Dec 29, 2025 • Chosunbiz
BULLISH
KEPCO forecasts 77% operating profit jump as industry urges lower rates - CHOSUNBIZ
KEPCO is projected to see a 77% surge in operating profit this year due to rising industrial electricity rates and falling power generation material costs, following three years of losses. Despite this, electricity rates for consumers may still increase slightly due to proposed fuel cost adjustments, leading industry groups to advocate for lower rates to protect manufacturers' competitiveness. However, KEPCO's continued financial recovery is deemed crucial given its accumulated losses.
Dec 29, 2025 • Simply Wall Street
NEUTRAL
We Like These Underlying Return On Capital Trends At Korea Electric Power (KRX:015760)
Korea Electric Power (KRX:015760) has shown impressive growth in its Return on Capital Employed (ROCE) over the last five years, increasing it by 720% while maintaining similar capital investment. This indicates improved business efficiencies and higher returns from existing capital. The stock has also rewarded shareholders with a 78% return over the same period, suggesting positive investor sentiment regarding its future prospects.
Dec 28, 2025 • The Korea Times
SOMEWHAT-BULLISH
KEPCO to showcase power grid innovation at CES 2026
Korea Electric Power Corp. (KEPCO) will be the first utility company to have its own booth at CES 2026, aiming to transform into a technology-driven energy solutions provider. The exhibition will feature innovative technologies such as an AI-driven digital power plant platform, perovskite solar glass, and advanced distribution management systems. KEPCO seeks to demonstrate the evolution of traditional utilities and pursue global partnerships to expand its technology exports.
Dec 26, 2025 • Chosunbiz
NEUTRAL
KHNP selects final candidates and faces urgent task resolving KEPCO dispute - CHOSUNBIZ
This article reports that KHNP has made its final candidate selections. It also highlights the urgent need for KHNP to resolve its dispute with KEPCO.
Dec 25, 2025 • BioEnergy Times
SOMEWHAT-BULLISH
South Korea adds Pohang, Ulsan and Seosan as distributed energy special zones
South Korea has designated Pohang, Ulsan, and Seosan as new distributed energy special zones, increasing the total to seven. This system allows these regions to generate and sell electricity locally, reducing reliance on the national grid and lowering electricity costs for industries. Local governments have revised their plans to incorporate renewable energy, with specific projects including fuel cell power plants and LNG combined-cycle power plants.
Dec 25, 2025 • 조선일보
NEUTRAL
83 Trillion Won Grid Costs: Real Electricity Bill Looms
This article highlights the impending realization of the true cost of electricity, driven by significant grid expenses. The figure of 83 trillion won in grid costs suggests substantial financial implications that will likely affect future electricity bills.