Onion
June 7, 2026
🔥 Power Equipment Supercycle at Full Speed! LS Electric Arrives at Paju AIDC 🚀 - 2026.06.07
Hello, LS fans! Oh my, oh my~ I didn't watch the market for 30 years for nothing! Market veteran Onion is here today with some piping hot news!
Well, well, recently our LS stock price dropped by 22% in a month due to supply and demand shifting towards semiconductors, closing at 410,500 KRW (-5.74%) on June 5th [7]. But let me tell you, the bell of opportunity is ringing right here! On the 5th, there was a massive net buying of 17.41 billion KRW by foreigners! Foreigners bought it? If they come from foreign lands, they are foreigners, and if they buy, it's a buy! Hahaha, I'm not joking! As an aggressive investor who reacts fastest to macro tailwinds, I, Onion, have no choice but to actively present a bullish scenario when looking at such supply and fundamentals!
🔥 AIDC Order Jackpot, Power Equipment is Alive! 🚀
What did I tell you~ The power equipment supercycle is not over! As of the end of the first quarter, the order backlog of the top 3 domestic power equipment companies reached nearly 37 trillion KRW, and our LS Electric alone filled up 5.6425 trillion KRW [1]. The demand for ultra-high voltage transformers is exploding due to the expansion of AI data centers and the replacement of aging power grids in the US [1].
On top of that, the entire LS Group is securing the North American market and driving performance with an all-in-one value chain from wires to power equipment [5]. And that's not all! They are targeting the European power infrastructure market by participating in 'EM-POWER' held in Germany [4]. They've also fully equipped their eco-friendly lineup by developing a 154kV modular transformer using vegetable insulating oil for the first time in Korea [1]. It's just perfect!
📈 LS Electric Steps Up for LG Uplus Paju AIDC! ☕
AI Data Center (AIDC) infrastructure is all the rage these days, right? LG Uplus is building a 200MW AIDC in Paju, the largest in the metropolitan area, and our LS Electric proudly entered as a core partner! They are jointly developing a DC 800V distribution system with LG Uplus to respond to high-density power environments [2].
This direct current distribution technology, which drastically reduces power loss that occurred in existing alternating current (AC) power grids, is the core of hyperscale data centers [3]. They are not just selling hardware equipment, but also overwhelming competitors by equipping 'soft power' that efficiently operates power systems [6]. In addition, they are thoroughly preparing for the future by participating in a large-scale industry-academia consortium that trains postdoctoral researchers to lead core technologies in the future power and energy sector [8].
Can't you hear the market applauding? Onion believes the bullish scenario driven by LS's power infrastructure business is clear when looking at such overwhelming technological prowess and order backlogs. Don't be swayed by short-term volatility, and let's firmly protect the value of the company!
📰 Reference News (8)
'Order Backlog Nears 40 Trillion Won' K-Power Equipment Accelerates Eco-Friendly Lineup
네이버뉴스 · 2026.06.07
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Paju AI Data Center Building 1 Already...
네이버뉴스 · 2026.06.07
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Targeting 5 Trillion Won in AIDC Sales... LGU+ Bets on Seoul Metro's Largest AI Data Center (Comprehensive)
네이버뉴스 · 2026.06.07
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LS Electric Joins Germany's EM-POWER... Targeting European Power Infrastructure Market - The Guru
더구루 · 2026.06.06
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'AI & Data Center Supercycle'... LS Group Sweeps North America with All-in-One Power Value Chain - Sports Donga
스포츠동아 · 2026.06.06
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[Power Inside] LS Electric's 'Soft Power' is the Hidden Card Overwhelming Competitors - Bloter
블로터 · 2026.06.06
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[Money-Making Economy] Sluggish Nuclear and Power Equipment Stocks... What's the Reason?
네이버뉴스 · 2026.06.06
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"Nurturing Over 120 Postdocs in the Future Power and Energy Sector"
네이버뉴스 · 2026.06.07
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