37 373220.KS LG Energy Solution, Ltd. Загрузка... : Бычьи и медвежьи мнения аналитиков

Watch LG Energy Solution as IBK-mapped battery supplier to Boston Dynamics' Atlas humanoid robot; read-through on humanoid volume ramp assumptions.

LG Energy Solution is expanding into robot batteries, having secured supply deals for Tesla Optimus and product approvals from Figure AI, Boston Dynamics and Unitree. Combined with an expected H2 recovery and a swing to operating profit, the stock is in an oversold region with a target price of 530,000 KRW; overweight recommended.

High PER sectors like space/aerospace and secondary batteries will face weak investor sentiment and take a long time to recover. LG Energy Solution's earnings were only okay, not great enough to justify a quick rebound.

The author identifies a BBU cell supply bottleneck with Samsung SDI and Panasonic as beneficiaries but frames it as a supply-chain observation with hedged language, not a personal position.

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.

Battery-related stocks including EcoPro have fully priced in recent negatives, and sector leaders like LG Energy Solution are showing early signs of a rebound.

LG Energy Solution's H2 earnings outlook is improving, so the stock is worth holding through current weakness.

In the secondary battery space, prefer large-cap names like Samsung SDI, LG Energy Solution, and Posco Holdings that have already completed funding and will not face dilution from rights issues. The sector should improve from next year, but remaining risks of capital raises make the survivors safer.

Institutional investors have heavily sold a wide range of Korean large-cap stocks due to crowding into Samsung Electronics and SK hynix. These stocks have fallen sharply but maintain solid earnings. As the Q2 earnings season (July-August) approaches, money will rotate back into these ‘empty-house’ stocks that are underweighted by institutions. This rotation creates a core July strategy to buy the oversold names with earnings momentum.

The secondary battery sector's down-cycle is ending. Multiple data points confirm a bottom: Tesla sales are surging (doubled year-on-year in Korea), ESS demand is strong while qualifying capex is severely constrained, creating a semiconductor-like structural tightness. Consensus earnings for LG Energy Solution and SDI are beginning to be revised up even as stock prices have fallen. LG Energy Solution is the top pick within the sector.

In July, focus on 'institutional empty house' stocks—companies that institutions heavily sold to buy Samsung Electronics and SK Hynix. Stocks like Samsung Electro-Mechanics, Hyundai Motor, LG Energy Solution, Samsung Biologics, Doosan Enerbility, Kia, Celltrion, Samsung SDI, and LS ELECTRIC have solid earnings and are oversold, making a 20-30% rebound possible.

Secondary battery stocks have been overly punished, but Q2 earnings from majors like LG Energy Solution and Samsung SDI could show a turnaround to profitability, acting as a catalyst for the sector.

Tesla's Q2 delivery numbers are expected to beat consensus, driven by recovery in China and Europe despite weak US sales. A strong delivery figure will revive sentiment for Korean secondary battery stocks (LG Energy Solution, L&F, Samsung SDI), which are heavily beaten down and have low Q2 earnings expectations but are poised for a gradual H2 recovery. The setup provides buying opportunities on dips, though chasing spikes is risky.

Tesla's Q2 delivery numbers are expected to beat consensus due to recovery in China and Europe. This recovery will positively impact domestic secondary battery and ESS companies like LG Energy Solution, LNF, and Samsung SDI, which are bottoming out.

LG Energy Solution, as the sector's market leader, could challenge the 500,000 won level if a Q2 profit turnaround materializes. The stock has fallen sharply and now offers an upside catalyst.

Korean secondary battery stocks are deeply oversold despite no earnings estimate downgrades. Lithium price declines have already been factored in, with analysts still using conservative $10 assumptions. The sector is at 'over-sold market cap' levels, historically leading to rapid short-covering rallies. The market has already begun showing sector-wide short-covering.

Korean battery makers will dominate the US ESS market, capturing 70–80% share within a few years. US tax credit rules require annual reductions in Chinese content, effectively excluding Chinese LFP batteries. Panasonic is not aggressive. Samsung SDI and LG Energy Solution are building US LFP lines with strong customer commitments, turning a sub-10% share into overwhelming dominance and creating massive earnings growth.

The secondary battery down cycle is ending. LG Energy Solution and Samsung SDI are seeing their earnings consensus revised upward. July is viewed as a potential bottom, making this a good accumulation window for the cell makers ahead of a cycle recovery.

