Companies ›Utilities ›SO.BK

SO.BK — SET (Bangkok) Electric Utilities

So.Bk

$4,66

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Mcap

—

P/E

—

EV / Rev

—

Div yield

8,26 %

Op margin

10,1 %

ROE

20,3 %

Net margin

8,0 %

Debt / equity

1,03

Beta

—

52w range

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Volume

Day range

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Prev close

$94,54

Open

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Next earnings

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Ex-dividend

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TR 1Y

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About

SO.BK operates in the Employment Services industry, providing industrial and commercial services primarily through its staffing and employment solutions, generating revenue from service fees and client contracts.

Business. Southern Co (SO.O) is an electric utility company operating within the Utilities sector. The firm is headquartered in the United States and is primarily listed on the NASDAQ exchange. Specific details regarding its operating segments and geographic mix are not provided in the available data.

Classification99 %

SectorUtilities

Industry groupElectric Utilities

Generated · model-assisted

Sell-side consensus

HOLD25 analysts

7 buy17 hold1 sell

Avg 12m price target100,05

Analyst recommendations

25 analysts · consensus Hold

Buy7

Hold17

Sell1

12-month price target

100,05

Consensus of sell-side coverage.

Upcoming events

— missing data

See all catalysts →

At a glance

Score

—

not yet scored

Valuation

—

valuation pending

Analysts→

Hold

25 analysts · indicative

Ownership

—

not yet wired

Profitability→

20,3 %

return on equity

Quality

—

not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

No recent newsroom coverage mentioning SO.

Sector rotation

Sector1D1Mvs mkt

Materials+2,3 %+6,6 %+1,7 %

Communication Services+2,2 %−5,5 %+1,6 %

Energy+0,6 %+3,3 %+0,0 %

Health Care+0,6 %−0,8 %+0,0 %

Information Technology+0,6 %+6,7 %+0,0 %

Consumer Discretionary+0,4 %+7,6 %−0,2 %

Financials−0,3 %−2,8 %−0,9 %

Consumer Staples−0,4 %+2,5 %−1,0 %

Real Estate−0,7 %+10,9 %−1,3 %

Industrials−1,9 %−3,1 %−2,5 %

Utilities · THIS SECTOR−1,9 %+28,2 %−2,5 %

Developing storylines

No tracked sagas currently linked to SO.BK. Browse all sagas →

Analysis

AI analysis

Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

Opportunity

— missing data

Upcoming catalysts

Scheduled public events. Informational only — not investment advice.

Macro
Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
Macro & political
ElectionSE Swedish Election2026-09-14 · SE
ElectionUS U.S. Midterms2026-11-03 · US
ElectionFR French Legislative2027-06-01 · FR
Congressional trades
CongressValerie Hoyle — Southern Company2025-09-23 · Democrat · OR · Sale · $1,001 - $15,000
CongressValerie Hoyle — Southern Company2024-10-29 · Democrat · OR · Purchase · $1,001 - $15,000
CongressJared Moskowitz — Southern Company2024-07-05 · Democrat · FL · Purchase · $1,001 - $15,000
CongressEarl Blumenauer — Southern Company2024-04-04 · OR · Purchase · $15,001 - $50,000
CongressZoe Lofgren — Southern Company2023-05-25 · Democrat · CA · Sale · $15,001 - $50,000
CongressNeal Patrick MD, Facs Dunn — Southern Company2023-01-05 · Republican · FL · Sale · $15,001 - $50,000

