After yesterday's fall in the share price, I also opted for an Asian company that I had had on my watchlist for some time. $KEP (+1,06 %) has been there since the beginning of the year.
Discussion sur KEP
Postes
3KEPCO continues to expand.
Hello my dears,
There is more and more movement in the value I presented 3 weeks ago.
Despite a few concerns in the comments, could KEPCO still become interesting?
And become a Christmas pearl?
After all, only a few can build nuclear power plants.
And so KEPCO also has a moat.
HanmiGlobal is working with Kepco, Turner & Townsend to promote nuclear energy.
HanmiGlobal announced on Monday that it has entered into a strategic partnership with Kepco Engineering & Construction and UK-based Turner & Townsend to jointly exploit opportunities in the global nuclear energy market.
Kepco Engineering & Construction is a state-owned company specializing in the design and construction of nuclear and thermal power plants.
https://www.koreaherald.com/article/10653718
KHNP aims to increase the use of nuclear energy to a 15-year high
https://biz.chosun.com/en/en-industry/2026/01/13/IOFWKAWZSRFLJP5GVN5OIMG45M/
Is it Christmas already🎁 Monopolist at a P/E ratio of 3.6, with growth and dividends to boot
Hello my dears,
It almost feels like Christmas. Because I was already looking for a surprise for you today 🎁.
A company with a net profit growth of 134% and a P/E ratio of 3.6.
On top of that, there is a great and rising dividend.
For comparison, I have listed some companies from the sector below.
So that you can see how well the company has already developed, I have also added historical figures for margin and earnings per share.
A great surprise for me would be plenty of comments and opinions on the company.
Perhaps also a gift for our dividend investors.
@Dividendenopi
@SAUgut777
@Max095
Korea Electric Power Corp is a Korea-based company principally engaged in the sale and supply of electricity. The company operates its business through four segments. The electricity sales business segment is engaged in the sale and supply of electricity and the development of energy resources, among others. The Nuclear Energy business segment is active in the areas of nuclear energy, hydropower and pumped-storage power generation. The Thermal Power operating segment is active in the field of electricity generation such as hard coal, anthracite coal, liquefied natural gas (LNG) and others. The Other operating segment is involved in the planning of power plants, the maintenance of power generation plants, the supply of nuclear fuel, the provision of information and communication technologies (ICT) for power generation, the operation of renewable and solar power generation plants and the emission of greenhouse gases.
Number of employees: 21,914
Korea Electric Power does not lower electricity tariffs despite falling energy prices - share could now end consolidation!
(23,07,2025)
Korea Electric Power Corporation (KEPCO) is the largest electricity supplier in South Korea and has assets of almost KRW 250 trillion (approx. USD 184 billion). It has a monopoly on the transmission and distribution of electricity in South Korea and has a dominant market share of 62% in electricity generation.
In recent years, its results have been affected by the fact that it has not been able to pass on all price increases to customers due to its public utility mandate. However, at the end of June, the company announced that, despite the recent significant fall in energy prices, it would not be lowering its current electricity tariffs for the third quarter but maintaining them, which should lead to a further improvement in KEPCO's financial stability.
The news from the end of June, which led to an up-gap, has now been consolidated. In my opinion, trend following can be used here. (KEP)
KRW in billions2KRW in millions
Estimates
year
Turnover
Change in
2025 97 520 3,74 %
2026 99 719 2,26 %
2027 101 945 2,23 %
Year
EBIT
Change in
2025 14 787 77,11 %
2026 17 335 17,24 %
2027 18 887 8,95 %
Year
Net result
Change in
2025 8 779 134,21 %
2026 10 607 20,82 %
2027 11 043 4,11 %
Year
Net debt
CAPEX
2025 124 161 17444
2026 118 519 19035
2027 112 857 19887
Year to date
Free cash flow
Change in
2024 1 660 079 113,4 %
2025 8 562 425 415,78 %
2026 7 821 114 -8,66 %
2027 7 803 462 -0,23 %
Year
EBIT margin
ROE
2024 8,88 % 9,22 %
2025 15,16 % 19,83 %
2026 17,38 % 19,48 %
2027 18,53 % 18,51 %
Year
Earnings per share
Change in
2024 5 439 172,4 %
2025 13 495 148,12 %
2026 15 880 17,67 %
2027 16 607 4,57 %
Year
P/E RATIO
PEG
2023 -2.52x 0x
2024 3.69x -0x
2025 3.57x 0x
2026 3.04x 0.2x
2027 2.9x 0.63x
Year
Dividend p share
Yield
2025 1 858 3,86 %
2026 2 357 4,89 %
2027 2 674 5,55 %
No. of shares (in thousands) 641,964
Market value 30 942 669
Market Cap in € 17,88 Mrd. EUR
Performance: 6 months 50% 12 months 100%
SECTOR COMPARISON
P/E ratio 23.44x
Dividend yield 2.8
Cap. 168 bn
P/E ratio 83.34x
Dividend yield 0.15
Cap. 173 bn
P/E ratio 18.57x
Dividend yield 3.83 %
Cap. 139 bn
CONSTELLATION ENERGY CORPORATION
P/E ratio 39.38x
Dividend yield 0.43 %
Cape 113 bn
P/E ratio 12.72x
Dividend yield 5.61 %
Cap. 102 bn
P/E ratio 20.67x
Dividend yield 3.38 %
Cap. 96.04 bn
P/E ratio 18.6x
Dividend yield 3.62 %
Cap. 91.41 bn
AMERICAN ELECTRIC POWER COMPANY, INC.
