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National Grid shades SSE as results loom, says UBS

Published 13/05/2024, 11:55
National Grid shades SSE as results loom, says UBS
SSE
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NG
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Proactive Investors - National Grid (LON:NG) is looking a better bet currently than fellow power peer SSE (LON:SSE), according to analysts at UBS.

Results from both are due the week after next with National Grid due Thursday 23 May and SSE the day before.

Grid is rated a buy by UBS with a target price of 1,240p, an 11% premium to the market price.

UBS adds that things to watch for in the numbers are comments on any communication from regulator Ofgem on returns and the clarity this will bring on the current five-year plan.

Ofgem’s document is expected on 27 June.

SSE is a hold for UBS, with a price target of 1,760p against a market price of 1,806p.

“Focal points at FY results will be impairments, Dogger Bank progress and potential capex cuts.

“We look for FYMar25 adj. EPS guidance to be 'min 155p' or above.”

Hold says UBS.

Read more on Proactive Investors UK

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