Added to YB: 2026-08-27
Pitch date: 2026-08-25
H.TO [bullish]
Hydro One Limited
+0.28%
current return
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
Company Info
Hydro One Limited operates as an electricity transmission and distribution company in Ontario. It operates through three segments: Transmission, Distribution, and Other.
Market Cap
CAD 32.0B
Pitch Price
CAD 53.40
Price Target
N/A
Dividend
2.64%
EV/EBITDA
15.44
P/E
22.64
EV/Sales
5.42
Sector
Electric Utilities
Category
special_situation
US-Canada Tariffs: Finding Investment Opportunities - Hydro One Limited
H.TO: Tariff/trade-war play: if Ontario hikes price of electricity exported to US, H benefits via higher earnings, FCF, potential shareholder returns; Ontario's largest T&D utility, levered to electricity demand/pricing. Author's framing: way to play the electricity side of US-Canada dispute without betting Canada actually cuts exports. Thesis hinges on a possible — not confirmed — export price increase; no valuation, PT, or timeframe provided.
Read full article (1 min)