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ML Rural Crafts Laboratory News

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20 From Water into Utilities Sector 5

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32 Heating, Water, Electrics Installation and Repair 5

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17
Craft News
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  • NSW town of Gloucester told river that supplies drinking water could run dry for first time
  • Running on empty: Tamborine Mountain and the growing anger over water mining
  • California vs. Trump hits boiling point over water, high-speed rail
  • Tiny graphene sheets can start or stop ice crystals growing in water 19
    December 20, 2019
    24

    Top Longs Based on Momentum

    9d9
    tickernamecountrysectorPeriodChange
    1193CHINA RESOURCES GAS GROUP LTDChinaUtilities17.03
    SBSP3COMPANHIA DE SANEAMENTO BASICO DEBrazilUtilities15.24
    SBSP3COMPANHIA DE SANEAMENTO BASICO DEBrazilUtilities15.24
    ELET3CENTRAIS ELETR BRAS-ELETROBRASBrazilUtilities14.51
    ELET3CENTRAIS ELETR BRAS-ELETROBRASBrazilUtilities14.51
    135KUNLUN ENERGY LTDChinaUtilities14.29
    135KUNLUN ENERGY LTDChinaUtilities14.29
    AESAES CORPUnited StatesUtilities12.31
    SVTSEVERN TRENT PLCUnited KingdomUtilities12.23
    ELET6CENTRAIS ELETR BRAS-ELETROBRAS SERBrazilUtilities11.12

    Top Shorts Based on Momentum

    9a0
    tickernamecountrysectorPeriodChange
    AGUAS.AAGUAS ANDINAS SAChileUtilities-14.81
    AGUAS.AAGUAS ANDINAS SAChileUtilities-14.81
    EIXEDISON INTERNATIONALUnited StatesUtilities-11.44
    ENELCHILEENEL CHILE SAChileUtilities-11.11
    ENELCHILEENEL CHILE SAChileUtilities-11.11
    COLBUNCOLBUN MACHICURA SAChileUtilities-10.53
    COLBUNCOLBUN MACHICURA SAChileUtilities-10.53
    SUMITPOWERSUMMIT POWER LTDBangladeshUtilities-10.20
    EA.RENERGY ABSOLUTE NON-VOTING DR PCLThailandUtilities-8.97
    EA.RENERGY ABSOLUTE NON-VOTING DR PCLThailandUtilities-8.97
    357
    MLIndexnameytd1monthFy1PE
    DJUSUTT Index Dow JonesDJ US UtilitiesTr21.67-2.3919.4
    MXEF Index MSCIMSCI EM10.206.8212.1

    Commodities YTD Performance

    1f40
    NameUnitsKeyLastPriceCurrencyYTDChange USDpct1month
    NickelUSD/MTNickel15490USD40.63-11.76
    Palladium SpotUSD/t oz.Palladium1720.22USD37.082.88
    Brent Crude (ICE)USD/bbl.Oil62.50USD24.457.52
    Lean Hogs (CME)USd/lb.Lean Hogs0.7487999999999999USD24.1811.10
    Gold SpotUSD/t oz.Gold1464.01USD14.98-2.73
    Cocoa (ICE)USD/MTCocoa2658.00USD14.828.58
    Lumber (CME)USD/1000 board feetLumber386.40USD14.186.74
    Rough Rice (CBOT)USD/cwtRough Rice11.92USD13.520.17
    Silver (Comex)USD/t oz.Silver16.85USD12.94-5.18
    Ethanol (CBOT)USD/gal.Ethanol1.42USD11.81-1.39
    Oats (CBOT)USd/bu.Oats3.0525USD10.707.20
    Platinum SpotUSD/t oz.Platinum874.19USD10.17-1.99
    Coffee 'C' (ICE)USd/lb.Coffee1.101USD7.7315.05
    Rubber (Tokyo)JPY/kgRubber180.60JPY7.5613.94
    Sugar #11 (ICE)USd/lb.Sugar0.1283USD3.472.97
    Soybean (CBOT)USd/bu.Soybean9.155USD2.06-0.73
    Live Cattle (CME)USd/lb.Live Cattle1.2518USD1.9512.93
    Feeder Cattle (CME)USd/lb.Feeder Cattle1.4628USD0.503.56
    3Mo Zinc (LME)USD/MT3Mo Zinc2472.00USD-0.087.57
    Corn (CBOT)USd/bu.Corn3.76USD-0.46-4.93
    Copper (Comex)USd/lb.Copper2.6365USD-0.662.57
    Wheat (CBOT)USd/bu.Wheat5.1125USD-1.022.05
    Canola (ICE)CAD/MTCanola461.10CAD-4.63-0.90
    3Mo Aluminum (LME)USD/MT3Mo Aluminum1778.00USD-6.081.51
    Cotton #2 (ICE)USd/lb.Cotton0.6639USD-8.498.55
    SteelUSD/MTSteel417USD-10.322.46
    Cocking CoalCNY/MTCocking Coal1247CNY-10.9 3e1 9-1.03
    3Mo Tin (LME)USD/MT3Mo Tin16340.00USD-15.66-0.34
    Orange Juice (ICE)USd/lb.Orange Juice0.998USD-22.00-2.44
    Natural Gas (Nymex)USD/MMBtuNatural Gas2.59USD-27.2513.10

