Utilities Czech Community
Our community narratives are driven by numbers and valuation.
Utilities Czech Investing Ideas
Rising Regulated Asset Base And Nuclear Output Will Drive Stronger Long Term Earnings Stability
CEZ leans more on regulated power and gas networks while pushing its nuclear plants to run longer and harder, which could make profits steadier even if power prices cool. But the story depends on coal fading smoothly, trading gains staying relevant, and regulators not clawing back today’s tailwinds.Read more
AN
Kč1.25k
0.08% undervalued intrinsic discount
Fair Value
Revenue
2.25% p.a.
Profit Margin
8.59%
Future PE
28.11x
Price in 2029
Kč1.57k
Falling Hedged Power Prices And Coal Phaseout Will Pressure Long Term Earnings
Catalysts About CEZ a. s CEZ a.Read more
AN
Kč898.54
39.0% overvalued intrinsic discount
Fair Value
Revenue
-5.02% p.a.
Profit Margin
11.15%
Future PE
18.71x
Price in 2029
Kč1.13k
Falling Power Prices And Heavy Capex Will Pressure Earnings And Margins Over Time
Catalysts About CEZ a. s CEZ a.Read more
AN
Kč600
108.2% overvalued intrinsic discount
Fair Value
Revenue
-9.07% p.a.
Profit Margin
9.16%
Future PE
17.32x
Price in 2028
Kč751.85
