Companies / 9509
TYOHokkaido Electric Power Company (9509) in our theses
Hokkaido Electric Power Company appears in one of our theses. Below is why it entered the basket and how it has done since publication.
Japan Returns to Nuclear Power: A Wave of Reactor Restarts Turns Costly LNG Imports into a Profit Surge for Power Utilities
Restarts of Japanese nuclear reactors replace expensive LNG imports with near-zero fuel cost power, delivering a step-change in earnings for TEPCO, Kansai, Kyushu, and Hokkaido Electric.
Why this company: Preparing the restart of Tomari Unit 3 following safety approval; the Rapidus semiconductor fab and data centers in Hokkaido drive massive new electricity demand, offering the sector's largest relative earnings inflection.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
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