美国南方公司股票讨论区

Despite Southern's high ROE, its heavy reliance on debt and relatively low ROE make it a less appealing investment. Consider its performance in a scenario with limited borrowing, as credit markets fluctuate.

Insider selling below market price may reveal lack of confidence in the stock's valuation, as seen from Kimberly Greene's sale. Yet absence of insider purchases in the past year isn't inspiring, despite insider substantial holdings possibly aligning with shareholders' interests.

Kim Greene, CEO of Georgia Power, welcomes Kilpatrick's appointment, citing his deep knowledge of Georgia and understanding of its varied citizens and businesses needs. The move is expected to boost the company's ongoing customer engagement and support initiatives.

The ongoing trend of low ROCE along with the increase in capital employed does not inspire much confidence, and forecasting the company as a future multi-bagger seems unlikely if these trends continue, despite previous five-years stock growth.

Southern's comparable ROE to industry average isn't remarkable, but its significant debt usage to boost returns poses a risky mix of low ROE and heightened risk. Higher ROE excels when achieved debt-free, indicating a high-quality business.

Summary:
1. Southern Company (SO) reported a strong Q1 2023 EPS beat, driven by better-than-expected results in the electric, gas, and power segments and offsetting higher D&A and interest expense headwinds.
2. SO reiterated its 2023 guidance range of $3.55-$3.65 and maintained the projected in-service dates for Vogtle Units 3 and 4, with GA Power's share of total capital costs remaining unchanged. Hot functional testing on Unit 4 is 80% complete, and...