Category: EV & Battery

Brokerage : Shinhan Securities Analyst : Jin-myung Lee, Myung-joo Kim Investment Rating : BUY (Maintained) Target Price : KRW 700,000 (Lowered) Core Momentum : Initiating a sequential earnings turnaround starting with a 2Q operating profit after seven quarters, set to gain traction in 2H26 via higher European EV plant utilization and North American LFP capacity…

Read More “[Research] Samsung SDI (006400) – Shinhan Securities | Profit Turnaround · ESS Margin Support · North America LFP Ramp-up / 2026-07-20” »

Brokerage : iM Securities Analyst : Won-seok Jung, Jung-ha Park Investment Rating : Buy (Maintained) Target Price : KRW 700,000 (Lowered) Core Momentum : Despite EV demand headwinds, medium- to long-term earnings visibility is set to improve driven by surging AIDC ESS demand and expanding North American market share as US regulatory curbs on Chinese…

Read More “[Research] Samsung SDI (006400) – iM Securities | AIDC ESS Demand · US Regulation Benefits · Profit Turnaround / 2026-06-30” »

Brokerage : Mirae Asset Securities Analyst : Chul-joong Kim, Se-hoon Jung Investment Rating : BUY (Maintained) Target Price : KRW 1,000,000 (Maintained) Core Momentum : Returning to operating profitability after seven quarters on data center ESS mix improvements and Hungarian fab utilization, set to drive aggressive order expansion via potential cash inflows from SDC stake…

Read More “[Research] Samsung SDI (006400) – Mirae Asset Securities | Data Center ESS · Potential SDC Monetization · Operating Profit Turnaround / 2026-06-26” »

Brokerage : iM Securities Analyst : Won-seok Jung Investment Rating : Buy (Maintained) Target Price : KRW 800,000 (Maintained) Core Momentum : Surging AI data center power requirements and intensifying US regulatory restrictions on Chinese batteries are set to drive North American ESS market share gains and secure medium- to long-term growth. 📊 1. [Valuation…

Read More “[Research] Samsung SDI (006400) – iM Securities | AIDC ESS Demand · US Regulation Benefits · Medium- to Long-Term Growth / 2026-05-11” »

Brokerage : Kiwoom Securities Analyst : Jun-soo Kwon Investment Rating : BUY (Maintained) Target Price : KRW 820,000 (Raised) Core Momentum : Driven by strong demand in ESS and small-battery BBUs alongside a projected 4Q26 profit turnaround, medium- to long-term valuation re-rating is supported by visible market share recovery in Europe by 2028. 📊 1….

Read More “[Research] Samsung SDI (006400) – Kiwoom Securities | ESS & BBU Momentum · Europe Market Share Recovery · 4Q26 Turnaround / 2026-04-29” »

Brokerage : Shinhan Securities Analyst : Jin-myung Lee, Myung-joo Kim Investment Rating : BUY (Maintained) Target Price : KRW 800,000 (Raised) Core Momentum : Rapid growth in US grid ESS demand and robust cylindrical BBU orders, paired with 2H26 European volume EV launches and North American LFP capacity ramp-up, drive a projected operating profit turnaround…

Read More “[Research] Samsung SDI (006400) – Shinhan Securities | US ESS Demand Surges · BBU Growth · 4Q26 Turnaround / 2026-04-29” »

Brokerage : iM Securities Analyst : Won-seok Jung, Jung-ha Park (RA) Investment Rating : Buy (Maintained) Target Price : KRW 800,000 (Raised) Core Momentum : Narrowing battery operating losses alongside surging AI data center ESS demand and intensifying US regulatory curbs on Chinese batteries are set to drive long-term earnings growth, supporting a buy-on-dips trading…

Read More “[Research] Samsung SDI (006400) – iM Securities | Surging AIDC ESS Demand · US Regulatory Tailwinds · Valuation Assessment / 2026-04-29” »

Brokerage : IBK Securities Analyst : Hyun-wook Lee Investment Rating : BUY (Maintained) Target Price : KRW 800,000 (Raised) Core Momentum : Confirming an earnings bottom in 1Q26 and entering an operational turnaround toward a 4Q26 operating profit, supported by rising European EV utilization and North American ESS capacity fully booked through 2028. 📊 1….

Read More “[Research] Samsung SDI (006400) – IBK Securities | Fully Booked North America ESS · Hungarian Utilization Recovery · 4Q26 Turnaround / 2026-04-29” »

Brokerage : Mirae Asset Securities Analyst : Chul-joong Kim, Se-hoon Jung Investment Rating : BUY (Maintained) Target Price : KRW 1,000,000 (Raised) Core Momentum : Building on 1Q26 cost structure improvements, the company is poised for aggressive order expansion backed by the ongoing pursuit of SDC stake monetization, driving a full-year 2026 return to operating…

Read More “[Research] Samsung SDI (006400) – Mirae Asset Securities | SDC Stake Monetization Pursuit · North America ESS & Europe EV Order Acceleration · Operating Profit Turnaround / 2026-04-29” »

Brokerage : Hana Securities Analyst : Hyun-soo Kim, Ji-won Hong (RA) Investment Rating : BUY (Maintained) Target Price : KRW 857,000 (Raised) Core Momentum : Narrowing quarterly operating losses backed by rising Hungarian plant utilization and surging North American power-grid ESS demand, driving upward revisions for 2028 earnings and valuation multiple expansion. 📊 1. [Valuation…

Read More “[Research] Samsung SDI (006400) – Hana Securities | Plant Utilization Recovery · North America ESS Demand · Valuation Re-rating / 2026-04-29” »