Brookfield Renewable Partners L.P. (TSX:BEP.UN) stands among the world’s largest listed renewable power platforms, combining a diversified mix of hydroelectric, wind, solar and storage assets across five continents. The partnership provides institutional-scale exposure to long-duration contracted and merchant generation, targeting stable cash flows through power sales, long-term contracts and strategic acquisitions. Its integration with Brookfield Asset Management’s global infrastructure capabilities accele ...

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Brookfield Renewable Partners (NYSE:BEP) 2025 Investor Day September 25, 2025 03:55 PM ET Company ParticipantsConnor Teskey - President - Brookfield Asset Management & CEO - Renewable Power & TransitionNatalie Adomait - Managing Partner & COO - Brookfield’s Renewable Power & Transition GroupJehangir Vevaina - Managing Partner & Global Chief Investment Officer - Brookfield’s Renewable Power & Transition GroupPatrick Taylor - Managing Partner & CFO - Brookfield’s Renewable Power & Transition GroupRobert Hope ...

Brookfield Renewable Partners September 25, 2025 Built to Outperform Connor Teskey, Chief Executive Officer Baseload Power With a Leading Development Franchise Natalie Adomait, Chief Operating Officer Differentiated M&A and Capital Recycling Capabilities Jehangir Vevaina, Chief Investment Officer Sustainable Cash Flow Growth to Drive Long-Term Value Patrick Taylor, Chief Financial Officer Key Messages and Q&A Connor Teskey, Chief Executive Officer Built to Outperform Connor Teskey Chief Executive Officer We ...

Bashar is a contributing writer at Seeking Alpha, focusing on Long/Short investment ideas, with a geographic focus in North America. Before that, Bashar worked at an Investment Fund in the United Kingdom. He has a Master's degree in Finance from the Queen Mary University of London and a Bachelor's degree in Economics from Middlesex University.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within th ...

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Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering from Texas A&M with a focus on applied mathematics and machine learning.Samuel leads the High Yield Inve ...

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经济衰退对能源行业的影响 - 经济衰退担忧加剧 可能影响能源需求并拖累能源股表现 [1] 抗衰退能源公司业务模式 - 部分能源公司拥有抗衰退业务模式 推荐Enbridge和Brookfield Renewable两只弹性股票 [2] - Enbridge拥有北美最大能源基础设施业务 涵盖液体管道 天然气输送 分销存储和可再生能源 [4] - Brookfield Renewable是全球最大可再生能源生产商之一 90%电力通过长期固定费率购电协议销售 [8] Enbridge业务优势 - 公司采用低成本服务协议和长期合约 保障98%现金流 连续19年实现年度财务指引 [4] - 多元化业务产生稳定现金流 将60%-70%现金流通过股息分配(当前收益率56%) [5] - 拥有大量已获商业保障的增长资本项目 预计每股现金流年复合增长率约3% 之后加速至5% [6] - 连续30年增加股息 未来年股息增长率预计可达5% [6] Brookfield Renewable增长动力 - 长期购电协议平均剩余期限14年 70%收入与通胀挂钩 即使衰退期间也能产生稳定增长现金流 [8] - 现有发电组合预计每年FFO每股增长4%-7% 来自通胀调整和利润率提升活动 [9] - 拥有105吉瓦可再生能源开发项目 预计每年新增FFO每股增长4%-6% [9] - 财务灵活性能进行收购 如投资10亿美元增持Isagen股份 明年将增加FFO每股2% [10] - 预计FFO每股年增长率超过10% 支持股息每年增长5%-9% [11] 投资价值总结 - 两家公司低风险模式和有保障的增长提供弹性可预测回报 在当前不确定性中表现稳定 [12]

核心观点 - 布鲁克菲尔德可再生能源和中美洲公寓社区是长期稳定支付且持续增长股息的公司 其股息收益率和增长潜力在当前市场环境下具有吸引力 [1][2][12] 布鲁克菲尔德可再生能源股息表现 - 自2001年以来股息复合年增长率达6% 连续14年保持至少5%的年增长率 [4] - 当前股息收益率为4.4% 显著高于标普500指数1.2%的收益率水平 [4] 布鲁克菲尔德可再生能源业务模式 - 全球可再生能源组合产生稳定现金流 90%电力通过购电协议销售 平均剩余期限14年 [5] - 大多数协议将电价与通胀挂钩 预计每年带动每股运营资金(FFO)增长2%-3% [5] 布鲁克菲尔德可再生能源增长驱动 - 清洁能源需求增长推动电力价格上升 预计每年为净利润贡献2%-4%增长 [6] - 开发管道项目预计每年推动每股FFO增长4%-6% 收购活动将进一步增强增长 [7] - 综合各项驱动因素 预计每股FFO年增长率超过10% 支持5%-9%年度股息增长目标 [7] 中美洲公寓社区股息表现 - 作为房地产投资信托基金 上市31年来从未暂停或减少季度股息支付 [8] - 当前保持连续15年股息增长记录 过去10年股息复合年增长率达7% 显著超过行业平均水平 [8] 中美洲公寓社区资产组合 - 拥有超过104,000套公寓单元 主要分布在阳光地带都会区 [9] - 专注于就业和人口增长强劲的都市区域 形成持续增长的租金收入模式 [9] 中美洲公寓社区市场前景 - 阳光地带地区租金增长率近年因新供应增加而受限 但新开发活动已随利率上升见顶 [10] - 需求保持强劲 预计租金增长率将重新加速 [10] 中美洲公寓社区增长策略 - 当前有近10亿美元新公寓项目在建 预计未来几年完成 [11] - 拥有土地和财务能力启动更多开发项目 支持其4.2%收益率股息的持续增长 [11]