The US power equipment shortage is in full swing! Why is this cycle stronger? And what are the ne...
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0:00 Son Hyun-jung, Small Cap Analyst, Yuanta Securities (Photographed at 1:30 PM on November 1, 2024)
0:49 How were the third-quarter performance reports for power equipment?
2:58 Did AI demand reflect in power equipment performance?
5:24 Big Tech's war for power supply: How will domestic power equipment benefit?
7:18 What differentiates Sanil Electric?
15:18 How should we view the power equipment shortage cycle?
22:18 Why are there so many transformer orders?
26:15 What are the current statuses of LS Elec and LS Cable?
HD Hyundai Electric, Sanil Electric, transformers, power equipment, Iljin Electric