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ML Rural Crafts Laboratory News

From Water into Utilities Sector

Heating, Water, Electrics Installation and Repair


Craft News

  • What can Pittsboro do for its water? The Chatham News + Record
  • Canadian Suncor consumed more fresh water for oil sands in 2019 ICIS
  • India-China relations and the geopolitics of water The Interpreter
  • PWSA: Lead levels are greatly reduced in Pittsburgh's water supply Pittsburgh Post-Gazette
    July 23, 2020

    Top Longs Based on Momentum

    tickernamecountrysectorPeriodChange
    PGEPGE POLSKA GRUPA ENERGETYCZNA SAPolandUtilities70.09
    PGASPERUSAHAAN GAS NEGARAIndonesiaUtilities33.33
    PGASPERUSAHAAN GAS NEGARAIndonesiaUtilities33.33
    ENELENELItalyUtilities24.58
    916CHINA LONGYUAN POWER GROUP CORP LTChinaUtilities23.91
    916CHINA LONGYUAN POWER GROUP CORP LTChinaUtilities23.91
    EQTL3EQUATORIAL ENERGIA SABrazilUtilities22.10
    EQTL3EQUATORIAL ENERGIA SABrazilUtilities22.10
    IBEIBERDROLA SASpainUtilities18.50
    ELET3CENTRAIS ELETR BRAS-ELETROBRASBrazilUtilities18.31

    Top Shorts Based on Momentum

    tickernamecountrysectorPeriodChange
    270GUANGDONG INVESTMENT LTDChinaUtilities-11.17
    270GUANGDONG INVESTMENT LTDChinaUtilities-11.17
    9501TOKYO ELECTRIC POWER HOLDINGS INCJapanUtilities-10.09
    2380CHINA POWER INTERNATIONAL DEVELOPMChinaUtilities-9.52
    POWPETROVIETNAM POWER CO CORPVietnamUtilities-8.89
    NRGNRG ENERGY INCUnited StatesUtilities-8.25
    015760KOREA ELECTRIC POWER CORPKorea (South)Utilities-7.83
    015760KOREA ELECTRIC POWER CORPKorea (South)Utilities-7.83
    5110SAUDI ELECTRICITYSaudi ArabiaUtilities-6.67
    5110SAUDI ELECTRICITYSaudi ArabiaUtilities-6.67
    MLIndexnameytd1monthFy1PE
    MXEF Index MSCIMSCI EM-10.1610.6212.5
    DJUSUTT Index Dow JonesDJ US UtilitiesTr-10.272.5816.9

    Commodities YTD Performance

    NameUnitsKeyLastPriceCurrencyYTDChange USDpct1month
    Orange Juice (ICE)USd/lb.Orange Juice1.239USD19.19-0.84
    Gold SpotUSD/t oz.Gold1751.94USD17.490.53
    Palladium SpotUSD/t oz.Palladium1931.32USD2.55-6.68
    Silver (Comex)USD/t oz.Silver17.97USD1.701.47
    Lumber (CME)USD/1000 board feetLumber424.10USD0.4715.40
    Canola (ICE)CAD/MTCanola476.20CAD0.000.72
    3Mo Tin (LME)USD/MT3Mo Tin16859.00USD-2.559.06
    Oats (CBOT)USd/bu.Oats2.8125USD-2.68-11.83
    SteelUSD/MTSteel417USD-5.764.12
    Cocoa (ICE)USD/MTCocoa2270.00USD-5.81-5.46
    Copper (Comex)USd/lb.Copper2.6545USD-6.097.91
    Cocking CoalCNY/MTCocking Coal1159CNY-6.383.99
    Soybean (CBOT)USd/bu.Soybean8.7475USD-6.693.40
    Rough Rice (CBOT)USD/cwtRough Rice12.15USD-7.25-24.44
    Feeder Cattle (CME)USd/lb.Feeder Cattle1.3175USD-8.342.13
    3Mo Zinc (LME)USD/MT3Mo Zinc2087.50USD-8.882.50
    Ethanol (CBOT)USD/gal.Ethanol1.26USD-9.3516.67
    Wheat (CBOT)USd/bu.Wheat4.87USD-9.90-5.80
    Sugar #11 (ICE)USd/lb.Sugar0.1206USD-10.407.77
    3Mo Aluminum (LME)USD/MT3Mo Aluminum1603.00USD-11.145.98
    NickelUSD/MTNickel12625USD-12.272.35
    Cotton #2 (ICE)USd/lb.Cotton0.5975USD-12.903.25
    Platinum SpotUSD/t oz.Platinum817.48USD-13.05-2.79
    Corn (CBOT)USd/bu.Corn3.2925USD-15.203.13
    Rubber (Tokyo)JPY/kgRubber157.20JPY-19.430.77
    Coffee 'C' (ICE)USd/lb.Coffee0.98USD-22.10-7.24
    Natural Gas (Nymex)USD/MMBtuNatural Gas1.66USD-23.85-5.68
    Live Cattle (CME)USd/lb.Live Cattle0.9512999999999999USD-24.31-2.56
    Lean Hogs (CME)USd/lb.Lean Hogs0.511USD-27.26-8.42
    Brent Crude (ICE)USD/bbl.Oil42.95USD-35.5519.01

