Son Hyun-jung
Research Fellow
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 22
$279500.00
+2.0%
LS Electric is a key player in on-site data center power solutions; despite higher valuation, it has strong growth catalysts and a target multiple of 40x on 2028 EPS.
Energy
Long
May 22
$281500.00
-2.7%
Sanil Electric is a smaller-cap beneficiary of the power equipment supercycle with high growth potential.
Energy
Long
May 22
$1165000.00
-1.5%
HD Hyundai Electric is a strong peer to Hyosung in the power equipment supercycle, benefiting from US grid investment and AI data center demand.
Energy
Long
May 22
$3996000.00
-4.1%
Hyosung Heavy Industries is a key beneficiary of the US power grid supercycle, with AI data center demand driving orders; Q1 orders hit 4.2T won (77% US), and a P/E of 35x on 2027 EPS implies a 5M won target.
Energy
Showing 4 of 4 picks · sorted by mentions
Choose a mentions count to open ticker posts.