This report provides a daily update on European utilities, highlighting the reinstatement of Public Power Corp at Buy and discussing structural power demand growth driven by datacenters and electrification.
Key Takeaways
- 1.Public Power Corp (PPC) reinstated at Buy, viewed as a key player in European electrification with significant growth potential.
- 2.European utilities are entering a 'super cycle' driven by power demand from datacenters and electrification.
Table of Contents
- GS Utilities Daily
- Research you can't miss from past two weeks
- Public Power Corp.: A key electrification play; execution to unlock further upside: reinstate at Buy
- Germany launches grid expansion consultation
- Other news
- Research you need to read
- Disclosure Appendix
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Authors
Alberto GandolfiAjay PatelMafalda PombeiroDhwani KhenwarLawrence Lavizani
Securities
Public Power Corp
Themes
ElectrificationDatacenter Demand
Regions
EuropeGermanyUnited KingdomChile
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