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010120.KS LS ELECTRIC
Power & cooling · KOSPI · 한국어 페이지
Switchboards, breakers and automation. Export data does not explain revenue well (domestic sales, subsidiaries).
Current-quarter revenue estimate
Quarter ending Sep 2026 · reports Jan 27, 2027
Our estimate
₩1.8T
₩1.4T–₩2.2T
vs a year ago
+46%
vs consensus
—
Low confidence · within ±5% in 3 of 6 backtested quarters, average error 12.2%. Model: Trade data (Korea Customs Service).
Industry flow
Korea switchboard exports (>1kV) · to Sep 2026
+209%last 3 months vs a year earlier · small base a year ago, read with care
No company-specific flow — this is an industry-wide flow for context.
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
Korea switchboard exports (>1kV) Korea Customs Service | Production shipments | C Industry context | 0.31 | Sep 2026 |
Korea → US switchboard exports Korea Customs Service | Production shipments | D Weak link | 0.25 | Sep 2026 |
US imports of switchboards · panels (>1kV) US Census Bureau | End demand | D Weak link | 0.07 | Aug 2026 |
US data center construction spending (annualized) US Census Bureau (construction spending) | End demand | D Weak link | -0.53 | Aug 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.