AGL Loses Bear as Retail Power Price Recommendations Beat Hopes -- Market Talk

Dow Jones

Mar 14, 2025

1809 ET - AGL Energy loses a bear in Barrenjoey following its review of default retail electricity market offers for FY 2026 in several states. Barrenjoey raises AGL to neutral, from underweight, as the offers suggest a better-than-expected outcome. "Our AGL forecasts in FY 2026 are now 5% above consensus EPS, and we suspect the support for greater cost recovery in non-Victorian states (and improved margin outlook) should support sentiment through to FY26 profit guidance in August," analyst Dale Koenders says. Still, Barrenjoey remains concerned about the outlook for AGL's earnings in FY 2028 when gas and coal contracts reset. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

March 13, 2025 18:09 ET (22:09 GMT)

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Barrenjoey raises AGL to neutral, from underweight, as the offers suggest a better-than-expected outcome. \"Our AGL forecasts in FY 2026 are now 5% above consensus EPS, and we suspect the support for greater cost recovery in non-Victorian states (and improved margin outlook) should support sentiment through to FY26 profit guidance in August,\" analyst Dale Koenders says. Still, Barrenjoey remains concerned about the outlook for AGL's earnings in FY 2028 when gas and coal contracts reset. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 13, 2025 18:09 ET (22:09 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AGL Loses Bear as Retail Power Price Recommendations Beat Hopes -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAGL Loses Bear as Retail Power Price Recommendations Beat Hopes -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-14 06:09</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1809 ET - AGL Energy loses a bear in Barrenjoey following its review of default retail electricity market offers for FY 2026 in several states. Barrenjoey raises AGL to neutral, from underweight, as the offers suggest a better-than-expected outcome. \"Our AGL forecasts in FY 2026 are now 5% above consensus EPS, and we suspect the support for greater cost recovery in non-Victorian states (and improved margin outlook) should support sentiment through to FY26 profit guidance in August,\" analyst Dale Koenders says. Still, Barrenjoey remains concerned about the outlook for AGL's earnings in FY 2028 when gas and coal contracts reset. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 13, 2025 18:09 ET (22:09 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PW","symbol_name":"Power REIT","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2519898865","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2519898865","pubTimestamp":1741903740,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1809 ET - AGL Energy loses a bear in Barrenjoey following its review of default retail electricity market offers for FY 2026 in several states. Barrenjoey raises AGL to neutral, from underweight, as the offers suggest a better-than-expected outcome. \"Our AGL forecasts in FY 2026 are now 5% above consensus EPS, and we suspect the support for greater cost recovery in non-Victorian states  should support sentiment through to FY26 profit guidance in August,\" analyst Dale Koenders says. Still, Barrenjoey remains concerned about the outlook for AGL's earnings in FY 2028 when gas and coal contracts reset. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"PW":"Power REIT","BK4196":"保健护理服务","AGL":"agilon health, inc.","BK4539":"次新股","AGL.AU":"AGL ENERGY LTD","BK4084":"特种房地产投资信托","BK7136":"复合型公用事业","BK4234":"特殊用途房地产信托"},"translate_title":"由于零售电价建议超出预期，AGL失去了熊市——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AGL":1,"PW":1,"AGL.AU":0.9},"content_text":"1809 ET - AGL Energy loses a bear in Barrenjoey following its review of default retail electricity market offers for FY 2026 in several states. Barrenjoey raises AGL to neutral, from underweight, as the offers suggest a better-than-expected outcome. \"Our AGL forecasts in FY 2026 are now 5% above consensus EPS, and we suspect the support for greater cost recovery in non-Victorian states (and improved margin outlook) should support sentiment through to FY26 profit guidance in August,\" analyst Dale Koenders says. Still, Barrenjoey remains concerned about the outlook for AGL's earnings in FY 2028 when gas and coal contracts reset. (david.winning@wsj.com; @dwinningWSJ) \n\n\n  (END) Dow Jones Newswires\n\n\n  March 13, 2025 18:09 ET (22:09 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}