HD Hyundai ElectricHD현대일렉트릭
267260 · KOSPI · ₩267260 · HD현대일렉트릭
Daishin Securities: "HD Hyundai Electric, poor earnings already priced in; watch for concrete AIDC strategy"
Predicted impact: Low
Brokerage view that poor earnings are priced in; repeats earlier earnings coverage.
HD Hyundai Electric: Steady expansion across high-voltage and medium/low-voltage power equipment - NH
Predicted impact: Low
Brokerage note on steady expansion; similar commentary already reported recently.
"HD Hyundai Electric: North American growth continues; target price lowered to ₩940,000" - Yuanta
Predicted impact: Low
Target price cut repeating earnings commentary already reported for HD Hyundai Electric.
"HD Hyundai Electric hits record sales but FX drags"... target price lowered
Predicted impact: Medium
Record sales but FX-driven earnings drag and lower target price; meaningful but not extreme.
"Factories fall short"… HD Hyundai Electric, the largest revenue earner, to expand distribution transformer production [Comprehensive]
Predicted impact: Low
Q3 net income down 3.6%; small change, with capacity expansion of about ₩200B.
(LEAD) HD Hyundai Electric net income down 3.6 pct in Q3
Predicted impact: Low
Q3 net income down 3.6%, a small change; guidance on capacity expansion adds modest upside.
"Next year distribution transformer sales could reach up to ₩300B; expanding capacity to enter Americas" -- HD Hyundai Electric conference call
Predicted impact: Low
Distribution transformer sales outlook already signaled in earlier conference calls.
HD Hyundai Electric: ₩250B annual sales increase expected from phase 2 investment at Cheongju campus
Predicted impact: Medium
Expected ₩250B annual sales increase, about 6% of last year's revenue.
HD Hyundai Electric invests ₩200B to expand Cheongju distribution campus
Predicted impact: Low
Roughly ₩200B capex, about 1% of market value; the ₩198B investment was already reported.
"Big tech customers continue to request additional orders for power equipment" - HD Hyundai Electric conference call
Predicted impact: Low
Conference call comments on order outlook; no size given and similar remarks already reported.
"Ulsan power transformer line to fully operate in November, adding 40-50 units annually" - HD Hyundai Electric conference call
Predicted impact: Low
Ulsan transformer line to add 40-50 units yearly; capacity expansion tied to already announced ₩198B investment.
"Additional data center orders in Europe expected to expand; revenue growth from 2027" - HD Hyundai Electric conference call
Predicted impact: Low
Conference call comments on possible European data center orders; revenue growth only from 2027, no figures.
HD Hyundai Electric: Q3 operating profit up 15.1% year on year; "₩198B additional investment in distribution equipment"
Predicted impact: Medium
Q3 operating profit up 15.1% and ₩198B investment; same results already reported, lowered.
HD Hyundai Electric: Operating profit of ₩284.5B; distribution equipment segment grows
Predicted impact: Medium
Q3 operating profit up 15.1%, a meaningful but modest move; same results already reported, lowered.
HD Hyundai Electric to invest ₩198B in facilities
Predicted impact: Medium
Facility investment of ₩198B, about 4.6% of last year's revenue and about 1.2% of market value.
[BREAKING] HD Hyundai Electric's Q3 revenue rises 18.5% to ₩1.1799T; operating profit up 15.1% to ₩284.5B
Predicted impact: Medium
Q3 revenue up 18.5% and operating profit up 15.1%; same results already flagged earlier, so lowered one level.
HD Hyundai Electric's Q3 operating profit at ₩284.5B, up 15% from a year earlier
Predicted impact: Medium
Q3 operating profit up 15% year on year; a record Q3 was already flagged in prior headlines.
HD Hyundai Electric Expects Record Q3 Profit; "Full-Scale Impact of Distribution and Power Equipment Package Supply"
Predicted impact: Medium
Expected record Q3 profit from power equipment package supply; size not quantified.
[Click e-Stock] "HD Hyundai Electric: maintains profitability amid FX burden, but needs to confirm…target price lowered"
Predicted impact: Low
Analyst target price cut citing FX headwinds; a broker opinion, not a company event.
Also known as: HD Hyundai Electric / HD현대일렉트릭 / 267260 / KRX:267260
Source: KRX statistical information