Pre-earnings brief

Briefing · model-assisted

Southern Co (SO.O) has undergone a significant revision in its analytical framework, with the AI-driven narrative, business summary, and conclusion all modified to reflect updated insights. This comprehensive overhaul, sourced from the ha_light_thesis, indicates a shift in how the company’s strategic position is interpreted, even though the system notes no material change versus prior analysis in terms of raw data fields. The revision includes a complete refresh of key takeaways, with six new points added and six removed, suggesting a nuanced re-evaluation of the company’s operational and financial drivers. A notable addition to the produced data is the introduction of a market share metric, which now stands at approximately 0.000139%. While this figure is minimal, its inclusion marks a new dimension in the company’s profile, potentially highlighting a specific niche or segment where Southern Co is beginning to establish a measurable presence. This new data point, though small, could be indicative of emerging opportunities or strategic pivots that were not previously quantified in the analysis. The broader context for these changes is influenced by several global sagas, including easing tensions in the Hormuz region, ongoing China-US export controls, and general global risk escalation. These external factors, while not directly tied to Southern Co’s operations, may be shaping the analytical narrative by affecting energy markets, supply chains, and investor sentiment. The intensity scores for these sagas suggest that geopolitical and trade dynamics are playing a role in the revised assessment of the company’s outlook. Despite the revisions, Southern Co remains a stable entity with a single officer, no analyst coverage, and membership in one index, held by three top holders. The lack of analyst coverage and the modest holder count suggest that the company may be under the radar for many investors, making the updated analytical insights particularly valuable for those seeking a deeper understanding of its position. The synthesis of these changes underscores the importance of staying attuned to both internal data revisions and external global trends when evaluating Southern Co’s future prospects.

Signals & dispatch

peak dispatch · —

Composite-score breakdown

Synthesis

Business

Southern Co (SO.O) is an electric utility company operating within the Utilities sector. The firm is headquartered in the United States and is primarily listed on the NASDAQ exchange. Specific details regarding its operating segments and geographic mix are not provided in the available data.

Classification99 %

SectorUtilities

Industry groupElectric Utilities

AI synthesis

GENERATED

SO.BK maintains a debt-to-equity ratio of 1.03, indicating a balanced capital structure with moderate leverage. The company's liquidity position is assessed as medium, with a current ratio of 1.08, suggesting it can cover short-term obligations but with limited buffer. Free cash flow of 283.6 million THB supports operational flexibility, though net cash is negative after subtracting total debt.

Profitability metrics show a return on equity (ROE) of 20.35% and a return on assets (ROA) of 9.03%, both exceeding the typical thresholds for the Employment Services industry. These figures suggest strong asset utilization and efficient capital deployment relative to industry norms.

The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to regional economic fluctuations and sector-specific risks. No material revenue is attributed to international markets.

Growth trajectory is constrained by a flat revenue outlook, with no significant year-over-year changes reported in the latest financials. Historical revenue growth has been modest, and no material expansion into new markets or segments is evident. The company's capital expenditure of -38.4 million THB indicates a reduction in investment, which may signal a focus on cost control rather than growth.

Risk factors include a medium liquidity risk due to the current ratio of 1.08 and a negative net cash position after debt. Dilution risk is assessed as low, with no recent share issuance or dilutive events reported. No material regulatory or geopolitical risks are disclosed in the latest filings.

Recent events include the publication of the latest financial report, which disclosed the company's financial position and performance. No material changes in management, strategy, or regulatory environment have been reported in the most recent filings or transcripts.

Key takeaways

SO.BK demonstrates strong profitability with ROE of 20.35% and ROA of 9.03%.
The company maintains a balanced capital structure with a debt-to-equity ratio of 1.03.
Revenue is concentrated in a single segment, increasing exposure to sector-specific risks.
Growth is limited by flat revenue and reduced capital expenditure.
Liquidity is moderate, with a current ratio of 1.08 and negative net cash after debt.

Bull / Bear case

Generated · model-assisted

— missing data

In focus — financials by report

Valuation

Market price

$4,66

Market cap

—

Enterprise valueⓘ

—

P/Eⓘ

—

Non-GAAP P/Eⓘ

—

EV / Revenueⓘ

—

EV / Op incomeⓘ

—

EV / OCFⓘ

—

P / Bⓘ

—

P / Tangible bookⓘ

—

Tangible book

$1.12B

Net cashⓘ

-$1.15B

Current ratioⓘ

1.1

Debt / equityⓘ

1.0

ROAⓘ

9.0%

ROEⓘ

20.3%

Cash conversionⓘ

215.0%

CapEx / revenueⓘ

-1.4%

SBC / revenueⓘ

—

Dilution ratioⓘ

0.0%

Revenue by segment

Business relationships

— missing data

Supply chain

— missing data

Peer comparison

Peer comparison7 peers · vs SO · multiples and returns

TTE—

TTE.HM

$87,66

—

P/E

—

— vs self

Div yield

—

— vs self

ROE

—

— vs self

KEP—

Korea Elec Power Corp

—

P/E

—

— vs self

Div yield

—

— vs self

ROE

—

— vs self

GEV—

GE VERNOVA INC.

