← All themes
AI power & transformers stocks
전력기기·변압기
What are AI power & transformers stocks in Korea?
The AI power & transformers theme on jonbur groups 66 Korean stocks listed on KOSPI and KOSDAQ, worth ₩135T in total. On Oct 29, 2026 the group moved down 5.12% (weighted by market value); the largest members are Doosan Enerbility, LS Electric, Hyosung Heavy Industries.
Key facts
- Stocks
- 66
- Total market value
- ₩135T
- Day's move
- −5.12%
- As of
- Oct 29, 2026
- Largest members
- Doosan Enerbility, LS Electric, Hyosung Heavy Industries
Earnings tracker · 1Q 2026
Past quarter
60 of 66 reportedOperating profit up vs a year ago: 33 of 56
Revenue+23.5%
Operating profit+46.8%
Net profit+52.4%
Combined, for the companies that have reported, vs the same quarter a year ago
| Company | Reported | Revenue | vs a year ago | Operating profit | vs a year ago | vs last quarter | Op. margin |
|---|---|---|---|---|---|---|---|
| Doosan Enerbility | May 14 | ₩4.3T | +13.7% | ₩234B | +63.9% | +10.1% | 5.5%3.8% |
| LS Electric | May 14 | ₩1.4T | +33.4% | ₩127B | +45.0% | −2.4% | 9.2%8.5% |
| Hyosung Heavy Industries | May 14 | ₩1.4T | +26.2% | ₩152B | +48.8% | −41.5% | 11.2%9.5% |
| HD Hyundai Electric | May 15 | ₩1T | +2.2% | ₩258B | +18.4% | −19.5% | 24.9%21.5% |
| Gaon Cable | May 15 | ₩764B | +19.4% | ₩28B | +27.2% | +250.2% | 3.6%3.4% |
| LS | May 15 | ₩9.5T | +37.5% | ₩476B | +56.3% | +86.5% | 5.0%4.4% |
| Sanil Electric | May 15 | ₩150B | +52.1% | ₩55B | +47.9% | +6.0% | 36.9%38.0% |
| Taihan Cable & Solution | May 15 | ₩1.1T | +26.6% | ₩60B | +122.9% | +39.2% | 5.6%3.2% |
| Iljin Electric | May 15 | ₩506B | +10.6% | ₩51B | +49.1% | +14.7% | 10.0%7.4% |
| Hyosung | May 14 | ₩530B | −4.3% | ₩95B | +15.6% | +4.9% | 17.8%14.8% |
| Doosan Fuel Cell | May 14 | ₩145B | +45.2% | −₩1.3B | Smaller loss | Smaller loss | −0.9%−11.6% |
| KEPCO Plant Service & Engineering | May 15 | ₩352B | +22.4% | ₩37B | +374.6% | +92.3% | 10.5%2.7% |
| BHI | May 15 | ₩281B | +107.6% | ₩35B | +183.9% | +45.3% | 12.6%9.2% |
| Samwha Capacitor | May 15 | ₩73B | +0.6% | ₩4.7B | −2.4% | Turned to profit | 6.4%6.6% |
| Dawon Cable | May 8 | ₩189B | +25.1% | ₩15B | +76.2% | Turned to profit | 7.8%5.5% |
| Cheryong Electric | May 13 | ₩35B | −30.9% | ₩5.9B | −63.4% | −26.6% | 17.0%32.0% |
| GnCenergy | May 15 | ₩55B | −16.4% | ₩4.4B | −70.6% | −53.2% | 7.9%22.6% |
| Amotech | May 15 | ₩61B | −27.4% | ₩572M | −85.4% | Turned to profit | 0.9%4.6% |
| Unison | May 15 | ₩3.8B | −38.0% | −₩2.6B | Bigger loss | Smaller loss | −69.0%−29.7% |
| Iljin Holdings | May 15 | ₩573B | +13.3% | ₩52B | +61.1% | +17.8% | 9.1%6.4% |
| TMC | May 14 | ₩94B | — | ₩975M | — | Turned to profit | 1.0% |
| Bosung Power Technology | May 15 | ₩41B | +134.1% | ₩6B | +284.8% | +9.8% | 14.6%8.9% |
