European Utilities in 2025/And our picks and pans

We are bearish for the whole IG € corporate asset class in 2025. Utilities actively participle to this view. With an expected large issuance of €75bn, we believe that € Utilities will struggle to perform. The European utilities sector remains a healthy sector but, after an exceptional 2022/2023 period, the trend is decelerating. For some players, cash flow generation will suffer from lower power prices. We will continue to see growing capex and for network utilities more pressure on credit metri...

Coffee, Croissants & Credit/Engie and Orange

Utilities: Engie and the Belgian state agree on nuclear extension and liabilities

Coffee, Croissants & Credit/Engie

Utilities: Engie: strong 2022 results are credit supportive

Coffee, Croissants & Credit/Carrefour, Engie

Consumers: Carrefour raises €1.5bn through sustainability linked bond, in two tranches

Engie/€41bn Belgian nuclear provisions: a big story?

This morning, the Belgian press focused on Engie[de] and the government's announcement that the exit from Electrabel's nuclear activities would need €41bn in provisions. This big number sounds significant but in reality most of the needed provisions are already taken into the accounts. The attention around the story rather reflects ongoing tensions between the French utility and the Belgian authorities. Even though the Belgian government's move may bring additional costs to Engie, the impact on ...

LVRS Company Fact Sheet: IAM

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...