The latest Market Talks covering ESG Impact Investing. Published exclusively on Dow Jones Newswires at 10:00 ET and 17:00 ET.

1636 ET - Canada's Department of Finance says the government raised C$2 billion from its latest Canadian-dollar-denominated green bond. The final order book for the 10-year bond totaled C$3.4 billion, the department says in a statement. No further details were provided. This marks the sixth issuance of a C$-denominated green bond since March 2022, and brings total proceeds -- used to fund environmentally friendly initiatives -- from such debt to C$17.5 billion. (paul.vieira@wsj.com; @paulvieira)

1102 ET - Enphase's differentiated technology will help the company successfully offset the decline in residential solar demand from the end of a key tax credit last year, say Oppenheimer analysts. "We continue to believe ENPH's power management and controls capabilities uniquely meet the complex challenges of an overtaxed grid," the analysts say. The company's product roadmap is positioning it for improved margins and the value proposition for customers, while its bidirectional charging technology is well-suited for 800V data center applications, according to the analysts. The company is set up to gain share and outperform expectations as it introduces its new products at an accelerated pace, the analysts add. Enphase surges 38% after a beat and raise 4Q. (nicholas.miller@wsj.com)

1033 ET - Solar equipment maker Enphase Energy jumps 40% after 4Q results beat top and bottom-line expectations and the company raises 1Q revenue guidance. The fortunes of Enphase are starting to turn a corner with U.S. solar demand picking up, say Susquehanna's Charles Minervino and Eric Clay. "Overall, we think 1Q will likely mark trough levels for ENPH, as a number of tailwinds including new product introductions, rising utility rates, and prepaid leases drive a recovery beginning in the 2H of the year," the analysts say. Higher utility rates will improve the value proposition of solar, the analysts add, as prepaid leases gain greater adoption to offset declines from the end of a residential solar tax credit last year. (nicholas.miller@wsj.com)

1009 ET - Brookfield Asset Management is recouping some of Tuesday's 7% sell-off after its 4Q results came in better than anticipated, Scotiabank's Mario Saric reckons. The analyst notes the stock trades at a 15% and 28% discount to current and forward net asset value per share. Distributable earnings rose about 15% on-quarter and 18% on-year to $767 million, which was 8% ahead of the consensus forecast. Saric says the appointment of Connor Teskey to succeed Bruce Flatt as CEO is a transition that had been well telegraphed. Brookfield Asset Management up 2.4% at $48.51. (robb.stewart@wsj.com)

0829 ET - SSE has seen the generation output from its renewables unit increase, boosted by its construction program, analysts at Goldman Sachs write in a note. Output from SSE Renewables was 7% higher for the first nine months, compared with the same prior-year period, which shows how capacity has risen, the analysts say. In a recent update, the company has secured five transmission planning decisions since November, and will continue to focus on securing remaining consents for its projects. Meanwhile, SSE continues to chug forward amid mixed weather conditions and consistent profit expectations. Shares are up 3.4% at 25.18 pounds. (aimee.look@wsj.com)

0809 ET - Shares in Heidelberg Materials and Holcim fall after a report said the European Commission will weaken its Emissions Trading System. The EU will extend the issuance of free carbon allowances for industry beyond an agreed cut-off period, German business daily Handelsblatt reports, citing senior EU officials. Heidelberg and Holcim have aggressively focused on decarbonization, a move that promised to give them "a significant cost advantage versus the industry as a result of lower carbon emissions from their networks," J.P. Morgan analysts wrote in a January note. The reported delays will slow carbon-price increases, eating into the relative advantage the two companies were set to enjoy. Cement maker Heidelberg Materials falls 7%, while building-materials supplier Holcim loses 4.5%. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

February 04, 2026 17:00 ET (22:00 GMT)

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