Enel Americas_Investor Day Feedback_ Focusing on Grids and Taking a Breather on Generation

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Latin America Equity Research 22 November 2024 J P M O R G A N www.jpmorganmarkets.com Enel Americas Investor Day Feedback: Focusing on Grids and Taking a Breather on Generation Our take: Neutral. We like the 61% increase in CAPEX for Grids and the decision to keep Dx in Brazil and Argentina, but leverage remains suboptimal. On Enel Americas' Investor Day, CEO Aurelio Bustilho, CFO Rafael de la Haza, and IR Jorge Gustavo presented the new strategic plan for the 2025-2027 period ...