| Songwon Industrial | May 13 | ₩269B | −2.4% | ₩27B | +142.8% | Turned to profit | 9.9%4.0% |
| Hansun Engineering | May 12 | ₩22B | +70.7% | ₩6.2B | +268.9% | +119.8% | 27.7%12.8% |
| Seoho Electric | May 15 | ₩26B | −23.7% | ₩8B | −19.1% | +98.8% | 31.0%29.3% |
| Samwha Electric | May 15 | ₩57B | −6.9% | ₩3.4B | −41.0% | +38.5% | 5.9%9.3% |
| IL | May 13 | ₩25B | −1.0% | ₩154M | −92.0% | Turned to profit | 0.6%7.6% |
| Iljin Power | May 13 | ₩64B | +55.4% | ₩7B | +205.1% | −13.7% | 11.0%5.6% |
| Cheil Electric | May 15 | ₩53B | +1.9% | ₩2.5B | −6.2% | Turned to profit | 4.8%5.2% |
| G2Power | May 14 | ₩19B | +92.3% | ₩2.3B | Turned to profit | −64.0% | 11.8%−3.2% |
| Daeyang Electric | May 15 | ₩51B | −8.5% | ₩6.3B | +9.9% | −19.8% | 12.3%10.3% |
| Cheryong Industrial | May 13 | ₩14B | +82.8% | ₩4.8B | +92.0% | +42.3% | 34.8%33.1% |
| Dongyang E&P | May 14 | ₩123B | −24.8% | ₩6.5B | −59.0% | −18.0% | 5.3%9.7% |
| DY Power | May 14 | ₩103B | +9.9% | ₩12B | +19.4% | +144.6% | 11.4%10.5% |
| Axbis | May 14 | ₩11B | — | ₩787M | — | — | 7.1% |
| Kumho Electric | May 15 | ₩11B | −7.1% | ₩42M | −28.7% | −53.0% | 0.4%0.5% |
| Dawonsys | May 15 | ₩21B | −52.3% | −₩9.5B | Smaller loss | Smaller loss | −45.1%−32.3% |
| Semyung Electric Machinery | May 14 | ₩9.6B | +90.3% | ₩4B | +34.4% | +4.4% | 41.5%58.7% |
| Justek | Jul 3 | ₩3.5B | — | −₩284M | — | — | −8.1% |
| Powernet Technologies | May 15 | ₩107B | +0.5% | ₩3.6B | −17.6% | −6.7% | 3.4%4.2% |
| Kistron | May 15 | ₩20B | — | ₩2.1B | — | +45.0% | 10.5% |
| APS Innovation | May 14 | ₩20B | +22.5% | ₩3B | +142.0% | +1,025.8% | 15.3%7.7% |
| SuNAM | May 14 | ₩453M | −37.8% | −₩894M | Bigger loss | Smaller loss | −197.2%−112.2% |
| Seondo Electric | May 13 | ₩5.1B | −31.1% | −₩496M | Smaller loss | Turned to loss | −9.8%−16.0% |
| YM Tech | Jun 1 | ₩14B | +70.7% | ₩473M | −67.5% | Turned to profit | 3.4%17.7% |
| GSE | May 15 | ₩72B | −3.3% | ₩5.4B | −3.2% | +246.0% | 7.6%7.6% |
| Posbank | May 15 | ₩27B | +25.3% | ₩2B | +277.1% | +24.5% | 7.5%2.5% |
| FreeMs | May 13 | ₩5B | −2.4% | −₩33M | Turned to loss | Turned to loss | −0.7%0.5% |
| Nsys | May 15 | ₩11B | −8.5% | −₩1.6B | Turned to loss | Smaller loss | −14.4%9.7% |
| Samwha Electronics | May 15 | ₩5.9B | −26.8% | −₩2.1B | Bigger loss | Smaller loss | −36.1%−25.5% |
| Kwang Myung Electric | May 15 | ₩12B | −26.5% | −₩2.8B | Smaller loss | Smaller loss | −23.1%−19.8% |
| Seojeon Electric Machinery | May 15 | ₩7.4B | +69.0% | −₩4.2B | Smaller loss | Bigger loss | −55.9%−105.1% |
| Winners Elec | May 15 | ₩7.3B | +14.1% | ₩619M | +4.3% | −73.5% | 8.4%9.2% |
| Fine Technix | May 15 | ₩9B | −21.2% | −₩1.2B | Bigger loss | Smaller loss | −12.8%−7.1% |
| Shin Hwa Contech | May 15 | ₩13B | +2.0% | ₩1.4B | −34.0% | +9,415.1% | 10.3%15.9% |
| Paru | May 15 | ₩6.9B | −0.2% | ₩163M | Turned to profit | Turned to profit | 2.4%−16.5% |
