Loading... Loading... While the broader market had its ups and downs in the first half of 2024, two utility stocks have defied expectations, delivering stellar returns and significantly outpacing their peers. The Utility sector, tracked by the SPDR Select Sector Fund – Utilities XLU, is up over 8% year-to-date, but Vistra Corp. VST and Constellation Energy Corp. CEG have soared to new heights, making them the standout performers in the sector. Vistra: A Shocking Surge Vistra has been the lightning bolt in t ...

文章核心观点 - 美国电动车市场预计将在近期内实现稳定增长,这应该有利于替代能源股票的前景 [1][4] - 但是风力涡轮机价格上涨和美中关系紧张可能会负面影响这些股票的增长率 [5][6][7] - 根据美国能源信息署(EIA)的预测,2024年美国风力发电量将增加5%,这应该有利于替代能源行业 [3] 行业概况 - 替代能源行业可以基本分为两类公司:一类从事替代能源和电力的生产和分销,另一类从事可再生项目的开发、设计和安装 [2] - 该行业还包括一些提供燃料电池能源解决方案的公司,这些解决方案最近作为一种经济实惠的清洁能源受到青睐 [2] - 根据国际能源署的报告,2024年全球清洁能源技术和基础设施投资有望达到2万亿美元,这反映了该行业拥有良好的增长机会 [2] 行业未来趋势 - 风能是一个关键的增长动力:根据EIA的数据,2023年风力涡轮机占美国公用事业规模发电量的10.2%,预计2024年将增加5% [3] - 电动车市场繁荣将推动清洁能源:随着交通领域电气化的蓬勃发展,更多人选择从汽油车转向电动车,这将推动电动车市场的增长 [4] - 成本上升和其他不利因素:近期可再生能源装机成本不断上升,特别是钢材价格上涨推高了风电成本 [5][6] - 中美关系恶化可能会影响绿色能源供应链,从而影响替代能源行业 [7] 行业评级和表现 - 替代能源行业在Zacks行业排名中位于前34%,反映了良好的近期前景 [9][10] - 该行业在过去一年中的表现优于标普500指数和能源板块 [13] - 该行业当前的EV/EBITDA估值水平低于标普500指数和能源板块 [13][14] 5只值得关注的替代能源股票 1. Crescent Energy Company (CRGY): - 宣布以21亿美元收购SilverBow Resources,预计将带来6500-1亿美元的年度协同效应 [15] - 过去4个季度的平均盈利惊喜为112.25%,2024年销售额预计增长20.4% [16] 2. NextEra Energy Partners (NEP): - 2024年第一季度营收同比增长4.9% [18] - 上季度盈利惊喜525%,2024年销售额预计增长7.3% [19] 3. Diversified Energy Company (DEC): - 将被纳入罗素2000指数,有望提高公司在美国投资者中的曝光度 [20] - 2024年盈利和销售额预计同比分别增长12.9%和7.9% [21] 4. Texas Pacific Land (TPL): - 董事会批准每股10美元的特别股息 [21] - 过去4个季度平均盈利惊喜9.71%,2024年销售额预计增长14.7% [22] 5. Constellation Energy (CEG): - 发布2024年可持续发展报告,重点介绍公司加速实现无碳能源未来的可持续业务战略 [23] - 过去一年股价上涨128.1%,长期盈利增长率为14.6% [24]

Constellation Energy Corporation (CEG) closed the most recent trading day at $216.10, moving -0.93% from the previous trading session. The stock trailed the S&P 500, which registered a daily loss of 0.31%. At the same time, the Dow added 0.67%, and the tech-heavy Nasdaq lost 1.09%.Shares of the company have depreciated by 5.42% over the course of the past month, underperforming the Oils-Energy sector's loss of 4.31% and the S&P 500's gain of 2.73%.Analysts and investors alike will be keeping a close eye on ...

Constellation Energy ((CEG) is now a $70 billion generator and marketer of electricity throughout the Mid-Atlantic and Midwest after shares rallied 90% this year.My colleague Ben Rains, who runs the Zacks Alternative Energy Innovators portfolio, bought CEG in late January and his members are enjoying the bulk of those gains as nuclear power regains its stature and attracts capital for long-term energy development projects.In a recent article, Ben described why CEG remains a core holding...Constellation Ener ...

