Is a short squeeze surge coming… short sellers are shaking / Will LS Electric, power stocks explode again? Why Naver can't rise

Summary

CEO Lee Kwon-hee discusses the structural demand for Korean power equipment stocks driven by data centers and grid upgrades. He recommends buying LS Electric, Hyosung Heavy Industries, and Sanil Electric on pullbacks, and highlights OCI Holdings as an undervalued solar play. He sees Doosan Enerbility as a rebound candidate from SMR tailwinds. The overall theme is to accumulate power infrastructure names on dips.

• Lee emphasizes structural shortage in power equipment due to data center demand and grid modernization.
• He recommends LS Electric and Hyosung Heavy Industries, noting stock split catalysts.
• Sanil Electric is favored as a specialized transformer supplier for renewables and data centers.
• OCI Holdings is called undervalued (PBR 1.3x, forward PE 18x) despite solar growth.
• SMR is seen as the ultimate solution for data center power; Doosan Enerbility is oversold.
• Microgrid US policy is not a direct threat to Korean transformer makers.
• Lee advises a rebalancing approach: buying on dips and trimming on rallies in power stocks.
• The video also briefly covers semiconductor and robot rebounds as market context.