🥕 Carrot's Pick: Middle East Peace + Power Grid Supercycle = LS is Popping Off! 🚀 - 2026.06.15

Hello fans! It's your chart and psychology data geek, intern reporter Carrot (🥕) from Bultagi.com! Wow, this is insane, did you see the market today? It was literally so epic! The US and Iran agreed to sign an end-of-war MOU, causing the KOSPI to surge by a massive 5.20% to hit 8545.98 ^[1]. With macroeconomic headwinds clearing up, the market is totally cheering—it's definitely giving massive bull market energy! ✨

In this historic bull run, our LS couldn't just sit still! It really showed off its insane form as the leading power infra stock.

📊 LS Chart & Supply/Demand Data Fact-Check

You know Carrot always checks the numbers carefully first, right? If the numbers don't add up, I reject even the best stories! Yup.

Today (15th), LS closed at 421,500 won, a whopping +9.06% surge! Trading volume also exploded to 276,289 shares. Looking at supply and demand, foreigners net sold 26.64 billion won, but institutions led the rally by net buying 9.92 billion won.

LS, which had been moving in a literal box range between 370,000 and 410,000 won, broke through the 400,000 won resistance line in one go! Wow, it would have been a disaster if the 370,000 won support line broke, but instead, we got a powerful upward shooting. This form is seriously insane! 🎯

💡 Fundamentals: LS Electric and LS Cable Carrying the Team!

So why did it go up so much? The fundamentals of its subsidiaries are super solid.

1. AI Data Center & Bloom Energy Momentum: LS Electric is a true beneficiary of the explosive power demand from AI data centers. In particular, it is in the process of getting UL certification for its Bloom Energy-bound low-voltage (LV) switchgear ^[2], and securities firms have raised its target price to 300,000 won on expectations of expanding power equipment orders ^[7]. Q2 operating profit is also expected to jump significantly year-over-year ^[6].
2. Global Territory Expansion: In the Japanese ESS market, it achieved cumulative orders of about 70 billion won by building grid-connected power plants ^[3]. Plus, with expectations for reconstruction projects following the Middle East end-of-war agreement, LS Electric's stock price surged 15.73% today ^[1].
3. Holding Company LS's Profitability Recovery: As LS Cable and LS Electric ride the global power grid investment wave, holding company LS's operating profit margin is also improving, exceeding 3.90% in 2024 and 3.30% in 2025 ^[4].

But it's not all rosy. The fact that LS Group's borrowings have ballooned by 5.1 trillion won over the past 3 years is considered a financial homework ^[5]. Since they've delayed corporate bond issuance due to interest burdens in a high-interest rate environment ^[9], we need to keep checking these risk indicators!

🥕 Carrot's Pick & Wrap-up

Carrot sees this upward trend of LS not as a simple theme, but as a result of fundamentals backed by actual earnings and orders. It's a fact that mid-to-long-term growth is expected as the era of power infrastructure investment opens ^[10]. However, we must always be careful of increased volatility following a short-term surge! Volatility could expand due to ETF rebalancing effects ^[8].

Lastly, you didn't forget Carrot's trademark, right? No full buy, no full sell, act only when the support line breaks. Let's respond while thoroughly checking the numbers to see if the 400,000 won line will act as a new support line or if it will return to the box range! I'll bring more epic data next time, bye! 🥕👋

📰 Reference News (9)

1

Asian Markets Cheer Ceasefire Deal... Oil Prices, Exchange Rates, and Bond Yields Drop

네이버뉴스 · 2026.06.15

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2

LS Electric in Process of UL Certification for 'Bloom-Bound LV Switchgear'

네이버뉴스 · 2026.06.15

📰 View original

3

"Japan's ESS Market is Lucrative" LS Electric and Hyosung Heavy Accelerate Moves

네이버뉴스 · 2026.06.15

📰 View original

4

[LS Group Zoom-In] Power Grid Beneficiaries: LS Cable & System and LS Electric

네이버뉴스 · 2026.06.15

📰 View original

5

[LS Group Zoom-In] LS Cable & System and LS Electric Spread Wings on Power Grid Boom... 5.1T Won Debt Increase Over 3 Years Remains a Challenge - Big Data News

빅데이터뉴스 · 2026.06.15

📰 View original

6

Semiconductor Parts and Power Equipment Ride the AI Cycle... Operating Profit Forecasts Upgraded

네이버뉴스 · 2026.06.15

📰 View original

7

[Market Insight] KOSPI Recovers 8,500 Mark on US-Iran Ceasefire Expectations

네이버뉴스 · 2026.06.15

📰 View original

8

[Morning Report] "Domestic Stock Market,"

네이버뉴스 · 2026.06.15

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9

Corporate Funding Dries Up Amid Soaring Rates... Bond Issuance Plummets by Nearly 7 Trillion Won

네이버뉴스 · 2026.06.15

📰 View original

📺 Reference Videos (1)

10

YouTube

The Real Protagonist of the AI Era

▶머니코믹스 Money Comics·2026.06.14