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Utilities Australian Investing Ideas
AGL Energy
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Electrification Initiatives Will Leverage Growing NEM Demand By 2050
Key Takeaways Expansion and strategic investments aim to boost revenue, improve stability, and enhance operational efficiencies in the rapidly evolving energy market. Focus on electrification and innovative energy solutions could capture growing demand and protect margins against market volatility and contract expirations.
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AU$12.25
FV
11.6% undervalued
intrinsic discount
-1.36%
Revenue growth p.a.
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37
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1 day ago
author updated this narrative
Origin Energy
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Shifting To Renewables Will Increase Costs And Compress Future Margins
Key Takeaways Transitioning to renewables and investing in infrastructure increases capital expenditure, impacting cash flows and net margins due to delayed ROI. Rising costs from gas supply investments and heightened competition in energy retail may squeeze margins, offsetting customer growth efforts.
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AU$10.51
FV
3.3% overvalued
intrinsic discount
-0.81%
Revenue growth p.a.
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1
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29
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1 day ago
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APA Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
New Technology Like Basslink May Increase Capacity, But Regulatory Risks Persist
Key Takeaways Investment in technology and strategic acquisitions could drive revenue growth and enhance profitability, with improved asset utilization and successful integration. Future projects and pipeline expansions might significantly boost revenues and returns, leveraging growing markets and attracting investors with favorable dividend prospects.
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AU$8.25
FV
0.3% undervalued
intrinsic discount
5.27%
Revenue growth p.a.
Set Fair Value
1
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12
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3 months ago
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