Power cable and equipment stocks (Daehan Cable, Sanil Electric) have further upside driven by AI data center power demand and supply constraints, with strong momentum. The structural need for electrical infrastructure supports continued growth.
Hotel stocks (Shinsegae, Hotel Shilla) benefit from a tourism boom and limited supply, with rising average daily rates. The structural shortage of hotel rooms in Korea, combined with growing inbound tourism, supports upward price trends.
Hotel stocks (Shinsegae, Hotel Shilla) benefit from a tourism boom and limited supply, with rising average daily rates. The structural shortage of hotel rooms in Korea, combined with growing inbound tourism, supports upward price trends.
Power cable and equipment stocks (Daehan Cable, Sanil Electric) have further upside driven by AI data center power demand and supply constraints, with strong momentum. The structural need for electrical infrastructure supports continued growth.