00 007530.KQ YM Co., Ltd. Loading... : Bullish and Bearish Analyst Opinions

AI agent services (e.g., Claude by Anthropic) are driving massive data center construction, which in turn creates an acute shortage of power equipment (transformers, switches, etc.). Korean power equipment companies—Hyosung Heavy Industries, LS Electric, Hyundai Electric, and Sanil Electric—have accumulated a combined order backlog of 32.6 trillion won, with delivery slots extending to 2031. Competitors from China are geopolitically excluded, and French suppliers have 4-5 year lead times, leaving Korea as the only reliable source that can meet tight delivery schedules. This structural advantage supports sustained revenue growth and earnings visibility for these companies regardless of recent stock price increases.