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Aboitiz Power
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Renewable Expansion In The Philippines Will Secure Future Advantage
Key Takeaways Rapid expansion in renewables and long-term contracts supports earnings stability, margin growth, and positions the company to capture rising demand for clean energy. Modernization initiatives and entry into new markets enhance operational efficiency, access to revenue streams, and strengthen competitive positioning.
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₱46.39
FV
6.7% undervalued
intrinsic discount
4.63%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
160
users have followed this narrative
4 days ago
author updated this narrative
Manila Electric
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
MTerra Solar And Chromite Gas Will Modernize Energy Infrastructure
Key Takeaways Strategic investments and projects in advanced metering, renewable energy, and LNG could drive future growth, efficiency, and diversification of revenue. Regulatory renewals and international expansions are poised to stabilize revenue, diversify income streams, and bolster long-term performance.
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₱581.26
FV
8.2% undervalued
intrinsic discount
7.08%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
139
users have followed this narrative
4 days ago
author updated this narrative
Aboitiz Power
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
ESG Mandates Will Devalue Legacy Coal Assets In Philippines
Key Takeaways Decarbonization policies and distributed energy growth threaten earnings, margins, and the long-term viability of existing coal and thermal assets. Delays or challenges in renewable project execution and rising competition from advanced technologies put future revenue, profitability, and market position at risk.
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₱30.00
FV
44.3% overvalued
intrinsic discount
3.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Aboitiz Power
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Digital Grids And Renewables Will Unlock Premium Contracts
Key Takeaways Accelerated renewable expansion and long-term contracts position Aboitiz Power for sustained top-line and margin outperformance amid market liberalization and growing demand. Early investment in smart grids and battery storage enhances earnings resilience, premium pricing, and diversification, supporting a stronger, less volatile earnings profile.
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₱60.00
FV
27.8% undervalued
intrinsic discount
10.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
4 days ago
author updated this narrative
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