I Found a Hidden Korean Data-Center Power Stock at ~10x EBIT
No mentions on X, but its products sit behind some of Korea’s largest data-center projects.
I believe I have found the cheapest energy name on the market that has not been mentioned on X.
It’s a small-cap.
Holds 70%+ market share in its niche.
It’s vastly undervalued at EV/EBIT 10 on a single name basis and vs peers which trade at 20-30X EV/EBIT. The name could double and still be valued at less than peers.
It’s customers are the big, expanding, capex heavy names in South Korea.
I believe it’s undervalued because it’s small and the market has yet to “discover” it properly as it has been doing daily with other names in the space.
I believe the business has 100%+ upside given its strong historic growth, and strong position in one of the biggest bottlenecks we’ve ever seen.
The name of the company is…

