KEP Korea Electric Power Corp Loading... : Bullish and Bearish Analyst Opinions
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23:23
Aug 20
Aug 20
Korean electricity demand boom lifts power sector.
Korea's revised 12th power supply plan shows 2040 electricity consumption forecast up 41.7% versus the 11th plan and 27.5% versus the April draft, with maximum required capacity up about 20GW, equivalent to 20 nuclear reactors. Because domestic demand from semiconductor clusters and AI data centers is surging, all generation sources including nuclear, gas, renewables, transmission, and power equipment must be expanded, which should boost revenue and orders for Korean power-related companies.
HIGH
23:35
Jul 29
Jul 29
Keppel reported H1 revenue of SGD 3.807 billion, total operating income of SGD 173.6 million.
Keppel reported H1 revenue of SGD 3.807 billion, total operating income of SGD 173.6 million, and a half-year net profit of S$530 million excluding the non-core portfolio for divestment, with an H1 dividend of SGD 0.15.
02:47
Feb 11
Feb 11
Berg’s "Long Life" portfolio is holding specific international positions: Argentina (ARGT), Trip.com (TCOM), Alibaba (BABA), Shinhan Financial (SHG), and Korea Electric Power (KEP). While bearish on US Beta, Berg identifies technical breakouts in foreign markets that are undervalued or uncorrelated to the US tech bubble. Korea and China are showing "new high" breakouts while US software lags. Long specific international value/growth plays. Global recession or US dollar strength hurting emerging markets.
About KEP Analyst Coverage
Buzzberg tracks KEP (Korea Electric Power Corp) across 3 sources. 2 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (67%). 3 total trade ideas tracked. Latest voices: Kwon Soon-woo, FirstSquawk, Milton Berg.