에 대한 최신 뉴스 PG&E (NYSE:PCG) 주식

PG&E

PG&E is a holding company whose main subsidiary is Pacific Gas and Electric, a regulated utility operating in Central and Northern California that serves 5.3 million electricity customers and 4.6 million gas customers in 47 of the state's 58 counties. PG&E operated under bankruptcy court supervision between January 2019 and June 2020. In 2004, PG&E sold its unregulated assets as part of an earlier postbankruptcy reorganization.

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비스트라, 엔터지, 니소스 및 PG&amp;E: JP모건이 뽑은 2025년 긍정적인 유틸리티 4개 기업

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GNRC

2024년은 기록상 가장 더운 해 중 하나가 될 것으로 예상됨에 따라 폭염이 미국 여러 지역을 휩쓸 것으로 예상된다. 예보: 국립 기상청(NWS)에 따르면 거의 1억 5천만 명의 미국인이 목요일 폭염 주의보 또는 주의보를 받고 있다.

8월 폭염 영향으로 약 1.5억 명의 미국인이 피해를 겪으면서 주목해야 할 12개 주식

2024년이 기록상 가장 무더운 해 중 하나가 될 것으로 예상됨에 따라 거대 유틸리티 회사인 PG&amp;E(NYSE:PCG)를 포함한 몇몇 상장 기업들은 이번 주 캘리포니아를 강타하는 폭염으로 인해 손실을 입을 것으로 보인다.

7월 4일 폭염: 캘리포니아는 이번 주 세 자릿수 기온 동안 정전 및 화재 위험에 직면

PG&E Corp

Litman Gregory Funds Trust Polen Capital Global Growth ETF

PC Group Inc

Pacific Gas & Electric Co. 6% Preferred Stock

Pacific Gas & Electric Co

Pacific Gas & Electric Co. 5 1/2% Preferred Stock

Pacific Gas & Electric Co. 5% 1st Preferred Stock

Pacific Gas & Electric Co. 5% 1st Red. Preferred Stock

Pacific Gas & Electric Co. 5% 1st A Preferred Stock

Pacific Gas & Electric Co. 4.80% 1st Preferred Stock

Pacific Gas & Electric Co. 4.50% 1st Preferred Stock

Pacific Gas & Electric Co. 4.36% 1st Preferred Stock

PG&E Corp 6.000% Series A Mandatory Convertible Preferred Stock

Few hedge fund managers command the attention of Wall Street quite like Dan S. Loeb. As the founder of Third Point, a $7 billion hedge fund, Loeb has made his mark with bold activist strategies that challenge the status quo and drive <a href="https://www.benzinga.com/general/hedge-funds">transformation in global companies.</a>
<h3 class="wp-block-heading">Portfolio Overview</h3>
As of Q3 2024, Third Point's portfolio is valued at $7.37 billion, comprising 41 investments. The fund gained 5.3% during the quarter, with top holdings including Pacific Gas &amp; Electric Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>) at 13%, Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) at 9.3%, and Danaher Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHR#NYSE">DHR</a>) at 7.3%. Smaller positions include Vistra Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>) and Bath &amp; Body Works, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBWI#NYSE">BBWI</a>), each at 5.1%.
Best Performers: These five stocks have surged over 20% in the last 6 months.
<ol>
<li>Live Nation Entertainment, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYV#NYSE">LYV</a>) escalated around 43%.</li>
<li>Amazon surged about 18%</li>
<li>Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) rose roughly 17%</li>
<li>Corpay, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPAY#NYSE">CPAY</a>) rocketed about 29%</li>
<li>Cinemark Holdings Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) increased approximately 60%</li>
</ol>
These gains highlight Loeb's ability to capitalize on growth opportunities across the entertainment, tech, and financial sectors.
Also Read: <a href="https://www.benzinga.com/economics/macro-economic-events/24/12/42615908/feds-preferred-inflation-gauge-falls-more-than-expected-markets-breathe-sigh-of-relief">Fed&#8217;s Preferred Inflation Gauge Falls More Than Expected: Markets Breathe Sigh Of Relief</a>
Investment Strategy:
<ul>
<li>Loeb is a prominent activist investor who acquires significant stakes in underperforming companies to advocate for improvements in management, operations, or governance, with the goal of enhancing shareholder value. A key example is his 2011 investment in Yahoo, where a 5% stake and strategic push led to transformations and over $1 billion in gains, <a href="https://hedgefundalpha.com/dan-loeb-portfolio/">according </a>to Hedge Fund Alpha.</li>
<li>Throughout his career, Loeb has focused more on creating spin-offs than investing in existing ones. He recently applied his activist strategy with Sony and Shell to pursue spin-offs, <a href="https://www.cnbc.com/2021/10/28/shell-vs-activist-dan-loeb-is-bigger-for-big-oil-than-exxon-board-war.html">according </a>to CNBC, but was unsuccessful in these efforts.</li>
<li>Beyond equities, Loeb explores opportunities in credit markets, including distressed debt and corporate bonds, aiming to generate high-risk-adjusted returns by exploiting inefficiencies in those areas. In 2012, Loeb invested in Greek sovereign bonds during the financial crisis, assessing the risk-reward ratio and achieving strong returns, adding to an already successful year, CNBC <a href="https://www.cnbc.com/2012/10/03/third-points-loeb-bets-big-and-wins-on-greek-debt.html">reported</a>.</li>
</ul>
Historical Performance: Since launching in 1995, the fund has averaged annual returns of 16%, attracting new investors with consistent positive performance, according to Hedge Fund Alpha.
Loeb's major successes came during the dot-com bubble and the 2008 financial crisis, with his fund posting a 45% return in 2009 despite a market downturn.
Third Point&#8217;s assets under management reportedly peaked at nearly $18 billion in 2022 before declining to approximately $7 billion, attributed to underperformance during a challenging market period in 2022. By the end of 2023, the fund achieved modest positive returns, indicating some stabilization.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41397978/hedge-fund-billionaire-daniel-loeb-bets-on-trump-win-singles-out-this-recent-buy-as" target="_blank" rel="noreferrer noopener">Hedge Fund Billionaire Daniel Loeb Bets On Trump Win, Singles Out This Recent Buy As Having &#8216;Significant Upside Potential&#8217;</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Hedge Funds