    Country USD Yields Ordered By YTD Yield Change

    countryYieldYieldChange
    Ecuador31.1724.13
    Zambia21.6915.30
    Sri Lanka18.3713.20
    Switzerland19.1912.05
    Jamaica14.758.65
    Angola14.727.74
    India9.524.81
    Kazakhstan8.793.90
    Canada9.353.71
    Iraq9.913.48
    Tunisia8.262.47
    El Salvador9.172.35
    Costa Rica8.332.17
    Bolivia6.941.96
    Nigeria7.451.54
    Ghana7.721.51
    United States6.411.30
    Turkey6.691.11
    Ethiopia6.811.00
    Oman6.390.90
    Kenya6.320.63
    Egypt6.940.60
    Dominican Republic5.650.59
    Senegal6.250.56
    South Africa5.540.52
    Pakistan6.800.51
    Kuwait4.840.45
    Cote D'Ivoire (Ivory Coast)6.130.36
    Mexico4.960.31
    China4.840.16
    Macau4.870.12
    Mongolia5.430.01
    Singapore4.39-0.10
    Trinidad and Tobago3.99-0.21
    Argentina5.88-0.22
    Jordan5.81-0.37
    Italy3.58-0.37
    Colombia4.11-0.38
    Hong Kong3.83-0.39
    Ukraine6.48-0.41
    Paraguay4.72-0.44
    Brazil4.82-0.46
    Malaysia3.38-0.47
    United Arab Emirates3.68-0.51
    Romania2.93-0.53
    Panama3.70-0.59
    Chile3.77-0.60
    United Kingdom3.65-0.62
    Indonesia3.47-0.63
    Guatemala5.55-0.65
    Peru3.54-0.68
    Netherlands3.70-0.75
    Saudi Arabia3.88-0.82
    Israel4.72-0.85
    Morocco3.52-0.91
    Philippines2.46-0.97
    Belgium4.40-1.00
    Uruguay2.70-1.02
    Thailand2.15-1.05
    Vietnam2.63-1.08
    Azerbaijan3.50-1.13
    Hungary2.01-1.24
    Bahrain4.98-1.32
    Finland2.69-1.35
    Taiwan2.04-1.41
    Australia3.21-1.49
    Russian Federation2.78-1.54
    Qatar2.28-1.56
    Croatia (Hrvatska)1.77-1.62
    Sweden2.30-1.74
    Poland0.97-1.81
    Korea (South)1.57-1.81
    Luxembourg4.42-2.09
    France4.75-2.26
    Lebanon0.00-7.39
    Venezuela0.00-54.35
  • Utilities Performance By Subindustry Last Month

    Industrymonthchangepct
    Renewable Electricity21.89
    Water Utilities6.94
    Multi-Utilities4.31
    Electric Utilities4.23
    Independent Power Producers &4.23
    Gas Utilities-0.04

    Utilities By Subindustry Performance YTD

    Industrymonthchangepct
    Renewable Electricity1.16
    Multi-Utilities-8.42
    Gas Utilities-9.79
    Electric Utilities-10.96
    Independent Power Producers &-16.65
    Water Utilities-18.04

