These former state monopolies offer rare defensive positioning while still capturing upside from infrastructure modernization and energy transition initiatives.
Many of these companies distribute steady dividends backed by essential services revenue, potentially creating a reliable income stream other investments might miss.
Gain exposure to critical infrastructure assets across multiple countries as governments worldwide funnel capital toward upgrading aging systems and greening their economies.
This collection targets companies with deep governmental roots that now operate as public corporations in essential sectors. The investment thesis capitalizes on their established market dominance while benefiting from the improved efficiency and growth discipline introduced through privatization and public market accountability.
These former state monopolies typically command significant market share in foundational industries like utilities, telecommunications, and transportation infrastructure. They often provide essential services to millions, operate in regulated environments, and frequently offer dividend income potential from their steady revenue streams.
We've identified companies that maintained their strategic importance while successfully transitioning to a public-private structure. Many benefit from infrastructure modernization initiatives and energy transition mandates, creating opportunities for sustained capital investment and growth despite their established market positions.
Discover a carefully selected portfolio of former government-run enterprises that now trade publicly. These companies combine the market dominance of traditional state monopolies with the growth potential unlocked by private capital, offering a unique balance of stability and opportunity.
Summary and investor takeaways for the 'State-Owned Champions' basket based on provided market capitalisation breakdown.
SBS: $16.52B
KEP: $19.69B
VIV: $19.79B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
+5
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
CIA SANEAMENTO BASICO DE SAO PAULO SPONS ADR EACH REPR 1 COM NPV
SBS
Current Price
$4.60
As the primary water and sanitation utility for the state of Sao Paulo, it represents a classic state-controlled service now accessible to public inve...
As the primary water and sanitation utility for the state of Sao Paulo, it represents a classic state-controlled service now accessible to public investors.
KOREA ELECTRIC POWER CORP SPON ADR EACH REPR 0.5 KRW5000
KEP
Current Price
$11.20
This company is South Korea's principal electric utility, making it a strategic national asset that has been partially privatized and is traded on the...
This company is South Korea's principal electric utility, making it a strategic national asset that has been partially privatized and is traded on the stock market.
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On average, analysts expect assets in this group to grow 5.47% over the next year.
12 of 15 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+5.47%
