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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, including order intake...
What is covered in the Full Insight:
- Key charts
- Investment strategy and valuation
- A new perspective on the power infrastructure sector
- EHV equipment remains the clear beneficiary
- Top pick: Hyosung Heavy Industries, followed by HD Hyundai Electric
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Full Insight
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- Power Infrastructure (Overweight/Initiate)Still Plenty of Runway Ahead25 Jul 2026
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