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Brookfield Renewable to Host Second Quarter 2025 Results Conference Call
Globenewswire· 2025-06-30 21:41
Webcast BROOKFIELD, News, June 30, 2025 (GLOBE NEWSWIRE) -- Brookfield Renewable (NYSE: BEP, BEPC; TSX: BEP.UN, BEPC) ("Brookfield Renewable") will hold its Second Quarter 2025 Conference Call and Webcast on Friday, August 1, 2025 at 9:00 a.m. ET to discuss results and business initiatives. Results will be released on Friday, August 1, 2025 at approximately 7:00 a.m. ET and will be available on our website at https://bep.brookfield.com under "Press Releases". Participants can join by conference call or webc ...
Ameren unveils new hybrid energy center combining natural gas and energy storage to supply reliable energy when Missouri needs it most
Prnewswire· 2025-06-27 17:56
Site will create jobs, power thousands of homesST. LOUIS, June 27, 2025 /PRNewswire/ -- Ameren Missouri, a subsidiary of Ameren Corporation (NYSE: AEE), is taking the next step in its generation investment plan to enhance energy reliability for customers by filing an application with the Missouri Public Service Commission that includes a first-of-its-kind project for the company. The application involves the construction of an 800-megawatt (MW) simple-cycle natural gas energy center complemented by Ameren M ...
Vistra or Southern Company: Which Utility Stock Offers Better Upside?
ZACKS· 2025-06-27 01:11
行业概况 - 电力公用事业行业因稳定的现金流和受监管的商业模式而具备投资吸引力 长期电力购买协议可抵御经济周期波动 电力需求增长和系统性资本投入提升运营效率 支撑稳定盈利和持续分红能力 [1] - 行业正处于能源转型期 多家公司积极投资清洁能源基础设施(太阳能 风能 电池储能及电网现代化) 早期布局可再生能源和低碳技术的企业将受益于市场扩张和燃料成本波动降低 [2] 公司比较:Vistra Corp (VST) vs The Southern Company (SO) 战略定位 - Southern Company通过受监管业务和清洁能源战略投资提供长期价值 拥有多元化发电结构 强大客户群和有利监管环境 在核能扩张和可再生能源整合方面表现突出 [3] - Vistra通过收购Energy Harbor强化核能资产布局 成立零碳发电子公司Vistra Vision 并利用《通胀削减法案》税收优惠推进核能制氢项目 [4] 财务指标 - Vistra 2025/2026年每股收益共识预期60天内上调3.7%/2.84% 长期(3-5年)盈利增速13.18% Southern Company同期2025年预期下调0.23% 2026年上调0.22% 长期增速6.55% [6][8] - Vistra 2025/2026年销售预期同比增长28.91%/4.53% Southern Company同期增速为5.84%/3.7% [14] - Vistra当前ROE达87.03% 显著高于Southern Company的12.7%和行业平均10.09% [9] 资本结构 - Vistra债务资本比77.12% Southern Company为64.83% 均高于行业平均60.81% [17] - Southern Company股息率3.26% 高于Vistra的0.48% 但略低于行业3.27% [13] 估值水平 - Vistra前瞻市盈率26.29倍 较Southern Company的20.44倍和行业15.29倍存在溢价 [18] 投资结论 - Southern Company凭借更低债务水平 更具吸引力的估值和更高股息率 在当前阶段略占优势 [20]
Extra Space Storage Inc. Announces Date of Earnings Release and Conference Call to Discuss 2nd Quarter 2025 Results
Prnewswire· 2025-06-25 04:15
SALT LAKE CITY, June 24, 2025 /PRNewswire/ -- Extra Space Storage Inc. (the "Company") (NYSE: EXR) announced today it will release financial results for the three and six months ended June 30, 2025, on Wednesday, July 30, 2025, after the market closes. The Company will host a conference call at 1:00 p.m. Eastern Time on Thursday, July 31, 2025, to discuss its financial results. Hosting the call will be Extra Space Storage's CEO, Joe Margolis. Joining him will be Jeff Norman, Executive Vice President and CFO ...
Utilities Go Green: Will Strengthening Renewable Focus Benefit NEE?
ZACKS· 2025-06-10 23:31
Key Takeaways NEE is benefiting from early investments in wind, solar and battery storage technologies. NEE uses more renewable assets to produce electricity and avoid the volatile fossil fuel market. NEE has nearly 28 GW of renewable projects in backlog and adds more renewable projects to its portfolio.NextEra Energy (NEE) is well-positioned in the renewable energy business, owing to early and aggressive investments in wind, solar and battery storage technologies. As the companies in the Zacks Utility - ...
Gas, Nuclear, Renewables Battle Over Power For Meta's New Data Center
Forbes· 2025-05-28 05:05
Power lines in California. Getty ImagesMeta, the company that owns Facebook, are planning a new AI data center, the company’s largest yet, in Richland Parish, Louisiana. The local utility company, Entergy, has plans to build three new gas-fired power plants to supply the additional electricity needed for the data center.Also reported last week was that Meta got some pushback from a U.S. Senator, who challenged the benefits of using natural gas to power the new data canter.The new data center is an enormous ...
