#EV Battery

3개의 글

May 26, 2026

Lotte Chemical (011170) Stock Outlook 2026: Korean Petrochemical Cycle Bottom and Battery Materials Pivot

Lotte Chemical (KS:011170) 2026 analysis for global investors. NCC ethylene margins, Asia PE/PP spread compression from Chinese overcapacity, EV battery separator film business, KRX trading mechanics, and how foreign investors access this Korean petrochemical cycle play.

011170 Lotte Chemical Korean Stocks

May 14, 2026

Ecopro (086520) Stock Outlook 2026: EV Battery Cycle Recovery and the Holding Company Discount

Ecopro 086520 stock outlook 2026: holding company NAV discount, high-nickel cathode EV recovery, vertical integration, and bull/base/bear scenarios.

Ecopro 086520 Cathode Material

April 27, 2026

Samsung SDI (KRX 006400) Stock Outlook 2026: Prismatic vs Cylindrical, IRA, and the CATL Gap

Samsung SDI (KRX 006400) 2026 stock outlook: Hungary factory utilization, US IRA AMPC credits via GM and Stellantis JVs, 26700 cylindrical cell ramp, ESS market recovery, and how SDI stacks up against CATL and LG Energy Solution in the global battery race.

삼성SDI 006400 Samsung SDI