Keyera Corp T.KEY

BMO

[retiredcf]

BMO Capital Markets analyst Ben Pham provided an earnings preview and top picks in the yield-heavy energy infrastructure sector,

“Q2/24 earnings season kicks off on July 29 with GEI [Gibson Energy Inc.]. We have made estimate changes to ~55% of our coverage and expect almost an even distribution of beats, in-line, and misses. Following our analysis of public data sources, proprietary models, and detailed discussions with our coverage, we point to notable potential Q2/24 beats from KEY [Keyera Corp.], NPI [Northland Power Inc.], and TA [Transalta Corp.], and potential quarterly misses from INE [Innergex Renewable Energy Inc.], BEP [Brookfield Renewable Partners LP], and EMA [Emera Inc.]. We recommend positioning accordingly into Q2/24 results”