AMZN

BBWI

CPAY

5 High-Flying Stocks In Dan Loeb's Portfolio: Cinemark, Corpay, Amazon Lead

UBS analyst Gregg Orrill maintains PG&amp;E (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>) with a Buy and lowers the price target from $26 to $24.

Price Target

UBS Maintains Buy on PG&E, Lowers Price Target to $24

JPMorgan analysts Jeremy Tonet and Richard W. Sunderland believe <a href="https://www.benzinga.com/topic/utilities">utilities in North America are gearing up</a> for a stellar 2025.
Bolstered by accelerating power demand and transformative growth drivers like electrification, data center expansion and manufacturing onshoring, utility stocks are positioned for sustained strength.
Their top picks from the space include Vistra Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>), Entergy Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETR#NYSE">ETR</a>), NiSource Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NI#NYSE">NI</a>) and PG&amp;E Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>). Here&#8217;s why each of these make a great 2025 pick.
<h1 class="wp-block-heading">1. Vistra</h1>
Vistra's Texas-sized opportunity makes it JPMorgan's top pick. 
The company boasts unmatched exposure to the Electric Reliability Council of Texas (ERCOT), a robust integrated retail business and a nuclear production tax credit upside via its Energy Harbor acquisition.
Vistra is uniquely positioned to benefit from soaring baseload demand, tightening power supply and favorable ERCOT pricing. With guidance forecasting double-digit EBITDA growth through 2026, Vistra's potential to secure gas plant contracts and capitalize on regional power price spikes keeps it in the "catbird seat."
Read Also: <a href="https://www.benzinga.com/trading-ideas/movers/24/11/41997342/appaloosa-hedge-fund-buys-vistra-sells-boeing">Appaloosa Hedge Fund Buys Vistra, Sells Boeing</a>
<h1 class="wp-block-heading">2. Entergy</h1>
Entergy has captured the spotlight with its recent data center deals, including Meta Platform Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) $10 billion investment in Louisiana.
JPMorgan highlights Entergy's ability to replicate such successes, driving load growth and industrial sales compound annual growth rates (CAGR). With surging Gulf Coast demand and replicable engagement frameworks, Entergy continues to outperform with rising earnings guidance and customer expansion.
<h1 class="wp-block-heading">3. NiSource</h1>
NiSource is riding the data center wave in the Midwest, with load scenarios pointing to significant generation needs. Its impressive 6%-8% annual EPS growth and 8%-10% rate base CAGR make it a standout mid-cap utility.
JPMorgan sees inflection potential for NiSource, especially with new load announcements expected to act as catalysts for an upward earnings revision in 2025.
<h1 class="wp-block-heading">4. PG&amp;E</h1>
PG&amp;E shines with its 10% EPS growth outlook and clear runway for financing, thanks to a recent equity raise. 
JPMorgan believes PG&amp;E's wildfire mitigation investments, data center pipeline and re-rating potential could drive substantial gains. Updates on its system investment needs in the fourth quarter are likely to serve as pivotal catalysts for growth in 2025 and beyond.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/24/12/42289305/top-3-utilities-stocks-that-could-sink-your-portfolio-this-month">Top 3 Utilities Stocks That Could Sink Your Portfolio This Month</a></li>
</ul>
Photo: Shutterstock

