Iljin Electric (103590) Stock Outlook 2026: Riding the Grid Super-Cycle vs. the Execution Question
Iljin Electric (KOSPI 103590) 2026 stock outlook. A deep, qualitative look at its two engines — extra-high-voltage transformers and HV power cable — plus US and EU grid capex, AI-datacenter power demand, transformer shortages, backlog visibility, and the execution and input-cost risks a foreign investor must weigh.