Сигналы
9
#1071
Альфа-оценка 10.9
Im Seong-gyun
Директор
Винрейт
22.2%
доходность
-8.8%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
03 июл
$318000.00
-2.5%
POSCO Holdings owns a significant lithium brine asset (salt lake) and has built a vertically integrated battery materials chain, leveraging its steel-industry expertise in mineral processing. This vertical integration and resource ownership are underappreciated by the market and would be re-rated if battery themes return.
Металлы/добыча
Лонг
03 июл
$462500.00
+3.4%
Samsung SDI's long mass-production experience in prismatic cells gives it a customer-access advantage in the ESS and EV markets, as major Chinese competitors (CATL, BYD) also use a prismatic form factor. Combined with local factories in Hungary and the US and Europe's Net Zero Industry Act favoring non-Chinese suppliers, SDI is well-positioned to gain share.
Батареи и накопители
Лонг
03 июл
$361000.00
-4.8%
LG Energy Solution's extensive patent portfolio of 100,000+ global patents, especially US-registered ones, gives it a strong competitive moat. Recent enforcement actions (via patent management companies) against Chinese rivals like Sunwoda have led to sales bans and settlements, and similar patent attacks will increasingly protect LGES's market access.
Батареи и накопители
Лонг
01 июл
$140700.00
-7.0%
After a sharp decline in Q4 2024 and Q1 2025, US electric vehicle sales are showing stabilization and recovery in Q2. Tesla and GM are improving, and within Hyundai Motor Group, Kia is performing better than expected. This suggests the US EV demand trough has passed for these brands.
Авто/EV
Лонг
01 июл
$108600.00
-3.8%
Battery recycling mandates being adopted in US states will increase the end-of-life cost of LFP batteries because they mainly contain low-value lithium, while NCM batteries contain nickel, cobalt and lithium with much higher recycling value. The added recycling costs will shift relative system-level cost advantages away from LFP and toward ternary batteries, benefiting the Korean NCM cathode supply chain.
Критические минералы
Лонг
01 июл
$131200.00
-19.5%
Battery recycling mandates being adopted in US states will increase the end-of-life cost of LFP batteries because they mainly contain low-value lithium, while NCM batteries contain nickel, cobalt and lithium with much higher recycling value. The added recycling costs will shift relative system-level cost advantages away from LFP and toward ternary batteries, benefiting the Korean NCM cathode supply chain.
Критические минералы
Лонг
01 июл
$77.08
+14.0%
After a sharp decline in Q4 2024 and Q1 2025, US electric vehicle sales are showing stabilization and recovery in Q2. Tesla and GM are improving, and within Hyundai Motor Group, Kia is performing better than expected. This suggests the US EV demand trough has passed for these brands.
Авто/EV
Лонг
01 июл
$417.00
-12.8%
After a sharp decline in Q4 2024 and Q1 2025, US electric vehicle sales are showing stabilization and recovery in Q2. Tesla and GM are improving, and within Hyundai Motor Group, Kia is performing better than expected. This suggests the US EV demand trough has passed for these brands.
Авто/EV
Лонг
10 мая
$289250.00
-46.4%
Posco Future M is a key non-China graphite anode supplier benefiting from the US exemption on Chinese graphite and the broader supply chain diversification trend. Its natural graphite processing and new synthetic graphite plant in Vietnam position it to capture growing demand from battery makers, despite recent cost challenges.
Критические минералы
Показано 9 из 9 коллов · сортировка по упоминаниям
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У Im Seong-gyun на Buzzberg отслеживается 9 торговых идей по 9 тикерам с мая 2026. #1071 в рейтинге Buzzberg Alpha. Чаще всего покрывает: TSLA, GM, 003670.KS.
