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ML Rural Crafts Laboratory News

From Water into Utilities Sector

Heating, Water, Electrics Installation and Repair


Craft News
216
  • Probe opened in France over radioactive water rumours
  • NYPD says person in custody after water-dousing incidents
  • Study suggests much more water on the moon than thought (Update)
    July 24, 2019
    24

    Top Longs Based on Momentum

    9ea
    tickernamecountrysectorPeriodChange
    PAMPAMPA ENERGIA ADR REPSG SAArgentinaUtilities35.96
    PAMPAMPA ENERGIA ADR REPSG SAArgentinaUtilities35.96
    PAMPAMPA ENERGIA ADR REPSG SAArgentinaUtilities35.96
    EDNEDENOR ADR REPSTG SA CLASS BArgentinaUtilities27.15
    GULF.RGULF ENERGY DEVELOPMENT PCL NON-VOThailandUtilities24.11
    CEPUCENTRAL PUERTO ADR REPRESENTING SArgentinaUtilities20.35
    384CHINA GAS HOLDINGS LTDChinaUtilities19.39
    384CHINA GAS HOLDINGS LTDChinaUtilities19.39
    5110SAUDI ELECTRICITYSaudi ArabiaUtilities17.95
    IRAOINTER RAO YEESRussian FederationUtilities16.67

    Top Shorts Based on Momentum

    98d
    tickernamecountrysectorPeriodChange
    QEWSQATAR ELECTRICITY AND WATERQatarUtilities-90.00
    GAILGAIL INDIA LTDIndiaUtilities-53.32
    REERED ELECTRICA SASpainUtilities-11.52
    CNACENTRICA PLCUnited KingdomUtilities-10.66
    POWPETROVIETNAM POWER CO CORPVietnamUtilities-8.70
    IENOVA*INFRAESTRUCTURA ENERGETICA NOVAMexicoUtilities-8.08
    9501TOKYO ELECTRIC POWER HOLDINGS INCJapanUtilities-5.64
    CEZCEZCzech RepublicUtilities-5.60
    CEZCEZCzech RepublicUtilities-5.60
    1071HUADIAN POWER INTERNATIONAL CORP LChinaUtilities-4.88
    355
    MLIndexnameytd1monthFy1PE
    DJUSUTT Index Dow JonesDJ US UtilitiesTr16.423.8918.6
    MXEF Index MSCIMSCI EM9.695.3911.5

    Commodities YTD Performance

    1f40
    NameUnitsKeyLastPriceCurrencyYTDChange USDpct1month
    Brent Crude (ICE)USD/bbl.Oil66.91USD33.237.11
    Palladium SpotUSD/t oz.Palladium1558.10USD24.1612.45
    Ethanol (CBOT)USD/gal.Ethanol1.55USD22.055.44
    NickelUSD/MTNickel13085USD18.7912.90
    Lean Hogs (CME)USd/lb.Lean Hogs0.716USD18.74-16.94
    Corn (CBOT)USd/bu.Corn4.4775USD18.538.28
    Rough Rice (CBOT)USD/cwtRough Rice11.90USD13.331.45
    Gold SpotUSD/t oz.Gold1409.22USD10.676.09
    Cocoa (ICE)USD/MTCocoa2491.00USD7.60-0.48
    Lumber (CME)USD/1000 board feetLumber355.80USD5.149.71
    Coffee 'C' (ICE)USd/lb.Coffee1.0695000000000001USD4.658.47
    Rubber (Tokyo)JPY/kgRubber175.50JPY4.53-14.31
    Platinum SpotUSD/t oz.Platinum825.97USD4.092.40
    Soybean (CBOT)USd/bu.Soybean9.17USD2.237.41
    Silver (Comex)USD/t oz.Silver15.16USD1.613.34
    Copper (Comex)USd/lb.Copper2.693USD1.470.43
    Oats (CBOT)USd/bu.Oats2.7875USD1.09-5.51
    Wheat (CBOT)USd/bu.Wheat5.2075USD0.823.53
    Sugar #11 (ICE)USd/lb.Sugar0.12380000000000001USD-0.16-0.16
    SteelUSD/MTSteel464USD-0.22-2.52
    3Mo Zinc (LME)USD/MT3Mo Zinc2428.00USD-1.86-1.94
    Cocking CoalCNY/MTCocking Coal1374 CNY-1.930.29
    Feeder Cattle (CME)USd/lb.Feeder Cattle1.4263USD-2.012.01
    3Mo Aluminum (LME)USD/MT3Mo Aluminum1828.00USD-3.432.99
    3Mo Tin (LME)USD/MT3Mo Tin18345.00USD-5.32-4.65
    Canola (ICE)CAD/MTCanola445.40CAD-7.88-3.80
    Live Cattle (CME)USd/lb.Live Cattle1.0933USD-10.952.85
    Cotton #2 (ICE)USd/lb.Cotton0.6331USD-12.74-3.71
    Orange Juice (ICE)USd/lb.Orange Juice1.0255USD-19.850.89
    Natural Gas (Nymex)USD/MMBtuNatural Gas2.41USD-32.301.69

