Oct. 7 at 4:58 PM
$AES — Quiet value play with power ⚡
Trading around 6–7× earnings and yielding ~4.5%, AES is one of the cheapest utilities on the market.
Steady cash flows, energy transition exposure, and debt moderation make it a defensive + growth hybrid.
🔥 Catalysts:
Inflation-linked pricing power in regulated markets
Renewables expansion (solar + battery)
Possible re-rating if rates stabilize
💰 Thesis: Undervalued utility with upside to
$22–24 in 12–18 mo.
🟩 Risk: Capex intensity, fuel costs, regulatory hurdles.
📈 Probability of positive return: ~77% under current macro cycle.
#ValueStocks #Utilities #DividendInvesting #EnergyTransition #AES