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ML Rural Crafts Laboratory News

333

From Water into Utilities Sector

Heating, Water, Electrics Installation and Repair


Craft News

  • Water Is Not A Fuel
  • Residents give water to help with crisis
  • Residents warned of planned water shut down on Wednesday
    March 1, 2019

    Top Longs Based on Momentum

    9fa
    tickernamecountrysectorPeriodChange
    SBSP3COMPANHIA DE SANEAMENTO BASICO DEBrazilUtilities63.37
    SBSP3COMPANHIA DE SANEAMENTO BASICO DEBrazilUtilities63.37
    ELET3CENTRAIS ELETR BRAS-ELETROBRASBrazilUtilities63.02
    ELET3CENTRAIS ELETR BRAS-ELETROBRASBrazilUtilities63.02
    ELET6CENTRAIS ELETR BRAS-ELETROBRAS SERBrazilUtilities52.80
    EQTL3EQUATORIAL ENERGIA SABrazilUtilities29.07
    PGASPERUSAHAAN GAS NEGARA (PERSERO)IndonesiaUtilities28.57
    ENELAMENEL AMERICAS SAChileUtilities23.53
    ENELAMENEL AMERICAS SAChileUtilities23.53
    GULF.RGULF ENERGY DEVELOPMENT PCL NON-VOThailandUtilities21.30

    Top Shorts Based on Momentum

    977
    tickernamecountrysectorPeriodChange
    SEVSUEZ SAFranceUtilities-13.66
    TATAPOWERTATA POWER LTDIndiaUtilities-8.26
    TENAGATENAGA NASIONALMalaysiaUtilities-7.35
    TENAGATENAGA NASIONALMalaysiaUtilities-7.35
    384CHINA GAS HOLDINGS LTDChinaUtilities-7.29
    384CHINA GAS HOLDINGS LTDChinaUtilities-7.29
    958HUANENG RENEWABLES CORPORATION CORChinaUtilities-6.45
    GAILGAIL INDIA LTDIndiaUtilities-5.08
    916CHINA LONGYUAN POWER GROUP CORP LTChinaUtilities-5.06
    MERMANILA ELECTRICPhilippinesUtilities-4.23
    355
    MLIndexnameytd1monthFy1PE
    MXEF Index MSCIMSCI EM3.393.5110.0
    DJUSUTT Index Dow JonesDJ US UtilitiesTr0.33-5.7315.7

    Commodities YTD Performance

    1f40
    3cc
    NameUnitsKeyLastPriceCurrencyYTDChange USDpct1month
    Brent Crude (ICE)USD/bbl.Oil61.31USD22.082.06
    Rubber (Tokyo)JPY/kgRubber180.00JPY7.2110.43
    Palladium SpotUSD/t oz.Palladium1333.09USD6.239.16
    Lean Hogs (CME)USd/lb.Lean Hogs0.6378USD5.77-5.86
    Silver (Comex)USD/t oz.Silver15.73USD5.439.01
    Platinum SpotUSD/t oz.Platinum824.13USD3.864.17
    Oats (CBOT)USd/bu.Oats2.8625USD3.810.88
    3Mo Tin (LME)USD/MT3Mo Tin20065.00USD3.564.61
    Sugar #11 (ICE)USd/lb.Sugar0.1275USD2.821.43
    Soybean (CBOT)USd/bu.Soybean9.22USD2.791.57
    Rough Rice (CBOT)USD/cwtRough Rice10.79USD2.76-0.46
    Live Cattle (CME)USd/lb.Live Cattle1.258USD2.462.79
    Coffee 'C' (ICE)USd/lb.Coffee1.0454999999999999USD2.30-1.27
    Cocking CoalCNY/MTCocking Coal1423CNY1.57-6.38
    Gold SpotUSD/t oz.Gold1291.54USD1.434.48
    Cocoa (ICE)USD/MTCocoa2346.00USD1.3410.61
    Corn (CBOT)USd/bu.Corn3.8175USD1.06-0.33
    Ethanol (CBOT)USD/gal.Ethanol1.28USD0.791.59
    3Mo Zinc (LME)USD/MT3Mo Zinc2492.00USD0.73-4.81
    Wheat (CBOT)USd/bu.Wheat5.1825USD0.340.63
    Cotton #2 (ICE)USd/lb.Cotton0.7277USD0.30-9.22
    Canola (ICE)CAD/MTCanola484.10CAD0.120.06
    NickelUSD/MTNickel11015USD0.000.00
    Copper (Comex)USd/lb.Copper2.645USD-0.34-2.67
    Feeder Cattle (CME)USd/lb.Feeder Cattle1.449USD-0.45-0.40
    Lumber (CME)USD/1000 board feetLumber336.30USD-0.624.51
    3Mo Aluminum (LME)USD/MT3Mo Aluminum1852.50USD-2.14-5.92
    Orange Juice (ICE)USd/lb.Orange Juice1.251USD-2.23-13.06
    SteelUSD/MTSteel450USD-3.23-4.36
    Natural Gas (Nymex)USD/MMBtuNatural Gas3.07USD-13.76-29.91

