LS ELECTRIC is receiving positive evaluations from the securities industry amid expectations that it will benefit from the expansion of power infrastructure investments.

On the 11th, Yuanta Securities maintained its 'BUY' investment opinion on LS ELECTRIC and presented a target price of 300,000 won, raised from its previous level. This analysis suggests an additional upside potential of approximately 27.1% compared to the previous day's closing price.

Key Variable for H2 is 'New Orders'... Expected to Raise Guidance the Fastest Yuanta Securities cited 'increased new orders' and the subsequent 'pace of earnings improvement' as the key variables for the power equipment industry in the second half of the year. In particular, it emphasized that LS ELECTRIC is the company within the industry most likely to be the fastest to confirm an upward revision in its order guidance.

The securities industry analyzed that the spread of artificial intelligence (AI) and the increase in data center construction are leading to the expansion of power infrastructure investments. Demand is simultaneously increasing across the board, from data center connection sections to internal power facilities and power systems for self-generation. In this process, LS ELECTRIC is explained to possess the competitiveness to supply a diverse range of power equipment.

Expected to Benefit from Comprehensive Business Portfolio LS ELECTRIC holds a robust business portfolio encompassing switchgears, power control systems, extra-high voltage transformers, and power distribution equipment. Accordingly, it is highly likely to clearly benefit from the construction of data centers and industrial power infrastructure.

In the overall market, recent movements to expand global power grid investments and increase data center capacity in North America are raising growth expectations for the power equipment sector. The surge in power demand driven by the growth of the AI industry is leading to an expansion of new orders for related companies.

The securities industry forecasts that if the size of LS ELECTRIC's new orders and the increase in its order backlog lead to earnings improvements, the possibility of a corporate re-rating will become even higher.

[This article was written with the assistance of AI. This article is intended to provide information to assist in making investment decisions and does not recommend the purchase or sale of specific stocks. Losses from stock investments are the responsibility of the investor, and investment decisions should be made under sufficient review and responsibility.]