HD Construction Equipment opens $87 mil. plant to tap AI data center demand
Predicted impact: Low
New engine plant for data centers; about ₩117B investment, under 2% of market value, already reported.
267270 · KOSPI · ₩267270 · HD건설기계
Predicted impact: Low
New engine plant for data centers; about ₩117B investment, under 2% of market value, already reported.
Predicted impact: Low
Gunsan engine plant completion already reported repeatedly; ₩2.5T 2030 target is long-term.
Predicted impact: Low
Plant mass production start; plant opening already covered repeatedly.
Predicted impact: Low
Gunsan plant completion already reported; 2.5T target restated.
Predicted impact: Low
New plant and engine lineup; plant already announced in recent days.
Predicted impact: Medium
W116.8b plant is about 3% of revenue, but the engine growth story was already reported.
Predicted impact: Low
New engine plant completion; capacity size and cost not given, expansion already discussed.
Predicted impact: Low
Stock-pick roundup with no new facts; earnings and cancellation news already covered.
Predicted impact: Medium
Targets about 1 trillion won operating profit next year; a sizable profit goal versus revenue of about 6.6 trillion won.
Predicted impact: Medium
Operating profit up 24% on Q3 results; earlier coverage already reported strong earnings.
Predicted impact: Low
Strong Q3 operating profit rise of 24% was already reported within the last 14 days.
Predicted impact: Medium
Q3 operating profit up 24% YoY on engine and emerging market strength.
Predicted impact: Low
Q3 operating profit up 24% already reported in preliminary results and earlier coverage.
Predicted impact: Low
Engine plant completion ceremony mentioned on earnings call; routine operational update.
Predicted impact: Medium
Q3 operating profit up 182.6% was already reported; the earnings call adds only outlook detail.
Predicted impact: Medium
Q3 operating profit up 182.6% YoY per preliminary results; the same earnings already reported this period.
Predicted impact: Medium
Q3 operating profit up 182.6% year on year, but preliminary earnings were already disclosed in the last 14 days.
Predicted impact: Medium
Production expansion for power engines continues a data-center engine theme already covered in recent items.
Predicted impact: Low· Actual: +3.3% vs sector, volume 0.7× normal (5 trading days)
Broker commentary on data center demand; same theme as several recent engine and Q3 outlook items, no figures.
Predicted impact: Low· Actual: +3.3% vs sector, volume 0.7× normal (5 trading days)
Expected Q3 strength is a forecast with no figures; power-engine theme already covered in recent items.
Also known as: HD Construction Equipment / HD건설기계 / 267270 / KRX:267270
Source: KRX statistical information