Allison Transmission (ALSN) 2026 stock analysis: the near-monopoly in medium- and heavy-duty automatic transmissions, aftermarket and defense recurring revenue, buyback-driven capital return, and the long-term electrification threat versus the eGen pivot.
A qualitative deep-dive on Jeryong Electric (033100) for 2026: the U.S. aging-grid replacement wave, AI data-center power demand, the transformer supply bottleneck, its distribution-transformer product mix, the cyclical valuation trap, and how to tell where the cycle really stands.
A 2026 stock outlook for Hyundai Wia (KRX: 011210) written for global and US-based investors. We break down its auto-parts business (engines, CV joints, 4WD, integrated thermal modules), machine tools, defense work, the electrification opportunity and risk, Hyundai/Kia sales dependency, valuation, dividends, and group-concentration risk.
Eaton (ETN) 2026 stock outlook. Electrical Americas margin durability, hyperscale data center power demand, Tripp Lite integration, aerospace cycle, IRA electrification tailwind, Roth IRA strategy.