IS ISAE4.SA ISA Energía Brasil S.A. Loading... : Bullish and Bearish Analyst Opinions

ISA Cteep (ISAE4) is a defensive electric transmission utility trading at a dividend yield of ~10% and benefiting from an under-owned, under-followed situation. The company has an ongoing claim against the São Paulo state tax authority (Cfaz) that, if successful, could deliver a one-off gain equivalent to 25-30% of the market cap. Because the stock is held by very few investors, there is no redemption-driven selling pressure, making it a calm position with a solid carry and a potential large upside catalyst.