$1 014,57

274,9B USD

P/E

60,6x

+35,5 vs self

Div yield

0,1 %

-2,9 vs self

ROE

40,8 %

+30,0 vs self

DUK—

Duke Energy Corp

$124,28

96,7B USD

P/E

19,8x

-5,3 vs self

Div yield

3,3 %

+0,3 vs self

ROE

9,6 %

-1,3 vs self

NRG—

Nrg Energy Inc

$138,47

28,8B USD

P/E

37,3x

+12,2 vs self

Div yield

1,1 %

-1,9 vs self

ROE

17,7 %

+6,9 vs self

NEE—

NextEra Energy, Inc.

$86,55

181,1B USD

P/E

80,6x

+55,5 vs self

Div yield

2,7 %

-0,3 vs self

ROE

4,0 %

-6,9 vs self

PCG—

PCG

$17,39

39,7B USD

P/E

—

— vs self

Div yield

—

— vs self

ROE

—

— vs self

Market position

Stress test

— missing data

Predictor forecast

Next quarternear-term

Earnings · next quarterconf 45 %

EPS

Consensus EPS

4,58

Predicted surprise

-0,03

Beat probability

45 %

Analysts

Other metrics

Revenue

—

no estimate

Segment revenue

—

no estimate

Margin

—

no estimate

Segment margin

—

no estimate

revision ratio 0,00 · as of 2026-07-03 · Earnings Surprise V1

Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.

Probabilistic model output — not investment advice. · generated 2026-08-04

Options

— missing data

Short squeeze

— missing data

Earnings-call key lines

— missing data

Estimate revisions

consensus EPS · 26-week trend

— missing data

Sell-side observations

Low$76,00

Mean$100,05

Median$101,00

High$114,00

Spot$4,66

+2047.0 %implied to mean12-month sell-side price targets · ▲ spot

Themes

— missing data

ESG

— missing data

Risk factors

Dilution riskLow

Liquidity riskMedium

Filing-based flags

Net cash is negative after subtracting total debt.

