Acciona


9M23 minor changes

20/11/23 -"Our average achieved price in Spain for the FY23 has been increased from €95MW/h to €105MW/h as our estimate had been a bit low based on the €112/MWh average for 9M23 and current spot prices of ..."

Pages
65
Language
English
Published on
20/11/23
You may also be interested by these reports :
10/09/26
Europe’s empty tanks, how to trade a winter with no safety net?

10/09/26
We have updated our estimates for the Loviisa PPA. With no price disclosed, we reverse-engineered it from management’s guidance of a c.1.4pp uplift ...

10/09/26
We believe Verbund remains particularly resilient given its lack of gas exposure, making it a potential clear winner. That said, we expect upside to ...

09/09/26
Fortum (+10%) has signed a 22-year PPA with Google for up to 50% of Loviisa’s capacity, underpinning the circa €1bn lifetime extension to 2050. The ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO