In short: Cohen: the growth leg — tidal, solar and wind, building in China and 3+ dozen countries (desert hybrid solar-wind due 2027–28, a Spain solar expansion 2027, Brazil/Peru hydro upgrades by 2028). ~13% margin (heavy capex), ~25x, 1.1% yield; "buy China Three Gorges Renewables for the growth opportunity" — both have the state-owned parent behind them.
The sibling spinout is the growth bet: solar, wind and tidal projects under construction in China's deserts, Spain, Brazil and Peru — activities in over three dozen countries. Margins are much thinner (~13%) because it's spending heavily on the buildout, and the stock has done little since its 2021 IPO, but the projects complete over 2027–28 and the state-owned parent stands behind it. Buy Yangtze for cash flow, this one for growth.
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