Added to YB: 2026-04-08
Pitch date: 2026-04-05
9509.T [bullish]
Hokkaido Electric Power Company, Incorporated
-2.54%
current return
Author Info
No bio for this author
Company Info
Hokkaido Electric Power Company, Incorporated generates, transmits, and distributes electricity in Japan.
Market Cap
N/A
Pitch Price
JPY 1.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Electric Utilities
Category
value
A forgotten island monopoly trading below book, with a dormant nuclear reactor about to change everything - Hokkaido Electric Power
9509.T: Japan's Hokkaido island electric monopoly at 0.55x book, 3.6x P/E, 18.1% ROE, 15.4% FCF yield. Catalyst: 866MW Tomari Unit 3 nuclear reactor restarting 2027 after NRA approval—will slash fuel costs & transform earnings (nuclear historically 30% of island's power). FY25 ¥64.2B net income, ¥125.6B op cash flow. Demand growing 1.2%/yr (fastest in Japan) on data centers & Rapidus chip plant. Div raised 50% to ¥30. Risks: local lawsuit, restart delays, ¥1.43T debt.
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