Benchmarks vs cohort

Op Margin10,1 %Below median

Net Margin8,0 %Above median

ROE20,3 %Best in class

Capex / Rev-1,4 %Above P75

D/E1,03Below median

Cash Conv2,15Above median

Corporate actions / M&A

— missing data

FX exposure

— missing data

Comparable transactions

— missing data

Derivatives & instruments

Derivative transactions

Net disposed 8 080 sh7 exercises · 26 grants17 insiders

Thomas LizanneDirector · Deferred Stock Units Holding → Southern Company Common StockAcquired 473grant · 2026-07-01
MEADOR DAVID EDirector · Deferred Stock Units Holding → Southern Company Common StockAcquired 802grant · 2026-07-01
Akella JanakiDirector · Deferred Stock Units Holding → Southern Company Common StockAcquired 473grant · 2026-07-01
EARLEY ANTHONY F JRDirector · Phantom Stock Units → Southern Company Common StockAcquired 230grant · 2026-07-01
Cooper Shantella E.Director · Deferred Stock Units Holding → Southern Company Common StockAcquired 473grant · 2026-07-01
EARLEY ANTHONY F JRDirector · Deferred Stock Units Holding → Southern Company Common StockAcquired 473grant · 2026-07-01
SMITH WILLIAM G JRDirector · Deferred Stock Units Holding → Southern Company Common StockAcquired 867grant · 2026-07-01
Etheredge James ODirector · Deferred Stock Units Holding → Southern Company Common StockAcquired 473grant · 2026-07-01
GRAIN DAVID JDirector · Deferred Stock Units Holding → Southern Company Common StockAcquired 854grant · 2026-07-01
Turner John M JRDirector · Deferred Stock Units Holding → Southern Company Common StockAcquired 802grant · 2026-07-01
Svinicki Kristine LDirector · Deferred Stock Units Holding → Southern Company Common StockAcquired 473grant · 2026-07-01
JOHNS JOHN DDirector · Deferred Stock Units Holding → Southern Company Common StockAcquired 473grant · 2026-07-01
Sena Peter P IIIChairman,President & CEO, SNC · Performance Restricted Stock Units → Southern Company Common StockDisposed 667exercise · 2026-06-28
WOMACK CHRISTOPHER CChairman, President & CEO · Performance Restricted Stock Units → Southern Company Common StockDisposed 6 898exercise · 2026-05-24
Kim Matthew M.Comptroller · Southern Co Restricted Stock Units → Southern Company Common StockDisposed 13exercise · 2026-04-01
Kim Matthew M.Comptroller · Southern Co Restricted Stock Units → Southern Company Common StockDisposed 23exercise · 2026-04-01
SMITH WILLIAM G JRDirector · Deferred Stock Units Holding → Southern Company Common StockAcquired 851grant · 2026-04-01
MEADOR DAVID EDirector · Deferred Stock Units Holding → Southern Company Common StockAcquired 787grant · 2026-04-01
Svinicki Kristine LDirector · Deferred Stock Units Holding → Southern Company Common StockAcquired 464grant · 2026-04-01
Thomas LizanneDirector · Deferred Stock Units Holding → Southern Company Common StockAcquired —grant · 2026-04-01
Klein Dale E.Director · Deferred Stock Units Holding → Southern Company Common StockAcquired 464grant · 2026-04-01
Etheredge James ODirector · Deferred Stock Units Holding → Southern Company Common StockAcquired 464grant · 2026-04-01
EARLEY ANTHONY F JRDirector · Deferred Stock Units Holding → Southern Company Common StockAcquired 464grant · 2026-04-01
EARLEY ANTHONY F JRDirector · Phantom Stock Units → Southern Company Common StockAcquired 298grant · 2026-04-01
Cooper Shantella E.Director · Deferred Stock Units Holding → Southern Company Common StockAcquired 464grant · 2026-04-01

Actions

Set alert Open in charts

Ask Handelsavisen

— missing data

Data sources

Market data
Market data cache
Issuer disclosures
Public news
Earnings transcripts
Consensus estimates
ESG data

How metrics are computed

Dilution Ratio
(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
Net Cash
cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
Capex To Revenue
capital_expenditure / revenue
Return On Equity
net_income / total_equity
Debt To Equity
(short_term_debt + long_term_debt) / total_equity
Cash Conversion Ratio
operating_cash_flow / net_income

