BROOKFIELD, NEWS, July 22, 2024 (GLOBE NEWSWIRE) -- Brookfield Reinsurance (NYSE, TSX: BNRE, BNRE.A) today announced the approval of all items of business at the company’s annual general and special meeting of shareholders. The meeting was held earlier today in a virtual meeting format. All five nominees proposed for election to the board of directors by holders of class A exchangeable limited voting shares (“class A shares”) and all five nominees proposed for election to the board of directors by the holde ...

文章核心观点 - 布鲁克菲尔德可再生能源合伙公司(BEP)是一家领先的可再生能源公司,拥有水电、公用事业规模太阳能、风能、电池储能和生物燃料等多元化资产 [4] - BEP受益于稳定的收入来源,90%的发电量有长期合同支持,平均合同期限13年,70%的收入与通胀挂钩 [4] - BEP在全球范围内布局,75%的现金流来自发达市场,水电占比47%,风电和太阳能占比较大 [4] - 全球对可再生能源的需求持续增长,受益于政策和企业的气候目标,BEP与微软签署了10.5GW的电力购买协议 [5] - BEP过去几年保持了良好的业绩增长,2016年以来FFO和分红均实现了两位数增长 [5] - BEP最近宣布以65亿美元收购法国可再生能源公司Neoen,将大幅提升公司的太阳能、风能和储能能力 [6] - BEP目前估值较低,股息收益率达5.9%,预计今年FFO增长10%,具有较强的安全边际 [7] 公司概况 - 布鲁克菲尔德可再生能源合伙公司(BEP)是一家领先的可再生能源公司,拥有多元化的资产组合,包括水电、太阳能、风能、电池储能和生物燃料等 [4] - BEP的收入有90%来自长期合同,平均合同期限13年,70%的收入与通胀挂钩,具有稳定的现金流 [4] - BEP在全球范围内布局,75%的现金流来自发达市场,水电占比47%,风电和太阳能占比较大 [4] 行业发展 - 全球对可再生能源的需求持续增长,受益于政策和企业的气候目标,BEP与微软签署了10.5GW的电力购买协议 [5] 公司业绩 - BEP过去几年保持了良好的业绩增长,2016年以来FFO和分红均实现了两位数增长 [5] - BEP最近宣布以65亿美元收购法国可再生能源公司Neoen,将大幅提升公司的太阳能、风能和储能能力 [6] - BEP目前估值较低,股息收益率达5.9%,预计今年FFO增长10%,具有较强的安全边际 [7]

BROOKFIELD, NEWS, July 17, 2024 (GLOBE NEWSWIRE) -- Brookfield Renewable Partners L.P. (TSX: BEP.UN; NYSE: BEP) (“Brookfield Renewable”) today announced that after having taken into account all election notices received by the July 16, 2024 deadline for conversion of Brookfield Renewable Power Preferred Equity Inc.’s (“BRP Equity”) currently outstanding Class A Preference Shares, Series 3 (the “Series 3 Shares”) (TSX: BRF.PR.C) into Class A Preference Shares, Series 4 (the “Series 4 Shares”), no Series 3 Sh ...

BROOKFIELD, NEWS, July 15, 2024 (GLOBE NEWSWIRE) -- Brookfield Renewable (NYSE: BEP, BEPC; TSX: BEP.UN, BEPC) (“Brookfield Renewable”) today announced that it has agreed to issue C$400 million aggregate principal amount of medium-term notes (the “Notes”), comprised of C$100 million aggregate principal amount of Series 17 Notes (the “Series 17 Notes”), due January 10, 2054, with an effective interest rate1 of 5.417% and C$300 million aggregate principal amount of Series 18 Notes (the “Series 18 Notes”), due ...