Constellation Energy Corporation (CEG) closed the latest trading day at $212.02, indicating a -1.34% change from the previous session's end. The stock's change was less than the S&P 500's daily gain of 0.77%. At the same time, the Dow added 0.49%, and the tech-heavy Nasdaq gained 0.95%.The the stock of company has risen by 0.84% in the past month, leading the Oils-Energy sector's loss of 7.24% and undershooting the S&P 500's gain of 3.71%.The upcoming earnings release of Constellation Energy Corporation wil ...

Constellation Energy Corporation’s (CEG) strategic investments, focus on renewable energy, ability to boost shareholders’ and rising estimates for earnings make it a solid investment option in the utility sector.Let’s focus on the factors that make this Zacks Rank #1 (Strong Buy) company a strong investment pick at the moment.Growth Projections & Surprise HistoryThe Zacks Consensus Estimate for 2024 and 2025 earnings per share has moved up 2.8% and 6.4%, respectively, in the past 60 days.CEG’s long-term (th ...

The S&P 500 Index has been on an incredible rally this year, achieving new milestones and gaining 13.6% so far. The index has now crossed the 5,400 level for the first time after hitting the 5,300 threshold last month, underscoring strong confidence. The latest leg of the rally came on cooler-than-expected inflation data despite hawkish commentary from the Fed (read: ETFs in Focus on the Upcoming S&P 500 Shake-Up).SPDR S&P 500 ETF Trust (SPY) , the proxy version of the S&P 500 Index, has gained 13.3% in the ...

文章核心观点 - 摩根士丹利列出了8家上市公司,这些公司可能从核电行业的1.5万亿美元复兴中获益[1][2][3] - 这些公司涵盖了发电、设备供应和铀矿开采等领域,包括美国、中国、日本和澳大利亚的企业[2][3][4] - 摩根士丹利认为,未来核电行业将出现5大趋势:1)核电装机容量将在2050年前增加3倍[6];2)核电有助于发展人工智能[7];3)绿色债券可能为核电融资[7];4)成本挑战需要克服,包括建设、劳动力短缺和铀供给,小型模块反应堆和核聚变可能是游戏规则的改变者[8];5)到2050年,全球核电投资需求将达1.5-2.5万亿美元[9][10] 行业总结 - 如果核电复兴实现,到2050年核电将占全球电力的17%,较目前的12%有所上升[11] - 中国将引领全球核电装机容量的增长,美国也有望超出预期[12] - 但建设延迟、劳动力短缺和成本超支等风险仍然存在,可能影响核电项目的价值[13] 公司总结 - 美国的柯蒂斯-赖特公司和德克萨斯的维斯特拉公司被摩根士丹利看好,预计股价分别可上涨23%和21%[13] - 铀价有望继续上涨,未来3年内可能达到每磅115美元,创2007年高点146美元[16] - 美国现有核电机组有望通过提高基荷电力需求和电价来增加发电能力[17] - 摩根士丹利和花旗银行建议投资受监管的公用事业公司,如杜克能源和南方公司[18]

Constellation Energy Corporation (CEG) closed the most recent trading day at $218.31, moving +1.71% from the previous trading session. This change outpaced the S&P 500's 0.27% gain on the day. At the same time, the Dow lost 0.31%, and the tech-heavy Nasdaq gained 0.88%.Shares of the company witnessed a gain of 0.49% over the previous month, beating the performance of the Oils-Energy sector with its loss of 3.25% and underperforming the S&P 500's gain of 2.85%.Market participants will be closely following th ...

Constellation Energy Corporation (CEG) shares rallied 8.4% in the last trading session to close at $214.63. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 7.9% loss over the past four weeks.Constellation Energy is the largest owner of nuclear plants in the US and produces clean electricity for its customers. It expects to invest nearly $5.1 billion during 2024-2025 period to strengthen its infrastructure and ...