#EV supply chain

3개의 글

July 15, 2026

SungEel HiTech (365340) Stock Outlook 2026: Battery Recycling Pure-Play vs the Metal Price Cycle

SungEel HiTech (KOSDAQ 365340) 2026 stock outlook. A qualitative deep dive into the battery-recycling business model, black-mass hydrometallurgy that recovers nickel, cobalt and lithium, the brutal metal-price leverage, EV demand air-pockets, IRA and CRMA tailwinds, and the competitive field for foreign investors.

SungEel HiTech 365340 battery recycling

July 14, 2026

PNT (137400) Stock Outlook 2026: A Battery Equipment Maker's Backlog Cycle and Its Push Into Materials Tooling

PNT (137400) stock outlook for 2026. A close look at this Korean battery equipment maker's roll-to-roll electrode coating moat, its expansion into copper foil and materials tooling, the order-backlog cycle that drives earnings, and the front-end capex risk every equipment investor has to price in.

PNT 137400 battery equipment

June 23, 2026

POSCO Holdings Stock Outlook 2026: Steel Cyclicality Meets a Lithium-to-Cathode Growth Story

POSCO Holdings (005490) 2026 stock analysis: the dual identity of a cyclical Korean steelmaker and a vertically integrated battery-materials platform spanning Argentine brine lithium, nickel, cathode via POSCO Future M, holding-company discount, dividends, and lithium-price risk.

POSCO Holdings 005490 POSCO