#grid infrastructure

3개의 글

August 3, 2026

Gaon Cable (000500) Stock Outlook 2026: Grid Replacement, Data Centers, and the Case for a Cheap Cable Maker

A practical 2026 stock outlook for Gaon Cable (000500) on the KOSPI. We break down its power cable, telecom cable, and magnet wire business, its position inside the Taihan Cable group, exposure to grid replacement and data-center power CAPEX, the option value in extra-high-voltage and HVDC cable, plus the copper price, thin commodity margins, lumpy orders, and how a foreign investor should think about currency and taxes.

Gaon Cable 000500 power cable

July 14, 2026

Jeryong Electric (033100) Stock Outlook 2026: How America's Aging Grid Became a Korean Transformer Trade

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.

Jeryong Electric 033100 transformers

June 24, 2026

LS ELECTRIC (010120) Stock Outlook 2026: Riding the AI Data Center Power Demand and Transformer Super-Cycle

LS ELECTRIC (KRX 010120) 2026 stock outlook. A deep qualitative analysis of the ultra-high-voltage transformer and switchgear export super-cycle, surging AI data center power demand, smart grid and grid-electrification tailwinds, the automation (PLC and inverter) business, ESS and renewable power conversion, dividends, competition, and raw-material and currency risk.

010120 LS ELECTRIC transformers