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Tesla To Now Offer Lease On Powerwall In US: Finance Chief Says It Will 'Pay For Itself' - Tesla (NASDAQ:TSLA)
Benzinga· 2025-10-03 09:50
Tesla Inc. (NASDAQ:TSLA) has announced it will offer leases on Powerwall connections in the U.S.Check out the current price of TSLA here.Tesla Promises Low Monthly PaymentsThe company released a statement on its official website on Thursday, detailing the terms of the lease, offered on Powerwall and Solar connections in the U.S. "Tesla internalizes tax credits and incentives (as system owner) and passes the savings to you through lower monthly payments upfront," the company said on the official website.It a ...
Clearway Energy, Inc. (CWEN) Announces $100 Million At-The-Market Equity Program
Yahoo Finance· 2025-10-01 23:22
With strong hedge fund backing and favorable analyst ratings, Clearway Energy, Inc. (NYSE:CWEN) makes our list of the 10 Most Promising Green Stocks According to Wall Street Analysts. Clearway Energy, Inc. (CWEN) Announces $100 Million At-The-Market Equity Program On September 6, 2025, with the announcement of a $100 million at-the-market equity program, Clearway Energy, Inc. (NYSE:CWEN) now has the option to raise money by selling shares on the New York Stock Exchange. The money raised will go toward ca ...
Brookfield Renewable Partners (NYSE:BEP) 2025 Earnings Call Presentation
2025-09-25 19:55
Brookfield Renewable Partners September 25, 2025 Built to Outperform Connor Teskey, Chief Executive Officer Baseload Power With a Leading Development Franchise Natalie Adomait, Chief Operating Officer Differentiated M&A and Capital Recycling Capabilities Jehangir Vevaina, Chief Investment Officer Sustainable Cash Flow Growth to Drive Long-Term Value Patrick Taylor, Chief Financial Officer Key Messages and Q&A Connor Teskey, Chief Executive Officer Built to Outperform Connor Teskey Chief Executive Officer We ...
Iberdrola (OTCPK:IBDR.Y) 2025 Capital Markets Day Transcript
2025-09-24 08:32
Summary of Conference Call Company and Industry Overview - The conference call involved Iberdrola, a leading global utility company focused on renewable energy and regulated networks [1][2][3] - The company is heavily investing in infrastructure to support growth in the U.S. and U.K. markets, which are expected to account for 65% of total investments by 2028 [2][3][4] Key Investment Plans - Iberdrola plans to invest approximately €58 billion over the next four years, with 85% allocated to countries with high credit ratings [20][21] - A significant portion of the investment, €37 billion, will be directed towards network expansion, with 60% of this amount focused on capacity growth [21][22] - The U.S. and U.K. will receive over 70% of the network investment, with Brazil and Spain receiving smaller allocations [22][23] Financial Projections - By 2028, the total regulated asset base is projected to grow to €70 billion, with a significant increase in both distribution and transmission assets [23][24] - The company expects EBITDA to reach €18 billion by 2028, reflecting a €3 billion increase from 2024 [11][64] - The U.S. and U.K. are projected to contribute 50% of total EBITDA by 2028, up from 37% in 2024 [64][65] Regulatory Framework and Market Conditions - Iberdrola operates under stable regulatory frameworks that provide visibility and attractive returns, with a projected average return on equity of 9.5% [22][24] - The company is focused on reducing exposure to energy price volatility, limiting it to 25% of total EBITDA [14][70] Growth in Renewable Energy - The investment plan includes €21 billion for power generation, with a focus on offshore wind, onshore wind, solar PV, and storage projects [11][40] - Iberdrola aims to increase its installed capacity to nearly 61,000 megawatts by 2028, with 90% of this capacity being emissions-free [40][41] Operational Efficiency and Cost Management - The company is implementing initiatives to enhance operational efficiency, targeting €400 million in operating efficiencies