Vistra, Entergy, NiSource, PG&E: 4 Utilities Power Up For Bullish 2025, Says JPMorgan

<a href="https://www.wsj.com/us-news/climate-environment/biden-pge-record-loan-climate-change-grid-update-55b2fe6e" title="https://www.wsj.com/us-news/climate-environment/biden-pge-record-loan-climate-change-grid-update-55b2fe6e">https://www.wsj.com/us-news/climate-environment/biden-pge-record-loan-climate-change-grid-update-55b2fe6e</a>

Financing

The Wall Street Journal Reported Biden Administration Agrees To $15B Loan To PG&E To Support Projects Aimed At Fighting The Effects Of Climate Change, Improving The Electrical Grid

Macro Notification

General

U.S. National Tsunami Center Says Tsunami Warning Issued After 7.5 Magnitude Earthquake Strikes California

Offerings

PG&E Corp Entered Agreement With Underwriters As Per Which, Agreed To Sell 48.7M Shares Of Common Stock

The net proceeds from the Offerings will be approximately $2,354,400,000 (or approximately $2,707,560,000 if the respective underwriters exercise their options to purchase additional shares) after deducting the underwriting discounts and before estimated offering expenses payable by PG&amp;E. PG&amp;E intends to use the net proceeds from the Offerings for general corporate purposes, which may include, among other things, to fund PG&amp;E's five-year capital investment plan.&nbsp;
The Common Stock Offering is expected to be consummated on December 4, 2024, and the Preferred Stock Offering is expected to be consummated on December 5, 2024, each subject to customary closing conditions.

Reported Earlier, PG&E Prices $2.354B Concurrent Offerings Of 48,661,800 Common Stock At $20.55/Share And 28M Preferred Stock At $50/Share

Avangrid, Portland General Electric, QTS, And Meta Partner On 120 MWac Tower Solar Project In Oregon To Support PGE's Green Future Impact Program, Delivering Clean Energy And Advancing Sustainability Goals While Creating Over 200 Local Jobs In Morrow County

U.S. stock futures were mixed this morning, with the Dow futures falling around 0.1% on Monday.
Shares of Stellantis N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>) fell sharply in today's <a href="https://www.benzinga.com/news/management/24/12/42258470/jeep-marker-stellantis-ceo-carlos-tavares-resigns-amid-falling-us-sales-and-trade-pressures-board-cites-different-views">pre-market trading</a>.
Stellantis CEO Carlos Tavares resigned abruptly amid faltering U.S. sales and looming trade pressures, ending his tenure at one of the world's largest automakers as it grapples with industry-wide challenges.
Stellantis shares dipped 8.4% to $12.09 in the pre-market trading session.
Here are some other stocks moving lower in pre-market trading.
<ul>
<li>Erasca, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ERAS#NASDAQ">ERAS</a>) fell 9.1% to $2.60 in pre-market trading.</li>
<li>Super Hi International Holding Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HDL#NASDAQ">HDL</a>) fell 7.8% to $18.88 in pre-market trading after jumping 21% on Friday.</li>
<li>BARK, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BARK#NYSE">BARK</a>) declined 6.3% to $2.0245 in pre-market trading.</li>
<li>Revolution Medicines, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RVMD#NASDAQ">RVMD</a>) shares fell 5.1% to $54.89 in pre-market trading after the company issued clinical updates from its RAS(ON) Inhibitor Portfolio.</li>
<li>PG&amp;E Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>) declined 5.1% to $20.52 in pre-market trading after the company announced it launched a $1.2 billion common and preferred stock offering.</li>
<li>Guardian Pharmacy Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRDN#NYSE">GRDN</a>) shares tumbled 3.2% to $24.14 in pre-market trading.</li>
<li>Forward Air Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FWRD#NASDAQ">FWRD</a>) fell 3.1% to $35.55 in pre-market trading.</li>
</ul>
Now Read This: 
<ul>
<li><a href="https://www.benzinga.com/24/12/42263227/top-3-energy-stocks-that-could-blast-off-in-december">Top 3 Energy Stocks That Could Blast Off In December</a></li>
</ul>

Pre-Market Outlook

BARK

ERAS

FWRD

GRDN

RVMD

STLA

Stellantis, PG&E And Other Big Stocks Moving Lower In Monday's Pre-Market Session

WIIM

PG&E shares are trading lower after the company announced it launched a $1.2 billion common and preferred stock offering.