    Country USD Yields Ordered By YTD Yield Change

    1f40
    countryYieldYieldChange
    Bermuda21.8713.22
    Zambia12.476.08
    Lebanon12.505.22
    Argentina9.403.72
    Tunisia9.213.42
    Ecuador9.632.88
    Ukraine9.362.57
    Turkey7.922.52
    Sri Lanka7.142.22
    Italy7.182.20
    Gabon8.212.16
    Oman6.631.89
    Jamaica7.981.88
    Kazakhstan6.501.86
    India6.361.75
    Egypt7.471.69
    Ghana7.731.68
    Kenya7.351.66
    Cote D'Ivoire (Ivory Coast)7.321.62
    Costa Rica7.601.59
    China6.211.58
    Senegal6.991.47
    Trinidad and Tobago5.641.47
    Nigeria7.301.42
    Bolivia6.331.35
    Pakistan7.471.33
    Singapore5.361.33
    Macau6.241.21
    Romania4.501.17
    Switzerland8.281.14
    Australia5.831.13
    Thailand4.801.07
    Jordan7.211.03
    Ethiopia6.831.02
    United States6.441.01
    Russian Federation5.391.00
    South Africa5.850.98
    Belgium6.380.98
    Lithuania3.430.96
    El Salvador7.450.94
    Dominican Republic5.750.92
    Mexico5.430.91
    Hong Kong4.840.90
    Serbia4.020.89
    Hungary3.990.83
    Chile5.150.81
    Morocco4.670.80
    Indonesia4.730.80
    Panama4.890.77
    Malaysia4.350.75
    Iraq7.140.75
    Slovak Republic3.210.73
    Mongolia6.150.73
    Netherlands5.570.72
    France7.380.71
    Vietnam4.410.70
    United Kingdom6.310.70
    Kuwait4.290.69
    Uruguay4.380.67
    Peru4.780.67
    Brazil6.290.67
    Angola7.610.63
    Poland3.290.59
    Croatia (Hrvatska)3.860.59
    Supranational4.160.59
    Saudi Arabia5.280.58
    Canada6.210.57
    Qatar4.360.56
    Guatemala5.290.56
    United Arab Emirates4.820.54
    Sweden4.560.52
    Colombia4.990.51
    Philippines3.910.49
    Taiwan3.900.45
    Ireland5.770.43
    Korea (South)4.120.42
    Germany5.560.42
    Finland4.420.38
    Paraguay5.530.37
    Israel5.760.34
    Azerbaijan4.930.17
    Bahrain6.04-0.14
    Luxembourg8.43-0.86
    Venezuela0.13-52.37
  • Utilities Regional Performance Last Month 72f
    SubindustryEuropeEMUGEMWorld
    Utilities: Independent Power & Renewable Electricity Producers-0.09-0.090.283.35
    Utilities: Multi-Utilities-0.80-0.92-3.870.72
    Utilities Sector-1.68-1.89-1.280.35
    Utilities Industry Group-1.68-1.89-1.280.35
    Utilities: Gas Utilities-4.70-4.70-0.270.20
    Utilities: Electric Utilities-2.01-2.32-2.310.03
    Utilities: Water Utilities-4.410.00-2.13-0.56

    Utilities Regional Performance YTD

    734
    SubindustryEuropeEMUGEMWorld
    Utilities: Independent Power & Renewable Electricity Producers12.1312.136.8312.04
    Utilities: Water Utilities10.160.0010.898.92
    Utilities: Multi-Utilities8.868.64-0.407.00
    Utilities: Gas Utilities4.644.640.246.37
    Utilities Sector6.255.174.855.31
    Utilities Industry Group6.255.174.855.31
    Utilities: Electric Utilities4.083.105.493.81

