EDP renewables: winds of change - is the wind offshore opportunity priced in

Detalhes bibliográficos
Autor(a) principal: Oliveira, Joana da Costa Peixoto Lisboa de
Data de Publicação: 2021
Tipo de documento: Dissertação
Idioma: eng
Título da fonte: Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
Texto Completo: http://hdl.handle.net/10362/145364
Resumo: EDPR has gain a foot on the promising Wind Offshore market in 2020, when it entered in a Joint Venture with ENGIE for that effect, called Ocean Winds. The present paper tries to assess whether investors have already fully priced in the Wind Offshore opportunity. With that goal, it questions assumptions made in the Equity Research’ Intrinsic Valuation, namely on two of the main drivers of value -installed capacity and costs of Wind Offshore. Results show that the share price premium compared to the base scenario should go from 4.0% to 4.8%, reinforcing the ‘BUY’ valuation issued on EDPR.
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spelling EDP renewables: winds of change - is the wind offshore opportunity priced inValuationFinanceEnergyEdprEnergy financeRenewable energyWind energyEnergy marketRenewable Energy SourcesEnergy industryOffshore windEnergy sectorWindEDPDomínio/Área Científica::Ciências Sociais::Economia e GestãoEDPR has gain a foot on the promising Wind Offshore market in 2020, when it entered in a Joint Venture with ENGIE for that effect, called Ocean Winds. The present paper tries to assess whether investors have already fully priced in the Wind Offshore opportunity. With that goal, it questions assumptions made in the Equity Research’ Intrinsic Valuation, namely on two of the main drivers of value -installed capacity and costs of Wind Offshore. Results show that the share price premium compared to the base scenario should go from 4.0% to 4.8%, reinforcing the ‘BUY’ valuation issued on EDPR.Ribeiro, Gonçalo SommerRUNOliveira, Joana da Costa Peixoto Lisboa de2022-11-09T16:51:08Z2022-01-112021-12-172022-01-11T00:00:00Zinfo:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/masterThesisapplication/pdfhttp://hdl.handle.net/10362/145364TID:203082826enginfo:eu-repo/semantics/openAccessreponame:Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)instname:Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãoinstacron:RCAAP2024-03-11T05:25:41Zoai:run.unl.pt:10362/145364Portal AgregadorONGhttps://www.rcaap.pt/oai/openaireopendoar:71602024-03-20T03:52:02.814504Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) - Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãofalse
dc.title.none.fl_str_mv EDP renewables: winds of change - is the wind offshore opportunity priced in
title EDP renewables: winds of change - is the wind offshore opportunity priced in
spellingShingle EDP renewables: winds of change - is the wind offshore opportunity priced in
Oliveira, Joana da Costa Peixoto Lisboa de
Valuation
Finance
Energy
Edpr
Energy finance
Renewable energy
Wind energy
Energy market
Renewable Energy Sources
Energy industry
Offshore wind
Energy sector
Wind
EDP
Domínio/Área Científica::Ciências Sociais::Economia e Gestão
title_short EDP renewables: winds of change - is the wind offshore opportunity priced in
title_full EDP renewables: winds of change - is the wind offshore opportunity priced in
title_fullStr EDP renewables: winds of change - is the wind offshore opportunity priced in
title_full_unstemmed EDP renewables: winds of change - is the wind offshore opportunity priced in
title_sort EDP renewables: winds of change - is the wind offshore opportunity priced in
author Oliveira, Joana da Costa Peixoto Lisboa de
author_facet Oliveira, Joana da Costa Peixoto Lisboa de
author_role author
dc.contributor.none.fl_str_mv Ribeiro, Gonçalo Sommer
RUN
dc.contributor.author.fl_str_mv Oliveira, Joana da Costa Peixoto Lisboa de
dc.subject.por.fl_str_mv Valuation
Finance
Energy
Edpr
Energy finance
Renewable energy
Wind energy
Energy market
Renewable Energy Sources
Energy industry
Offshore wind
Energy sector
Wind
EDP
Domínio/Área Científica::Ciências Sociais::Economia e Gestão
topic Valuation
Finance
Energy
Edpr
Energy finance
Renewable energy
Wind energy
Energy market
Renewable Energy Sources
Energy industry
Offshore wind
Energy sector
Wind
EDP
Domínio/Área Científica::Ciências Sociais::Economia e Gestão
description EDPR has gain a foot on the promising Wind Offshore market in 2020, when it entered in a Joint Venture with ENGIE for that effect, called Ocean Winds. The present paper tries to assess whether investors have already fully priced in the Wind Offshore opportunity. With that goal, it questions assumptions made in the Equity Research’ Intrinsic Valuation, namely on two of the main drivers of value -installed capacity and costs of Wind Offshore. Results show that the share price premium compared to the base scenario should go from 4.0% to 4.8%, reinforcing the ‘BUY’ valuation issued on EDPR.
publishDate 2021
dc.date.none.fl_str_mv 2021-12-17
2022-11-09T16:51:08Z
2022-01-11
2022-01-11T00:00:00Z
dc.type.status.fl_str_mv info:eu-repo/semantics/publishedVersion
dc.type.driver.fl_str_mv info:eu-repo/semantics/masterThesis
format masterThesis
status_str publishedVersion
dc.identifier.uri.fl_str_mv http://hdl.handle.net/10362/145364
TID:203082826
url http://hdl.handle.net/10362/145364
identifier_str_mv TID:203082826
dc.language.iso.fl_str_mv eng
language eng
dc.rights.driver.fl_str_mv info:eu-repo/semantics/openAccess
eu_rights_str_mv openAccess
dc.format.none.fl_str_mv application/pdf
dc.source.none.fl_str_mv reponame:Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
instname:Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
instacron:RCAAP
instname_str Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
instacron_str RCAAP
institution RCAAP
reponame_str Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
collection Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
repository.name.fl_str_mv Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) - Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
repository.mail.fl_str_mv
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