#EV

23개의 글

July 14, 2026

KG Mobility (003620) Stock Outlook 2026: SsangYong's Rebirth or a Small-Cap Automaker's Ceiling?

KG Mobility (KRX: 003620) 2026 stock outlook. A qualitative deep dive into the SsangYong-to-KG Mobility turnaround — the Mahindra era, court receivership, the KG Group acquisition — plus the Torres, Actyon, Rexton and Musso pickup lineup, the Torres EVX with BYD batteries, KG Steel synergy, export/CKD ambitions, and the scale gap versus Hyundai and Kia. Framed for foreign investors sizing a Korean small-cap auto turnaround.

KG Mobility 003620 Korea stocks

July 13, 2026

005070 (Cosmo AM&T) Stock Outlook 2026: Balancing High-Nickel Cathodes and MLCC Films

Cosmo Advanced Materials (Cosmo AM&T, KRX 005070) 2026 stock outlook: a qualitative deep dive into its high-nickel NCM cathode growth story, the steady cash flow of its MLCC release and toner film business, EV demand chasm exposure, lithium and nickel price pass-through, heavy capex financing risk, and how it stacks up against larger cathode makers like EcoPro and L&F.

Cosmo AMT 005070 Korea Stocks

July 3, 2026

Lithium Americas (LAC) Stock Outlook 2026: Betting on US Domestic Lithium

Lithium Americas (NYSE: LAC) Stock Outlook 2026 deep dive: the Thacker Pass project in Nevada, GM's investment and US DOE loan, IRA tailwinds, the lithium price cycle downturn, EV demand sensitivity, construction ramp-up risk, dilution, and a practical investor framework.

Lithium Americas LAC US Stocks

June 29, 2026

MP Materials (MP) Stock Outlook 2026: Is the U.S. Rare-Earth Magnet Play Real?

MP Materials (NYSE: MP) stock outlook 2026. We examine the Mountain Pass mine, NdPr neodymium magnet vertical integration, Defense Department backing, GM and Apple supply deals, the China supply-chain independence theme, and the rare-earth price and Chinese dumping risks, plus the metrics to watch each quarter.

MP Materials MP rare earth

5 de junio de 2026

NIO Perspectivas 2026 — El Foso del Intercambio de Baterías Frente a la Guerra de Precios China

Análisis profundo de NIO para 2026: modelo BaaS de intercambio de baterías, expansión de las sub-marcas Onvo y Firefly, la guerra de precios de los EV chinos, riesgo ADR y VIE para el inversor hispanohablante, tabla de competidores y lista de control para resultados trimestrales.

NIO VehiculosElectricos IntercambioBaterias

2026년 5월 20일

한온시스템(018880) 주가 전망 2026: 전동화 전환과 자동차 공조 2위의 미래

한온시스템(018880) 2026년 주가 전망을 전기차 열관리 시스템 수주 추세, 글로벌 자동차 공조(HVAC) 2위 위상, 비스테온 출신 모태와 한앤컴퍼니 매각 이력, 완성차 고객사 집중도, 전동화 모멘텀과 재무 부채 리스크 관점에서 강세·기본·약세 시나리오로 종합 분석합니다.

018880 한온시스템 한국주식