    Utilities Performance in Various Countries Last Month

    b6e
    countryPeriodChange
    Brazil41.10
    Indonesia28.57
    Thailand15.01
    Philippines14.15
    Korea (South)13.63
    Colombia12.00
    Germany11.96
    Chile11.19
    Italy10.82
    Finland9.12
    Spain8.92
    Bangladesh8.70
    Australia7.97
    Argentina7.32
    United Kingdom6.64
    Hong Kong6.25
    Canada5.97
    Czech Republic5.91
    Portugal4.57
    Qatar4.45
    Mexico3.67
    Japan3.60
    Poland3.57
    China2.56
    United States0.82
    Russian Federation0.00
    France-0.02
    Vietnam-2.83
    India-3.28
    Malaysia-3.33
    Romania-16.91

    Utilities Valuation and Growth in Various Countries (Simple Averages)

    11f0
    CountryPEFy0PEFy12018Growth
    INDONESIA15.3424.0677.87
    CHINA9.7713.8177.33
    BRAZIL9.369.5848.71
    INDIA11.818.9629.38
    SOUTH KOREA0.003.8629.37
    AUSTRALIA31.6815.0427.52
    FINLAND0.000.0023.24
    CHILE10.4910.5319.02
    JAPAN13.1612.3217.66
    ITALY14.9713.3615.37
    PHILIPPINES12.8312.7415.29
    HONG KONG15.0117.1614.66
    UNITED STATES16.3314.559.39
    MALAYSIA17.7416.908.79
    SPAIN12.7817.718.72
    BRITAIN11.2611.637.97
    CANADA16.0210.593.89
    PORTUGAL0.0011.883.23
    NEW ZEALAND18.9016.202.15
    ROMANIA0.000.000.00
    FRANCE14.8813.77-1.58
    THAILAND13.1014.91-1.97
    RUSSIA5.973.44-6.05
    GERMANY0.0010.53-7.75
    AUSTRIA12.4423.42-10.76
    CZECH0.0014.85-22.70
    COLOMBIA5.170.00-99.92
    ef6
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    Valuation and Growth of Various Sectors in Utilities

    35
    417
  • A lesson in how to stay employed in equity research in Europe
  • Scotia Capital Inc. Sells 578876 Shares of Algonquin Power ...
  • Market Rally Means Investors Must Catch Up or Hope It Fails
  • 5 Utility Stocks to Gain From Fed's No-Rate-Hike Decision
  • Black Hills Corp (NYSE:BKH) Shares Sold by Raymond James Trust ... 4
    479
  • Buy 5 Utility Service Providers to Stay Protected in 2019
  • UPDATE 1-Utility Suez leaves dividend flat despite double-digit ...
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  • Are Canadian Utilities Limited (TSX:CU), Flexion Therapeutics, Inc ...
  • Canadian Utilities Reports Higher 2018 Earnings 4
    461
  • Profile Utility Token (PUT) Reaches Market Cap of $275317.00
  • Power strategies
  • Stock In The News Limelight: – CenterPoint Energy, Inc., (NYSE: CNP)
  • Old Ceiling Or A New Floor? – PG&E Corporation, (NYSE: PCG)
  • How NextEra Energy Could Become the First Utility Worth $100 Billion

    Link to Utilities Macro Page

    Utilities sector trades at 2018 simple average 1d PE Fy1 of 11.2 x and 2018 4a PE Fy2 of 10.3 x

    Utilities sector trades at 2018 simple average 20 EV/EBITDA of 7.0 x and 2018 59 EV/EBITDA of 6.5 x

    In terms of Dividend yield Utilities sector trades at 2018 1c Yield of 3.5 % and 2018 50 Dividend Yield of 3.4 %

    On ROE basis Utilities sector trades at 2018 1a ROE of 9.3 % and 2018 54 ROE of 9.5 %

