“AQN Still A Show-me Story: While we still believe AQN’s EPS will trough in 2025, the precision on that estimate is challenging given the lack of more concrete details/guidance from the company … Overall, the market may not accord AQN the benefit of the doubt on hitting that growth and will likely treat AQN as a show-me story until there is better execution. EMA Turning The Corner: Our conversation with EMA built on our incrementally more positive read on the Q3 results and update last week .
Mr. Jarvi has “outperformer” ratings on Brookfield Renewable Partners, Transalta Corp., Atco Ltd, Boralex Inc. and Northland Power Inc.BMO chief economist Doug Porter details the ‘staggering’ divergence in Canadian and U.S. yields, “The latest on-consensus U.S. CPI did little to halt the upward march in long-term bond yields. The 10-year Treasury is again flirting with post-election highs of around 4.45%. That’s up more than 80 bps from the lows of less than two months ago. The sustained upswing has certainly pulled Canada along… to some degree. But what’s truly notable in the past six weeks is not the back-up in GoC yields , but the clear separation between the U.S. and Canada.
Business Business Latest News, Business Business Headlines
Similar News:You can also read news stories similar to this one that we have collected from other news sources.
Source: globeandmail - 🏆 5. / 92 Read more »
Source: globeandmail - 🏆 5. / 92 Read more »