Korean Securities Firms Highlight Power Equipment Stocks as Next AI Investment Leader on July 27

According to Yonhapnews and major Korean securities firms, power equipment stocks are emerging as the next sector to lead the AI investment cycle. While power equipment stocks have adjusted relative to semiconductor shares, global manufacturers' earnings outlooks are being revised upward, analysts said on July 27. Firms including Mirae Asset Securities, KB Securities, and others forecast that increased power demand from expanding AI data center investments will support long-term profit growth in transformers, switchgear, and energy storage systems. The outlook for earnings and earnings revisions remain intact despite recent price weakness, presenting a potential buying opportunity as valuations have become less stretched compared to peers.
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