While it doesn't look like it's set to explode, we are watching how much debt its taking on ahead of assets generating cash flows.In this video, Motley Fool contributors Jason Hall and Tyler Crowe break down how one of their favorite stocks, Brookfield Renewable (BEP -1.89%) (BEPC -1.20%), has taken on more debt leverage in recent years ahead of new renewable energy investments coming online and generating a return, why they aren't concerned for now, and what it would take for that to change.*Stock prices u ...

政策环境 - Brookfield Renewable在美国清洁能源政策讨论中处于转折点 2022年通胀削减法案形成的政策氛围为行业带来结构性变化 [1] 市场定位 - 公司被归类为具有长期财富创造潜力的标的 聚焦于被低估的高增长企业和高股息标的 同时覆盖房地产信托基金及绿色能源领域 [1] 行业趋势 - 股票市场作为长期财富创造的机制 价格日常波动会累积形成显著的财富效应 清洁能源行业是重点布局方向之一 [1]

公司分析 - Brookfield Renewable Corporation在TSX和NYSE上市 交易代码分别为BEPUNCA BEPC和BEP [1] - 公司拥有高质量资产组合 并具备持续增长潜力 [1] - 当前股息收益率超过5% 估值处于合理水平 [1] 行业前景 - 电力行业正处于长期牛市 为公司发展提供有利环境 [1]

BROOKFIELD RENEWABLE CORPORATION CONSOLIDATED STATEMENTS OF FINANCIAL POSITION | UNAUDITED (MILLIONS) | Notes | | March 31, 2025 | | December 31, 2024 | | --- | --- | --- | --- | --- | --- | | Assets | | | | | | | Current assets | | | | | | | Cash and cash equivalents | 11 | $ | 614 | $ | 624 | | Restricted cash | 12 | | 14 | | 39 | | Trade receivables and other current assets | 13 | | 858 | | 933 | | Financial instrument assets | 2 | | 107 | | 102 | | Due from related parties | 16 | | 1,197 | | 1,404 | | A ...

All amounts in U.S. dollars unless otherwise indicated BROOKFIELD, News, May 02, 2025 (GLOBE NEWSWIRE) -- Brookfield Renewable Partners L.P. (TSX: BEP.UN; NYSE: BEP) (“Brookfield Renewable Partners”, "BEP") today reported financial results for the three months ended March 31, 2025. “We had a strong start to the year, delivering record results from our large, highly contracted, global operating fleet, which is now approaching 45,000 megawatts diversified across the lowest cost energy technologies. We were al ...

When it comes to artificial intelligence stocks, a lot of the early investment attention has been focused on semiconductor chip designer Nvidia (NVDA 4.11%), and its stock price has spiked as a result. But lately, its price has become somewhat volatile. There's nothing inherently wrong with Nvidia, which designs many of the best chips used to power artificial intelligence (AI). It isn't shocking for a hot investment theme like AI to be expensive and volatile. But some investors care about valuation or prefe ...

The U.S. is going to need a lot more electricity in the coming years. Demand drivers such as artificial inteligence (AI) data centers, the onshoring of manufacturing, and the electrification of everything will power a 55% surge in electricity demand by 2040, according to some estimates. Given the continued concerns surrounding climate change, this power will need to come from cleaner sources, including renewables, natural gas, and nuclear. This forecast makes energy companies focused on supporting growing e ...

There are three types of dividend stocks: those that don't change their dividend payments, those that have cut or eliminated their payouts, and those that initiate and grow their dividends. That last of those groups has significantly outperformed other dividend stocks over the long term: | Dividend Policy | | Returns | | --- | --- | --- | | Dividend growers and | 10.2% | | | initiators | | | | No change in dividend policy | 6.8% | | | Dividend cutters and | (0.9%) | | | eliminators | | | Given the returns d ...

