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Is Central Puerto (CEPU) Stock Outpacing Its Oils-Energy Peers This Year?
ZACKS· 2024-09-05 22:41
For those looking to find strong Oils-Energy stocks, it is prudent to search for companies in the group that are outperforming their peers. Central Puerto S.A. Sponsored ADR (CEPU) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Oils-Energy sector should help us answer this question.Central Puerto S.A. Sponsored ADR is one of 247 ...
CEPU Stock Earnings: Central Puerto Reported Results for Q2 2024
Investor Place· 2024-08-23 09:52
Central Puerto (NYSE:CEPU) just reported results for the second quarter of 2024.Central Puerto reported earnings per share of 5 cents.The company reported revenue of $168.00 million.InvestorPlace Earnings is a project that leverages data from TradeSmith to automate coverage of quarterly earnings reports. InvestorPlace Earnings distills key takeaways including earnings per share and revenue, as well as how a company stacks up to analyst estimates. These articles are published without human intervention, allo ...
Is Central Puerto (CEPU) Outperforming Other Oils-Energy Stocks This Year?
ZACKS· 2024-08-16 22:46
Investors interested in Oils-Energy stocks should always be looking to find the best-performing companies in the group. Central Puerto S.A. Sponsored ADR (CEPU) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.Central Puerto S.A. Sponsored ADR is one of 247 individual stocks in the Oils-Energy sector. Collectively, these companies sit at #13 in ...
New Strong Buy Stocks for August 14th
ZACKS· 2024-08-14 18:20
Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:DBS Group Holdings Ltd (DBSDY) : This commercial banking and financial services company has seen the Zacks Consensus Estimate for its current year earnings increasing 7.7% over the last 60 days.Central Puerto S.A. (CEPU) : This electric power generation company has seen the Zacks Consensus Estimate for its current year earnings increasing 81.8% over the last 60 days.Sylvamo Corporation (SLVM) : This manufacturer of uncoated freesheet fo ...
Best Income Stocks to Buy for August 14th
ZACKS· 2024-08-14 16:10
Here are three stocks with buy rank and strong income characteristics for investors to consider today, August 14th:DBS Group Holdings Ltd (DBSDY) : This commercial banking and financial services company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 7.7% over the last 60 days.This Zacks Rank #1 company has a dividend yield of 6%, compared with the industry average of 4.4%.Central Puerto S.A. (CEPU) : This electric power generation company has a Zacks ...
Central Puerto(CEPU) - 2024 Q2 - Earnings Call Transcript
2024-08-13 02:09
财务数据和关键指标变化 - 公司第二季度收入为1.68亿美元,同比增长15% [10] - 调整后EBITDA为4600万美元,同比下降27% [25] - 净利润为800万美元,同比下降49% [28] - 截至2024年6月30日,净债务为2.29亿美元,较2023年12月减少5800万美元,净债务调整后EBITDA比率为0.9倍 [10] 各条业务线数据和关键指标变化 - 水电业务发电量增加94%,达到978吉瓦时,主要由于水位上升 [20] - 可再生能源发电量增加5%,主要由于收购的Guañizuil太阳能电厂贡献48吉瓦时 [21] - 风电发电量下降8%,主要由于2023年12月的风暴影响了La Castellana II电厂,以及La Castellana I电厂进行了维护 [21] - 热电业务发电量下降7%,主要由于水电和核电供给增加导致调度降低 [22] 各个市场数据和关键指标变化 - 阿根廷电力装机容量增加0.5%至43,603兆瓦,其中可再生能源增加533兆瓦,热电减少335兆瓦 [16][17] - 电力需求增加2%至33.4太瓦时,主要由于住宅用电增加 [19] - 电力进出口净额有所下降,出口增加,进口减少 [19] 公司战略和发展方向及行业竞争 - 公司正在开发新的输电线项目,将可再生能源输送到北部的矿业公司 [38][39][40][41][43] - 公司有意参与Piedra del Aguila水电站的新特许经营权竞标,利用自身运营经验获得优势 [34][35][36][37] - 公司正在执行San Carlos太阳能项目和Brigadier López燃气电厂改造项目,进展顺利 [14][15] 管理层对经营环境和未来前景的评论 - 管理层表示,公司正在寻求新的发展机会,因为现有的可再生能源市场已经饱和,需要开拓新的需求市场,如北部矿业公司 [39][40] - 管理层对Piedra del Aguila水电站新特许经营权竞标表现出浓厚兴趣,认为自身运营经验将成为优势 [34][35][36][37] - 管理层对在建项目的进展表示满意,认为项目进展顺利 [14][15] 其他重要信息 - 公司第二季度发电量增加5%至4,985吉瓦时 [8] - 公司装机容量为6,703兆瓦,保持行业领先地位 [8] - 2023年12月的大幅贬值及之后通胀高于贬值导致公司财务数据受到非现金影响 [9] - 公司接受了政府关于2023年12月和2024年1月应收账款的支付方案,造成约2250万美元的损失 [11] 问答环节重要的提问和回答 问题1 **Martin Arancet 提问** 公司是否有意参与Piedra del Aguila水电站新特许经营权的竞标,并是否凭借自身运营经验获得优势 [33] **Fernando Bonnet 回答** 公司有意参与Piedra del Aguila水电站新特许经营权的竞标,并认为自身丰富的运营经验将成为优势 [34][35][36][37] 问题2 **Martin Arancet 提问** 公司是否考虑与YPF合作开发输电线项目,以及如何回收投资 [38][42] **Fernando Bonnet 回答** 公司正在与潜在客户接洽,收集需求信息,以评估开发输电线项目的可行性,并愿意与YPF等公司合作 [39][40][41][43] 问题3 **Martin Arancet 提问** 公司未来两年的资本支出计划和是否考虑债务融资 [44] **Fernando Bonnet 回答** 公司未来两年的主要资本支出包括Brigadier López燃气电厂改造项目和San Carlos太阳能项目,预计总投资约1.5亿美元,公司有能力自筹资金 [45]
Are Investors Undervaluing Central Puerto (CEPU) Right Now?
