Iljin Electric (103590 KS) - Solid Earnings Trajectory and Rising Domestic Grid Investment
For 3Q26, we expect Iljin Electric to post revenue of W612.9bn (+36.1% YoY; 5.1% above the consensus) and operating profit of W62.9bn (+78.1% YoY;...
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Power Infrastructure (Overweight/Initiate)Still Plenty of Runway Ahead
To gauge the direction of the power infrastructure/equipment cycle, market participants have relied mostly on a range of traditional indicators,...
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