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Utilities Japanese Investing Ideas
Long Term Asset Recycling And ¥15t Investment Plan Will Reshape Earnings Mix
Kansai Electric is trying to reshape itself from a traditional power utility into a broader infrastructure group, using big long-term spending plus planned asset sales to fund growth without leaning on new share issues. The catch is that near-term profits may stay weak as major plant maintenance, fuel costs, and price rules squeeze results, so the upside depends on execution.Read more
AN
JP¥2.56k
8.1% undervalued intrinsic discount
Fair Value
Revenue
2.78% p.a.
Profit Margin
6.53%
Future PE
11.47x
Price in 2029
JP¥2.96k
