高盛：美洲公用事业_第三季度预览_重点关注负荷增长、监管和风暴影响；更新公用事业的基线倍数
高盛证券·2024-10-10 13:39
9 October 2024 | 4:01PM EDT _ Americas Utilities 3Q Preview: Load growth, regulatory, and storm impacts in focus; updating baseline multiple for utilities We update our estimates for select Utilities in our coverage heading into 3Q24 results, and adjust our valuation for the space. We expect conversations around 3Q results to focus on (1) load growth/data center updates, (2) select capital plan updates from companies such as WEC, XEL, and potentially AEP (3) regulatory updates for companies such as PEG, FE, ...