a rough year and the companies couldn’t impress investors, it is time to reconsider them. The companies discussed here benefit from government subsidies, which allow for higher reve ...

thitivong Billionaire investor and CEO of the world's largest asset manager, BlackRock, Inc. (BLK) - Larry Fink - just had his company buy a large infrastructure business - Global Infrastructure Partners - for ~$12 billion. This is just the latest move in line with Mr. Fink's big bet on the global infrastructure sector, which he recently called: one of the most exciting long-term investment opportunities. In fact, beyond the value inherent in Global Infrastructure Partners' existing holdings, the plan is fo ...

公司股价表现 - Brookfield Renewable (BEP -1.79%) (BEPC -1.84%)是一家高收益股票，股价下跌近50%，但对于寻求 passsive income 的投资者来说，现在是一个绝佳的买入时机[1] - 公司股价的急剧下跌主要是由于估值达到不可持续的水平，以及2022年美联储的利率大幅上涨[2][3] 股息收益率和分配增长 - 尽管股价下跌，但Brookfield Renewable的股息收益率依然很高，分别为BEP近5%和BEPC近4.6%。公司自2012年以来每年以6%的复合年增长率增加分配[6] - 公司管理层对未来的分配增长非常有信心，预计可实现5%至9%的年增长率[7] 税务问题和总回报预期 - 尽管BEP的收益率较高，但投资有一些税务问题，而BEPC的股票则主要是为了避免这些问题[9] - 公司认为，它将能够实现12%至15%的总回报[10] 可再生能源资产和竞争力 - 公司约90%的现金流受到了13年期的电力购买协议的约束，大约70%的收入具有内置的通货膨胀升级器[8] - 随着对可再生能源的需求不断增长，公司有望在未来实现可观的增长[11] - 公司目前拥有全球约31,500兆瓦的水电、风能、太阳能和储能设施，开发管道中约有143,400兆瓦的可再生能源资产[13] - 总的来说，Brookfield Renewable在可再生能源领域具备强大的竞争力，对于寻求收入和增长的投资者来说，这支股票看起来是一个不错的选择[14]

Compound interest is a powerful wealth creator. For example, an investment that can deliver a 13% annual rate of return can double in value in less than six years. While 13% is an above-average return, many high-quality dividend stocks have delivered an average annual total return above that level over the past decade (and can continue doing so in the future). Prologis (PLD 0.17%) and Brookfield Renewable (BEPC -1.84%) (BEP -1.79%) are high-performing dividend stocks. They should have the fuel to double inv ...

文章核心观点 - 纳斯达克绿色能源指数ETF（NASDAQ:QCLN）同比下降约25%，表明可再生能源领域存在多种逢低买入的机会 [1] - 可再生能源行业具有强劲的基本面，预计到2031年复合年增长率将达到8.6%，并且公司受益于政府补贴，增强了盈利能力和股东价值 [1] 公司研究 Brookfield Renewable Partners (BEP) - Brookfield Renewable Partners在五大洲运营，涉及水电、风能、太阳能、分布式能源和可持续解决方案，为投资者提供前沿解决方案 [5] - 公司资产基础广泛，带来多元化收益，降低特异性风险 [5] - 过去一年公司出现亏损，但预计随着隐含利率下降，资本成本降低，资产表现将改善 [5] - 公司在第三季度额外投入22亿美元资本，计划将全年输出提升至5000兆瓦，并通过资产回收获得18亿美元收益，降低投资组合风险 [6] - BEP股票的市净率为1.33倍，股息收益率为5.15%，显示其高质量价值属性 [7] First Solar Inc (FSLR) - First Solar在光伏太阳能解决方案领域具有上游代表性，市场进入门槛较高，早期市场地位使其能够实现规模经济，排挤较小竞争对手 [10] - 公司近期第三季度业绩出色，从上一年的亏损转为盈利26840万美元，并在印度开设新制造工厂，增加3.3吉瓦的年产能，降低整体成本结构并提供高增长的新兴市场曝光 [10] - FSLR股票的市盈率仅为20.23倍，处于5年折扣约10%的水平，技术上突破50日均线，打破阻力边界 [12] Enphase Energy (ENPH) - Enphase Energy受益于美国住宅太阳能需求的反弹，结构性优势可能放大其回报 [15] - ENPH股票的市盈率增长比率为0.31倍，显示出合理的增长价格差距，市场可能在基本面改善后重新定价 [16]

halbergman/E+ via Getty Images It's unfortunately a partisan issue, but climate change is real and renewables have had the lowest levelized cost of electricity versus other competing technologies for a while now. The impact of this has seen and will continue to see an unprecedented boom in the rollout of onshore wind and utility-scale solar. There will need to be hundreds of billions of dollars invested up until the end of the decade and beyond in the US and other developed countries and Brookfield Renewabl ...