by 2028 [51][52] - A robust supply chain strategy is in place, with 80% of strategic equipment needs already secured, minimizing exposure to commodity price fluctuations [54][56] Market Position and Shareholder Returns - Iberdrola has delivered a total shareholder return of 359% over the last ten years, outperforming major indices [70][71] - The company maintains a dividend policy aligned with earnings growth, with a payout ratio between 65-75% of earnings per share [15][70] Conclusion - Iberdrola's strategic focus on regulated networks and renewable energy positions it well for future growth, supported by a disciplined investment approach and strong regulatory frameworks [65][70]
Clearway Energy's Price Dip: 3 Reasons It's a Signal to Buy
MarketBeat· 2025-09-18 11:15
Core Viewpoint - Clearway Energy is positioned as a compelling investment opportunity in the renewable energy sector, focusing on wind, solar, and water power, with a strong emphasis on dividend growth supported by free cash flow [1][2][5]. Group 1: Dividend and Financial Metrics - Clearway Energy offers a forward dividend yield of over 6%, appealing to income and dividend growth investors [2]. - The annual dividend is $1.78, with a dividend payout ratio of 273.85%, although the payout ratio based on cash available for distribution (CAFD) is healthier at 70% to 80% [6][7]. - The company has a dividend increase track record of 2 years, indicating a commitment to returning value to shareholders [6]. Group 2: Growth and Expansion Plans - Clearway has a clear growth strategy supported by strong cash flow, allowing for reinvestment in upgrading existing facilities and acquiring new ones [9]. - Recent acquisitions include facilities in Washington and California, along with new projects in Utah, California, and Texas [10]. - Repowering projects in Texas and West Virginia aim to enhance efficiency and extend the lifespan of existing equipment, which is expected to drive new business and contract extensions [11]. Group 3: Analyst and Institutional Support - The stock has a 12-month price forecast of $36.40, indicating a potential upside of 30.77% from the current price of $27.84 [12]. - Institutional ownership exceeds 85%, with a trend of buying activity outpacing selling [13]. - Analysts rate the stock as a Moderate Buy, with a consensus price target suggesting a 25% upside, reflecting positive sentiment towards the stock [13].
KPI Green Energy to raise Rs 3200 crore from SBI, top executives say
The Economic Times· 2025-09-16 07:29
Core Viewpoint - KPI Green Energy is raising 32 billion rupees ($363.39 million) through a loan from the State Bank of India to expand its renewable power production capacity, aligning with the Indian government's goal of achieving 500 gigawatts of non-fossil capacity by 2030, marking it as one of the larger deals in the sector's recent history [1][6]. Company Overview - KPI Green Energy specializes in developing, building, and managing renewable power facilities, focusing on solar, wind, and hybrid power solutions [1][6]. - The company aims to complete all its projects in hand in the Independent Power Producer (IPP) segment by 2027, which is expected to generate approximately 10 billion rupees in revenue [2][6]. Financial Details - The loan is structured as a 20-year facility with an interest rate of 8.45%, to be disbursed in a staggered manner over the next 1.5 years [2][6]. - Additionally, KPI Green Energy issued its first green bond, planning to raise 6.7 billion rupees at a coupon rate of 8.5% per annum, which was externally credit-enhanced with a 65% guarantee from GuarantCo [5][6]. - The guarantee improved the bond's credit rating from A+ to AA+ by CRISIL and ICRA, allowing the company to avoid a higher coupon rate of 14-15% that would have been necessary without the guarantee [5][6]. Market Context - The loan approval and bond issuance occur within the context of India's significant push towards green energy, highlighting the growing investment opportunities in the renewable energy sector [1][6].