A couple of factors seem to have weighed on the infrastructure giant.Units of Brookfield Infrastructure Partners (BIP 0.65%) declined by 12.9% in the first half of 2024, according to data from S&P Global Market Intelligence. That was a steeper decline than its corporate twin, Brookfield Infrastructure Corporation (BIPC 1.85%), which fell only 4.6% in the first half. Both entities significantly underperformed the S&P 500, which rallied 14.5% to start 2024. Here's a look at what weighed on the infrastructure ...

文章核心观点 - 布鲁克菲尔德基础设施合伙公司(BIP)是一家管理良好、高质量的公司,提供了吸引人的股息和增长潜力组合 [2] - 公司过去一年股价大幅下跌,现在估值非常有吸引力,是长期投资者寻求股息增长或总回报投资的良机 [2] 公司概况 - 布鲁克菲尔德基础设施合伙公司是布鲁克菲尔德集团旗下的基础设施资产公司,专注于基础设施资产投资 [4] - 公司资产组合包括交通运输、公用事业、数据业务等多个领域,能够从多个重要宏观趋势中获益 [4][5] - 公司过去15年每股基金运营收益(FFO)以中高个位数的年增长率增长,体现了出色的管理能力 [6] 增长动力 - 公司未来FFO增长将来自于多方面因素,包括通胀调整、有机投资、利润率提升、并购等 [6] - 公司大部分收入与通胀挂钩,即使资产本身不变,收入也会随着通胀上升而增长 [6] - 公司通过并购和新建资产不断扩大业务规模,如最近收购印度2.8万座电信塔,增加了对印度市场的敞口 [6] - 公司在并购后会优化资产,通过降低成本或增加收入来提升利润率 [6] 估值分析 - 即使公司未来FFO增长仅为5%,其股息收益率5.5%加上5%的股息增长,也能提供10-11%的总回报 [8] - 公司当前仅10倍前瞻性FFO估值,对于一家有10%以上FFO增长目标的公司来说,估值较低 [8] - 未来利率下降可能会提升市场对公司这类股息增长股的需求,带来估值上升空间 [8]

The global renewable-energy giant continues to make needle-moving deals.Brookfield Renewable (BEPC 2.87%) (BEP 3.38%) is no stranger to making acquisitions. The leading global renewable energy producer has made several over the past couple of years. Those deals have the company on track to generate meaningful earnings growth again in 2024. The company just made another game-changing move. It's buying French renewable energy developer Neoen in a $6.5 billion deal. The two-phased transaction will enhance the ...

CALGARY, Alberta, July 10, 2024 (GLOBE NEWSWIRE) -- Brookfield Residential Properties ULC (“Brookfield Residential” or the “Company”) today announced that its 2024 second quarter results will be released after market closes on Thursday, August 1, 2024. The financial results and information relating to the 2024 second quarter will be posted on the Company’s website at BrookfieldResidential.com. Current holders and beneficial owners of, and prospective investors in, Brookfield Residential’s debt securities, s ...

BROOKFIELD, NEWS, July 10, 2024 (GLOBE NEWSWIRE) -- Brookfield Corporation (TSX:BN, NYSE:BN) will host its second quarter 2024 conference call and webcast on Thursday, August 8, 2024 at 10:00 a.m. (ET). Results will be released that morning before 7:00 a.m. (ET) and will be available on our website at https://bn.brookfield.com/news-events/press-releases. Participants can join by conference call or webcast: Conference Call Please pre-register by conference call: https://register.vevent.com/register/BI7f26355 ...

BROOKFIELD, NEWS, July 10, 2024 (GLOBE NEWSWIRE) -- Brookfield Corporation (TSX: BN, NYSE: BN) will host its second quarter 2024 conference call and webcast on Thursday, August 8, 2024 at 10:00 a.m. (ET). Results will be released that morning before 7:00 a.m. (ET) and will be available on our website at https://bn.brookfield.com/news-events/press-releases. Participants can join by conference call or webcast: Conference Call Please pre-register by conference call: https://register.vevent.com/register/BI7f263 ...