    Country USD Yields Ordered By YTD Yield Change

    1f40
    countryYieldYieldChange
    Argentina21.8716.05
    Lebanon18.7611.38
    Zambia14.137.74
    Jamaica13.337.18
    Switzerland9.482.34
    Tunisia7.812.02
    Ecuador8.721.85
    Turkey6.781.27
    Sri Lanka6.241.19
    Bolivia5.860.88
    Israel6.010.55
    China5.280.44
    Gabon6.300.25
    Costa Rica6.300.19
    India4.840.18
    Iraq6.560.17
    Oman5.120.17
    Kazakhstan4.920.16
    Nigeria5.770.16
    Cote D'Ivoire (Ivory Coast)5.890.11
    Senegal5.47-0.05
    Egypt5.95-0.08
    United States5.30-0.08
    South Africa4.81-0.18
    Ghana5.87-0.22
    Chile4.02-0.31
    Angola6.64-0.34
    Pakistan5.96-0.36
    Italy3.59-0.36
    Mexico4.25-0.37
    Ethiopia5.38-0.43
    Macau4.31-0.43
    Dominican Republic4.48-0.45
    Trinidad and Tobago3.70-0.46
    Kenya5.22-0.47
    Jordan5.71-0.47
    Romania2.86-0.48
    Hong Kong3.49-0.48
    Lithuania1.98-0.49
    El Salvador6.03-0.49
    Slovak Republic1.95-0.53
    Malaysia3.10-0.55
    Paraguay4.61-0.55
    Panama3.72-0.56
    Uruguay3.14-0.57
    Kuwait3.26-0.58
    Indonesia3.43-0.60
    Finland3.45-0.60
    Morocco3.33-0.63
    Hungary2.61-0.64
    Taiwan2.80-0.65
    Poland2.05-0.69
    Singapore3.33-0.70
    Peru3.40-0.71
    Saudi Arabia3.97-0.73
    Philippines2.67-0.75
    United Arab Emirates3.33-0.75
    Ukraine6.15-0.78
    Guatemala3.89-0.84
    Serbia2.32-0.85
    Mongolia4.56-0.86
    Colombia3.70-0.87
    Canada4.80-0.87
    Vietnam2.83-0.89
    Russian Federation3.58-0.90
    Thailand3.11-0.96
    Qatar2.89-0.99
    Korea (South)2.77-1.04
    Croatia (Hrvatska)2.28-1.06
    Belgium4.30-1.10
    Azerbaijan3.65-1.11
    Australia3.55-1.15
    Brazil3.85-1.21
    Sweden2.76-1.28
    Netherlands3.38-1.47
    Ireland2.79-1.62
    United Kingdom3.08-1.68
    Bahrain4.52-1.79
    France4.77-2.24
    Luxembourg6.24-3.60
    Venezuela0.00-53.98
  • Utilities Performance By Subindustry Last Month

    301
    Industrymonthchangepct
    Gas Utilities6.10
    Water Utilities4.18
    Electric Utilities3.43
    Independent Power Producers &2.38
    Renewable Electricity0.89
    Multi-Utilities0.02