PG&amp;E Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>) ("PG&amp;E" or the "Company") announced today the launch of concurrent underwritten public offerings of (i) $1,200 million of shares of common stock, no par value ("Common Stock"), of the Company and (ii) $1,200 million of newly issued Series A Mandatory Convertible Preferred Stock ("Preferred Stock") of the Company (together, the "Offerings"). PG&amp;E expects to grant to the underwriters of the Offerings a 30-day option to purchase up to an additional (i) $180 million of shares of Common Stock and (ii) solely to cover over-allotments, if any, $180 million of shares of Preferred Stock. PG&amp;E intends to use the net proceeds from the Offerings for general corporate purposes, which may include, among other things, to fund PG&amp;E's five-year capital investment plan.
&nbsp;
Each share of Preferred Stock will have a liquidation preference of $50.00 per share. Unless earlier converted at the option of the holders, each share of Preferred Stock will automatically convert into a variable number of shares of Common Stock on or around December 1, 2027, based on the applicable conversion rate. The conversion rates, dividend rate, and the other terms of the Preferred Stock will be determined at the time of pricing. Currently, there is no public market for the Preferred Stock. PG&amp;E&nbsp;intends to apply to list the Preferred Stock on the New York Stock Exchange under the symbol "PCG-PrA."

PG&E Launches 1.2B Common And $1.2B Preferred Stock Offerings to Fund Investments

PG&amp;E Corporation is affirming its guidance for non-GAAP Core EPS growth of at least 9% in each of 2026, 2027, and 2028.
PG&amp;E Corporation management anticipates recommending consistent dividend increases targeting a dividend payout ratio of approximately 20% of non-GAAP core earnings per share by 2028. PG&amp;E Corporation believes this target represents an appropriate capital allocation between paying a sufficient dividend and maintaining cash flow for investment in secular growth needs currently emerging in the utility industry. This dividend target is also consistent with prior guidance for total dividend payments over the current five-year planning horizon (2024-2028).

Guidance

PG&E Affirms Guidance For 2024 Adj EPS Of $1.34 - $1.37 (Est $1.36), 2025 Adj EPS Of $1.47 - $1.51 (Est $1.49) - Filing

Mizuho analyst Paul Fremont maintains PG&amp;E (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>) with a Outperform and raises the price target from $24 to $26.

Mizuho Maintains Outperform on PG&E, Raises Price Target to $26

AAPL

MSFT

Third Point 13F Shows Decreased Stake In PG&E Corp By 7% From 53,750,000 To 49,750,000 Shares; Amazon By 27% From 5,100,000 To 3,700,000 Shares; Danaher Corp By 5% From 2,050,000 To 1,950,000 Shares; Vistra Corp By 29% From 4,470,000 To 3,175,000 Shares; Microsoft By 45% From 1,580,000 To 870,000 Shares; Meta Platforms By 50% From 1,100,000  To 545,000 Shares; TSM By 12% From 2,025,000 To 1,780,000 Shares; Apple By 52% From 1,950,000 To 930,000 Shares; Amphenol Corp By 43% From 2,800,000 To 1,600,000 Shares

In a major step toward securing Virginia's reliable energy future, Appalachian Power announces plans to bring Small Modular Reactors (SMRs) to Virginia. Appalachian Power representatives identified a potential site for an SMR project on company-owned Joshua Falls property in Campbell County, Virginia, and plan to begin the Early Site Permit Application process. This site provides access to existing electrical infrastructure that is necessary for a generation project. The site includes a 765 kilovolt substation and nearby roadways can support moving the necessary equipment onsite.
This is a significant milestone in the company's efforts to provide reliable and clean energy to its customers. SMR technology offers tremendous potential to provide safe, reliable and clean energy 24 hours a day, 365 days a year. The relatively small footprint allows SMRs to be constructed in areas that were not previously feasible for nuclear energy generation. SMR sites can also be scaled to match the energy needs of the state. A single SMR can generate up to 500 megawatts (MW) of clean energy.

BWXT

OKLO

Appalachian Power Explores Small Modular Reactors To Meet Future Energy Demand In Virginia

Innovative EV Connect Program Makes EV Charging More Accessible and Affordable for Customers
LIBERTY LAKE, Wash.&nbsp;and SAN JOSE, Calif., Nov. 13, 2024 /PRNewswire/ -- Itron, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ITRI#NASDAQ">ITRI</a>) and Pacific Gas and Electric Company (PG&amp;E) are collaborating to make electric vehicle (EV) charging more accessible and affordable for PG&amp;E's customers.
As part of exploring ways to modernize its electric meter network, PG&amp;E is working with Itron on a customer-focused pilot to develop and test the management of EV charging loads in real-time, with the goal of significantly lowering the barrier for customers to charge their EV at home by avoiding the need for costly customer electric panel and service upgrades.