| Seoul Electronics & Telecom | May 15 | ₩5.9B | −32.6% | −₩747M | Bigger loss | Smaller loss | −12.6%−2.1% |
| Sigetronics | May 15 | ₩3.6B | +37.5% | −₩2.3B | Bigger loss | Smaller loss | −63.1%−58.5% |
| Egtronics | May 15 | ₩1.4B | −66.4% | −₩3.5B | Turned to loss | Bigger loss | −243.3%27.0% |
| PNC Technologies | May 15 | ₩15B | +133.0% | ₩648M | Turned to profit | Turned to profit | 4.3%−8.1% |
| SK Signet | Not yet | ||||||
| Luken Technologies | Not yet | ||||||
| Topsun | Not yet | ||||||
| Apex Intec | Not yet | ||||||
| EB Tech | Not yet | ||||||
| Suntech | Not yet | ||||||
Single-quarter figures. Preliminary figures are the company's own early numbers and are replaced by the quarterly report when it's filed. Expected dates are around when each company reported a year ago.
Technical breadth
After the close on Oct 29, 2026- Above 20-day average
- 6%
- Above 60-day average
- 10%
- RSI above 70
- 0%
- RSI below 30
- 8%
- 52-week highs
- 0
- 52-week lows
- 3
Index gauge · Short term
Bearish
1 bullish, 1 neutral, 7 bearish
Index gauge · Medium term
Bearish
0 bullish, 0 neutral, 8 bearish
Technical read
The AI power and transformers theme covers 50 Korean members, of which 6 trade above their 20-day average and 10 above their 60-day average, so the group's breadth sits well below the midpoint on the short-term measure. Eight members show RSI readings in oversold territory, none reach overbought levels, and 3 sit at 52-week lows while none are at 52-week highs. The equal-weighted member index is rated bearish on both the short and medium horizons, with an RSI of 36.2 and the index positioned below its cloud.
Written by AI from the indicator values above. Not advice.
Share of members, from each member's own indicators; the gauge reads an equal-weighted index of the members. Technical indicators describe past price and volume patterns. They are not predictions or recommendations.
Credit & macro
- MaturitiesOct 23, 202675Inveni: ₩50bn of bonds due in the next 6 months vs ₩31bn cash₩70bn due within 12 months, from the bond filings so far; cash and cash equivalents as of 2026 H1.InveniGaon CableLS NetworksLSLS ElectricE1
ETFs for this theme
All ETFs →- TIGER Korea AI Power Equipment TOP3 Plus₩729B−₩5.5B
- RISE AI Power Infrastructure₩505B−₩13B
- HANARO Power Facility Investment₩111B0
AUM · Flow 1w
AI power & transformers
−2.52%전력기기·변압기
The AI power and transformers theme in Korea covers companies that make electrical grid equipment such as transformers, switchgear, cables, and related power infrastructure. Korean investors group these firms together because rising electricity demand from AI data centers and grid upgrades have increased interest in this kind of equipment. The theme is often discussed alongside broader power-infrastructure and energy-transition trends.
