Tag: MEP construction
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EME Group: A Hidden Powerhouse in Data Center Infrastructure? Growth Outlook for Electrical and Mechanical Equipment
The 12-month baseline target price for Emcore Group (EME) is 1,000 KRW (approximately 1,510,000 KRW). The investment rating is Buy. Analysis based on growth visibility derived from an AI data center order backlog of 15.62 billion KRW and the lowest valuation in peers (Forward PE 29.3x).
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Comfort Systems (FIX): A Beneficiary of AI Data Center Construction? Cooling and Electrical Equipment Earnings
Comfort Systems (FIX)'s 12-month baseline target price is $2,000 (approx. 3,008,000 KRW). The investment rating is Hold. Analysis of growth visibility based on AI data center order backlog $12.45B.