Extra Space Storage Inc. Announces 2nd Quarter 2025 Dividend
Prnewswire· 2025-05-23 04:15
SALT LAKE CITY, May 22, 2025 /PRNewswire/ -- Extra Space Storage Inc. (the "Company") (NYSE: EXR) announced today that the Company's board of directors has declared a second quarter 2025 dividend of $1.62 per share on the common stock of the Company.  The dividend is payable on June 30, 2025, to stockholders of record at the close of business on June 16, 2025. About Extra Space Storage Inc.Extra Space Storage Inc., headquartered in Salt Lake City, is a fully integrated, self-administered and self-managed re ...
Brookfield's TerraForm Power Accelerates U.S. Development with Acquisition of Sun Tribe Development
GlobeNewswire News Room· 2025-05-15 20:30
收购交易 - TerraForm Power完成对Sun Tribe Development的收购,后者是弗吉尼亚州一家中型公用事业规模太阳能和储能开发商 [1] - 通过此次交易,TerraForm Power的开发管道规模扩大一倍以上,达到6,000兆瓦太阳能和电池储能 [1] - Sun Tribe Development自2019年成立以来已完成800兆瓦项目,并在美国中大西洋和东南部地区拥有4,100兆瓦管道 [2] 战略发展 - TerraForm Power启动新的高增长战略,扩大在美国市场的业务版图 [2] - 两家公司合并后将满足美国数字化和再工业化带来的电力需求增长 [2] - 公司致力于建设优秀团队并交付具有长期价值的可再生能源项目,服务当地社区 [3] 公司概况 - TerraForm Power是Brookfield Asset Management旗下公司,北美领先的可再生能源所有者、运营商和生产商 [4] - 公司现有3,400兆瓦公用事业规模风能、太阳能和储能设施,覆盖美国23个州和加拿大安大略省 [4] - 公司拥有约6,000兆瓦的可再生能源开发管道,能够满足激增的电力需求 [4] 母公司背景 - Brookfield Asset Management是全球领先的另类资产管理公司,管理资产超过1万亿美元 [5] - 公司运营Brookfield Renewable Partners,这是全球最大的公开交易可再生能源和可持续解决方案平台之一 [5] - 可再生能源组合包括水电、风电、公用事业规模太阳能和储能设施 [5]
高盛:联芸科技_ 本地内存控制器芯片,拓展至 PCIe 5.0 解决方案及企业市场
高盛· 2025-05-14 11:09
报告行业投资评级 未提及 报告的核心观点 报告研究的公司是本地内存控制器IC供应商,正从消费电子市场向企业市场拓展,产品从PCIe 4.0向PCIe 5.0迁移,有望受益于服务器市场需求增长和AI应用扩张,同时向智能手机嵌入式内存市场拓展 [1][2] 根据相关目录分别进行总结 公司概况 - 公司是本地内存控制器IC供应商,专注SSD市场,从消费电子市场起步,为分销渠道和PC OEM客户提供PCIe 4.0内存控制器IC,正拓展至企业市场,PCIe 5.0产品处于客户验证阶段,还为智能手机客户提供UFS芯片组 [3] - 主要客户包括朗科科技、佰维存储等内存模块供应商 [3] 关键要点 - **PCIe 5.0内存控制器IC扩张**:目前提供PCIe 4.0内存控制器IC,首款PCIe 5.0产品已开始小批量出货,第二款产品在MPW后正与多个客户进行验证,预计2025年开始批量出货,产品放量取决于终端市场对PCIe 5.0解决方案的需求 [4] - **市场拓展**:80%的内存产品面向消费电子市场,随着PCIe 5.0内存控制器IC量产,有望增加在企业市场的份额;在智能手机市场,将专注UFS市场,UFS 3.1芯片组正在客户验证中 [7] - **产品策略**:专注内存控制器IC市场,从消费电子客户起步,优先积累大规模生产经验和扩大规模,再拓展至高端企业和工业市场;主要提供标准化解决方案,适配不同NAND供应商的产品,具有高性价比和低功耗特点 [8]
Enlight Renewable Energy Reports First Quarter 2025 Financial Results
Globenewswire· 2025-05-06 18:05
All of the amounts disclosed in this press release are in U.S. dollars unless otherwise noted TEL AVIV, Israel, May 06, 2025 (GLOBE NEWSWIRE) -- Enlight Renewable Energy Ltd. (NASDAQ: ENLT, TASE: ENLT) today reported financial results for the first quarter of 2025 ending March 31, 2025. Registration links for the Company’s earnings English and Hebrew conference call and webcasts can be found at the end of this earnings release. The entire suite of the Company’s 1Q25 financial results can be found on our IR ...