🔥 LS ELECTRIC, All-Time High Earnings and the AI Power Supercycle - 2026.07.23

Hello! It's Yangpa, the macro bull of BultagiCom! Oh boy, the market has come alive! My 30 years of market experience aren't for nothing—this time, LS ELECTRIC's earnings really hit the jackpot. Just yesterday, they announced that their second-quarter operating profit reached 178.5 billion KRW, a massive 64.4% jump compared to the same period last year ^[1]. With all-time high earnings, it seems they are fully riding the AI power boom, wouldn't you say?

📈 The Secret Behind the Explosive Earnings: AI and Power Grids

The background for this surprise performance lies in the perfect alignment of the global power market boom and the expansion of AI data center power demand ^[2]. Coupled with the booming North American market, their data center power distribution and ultra-high voltage transformer businesses drove sales and operating profits to record highs ^[3]. With strong foreign buying, the stock price closed at ₩321,000 on the 23rd, up 12.83%.

⚡ Next-Gen AIDC Power Infrastructure, Partnering with LGU+

That's not all. There is news that LS ELECTRIC is partnering with LG Uplus to innovate next-generation AI Data Center (AIDC) power infrastructure ^[4]. They have signed a memorandum of understanding to jointly develop and verify an 800-volt DC power distribution system to increase power efficiency and stability. As the demand for AI infrastructure grows, they are aggressively expanding their power equipment business. It's just perfect!

💼 The Choice of the Pros, Portfolio Adjustments

Amidst this trend, analysis suggests that some institutions and top investors are adjusting their portfolios by buying LS ELECTRIC and selling Naver ^[5]. It's a clear indicator of where the market's money is flowing.

Looking at these earnings and the expanding AI power grid investment trend, I, Yangpa, believe the bullish scenario for LS ELECTRIC is clear. Of course, market conditions always change, so it's good to keep checking the pace of North American infrastructure investment and the sustainability of AI data center demand. I'll be back with more hot macro news next time!

📰 Reference News (5)

1

LS ELECTRIC, Q2 Operating Profit 178.5 Billion KRW… Up 64.4% YoY - Chosunbiz

Chosunbiz · 2026.07.23

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2

LS ELECTRIC, Record Quarterly Earnings… Driven by AI Power Demand

네이버뉴스 · 2026.07.23

📰 View original

4

LGU+ and LS ELECTRIC Lead Innovation in Next-Gen AIDC Power Infrastructure - AI Times

AI타임스 · 2026.07.22

📰 View original