财务报告与信息披露 - 2024年12月31日结束的三年期间各年的现金流等相关内容将被提供，同时有独立注册公共会计师事务所的报告以及管理层对BEP在2024年和2023年12月31日的讨论与分析[22] - Form 20 - F包含关于布鲁克菲尔德可再生能源公司业务和运营的前瞻性陈述[70] - 前瞻性陈述涉及公司资产质量、现金流弹性、财务表现等多方面[70] - 诸多因素可能导致实际结果与前瞻性陈述存在重大差异[72][73][74] - Form 20 - F中的财务信息以美元呈现，按IFRS编制，除非另有说明[78] - 非IFRS指标不能作为评估公司业绩的唯一标准，应结合IFRS财务报表分析[81] - 调整后EBITDA和运营资金与净收入（亏损）的调节情况在相关项目中呈现[82] - 关于市场风险的定量和定性披露见Form 20 - F中相关项目[1244] - 历史业绩和市场数据可能无法预示公司未来结果[77] 协议相关 - 2020年12月30日的BRELP第四份修订和重述有限合伙协议会不时修订[28] - 2023年5月5日的修订和重述关系协议由Brookfield Corporation、BEP、BRELP、服务提供商等签署[33] - “BEP's limited partnership agreement”指2016年5月3日的BEP第四份修订和重述有限合伙协议，会不时修订[23] 票据发行 - 2021年4月15日，NA Holdco发行利率为4.625%的1系列永续次级票据[61] - 2021年12月9日，NA Holdco发行利率为4.875%的2系列永续次级票据[61] - 2024年3月25日，NA Holdco发行利率为7.250%的3系列永续次级票据[62] 股份分配与相关概念 - 2020年7月30日，BEP向2020年7月27日登记在册的BEP单位持有人分配BEPC可交换股份[63] - “Funds From Operations”指调整后的EBITDA减去利息、当期所得税、管理服务成本和向优先有限合伙人的分配等[45] - “BEPC”在2024年12月24日前指Brookfield Renewable Holdings Corporation，之后指Brookfield Renewable Corporation[23] - 每个BEPC可交换股份旨在提供与一个BEP单位相当的经济回报[76] - BEPC可交换股份的市场价格将受BEP单位市场价格和公司整体业务表现影响[76]

文章核心观点 - 可再生能源行业前景向好，建议投资者考虑长期持有Brookfield Renewable股票 [1][5] 可再生能源行业发展情况 - 美国电动汽车销量从2021年的29.4万辆增至2024年的140万辆，公用事业公司探索风能和太阳能等替代能源，美国太阳能装置加速安装，2024年商业和公用事业规模的安装量激增 [2] - 美国许多州大部分电力来自可再生能源，爱荷华州、南达科他州和堪萨斯州可再生能源占年发电量的比例超50% [3] - 2025年替代或可再生电源不仅价格有竞争力，且发电成本往往低于燃煤或天然气发电厂 [4] Brookfield Renewable公司情况 - 该公司在全球开发、建设和运营清洁能源发电机，约三分之二业务在北美，欧洲和南美也是其巨大市场，产品组合涵盖太阳能、风能和储能解决方案，水电大坝业务占比较大 [6] - 公司是全球最大的可再生能源专家之一，运营容量约37GW，另有200GW正在开发中，相比之下，杜克能源容量55GW，其中可再生能源仅9GW，联合爱迪生公司0.8GW几乎全部来自天然气发电 [7] - 2024年全年销售额增长6%，运营资金增长10%，但股价在过去一年下跌6%，而标准普尔500指数上涨23%，其股票以14.5倍运营资金的低价交易 [12][13] 行业增长催化剂 - 企业数据中心能耗大，人工智能繁荣增加了电费，“神奇七侠”中的云计算巨头是清洁能源的四大买家，均为Brookfield的客户 [9] - 加密货币行业在去年4月比特币减半事件后回升，比特币矿工为获取收益投资更多计算机和更强电力供应，Brookfield可为该行业领先企业提供服务 [10]