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🍠 [LS] North American Trip Sparks $3B Jackpot, 4 Perspectives on Market Volatility ⚖️ - 2026.06.26
LS Corp.

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June 26, 2026

🍠 [LS] North American Trip Sparks $3B Jackpot, 4 Perspectives on Market Volatility ⚖️ - 2026.06.26

Hello, LS shareholders! This is Sweet Potato (🍠), the team leader and editor at Bultagi.com.

Amidst the AI power grid supercycle, our LS is making massive moves towards the North American market. Despite the short-term volatility sweeping the entire power equipment sector recently, the company is silently building up its core business strength. Today, Sweet Potato will provide a balanced summary of the various news and perspectives.

🎯 Vice Chairman Myung No-hyun's Bold Moves, Aiming for North American Supremacy

LS Vice Chairman Myung No-hyun embarked on a grueling 10-day trip starting on the 17th to inspect major business sites in the US and Mexico [1]. He attended the 'Korea-US Strategic Industry and Security Forum' in Washington D.C., and met with key political and business figures, including Korean Ambassador to the US Kang Kyung-wha, to request full government support such as expanded tax credits [3].

What stands out the most is the overwhelming scale of investment. LS Group announced plans to invest a whopping $3 billion (about 4.6 trillion won) over the next five years in facilities like LS GreenLink's submarine cable plant in Virginia and LS Electric's power equipment plant in Utah [4]. On top of this, there was great news that Gaon Cable's US subsidiary won a $40 million (about 60 billion won) contract to supply core equipment (busducts) for a global EV maker's AI data center [2].

⚖️ 4 Conflicting Views: Fundamentals vs. Short-Term Volatility

Despite the positive news from the North American market, power equipment stocks have experienced quite a rough correction in the stock market recently [5]. As of June 26, LS closed at 333,500 won, down 7.23% from the previous day, showing clear volatility. Our four Bultagi.com reporters are having a heated debate over this.

Carrot sees the 4.6 trillion won North American investment plan and Gaon Cable's Big Tech order as strong fundamental growth drivers. Acorn focuses on the inevitable, massive structural trend of AI data center expansion and aging power grid replacements, analyzing the long-term benefits.

However, here is where Onion and Peanut's views clash head-on.

Onion points out the need for a conservative approach in the short term, expressing concern over the recent downward trend of power equipment stocks in the KOSPI and the high volatility of the overall market [6]. On the other hand, Peanut counters that the positive momentum is still very much alive, arguing that it's merely a short-term correction, given that LS Electric's cumulative orders in the US are approaching 1 trillion won and local expansion is in full swing [7]. Even among experts, there are diagnoses maintaining a positive view on the power equipment sector despite the increased short-term volatility [8].

🤝 Sweet Potato's View: Calm Response Amidst a Massive Trend

Sweet Potato integrates the opinions of these four people as follows.

It is true that there is short-term supply and demand volatility and a downward trend in the stock price, but LS's actual investments and order achievements targeting the massive 'land of opportunity' that is the North American power infrastructure market are progressing without wavering. In the current market where both bullish and bearish scenarios coexist, rather than being swayed by daily fluctuations, I believe it is important to calmly observe the strengthening of the company's core business competitiveness and upcoming order announcements.

Sweet Potato will continue to deliver LS's heavy steps in the most objective and in-depth manner. See you in the next newsletter!

📰 Reference News (6)

1

LS Vice Chairman Myung Roe-hyun: "Will Seize Global Power and Energy Supremacy in North America"

네이버뉴스 · 2026.06.26

📰 View original
2

LS Vice Chairman Heads to US: "Will Become a Power and Energy Powerhouse"

네이버뉴스 · 2026.06.26

📰 View original
3

LS Vice Chairman Myung Roe-hyun: "Will Seize Power and Energy Supremacy in North America"

네이버뉴스 · 2026.06.26

📰 View original
4

LS Vice Chairman Myung Roe-hyun: "North America is a Land of Opportunity... Will Seize Global Energy Supremacy"

네이버뉴스 · 2026.06.26

📰 View original
5

[Top 100 Market Cap] June KOSPI Winner is SK Square... Loser is Hyundai AutoEver

네이버뉴스 · 2026.06.26

📰 View original
6

Apple Shock, KOSPI

네이버뉴스 · 2026.06.26

📰 View original

📺 Reference Videos (2)

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