AI power & transformers stocks
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What are AI power & transformers stocks in Korea?
The AI power & transformers theme on jonbur groups 61 Korean stocks listed on KOSPI and KOSDAQ, worth ₩133T in total. On Oct 29, 2026 the group moved down 5.18% (weighted by market value); the largest members are Doosan Enerbility, LS Electric, Hyosung Heavy Industries.
Key facts
- Stocks
- 61
- Total market value
- ₩133T
- Day's move
- −5.18%
- As of
- Oct 29, 2026
- Largest members
- Doosan Enerbility, LS Electric, Hyosung Heavy Industries
Earnings tracker · 3Q 2026
Reporting season · reports due by Nov 14
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 |
|---|---|---|---|---|---|---|---|
| LS Electric | Oct 21Preliminary | ₩1.9T | +54.4% | ₩234B | +131.7% | +30.8% | 12.4%8.3% |
| HD Hyundai Electric | Oct 27Preliminary | ₩1.2T | +18.5% | ₩285B | +15.1% | −0.9% | 24.1%24.8% |
| Gaon Cable | Oct 19Preliminary | ₩986B | +51.9% | ₩52B | +99.1% | +43.9% | 5.3%4.0% |
| Taihan Cable & Solution | Oct 29Preliminary | ₩1.2T | +37.6% | ₩31B | +4.5% | −49.3% | 2.6%3.5% |
| Songwon Industrial | Oct 29Preliminary | ₩301B | +16.5% | ₩24B | +340.1% | −40.4% | 7.9%2.1% |
| Hyosung Heavy Industries | Expected around Oct 31 | ||||||
| Hyosung | Expected around Oct 31 | ||||||
| Doosan Enerbility | Expected around Nov 5 | ||||||
| Sanil Electric | Expected around Nov 5 | ||||||
| CS Wind | Expected around Nov 7 | ||||||
| Dawon Cable | Expected around Nov 12 | ||||||
| Cheryong Electric | Expected around Nov 12 | ||||||
| GnCenergy | Expected around Nov 12 | ||||||
| HRS | Expected around Nov 12 | ||||||
| Iljin Electric | Expected around Nov 13 | ||||||
| BHI | Expected around Nov 13 | ||||||
| S&Sys | Expected around Nov 13 | ||||||
| G2Power | Expected around Nov 13 | ||||||
| DY Power | Expected around Nov 13 | ||||||
| Seondo Electric | Expected around Nov 13 | ||||||
| LS | Expected around Nov 14 | ||||||
| Samwha Capacitor | Expected around Nov 14 | ||||||
| Solum | Expected around Nov 14 | ||||||
| Unison | Expected around Nov 14 | ||||||
| Iljin Holdings | Expected around Nov 14 | ||||||
| Bosung Power Technology | Expected around Nov 14 | ||||||
| Seoho Electric | Expected around Nov 14 | ||||||
| Samwha Electric | Expected around Nov 14 | ||||||
| IL | Expected around Nov 14 | ||||||
| Daea TI | Expected around Nov 14 | ||||||
| Iljin Power | Expected around Nov 14 | ||||||
| Dongyang E&P | Expected around Nov 14 | ||||||
| Kumho Electric | Expected around Nov 14 | ||||||
| Dawonsys | Expected around Nov 14 | ||||||
| Semyung Electric Machinery | Expected around Nov 14 | ||||||
| THN | Expected around Nov 14 | ||||||
| Powernet Technologies | Expected around Nov 14 | ||||||
| Kistron | Expected around Nov 14 | ||||||
| SuNAM | Expected around Nov 14 | ||||||
| YM Tech | Expected around Nov 14 | ||||||
| Sungwon Ener Tech | Expected around Nov 14 | ||||||
| GSE | Expected around Nov 14 | ||||||
| Nsys | Expected around Nov 14 | ||||||
| Enertork | Expected around Nov 14 | ||||||
| Kwang Myung Electric | Expected around Nov 14 | ||||||
| Seojeon Electric Machinery | Expected around Nov 14 | ||||||
| Winners Elec | Expected around Nov 14 | ||||||
| Fine Technix | Expected around Nov 14 | ||||||
| S-Prism | Expected around Nov 14 | ||||||
| Egtronics | Expected around Nov 14 | ||||||
| Carry | Expected around Nov 14 | ||||||
| Higen RNM | Expected around Nov 20 | ||||||
| Cheil Electric | Expected around Dec 1 | ||||||
| TMC | Not yet | ||||||
| SK Signet | Not yet | ||||||
| Axbis | Not yet | ||||||
| Luken Technologies | Not yet | ||||||
| Topsun | Not yet | ||||||
| EMB | Not yet | ||||||
| Apex Intec | 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
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AI power & transformers
−15.16%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.
