A qualitative 2026 stock outlook for Daesung Energy (117580), the regulated city-gas distributor for the Daegu region of Korea. We weigh its defensive, regulated cash flow and dividend against flat volume growth, weather sensitivity, unproven hydrogen ventures, and why it differs from holding company Daesung Holdings (016710).
CenterPoint Energy (CNP) 2026 analysis: Houston-centric electric transmission and distribution, natural gas LDC operations, data center and electrification load growth in Texas, aggressive rate base capex, Hurricane Beryl resiliency spend, and regulatory-lag and storm-cost recovery risks for investors.
American Water Works (AWK) 2026 stock analysis: how the largest US regulated water utility compounds its rate base, the tuck-in M&A of fragmented municipal systems, why it trades like a bond proxy, PFAS and lead-line capital costs, and the dividend-growth thesis.
Seoul City Gas (KOSPI 017390) 2026 outlook. A deep, qualitative look at its regulated regional city-gas monopoly, cost-plus (total-cost) allowed return, bond-like cash flows, deep-value low PBR and hidden asset base, unrecovered raw-material cost swings, hydrogen and EV-charging optionality, and the structurally low-ROE trap for foreign investors.
Samchully (KRX 004690) 2026 stock analysis: a regulated Seoul-metro city-gas distribution monopoly, its cost-plus regulated margin, LNG receivables recovery, cogeneration and hydrogen growth options, extreme low-PBR deep value, and dividend appeal versus mature demand.
Korea District Heating Corp (KRX 071320) 2026 stock analysis: the regulated cost-recovery quasi-monopoly in district heating, combined heat and power electricity, how LNG fuel-cost pass-through lag drives earnings swings, and why unbilled receivables and rate normalization are the real re-rating trigger.
A regulated-utility analysis of KOGAS (Korea Gas Corporation, 036460): the LNG import and wholesale monopoly, rate base and allowed return, how the fuel-cost receivable builds and unwinds, dividend restart odds, overseas E&P risk, and what global investors accessing Korea via foreign brokerage should monitor each quarter.
WEC Energy Group (WEC) offers regulated utility stability with a proven rate-base growth engine, multi-year capex plan, and consistent dividend increases. This analysis covers the rate-base model, interest-rate sensitivity, data-center demand tailwinds, and how WEC compares to peers like NEE and SO.
NiSource (NI) runs regulated gas and electric utilities across the U.S. Midwest. This 2026 analysis covers coal retirement CapEx, Indiana data center load growth, dividend track record, and how NI compares to peer utilities AEE, WEC, and ATO for dividend investors.
Dominion Energy (NYSE: D) 2026 investment outlook — Virginia data center load growth, CVOW offshore wind execution risk, rate-base expansion strategy, and how rising rates affect utility valuations.
American Electric Power (AEP) 2026 analysis: US largest transmission network, data center load growth across 11 states, rate base expansion strategy, dividend track record, and key risks for investors.
Southern Company (SO) 2026 analysis: regulated utility moat in the US Southeast, Vogtle Units 3&4 nuclear assets, AI data center electricity demand boom, 20+ year dividend growth record, and rate-sensitive return framework for US investors.