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UTILITIES News & Analysis

What higher electricity bills means for these utilities stocks
Stocks
What higher electricity bills means for these utilities stocks
With electricity bills on the rise across Australia, Morningstar analyst Adrian Atkins highlights three utilities stocks set to ride industry...
Joshua Peach | 10 July 2023
AGL investor day confirms our positive view; Market catching on
Stocks
AGL investor day confirms our positive view; Market catching on
AGL's recovery is well underway as stronger electricity prices give earnings a boost.  
Adrian Atkins | 18 June 2023
AGL and the road to recovery
Stocks
AGL and the road to recovery
It was the most-asked-about stock in this week's Ask the Analyst webinar. We unpack AGL's future - and why it's one of our top picks on the ASX.
Sarah Dowling | 12 May 2023
AGL rejects second lowball bid: Morningstar view
Stocks
AGL rejects second lowball bid: Morningstar view
We strongly agree with the board.
Adrian Atkins | 08 March 2022
Utility dividends fading into the rear-view mirror for income investors
Stocks
Utility dividends fading into the rear-view mirror for income investors
Pension funds and private equity groups are hunting listed utilities close to extinction.
Lewis Jackson | 16 February 2022
AGL profit falls but better times ahead
Stocks
AGL profit falls but better times ahead
The global economic recovery is pushing up demand for energy while Covid-19 economic and social restrictions have disrupted global supply chains.
Nicki Bourlioufas | 13 February 2022
Are stranded assets an unexploded bomb?
Stocks
Are stranded assets an unexploded bomb?
Many assets will be uneconomic in a low carbon world, but sectors as diverse as commercial property and tobacco may be seriously unprepared for the...
Cherry Reynard | 20 October 2021
Peter Warnes on Aussie utilities, miners and bank buybacks
Stocks
Peter Warnes on Aussie utilities, miners and bank buybacks
Morningstar's head of equity research joins Mark Lamonica to discuss results season and answer viewer questions.
Morningstar.com.au | 23 September 2021
Earnings down as private money circles infrastructure: Reporting season roundup
Video
Earnings down as private money circles infrastructure: Reporting season roundup
Utilities and infrastructure names battle the impact of covid as private equity and pension funds circle. 
Lewis Jackson | 13 September 2021
Opportunities in global infrastructure
Video
Opportunities in global infrastructure
Covid-19 has enhanced rather than impeded the future for global infrastructure, says Sarah Shaw of 4D Infrastructure.
Lex Hall | 25 May 2021