Power sector – Preview – [NEUTRAL] – 1Q24F Preview: The El Niño calls Coal-fired
The bright spot in 1Q24 was coal-fired power. Growth came from the shortage of hydropower supply and the benefit of rapidly falling coal prices compared to gas prices in recent months.
Featured Analysis
Market commentary: Pessimistic sentiment
Market commentary: Demand returns
Derivatives: Continued consolidation
Strategy Monthly: Impact of the January effect?
Market commentary: Low liquidity
Derivatives: Awaiting a breakout signal
Fund flow: Demand returns to Vietnam
