Brookfield Renewable Partners L.P.(BEP)
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7 Sustainable Stocks for Eco-Conscious Investors in 2024
InvestorPlace· 2024-02-06 00:59
These sustainable stocks for 2024 should be on your watchlist, not only for their potential to generate solid returns but also for their contribution to a more sustainable and environmentally friendly future.What’s best is that these companies also trade at reasonable valuations, and I also believe that they have the potential to surge higher as the world is presently far behind its carbon-neutral goals.So here are seven sustainable stocks for 2024 that investors should consider adding to their portfolios.N ...
This Top Stock Proves It Has Plenty of Power to Continue Growing Its 5%-Yielding Dividend
The Motley Fool· 2024-02-05 19:26
Brookfield Renewable (BEPC -3.48%) (BEP -2.75%) recently closed the books on another solid year. The renewable-energy giant grew its funds from operations (FFO) by 7% per share. That gave it the power to increase its dividend by another 5% for 2024. It has now grown its payout by at least 5% each year since its public market listing 13 years ago. The renewable-energy powerhouse should have plenty of power to continue pushing its payout (which currently yields 5%) higher in the future. That's clear from its ...
Brookfield Renewable Partners L.P.(BEP) - 2023 Q4 - Earnings Call Transcript
2024-02-03 02:04
财务数据和关键指标变化 - 公司在2023年创下了多项业绩记录,包括创纪录的资金来源、创纪录的资本部署和创纪录的新增装机容量 [7][8] - 2023年全年,公司实现了创纪录的资金来源11亿美元,同比增长7% [39] - 公司在2023年第四季度的资金来源为0.38美元,同比增长9% [39] - 公司预计2024年及以后的资金来源增长将超过10% [17] 各条业务线数据和关键指标变化 - 公司的水电资产是其业务的基础,虽然水电资源存在一定波动性,但长期平均水平保持稳定 [68][69] - 公司正在通过收购和运营改善来提升新收购资产的表现,使其达到长期平均水平 [68][69] 各个市场数据和关键指标变化 - 巴西市场由于水电资源大幅改善,电价大幅下降,使得新的风电和太阳能项目开发变得更加困难 [84][85] - 公司正在关注北美、南美和欧洲等其他市场的发展机会 [84][85] 公司战略和发展方向及行业竞争 - 公司正在向成为一家综合性的清洁能源和脱碳解决方案提供商转型,不再仅仅是一家可再生能源生产商 [9] - 公司正在积极拓展与大型科技公司的合作,成为他们清洁电力供应的主要合作伙伴 [20]-[32] - 公司的规模和运营能力使其在与大型科技公司的合作中具有明显优势 [54][55][60][61] 管理层对经营环境和未来前景的评论 - 管理层认为利率环境的稳定将促进并购市场的活跃 [74][75] - 管理层认为政治因素不会根本改变行业的发展趋势,因为企业需求仍将是推动力量 [96][97] - 管理层对公司未来5年内实现7-8亿美元部署目标以及实现10%以上的资金来源增长保持信心 [13][17] 问答环节重要的提问和回答 问题1 **Sean Steuart 提问** 询问公司与大型科技公司签订电力购买协议的价格和期限趋势 [52] **Connor Teskey 回答** 由于电力需求大幅增加,公司能够在保持开发利润率的情况下将成本上升转嫁给客户,并签订15-20年的长期协议 [53] 问题2 **Robert Hope 提问** 询问公司是否会因规模优势而在满足大型科技公司需求方面获得更多市场份额 [58][59] **Connor Teskey 回答** 公司的规模和运营能力确实能为大型客户提供独特的价值,使其成为可靠的合作伙伴 [60][61] 问题3 **Rupert Merer 提问** 询问公司电力产量低于长期平均水平的原因 [66][67] **Connor Teskey 回答** 公司水电资产受水文条件影响存在一定波动,但长期平均水平保持稳定。同时新收购资产在公司运营改善后也将逐步达到长期平均水平 [68][69]
Brookfield Renewable (BEP) Reports Q4 Earnings: What Key Metrics Have to Say
Zacks Investment Research· 2024-02-03 00:31
Brookfield Renewable Energy Partners (BEP) reported $712 million in revenue for the quarter ended December 2023, representing a year-over-year increase of 10.4%. EPS of $0.01 for the same period compares to -$0.16 a year ago.The reported revenue represents a surprise of -4.19% over the Zacks Consensus Estimate of $743.15 million. With the consensus EPS estimate being -$0.02, the EPS surprise was +150.00%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall St ...
