In short: Cohen (AI-energy theme, international): operator of China's large hydro dams (a China Three Gorges spinout, Shanghai-listed) — capacity already built so capital needs are modest, opex well controlled; ~41% profit margin (10–15 pts above most U.S. utilities), ~18x earnings, ~3.5% dividend yield. "Buy China Yangtze for the cash flow."
Cohen's AI-energy theme, taken abroad: data centers need power, and this Shanghai-listed company operates China's giant hydroelectric dams (it's a spinout of the Three Gorges parent). The dams are already built — so almost no new capital is needed, and profit margins run ~41%, ten-plus points above U.S. utilities. At ~18x earnings with a 3.5% dividend, she frames it simply: buy this one for the cash flow.
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