As AI investment sentiment revives, power equipment stocks also rebound… LS ELECTRIC up 5% [Kojubu]
Predicted impact: Low
Market-wide power equipment rebound already reported in recent days; no company-specific new facts or sizes.
LS ElectricLS ELECTRIC
010120 · KOSPI · ₩010120 · LS ELECTRIC
₩158,100▲ ₩5,200 (3.40%)End-of-day · Oct 27, 2026 · End-of-day prices.
Power equipment stocks rally together; LS ELECTRIC up 5%+ [Stock NOW]
Predicted impact: Low
Sector rally in power equipment; a market move rather than a company event.
Samsung E&A Raises Order Target; LS ELECTRIC and Hyundai-Rotem Target Prices Lowered
Predicted impact: Low
Analyst target price cut for LS Electric; similar broker target cuts already reported within the past 14 days.
LS ELECTRIC: Target Price Cut Again After 11 Days to Reflect Gap with Reality - Daishin
Predicted impact: Low
Broker target price adjustment; no new company event.
Hana Securities evaluates LS Electric's North American expansion and AI data center demand
Predicted impact: Medium
US data center supply deal and preliminary earnings; size not clearly disclosed.
[Today's Securities Calls] LS ELECTRIC, Unid, Samsung Biologics, LIG Defense & Systems, Tes, Hanwha Solutions and Others
Predicted impact: Medium
US AI data center supply order; size not disclosed, relevant but likely below 10% of revenue.
LS Electric Wins U.S. Data Center Supply Deal
Predicted impact: Medium
170 bln won order is about 3% of last year's revenue, meaningful but below the 10% threshold.
LS Electric Wins Order for Power Distribution Equipment for US AI Data Center
Predicted impact: Low
Same U.S. switchgear deal already reported; prior 170 bln won order is about 3% of revenue.
LS Electric wins 170 bln-won U.S. switchgear deal
Predicted impact: Low
Order of 170 bln won is about 3% of last year's revenue; similar US deal already reported.
iM: "LS ELECTRIC Orders from North American Data Centers Surge… Projects ₩6T New Orders This Year"
Predicted impact: Medium
Projected ₩6T new orders this year, about 105% of last year's revenue.
LS Electric Wins $138 Million US Data Center Deal
Predicted impact: Low· Actual: −0.9% vs sector, volume 1.6× normal (5 trading days)
About 185 billion won US transformer deal already reported; about 0.7% of market value.
LS Electric lands $138.5m US power equipment deal
Predicted impact: Low· Actual: −0.9% vs sector, volume 1.6× normal (5 trading days)
Same US power equipment deal already reported; about 0.7% of market value.
LS Electric secures 185.3 bln-won transformer deal in U.S.
Predicted impact: Medium· Actual: −0.9% vs sector, volume 1.6× normal (5 trading days)
US transformer deal of 185.3 bln won; likely meaningful but last year's revenue unknown, so size vs revenue unclear.
Also known as: LS Electric / LS ELECTRIC / 010120 / KRX:010120
Source: KRX statistical information