ITRI

Itron And PG&E Collaborate To Enable Real-Time Control Of Electric Vehicle Charging With Grid Edge Intelligence

<a href="https://www.reuters.com/technology/artificial-intelligence/californias-only-nuclear-plant-use-ai-help-comply-with-new-licensing-challenges-2024-11-13/" title="https://www.reuters.com/technology/artificial-intelligence/californias-only-nuclear-plant-use-ai-help-comply-with-new-licensing-challenges-2024-11-13/">https://www.reuters.com/technology/artificial-intelligence/californias-only-nuclear-plant-use-ai-help-comply-with-new-licensing-challenges-2024-11-13/</a>

NVDA

California's Diablo Canyon Nuclear Plant To Implement AI System From Atomic Canyon, Powered By Nvidia, To Meet New Licensing Challenges And Streamline Document Management And Maintenance

PG&E Is Increasing Its 5-year Capital Investment Plan By $1B For A Total Of $63B For 2024 Through 2028,  The Incremental Capital Has Also Already Been Financed Through The Recent Issuance Of Junior Subordinated Notes And PG&E Is Reaffirming Its 2025 To 2028 Equity Issuance Guidance Of $3B

PG&E Sees FY25 Core EPS Of $1.47 to $1.51 Vs. $1.48 Est.

PG&E Sees 2024 Non-GAAP Core EPS Of $1.34 to $1.37 (Vs. $1.33-$1.37 Prior) vs $1.36 Est.

Barclays analyst Nicholas Campanella lowered the firm's price target on PG&E to $24 from $25 and keeps an Overweight rating on the shares. The firm...

PG&E price target lowered to $24 from $25 at Barclays

Biden administration to offer record $15B loan to PG&E - report

The Biden administration will provide a $15B low-interest loan commitment to PG&E to support hundreds of projects aimed at fighting the effects of ...

White House to provide $15B low-interest loan to PG&E, WSJ reports

Miller-Howard Utilities Plus Q3 2024 Commentary

Get caught up quickly on the top news and calls moving stocks with these five Top Five lists. 1. STOCK NEWS: Pfizer (PFE) reiterated its FY24 earni...

Pfizer provides FY25 outlook, McCormick in talks for Sauer Brands: Morning Buzz

Biden administration to offer record $15B loan to PG&E

This is why you should turn defensive, underweight cyclicals – UBS

UBS lowered the firm's price target on PG&E to $24 from $26 and keeps a Buy rating on the shares. UBS believes PG&E offers top quartile EPS growth ...

PG&E price target lowered to $24 from $26 at UBS

In a report released yesterday, Ross Fowler from Bank of America Securities maintained a Buy rating on PG&E (PCG – Research Report), with a price t...

PG&E Positioned for Growth: Strategic Vision and Opportunities in Data Centers Drive Buy Rating

Morgan Stanley analyst David Arcaro maintained a Hold rating on PG&E (PCG – Research Report) today and set a price target of $20.00. The company's ...

PG&E (PCG) Receives a Hold from Morgan Stanley

BABA

BAESF

CSCO

DSMFF

DUKB

EHTH

EONGY

EVGO

HNST

MAMA

MHVYF

MITK

MTCH

NEEXU

QCOM

QDEF

QUBT

RCAT

SEDG

SHLS

SNYNF

SYIEF

TELNF

TSCDF

TSLA

VBNK

Dividends

Press Releases

/C O R R E C T I O N -- PG&E Corporation/

Merry & Mindful: PG&E's Energy-Efficient Solutions for a Season of Savings

Final Opportunity to Apply for PG&E Resilience Hubs Grants to Help Communities Address Climate and Disaster Needs

PG&E Provides Over $50 Million in Bill Support to Customers Through REACH Program in 2024, Additional CARE & FERA Discounts Available to Qualifying Customers

Dates Set for PG&E Quarterly Stock Dividends

PG&E Corporation Announces Launch of Concurrent Offerings of Common Stock and Mandatory Convertible Preferred Stock

PG&E Corporation Announces Pricing of Concurrent Offerings of Common Stock and Mandatory Convertible Preferred Stock

PG&E Readies Resources, Crews Ahead of Storm Bringing Heavy Rain and Wind to Northern California

More Than $250,000 in College Scholarships Now Available from PG&E for Students in Northern and Central California

Leo P. Denault, Former Chairman and Chief Executive Officer of Entergy Corporation, to Join PG&E Boards of Directors

