Multi-Utilities
12 companies under coverage.
Multi-Utilities
PG&E Corp (PCG)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $28, +68% vs spot. It needs Gross Margin to surprise to the upside.
Sempra Energy (SRE)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $146, +57% vs spot. It needs the multiple to hold or expand.
Xcel Energy Inc (XEL)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $129, +61% vs spot. It needs the multiple to hold or expand.
Ameren Corp (AEE)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $182, +61% vs spot. It needs the multiple to hold or expand.
Consolidated Edison Inc (ED)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $171, +55% vs spot. It needs Gross Margin to surprise to the upside.
DTE Energy Company (DTE)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $239, +57% vs spot. It needs Gross Margin to surprise to the upside.
Dominion Energy Inc (D)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $106, +56% vs spot. It needs the multiple to hold or expand.
CMS Energy Corporation (CMS)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $121, +58% vs spot. It needs Gross Margin to surprise to the upside.
NiSource Inc (NI)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $76, +61% vs spot. It needs Gross Margin to surprise to the upside.
Pinnacle West Capital Corp (PNW)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $170, +58% vs spot. It needs Gross Margin to surprise to the upside.
Nextera Energy Inc (NEE)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $138, +57% vs spot. It needs the multiple to hold or expand.
CenterPoint Energy Inc (CNP)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $70, +58% vs spot. It needs Gross Margin to surprise to the upside.