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15 handpicked stocks

State-Owned Champions

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.

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Han Tan | Market Analyst

Updated 1 day ago | Published at June 18

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

SBS

Companhia de Saneamento Basico

SBS

Current price

$21.59

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.

KEP

Korea Electric Power Corp.

KEP

Current price

$13.89

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.

VIV

Telefonica Brasil, S.A.

VIV

Current price

$12.40

Originating from the state-owned Telebrás system, this company is now a leading private telecommunications provider in the Brazilian market.

About This Group of Stocks

1

Our Expert Thinking

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.

2

What You Need to Know

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.

3

Why These Stocks

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.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+6.31%

Group Performance Snapshot

6.31%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 6.31% over the next year.

12 of 14

Stocks Rated Buy by Analysts

12 of 14 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🛡️

Stability With Growth Potential

These former state monopolies offer rare defensive positioning while still capturing upside from infrastructure modernization and energy transition initiatives.

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Dividend Income Champions

Many of these companies distribute steady dividends backed by essential services revenue, potentially creating a reliable income stream other investments might miss.

🌎

Global Infrastructure Play

Gain exposure to critical infrastructure assets across multiple countries as governments worldwide funnel capital toward upgrading aging systems and greening their economies.

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6% Interest on Cash

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