    Utilities By Subindustry Performance YTD

    311
    Industrymonthchangepct
    Gas Utilities9.21
    Multi-Utilities4.20
    Electric Utilities1.44
    Water Utilities-0.13
    Renewable Electricity-2.76
    Independent Power Producers &-16.17

    Utilities Performance in Various Countries Last Month

    bc4
    countryPeriodChange
    United Kingdom9.67
    Brazil8.64
    Philippines5.82
    Colombia5.52
    Vietnam5.46
    Czech Republic4.99
    Australia4.87
    China4.81
    Portugal4.81
    Finland4.56
    Poland4.27
    France4.22
    Italy4.06
    Qatar3.78
    India3.01
    Korea (South)2.86
    Hong Kong2.85
    Mexico2.30
    Thailand2.05
    Germany2.02
    Saudi Arabia1.65
    Spain0.71
    Russian Federation0.00
    Indonesia0.00
    United States-0.77
    Malaysia-1.02
    Japan-1.34
    Canada-1.54
    Argentina-1.79
    Chile-9.11
    Bangladesh-10.20
    Romania-97.87

    Utilities Valuation and Growth in Various Countries (Simple Averages)

    35
    14f5
    Emerging Markets Electric Utilities
  • Morgan Stanley's Top Picks as Growth Shifts to Emerging Markets
  • Grundfos Lauded by Frost & Sullivan for Providing Sustainable ...
  • FinDev Canada supports expansion of renewable energy in ...
  • Utility Automation Market In-Depth Analysis Of Market Segments ...
  • The US Residential Solar Market Is Set For Major Change in the 2020s/---/
    Emerging Markets Utilities
  • Grundfos Lauded by Frost & Sullivan for Providing Sustainable ...
  • Utility Automation Market In-Depth Analysis Of Market Segments ...
  • Morgan Stanley's Top Picks as Growth Shifts to Emerging Markets
  • Energy and Utilities Construction Market Expand Their Businesses ...
  • Shunt Capacitor See New Growth Cycle, Research Reveals .../---/
    Emerging Market Power Plant
  • ?Global Mobile Power Plant Market 2019 – General Electric, Siemens, PW Power Systems, Solar Turbines – Market Reports Observer
  • Nuclear Power Plant Equipments Market- Global Industry Analysis, Trends and Forecast, 2024
  • Goldman Sachs abandons coal as investors look to low-emissions future
  • Virtual Power Plant Market Trends, Opportunity and Growth, Analysis, Size (Value and Volume) Forecast by 2025
  • Emerging markets dip on trade jitters/---/
    Emerging Market Electric Grid
  • Navigant Research Report Projects Vehicle Grid Integration ...
  • Turbine Gearbox For Thermal Power Market Forces Analysis ...
  • International Electricity Submetering For Smart Grid Market by Offering 2020 – ABB Cisco Siemens IBM E-Mon Honeywell International Schneider Electric Eaton Corporation
  • Utility Automation Market In-Depth Analysis Of Market Segments ...
  • Vehicle-to-Grid Technology Market Emerging Growth Rate, Application, Market Share and Forecast to 2024: Nissan Motor, ENGIE Group, Mitsubishi Motors, ?Honda Motor/---/

    Valuation and Growth of Various Sectors in Utilities

    35
    4c0
  • Utility Stocks: Is There Any Steam Left in These Defensives?
  • Utility Stocks: Analyzing the Top Gainers in 2019
  • Reaves Utility Income Fund: 5.7% Yield, Impressive Performance
  • D-Street expects moderate index returns in 2020, financial stocks most preferred
  • SE Asia Stocks-Most markets end higher; Philippines sees sharp recovery
  • U.K. Stocks Surge to Record as Election Boosts Banks, Utilities
    4b8
  • Why Every Growth Stock Portfolio Should Be Overweight In Utilities
  • Analyzing the Dividend Profiles of Top Utility Stocks
  • Do You Know What Hera S.p.A.’s (BIT:HER) P/E Ratio Means?
  • The Best Water Stocks of 2019
  • Has A Multiplier potential On Earnings Growth? Companhia Energetica de Minas Gerais, (NYSE: CIG)
  • Is NextEra Energy a Great Dividend Stock?
    560
  • Is NextEra Energy a Great Dividend Stock?
  • NextEra Energy Inc (NYSE:NEE) Shares Purchased by Chevy Chase Trust Holdings Inc.
  • Large-Cap Stocks Going Ex-Dividend Next Week
  • The Effects Of Dispersion In Carbon Intensity Scores On Carbon-Efficient Portfolio Construction
  • Eversource Energy [ES] – A Utilities stock that is highly
  • Analyzing the Dividend Profiles of Top Utility Stocks

