As the curtain opens in 2024, the focus on climate change and renewable energy intensifies. The International Energy Agency’s World Energy Outlook 2023 reveals a future where renewable sources will make up 50% of the global electricity mix by 2030. Hence, the shift toward a greener future is accelerating, and even after a tough year, renewable energy stocks are ready for a resurgence.Moreover, driven by the urgent need to address climate change, governments worldwide are progressively embracing renewable en ...

Brookfield Renewable (BEPC) (BEP 1.42%) is a cash flow machine. The renewable energy producer generates very stable cash flow backed by long-term power purchase agreements with utilities and large corporate buyers. It uses that cash to pay dividends and grow its portfolio of cash-producing clean energy assets.That strategy has paid off for shareholders over the years. Brookfield Renewable has consistently beaten the S&P 500:TimeframeBrookfield Renewable Annualized Total ReturnS&P 500 Annualized Total Return ...

The green revolution is making our future look clean and green. IEA’s new World Energy Outlook 2023 states that the world is set to change significantly by 2030. It also adds that the share of renewable energy will be 50% of the global electricity mix. Renewable energy is the way to go ahead and, although these energy stocks had a rough year and the companies couldn’t impress investors, it is time to reconsider them. The companies discussed here benefit from government subsidies, which allow for higher reve ...

thitivong Billionaire investor and CEO of the world's largest asset manager, BlackRock, Inc. (BLK) - Larry Fink - just had his company buy a large infrastructure business - Global Infrastructure Partners - for ~$12 billion. This is just the latest move in line with Mr. Fink's big bet on the global infrastructure sector, which he recently called: one of the most exciting long-term investment opportunities. In fact, beyond the value inherent in Global Infrastructure Partners' existing holdings, the plan is fo ...

公司股价表现 - Brookfield Renewable (BEP -1.79%) (BEPC -1.84%)是一家高收益股票，股价下跌近50%，但对于寻求 passsive income 的投资者来说，现在是一个绝佳的买入时机[1] - 公司股价的急剧下跌主要是由于估值达到不可持续的水平，以及2022年美联储的利率大幅上涨[2][3] 股息收益率和分配增长 - 尽管股价下跌，但Brookfield Renewable的股息收益率依然很高，分别为BEP近5%和BEPC近4.6%。公司自2012年以来每年以6%的复合年增长率增加分配[6] - 公司管理层对未来的分配增长非常有信心，预计可实现5%至9%的年增长率[7] 税务问题和总回报预期 - 尽管BEP的收益率较高，但投资有一些税务问题，而BEPC的股票则主要是为了避免这些问题[9] - 公司认为，它将能够实现12%至15%的总回报[10] 可再生能源资产和竞争力 - 公司约90%的现金流受到了13年期的电力购买协议的约束，大约70%的收入具有内置的通货膨胀升级器[8] - 随着对可再生能源的需求不断增长，公司有望在未来实现可观的增长[11] - 公司目前拥有全球约31,500兆瓦的水电、风能、太阳能和储能设施，开发管道中约有143,400兆瓦的可再生能源资产[13] - 总的来说，Brookfield Renewable在可再生能源领域具备强大的竞争力，对于寻求收入和增长的投资者来说，这支股票看起来是一个不错的选择[14]

Compound interest is a powerful wealth creator. For example, an investment that can deliver a 13% annual rate of return can double in value in less than six years. While 13% is an above-average return, many high-quality dividend stocks have delivered an average annual total return above that level over the past decade (and can continue doing so in the future). Prologis (PLD 0.17%) and Brookfield Renewable (BEPC -1.84%) (BEP -1.79%) are high-performing dividend stocks. They should have the fuel to double inv ...

The Nasdaq Green Energy Index ETF (NASDAQ:QCLN) is down by approximately 25% year-over-year suggesting various buy-the-dip opportunities exist in the renewable energy space. Although renewable energy stocks typically possess high downside risk, diversification benefits can be obtained by investing in them. Furthermore, the renewable energy arena possesses robust fundamentals. For example, the broad-based end market is set to grow at a compound annual growth rate of 8.6% until 2031. Moreover, renewable energ ...

halbergman/E+ via Getty Images It's unfortunately a partisan issue, but climate change is real and renewables have had the lowest levelized cost of electricity versus other competing technologies for a while now. The impact of this has seen and will continue to see an unprecedented boom in the rollout of onshore wind and utility-scale solar. There will need to be hundreds of billions of dollars invested up until the end of the decade and beyond in the US and other developed countries and Brookfield Renewabl ...

财务数据和关键指标变化 - 公司在第三季度继续保持强劲的经营业绩,生产经营现金流(FFO)同比增长7%,达到每单位1.29美元 [31] - 公司的财务状况保持稳健,预计今年将完成约200亿美元的非追索性融资,获得超过8亿美元的再融资收益,同时维持投资级信用评级 [34] 各条业务线数据和关键指标变化 - 公司的水电资产组合为公司提供了稳定的基荷电力供应,在当前环境下具有独特优势,未来几年内这些资产的再次签约将带来额外的FFO增长 [32] 各个市场数据和关键指标变化 - 公司在英国收购了一家领先的独立可再生能源开发商Banks Renewables,拥有260兆瓦的在役风电资产和800兆瓦的近期开发项目 [18][19] - 公司在印度与Axis Energy合作,未来3年内预计将开发2,500兆瓦的风电和太阳能项目 [20] 公司战略和发展方向及行业竞争 - 公司将继续专注于快速去风险和提供适当风险调整回报的机会,不会在开发上妥协原有的原则 [13] - 公司看好陆上风电的发展前景,预计未来10年内美国将新增100吉瓦以上的陆上风电装机 [15] - 公司认为核电作为可靠的零碳技术,对支持可再生能源的增长非常重要,未来将通过收购Westinghouse进一步布局核电领域 [23][24][25] 管理层对经营环境和未来前景的评论 - 公司认为当前市场环境为公司提供了大量具有吸引力的投资机会,特别是一些缺乏资本和运营能力的优质开发商 [9][10] - 公司看好大型科技公司对清洁电力的强劲需求,并利用自身的发电资产和营销能力为其提供解决方案 [11][12] - 公司对未来发展前景充满信心,将继续保持谨慎的资本配置策略,为投资者创造长期12%-15%的总回报 [37] 问答环节重要的提问和回答 问题1 **Sean Steuart 提问** 公司对海上风电的看法如何,是否会利用当前估值下降的机会进行布局? [41][42][43][44] **Connor Teskey 回答** 公司对海上风电技术本身持积极态度,但过去一直不看好其投资特征。随着近期一些不利因素的出现,公司认为海上风电的投资机会正在变得更加吸引人,未来可能会更积极地参与其中。 [42][43][44] 问题2 **Robert Hope 提问** 公司未来的资本来源和使用计划如何,是否会加大资产出售来支持增长? [51][52][53][54][55] **Connor Teskey 回答** 公司有充足的流动性支持未来增长,包括通过资产再融资和新收购资产自身的融资能力。同时公司也会根据市场环境适当考虑股票回购,在资本配置上保持灵活和谨慎。 [52][53][54][55][56][57] 问题3 **David Quezada 提问** 公司未来对核电业务的规划如何,是否会超出Westinghouse的范畴? [60][61][62][63][64][65] **Connor Teskey 回答** 公司认为核电与可再生能源一样,都是实现脱碳、电气化和能源安全的关键技术。通过收购Westinghouse,公司将拥有从大型反应堆到小型模块反应堆的全套核电产品线,未来可以利用这些产品为大型电力用户和企业客户提供清洁可调度的基荷电力。 [61][62][63][64][65]

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