{
National Grid plc

Companies

}
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001122334455554433221100

ubs highlights strong growth potential in european cables sector

UBS Global Research has initiated coverage on the European cables sector, forecasting a 14% compound annual growth rate in high-voltage (HV) cable demand from 2022 to 2028, driven by infrastructure projects and renewable energy investments. Nexans is highlighted as well-positioned for growth, while NKT faces challenges, receiving a "sell" rating due to margin pressures. Prysmian holds a "neutral" rating amid concerns over its ability to achieve €3 billion in EBITDA by 2028, with risks stemming from competitive pressures and the cancellation of a US HV production facility.
Investing.com
United States Dollar British Pound Sterling Euro Nexans National Grid plc Prysmian S.p.A. ITA USA GBR Show more
Business & Industry, Market Report
14:10 06.02.2025

deutsche bank upgrades pennon to hold following rights issue announcement

Deutsche Bank has upgraded Pennon to 'hold' from 'sell' and raised its price target to 570p from 490p, following a £490m rights issue. The stock has performed well post-announcement, and despite a material dividend cut, it is expected to yield around 6%, surpassing peers United Utilities and Severn Trent.
Sharecast
British Pound Sterling Pennon Group Plc United Utilities Group PLC Severn Trent PLC National Grid plc Deutsche Bank RV Global PP GBR Show more
Finance & Economy, Market Report
16:54 31.01.2025

deutsche bank upgrades pennon group to hold raises price target to 5.70

Deutsche Bank has upgraded Pennon Group's stock rating from Sell to Hold, raising the price target to GBP5.70 following the company's announcement of a £490 million rights issue. Despite a significant dividend cut, the stock has performed well, with anticipated yields around 6%, surpassing peers like United Utilities and Severn Trent. Investors are advised to monitor the stock's performance as it transitions to ex-rights trading next week.
Investing.com
British Pound Sterling Pennon Group Plc United Utilities Group PLC Severn Trent PLC National Grid plc Deutsche Bank RV Global PP GBR James Brand Show more
Finance & Economy, Market Report
13:05 31.01.2025

ubs strategists warn of tech stock valuations and bond yield risks

UBS strategists, led by Andrew Garthwaite, warn that a 5% yield on the US 10-year Treasury could signal a negative shift for equities, with a 35% chance of a stock market bubble emerging if bubble areas exceed 30% of global market cap and P/E ratios hit 45x or higher.Currently, the "Mag 6" tech stocks have a P/E ratio of 34x. UBS forecasts a decline in US bond yields to 4.25% by year-end, recommending a defensive investment strategy focused on undervalued sectors like utilities and real estate, while remaining underweight on non-financial cyclicals.
PUNE.NEWS
United States Dollar BAE Systems plc SSE plc Leonardo S.p.a. National Grid plc Persimmon Plc Tesco PLC Microsoft Corp SAP SE Land Securities Group PLC USA JPN GBR Andrew Garthwaite Show more
Finance & Economy, Market Report
20:36 25.01.2025

ubs warns 5 percent treasury yield could signal equities downturn

UBS strategists, led by Andrew Garthwaite, warn that a 5% yield on the US 10-year Treasury could negatively impact equities, with a 35% chance of a stock market bubble emerging. They recommend focusing on defensives with low financial leverage and suggest UK bond-sensitive sectors are currently undervalued. The team anticipates US bond yields will drop to 4.25% by year-end, while highlighting Japan as the best-performing region amid rising TIPS yields.
Investing.com
British Pound Sterling United States Dollar Japanese Yen Land Securities Group Plc BAE Systems plc SSE plc Leonardo S.p.a. National Grid plc Persimmon Plc Tesco PLC SAP SE USA JPN GBR Andrew Garthwaite Leonardo Show more
Finance & Economy, Market Report
11:37 23.01.2025

