KEP News and Press, Korea Electric Power Corporation From 04/27/20

Investment highlights Despite anemic demand, 1Q20 results should be slightly better than expected. Although power demand is weak, the impact on the unit price of power sales is limited thanks to an improving demand mix. In addition, the lower-than-anticipated power demand and LNG’s...

Competition rekindling in the crude oil market; oil prices to remain weak It was November 30, 2016 when OPEC and non-OPEC countries including Russia agreed to lower oil production. It was the first agreement of the sort in eight years, which signaled the era of a new cartel. This time, howev...

Korea Electric Power Corporation ( KEP ) is analyzed based on its patent dynamics (patent activity over time) and combined with writer's technical analysis. PCT (Patent Cooperation Treaty) patent applications are taken into account, which is administered by the World Intellectual Property Offi...

Korea Electric Power (NYSE: KEP ): Q3 Net income of KRW241B. More news on: Korea Electric Power Corporation, Earnings news and commentary, Energy stocks news, Read more ...

Elevator Pitch Korea Electric Power Corporation ( KEP ) [015760:KS], or KEPCO, currently trades at 0.23 times P/B, representing a new seven-year historical low P/B. In the past 15 years, KEPCO has only traded below 0.3 times P/B in the 2011-2012 period. This is not unreasonable, considering ...

Investment highlights The operating loss that KEPCO (KEP) reported for 2Q19 was mostly in line with the consensus estimate. We expect 3Q19 earnings to return to profit, led by the Singori 4 nuclear power plant and seasonality-driven utilization increases at the coal-fired power plants. We re...

Norway's $1T sovereign wealth fund may have to sell its $1B stake in Glencore ( OTCPK:GLCNF ) and its $620M holding in Anglo American ( OTCQX:AAUKF ) under a government plan expected to be adopted by the country's parliament today. More news on: Glencore plc, Anglo American plc, RWE Akti...

Investment highlights We revise down our earnings estimates in light of recent KRW depreciation and the government’s progressive tariff reform plan. However, the system marginal price ((SMP)) has fallen to nearly KRW70/kWh, and lower oil prices should continue to contribute to cost ...

This article highlights the worst performing foreign stocks year to date 2019 through data as of May 21. The YCharts equity screening tool database counts 2,384 foreign stocks that either trades as an American Depository Receipt "ADRs," is primarily listed on a U.S. exchange, or is a foreign...

Investment highlights KEPCO’s ( KEP ) 1Q19 results missed consensus due to weak power sales and deteriorating profitability overseas. The System Marginal Price ((SMP)) fell to KRW30/kWh and nuclear utilizations rose considerably. With this in mind, we expect losses to narrow QoQ in ...