    Country USD Yields Ordered By YTD Yield Change

    1f40
    countryYieldYieldChange
    Zambia14.938.53
    Jamaica12.005.94
    Argentina9.793.98
    Lebanon10.543.16
    Turkey7.381.90
    Tunisia7.331.54
    Switzerland8.451.31
    Sri Lanka6.211.24
    Oman5.780.83
    Cote D'Ivoire (Ivory Coast)6.370.67
    Senegal6.070.55
    Gabon6.570.52
    Kazakhstan5.260.49
    Israel5.940.49
    Trinidad and Tobago4.400.24
    India4.790.23
    China5.050.21
    Ecuador7.040.17
    Italy5.140.16
    El Salvador6.670.15
    Mexico4.670.06
    Lithuania2.490.02
    Egypt6.030.00
    Ghana6.03-0.08
    United States5.28-0.08
    Ukraine6.68-0.11
    Romania3.21-0.12
    Slovak Republic2.36-0.12
    Singapore3.86-0.17
    Dominican Republic4.74-0.19
    Costa Rica5.92-0.19
    Bolivia4.76-0.22
    Belgium5.18-0.22
    Nigeria5.65-0.23
    Vietnam3.48-0.23
    Russian Federation4.28-0.24
    Ethiopia5.57-0.24
    Jordan5.93-0.26
    Morocco3.67-0.28
    Indonesia3.69-0.30
    Saudi Arabia4.39-0.31
    Uruguay3.39-0.32
    Hong Kong3.65-0.32
    Serbia2.82-0.35
    Malaysia3.24-0.36
    Kuwait3.39-0.38
    Panama3.84-0.39
    Taiwan3.00-0.45
    Peru3.65-0.46
    Guatemala4.27-0.46
    Paraguay4.69-0.47
    South Africa4.50-0.48
    Kenya5.20-0.49
    Philippines2.92-0.50
    Angola6.48-0.50
    Ireland4.49-0.52
    Netherlands4.33-0.52
    Iraq5.86-0.53
    Hungary2.72-0.53
    Poland2.21-0.54
    Chile3.75-0.58
    Mongolia4.84-0.58
    Macau4.45-0.58
    United Arab Emirates3.60-0.62
    Pakistan5.50-0.64
    Finland3.38-0.66
    Qatar3.16-0.67
    Korea (South)3.07-0.74
    Thailand3.32-0.75
    Croatia (Hrvatska)2.54-0.80
    Brazil4.25-0.81
    Canada4.74-0.87
    United Kingdom3.95-0.87
    Australia3.80-0.89
    Colombia3.68-0.90
    Azerbaijan3.82-0.94
    Bahrain5.33-0.98
    France5.66-1.01
    Sweden2.86-1.18
    Germany3.63-1.51
    Luxembourg7.53-2.14
    Venezuela0.00-53.30
  • Utilities Regional Performance Last Month

    723
    SubindustryEuropeEMUGEMWorld
    Utilities: Electric Utilities0.970.491.381.14
    Utilities: Multi-Utilities0.011.42-1.650.85
    Utilities Sector0.020.271.570.82
    Utilities Industry Group0.020.271.570.82
    Utilities: Independent Power & Renewable Electricity Producers1.521.52-0.30-0.12
    Utilities: Gas Utilities-5.66-5.662.67-0.50
    Utilities: Water Utilities-4.640.004.89-1.90

    Utilities Regional Performance YTD

    73e
    SubindustryEuropeEMUGEMWorld
    Utilities: Water Utilities4.180.0022.4517.72
    Utilities: Electric Utilities17.0716.515.2212.29
    Utilities: Multi-Utilities6.1711.37-6.8112.28
    Utilities Sector11.8814.057.1211.95
    Utilities Industry Group11.8814.057.1211.95
    Utilities: Gas Utilities2.302.305.339.16
    Utilities: Independent Power & Renewable Electricity Producers19.1619.167.234.73

    Utilities Performance in Various Countries Last Month

    bcc
    countryPeriodChange
    Argentina31.08
    Saudi Arabia17.95
    Russian Federation16.67
    Colombia16.35
    Thailand9.84
    Poland9.24
    Indonesia7.14
    Brazil5.62
    China4.83
    Philippines3.85
    France3.80
    Chile2.44
    United States2.10
    Italy1.68
    Hong Kong1.46
    Finland0.86
    Australia0.17
    Korea (South)0.09
    Malaysia0.01
    Bangladesh0.00
    Canada-0.17
    Romania-0.75
    Vietnam-2.53
    Japan-2.60
    United Kingdom-2.75
    Germany-4.11
    Portugal-4.31
    Czech Republic-5.60
    Spain-7.60
    Mexico-8.08
    India-11.62
    Qatar-90.00