66 companies · 9 up · 6 flat · 51 down
- Traded value
- ₩1.1T
- Value vs 20-day average
- 1.10×
- Top gainer
- Axbis +11.67%
- Largest company
- Doosan Enerbility ₩36T
Companies in this theme
| Company | Price | Daily | Traded value | Market cap | NPS |
|---|---|---|---|---|---|
Doosan Enerbility034020 · KOSPI | ₩56,700 | −7.65% | ₩453B | ₩36T | 7.63% |
LS Electric010120 · KOSPI | ₩158,400 | −3.77% | ₩86B | ₩24T | 9.37% |
Hyosung Heavy Industries298040 · KOSPI | ₩1,911,000 | −4.35% | ₩77B | ₩18T | 10.13% |
HD Hyundai Electric267260 · KOSPI | ₩440,500 | −4.76% | ₩78B | ₩16T | 7.63% |
Gaon Cable000500 · KOSPI | ₩239,500 | −5.15% | ₩26B | ₩7.1T | 3.94% |
LS006260 · KOSPI | ₩212,500 | −4.28% | ₩26B | ₩6.6T | 13.48% |
Sanil Electric062040 · KOSPI | ₩156,800 | −4.45% | ₩33B | ₩4.8T | 7.27% |
Taihan Cable & Solution001440 · KOSPI | ₩20,500 | −7.24% | ₩35B | ₩4T | 6.22% |
Iljin Electric103590 · KOSPI | ₩56,000 | −4.92% | ₩9B | ₩2.7T | 7.67% |
Hyosung004800 · KOSPI | ₩122,200 | −2.78% | ₩2.4B | ₩2T | 6.96% |
Doosan Fuel Cell336260 · KOSPI | ₩30,000 | −3.38% | ₩16B | ₩2T | 7.10% |
KEPCO Plant Service & Engineering051600 · KOSPI | ₩41,550 | 0.00% | ₩5.8B | ₩1.9T | 8.99% |
BHI083650 · KOSDAQ | ₩42,900 | −3.92% | ₩19B | ₩1.3T | 1.27% |
Samwha Capacitor001820 · KOSPI | ₩113,200 | −2.33% | ₩49B | ₩1.2T | 6.16% |
Dawon Cable006340 · KOSPI | ₩9,900 | −5.44% | ₩11B | ₩776B | 0.66% |
Cheryong Electric033100 · KOSDAQ | ₩37,700 | −3.83% | ₩2B | ₩606B | 0.40% |
GnCenergy119850 · KOSDAQ | ₩34,800 | −7.08% | ₩21B | ₩572B | 0.78% |
Amotech052710 · KOSDAQ | ₩17,820 | −1.66% | ₩7.7B | ₩333B | 4.19% |
Unison018000 · KOSDAQ | ₩1,044 | 0.00% | ₩0 | ₩305B | 0.11% |
Iljin Holdings015860 · KOSPI | ₩6,140 | −3.15% | ₩655M | ₩303B | 0.88% |
TMC217590 · KOSPI | ₩10,940 | −5.28% | ₩8B | ₩264B | 0.40% |
Bosung Power Technology006910 · KOSDAQ | ₩5,190 | −4.60% | ₩2.9B | ₩255B | — |
Songwon Industrial004430 · KOSPI | ₩10,600 | +2.32% | ₩6.7B | ₩254B | 3.42% |
Hansun Engineering452280 · KOSDAQ | ₩12,460 | −8.52% | ₩6.7B | ₩240B | — |
Seoho Electric065710 · KOSDAQ | ₩45,000 | +0.56% | ₩211M | ₩232B | 0.58% |
Samwha Electric009470 · KOSPI | ₩31,200 | +5.41% | ₩5.1B | ₩206B | 4.06% |
IL307180 · KOSDAQ | ₩5,140 | −1.91% | ₩2B | ₩190B | — |
SK Signet260870 · KONEX | ₩8,100 | 0.00% | ₩56,700 | ₩185B | — |
Iljin Power094820 · KOSDAQ | ₩9,940 | −3.31% | ₩686M | ₩150B | 4.40% |
Cheil Electric199820 · KOSDAQ | ₩6,650 | −5.00% | ₩2.5B | ₩148B | — |
