Added to YB: 2026-09-15
Pitch date: 2026-09-11
010120.KS [neutral]
LS ELECTRIC Co., Ltd.
-0.25%
current return
Author Info
No bio for this author
Company Info
LS ELECTRIC Co., Ltd. provides smart energy solutions in South Korea and internationally. The company offers smart power solutions, including energy management systems, supervisory control and data acquisition systems, distribution management systems, distribution control systems, micro grid systems, and diagnosis solutions; DC, AC, and EC-charger solutions; and LSPS, which performs automatic selection of breakers and determination of protection coordination through fault calculation.
Market Cap
KRW 30.4T
Pitch Price
KRW 199.8K
Price Target
N/A
Dividend
N/A
EV/EBITDA
46.39
P/E
78.42
EV/Sales
5.49
Sector
Electrical Equipment
Category
growth
Office Work Could Drive the Next Token Wave: Translating Astra's Gains into Korean Equity Earnings - LS ELECTRIC Co., Ltd.
010120.KS (update): LS ELECTRIC’s AI data-center exposure depends on financed construction and equipment orders, not a royalty on token-processing activity. Its expanded North American contract totals approximately KRW 230.9 billion, but this is an amended total rather than a wholly incremental order and predates Astra’s announcement. The key tests are new orders, backlog conversion into revenue, project profit and cash collection; high financing costs and construction delays can coexist with a favorable long-term demand outlook, while time lags and execution risk remain.
Read full article (1 min)