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KEC & NPI: How have these utility stocks performed amid the current market uptick?

Published 2023-07-13, 05:55 a/m
© Reuters.  KEC & NPI: How have these utility stocks performed amid the current market uptick?
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Kalkine Media - Summary

  • The Canadian central bank announced an interest rate hike of 25 basis points which led to the S&P/TSX 500 composite rising by around 200 points on July 12, 2023.
  • Kiwetinohk is a natural gas producer that has a P/E ratio of 2.80x based on Wednesday’s closing price of CA$12.39.
  • Northland Power is a clean and green technology asset producer that has a P/E ratio of 11.20 based on Wednesday’s closing price of CA$26.63.
The S&P/TSX 500 composite has recorded an uptick of around 200 points on July 12, 2023, following the central bank’s announcement to raise interest rates. Meanwhile, the US markets also showed momentum soon after the release of inflation data. The US Bureau of Labor Statistics released the Consumer Price Index (CPI) data, which pointed towards a slowdown in the inflation seen across the US.

The overnight interest rate now stands at a 22-year-high of 5% amid inflationary fears. This was a second hike of 25 basis points conducted by the Bank of Canada.

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Meanwhile, the utilities and base metal sector stocks have led the gains seen across the Canadian market. On that note, here are two utilities stocks that can be examined amid the current uptick in major indexes seen across the market.

Kiwetinohk Energy Corp. (TSX: KEC)

Kiwetinohk, a natural gas producer, aims to develop renewable, carbon capture and hydrogen clean energy products. It has a market cap of CA$ 545.6 million as of July 12, 2023.

Its production during Q1 2023 was on track with its guidance at 23,996 boe/d. The sales from production were reported to be CA$119.42 million for Q1 2023, as against CA$79.86 million in Q1 2022. Meanwhile, the net income for Kiwetinohk was CA$53.94 million in Q1 2023, compared to negative CA$24.55 million in Q1 2022.

Image source: ©2023 Kalkine®; Data source: Company Reports

KEC has a P/E ratio of 2.80x based on Wednesday’s closing price of CA$12.39.

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Northland Power Inc . (TSX: TSX:NPI)

Northland Power is an operator of assets that fall in the category of clean and green technology. The company’s biggest segment over the long term is expected to be offshore wind.

Northland’s sales during the March 2023 quarter were CA$621.72 million, as against CA$695.05 million in the previous corresponding period. The gross profit was CA$568.9 million and operating income was CA$272.54 million.

Image source: ©2023 Kalkine®; Data source: Company Reports

For the March 2023 quarter, Northland Power paid cash dividends of CA$50.047 million, against CA$47.393 million in March 2022 quarter. Meanwhile, its net income for the March 2023 quarter was CA$107.13 million.

Northland Power has a P/E ratio of 11.20 based on Wednesday’s closing price of CA$26.63.

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