American Electric Power Company, Inc. - Common Stock

American Electric Power

Avangrid

Constellation Energy Corporation - Common Stock

Constellation Energy

Comp En De Mn Cemig ADS American Depositary Shares

Cia Energetica DE Minas

Comp En De Mn Cemig ADS American Depositary Receipts

Duke Energy Corporation (Holding Company) Common Stock

Duke Energy

Centrais Electricas Brasileiras S A American Depositary Shares (Each representing one Common Share)

Centrais Eletricas

Centrais Electricas Brasileiras S.A. Sponsored ADS representing Pfd Shares

Edison Intl

Eversource Energy

Entergy

Evergy

Exelon

FirstEnergy

Idacorp

Korea Electric Power Corporation Common Stock

Korea Electric Power

Alliant Energy Corporation - Common Stock

Alliant Energy

NextEra Energy

NRG Energy

OGE Energy

Pinnacle West Capital Corporation Common Stock

Pinnacle West Capital

Portland General Electric Co Common Stock

Portland Gen Electric

Southern

Xcel Energy

Barclays

Mizuho

Jefferies

Morgan Stanley

JP모건 애널리스트인 제레미 토넷(Jeremy Tonet)과 리처드 W. 선덜랜드(Richard W. Sunderland)는 <a href="https://www.benzinga.com/topic/utilities">북미의 유틸리티 기업들이 2025년을 대비하고 있다</a>고 믿고 있다.
전력 수요 증가와 전기화, 데이터 센터 확장 및 제조업 리쇼어링과 같은 혁신적인 성장 동력이 결합되어 유틸리티 주식은 지속적인 강세를 보일 것으로 예상된다.
이들이 추천하는 유틸리티 주식으로는 비스트라(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>), 엔터지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETR#NYSE">ETR</a>), 니소스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NI#NYSE">NI</a>) 그리고 PG&amp;E 코퍼레이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>)이 있다. 각 주식이 2025년에 어떤 점에서 좋은 선택이 될 수 있는지 설명하겠다.
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<h1 class="wp-block-heading">1. 비스트라</h1>
비스트라(Vistra)의 텍사스급 기회는 JP모건의 1위 추천 주식으로 만들었다.
이 회사는 텍사스 전력 신뢰성 위원회(ERCOT)에 대한 독보적인 노출, 강력한 통합 소매 사업, 에너지 하버(Energy Harbor) 인수를 통한 원자력 발전세 공제 혜택을 자랑한다.
비스트라는 기저 수요 증가, 전력 공급 부족, ERCOT 가격 상승의 혜택을 누릴 수 있는 독특한 위치에 있다. 2026년까지 두 자릿수 EBITDA 성장을 예고하는 가이던스를 바탕으로, 비스트라는 가스 발전소 계약 확보와 지역 전력 가격 급등을 활용할 수 있는 잠재력을 가지고 있어 &#8220;최고의 위치&#8221;에 있다.
또한 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%ED%97%A4%EC%A7%80-%ED%8E%80%EB%93%9C%EC%9D%B8-%EC%95%84%ED%8C%94%EB%A3%A8%EC%82%AC-%EB%B9%84%EC%8A%A4%ED%8A%B8%EB%9D%BC-nrg-%EC%97%90%EB%84%88%EC%A7%80-pdd-%ED%99%80%EB%94%A9%EC%8A%A4-%EC%A3%BC/" target="_blank" rel="noopener">아팔루사 헤지 펀드, 비스트라 매수, 보잉 매도</a>
<h1 class="wp-block-heading">2. 엔터지</h1>
엔터지(Entergy)는 최근 데이터 센터 거래들로 주목받고 있으며, 그 중에는 메타 플랫폼스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)의 100억 달러 투자도 포함되어 있다.
JP모건은 엔터지의 이러한 성공을 재현할 수 있는 능력을 강조하며, 이는 부하 성장과 산업 판매 연평균 성장률(CAGR)을 촉진한다. 걸프 코스트 수요 증가와 재현 가능한 참여 프레임워크 덕분에 엔터지는 계속해서 상승하는 수익 가이던스와 고객 확장으로 성과를 내고 있다.
<h1 class="wp-block-heading">3. 니소스</h1>
니소스(NiSource)는 중서부의 데이터 센터 성장의 혜택을 보고 있으며, 부하 시나리오는 상당한 발전 필요성을 나타낸다. 연간 EPS 6%-8% 성장과 8%-10%의 요율 기반 CAGR은 니소스를 주목할 만한 중형 유틸리티로 만든다.
JP모건은 니소스가 새로운 부하 발표로 2025년 수익 상향 조정의 촉매제가 될 가능성을 보고 있다.
<h1 class="wp-block-heading">4. PG&amp;E</h1>
PG&amp;E는 10% EPS 성장 전망과 최근 주식 발행 덕분에 자금 조달의 명확한 경로로 빛나고 있다.
JP모건은 PG&amp;E의 산불 완화 투자, 데이터 센터 파이프라인 및 재평가 가능성이 상당한 이익을 이끌어낼 수 있다고 믿고 있다. 4분기에 시스템 투자 필요성에 대한 업데이트는 2025년 및 그 이후의 성장을 위한 중요한 촉매제가 될 것으로 예상된다.
다음 읽어보세요:
<ul>
<li><a href="https://www.benzinga.com/24/12/42289305/top-3-utilities-stocks-that-could-sink-your-portfolio-this-month">이번 달에 포트폴리오를 침몰시킬 수 있는 유틸리티 주식 3종</a></li>
</ul>
사진 출처: Shutterstock
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비스트라, 엔터지, 니소스 및 PG&E: JP모건이 뽑은 2025년 긍정적인 유틸리티 4개 기업

