EV Battery: Which One Is for You?
Comparing Samsung SDI, LG Energy Solution, and CATL in the battery business, highlighting the importance of US AMPC and alternative valuation...
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LG Energy Solution: Block Deal Sale of Its Stake in Liontown Resources for About 430 Billion Won
After the market close on 25 February, it was reported that LG Energy Solution plans to conduct a block deal sale of all of its stake in Liontown...
604 Views
LG Energy Solution (373220 KS/Buy)ESS-Driven Earnings Improvement to Begin
ESS-driven earnings improvement to beginMaintain TP of W520,000; passing through quarterly earnings trough We maintain our target price of W520,000...
174 Views
LG Energy Solution (373220 KS/Buy)Down-Cycle Nearing an End
Down-cycle nearing an endCut TP to W520,000 We cut our target price for LG Energy Solution (LGES) to W520,000 (from W610,000), as we revised down...
187 Views
LG Energy Solution (373220 KS/Buy)ESS Revenue Likely to Exceed EV-Related Revenue in 2027
We revised up our valuation of the ESS business to W78tr, reflecting both a higher 2027 EBITDA estimate (W3.1tr vs. W2.8tr previously) and a higher...
508 Views