Philip (@GoldenShield) sur getquin

3Mo·

Hello everyone,

I've been more of a silent reader so far.

I have been looking for an investment in the energy sector for some time and have had my eye on RWE $RWE (-0,18 %) for some time, as I think the share price is quite attractive at the moment and the forecast is positive.

Do you have any alternatives or positions in this sector in your portfolio?

8 Commentaires

Dividende > Zinsen@GoDividend

3Mo

$IBE ?

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DieEnte7@DieEnte7

3Mo

Energy is extremely broad, you can have pretty much anything from high-dividend yield to defensive companies to highly speculative growth stocks. I would tend to count RWE as one of the former, with a favorable valuation and a decent dividend, but perhaps no monster share price growth in the next few years, that would be my "uninformed" forecast. The share is not necessarily my cup of tea, but I don't think it's a bad investment either.

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But T.@But_the_Stock_Picked_Me

3Mo

Utilities have just gone up well by their standards. I missed that. The question is whether the yield train has already left the station. The dividend train is moving more slowly, so you can always jump on it. $ENEL is interesting.

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GHF@GHF

3Mo

Check $ENEL

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Dividendenopi@Dividendenopi

3Mo

$VAR

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Buddy@Dampfhammer

3Mo

$IBE $MVV1 $NEE $EKT $ENEL $EOAN is also still available.

The investment should fit into your strategy. Or the company should meet your selection criteria.

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Smudo@Smudeo

3Mo

The year 2024 will be somewhat quieter again for the energy giant RWE. Solid figures are expected for Q3.

Due to the phase-out of nuclear power, electricity generation was down 9% on the previous year at 33,780 GWh. Compared to the previous year, which was characterized by special effects (longer operating times of nuclear power plants and high energy prices), both adjusted EBITDA fell by 26% to EUR 1.7 billion and adjusted EBIT fell by 34% to EUR 1.2 billion and net profit by 39% to EUR 801 million.

Apart from the exceptional year 2023, however, this is the strongest start to a year in the Group's history.
The outlook is particularly pleasing: For 2024, the management is forecasting an adj. EBITDA of EUR 5.2 to 5.8 billion, an adj. EBIT of EUR 3.2 to 3.8 billion and an adj. Net result of EUR 1.9 to 2.4 billion. The consensus currently expects only the lower end of the range, which leaves room for positive surprises given the current price momentum.
Due to rising costs for the operation of electricity distribution grids, electricity prices in Germany have already risen since the start of the year, which is helping RWE.

Another particularly positive trend is that RWE is participating in the AI trend and will supply Microsoft with green electricity for 15 years.
The order comprises two new wind farms with a capacity of 243 and 203 MW.

The demand for data centers from the US helps RWE to achieve better prices for renewables. With a 2024 P/E ratio of 12 (10Y: 14), the DAX share DE0007037129) remains favorably valued.
$RWE

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Lucky L.@JonathanPeachum

3Mo

$WEC oder $AWK

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