LS Electric (010120): Still Juicy
LS Electric has graduated from being a utility company into AI and data center value chain. At 1.2x PEG, supported by a great demand from the US,...
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South Korean REITs May Have Bottomed
There are signs that the South Korean REIT market may have bottomed in the past 3-6 months after significant market underperformance from 2021 to...
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Primer: LS Electric (010120 KS) - Apr 2026
Strategic Pivot to High-Growth Sectors: LS Electric is capitalizing on the global electrification and automation trends, with a strong focus on...
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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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KRX Foreign Holding Weekly (Oct 2nd): SK Hynix, Samsung Electronics, Woori Financial
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Samsung Electronics, Woori Financial,...
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