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The New Energy Flow
For twenty years, electricity demand in developed markets barely moved. That has ended, and not for any single reason. Data centres get the headlines, but electric vehicles, heat pumps, reshored manufacturing and air conditioning across a warming Asia are all pulling the same way at once. Meeting that demand is not one problem but a long sequence of them, from the gas that gets compressed and shipped to the turbines, transformers and cables that are all sold out years ahead. Thirty companies that own a physical step in the path energy takes from where it exists to where it gets used.
Watching
30
FV & Narrative | Valuation | Growth | Analyst Target | |||
|---|---|---|---|---|---|---|
6501 Hitachi JP¥5,524.0023.3% undervalued intrinsic discount 6.3%7D 16.0%3M | ||||||
7011 Mitsubishi Heavy Industries JP¥3,879.0039.4% undervalued intrinsic discount 4.7%7D -1.0%3M | ||||||
FRO Frontline US$51.426.5% undervalued intrinsic discount 4.5%7D 25.6%3M | ||||||
ENB Enbridge CA$68.1415.0% undervalued intrinsic discount 2.9%7D -12.0%3M | ||||||
9104 Mitsui O.S.K. Lines JP¥7,240.0027.6% undervalued intrinsic discount 2.8%7D 37.5%3M | ||||||
SBMO SBM Offshore €36.6017.8% undervalued intrinsic discount 2.4%7D 11.6%3M | ||||||
SRG Snam €5.6013.9% undervalued intrinsic discount 1.7%7D -13.2%3M | ||||||
IBE Iberdrola €20.2914.7% undervalued intrinsic discount 0.6%7D -2.6%3M | ||||||
ETN Eaton US$424.7717.8% undervalued intrinsic discount -0.1%7D 0.7%3M | ||||||
RIG Transocean US$5.6437.3% undervalued intrinsic discount -0.5%7D 6.2%3M | ||||||
GEV GE Vernova US$940.3325.9% undervalued intrinsic discount -1.8%7D -15.3%3M | ||||||
SU Schneider Electric €285.7524.7% undervalued intrinsic discount -1.8%7D -1.2%3M | ||||||
PWR Quanta Services US$636.7110.3% undervalued intrinsic discount -2.1%7D -9.3%3M | ||||||
NEE NextEra Energy US$80.4714.1% undervalued intrinsic discount -2.2%7D -7.2%3M | ||||||
ENR Siemens Energy €140.2046.1% undervalued intrinsic discount -2.8%7D -17.0%3M | ||||||
VRT Vertiv Holdings Co US$249.3932.8% undervalued intrinsic discount -3.0%7D -25.1%3M | ||||||
A042660 Hanwha Ocean ₩82,900.0053.9% undervalued intrinsic discount -3.2%7D -35.4%3M | ||||||
LNG Cheniere Energy US$268.3416.4% undervalued intrinsic discount -3.6%7D 18.2%3M | ||||||
AROC Archrock US$31.5629.7% undervalued intrinsic discount -3.7%7D -14.6%3M | ||||||
PRY Prysmian €122.4532.3% undervalued intrinsic discount -3.8%7D -20.1%3M | ||||||
LR Legrand €135.8032.1% undervalued intrinsic discount -4.3%7D -10.4%3M | ||||||
CCO Cameco CA$128.1028.1% undervalued intrinsic discount -4.4%7D -15.2%3M | ||||||
VST Vistra US$140.6751.8% undervalued intrinsic discount -5.2%7D -14.1%3M | ||||||
SPXC SPX Technologies US$181.7710.5% undervalued intrinsic discount -5.2%7D -25.2%3M | ||||||
KAP National Atomic Company Kazatomprom JSC US$64.7044.3% undervalued intrinsic discount -8.2%7D -8.2%3M | ||||||
300750 Contemporary Amperex Technology CN¥301.9538.0% undervalued intrinsic discount -8.6%7D -22.9%3M | ||||||
SLB SLB US$51.1231.6% undervalued intrinsic discount -8.8%7D 6.3%3M | ||||||
CEG Constellation Energy US$254.7127.2% undervalued intrinsic discount -10.5%7D -7.1%3M | ||||||
MTRS Munters Group SEK 130.0048.0% undervalued intrinsic discount -11.7%7D -28.4%3M | ||||||
FLNC Fluence Energy US$7.3270.7% undervalued intrinsic discount -26.3%7D -70.5%3M |
Watching
30
FV & Narrative | Valuation | Growth | Analyst Target | |||
|---|---|---|---|---|---|---|
