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June 10, 2026
🚀 [LS] Unfazed by the KOSPI Crash! AI Power Grid Super Cycle Full Speed Ahead 🔥 - 2026.06.10
Hello, LS fans! It's Manager Yangpa, a 30-year market veteran and macro bull! 🧅 Hey hey~ The KOSPI dropped frighteningly today, but our power equipment sector, oh ho, the market is alive! The bell of opportunity is ringing! What did I tell you~ I said we need to react fastest to macro tailwinds, right? I'll summarize all the news the market is applauding today, so listen up!
🚀 The Power Grid Renaissance Launched by AI Data Centers! Spot on!
Right now, power demand is literally exploding due to the North American AI data center construction boom [1]. As global big tech companies like Meta increase their investments, a shortage of power equipment supply is occurring, and this trickle-down effect is pouring straight into our Korean companies [3].
The combined Q1 order backlog of the top 3 domestic power equipment companies exceeded a whopping 32 trillion won, setting an all-time high [1]. Power equipment orders are full? My belly is full too, doesn't that count as a backlog~ I'm not joking! Haha. Anyway, analysis shows that this upward trend is not just a simple short-term theme, but the early stage of a structural change in power infrastructure [2].
📈 A Haven in the Crash? Institutions Pouring Love Calls to LS!
The KOSPI plunged more than 4.5% today, even triggering a sell sidecar. However, LS Electric, a power infrastructure stock, surged over 10% in early trading and closed strongly with a 7.52% increase [4]. Institutional investors sent concentrated love calls, firmly placing it at the top of the net buying list [5].
The holding company, LS, also closed up 0.39% at 389,000 won today, solidly supported by institutional net buying of 8.54 billion won. Seeing them show such strength even in a down market makes me even more confident in the bullish scenario! A YouTube channel also highlighted the low-buying opportunity and super cycle trend in the power equipment sector [11].
🌍 Expanding Global Territory and Equipping Eco-Friendly Weapons!
There's no hesitation in penetrating the global market either. To break through the carbon-neutral trade barriers of advanced countries like Europe, LS Electric announced that it will convert all insulation parts materials of its power distribution equipment to eco-friendly 'halogen-free' within 2026 [6].
Their overseas expansion results are also dazzling! They are expanding their influence in the power infrastructure market, such as HVDC and ESS, in Vietnam's power grid upgrading project [7], and are also boosting their competitiveness in the Middle East market by acquiring certification from the Dubai Electricity and Water Authority (DEWA) official testing laboratory [8].
💼 Expanding Appearance with Group Synergy!
The group-level support fire is also solid. LS Securities, the only securities firm in the pan-LG family, aggressively increased its short-term borrowing limit to 4.08 trillion won as it entered its third year of launch [9]. This is all a strategy to maximize synergy within the group by expanding the underwriting of corporate bonds for affiliates like LS Cable & System and LS Electric [9]. Furthermore, LS Electric is leading technological innovation by co-hosting a joint forum with UNIST for the AI transformation of manufacturing [10].
Isn't this something the market should applaud~! Yangpa thinks that LS's bullish scenario is clear based on its overwhelming order backlog and global expansion trend. Look forward to it, as this aggressive investor, Manager Yangpa, will bring you the hottest news the fastest! 🔥
📰 Reference News (10)
3 K-Power Equipment Makers Hit Record 32T Won Q1 Backlog on AI Boom, Set to Grow Further with EU 'Green' and Middle East 'Rebuilding' Demand
네이버뉴스 · 2026.06.10
📰 View original
LS ELECTRIC Gets Twin Boost from Power Equipment and ESS... Green Light for Global Top-Tier Leap
네이버뉴스 · 2026.06.10
📰 View originalMeta Cuts White-Collar Jobs, Goes All-In on Data Centers... Triggering Benefits for Korean Supply Chain - Global Economic
네이버뉴스 · 2026.06.10
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KOSPI Plunges 4.52% to 7730 Level... Samsung Electronics and SK Hynix Weak
네이버뉴스 · 2026.06.10
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[KOSPI Institutions] Strong Love Calls for SK Square and HD Hyundai Electric... Dumping SK Hynix, Samsung Electronics, and Samsung Electro-Mechanics
네이버뉴스 · 2026.06.10
📰 View original
LS Elec to Switch All Insulation Materials to Eco-Friendly Within the Year [Biz360]
네이버뉴스 · 2026.06.10
📰 View originalVietnam Static Converter Market Trends
네이버뉴스 · 2026.06.10
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Major Manufacturing Outlook for 2nd Week of June - Participation and Innovation
네이버뉴스 · 2026.06.09
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Pan-LG Family's LS Securities Aggressively Expands Borrowing in Its 3rd Year
네이버뉴스 · 2026.06.10
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Seeking Solutions for Manufacturing AI Transformation... UNIST Holds Joint Forum
네이버뉴스 · 2026.06.10
📰 View original
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