P/E ratio 18.85x
Dividend yield 3.24 %
Cap. 61.73 bn
P/E ratio 33.94x
Dividend yield 0.56
Cap. 56.3 bn
+ 3
Is it Christmas already🎁 Monopolist at a P/E ratio of 3.6, with growth and dividends to boot
Hello my dears,
It almost feels like Christmas. Because I was already looking for a surprise for you today 🎁.
A company with a net profit growth of 134% and a P/E ratio of 3.6.
On top of that, there is a great and rising dividend.
For comparison, I have listed some companies from the sector below.
So that you can see how well the company has already developed, I have also added historical figures for margin and earnings per share.
A great surprise for me would be plenty of comments and opinions on the company.
Perhaps also a gift for our dividend investors.
@Dividendenopi
@SAUgut777
@Max095
Korea Electric Power Corp is a Korea-based company principally engaged in the sale and supply of electricity. The company operates its business through four segments. The electricity sales business segment is engaged in the sale and supply of electricity and the development of energy resources, among others. The Nuclear Energy business segment is active in the areas of nuclear energy, hydropower and pumped-storage power generation. The Thermal Power operating segment is active in the field of electricity generation such as hard coal, anthracite coal, liquefied natural gas (LNG) and others. The Other operating segment is involved in the planning of power plants, the maintenance of power generation plants, the supply of nuclear fuel, the provision of information and communication technologies (ICT) for power generation, the operation of renewable and solar power generation plants and the emission of greenhouse gases.
Number of employees: 21,914
Korea Electric Power does not lower electricity tariffs despite falling energy prices - share could now end consolidation!
(23,07,2025)
Korea Electric Power Corporation (KEPCO) is the largest electricity supplier in South Korea and has assets of almost KRW 250 trillion (approx. USD 184 billion). It has a monopoly on the transmission and distribution of electricity in South Korea and has a dominant market share of 62% in electricity generation.
In recent years, its results have been affected by the fact that it has not been able to pass on all price increases to customers due to its public utility mandate. However, at the end of June, the company announced that, despite the recent significant fall in energy prices, it would not be lowering its current electricity tariffs for the third quarter but maintaining them, which should lead to a further improvement in KEPCO's financial stability.
The news from the end of June, which led to an up-gap, has now been consolidated. In my opinion, trend following can be used here. (KEP)
KRW in billions2KRW in millions
Estimates
year
Turnover
Change in
2025 97 520 3,74 %
2026 99 719 2,26 %
2027 101 945 2,23 %
Year
EBIT
Change in
2025 14 787 77,11 %
2026 17 335 17,24 %
2027 18 887 8,95 %
Year
Net result
Change in
2025 8 779 134,21 %
2026 10 607 20,82 %
2027 11 043 4,11 %
Year
Net debt
CAPEX
2025 124 161 17444
2026 118 519 19035
2027 112 857 19887
Year to date
Free cash flow
Change in
2024 1 660 079 113,4 %
2025 8 562 425 415,78 %
2026 7 821 114 -8,66 %
2027 7 803 462 -0,23 %
Year
EBIT margin
ROE
2024 8,88 % 9,22 %
2025 15,16 % 19,83 %
2026 17,38 % 19,48 %
2027 18,53 % 18,51 %
Year
Earnings per share
Change in
2024 5 439 172,4 %
2025 13 495 148,12 %
2026 15 880 17,67 %
2027 16 607 4,57 %
Year
P/E RATIO
PEG
2023 -2.52x 0x
2024 3.69x -0x
2025 3.57x 0x
2026 3.04x 0.2x
2027 2.9x 0.63x
Year
Dividend p share
Yield
2025 1 858 3,86 %
2026 2 357 4,89 %
2027 2 674 5,55 %
No. of shares (in thousands) 641,964
Market value 30 942 669
Market Cap in € 17,88 Mrd. EUR
Performance: 6 months 50% 12 months 100%
SECTOR COMPARISON
P/E ratio 23.44x
Dividend yield 2.8
Cap. 168 bn
P/E ratio 83.34x
Dividend yield 0.15
Cap. 173 bn
P/E ratio 18.57x
Dividend yield 3.83 %
Cap. 139 bn
CONSTELLATION ENERGY CORPORATION
P/E ratio 39.38x
Dividend yield 0.43 %
Cape 113 bn
P/E ratio 12.72x
Dividend yield 5.61 %
Cap. 102 bn
P/E ratio 20.67x
Dividend yield 3.38 %
Cap. 96.04 bn
P/E ratio 18.6x
Dividend yield 3.62 %
Cap. 91.41 bn
AMERICAN ELECTRIC POWER COMPANY, INC.
P/E ratio 18.85x
Dividend yield 3.24 %
Cap. 61.73 bn
P/E ratio 33.94x
Dividend yield 0.56
Cap. 56.3 bn
+ 3
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