ZACKS· 2024-07-31 22:46
The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use tried-and-true metrics and fundamental analysis to find companies that they believe are undervalued at ...
Central Puerto(CEPU) - 2024 Q1 - Quarterly Report
2024-06-07 04:13
6-K 1 cepu_6k.htm FORM 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 27a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of June, 2024 Commission File Number: 001-38376 Central Puerto S.A. (Exact name of registrant as specified in its charter) Port Central S.A. (Translation of registrant's name into English) Avenida Thomas Edison 2701 C1104BAB Buenos Aires Republic of Argentina +54 (11) 4317-5000 (A ...
Central Puerto(CEPU) - 2024 Q1 - Earnings Call Transcript
2024-05-14 03:14
财务数据和关键指标变化 - 公司2024年第一季度收入为1.5亿美元,同比增长15% [14] - 公司2024年第一季度调整后EBITDA为8400万美元,同比增长36% [14][37] - 公司2024年第一季度净利润为3200万美元,同比增长近6倍 [40] - 公司2024年3月31日净债务为3.26亿美元,较上年末减少1亿美元,净债务对调整后EBITDA比率为1.1倍 [15] 各条业务线数据和关键指标变化 - 公司发电量增加8%至55.2亿千瓦时,主要由于2023年2月中旬收购的Central Costanera和2023年10月收购的Guañizuil太阳能电厂的贡献 [29][30] - 水电业务发电量下降5%,主要由于水资源可用性下降和需求下降趋势 [30] - 可再生能源业务发电量略有上升,主要由于Guañizuil太阳能电厂的贡献 [30] - Central Costanera发电量占公司总热电发电量的54% [31] 各个市场数据和关键指标变化 - 2024年第一季度阿根廷总装机容量增加1%至43,873兆瓦,其中可再生能源增加13%至6,680兆瓦 [21][22] - 2024年第一季度阿根廷总发电量增加2%至39,285吉瓦时,其中热电下降9%,核电增加71%,可再生能源增加20%,水电增加5% [25][26][27] - 2024年第一季度阿根廷电力需求下降4%,主要由于住宅用电下降6% [28] 公司战略和发展方向及行业竞争 - 公司正在进行可再生能源业务的重组,以提高行政和运营效率 [61] - 公司暂时不考虑在阿根廷以外的国家进行新的电厂投资,将集中精力在阿根廷市场 [62] - 公司正在分析是否参与政府最新的Telcoff电力拍卖,但目前政府对该拍卖的态度还不明确 [49][50][51][52][53] 管理层对经营环境和未来前景的评论 - 公司对政府最新出台的第58号决议造成的经济损失表示关注,正在评估采取必要措施维护自身权益 [20] - 公司预计今年将集中精力在阿根廷市场,不会有重大的海外投资 [62] - 公司认为政府对新电力合同的态度还不明确,需要进一步观察政府对CAMMESA债务问题的处理方式 [53] 问答环节重要的提问和回答 问题1 **Martin Arancet 提问** 政府延长Telcoff电力拍卖的PPA签署期限,公司对此有何预期? [49] **Alejandro Díaz López 回答** 政府延期可能是为了进一步分析电网需求,特别是AMBA地区的需求。公司目前还没有政府是否最终推进该拍卖的明确信息,需要观察政府对CAMMESA债务问题的处理态度。[50][51][52][53] 问题2 **Martin Arancet 提问** CAMMESA最近未按时支付FONI款项,公司对此有何看法? [54] **Alejandro Díaz López 回答** 公司预计将在本月收回两期FONI款项,并在下月恢复按时支付。公司未包括在第58号决议的支付机制中。[55] 问题3 **Unidentified Analyst 提问** 公司目前的融资计划是什么? [73] **Alejandro Díaz López 回答** 公司目前的在建项目,如Brigadier López联合循环电厂和15兆瓦太阳能项目,可以由公司现金流和现金储备来支持。如果未来需要为新项目融资,公司将需要寻求额外的债务融资。[73][74]
Central Puerto(CEPU) - 2023 Q4 - Annual Report
2024-04-29 22:04
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________ FORM 20-F _______________________ ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________________ to ____ ...