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5-Minute Pitches

Sempra: A Safe Utility Way To Ride The Data Center Power Boom

Regulated rate-base growth, asset-sale-funded capex, and strong momentum support upside.

Photo by Антон Дмитриев / Unsplash

Elevator Pitch

SRE is poised for healthy growth of its rate base
Sale of non-core assets can fund growth capex and de-risk the business
SRE is at a slightly higher valuation multiple than usual
The bullish momentum is very healthy

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