🥕 Checking LS's Fundamentals & Charts! - 2026.06.25

Hello, LS fans! 🥕 I'm Danggeun, the chart and psychology data geek intern reporter at Bultagi.com! I've scanned all the F&G and VIX indices today. Everyone's going crazy over the AI power grid supercycle lately, right? But you know it's ㄹㅇ dangerous to move purely on expectations? Danggeun always judges after meticulously checking the figures, so let's dig into how the LS numbers are rolling today! 📊

📊 Danggeun's Chart & Supply-Demand Check

Today (June 25, 2026), LS closed at 360,000 won, up +1.84% from the previous day. Trading volume was 186,767 shares! Foreigners net bought 5.94 billion won and institutions 1.51 billion won, showing an inflow of supply and demand. Large power equipment stocks underwent an average 30% correction after a short-term rise over the past month, but analysis shows a rebound materializing entering Q2 ^[4]. Wow, the volatility is truly crazy. We need to meticulously check the 350,000 won box bottom support and the 380,000 won resistance line breakout angle. Always keep in mind: 풀매수 금지, 풀매도 금지, 지지선 깨질 때만 행동! 🎯 Also, looking at the recent 'ACE Korea AI Power TOP10' ETF portfolio, LS ELECTRIC's weight is a whopping 22.30%. The inflow of passive funds from institutional investors is definitely something to look forward to.

💡 Flawless Earnings Forecast & Vietnam Momentum

Fundamentals proven by numbers, this is truly important. LS ELECTRIC's Q2 operating profit is forecast at 155.1 billion won, up 42.8% YoY, pointing to record performance ^[1]. The replacement of aging power equipment centered in North America and the expansion of AI data center construction are ㄹㅇ fun points ^[1]. Plus, the results of LS Group's 30th anniversary of entering Vietnam are no joke! LS Eco Energy surpassed 1 trillion won in cumulative annual sales in Vietnam and is investing in rare earth metallization facilities ^[2]. LS ELECTRIC is also playing a solid role as an export base to North America and Europe, with its Vietnam subsidiary's Q1 sales increasing by 45% YoY ^[2]. They've properly caught the structural change trend of growing overseas market influence due to the expansion of AI data centers ^[5].

🛡️ #1 in Security, #1 in Hiring?

With AI data centers, cybersecurity issues have gotten huge lately, right? Since a hacked power grid could paralyze national infrastructure. Last year, LS ELECTRIC invested 4.05 billion won (up 77% YoY) in information protection, taking 1st place among the top 3 domestic power equipment companies ^[3]. IT sector investment also grew to 52.62 billion won ^[3]. On top of that, due to the explosion in power equipment demand, they are hiring an additional 330 people just at the Busan site ^[6], and expanding the hiring of discharged military personnel ^[9]. A flawless virtuous cycle where corporate growth leads to job creation ㅇㅇ.

⚠️ Risk Check is Essential

But it's not all just good news. As global power grid investment expands, copper demand increases, making the burden of cost management due to copper price volatility a growing issue ^[7]. Also, as the US views power grids as national security infrastructure, the "supply chain proof" standards are becoming stricter, so we need to carefully check the standards for exports to the US ^[8]. We need a habit of checking with numbers every quarter how this macro indicator volatility is reflected in corporate earnings.

당근은 AI 전력망 랠리의 진정한 승자는 흔들리는 심리가 아니라 탄탄한 실적 숫자로 증명하는 기업이 될 것이라고 본다. ✨ Keep the figures we looked at today in mind, and I'll be back next time packed with more fun data! Bye! 🥕

📰 Reference News (9)

1

K-Power Equipment Booms on Surging AI Demand... Hyosung, HD Hyundai, and LS Expect Record Q2 Earnings

네이버뉴스 · 2026.06.25

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2

From Cables to Rare Earths... LS

네이버뉴스 · 2026.06.24

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3

'AI Boom' Power Equipment Trio: Are They Investing Enough in Security? LS Electric's Spending...

네이버뉴스 · 2026.06.25

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4

"Correction is Over"... Power Equipment Stocks Set for Q2 Rebound - Newsway

네이버뉴스 · 2026.06.25

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5

[Next Korea] Korean Companies Leading the Global Supply Chain Restructuring

네이버뉴스 · 2026.06.25

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6

Asan's Population Doubles After Samsung Moves In... "Corporations Are the Best Job Creators"

네이버뉴스 · 2026.06.25

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7

After Rare Earths, It's Copper... US-China

네이버뉴스 · 2026.06.25

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8

[Exclusive] The Era of 'Supply Chain Verification' by US Congress... Korean Companies Put to the Test

네이버뉴스 · 2026.06.25

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9

'Patriotism is the Best Credential'... LS Electric Expands Hiring of Military Veterans

네이버뉴스 · 2026.06.25

📰 View original