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
Derivatives: Bottom-fishing capital inflows
Derivatives: Declining liquidity
Market commentary: Real Estate supports market
Interbank rates drop on SBV’s repo rollover
New long-term uptrend?
Covered warrant: Positive sentiment in the CWs market
Market Trader: Capital inflows continue into the market