2024년은 <a href="https://www.benzinga.com/markets/equities/24/07/39583371/july-fourth-heat-california-faces-blackout-and-fire-risks-this-week-during-triple-digit-temperat" target="_blank" rel="noopener" data-google-interstitial="false">기록상 가장 더운 해 중 하나</a>가 될 것으로 예상됨에 따라 폭염이 미국 여러 지역을 휩쓸 것으로 예상된다.
예보: 국립 기상청(NWS)에 따르면 거의 1억 5천만 명의 미국인이 목요일 폭염 주의보 또는 주의보를 받고 있다.
악시오스(Axios)에 <a href="https://www.axios.com/2024/08/01/heat-wave-intensifies-worsening-wildfires" target="_blank" rel="noopener">따르면</a> 8월 7일까지 텍사스, 오클라호마, 네브라스카, 캔자스, 노스다코타 및 사우스다코타, 동부 워싱턴, 캘리포니아 내륙, 미주리 서부 등 전국 여러 지역에서 기온이 화씨 110도(섭씨 43.33도)를 넘을 것으로 예상된다.
오리건, 몬태나, 아칸소, 일리노이, 미시시피, 테네시 지역에도 폭염 경고가 발령되었다.
캘리포니아에서 <a href="https://www.axios.com/2024/07/25/wildfires-california-canada-evacuations-jasper" target="_blank" rel="noopener">진행 중</a>인 공원 화재는 주 역사상 다섯 번째로 큰 산불이다. 이 화재의 원인은 극심한 더위와 건조한 날씨 <a href="https://www.axios.com/2024/07/25/wildfires-california-canada-evacuations-jasper" target="_blank" rel="noopener">때문</a>이다.
푹푹 찌는 더위는 단순히 공중보건을 위협하는 것이 아니다. 또한 미국에서 사업을 운영하는 여러 회사들에도 영향을 미칠 것이다.
시장 영향: 지구의 기온 상승은 열로 인해 정전과 운영상의 부담이 발생하면서 에너지 산업에 큰 영향을 미쳤다. 폭염 기간 동안 주민들이 실내에 머물면서 에어컨을 사용함에 따라 전기 사용량도 <a href="https://www.benzinga.com/top-stories/24/07/40043897/household-energy-bills-rose-over-50-in-3-states-over-past-5-years-but-remained-stable-in-this-region" target="_blank" rel="noopener" data-google-interstitial="false">가격과 함께</a> 증가하는 경향이 있다. 다음은 항상 영향을 받는 몇 가지 기업들이다:
<ul>
<li>블랙힐스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BKH#NYSE">BKH</a>)는 이번 주에 가장 큰 영향을 받은 3개 주인 네브래스카, 캔자스, 아칸소에서 운영되는 대규모 유틸리티 회사이다.</li>
<li>OGE 에너지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OGE#NYSE">OGE</a>)는 오클라호마 최대 규모의 유틸리티 제공업체이다.</li>
<li>에버지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EVRG#NASDAQ">EVRG</a>)는 캔자스 최대 규모의 전기 공급업체이다.</li>
<li>PG&amp;E(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>)는 캘리포니아에서 사업을 운영하고 있으며 지난 10년 동안 여러 산불 관련 손실을 입었다.</li>
</ul>
주택 개조 소매업체인 로우스 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LOW#NYSE">LOW</a>)와 홈 디포(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>)에서는 에어컨 장치에 대한 수요가 증가할 수 있다. 월마트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>)에서는 에어컨도 판매한다.
제네락 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GNRC#NYSE">GNRC</a>)는 발전기를 제조한다. 가정 및 산업용 발전기는 일반적으로 기상 이변으로 인해 수요가 증가하는 경향이 있다.
이번 열파는 농업과 식품 산업에도 영향을 미칠 것으로 보인다:
<ul>
<li>육류 생산업체 타이슨 푸드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSN#NYSE">TSN</a>)는 영향을 받은 여러 주에 운영 센터를 두고 있다.</li>
<li>디어 앤 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DE#NYSE">DE</a>)와 애그코(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGCO#NYSE">AGCO</a>)에서 제조한 관개 장비 및 내열 기계에 대한 수요가 증가할 수 있다.</li>
<li>코르테바(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CTVA#NYSE">CTVA</a>)는 농부들이 가뭄으로 인한 작물 손실을 관리하는 데 도움이 되는 작물 보호 제품을 판매한다.</li>
</ul>
Image created using artificial intelligence via Midjourney.
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<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