ubs warns of equity market turning point at 5 percent bond yield

UBS strategists warn that a 5% yield on 10-year US government bonds could indicate a turning point for equities, with a 35% chance of an equity bubble forming. They recommend underweighting non-financial cyclical stocks and favor defensive stocks with low financial leverage, particularly in the UK, where they see opportunities in utilities and real estate.
Investing.com Deutsch
United States Dollar Land Securities Group Plc BAE Systems plc SSE plc Leonardo S.p.a. National Grid plc Persimmon Plc Tesco PLC SAP SE Microsoft Corporation GBR Andrew Garthwaite Show more
Finance & Economy, Market Report
11:33 23.01.2025

european utilities face earnings decline amid changing power prices and investments

The LNG market is set to increase supply, particularly from the US, with a projected 15% rise in production. European utilities are expected to see a 3% EBITDA decrease in 2024, with a further 2% decline in 2025, while pure grid operators will benefit from a 6% EBITDA growth due to supportive regulatory frameworks and expanding asset bases.
ING Think
Euro National Grid Electricity Transmission plc Suez Cement Hera S.p.A. National Grid plc Italgas S.p.A. STEDIN1.5%PL A2A S.p.A. E.ON SE Fortum Oyj VERBUND AG Ørsted A/S Alliander N.V. CEZ, a. s. Enel SpA STATKRAFT 24/32 MTN Centrica plc Engie SA Vattenfall AB ACEA S.p.A. Fluxys Belgium SA Terna S.p.A. TENNET HLDG 24/UND.FLR Enagas S.A. (ADRs) Iberdrola, S.A. Snam S.p.A. Redeia Corporación, S.A. Show more
Business & Industry, Market Report
01:00 22.01.2025

ubs maintains buy rating on eon with target price of 16.20 euros

UBS has maintained a "Buy" rating on Eon with a target price of 16.20 euros. Analyst Mark Freshney noted that the European utility sector has lagged behind the market due to rising bond yields and concerns over capital needs, despite stable earnings momentum and low valuations that suggest growth potential. Freshney's top picks include Iberdrola, Eon, National Grid, and SSE, while he holds a negative outlook on Severn Trent, Uniper, and Verbund.
MarketScreener
Euro VERBUND AG SSE plc National Grid plc Uniper SE Iberdrola, S.A. Severn Trent PLC DEU Mark Freshney Show more
Finance & Economy, Market Report
14:06 09.01.2025

ubs forecasts s and p 500 surge amid bubble conditions

UBS strategists, led by Andrew Garthwaite, predict a potential S&P 500 surge amid bubble conditions, noting that while the index has risen 23% this year, a loose monetary policy is still absent. They identify six of seven bubble conditions met, with a federal funds rate of around 3.2% needed to trigger a shift of funds into stocks. UBS estimates a 35% chance of a bubble by 2025, suggesting a possible 20% increase in the S&P 500, and recommends investing in reasonably priced AI and electrification stocks like TSMC and Meta to hedge against risks.
@gurufocus
United States Dollar National Grid plc Tesmec S.p.A. Metagenomi, Inc. PG&E Corp Vistra Corp. Andrew Garthwaite Show more
Finance & Economy, Market Report
02:43 20.12.2024

ubs forecasts s and p 500 surge amid bubble conditions

UBS strategists, led by Andrew Garthwaite, predict a potential S&P 500 surge amid bubble conditions, noting that while the index has risen 23% this year, it hasn't yet entered a bubble due to restrictive monetary policy. They identify six of seven necessary bubble conditions, with the missing element being a looser monetary stance, suggesting a federal funds rate around 3.2% is needed. UBS estimates a 35% chance of a bubble by 2025, with the S&P 500 possibly surging by at least 20%, recommending investments in reasonably priced AI and electrification stocks like TSMC and Meta to hedge against risks.
@gurufocus
Vistra Corp. PG&E Corp Metagenomi, Inc. Tesmec S.p.A. National Grid plc USA Andrew Garthwaite Show more
Finance & Economy, Market Report
02:43 20.12.2024
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