Published Date: 06/06/2024
- 2024 will be a pivotal year for finalizing important policies, creating a more attractive investment environment toward wind and LNG-to-power.
- In 2024, coal-fired power will be actively mobilized, particularly at plants in the North, while hydropower will recover from low base in the last 3 quarters.
- We chose POW, REE for long-term investment strategies, given their positions as large enterprise, reasonable valuations and contain long-term growth outlook.