The secondary battery down-cycle is ending. LG Energy Solution and Samsung SDI are seeing earnings troughing, and various data points (Tesla sales in Europe/Asia recovering, US decline narrowing) suggest a turn is near. He sees July as the time to start accumulating these beaten-down leaders before the cycle turns.

Корейский сектор вторичных аккумуляторов снова начинает движение: Samsung SDI восстанавливается на фоне ожиданий от твердотельных аккумуляторов, также под наблюдением находится LG Energy Solution; для участия доступен ETF-продукт.

LG Energy Solution медленно начинает ралли, но обязательно наверстает упущенное. Ожидается, что во втором квартале 2026 года компания выйдет на прибыльность, что послужит катализатором роста. Доля иностранных инвесторов неуклонно растет. Акции значительно отстали от Samsung SDI, поэтому разворот тренда спровоцирует догоняющее ралли. Долгосрочный спрос на системы накопления энергии (ESS) со стороны центров обработки данных ИИ поддерживает рост.

Генеральный директор CATL заявил, что коммерциализация твердотельных аккумуляторов затруднена до 2030 года, что дает корейским производителям ячеек NCM преимущество на несколько лет. Samsung SDI и LG Energy Solution готовы к восстановлению по мере улучшения показателей прибыли, а мероприятие InterBattery Europe послужит катализатором этого процесса.

Корейские производители аккумуляторных элементов LG Energy Solution и Samsung SDI готовы извлечь выгоду из растущего мирового спроса на системы накопления энергии (ESS), а также из политики США и ЕС, которая все чаще исключает китайские поставки аккумуляторов. Налоговый кредит на инвестиции согласно разделу 48C (Section 48C) в США требует использования элементов некитайского производства для получения субсидий, а налоговый кредит на передовое производство (AMPC) ежегодно ужесточает правила поиска поставщиков, не являющихся иностранными организациями, вызывающими обеспокоенность (FEOC). Европейский закон об ускорении промышленного развития (European Industrial Acceleration Act) также ограничивает китайские поставки, отдавая предпочтение странам, имеющим соглашения о свободной торговле (FTA), таким как Корея. Обе компании уже получают крупные заказы от американских энергетических девелоперов и располагают производственными мощностями в Европе, что позволяет им увеличить свою долю на рынке.

Акции компаний с большой капитализацией в секторе вторичных аккумуляторов, Samsung SDI и LG Energy Solution, демонстрируют уверенный технический отскок из зоны перепроданности. Сектор сильно перепродан и начинает разворачиваться, что создает возможность для краткосрочного роста.

Акции производителей вторичных аккумуляторов, такие как LG Energy Solution, Samsung SDI и POSCO Holdings, достигли дна. Они выиграют от политики США и Европы, направленной на снижение зависимости от Китая.

Акции производителей вторичных аккумуляторов LG Energy Solution и Samsung SDI демонстрируют сигналы восстановления. Спрос на электромобили в США и Европе достиг своего дна, а тенденция политики по снижению зависимости от Китая направляет субсидии США и ЕС в сторону корейских поставщиков. Компания LG Energy Solution уже начала повышать прогнозы по прибыли, а Samsung SDI получает новые заказы от Mercedes, VW и BMW, в то время как направление ESS остается значительным преимуществом.

Акции производителей вторичных аккумуляторов все еще находятся вблизи минимумов и теперь предлагают выгодные торговые возможности; спикер сужает фокус внимания до трех названий: LG Energy Solution, Samsung SDI и L&F.

Chinese battery companies like CATL dominate the ESS battery market with LFP and now sodium technology, while Korean firms (LG Energy Solution, Samsung SDI) are still at R&D stage for sodium and struggling with LFP cost competitiveness. GM's shift to sodium batteries for ESS further cements Chinese dominance. This structural headwind makes Korean battery makers likely to lose market share and margin power in the fast-growing ESS segment.

Secondary battery stocks have corrected heavily and now show price merit and technical bottoming signals. US solar installation data (90% solar) supports power-related demand, and LG Energy Solution rose 4.8% with signals pointing to an upcoming rally.

Secondary battery stocks are heavily oversold and there is broad consensus about the sell-off. Any positive trigger will attract strong trading flows and fuel a sharp rebound. Earnings are expected to turn to profit from Q3 for SDI and LG Energy Solution, ESS demand keeps growing, and policy clarity after elections supports the sector.