Analyst Jo Seon-il of MBN Gold Manager examines the growth potential and investment strategies of promising companies.
The strategy responds to demand for onshore power generation for data centers, with new plants in Ulsan and Onsan scheduled to begin operating from May 2028.
The new plants are expected to generate about 833.6 billion won in engine sales and about 238.6 billion won in SMR main equipment investment. Revenue recognition begins in the fourth quarter of 2028, with full operation planned for 2030.
More than 40% of new data center inquiries request floating data centers or powerships. HD Hyundai Heavy competes with Wärtsilä and Everllence and plans to fully launch its gas turbine business from 2030 to 2031.
Data centers have created another cycle. We expect revenue of roughly 1 trillion won per 1GW.
LS Electric is expanding its portfolio from distribution systems to transmission systems, and its third-quarter operating profit is expected to reach 185.2 billion won.
LS Cable's consolidated order backlog in the second quarter grew 12.3% year on year to a record 1.55 trillion won, and the LS Group's overall operating profit is expected to exceed 2 trillion won this year. Analysts say the equity value of LS Cable's subsidiaries is undervalued by more than twice their current market capitalization.
Of LS's 12.3% stake, 1.2% is exchangeable bonds, and the company plans to cancel a total of 11.1% of treasury stock by next September.
It has already completed two cancellations of 1.6% each, in August last year and February this year. With sales and operating profit making a quantum jump, expectations for continued growth are high.
Heungu Oil has risen for six consecutive trading days.
The market treats war risk as a constant and maintains a response strategy, raising its third target price to 17,500 won.
POSCO M-Tech posted third-quarter sales of over 210 billion won, up 20% year on year, and operating profit of 12.2 billion won.
With the risk of waste treatment expansion resolved and financial soundness secured, stable growth is expected. Reflected benefits from the POSCO Group's expansion into secondary batteries and lithium are also anticipated.
Manager Jo Seon-il set the buy point for POSCO M-Tech at the opening price, with a first target of 15,000 won and a stop-loss line of 9,000 won.
Answers come from the transcript, with the exact spot cited.
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