    Link to Utilities Macro Page

    Utilities sector trades at 2019 simple average 1d PE Fy1 of 18.5 x and 2020 4a PE Fy2 of 11.5 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 3.4 % and 2020 50 Dividend Yield of 3.8 %

    On ROE basis Utilities sector trades at 2019 1a ROE of 9.6 % and 2020 48 ROE of 9.5 %

    Utilities subindustries by 2019 EBITDA Margin %

    367
    Industry2019 EBITDA Margin
    Electric Utilities0.0
    Gas Utilities0.0
    Water Utilities0.0
    Independent Power Producers &0.0
    Renewable Electricity0.0
    Multi-Utilities0.0
    Utilities0.0

    Utilities most profitable companies by 2019 EBITDA Margin %

    a0a
    Industrycompany2019 EBITDA Margin
    Electric UtilitiesKorea Electric Power Corp0.0
    Gas UtilitiesKorea Gas Corp0.0
    Gas UtilitiesChina Resources Gas Group Ltd0.0
    Gas UtilitiesENN Energy Holdings Ltd0.0
    Water UtilitiesGuangdong Investment Ltd0.0
    Electric UtilitiesCLP Holdings Ltd0.0
    Gas UtilitiesChina Gas Holdings Ltd0.0
    Gas UtilitiesHong Kong & China Gas Co Ltd0.0
    Independent Power Producers &China Resources Power Holdings Co Ltd0.0
    Independent Power Producers &Huaneng Power International Inc0.0
    Renewable ElectricityChina Longyuan Power Group Corp Ltd0.0
    Electric UtilitiesTokyo Electric Power Co Holdings Inc0.0
    Electric UtilitiesChubu Electric Power Co Inc0.0
    Electric UtilitiesKansai Electric Power Co Inc/The0.0
    Electric UtilitiesChugoku Electric Power Co Inc/The0.0

    Companies in Utilities By Market Share %

    665
    companymarketshare
    Enel SpA5.9
    Electricite de France SA5.5
    Engie SA4.9
    Tokyo Electric Power Co Holdings Inc3.9
    Korea Electric Power Corp3.7
    Iberdrola SA2.8
    Centrica PLC2.7
    Exelon Corp2.4
    E.ON SE2.4
    Veolia Environnement SA2.1
    Kansai Electric Power Co Inc/The2.0
    Gas Natural SDG SA2.0
    Chubu Electric Power Co Inc1.9
    Huaneng Power International Inc1.7
    Duke Energy Corp1.7

    Countries Market Share in Utilities %

    57c
    countrymarketshare
    UNITED STATES24.0
    FRANCE13.9
    JAPAN11.8
    RUSSIA6.8
    ITALY6.2
    SOUTH KOREA5.4
    SPAIN5.1
    CHINA3.7
    BRITAIN3.5
    GERMANY3.4
    BRAZIL3.1
    HONG KONG2.9
    INDIA2.3
    CHILE1.5
    MALAYSIA1.4
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    Largest Companies in Utilities by Market Capitalisation mn$

