您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [Jefferies]:可再生資源基礎設施集團(TRIG)資本市場活動 - 发现报告

可再生資源基礎設施集團(TRIG)資本市場活動

2025-05-29 Jefferies 福肺尖
报告封面

Fiona Huang * | Equity Analyst+44 (0) 20 7548 5149 | fhuang@jefferies.comMatthew Hose * | Equity Analyst44 (0) 20 7029 8557 | matt.hose@jefferies.comAhmed Farman * | Equity Analyst44 (0) 20 7029 8987 | afarman@jefferies.comArturo Murua * | Equity Analyst+44 (0) 20 7548 4344 | amurua@jefferies.comZach Ho * | Equity Analyst+44 (0) 20 7548 4714 | zach.ho@jefferies.comAlejandra Botbol * | Equity Associate+44 (0)20 7548 4326 | abotbol@jefferies.com Exhibit 1 - TRIG's current and future technology mix.80%14%6%CurrentSource: Company/JefferiesExhibit 2 - An example of a winglet tip in Infrared'sofficeT or L shaped extension at the end of a blade, whichimproves aerodynamic efficiency by reducing drag.Source: Company/JefferiesPlease see important disclosure information on pages 3 - 8 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Exhibit 3 - Examples of vortex generators sharedat the presentationFin shaped components installed on the suctionside of the blade to improve airflow used in powergeneration.Source: Company/Jefferies Company DescriptionThe Renewables Infrastructure GroupThe Renewables Infrastructure Group (TRIG) invests in operational renewable energy projects in the UK and Northern Europe. Its focus is onproven technologies i.e. onshore wind and solar PV.Company Valuation/RisksThe Renewables Infrastructure GroupTRIG's shares currently trade on a discount to NAV. Risks include power price risk and a technological skew to wind power within the portfolio.Analyst Certification:I, Fiona Huang, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or viewsexpressed in this research report.I, Matthew Hose, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations orviews expressed in this research report.I, Ahmed Farman, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations orviews expressed in this research report.I, Arturo Murua, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or viewsexpressed in this research report.I, Zach Ho, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or viewsexpressed in this research report.I, Alejandra Botbol, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations orviews expressed in this research report.Registration of non-US analysts:Fiona Huang is employed by Jefferies International Limited, a non-US affiliate of Jefferies LLC and is not registered/qualified as a research analyst with FINRA. This analyst(s) may not be an associated person of Jefferies LLC, a FINRA member firm, and therefore maynot be subject to the FINRA Rule 2241 and restrictions on communications with a subject company, public appearances and trading securities held bya research analyst.Registration of non-US analysts:Matthew Hose is employed by Jefferies International Limited, a non-US affiliate of Jefferies LLC and is not registered/qualified as a research analyst with FINRA. This analyst(s) may not be an associated person of Jefferies LLC, a FINRA member firm, and therefore maynot be subject to the FINRA Rule 2241 and restrictions on communications with a subject company, public appearances and trading securities held bya research analyst.Registration of non-US analysts:Ahmed Farman is employed by Jefferies International Limited, a non-US affiliate of Jefferies LLC and is not registered/qualified as a research analyst with FINRA. This analyst(s) may not be an associated person of Jefferies LLC, a FINRA member firm, and therefore maynot be subject to the FINRA Rule 2241 and restrictions on communications with a subject company, public appearances and