    Utilities Valuation and Growth in Various Countries (Simple Averages)

    11e5
    CountryPEFy0PEFy12019Growth
    FINLAND0.000.00102.09
    CHINA15.589.7779.95
    AUSTRIA29.7929.9051.77
    JAPAN13.727.8450.92
    CHILE9.818.3137.04
    CZECH0.0015.4633.88
    MALAYSIA21.9118.1012.65
    PHILIPPINES12.945.4010.22
    BRITAIN11.8014.249.18
    UNITED STATES16.2316.045.97
    HONG KONG18.8819.113.50
    ITALY8.279.643.44
    THAILAND15.5316.672.68
    COLOMBIA5.085.662.09
    CANADA13.1912.210.76
    SOUTH KOREA3.973.640.51
    SPAIN7.3914.280.26
    ROMANIA0.000.000.00
    FRANCE19.0913.88-1.21
    INDONESIA11.2312.43-1.41
    PORTUGAL0.0015.25-3.22
    INDIA4.426.14-4.03
    GERMANY14.2517.98-5.70
    RUSSIA2.933.32-6.93
    AUSTRALIA9.2913.50-12.91
    BRAZIL6.327.67-15.64
    NEW ZEALAND0.000.00-21.13
    1053
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    Valuation and Growth of Various Sectors in Utilities

    35
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    415
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    407
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  • The Changes and Competition in the UK Energy Market

    Link to Utilities Macro Page

    Utilities sector trades at 2019 simple average 1d PE Fy1 of 12.5 x and 2020 4a PE Fy2 of 11.2 x

    Utilities sector trades at 2019 simple average 20 EV/EBITDA of 7.4 x and 2020 59 EV/EBITDA of 6.9 x

    In terms of Dividend yield Utilities sector trades at 2019 1c Yield of 3.3 % and 2020 50 Dividend Yield of 3.6 %

    On ROE basis Utilities sector trades at 2019 1b ROE of 10.1 % and 2020 49 ROE of 10.1 %

    Utilities subindustries by 2019 EBITDA Margin %

    36e
    Industry2019 EBITDA Margin
    Renewable Electricity60.4
    Water Utilities48.4
    Multi-Utilities25.5
    Independent Power Producers &33.4
    Utilities35.1
    Electric Utilities26.2
    Gas Utilities26.7

    Utilities most profitable companies by 2019 EBITDA Margin %

    9f2
    Industrycompany2019 EBITDA Margin
    Electric UtilitiesPower Grid Corp of India Ltd87.7
    Renewable ElectricityHuaneng Renewables Corp Ltd87.2
    Electric UtilitiesTransmissora Alianca de Energia Eletrica SA79.3
    Electric UtilitiesRed Electrica Corp SA78.3
    Renewable ElectricityEDP Renovaveis SA76.3
    Electric UtilitiesTerna Rete Elettrica Nazionale SpA75.1
    Renewable ElectricityTerraForm Power Inc74.7
    Renewable ElectricityPattern Energy Group Inc67.9
    Gas UtilitiesPetronas Gas Bhd66.1
    Electric UtilitiesInterconexion Electrica SA ESP65.1
    Renewable ElectricityChina Longyuan Power Group Corp Ltd64.4
    Gas UtilitiesAPA Group63.5
    Renewable ElectricityEnel Green Power SpA60.3
    Water UtilitiesAguas Andinas SA59.2
    Renewable ElectricityEnergy Development Corp57.0

    Companies in Utilities By Market Share %

    665
    companymarketshare
    Enel SpA5.8
    Electricite de France SA5.5
    Engie SA4.8
    Tokyo Electric Power Co Holdings Inc3.8
    Korea Electric Power Corp3.7
    Iberdrola SA2.8
    Centrica PLC2.7
    Exelon Corp2.4
    E.ON SE2.3
    Veolia Environnement SA2.0
    Kansai Electric Power Co Inc/The2.0
    Gas Natural SDG SA1.9
    Chubu Electric Power Co Inc1.8
    Huaneng Power International Inc1.7
    Duke Energy Corp1.6

    Countries Market Share in Utilities %

    57c
    countrymarketshare
    UNITED STATES23.7
    FRANCE13.7
    JAPAN11.6
    RUSSIA6.7
    ITALY6.0
    SOUTH KOREA5.3
    SPAIN5.0
    INDIA3.7
    CHINA3.6
    BRITAIN3.5
    GERMANY3.4
    BRAZIL3.1
    HONG KONG2.8
    CHILE1.5
    MALAYSIA1.4
    57d
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    581
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    583
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    58c
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    592
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    Largest Companies in Utilities by Market Capitalisation mn$