The 5 Best Dividend Stocks to Buy for Steady Income in 2025
Yahoo Finance· 2025-09-15 23:30
Group 1: NextEra Energy (NEE) - NextEra Energy is a large U.S. utility and clean energy company, operating a regulated utility business (Florida Power & Light) and a fast-growing renewable energy & storage business (NextEra Energy Resources) [3] - Wall Street rates NEE stock as a "Moderate Buy," with 12 out of 21 analysts rating it a "Strong Buy," and an average target price of $82.17, indicating a 15.6% upside potential [1] - The company has a strong dividend yield of 3.1% and a low payout ratio of 56.9%, allowing for a commitment to growing dividends at approximately 10% annually through at least 2026 [2] Group 2: Verizon Communications (VZ) - Verizon is one of the largest telecommunications companies in the U.S., providing wireless services, broadband, fiber, and other network services [6] - Wall Street rates VZ stock as a "Moderate Buy," with 9 out of 29 analysts rating it a "Strong Buy," and an average target price of $48.43, suggesting a 10.9% upside potential [4] - The company offers a high dividend yield of 6.3% and maintains a healthy payout ratio of 56.7%, with expected free cash flow between $19.5 billion and $20.5 billion in 2025 to support dividend payments [5] Group 3: AbbVie (ABBV) - AbbVie is one of the largest pharmaceutical companies in the U.S., focusing on immunology, oncology, and other therapeutic areas, with a history of revenue from drugs like Humira [8] - Wall Street rates ABBV stock as a "Moderate Buy," with 16 out of 29 analysts rating it a "Strong Buy," and an average target price of $216.58, indicating a 2.3% upside potential [10] - The company offers a dividend yield of 2.9% and has a payout ratio of 46%, with a 53-year history of raising its dividend, making it a Dividend King [9] Group 4: Pfizer (PFE) - Pfizer develops and sells vaccines and therapeutics across various disease areas, focusing on expanding its non-Covid product range [11] - Wall Street rates PFE stock as a "Moderate Buy," with 6 out of 23 analysts rating it a "Strong Buy," and an average target price of $27.90, suggesting a 13.5% upside potential [13] - The company offers a dividend yield of 6.9% and has been increasing its dividend for 16 consecutive years, with a forward payout ratio of 54.6% [12] Group 5: AT&T (T) - AT&T is a major player in U.S. telecommunications, focusing on core telecom operations after restructuring by selling off non-core assets [14] - Wall Street rates T stock as a "Moderate Buy," with 17 out of 29 analysts rating it a "Strong Buy," and an average target price of $30.47, indicating a 4.4% upside potential [16] - The company offers a dividend yield of 3.8% and has a low payout ratio of 49.9%, with projected free cash flow of around $16 billion in 2025, supporting its dividend payments [15]
Sunrun Prices $510 million Securitization, Surpassing $1.5 billion of Non-Recourse Debt Capital Raised in the Third Quarter
Globenewswire· 2025-09-12 21:22
Core Insights - Sunrun has successfully priced a securitization of leases and power purchase agreements, marking its fifteenth securitization since 2015 and fifth issuance in 2025 [1][2] Group 1: Securitization Details - The recent securitization includes two classes of A- rated notes (Class A-1 and Class A-2) totaling $510 million, with Class A-1 Notes priced at $260 million and Class A-2 Notes at $250 million [2][3] - Class A Notes have a coupon rate of 6.15%, a spread of 240 basis points, and a yield of 6.21% [2] - The initial balance of Class A Notes represents a 69% advance rate on the Securitization Share of ADSAB, with an expected weighted average life of 6.93 years and a final maturity date of January 30, 2061 [2][3] Group 2: Financial Performance and Strategy - In Q3 2025, Sunrun is expected to raise over $1.5 billion in senior and subordinated non-recourse debt financings, demonstrating strong capital market access [2] - The transaction is backed by a diversified portfolio of 29,929 systems across 19 states, Washington D.C., and Puerto Rico, with a weighted average customer FICO of 743 [3] Group 3: Previous Transactions - Prior to the recent securitization, Sunrun completed a privately placed transaction in August 2025, which included an A- rated loan of $441 million and a retained BB rated loan [4] - In July 2025, Sunrun priced a public securitization of $431 million with a spread of 240 basis points and a yield of 6.374% [4]