2024년이 <a href="https://www.benzinga.com/news/24/06/39360337/heat-wave-hits-us-10-stocks-to-watch-during-junes-sweltering-temperatures" target="_blank" rel="noopener" data-google-interstitial="false">기록상 가장 무더운 해</a> 중 하나가 될 것으로 예상됨에 따라 거대 유틸리티 회사인 PG&amp;E(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>)를 포함한 몇몇 상장 기업들은 이번 주 캘리포니아를 강타하는 폭염으로 인해 손실을 입을 것으로 보인다.
현상 (What Happened): 이번 주 남부 캘리포니아에는 세 자릿수 기온(화씨 기준)이 예상된다.
미국 국립 기상청(NWS)은 산 페르난도 밸리(San Fernando Valley), 벤투라(Ventura) 카운티 지역, 베이커즈필드(Bakersfield), 파소 로블레스(Paso Robles) 및 기타 주의 지역에 과도한 폭염 경고와 주의보를 <a href="https://forecast.weather.gov/wwamap/wwatxtget.php?cwa=LOX&amp;wwa=excessive%20heat%20watch" target="_blank" rel="noopener">발령</a>했다. 온도는 화씨 105~110도(섭씨 41~43도)에 이른다.
기온이 높은 기간에는 산불 활동도 증가한다.
블룸버그에 <a href="https://www.bloomberg.com/news/articles/2024-07-01/norway-restricts-arctic-property-sale-citing-national-security?srnd=homepage-americas&amp;sref=TBDibEcD">보도에</a> 따르면 PG&amp;E는 주로 북부 농촌 지역에 있는 12,000개의 가정과 기업의 전력을 차단할 수 있다고 말했다. 오클랜드에 본사를 둔 이 회사는 2024년에 차단 기록이 없다. 에디슨 인터내셔널(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EIX#NYSE">EIX</a>)은 차단을 계획하지 않고 있다.
왜 중요한가 (Why it Matters): PG&amp;E는 과거 산불 및 관련 기상 관련 사건으로 인해 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/19/01/12943167/pg-e-stock-slammed-following-reports-of-massive-wildfir">수십억 달러의 부채</a>에 직면했다.
또한 과거에는 <a href="https://www.benzinga.com/news/19/10/14567230/northern-california-faces-widespread-power-shutoffs-in-face-of-wildfire-threat" target="_blank" rel="noopener" data-google-interstitial="false">산불 위협</a>에 대응하여 수천 가구의 전력을 차단했다. 이 회사는 전력망을 업데이트하는 데 <a href="https://www.benzinga.com/markets/equities/23/06/33077327/pg-e-applies-for-7b-in-federal-loan-to-reduce-california-wildfire-risk-report" target="_blank" rel="noopener" data-google-interstitial="false">수십억 달러를 지출</a>했다.
앞으로 유틸리티 운영에 기후 탄력성을 구축하는 것이 점점 더 시급해지고 있다. 유틸리티 기업들은 재생 가능 에너지원으로의 전환을 가속화하고, 탄소 배출량을 줄이며, 기상 이변에 대비하여 인프라를 강화해야 하는 큰 압력에 직면해 있다.
주가 움직임: PG&amp;E의 주가는 1.55% 하락한 17.17달러에 마감했다. 캘리포니아의 극한 기후 현상이 점점 더 두드러지기 시작하면서 이 회사의 주식은 거의 80% 급락했다.
이제 읽기:
<ul class="block core-block">
<li><a href="https://www.benzinga.com/markets/esg/24/05/39012013/noaa-meteorologists-predict-aggressive-hurricane-season-what-it-means-for-home-depot-generac-other-s" target="_blank" rel="noopener" data-google-interstitial="false">NOAA 기상학자들은 공격적인 허리케인 시즌을 예상: 홈디포, 제네락 기타 폭풍 관련 주식에 대한 의미</a></li>
</ul>

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PG&E

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