Source documents

SO.BK Market data — financials · 2026-05-29

Ownership & reference

Leadership

Nattaphol VimolchalaoChief Executive Officer, Executive Director

Insider activity

Net selling0 buys · 7 sellsnet -$4,8M9 insiders · last 365d

Kim Matthew M.Comptroller · Southern Company Common StockSold 100 @ $95,77$10K · 2026-07-01
Sena Peter P IIIChairman,President & CEO, SNC · Southern Company Common StockOther 712 · 2026-06-28
Sena Peter P IIIChairman,President & CEO, SNC · Southern Company Common StockOther 316 @ $97,16$31K · 2026-06-28
Kim Matthew M.Comptroller · Southern Company Common StockSold 100 @ $91,16$9K · 2026-06-01
WOMACK CHRISTOPHER CChairman, President & CEO · Southern Company Common StockOther 7 662 · 2026-05-24
WOMACK CHRISTOPHER CChairman, President & CEO · Southern Company Common StockOther 3 414 @ $94,55$323K · 2026-05-24
Kim Matthew M.Comptroller · Southern Company Common StockSold 100 @ $96,57$10K · 2026-05-01
Kim Matthew M.Comptroller · Southern Company Common StockOther 82 @ $96,94$8K · 2026-04-01
Kim Matthew M.Comptroller · Southern Company Common StockOther 82 · 2026-04-01
Greene Kimberly S,Chairman, President & CEO, GPC · Southern Company Common StockSold 25 000 @ $96,67$2,4M · 2026-03-30
Cummiskey ChristopherEVP · Southern Company Common StockSold 6 669 @ $96,55$644K · 2026-03-19
Connally Stan WEVP & COO · Southern Company Common StockSold 12 500 @ $97,13$1,2M · 2026-03-18
Drake Sloane NEVP & CHRO · Southern Company Common StockOther 633 @ $97,48$62K · 2026-03-08
Drake Sloane NEVP & CHRO · Southern Company Common StockOther 1 420 · 2026-03-08
Spainhour Sterling A Jr.EVP & CLO · Southern Company Common StockOther 6 330 @ $97,64$618K · 2026-03-06
EARLEY ANTHONY F JRDirector · Southern Company Common Stock HoldingOther 15 000 · 2026-02-26
Kim Matthew M.Comptroller · Southern Company Common StockSold 5 123 @ $95,15$487K · 2026-02-24
WOMACK CHRISTOPHER CChairman, President & CEO · Southern Company Common StockOther 6 772 @ $90,86$615K · 2026-02-16
WOMACK CHRISTOPHER CChairman, President & CEO · Southern Company Common StockOther 62 223 · 2026-02-16
WOMACK CHRISTOPHER CChairman, President & CEO · Southern Company Common StockOther 27 715 @ $90,86$2,5M · 2026-02-16
WOMACK CHRISTOPHER CChairman, President & CEO · Southern Company Common StockOther 13 751 · 2026-02-16
WOMACK CHRISTOPHER CChairman, President & CEO · Southern Company Common StockOther 117 327 · 2026-02-16
WOMACK CHRISTOPHER CChairman, President & CEO · Southern Company Common StockOther 52 259 @ $90,86$4,7M · 2026-02-16

Short positioning

36.6Mshares short-2.2% vs prior

8.44days to cover

73.2%short of daily vol

3.0Kfails-to-deliver

as of 2026-07-15 · short-interest report (free)

Index membership

S&P 500United States

Geographic breakdown

— missing data

Listings · one canonical issuer all listings resolve to the canonical

SO.BKCanonical

SET (Bangkok) · USD

Intel & risk

PredictorBeat prob45 %Surprise-0,03Full forecast →

peak dispatch · —

OSINT findings

Dilution riskLow

Liquidity riskMedium

Net cash is negative after subtracting total debt.

Evidence & claims

From filings & derived data

Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 7.7%Derived (calculated)
Revenue (YoY) (2025-12-31 vs 2024-12-31): 10.6%Derived (calculated)
Net income (YoY) (2025-12-31 vs 2024-12-31): -1.4%Derived (calculated)
Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 8.5%Derived (calculated)
Total assets (YoY) (2025-12-31 vs 2024-12-31): 7.3%Derived (calculated)
Operating income (YoY) (2025-12-31 vs 2024-12-31): 3.1%Derived (calculated)
Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 0.1%Derived (calculated)
Net margin (FY 2025-12-31): 14.7%Derived (calculated)
Debt-to-equity (FY 2025-12-31): 3.24xDerived (calculated)
Capex (YoY) (2025-12-31 vs 2024-12-31): 42.2%Derived (calculated)
EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): -1.8%Derived (calculated)
EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): -2.0%Derived (calculated)
Return on assets (FY 2025-12-31): 2.8%Derived (calculated)
Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 53.2%Derived (calculated)
Return on equity (FY 2025-12-31): 12.1%Derived (calculated)
Current ratio (FY 2025-12-31): 0.65xDerived (calculated)
Current liabilities (annual): USD 16.89BSEC XBRL filing
Current assets (annual): USD 10.92BSEC XBRL filing
Cash & equivalents (annual): USD 1.64BSEC XBRL filing
Capex (annual): USD 12.74BSEC XBRL filing
Total liabilities (annual): USD 116.85BSEC XBRL filing
Shareholders' equity (annual): USD 36.02BSEC XBRL filing
Net income (annual): USD 4.34BSEC XBRL filing
EPS (diluted) (annual): USD-PER-SHARES 4SEC XBRL filing

Showing 24 of 60 surfaced claims.

Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

The Thread

Everything we know, in order

2026-08-04 04:07 UTCSAGAUS-Iran Conflict Escalation Military clashes in the Strait of Hormuz and stalled diplomatic efforts heighten global market and economic uncertainty.

2026-08-03 20:04 UTCSAGAChina US Export Controls Beijing imposes export restrictions on ten US defence and rare earth firms, escalating trade tensions and critical supply chain disputes between the two economic powers.

2026-08-03 08:25 UTCSAGAMiddle East Ceasefire Efforts Military clashes and diplomatic moves in Lebanon and Iran threaten fragile ceasefire agreements and regional stability.

2026-08-03 06:54 UTCNEWSExplosion reported in Strait of Hormuz as shipping risk premiums hold → Blasts near Qeshm Island reignite fears for the world's key energy chokepoint, keeping pressure on Brent crude and tanker freight rates.

2026-08-02 08:05 UTCNEWSShipping container washes ashore in Sri Lanka as Gulf of Aden piracy risk persists → A container found on a Sri Lankan beach underscores ongoing maritime security concerns, coinciding with the seizure of a chemical tanker in the Gulf of Aden.

2026-08-02 07:05 UTCSAGAIran Rejection Hormuz Risk Iran rejects proposed ceasefire deal, sustaining Strait of Hormuz shipping risk and energy market volatility amid stalled diplomacy.

2026-07-31 04:36 UTCFILINGMaterial 8-K

2026-07-30 00:00 UTCTRANSCRIPTEarnings call — Q3 2026

2026-07-30EVENTQ2 2026 earnings (expected) estimated date

2026-07-29 15:16 UTCNEWSEicher Motors approves ₹1,225 crore Andhra plant expansion as Q1 profit rises 21% → The Royal Enfield maker signals aggressive capacity growth in India’s southern hub, underpinned by strong first-quarter earnings momentum.

2026-07-29 03:15 UTCNEWSGlobal health funding cuts threaten medicine development pipeline → Donor withdrawals expose structural fragility in the financing of treatments for low-income markets, raising questions about long-term supply security.

2026-07-24 21:40 UTCNEWSUruguay coordinates national response as Super El Niño intensifies → President Yamandú Orsi convenes emergency protocols with regional governors as the WMO warns of rapid ocean warming through September.

2026-07-24 08:12 UTCNEWSSomali pirates hijack Tanzanian tanker in Gulf of Aden, reigniting route risk → The seizure of the MT Asana underscores persistent security threats in the Gulf of Aden, keeping pressure on shipping insurance premiums and energy logistics.

2026-07-23 23:35 UTCNEWSExplosions reported near Strait of Hormuz as Iran blames US missiles → Blasts near Qeshm Island heighten shipping risk in the world's key energy chokepoint, with no independent verification of the cause.

2026-07-23 18:30 UTCNEWSSomali pirates seize chemical tanker Asana with German crew, escalating Horn of Africa shipping risk → Hormuz shipping pressure kept tanker-route exposure in focus.

2026-07-23 08:57 UTCNEWSSouthern Copper clears regulatory hurdle for El Pilar mine in Mexico → Permits secured for the US$551 million project in Sonora, adding to the miner's capital deployment pipeline alongside its stalled Peruvian operations.

2026-07-17 11:01 UTCNEWSChemical tanker seized off Yemen in suspected Somali pirate hijack → Hormuz shipping pressure kept tanker-route exposure in focus.

2026-07-16 14:56 UTCNEWSBTG Pactual launches Uruguay operations after HSBC acquisition → Brazil's largest investment bank expands its regional footprint, marking a new phase in Latin American banking consolidation.

2026-07-16 14:13 UTCNEWSPort of Churchill resumes grain shipments after six-year hiatus as expansion plans advance → Arctic Gateway Group restarts operations at the Hudson Bay gateway, signaling a potential shift in Canadian export logistics and northern trade route viability.