中国股票策略 - 反内卷- 为何对股市重要及摩根大通首选标的-China Equity Strategy_ Anti-involution (vol 3)_ why it matters to equities and JPM‘s top picks
摩根· 2025-09-11 12:11
Investment Rating - The report maintains an "Overweight" (OW) rating for several key stocks within the "anti-involution" theme, indicating a positive outlook for these investments [10]. Core Insights - The "anti-involution" theme is projected as a significant trade over the next 18-24 months, focusing on rationalizing local government-backed investments and enhancing returns on investments (ROIs) in the Chinese equity market [2][5]. - The report identifies three primary ecosystems for investment: "renewables proxies," "property + macro proxies," and "ecommerce proxies," with a strong preference for renewables due to better topline profiles and execution capabilities [2][5]. - The report highlights that the "anti-involution" policy is crucial for the expansion of the Chinese equity market, as it aims to improve ROIs, which are essential for attracting institutional investments [2][5]. Summary by Sections Anti-Involution Theme - The "anti-involution" policy is compared to previous initiatives aimed at controlling capital expansion, with a focus on reducing over-capacity and improving fiscal discipline [2][5]. - The report anticipates a "Decade of Consolidation" in various sectors, driven by increased M&A activity as local corporatism is curtailed [5]. Stock Performance - Price returns from July 1 to September 5, 2025, show that renewable proxies, particularly battery, lithium, and solar shares, have outperformed with returns of 39%, 37%, and 33% respectively [5][35]. - In contrast, sectors like autos and ecommerce have lagged, with returns flat to -4%, reflecting ongoing competitive pressures and uncertainties regarding subsidies [5][35]. Top Picks - The report lists top stock picks to express the "anti-involution" theme, including Baosteel, CATL, Daqo, and PetroChina, among others, indicating a focus on sectors with strong growth potential [10][5]. - Updated stock screens categorize stocks into renewable proxies, property + macro proxies, and consumption proxies, providing a structured approach to investment selection [5][10]. Market Context - The report notes that households in China held approximately US$24 trillion in cash and deposits as of June 2025, raising questions about the ability of equities to generate sufficient earnings and dividends to absorb this liquidity [18]. - The report emphasizes that the current market environment, characterized by declining fixed income returns and rising volatility, is pushing investors towards equities as a more attractive investment avenue [12][18].
Alliant Energy Rides on Renewable Expansion & Strategic Investments
ZACKS· 2025-09-02 14:06
Core Viewpoint - Alliant Energy Corporation (LNT) is enhancing its infrastructure and transitioning to cleaner energy sources, which is expected to provide earnings visibility through regulated assets [1][3]. Group 1: Company Initiatives and Growth - The company is focusing on strengthening its electric and gas distribution network and plans to invest $11.5 billion from 2025 to 2028, targeting an 11% compound annual growth rate (CAGR) for its rate base during this period [3][8]. - Over 40% of the planned capital expenditure will be allocated to wind, solar, and energy storage projects, reflecting a commitment to renewable energy [3][8]. - Alliant Energy is successfully completing major construction projects on time and within budget, supported by a favorable regulatory environment that allows for capital recovery [4]. Group 2: Market Demand and Performance - Economic development in Alliant Energy's service areas and a growing customer base are driving demand for utility services, with the company targeting long-term annual earnings growth of 5-7% [2]. - In the past three months, LNT shares have increased by 5.1%, outperforming the industry average decline of 1.3% [7][8]. Group 3: Challenges and Risks - The company's utility operations rely on an interstate electric transmission system that it does not own, which may limit its ability to transport power effectively [5]. - Increased competition from self-generation by large industrial customers and alternative energy sources could reduce demand for Alliant Energy's services in its operating regions [6].