    Largest Companies in Utilities by Market Capitalisation mn$

    16e3
    TickerCompanyCountryIndustrySubIndustryMarketCapUSDmn
    NEE USNextEra Energy IncUNITED STATESUtilitiesElectric Utilities73467.4
    ENEL IMEnel SpAITALYUtilitiesElectric Utilities60217.1
    DUK USDuke Energy CorpUNITED STATESUtilitiesElectric Utilities53690.0
    D USDominion Energy IncUNITED STATESUtilitiesMulti-Utilities48779.6
    IBE SMIberdrola SASPAINUtilitiesElectric Utilities48609.1
    SO USSouthern Co/TheUNITED STATESUtilitiesElectric Utilities44089.4
    EDF FPElectricite de France SAFRANCEUtilitiesElectric Utilities39141.9
    EXC USExelon CorpUNITED STATESUtilitiesElectric Utilities36458.8
    AEP USAmerican Electric Power Co IncUNITED STATESUtilitiesElectric Utilities33084.2
    SRE USSempra EnergyUNITED STATESUtilitiesMulti-Utilities29923.7
    3 HKHong Kong & China Gas Co LtdHONG KONGUtilitiesGas Utilities26467.0
    PEG USPublic Service Enterprise Group IncUNITED STATESUtilitiesMulti-Utilities25013.5
    2 HKCLP Holdings LtdHONG KONGUtilitiesElectric Utilities24548.4
    ED USConsolidated Edison IncUNITED STATESUtilitiesMulti-Utilities24139.6
    TNB MKTenaga Nasional BhdMALAYSIAUtilitiesElectric Utilities22903.8
    XEL USXcel Energy IncUNITED STATESUtilitiesElectric Utilities22686.9
    GAS SMGas Natural SDG SASPAINUtilitiesGas Utilities22638.6
    EOAN GRE.ON SEGERMANYUtilitiesMulti-Utilities22189.2
    PPL USPPL CorpUNITED STATESUtilitiesElectric Utilities21641.8
    NTPC INNTPC LtdINDIAUtilitiesIndependent Power Producers &20859.2

    Number of Companies in Utilities by Country by SubIndustry and Market Capitalisation mn$

    125d
    CountryIndustrySubIndustryNumber of companiesMarketCapUSDmn
    SOUTH KOREAUtilitiesElectric Utilities119911.7
    SOUTH KOREAUtilitiesGas Utilities14070.0
    HONG KONGUtilitiesGas Utilities349406.1
    CHINAUtilitiesGas Utilities18831.9
    HONG KONGUtilitiesWater Utilities19294.7
    HONG KONGUtilitiesElectric Utilities124548.4
    HONG KONGUtilitiesIndependent Power Producers &18167.4
    CHINAUtilitiesIndependent Power Producers &219591.8
    CHINAUtilitiesRenewable Electricity29059.5
    JAPANUtilitiesElectric Utilities644143.0
    JAPANUtilitiesIndependent Power Producers &14824.5
    UNITED STATESUtilitiesMulti-Utilities13222686.1
    UNITED STATESUtilitiesElectric Utilities15372318.9
    UNITED STATESUtilitiesIndependent Power Producers &320352.6
    CHILEUtilitiesIndependent Power Producers &36675.2
    AUSTRALIAUtilitiesMulti-Utilities111698.0
    CHILEUtilitiesWater Utilities14023.4
    RUSSIAUtilitiesElectric Utilities2137910.4
    PHILIPPINESUtilitiesIndependent Power Producers &15599.5
    AUSTRALIAUtilitiesGas Utilities17194.8

    Top Companies Utilities by Dividend Yield

    6d3
    TickerCompanyCountryIndustrySubIndustryDividendYld_fy1
    MRKP RMIDGC of Centre and Volga Region PJSCRUSSIAUtilitiesElectric Utilities11.5
    MSRS RMMoscow United Electric Grid Co PJSCRUSSIAUtilitiesElectric Utilities11.2
    CNA LNCentrica PLCBRITAINUtilitiesMulti-Utilities9.3
    TAEE11 BZTransmissora Alianca de Energia Eletrica SABRAZILUtilitiesElectric Utilities9.3
    MRKC RMIDGC of Centre PJSCRUSSIAUtilitiesElectric Utilities9.2

    Cheapest Companies in Utilities on FY1 PE

    70c
    TickerCompanyCountryIndustrySubIndustryPE_fy1
    RSTI RMROSSETI PJSCRUSSIAUtilitiesElectric Utilities1.8
    FEES LIFederal Grid Co Unified Energy System PJSCRUSSIAUtilitiesElectric Utilities3.0
    FEES RMFederal Grid Co Unified Energy System PJSCRUSSIAUtilitiesElectric Utilities3.1
    9501 JPTokyo Electric Power Co Holdings IncJAPANUtilitiesElectric Utilities3.8
    MRKP RMIDGC of Centre and Volga Region PJSCRUSSIAUtilitiesElectric Utilities4.3


    Earnings Relises and Dividends

    4c4
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