Brokerage : Mirae Asset Securities Analyst : Kim Chul-joong Investment Rating : BUY (Maintained) Target Price : KRW 1,000,000 (Maintained) Core Momentum : Samsung SDI is expected to expand its market share and turn profitable, driven by securing North American ESS production capacity through the resolution of its GM joint venture and winning prismatic LFP…
Brokerage : Hana Securities Analyst : Kim Hyun-soo Investment Rating : BUY (Maintained) Target Price : KRW 667,000 (Maintained) Core Momentum : The resolution of the GM joint venture into a standalone subsidiary resolves North American EV JV overhang while securing massive ESS dedicated capacity, setting the stage for future earnings forecast revisions. 📊 1….
Brokerage : Mirae Asset Securities Analyst : Kim Chul-joong, Se-hoon Jung Investment Rating : BUY (Maintained) Target Price : KRW 1,000,000 (Maintained) Core Momentum : Annual and quarterly operating profit forecasts are revised upward on the back of rising BBU/data center demand and EV/ESS profitability improvements, paving the way for a turnaround in core operations…
Brokerage : Daishin Securities Analyst : Kang Gwi-yeon, Park Seo-young (RA) Investment Rating : BUY (Maintained) Target Price : KRW 690,000 (Lowered) Core Momentum : Driven by early turnaround achievement through North American ESS growth and premium mix improvements alongside one-off tariff refunds, Samsung SDI is poised for a renewed earnings expansion cycle backed by…
Brokerage : Hana Securities Analyst : Kim Hyun-soo, Hong Ji-won (RA) Investment Rating : BUY (Maintained) Target Price : KRW 667,000 (Lowered) Core Momentum : Following its return to operating profitability in Q2 after seven quarters, Samsung SDI is set to sustain underlying core earnings growth into the second half, driven by full-scale North American…
Brokerage : DS Investment & Securities Analyst : Choi Tae-yong Investment Rating : BUY (Maintained) Target Price : KRW 840,000 (Maintained) Core Momentum : Despite the dissipation of one-off tariff refunds, core operating profitability is set to turn positive driven by surging ESS sales and small battery recovery, reinforced by a massive ESS backlog secured…
Brokerage : iM Securities Analyst : Won-seok Jung, Jung-ha Park Investment Rating : Buy (Maintained) Target Price : KRW 590,000 (Lowered) Core Momentum : Accelerating a structural business transition toward ESS to capture North American AI data center power demand, enhancing medium- to long-term earnings visibility via US capacity expansions and AMPC tax credits. 📊…
Brokerage : Kiwoom Securities Analyst : Jun-soo Kwon Investment Rating : BUY (Maintained) Target Price : KRW 670,000 (Lowered) Core Momentum : While the return to quarterly operating profit opens a short-term trading window, sustained valuation re-rating requires verification of US ESS LFP production yields and a recovery in European EV market share. 📊 1….
Brokerage : Shinhan Securities Analyst : Jin-myung Lee, Myung-joo Kim Investment Rating : BUY (Maintained) Target Price : KRW 620,000 (Lowered) Core Momentum : Offsetting EV demand uncertainties through robust growth in US utility/UPS ESS and high-power small battery BBUs, initiating a structural turnaround in core operational earnings. 📊 1. [Valuation & Key Financial Metrics]…
Brokerage : IBK Securities Analyst : Hyun-wook Lee Investment Rating : BUY (Maintained) Target Price : KRW 800,000 (Maintained) Core Momentum : Entering a fundamental earnings recovery phase following a turnaround to operating profit after seven quarters, driven by North American ESS capacity expansion and AMPC recognition. 📊 1. [Valuation & Key Financial Metrics] 🚀…