61 companies · 3 up · 4 flat · 54 down
- Traded value
- ₩1.1T
- Value vs 20-day average
- 1.13×
- Top gainer
- Samwha Electric +20.93%
- Largest company
- Doosan Enerbility ₩36T
Companies in this theme
| Company | Price | Monthly | Traded value | Market cap | NPS |
|---|---|---|---|---|---|
Doosan Enerbility034020 · KOSPI | ₩56,700 | −30.85% | ₩453B | ₩36T | 7.63% |
LS Electric010120 · KOSPI | ₩158,400 | −22.54% | ₩86B | ₩24T | 9.37% |
Hyosung Heavy Industries298040 · KOSPI | ₩1,911,000 | −31.26% | ₩77B | ₩18T | 10.13% |
HD Hyundai Electric267260 · KOSPI | ₩440,500 | −36.44% | ₩78B | ₩16T | 7.63% |
Gaon Cable000500 · KOSPI | ₩239,500 | −20.30% | ₩26B | ₩7.1T | 3.94% |
LS006260 · KOSPI | ₩212,500 | −32.11% | ₩26B | ₩6.6T | 13.48% |
Sanil Electric062040 · KOSPI | ₩156,800 | −21.99% | ₩33B | ₩4.8T | 7.27% |
Taihan Cable & Solution001440 · KOSPI | ₩20,500 | −31.44% | ₩35B | ₩4T | 6.22% |
Iljin Electric103590 · KOSPI | ₩56,000 | −31.79% | ₩9B | ₩2.7T | 7.67% |
Hyosung004800 · KOSPI | ₩122,200 | −22.66% | ₩2.4B | ₩2T | 6.96% |
CS Wind112610 · KOSPI | ₩38,200 | −27.79% | ₩19B | ₩1.6T | 10.95% |
Samwha Capacitor001820 · KOSPI | ₩113,200 | −21.93% | ₩49B | ₩1.2T | 6.16% |
Dawon Cable006340 · KOSPI | ₩9,900 | −25.00% | ₩11B | ₩776B | 0.66% |
Solum248070 · KOSPI | ₩14,270 | +9.35% | ₩2.9B | ₩682B | 4.40% |
Iljin Holdings015860 · KOSPI | ₩6,140 | −13.40% | ₩655M | ₩303B | 0.88% |
TMC217590 · KOSPI | ₩10,940 | −21.12% | ₩8B | ₩264B | 0.40% |
Songwon Industrial004430 · KOSPI | ₩10,600 | −7.91% | ₩6.7B | ₩254B | 3.42% |
Samwha Electric009470 · KOSPI | ₩31,200 | +20.93% | ₩5.1B | ₩206B | 4.06% |
DY Power210540 · KOSPI | ₩10,490 | −6.92% | ₩148M | ₩116B | 5.02% |
Kumho Electric001210 · KOSPI | ₩7,930 | −19.82% | ₩47B | ₩101B | 0.02% |
THN019180 · KOSPI | ₩4,495 | −10.46% | ₩136M | ₩81B | 1.65% |
Seondo Electric007610 · KOSPI | ₩3,240 | −25.86% | ₩417M | ₩58B | 0.01% |
Kwang Myung Electric017040 · KOSPI | ₩932 | 0.00% | ₩0 | ₩40B | 0.14% |
Source: KRX statistical information