Verified Investing 对 $EIX 的判断变化

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2026-08-31看跌
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加州立法限制公用事业费用转嫁并要求更快支付,降低了EIX的盈利能力,导致其股价大幅下跌。

PCG,太平洋煤气电力公司,正在遭受重创,EIX也是。这两家都是加州的公用事业公司。实际上,这里发生的事情是,新立法通过,基本上他们不能随心所欲地转嫁费率上涨。而且,那些有房子烧毁等问题的人,赔付必须更快进行。

所以基本上对公用事业公司施加了更多限制,这将损害它们的盈利能力。

PC, Pacific Gas and Electric here, PCG is getting trounced along with EIX. These are both uh utilities out of California. And really what's going on here is that new legislation was passed that essentially they can't pass on rate hikes as much as they want.

And also that, you know, people that have problems like their house burns down, the payouts have to be made sooner. And so essentially more restrictions on utilities that essentially will hamper their their profitability.