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...
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LG Energy Solution (373220 KS/Buy)2026 ESS Revenue Forecast Raised by 55%
2026 ESS revenue forecast raised by 55%Maintain TP at W530,000 We maintain our target price of W530,000 for LG Energy Solution (LGES)
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Mirae Asset Minutes [2025: Volume 23]Biweekly strategy meeting recap
While rising memory prices could modestly weigh on global IT device sales in 2026, we note that memory chips’ share of smartphone BoM costs is only...
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Mirae Asset Minutes [2025: Volume 22]Biweekly strategy meeting recap
We expect AI adoption to drive meaningful price, volume, and cost improvements in 2026, supporting strong momentum in the ad segment.
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Mirae Asset Minutes [2025: Volume 21]Biweekly strategy meeting recap
With the BOK expected to keep the base rate unchanged through 2H25, market interest rates have begun to rise. This is favorable for banks’ NIMs.
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