Brookfield Renewable Partners L.P.(BEP) - 2024 Q1 - Quarterly Report
2024-02-02 20:00
OUR OPERATIONS We invest in renewable power and sustainable solutions assets directly, as well as with institutional partners, joint venture partners and through other arrangements. Across our business, we leverage our extensive operating experience to maintain and enhance the value of assets, grow cash flows on an annual basis and cultivate positive relations with local stakeholders. Our global diversified portfolio of renewable power assets, which makes up over 97% of our business, has approximately 32,50 ...
Brookfield Renewable Reports Record Results and Announces 5% Distribution Increase
Newsfilter· 2024-02-02 20:00
All amounts in U.S. dollars unless otherwise indicated BROOKFIELD, News, Feb. 02, 2024 (GLOBE NEWSWIRE) -- Brookfield Renewable Partners L.P. (TSX:BEP, NYSE:BEP) ("Brookfield Renewable Partners", "BEP") today reported financial results for the three and twelve months ended December 31, 2023. "2023 was a record year for our business on almost all metrics. We generated record FFO per unit, added almost 5,000 megawatts of capacity through development, and deployed or committed $9 billion into growth along with ...
3 Stocks Riding the Wave of Urban Development Trends
InvestorPlace· 2024-02-01 09:16
城市发展股票 - 投资者正在关注城市发展股票,特别是零售部门增长和混合工作模式的影响[1] - Lennar Corporation在城市发展和可持续住房领域表现出色,通过更新市区和智能城市技术的承诺,处于城市创新的前沿[6] - Lennar在高利率环境下表现出色,业绩超出分析师预期,展示出在挑战性经济环境中持续增长的能力[8] 房地产市场挑战与机遇 - Zillow在不断变化的房地产市场中遇到挑战,但其多元化的收入来源和创新的抵抗力显示出未来可能的复苏[3] - Zillow集团正在通过战略性的人工智能投资重新定义房地产行业[4] 可再生能源领域 - Brookfield Renewable Partners在可再生能源领域占据重要地位,致力于减少城市碳排放,推动可持续发展[9] - BEP在财务表现上同样令人印象深刻,保持着稳定的运营卓越,将环境承诺和财务稳健结合,成为可持续城市发展的领导者[10]
Brookfield Renewable (BEP) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
Zacks Investment Research· 2024-01-30 23:21
In its upcoming report, Brookfield Renewable Energy Partners (BEP) is predicted by Wall Street analysts to post quarterly loss of $0.02 per share, reflecting an increase of 87.5% compared to the same period last year. Revenues are forecasted to be $743.15 million, representing a year-over-year increase of 15.2%.The consensus EPS estimate for the quarter has been revised 15.4% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated the ...
You Might Be Surprised to Learn Where This Renewable Energy Company Gets 60% of Its Profit
The Motley Fool· 2024-01-23 18:03
公司概况 - Brookfield Renewable拥有全球最大的可再生能源平台,拥有超过31GW的产能,足以抵消法国碳排放量[1] - 公司的清洁能源组合产生大量自由现金流(去年前三季度达到8.4亿美元),支持支付具有吸引力的股息(目前收益率为4.8%)和继续投资扩张[2] - 公司在水电领域拥有悠久的历史,其母公司Brookfield Corporation拥有100多年的水电运营经验,2011年成立可再生能源子公司,当时86%的产能为水电[4] 可再生能源资产组合 - 尽管风能和太阳能是主要的可再生能源生产者,但公司60%的收入来自水力发电,水电是其最大的盈利来源[2] - Brookfield Renewable拥有全球多元化的可再生能源资产组合,包括水电、风能、大规模太阳能、分布式能源和可持续解决方案,水电是其最大的盈利来源[3] - 公司未来其他领域的收入将增长更快,目前在建、准备建设和先进阶段的项目将在未来几年内增加2.45亿美元的年度自由现金流,同时公司还进行了多项收购,增加了风能和太阳能收入[7] 未来发展展望 - 尽管水电长期以来一直是公司主要盈利来源,但未来可能会发生变化,公司目前有143GW的扩张项目待开发,包括风能、太阳能、能源储存和可持续解决方案项目[5] - 尽管公司未来可能不再依赖水电作为增长驱动力,但计划利用其他可再生技术和可持续解决方案来实现每股自由现金流年均增长超过10%,支持5%至9%的年度股息增长[9]
Brookfield Renewable Partners Should Be A Core Holding In An Energy Portfolio
Seeking Alpha· 2024-01-23 17:39
可再生能源市场 - 可再生能源市场增长迅速,已经达到了比煤炭和天然气更便宜的程度,尤其在中国等传统煤炭和天然气消费大国[3] 发展项目管道 - Brookfield Renewable Partners拥有庞大的发展项目管道,预计未来三年将部署18GW的项目,年度部署速度将达到7GW,显示其持续增长的潜力[6][7][8]