External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

External broker reports(aggregated public sources)

Leading full-service brokerage firm in Vietnam. 

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Equity Bottom-Up

<ul><li>We raise our target price for Samsung SDI to W450,000 (from W315,000), reflecting a significant upward revision to our outlook for the company’s ESS business.</li><li>During its 3Q25 earnings call, the company disclosed plans to strengthen its competitiveness in the ESS segment, including through additional production line conversions in North America.</li><li>We now forecast ESS revenue at W3.8tr for 2026 and W6.5tr for 2027 (revised up by 36% and 72%, respectively).</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

We raise our target price for Samsung SDI to W450,000 (from W315,000), reflecting a significant upward revision to our outlook for the company’s ESS business.During its 3Q25 earnings call, the company disclosed plans to strengthen its competitiveness in the ESS segment, including through additional production line conversions in North America.We now forecast ESS revenue at W3.8tr for 2026 and W6.5tr for 2027 (revised up by 36% and 72%, respectively).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Samsung SDI (006400 KS/Buy)Valuation Gap with Global Peers to Narrow; Raise TP to W450,000

South Korea

Samsung SDI Co., Ltd. specializes in developing Lithium Ion Battery (LIB) technology.  The Company also manufactures cathode ray tubes (CRTs) for televisions and computer monitors.  Samsung SDI also produces liquid crystal display (LCD) components and rechargeable batteries for cellular phones , personal digital assistants (PDAs), Energy Storage Systems and solar panels.

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Samsung SDI (006400 KS)

Samsung SDI (006400 KS/Buy)Valuation Gap with Global Peers to Narrow; Raise TP to W450,000

We raise our target price for Samsung SDI to W450,000 (from W315,000), reflecting a significant upward revision to our outlook for the company’s...

Mirae Asset Securities

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