6501 Hitachi 6.3%7D 16.0%3M | JP¥5,524.00 23.3% undervalued intrinsic discount | PE 31x | E 14.5% | JP¥6,600.00 | ||
7011 Mitsubishi Heavy Industries 4.7%7D -1.0%3M | JP¥3,879.00 39.4% undervalued intrinsic discount | PE 31.9x | E 13.2% | JP¥5,450.58 | ||
FRO Frontline 4.5%7D 25.6%3M | US$51.42 6.5% undervalued intrinsic discount | PE 7.7x | E -31.6% | US$50.75 | ||
ENB Enbridge 2.9%7D -12.0%3M | CA$68.14 15.0% undervalued intrinsic discount | PE 26.8x | E 10.8% | CA$79.88 | ||
9104 Mitsui O.S.K. Lines 2.8%7D 37.5%3M | JP¥7,240.00 27.6% undervalued intrinsic discount | PE 11.2x | E 1.0% | JP¥7,495.45 | ||
SBMO SBM Offshore 2.4%7D 11.6%3M | €36.60 17.8% undervalued intrinsic discount | PE 7.6x | E -8.6% | €42.64 | ||
SRG Snam 1.7%7D -13.2%3M | €5.60 13.9% undervalued intrinsic discount | PE 16.9x | E 8.3% | €6.49 | ||
IBE Iberdrola 0.6%7D -2.6%3M | €20.29 14.7% undervalued intrinsic discount | PE 23.6x | E 7.6% | €20.54 | ||
ETN Eaton -0.1%7D 0.7%3M | US$424.77 17.8% undervalued intrinsic discount | PE 43.1x | E 22.3% | US$479.57 | ||
RIG Transocean -0.5%7D 6.2%3M | US$5.64 37.3% undervalued intrinsic discount | PS 1.5x | E 91.3% | US$6.55 | ||
GEV GE Vernova -1.8%7D -15.3%3M | US$940.33 25.9% undervalued intrinsic discount | PE 26.3x | E 10.1% | US$1,237.34 | ||
SU Schneider Electric -1.8%7D -1.2%3M | €285.75 24.7% undervalued intrinsic discount | PE 33.9x | E 16.0% | €329.51 | ||
PWR Quanta Services -2.1%7D -9.3%3M | US$636.71 10.3% undervalued intrinsic discount | PE 72.1x | E 17.9% | US$768.70 | ||
NEE NextEra Energy -2.2%7D -7.2%3M | US$80.47 14.1% undervalued intrinsic discount | PE 18.1x | E 6.7% | US$98.22 | ||
ENR Siemens Energy -2.8%7D -17.0%3M | €140.20 46.1% undervalued intrinsic discount | PE 44.5x | E 25.8% | €196.32 | ||
VRT Vertiv Holdings Co -3.0%7D -25.1%3M | US$249.39 32.8% undervalued intrinsic discount | PE 55.4x | E 24.2% | US$338.15 | ||
A042660 Hanwha Ocean -3.2%7D -35.4%3M | ₩82,900.00 53.9% undervalued intrinsic discount | PE 12.4x | E 3.1% | ₩133,666.67 | ||
LNG Cheniere Energy -3.6%7D 18.2%3M | US$268.34 16.4% undervalued intrinsic discount | PE 19.1x | E 8.6% | US$309.95 | ||
AROC Archrock -3.7%7D -14.6%3M | US$31.56 29.7% undervalued intrinsic discount | PE 17x | E 11.4% | US$42.50 | ||
PRY Prysmian -3.8%7D -20.1%3M | €122.45 32.3% undervalued intrinsic discount | PE 26.3x | E 15.7% | €157.56 | ||
LR Legrand -4.3%7D -10.4%3M | €135.80 32.1% undervalued intrinsic discount | PE 27.1x | E 11.4% | €166.44 | ||
CCO Cameco -4.4%7D -15.2%3M | CA$128.10 28.1% undervalued intrinsic discount | PS 16.1x | E 34.9% | CA$179.07 | ||
VST Vistra -5.2%7D -14.1%3M | US$140.67 51.8% undervalued intrinsic discount | PE 23.3x | E 15.2% | US$217.58 | ||
SPXC SPX Technologies -5.2%7D -25.2%3M | US$181.77 10.5% undervalued intrinsic discount | PE 31.9x | E 21.4% | US$270.67 | ||
KAP National Atomic Company Kazatomprom JSC -8.2%7D -8.2%3M | US$64.70 44.3% undervalued intrinsic discount | PE 15.2x | E 14.8% | US$82.79 | ||
300750 Contemporary Amperex Technology -8.6%7D -22.9%3M | CN¥301.95 38.0% undervalued intrinsic discount | PE 16.3x | E 16.4% | CN¥558.88 | ||
SLB SLB -8.8%7D 6.3%3M | US$51.12 31.6% undervalued intrinsic discount | PE 24.5x | E 15.5% | US$62.34 | ||
CEG Constellation Energy -10.5%7D -7.1%3M | US$254.71 27.2% undervalued intrinsic discount | PE 26x | E 17.0% | US$348.55 | ||
MTRS Munters Group -11.7%7D -28.4%3M | SEK 130.00 48.0% undervalued intrinsic discount | PE 46.8x | E 50.7% | SEK 223.13 | ||
FLNC Fluence Energy -26.3%7D -70.5%3M | US$7.32 70.7% undervalued intrinsic discount | PS 0.4x | E 71.1% | US$10.11 |