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상기 두 가지 요인을 아직 주가에 반영하기는 이르다고 판단해 기존 삼원계 CAPA 기준으로 반영할 수 있는 최대가치 11조원 내에서의 트레이딩 접근을 권고한다.
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기존 삼원계 CAPA 기준으로 반영할 수 있는 최대가치 11조원 내에서의 트레이딩 접근을 권고한다(도표 4 참조).
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As the tenant is confirmed and orders continue, the upside for GS건설's share price is expected to open.predictionKorea can also be an opportunity, and there are sites where construction can begin immediately if leasing is confirmed; GS동해데이터센터 is such a place.statementDemand movement is expected to occur to countries equipped with sites, power, and capital.predictionWhile data center demand remains solid, supply delays in the US can be an opportunity outside the US.predictionThey also announced power grid cost burdens and reduction of tax benefits.statement
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