2026-07-16 12:49 UTCNEWSHandelsavisen revises Southern Co thesis after sector classification audit → Internal data correction prompts re-analysis of the utility giant, with Handelsavisen’s composite score holding at 70.9/100.

2026-07-13 09:03 UTCSAGAIran US Gulf Escalation Iran launches retaliatory strikes on US Gulf military assets, escalating regional conflict and triggering immediate risks for energy supply chains and shipping routes.

2026-07-10 14:07 UTCNEWSTyphoon Bavi death toll rises to 15 in Philippines as storm tracks toward East Asia → Escalating emergency protocols in China and Taiwan follow the storm's deadly landfall, raising concerns for regional shipping and supply chains.

2026-07-09 20:22 UTCNEWSIran strikes US Gulf targets as Khamenei funeral heightens shipping risk → Iran says it hits U.S. military targets in Gulf, buries slain leader Khamenei.

2026-07-09 12:11 UTCNEWSIran strikes US Gulf targets, escalating regional conflict → Retaliatory attacks on military infrastructure heighten shipping risks in the Gulf, keeping pressure on energy markets.

2026-07-06 09:00 UTCNEWSMagnitude 5.8 earthquake strikes Mindanao; no damage expected → The tremor adds to seismic activity in the region following a deadly quake earlier this month, though authorities report no immediate risk.

2026-07-03 09:32 UTCNEWSSouthern Copper Secures $1.25 Billion for Stalled Tía María Mine → Grupo México subsidiary raises capital for the decade-blocked Peru project, signaling a push to restart production despite persistent local opposition.

2026-07-01INSIDERKim Matthew M. sold 100 sh Southern Company Common Stock — Comptroller ~$10k

2026-07-01INSIDERSvinicki Kristine L acquired 473 sh Deferred Stock Units Holding — Director

2026-07-01INSIDERJOHNS JOHN D acquired 473 sh Deferred Stock Units Holding — Director

2026-07-01INSIDERAkella Janaki acquired 473 sh Deferred Stock Units Holding — Director

2026-07-01INSIDEREtheredge James O acquired 473 sh Deferred Stock Units Holding — Director

2026-07-01INSIDERCooper Shantella E. acquired 473 sh Deferred Stock Units Holding — Director

2026-07-01INSIDERSMITH WILLIAM G JR acquired 867 sh Deferred Stock Units Holding — Director

2026-07-01INSIDERMEADOR DAVID E acquired 802 sh Deferred Stock Units Holding — Director

2026-07-01INSIDEREARLEY ANTHONY F JR acquired 230 sh Phantom Stock Units — Director

2026-07-01INSIDERGRAIN DAVID J acquired 854 sh Deferred Stock Units Holding — Director

2026-07-01INSIDERTurner John M JR acquired 802 sh Deferred Stock Units Holding — Director

2026-07-01INSIDEREARLEY ANTHONY F JR acquired 473 sh Deferred Stock Units Holding — Director

2026-07-01INSIDERThomas Lizanne acquired 473 sh Deferred Stock Units Holding — Director

2026-06-30 03:46 UTCNEWSLa Guaira port reopens for aid deliveries after US military repairs → Restoration of Venezuela's key logistics hub signals a shift from emergency response to recovery, though commercial shipping risks remain elevated.

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The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.

Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage

Analyst recommendations

At a glance

What drives this business

News & coverage

Sector rotation

Developing storylines

Analysis

Opportunity

Upcoming catalysts

Pre-earnings brief

Signals & dispatch

Composite-score breakdown

Synthesis

Bull / Bear case

In focus — financials by report

Valuation

Revenue by segment

Market share

Business relationships

Supply chain

Peer comparison

Market position

Stress test

Predictor forecast

Options

Short squeeze

Earnings-call key lines

Estimate revisions

Sell-side observations

Themes

ESG

Risk factors

Benchmarks vs cohort

Corporate actions / M&A

FX exposure

Comparable transactions

Derivatives & instruments

Derivative transactions

Actions

Ask Handelsavisen

Ownership & reference

Leadership

Insider activity

Short positioning

Geographic breakdown

Intel & risk

Evidence & claims

The Thread