KEPCO Q2: Analysts Saw the Cut Coming — Just Not Half of It
KEPCO’s Q2 operating profit came in 42.5% below consensus. The gap has a name: coal rose 24% while the government kept the electricity tariff frozen.
regulated utility
South Korea’s Utility Dividend Is Back: 3.2% in Seoul, 3.24% in Atlanta — Same Yield, Opposite Machine
KEPCO resumed its dividend after four years: ₩1,540 a share, a 3.2% yield — almost exactly Southern Co’s 3.24%.
Looking for Korea’s ‘Constellation Energy’? There Isn’t One — and That Gap Is the AI-Power Story
US investors play the AI power boom through Constellation and Vistra. Korea funnels all that demand through one regulated utility — KEPCO — where the…