Analysts See Tougher Road Ahead for California Utilities

Dow Jones
16小時前

1459 ET - Mizuho analysts downgrade a trio of California utilities after state lawmakers reject California Gov. Gavin Newsom's proposal to block insurance companies from suing utilities over wildfire claims. Newsom and lawmakers eventually came to a compromise on a narrower set of reforms that the analysts see as insufficient in shifting liability from utilities. And contrary to the analysts' expectation, lawmakers did not decouple utility liability from wildfire fund solvency, nor did they add a replenishment or evergreen funding mechanism, leaving investors no better off than before. "While the California utilities trade at very attractive valuations, we see limited catalysts," they say. Shares of PG&E and Edison International slide more than 18%, while Sempra falls about 3%. The analyst downgrade the stocks to neutral from outperform.

 

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