Ultra-high voltage shortage... Power stocks' second rally is coming... LS Electric, Hyosung, HD Hyundai Electric, what's my top pick?

Summary

CEO Lee Kwon-hee discusses the power equipment sector, highlighting specific stocks like LS Electric, Hyosung Heavy Industries, Sanil Electric, and OSIA Holdings. He emphasizes the ongoing shortage of power equipment driven by data centers and grid upgrades, and sees value in renewable energy and SMR-related names. He provides technical entry points and valuation perspectives for several Korean stocks.

• Lee Kwon-hee recommends buying LS Electric on its current dip due to data center switchboard growth.
• He prefers LS Corp as a cheaper alternative to expensive subsidiaries like LS Cable.
• Sanil Electric is favored as a special transformer supplier to renewable energy and fuel cell projects.
• Hyosung Heavy Industries is seen as a top pick with a potential stock split catalyst and strong US market position.
• OSIA Holdings is called undervalued with low PBR and forward PE relative to solar growth.
• Doosan Energy is noted for a technical rebound opportunity near the 120-day moving average and SMR catalysts.
• Overall, the power equipment shortage is expected to persist, supporting a second rally in the sector.