    Utilities Performance in Various Countries Last Month

    countryPeriodChange
    Poland70.09
    Indonesia33.33
    Italy15.21
    Mexico13.79
    Brazil12.34
    Spain12.33
    India10.53
    France9.87
    New Zealand8.87
    Germany8.84
    Qatar8.78
    United Kingdom8.45
    Portugal8.15
    Chile7.26
    Finland7.11
    Austria5.91
    Denmark4.83
    Philippines4.39
    China4.04
    Czech Republic3.78
    Canada3.64
    Colombia2.81
    Australia2.50
    United States2.17
    Thailand2.00
    Russian Federation0.00
    Hong Kong-1.52
    Japan-2.11
    Malaysia-2.23
    Bangladesh-2.38
    Romania-3.21
    Saudi Arabia-6.67
    Korea (South)-6.98
    Vietnam-7.09

    Utilities Valuation and Growth in Various Countries (Simple Averages)

    CountryPEFy0PEFy12020Growth
    CHILE9.597.3215.20
    HONG KONG19.9716.1514.95
    CHINA9.867.3612.44
    CZECH0.0011.899.14
    ITALY16.4910.773.82
    NEW ZEALAND0.000.002.07
    THAILAND15.530.001.17
    AUSTRIA27.9626.340.22
    SOUTH KOREA0.0011.960.00
    ROMANIA0.000.000.00
    UNITED STATES16.2813.55-1.03
    CANADA11.7012.35-1.28
    COLOMBIA6.635.98-2.12
    PORTUGAL0.0019.95-2.68
    FINLAND0.000.00-3.29
    JAPAN6.479.35-4.34
    PHILIPPINES14.267.62-6.05
    RUSSIA3.533.08-8.03
    SPAIN7.5715.90-9.74
    INDIA2.774.75-10.39
    MALAYSIA15.6216.40-11.34
    BRITAIN22.1115.86-16.58
    GERMANY0.0019.34-18.78
    AUSTRALIA14.5013.52-23.99
    BRAZIL8.7110.16-37.67
    FRANCE7.9815.56-47.57

    Emerging Markets Electric Utilities
  • Electric Power Substation Automation Market Technology ... Cole of Duty
  • Pa. must prioritize clean energy development Pittsburgh Post-Gazette
  • Gas Powered Motors Market 2026| Wartsila • General Electric ... Cole of Duty
  • Electric Utility Vehicle Market Is Set To Experience Revolutionary ... 3rd Watch News
  • Electric Utility Vehicles Market Expert Guide to Boost the Industry in ... Cole of Duty /---/
    Emerging Markets Utilities
  • Jul 22, 2020 - Arrow Investment Advisors, LLC Buys SPDR Select Sector Fund - Consumer Discretionary, iShares TIPS Bond, iShares JP Morgan USD Emerging Markets Bond ETF, Sells SPDR Select Sector Fund - Utilities, iShares 20+ Year Treasury Bond ETF, iShares 1-3 Year Tre GuruFocus.com
  • PC System Utilities Software Market 2020 – Iolo Technologies ... Jewish Life News
  • Utility Asset Management Market: Business Trends, Emerging Technologies, Regional Study, Industry Profit Growth and Forecast to 2023 – Bulletin Line Bulletin Line
  • Smart Utilities Management Market 2020 Delivering Valuable ... 3rd Watch News
  • emerging markets roadmap to a sustainable energy future ESI Africa /---/
    Emerging Market Power Plant
  • Comprehensive Report on ?Mobile Power Plant Market 2020 | Size, Growth, Demand, Opportunities & Forecast To 2026 | General Electric, Siemens, Solar Turbines, PW Power Systems, Kawasaki Heavy Industries Cole of Duty
  • Global Virtual Power Plant Market (2020 to 2027) - by Technology ... GlobeNewswire
  • Global Class 1E Nuclear Power Station Power Cable Market Key ... Cole of Duty
  • Here's how to scale-up renewable power in emerging markets World Economic Forum
  • Floating Power Plant Market 2020 Impact of COVID-19 Insight Analysis with Top Key Vendors – Mitsubishi Corporation, MAN Diesel & Turbo SE, Vikram Solar Pvt., Ltd., Kyocera Corporation, etc Cole of Duty /---/
    Emerging Market Electric Grid
  • Global Smart Grid Deployment Tracker Market Report 2020 based ... Cole of Duty
  • Off-grid Hybrid Power System Market – Growing Trade Among Emerging Economies Opening New Opportunities (2020-2026) Owned
  • E.ON Debuts 'Resilience-as-a-Service' for Remote Markets POWER magazine
  • Massive Growth in Energy Management Systems for Healthcare ... Cole of Duty
  • Smart Grid Market 2020 By Types, Trend, Size, Applications ... Cole of Duty /---/