G2Power388050 · KOSDAQ | ₩7,610 | −4.99% | ₩1.6B | ₩142B | 0.27% |
Daeyang Electric108380 · KOSDAQ | ₩14,880 | −2.68% | ₩723M | ₩142B | 3.49% |
Cheryong Industrial147830 · KOSDAQ | ₩6,280 | −1.88% | ₩391M | ₩126B | 0.40% |
Dongyang E&P079960 · KOSDAQ | ₩15,420 | −2.65% | ₩529M | ₩116B | 3.15% |
DY Power210540 · KOSPI | ₩10,490 | −0.76% | ₩148M | ₩116B | 5.02% |
Axbis0011A0 · KOSDAQ | ₩11,390 | +11.67% | ₩75B | ₩106B | — |
Kumho Electric001210 · KOSPI | ₩7,930 | +1.28% | ₩47B | ₩101B | 0.02% |
Dawonsys068240 · KOSDAQ | ₩2,530 | 0.00% | ₩0 | ₩97B | 0.08% |
Semyung Electric Machinery017510 · KOSDAQ | ₩6,120 | −3.47% | ₩434M | ₩93B | 0.50% |
Justek153890 · KOSDAQ | ₩6,730 | −5.61% | ₩443M | ₩82B | — |
Powernet Technologies037030 · KOSDAQ | ₩3,035 | −2.10% | ₩473M | ₩77B | — |
Kistron475430 · KOSDAQ | ₩3,970 | −1.00% | ₩295M | ₩71B | — |
APS Innovation079810 · KOSDAQ | ₩3,200 | −3.18% | ₩183M | ₩69B | — |
SuNAM294630 · KOSDAQ | ₩2,580 | −2.82% | ₩301M | ₩68B | — |
Seondo Electric007610 · KOSPI | ₩3,240 | −6.36% | ₩417M | ₩58B | 0.01% |
YM Tech273640 · KOSDAQ | ₩5,160 | −4.27% | ₩76M | ₩57B | 0.08% |
GSE053050 · KOSDAQ | ₩1,794 | −0.28% | ₩173M | ₩54B | — |
Posbank105760 · KOSDAQ | ₩4,640 | −3.13% | ₩76M | ₩47B | — |
FreeMs053160 · KOSDAQ | ₩7,880 | −3.08% | ₩33M | ₩47B | — |
Nsys333620 · KOSDAQ | ₩4,240 | −0.70% | ₩17M | ₩47B | — |
Luken Technologies162120 · KONEX | ₩3,930 | −1.50% | ₩11M | ₩44B | — |
Samwha Electronics011230 · KOSPI | ₩2,140 | −4.46% | ₩224M | ₩41B | 0.03% |
Kwang Myung Electric017040 · KOSPI | ₩932 | 0.00% | ₩0 | ₩40B | 0.14% |
Seojeon Electric Machinery189860 · KOSDAQ | ₩4,070 | −2.63% | ₩195M | ₩39B | — |
Winners Elec479960 · KOSDAQ | ₩5,360 | −0.19% | ₩13M | ₩38B | — |
Topsun180060 · KONEX | ₩3,480 | −3.33% | ₩2.6M | ₩33B | — |
Fine Technix106240 · KOSDAQ | ₩1,162 | +4.40% | ₩70M | ₩32B | 2.55% |
Shin Hwa Contech187270 · KOSDAQ | ₩2,670 | +0.95% | ₩22M | ₩27B | 1.22% |
Paru043200 · KOSDAQ | ₩1,166 | −3.48% | ₩55M | ₩24B | — |
Seoul Electronics & Telecom027040 · KOSDAQ | ₩1,720 | +0.64% | ₩148M | ₩24B | — |
Apex Intec207490 · KONEX | ₩6,010 | −3.22% | ₩2.2M | ₩22B | — |
Sigetronics429270 · KOSDAQ | ₩2,925 | −2.34% | ₩361M | ₩21B | — |
Egtronics377330 · KOSDAQ | ₩2,560 | −13.80% | ₩552M | ₩21B | — |
PNC Technologies237750 · KOSDAQ | ₩2,960 | −2.79% | ₩16M | ₩19B | 4.66% |
EB Tech208850 · KONEX | ₩4,795 | +2.02% | ₩47,950 | ₩14B | — |
Suntech217320 · KONEX | ₩8,790 | 0.00% | ₩0 | ₩9.2B | — |
Source: KRX statistical information