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Apis Global Discovery Fund's investment thesis on LS Electric ($010120.KS) — Q4 2023 | Buyside Digest

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$010120.KSNASDAQLS Electric

BULL

Apis Global Discovery Fund—010120.KS

Fund Letter

Q4 2023

Published December 31, 2023

View Fund Profile

$195300.00USD

+0.0% vs last month

$14920.00Pitched

+1209.0% since pitch

Market Cap$30.13T

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

LS Electric provides turnkey electrical grid connections for new Korean-owned factories being built in the U.S. under the CHIPS Act. Backed by a...

— Daniel Barker

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What other investors think about $010120.KS, and what else Apis Global Discovery Fund is buying.

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Other investors who've written on LS Electric

Apis Flagship FundBULL

Pitched Dec 31, 2023

LS Electric is poised to benefit from US factory onshoring driven by the CHIPS Act, serving as a turnkey electrical solution provider for Korean car, battery, and semiconductor firms. Trading at 9x...

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