    Valuation and Growth of Various Sectors in Utilities

  • US Stocks climb to five-month high over the likelihood for a new spending bill Financial Express
  • Stock futures hold steady, Microsoft sheds 2.2% after reporting earnings CNBC
  • Stocks Climb to Five-Month High; Dollar Slumps: Markets Wrap Yahoo Canada Finance
  • Stocks Flat by Wednesday Closing Bell Baystreet.ca
  • The close: Stocks end choppy session higher on mixed earnings The Globe and Mail
  • The Reasons Why I Bought VPU This Week (NYSEARCA:VPU) Seeking Alpha
  • Are You Looking for a High-Growth Dividend Stock? Chesapeake Utilities (CPK) Could Be a Great Choice Yahoo Finance
  • Should You Rely On Algonquin Power & Utilities’s (TSE:AQN) Earnings Growth? Simply Wall St
  • Southern Company: Safe, Solid, Utility Stock For Income Investors ... Seeking Alpha
  • Utilities Power Higher Amid 'Accommodative' Fed Minutes Investopedia
  • Best Of The Best Utilities, Part 1: MGE Energy Seeking Alpha
  • Utility Poles Market Growth to be Fuelled by 2019-2033 – Cole of Duty Cole of Duty
  • Southern Company: Safe, Solid, Utility Stock For Income Investors ... Seeking Alpha
  • Brazil ETFs Hit Chart Resistance Investopedia
  • Impact of COVID-19 on M&A in the energy & utilities sector Financier Worldwide
  • Best Of The Best Utilities, Part 1: MGE Energy Seeking Alpha
  • Utilities Power Higher Amid 'Accommodative' Fed Minutes Investopedia
  • The oil industry has less time to decarbonize than it thinks World Economic Forum

    Link to Utilities Macro Page

    Utilities sector trades at 2020 simple average PE Fy1 of 11.0 x and 2021 PE Fy2 of 12.6 x

    Utilities sector trades at 2020 simple average EV/EBITDA of 6.9 x and 2021 EV/EBITDA of 6.4 x

    In terms of Dividend yield Utilities sector trades at 2020 Yield of 3.4 % and 2021 Dividend Yield of 3.6 %

    On ROE basis Utilities sector trades at 2020 ROE of 9.7 % and 2021 ROE of 9.4 %

    Utilities subindustries by 2020 EBITDA Margin %

    Industry2020 EBITDA Margin
    Renewable Electricity62.9
    Water Utilities47.8
    Multi-Utilities26.1
    Independent Power Producers &30.2
    Utilities33.7
    Electric Utilities26.4
    Gas Utilities27.2

    Utilities most profitable companies by 2020 EBITDA Margin %

    Industrycompany2020 EBITDA Margin
    Renewable ElectricityHuaneng Renewables Corp Ltd87.4
    Electric UtilitiesPower Grid Corp of India Ltd85.7
    Electric UtilitiesTransmissora Alianca de Energia Eletrica SA81.8
    Renewable ElectricityEDP Renovaveis SA80.9
    Electric UtilitiesRed Electrica Corp SA77.0
    Renewable ElectricityPattern Energy Group Inc74.1
    Electric UtilitiesTerna Rete Elettrica Nazionale SpA73.5
    Renewable ElectricityTerraForm Power Inc72.5
    Renewable ElectricityChina Longyuan Power Group Corp Ltd65.5
    Electric UtilitiesInterconexion Electrica SA ESP65.1
    Gas UtilitiesAPA Group64.0
    Gas UtilitiesPetronas Gas Bhd63.9
    Renewable ElectricityEnel Green Power SpA60.8
    Renewable ElectricityCia Energetica de Sao Paulo60.2
    Water UtilitiesAguas Andinas SA58.1

    Companies in Utilities By Market Share %

    Countries Market Share in Utilities %

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    Largest Companies in Utilities by Market Capitalisation mn$

