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雷达卡
【出版时间及名称】：2010年2月加拿大新能源行业研究报告
【作者】：TD newcrest
【文件格式】：pdf
【页数】：156
【目录或简介】：
Table of Contents
Executive Summary............................................................................................... 4
How We Look at the Canadian Alternative Energy Universe ..................................8
Upcoming Catalysts ......................................................................................................12
Broad Share Price and Valuation Trends..................................................................12
The Basics: Understanding the Characteristics and
Economics of Alternative Energy Sources..........................................................20
Renewable Energy in Context: Demand and Policy-Driven Growth.....................24
Policy Update: Incentives are a Key Contributor
to Renewable Energy Growth ..............................................................................28
Canadian Renewable Energy Incentives....................................................................30
U.S. Renewable Energy Incentives..............................................................................41
Major Global Renewable Energy Incentives.............................................................44
Climate Change: The Impetus for Renewable Energy Development ....................44
Pricing Carbon: Cap and Trade or Tax? ..................................................................47
Conclusion.....................................................................................................................51
Brookfield Renewable Power Fund.................................................................... 52
Investment Summary ......................................................................................................52
Fund Description and Background.................................................................................54
Strategy and Key Issues Facing the Fund.......................................................................64
Financial Outlook............................................................................................................66
Unit Price Trends and Valuation.....................................................................................68
Justification of Target Price ............................................................................................72
Key Risks to Target Price ...............................................................................................73
Conclusion......................................................................................................................75
Appendices............................................................................................................. 76
Boralex Inc............................................................................................................ 81
Investment Summary ......................................................................................................81
Company Description and Background .........................................................................83
Strategy and Key Issues Facing the Company ...............................................................92
Financial Outlook..........................................................................................................100
Share Price Trends and Valuation ................................................................................102
Justification of Target Price ..........................................................................................105
Key Risks to Target Price .............................................................................................106
Conclusion.....................................................................................................................108
Appendices........................................................................................................... 109
Boralex Power Income Fund............................................................................. 115
Investment Summary ....................................................................................................115
Fund Description and Background...............................................................................117
Strategy and Key Issues Facing the Fund.....................................................................123
Financial Outlook..........................................................................................................128
Unit Price Trends and Valuation...................................................................................131
Justification of Target Price ..........................................................................................134
Key Risks to Target Price .............................................................................................135
Conclusion.....................................................................................................................137
Table of Contents (Cont'd)
Appendices.......................................................................................................... 138
Appendix 1. U.S. Renewable Energy Incentives.............................................. 142
Appendix 2. Glossary......................................................................................... 148
Appendix 3. Justification of and Key Risks to Target Price (Other)............. 152
Disclaimer.....................................................................................................................155
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