Investors are focusing on Taihan Electric Wire as its stock price recently underwent a significant correction. Driven by expectations of benefits from the expansion of artificial intelligence (AI) data centers and power infrastructure, the stock had shown a strong upward trend. However, with recent mounting selling pressure, the stock price has fallen by about 40% from its peak.

Short-term Supply Variable 'Convertible Bonds'... Concerns Over Shrinking Investment Sentiment In the securities industry, there are expectations that if a certain size of convertible bond (CB) volume is listed, short-term supply and demand could deteriorate. Even if sell-off volumes do not pour out all at once, continuous supply to the market could shrink investment sentiment.

Industrial Momentum 'Still Positive' Nevertheless, the fundamental industrial environment surrounding Taihan Electric Wire is still evaluated as positive. The electric wire industry is a key sector expected to benefit from the expansion of power grid investments, the establishment of extra-high-voltage transmission networks, and increased data center construction. In particular, as power demand is surging in the process of AI industry expansion, building the power infrastructure to support it is considered essential. In fact, amid the global trend of expanding power facility investments, Taihan Electric Wire's expansion of its extra-high-voltage cable and submarine cable businesses is being evaluated as a significant growth driver.

Investment Strategy and Future Points to Watch Market participants are pointing to the 'process of digesting convertible bond volumes' as the key variable in the short term. If the supply burden eases and buying from foreigners and institutions re-enters, the possibility of a technical rebound is also being discussed.

However, some opinions also caution against reckless buying simply based on the price drop. This is because recent stock markets have shown a clear differentiation between stocks receiving strong capital inflows and those being left out. Analysts point out that investors need to comprehensively examine future changes in trading volume, supply and demand trends from institutions and foreigners, and whether the stock finds support near major moving averages.

[※ This article was written for the purpose of providing investment information, and the final investment decision and responsibility lie with the investor. AI was partially used in the writing process of this article.]