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Utilities Italian Investing Ideas
Iren
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
M&A, Renewables And Waste Services Will Expand Our Market Presence
Key Takeaways Strategic acquisitions and operational expansions strengthen core market presence, driving revenue growth through increased efficiencies and customer bases. Investments in renewable energy and expanded municipal services enhance profitability and earnings via improved margins and increased revenue streams.
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€2.90
FV
10.7% undervalued
intrinsic discount
3.27%
Revenue growth p.a.
Set Fair Value
0
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0
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9
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7 days ago
author updated this narrative
Ascopiave
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Wind Farm Projects And EstEnergy Stake Sale Will Improve Future Prospects
Key Takeaways Strategic restructuring and simplification may enhance operational efficiencies and net margins through mergers and acquisitions, particularly in renewable energy and gas distribution. Asset divestitures and strategic partnerships are expected to provide financial inflow, supporting future revenue growth and capital expenditures.
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€3.31
FV
5.4% undervalued
intrinsic discount
9.08%
Revenue growth p.a.
Set Fair Value
0
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0
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0
users have followed this narrative
7 days ago
author updated this narrative
ERG
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
European Winds And Costs Will Squeeze Output But Permit Recovery
Key Takeaways Vulnerability to weather volatility and legacy asset declines may suppress output and put ongoing pressure on earnings despite expansion into new regions and technologies. Rising debt levels and policy complexities threaten profitability and growth, as competition and geopolitical risks increase costs and delay project implementation.
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€19.50
FV
0.2% undervalued
intrinsic discount
7.26%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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7 days ago
author updated this narrative
ERG
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Repowering Projects And Market Diversification Will Support Future Earnings Stability
Key Takeaways Strategic focus on repowering projects and long-term PPA contracts stabilizes revenue and boosts future earnings, reducing exposure to price volatility. Entry into the U.S. market, M&A in France, and battery storage development enhance revenue growth, market diversification, and profitability.
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€21.21
FV
8.3% undervalued
intrinsic discount
6.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
7 days ago
author updated this narrative
ACE
ACEA
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Grid Modernization And Renewables Will Boost Urban Utilities
Key Takeaways Infrastructure upgrades, digitalization, and grid modernization are driving efficiency, differentiating ACEA’s offering, and enabling revenue and margin growth in competitive urban markets. Expansion in renewables and waste-to-energy, supported by partnerships and supportive policy, is increasing revenue streams and reducing exposure to regulatory and environmental risks.
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€21.63
FV
9.6% undervalued
intrinsic discount
3.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
7 days ago
author updated this narrative
Hera
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Rising CapEx And ARERA Rules Will Compress Margins
Key Takeaways Increased competition and regulatory changes may lead to margin compression and impact Hera's profitability and growth in the electricity supply market. Capital expenditure on new projects could pressure free cash flow and elevate debt, affecting net margins and future earnings growth.
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€4.43
FV
10.3% undervalued
intrinsic discount
0.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
7 days ago
author updated this narrative
Snam
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
LNG Expansion And Infrastructure Upgrades Will Secure Reliable Energy Supply
Key Takeaways Snam's expansion in LNG and storage capacity, alongside infrastructure upgrades, is set to boost revenues and secure a reliable energy supply chain. Strategic investments in energy transition initiatives and asset rotations are poised to enhance margins, earnings, and shareholder value.
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€5.32
FV
3.0% undervalued
intrinsic discount
7.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
7 days ago
author updated this narrative
Terna
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Investments In Energy Transition Will Expand Renewable Capacity
Key Takeaways Significant investments in energy transition and digitalization aim to boost revenues, with a focus on enhanced grid infrastructure and innovative operational efficiencies. Strategic initiatives in renewables and storage capacity integration support Italy's decarbonization goals, providing grid stability and improved earnings potential.
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€8.59
FV
0.5% overvalued
intrinsic discount
7.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
7 days ago
author updated this narrative
Enel
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Renewed Concessions In Italy And Brazil Will Support Future Energy Investments
Key Takeaways Renewed regulatory support and capital optimization strategies could boost investment in energy transition projects and enhance asset-based profitability. Strategic focus on brownfield opportunities and stable renewables may lead to predictable revenue growth and improved shareholder value.
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€8.05
FV
2.9% undervalued
intrinsic discount
3.44%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
82
users have followed this narrative
7 days ago
author updated this narrative
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