In today’s briefing:
- Asian Dividend Gems: Korea District Heating Corp (KDHC)
- Exelon Corporation: Transmission Expansion
- Xcel Energy: A Tale Of Renewable Energy Transition & Data Centre Expansion!
Asian Dividend Gems: Korea District Heating Corp (KDHC)
- There are three major reasons why we like Korea District Heating (071320 KS). First, the company has been sharply improving its shareholder return program (especially for dividends).
- The BOD members of KDHC and other major Korean utility companies are increasingly likely to focus on improving shareholder value by raising prices.
- Its valuations remain attractive. It is trading at P/E of 3.2x, P/B of 0.4x, and EV/EBITDA of 6.8x based on 2025 consensus estimates.
Exelon Corporation: Transmission Expansion
- Exelon Corporation recently announced its financial performance for the second quarter of 2025.
- The company reported operating earnings of $0.39 per share, slightly exceeding expectations, primarily due to favorable timing and cost management at its utilities.
- Despite these improvements, earnings were lower compared to the same period last year, impacted by several factors including heightened storm costs at PECO and higher distribution and transmission rates.
Xcel Energy: A Tale Of Renewable Energy Transition & Data Centre Expansion!
- Xcel Energy’s second quarter 2025 earnings presented a mixed yet insightful picture of the company’s current standing and future outlook.
- The company reported earnings of $0.75 per share for the second quarter, a significant increase from $0.54 per share in the same quarter the previous year.
- This surge in earnings was largely driven by higher revenue from electric and natural gas services, rate case outcomes, and increased sales growth.
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