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Earnings Call Summary | RWE AG ADR EACH REPR 1 ORD NPV(RWEOY.US) Q1 2024 Earnings Conference

Earnings Call Summary | RWE AG ADR EACH REPR 1 ORD NPV(RWEOY.US) Q1 2024 Earnings Conference

業績電話會議摘要 | RWE AG ADR EACH REPR 1 ORD NPV (RWEOY.US) 2024 年第一季度業績會議
富途資訊 ·  05/16 06:45  · 電話會議

The following is a summary of the RWE Aktiengesellschaft (RWEOY) Q1 2024 Earnings Call Transcript:

以下是 RWE Aktiengesellschaft(RWEOY)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • RWE's Q1 2024 adjusted EBITDA reached €1.7 billion, a positive trend propelled by impressive wind conditions in offshore activity, capacity additions onshore, and an excellent trading performance. Their full year guidance is set to be in the lower range of €5.2 billion and €5.8 billion.

  • The first quarter saw investments reaching €2.3 billion leading to an increase in net debt to €11.2 billion, which is expected to hover around €11 billion at the close of the year.

  • Forecasts for net income for 2024 fall between €1.9 billion and €2.4 billion.

  • €2 billion is anticipated to be reverted in debt changes over the course of the year.

  • 萊茵集團2024年第一季度調整後的息稅折舊攤銷前利潤達到17億歐元,這一積極趨勢得益於海上活動中令人印象深刻的風力狀況、陸上產能的增加以及出色的交易表現。他們的全年預期將在52億歐元和58億歐元的較低範圍內。

  • 第一季度的投資達到23億歐元,導致淨負債增加至112億歐元,預計到年底將徘徊在110億歐元左右。

  • 預計2024年的淨收入在19億歐元至24億歐元之間。

  • 預計在這一年中,20億歐元的債務變動將返還。

Business Progress:

業務進展:

  • RWE has been proactive in optimizing its offshore portfolio, as seen in several strategic moves including the sell down of 49% of their DogaBank South project, and the acquisition of a 4.2 gigawatts Norfork project portfolio.

  • The company successfully reentered the U.S. debt market by issuing its first U.S. green bonds, reflecting its aim to become a regular issuer in the U.S. bond market.

  • RWE's plan for the year includes CapEx of €10 billion, as part of a larger €55 billion program.

  • There are signs of growing demand for green power in the U.S., which is leading to attractive returns, exceeding expectations in some cases for the company.

  • Despite the high-risk and high-cost profiles, the firm is forging ahead with the expansion of onshore and solar energy assets.

  • While intraday volatility has increased, hourly optimization has stabilized, offering the chance for the company to benefit from increased volatility in the power market.

  • 萊茵集團一直在積極優化其離岸投資組合,包括出售其DogaBank South項目49%的股份,以及收購4.2千兆瓦的Norfork項目組合,這體現在多項戰略舉措中。

  • 該公司通過發行首批美國綠色債券成功重返美國債務市場,這反映了其成爲美國債券市場常規發行人的目標。

  • 萊茵集團今年的計劃包括100億歐元的資本支出,這是更大的550億歐元計劃的一部分。

  • 有跡象表明,美國對綠色能源的需求不斷增長,這帶來了誘人的回報,在某些情況下超出了該公司的預期。

  • 儘管存在高風險和高成本的情況,但該公司仍在推進陸上和太陽能資產的擴張。

  • 儘管盤中波動率增加,但每小時優化已經穩定,這爲公司提供了從電力市場波動加劇中受益的機會。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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