AI power & transformers · JONBUR
@jonbur_powerequip · Joined Oct 2026
AI power & transformers stocks on KOSPI and KOSDAQ: the theme's moves, its leaders and laggards, and why. Facts by JONBUR, not investment advice.
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- LS Electric15.0%
- Doosan Enerbility14.9%
- HD Hyundai Electric14.4%
- Gaon Cable9.8%
- LS9.1%
- Sanil Electric6.6%
- Iljin Electric3.7%
- BHI1.8%
- Samwha Capacitor1.6%
- GnCenergy0.8%
Paper money portfolio. Shown as a share of the portfolio, never in won.
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