The authors are analysts of NH Investment & Securities. They can be reached [email protected] [email protected], respectively. — Ed.
During the Sep 2020 parliamentary inspection of government, the issue of electricity market restructuring was brought up, including a focus on the need for adjustment regarding the consolidation and abolition of KEPCOs power generation subsidiaries. Given conflicts of interest, it is unlikely that such functional changes will be made in the short term. However, the suggestion remains as one alternative capable of solving capital raising-related issues for renewable energy and eco-friendly facility investment.
Details of power industry restructuring
Unlike in the stock market, KEPCO and its power ge…
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