Utility stocks in both Korea and the United States are showing strength, largely unaffected by tariffs. In the U.S., the rise is attributed to expectations of structural benefits, such as investments in AI, expansion of data centers, and increased electricity demand. However, Korean utility stocks are heavily influenced by short-term policy expectations, including climate and energy-related pledges and potential electricity and gas rate adjustments, leading to caution in investment due to potential volatility.
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Auto-posted at: 2025-05-15 09:02:08