    16f9
    TickerCompanyCountryIndustrySubIndustryMarketCapUSDmn
    NEE USNextEra Energy IncUNITED STATESUtilitiesElectric Utilities112354.9
    ENEL IMEnel SpAITALYUtilitiesElectric Utilities77274.6
    D USDominion Energy IncUNITED STATESUtilitiesMulti-Utilities67131.5
    SO USSouthern Co/TheUNITED STATESUtilitiesElectric Utilities65492.8
    DUK USDuke Energy CorpUNITED STATESUtilitiesElectric Utilities64334.3
    IBE SMIberdrola SASPAINUtilitiesElectric Utilities61946.5
    AEP USAmerican Electric Power Co IncUNITED STATESUtilitiesElectric Utilities44258.1
    EXC USExelon CorpUNITED STATESUtilitiesElectric Utilities43289.0
    SRE USSempra EnergyUNITED STATESUtilitiesMulti-Utilities39918.9
    XEL USXcel Energy IncUNITED STATESUtilitiesElectric Utilities32871.1
    3 HKHong Kong & China Gas Co LtdHONG KONGUtilitiesGas Utilities32214.7
    EDF FPElectricite de France SAFRANCEUtilitiesElectric Utilities31125.9
    PEG USPublic Service Enterprise Group IncUNITED STATESUtilitiesMulti-Utilities30647.0
    ED USConsolidated Edison IncUNITED STATESUtilitiesMulti-Utilities29001.2
    WEC USWEC Energy Group IncUNITED STATESUtilitiesMulti-Utilities27796.2
    EOAN GRE.ON SEGERMANYUtilitiesMulti-Utilities26856.4
    2 HKCLP Holdings LtdHONG KONGUtilitiesElectric Utilities25900.0
    FE USFirstEnergy CorpUNITED STATESUtilitiesElectric Utilities25254.2
    EIX USEdison InternationalUNITED STATESUtilitiesElectric Utilities24987.3
    PPL USPPL CorpUNITED STATESUtilitiesElectric Utilities24308.4

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

    125e
    CountryIndustrySubIndustryNumber of companiesMarketCapUSDmn
    SOUTH KOREAUtilitiesElectric Utilities115443.5
    SOUTH KOREAUtilitiesGas Utilities13226.2
    HONG KONGUtilitiesGas Utilities366595.1
    CHINAUtilitiesGas Utilities112119.2
    HONG KONGUtilitiesWater Utilities114030.7
    HONG KONGUtilitiesElectric Utilities125900.0
    HONG KONGUtilitiesIndependent Power Producers &16083.6
    CHINAUtilitiesIndependent Power Producers &216070.5
    CHINAUtilitiesRenewable Electricity28310.4
    JAPANUtilitiesElectric Utilities642677.5
    JAPANUtilitiesIndependent Power Producers &14334.5
    UNITED STATESUtilitiesMulti-Utilities13283352.4
    UNITED STATESUtilitiesElectric Utilities15486697.3
    UNITED STATESUtilitiesIndependent Power Producers &322137.6
    CHILEUtilitiesIndependent Power Producers &34088.4
    AUSTRALIAUtilitiesMulti-Utilities18864.7
    CHILEUtilitiesWater Utilities12317.0
    RUSSIAUtilitiesElectric Utilities2130882.2
    PHILIPPINESUtilitiesIndependent Power Producers &15364.8
    AUSTRALIAUtilitiesGas Utilities18926.2

    Top Companies Utilities by Dividend Yield

    69f
    TickerCompanyCountryIndustrySubIndustryDividendYld_fy1
    MRKP RMIDGC of Centre and Volga Region PJSCRUSSIAUtilitiesElectric Utilities18.0
    ENRU RMENEL RUSSIA PJSCRUSSIAUtilitiesElectric Utilities15.9
    AESGENER CIAES Gener SACHILEUtilitiesIndependent Power Producers &11.0
    MRKU RMMRSK Urala PJSCRUSSIAUtilitiesElectric Utilities10.8
    UPRO RMUniproRussiaUtilitiesUtilities9.6

    Cheapest Companies in Utilities on FY1 PE

    b0d
    TickerCompanyCountryIndustrySubIndustryPE_fy1
    PCG USPG&E CorpUNITED STATESUtilitiesElectric Utilities1.8
    RSTI RMROSSETI PJSCRUSSIAUtilitiesElectric Utilities2.0
    9501 JPTokyo Electric Power Co Holdings IncJAPANUtilitiesElectric Utilities2.3
    MRKP RMIDGC of Centre and Volga Region PJSCRUSSIAUtilitiesElectric Utilities2.4
    FEES LIFederal Grid Co Unified Energy System PJSCRUSSIAUtilitiesElectric Utilities2.8
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