104110.KS Loading... : Bullish and Bearish Analyst Opinions
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06:00
Sep 08
Sep 08
Power is best AI datacenter theme.
Hwang's strongest one-theme call is power/AI datacenter infrastructure. He argues AI datacenter buildouts are creating an acute power bottleneck, so nuclear, wind and solar all need to be mobilized. Within the Korean power chain he highlights transformer/equipment names Sanil Electric, LS Electric and Hyosung Heavy Industries, cable/grid names LS Cable & System and Gaon Cable, and nuclear construction names Doosan Enerbility and Hyundai E&C. He says the theme is crowded, so he would buy on pullbacks rather than chasing strength, but it is still the best current theme.
HIGH
About 104110.KS Analyst Coverage
Buzzberg tracks 104110.KS across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade idea tracked. Past 7 days: 1 bullish. Latest voices: Hwang Yoo-hyun.