LG Energy Solution (373220 KS/Buy)Earnings Beat Finally in Sight
We maintain our target price of W510,000 on LG Energy Solution (LGES). We revised up our 3Q26 operating profit estimate from W223bn to W403.7bn.
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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...
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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...
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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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