Climate Change & Natural Capital (AO) | EU Commission takes decisive step for electrification

研报英文原文证据摘录

Climate Change & Natural Capital (AO) | EU Commission takes decisive step for electrification

Climate Change & Natural Capital

Beneficiaries of European electrification

We published a BREATHE report in April with input from the Capital goods, Autos and Utilities teams.

Around 90 stocks benefit from the thematic along the following categories: Network operators, Charging infrastructure, Energy

storage, Renewables equipment, Grid infrastructure / electrification, Electrification contractors, Renewables producers,

Electrification, Arbitrage operators, Heat electrification, Transition minerals and Autos.

As of today, those presenting the highest upsides to the target prices of our analysts are the following:

Table 1:Electrification related stocks with Buy rating and >10% upside

Rating Upside Market cap Analyst Main topic

Bilfinger Buy 42 3014 Craig Abbott RES contractors

Spirax Group Buy 30 5827 Emanuele Sartori Heat electrification

DEME Buy 30 4666 Philip Ngotho, CFA RES contractors

Nibe Buy 30 6841 Mats Liss Heat electrification

Imerys Buy 29 1872 Auguste Deryckx Transition minerals

Befesa Buy 27 1414 Juan Rodriguez Transition minerals

Siemens Energy Buy 27 134744 William Mackie RES hardware

Elia Buy 25 14779 Juan Rodriguez Network operators

A2A Buy 25 7024 Emanuele Oggioni Arbitrage operators

Fugro Buy 24 1317 Philip Ngotho, CFA RES contractors

SPIE Buy 24 8226 David Cerdan RES contractors

Alerion Buy 24 1356 Emanuele Oggioni Renewables producers

Engie Buy 19 68493 Juan Rodriguez Arbitrage operators

E.On Buy 18 47771 Ingo Becker, CFA Network operators

Lagercrantz Buy 16 4087 Emil Nystedt Electrification

Danieli Buy 16 4358 Matteo Bonizzoni Heat electrification

Acciona Energia Buy 16 7302 Jose Porta Renewables producers