    16ee
    TickerCompanyCountryIndustrySubIndustryMarketCapUSDmn
    NEE USNextEra Energy IncUNITED STATESUtilitiesElectric Utilities99017.8
    ENEL IMEnel SpAITALYUtilitiesElectric Utilities71923.4
    DUK USDuke Energy CorpUNITED STATESUtilitiesElectric Utilities64693.7
    IBE SMIberdrola SASPAINUtilitiesElectric Utilities62662.5
    D USDominion Energy IncUNITED STATESUtilitiesMulti-Utilities62054.9
    SO USSouthern Co/TheUNITED STATESUtilitiesElectric Utilities57833.9
    EXC USExelon CorpUNITED STATESUtilitiesElectric Utilities46906.9
    AEP USAmerican Electric Power Co IncUNITED STATESUtilitiesElectric Utilities43861.5
    EDF FPElectricite de France SAFRANCEUtilitiesElectric Utilities38237.2
    3 HKHong Kong & China Gas Co LtdHONG KONGUtilitiesGas Utilities38058.7
    SRE USSempra EnergyUNITED STATESUtilitiesMulti-Utilities37888.3
    XEL USXcel Energy IncUNITED STATESUtilitiesElectric Utilities30777.5
    PEG USPublic Service Enterprise Group IncUNITED STATESUtilitiesMulti-Utilities29729.4
    ED USConsolidated Edison IncUNITED STATESUtilitiesMulti-Utilities29378.6
    2 HKCLP Holdings LtdHONG KONGUtilitiesElectric Utilities28292.3
    WEC USWEC Energy Group IncUNITED STATESUtilitiesMulti-Utilities26411.2
    EOAN GRE.ON SEGERMANYUtilitiesMulti-Utilities24305.0
    DTE USDTE Energy CoUNITED STATESUtilitiesMulti-Utilities23720.5
    FE USFirstEnergy CorpUNITED STATESUtilitiesElectric Utilities23059.3
    PPL USPPL CorpUNITED STATESUtilitiesElectric Utilities22199.6

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

    125e
    CountryIndustrySubIndustryNumber of companiesMarketCapUSDmn
    SOUTH KOREAUtilitiesElectric Utilities113903.0
    SOUTH KOREAUtilitiesGas Utilities13420.4
    HONG KONGUtilitiesGas Utilities369057.2
    CHINAUtilitiesGas Utilities111068.2
    HONG KONGUtilitiesWater Utilities113258.9
    HONG KONGUtilitiesElectric Utilities128292.3
    HONG KONGUtilitiesIndependent Power Producers &17054.7
    CHINAUtilitiesIndependent Power Producers &220004.1
    CHINAUtilitiesRenewable Electricity28353.4
    JAPANUtilitiesElectric Utilities644466.8
    JAPANUtilitiesIndependent Power Producers &14241.1
    UNITED STATESUtilitiesMulti-Utilities13274648.0
    UNITED STATESUtilitiesElectric Utilities15464195.5
    UNITED STATESUtilitiesIndependent Power Producers &320596.9
    CHILEUtilitiesIndependent Power Producers &35858.7
    AUSTRALIAUtilitiesMulti-Utilities19371.5
    CHILEUtilitiesWater Utilities13493.4
    RUSSIAUtilitiesElectric Utilities2134164.9
    PHILIPPINESUtilitiesIndependent Power Producers &15250.1
    AUSTRALIAUtilitiesGas Utilities19015.8

    Top Companies Utilities by Dividend Yield

    691
    TickerCompanyCountryIndustrySubIndustryDividendYld_fy1
    MRKV RMIDGC of Volga PJSCRUSSIAUtilitiesElectric Utilities15.8
    MRKP RMIDGC of Centre and Volga Region PJSCRUSSIAUtilitiesElectric Utilities15.5
    ENRU RMENEL RUSSIA PJSCRUSSIAUtilitiesElectric Utilities12.8
    UPRO RMUniproRussiaUtilitiesUtilities10.4
    CNA LNCentrica PLCBRITAINUtilitiesMulti-Utilities9.1

    Cheapest Companies in Utilities on FY1 PE

    b02
    TickerCompanyCountryIndustrySubIndustryPE_fy1
    RPWR INReliance Power LtdINDIAUtilitiesIndependent Power Producers &1.3
    RSTI RMROSSETI PJSCRUSSIAUtilitiesElectric Utilities2.6
    9501 JPTokyo Electric Power Co Holdings IncJAPANUtilitiesElectric Utilities2.7
    MRKP RMIDGC of Centre and Volga Region PJSCRUSSIAUtilitiesElectric Utilities3.1
    MRKV RMIDGC of Volga PJSCRUSSIAUtilitiesElectric Utilities3.2
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