LG Energy - Quick Thoughts on US$2bn EB Offering by Parent
LG Chem Ltd (051910 KS) aims to raise around US$2bn via offering 2028 and 2030 puttable USD exchangeable bonds for LG Energy Solution (373220 KS)...
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LG Energy Solution: A Big Earnings Miss in 4Q 2023
Post a major earnings miss for LGES in 4Q 2023, the consensus is likely to reduce earnings estimates of the company in 2024 and 2025.
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Exploring the Possibility of an LG Energy Solution Block Deal
This post explores LG Chem's potential LG Energy Solution block deal to meet growing fundraising needs amidst global minimum corporate tax and FEOC...
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2022 High Conviction - Kakao Bank - A Long Way to Go
Kakao Bank (KB) is South Korea’s largest digital bank. It's a subsidiary of Kakao, which holds a 27.3% stake post listing.
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LGES: Slowing Sales in Europe & A Turning Point in Momentum for Korean Rechargeable Battery Sector?
The major rechargeable battery related stocks in Korea including LG Energy Solutions, Ecopro, Ecopro BM, and POSCO DX continue to experience share...
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