    TickerCompanyCountryIndustrySubIndustryMarketCapUSDmn
    NEE USNextEra Energy IncUNITED STATESUtilitiesElectric Utilities120757.1
    ENEL IMEnel SpAITALYUtilitiesElectric Utilities91630.3
    IBE SMIberdrola SASPAINUtilitiesElectric Utilities78981.4
    D USDominion Energy IncUNITED STATESUtilitiesMulti-Utilities60900.3
    DUK USDuke Energy CorpUNITED STATESUtilitiesElectric Utilities58667.7
    SO USSouthern Co/TheUNITED STATESUtilitiesElectric Utilities55207.5
    AEP USAmerican Electric Power Co IncUNITED STATESUtilitiesElectric Utilities40340.5
    EXC USExelon CorpUNITED STATESUtilitiesElectric Utilities35830.9
    SRE USSempra EnergyUNITED STATESUtilitiesMulti-Utilities34804.1
    XEL USXcel Energy IncUNITED STATESUtilitiesElectric Utilities33264.3
    EDF FPElectricite de France SAFRANCEUtilitiesElectric Utilities30730.0
    EOAN GRE.ON SEGERMANYUtilitiesMulti-Utilities30566.0
    WEC USWEC Energy Group IncUNITED STATESUtilitiesMulti-Utilities28139.9
    3 HKHong Kong & China Gas Co LtdHONG KONGUtilitiesGas Utilities27608.6
    PEG USPublic Service Enterprise Group IncUNITED STATESUtilitiesMulti-Utilities25230.7
    2 HKCLP Holdings LtdHONG KONGUtilitiesElectric Utilities24791.8
    ED USConsolidated Edison IncUNITED STATESUtilitiesMulti-Utilities24255.8
    AWK USAmerican Water Works Co IncUNITED STATESUtilitiesWater Utilities23590.9
    RWE GRRWE AGGERMANYUtilitiesMulti-Utilities22070.7
    FE USFirstEnergy CorpUNITED STATESUtilitiesElectric Utilities21561.8

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

    CountryIndustrySubIndustryNumber of companiesMarketCapUSDmn
    SOUTH KOREAUtilitiesElectric Utilities110215.7
    SOUTH KOREAUtilitiesGas Utilities12033.7
    HONG KONGUtilitiesGas Utilities356857.3
    CHINAUtilitiesGas Utilities112965.6
    HONG KONGUtilitiesWater Utilities111692.2
    HONG KONGUtilitiesElectric Utilities124791.8
    HONG KONGUtilitiesIndependent Power Producers &15958.7
    CHINAUtilitiesIndependent Power Producers &214205.2
    CHINAUtilitiesRenewable Electricity24718.1
    JAPANUtilitiesElectric Utilities637067.1
    JAPANUtilitiesIndependent Power Producers &13054.5
    UNITED STATESUtilitiesMulti-Utilities13251942.8
    UNITED STATESUtilitiesElectric Utilities15454510.1
    UNITED STATESUtilitiesIndependent Power Producers &317414.5
    CHILEUtilitiesIndependent Power Producers &34343.2
    AUSTRALIAUtilitiesMulti-Utilities17454.1
    CHILEUtilitiesWater Utilities12191.1
    RUSSIAUtilitiesElectric Utilities2133348.8
    PHILIPPINESUtilitiesIndependent Power Producers &14200.4
    AUSTRALIAUtilitiesGas Utilities19187.4

    Top Companies Utilities by Dividend Yield

    TickerCompanyCountryIndustrySubIndustryDividendYld_fy1
    AESGENER CIAES Gener SACHILEUtilitiesIndependent Power Producers &17.6
    FEES RMFederal Grid Co Unified Energy System PJSCRUSSIAUtilitiesElectric Utilities9.4
    UPRO RMUniproRussiaUtilitiesUtilities8.9
    TAEE11 BZTransmissora Alianca de Energia Eletrica SABRAZILUtilitiesElectric Utilities8.9
    MRKP RMIDGC of Centre and Volga Region PJSCRUSSIAUtilitiesElectric Utilities8.7

    Cheapest Companies in Utilities on FY1 PE

    TickerCompanyCountryIndustrySubIndustryPE_fy1
    RSTI RMROSSETI PJSCRUSSIAUtilitiesElectric Utilities2.8
    9501 JPTokyo Electric Power Co Holdings IncJAPANUtilitiesElectric Utilities2.9
    MRKP RMIDGC of Centre and Volga Region PJSCRUSSIAUtilitiesElectric Utilities3.1
    FEES RMFederal Grid Co Unified Energy System PJSCRUSSIAUtilitiesElectric Utilities3.5
    FEES LIFederal Grid Co Unified Energy System PJSCRUSSIAUtilitiesElectric Utilities4.4