SSDIY Samsung SDI Co Ltd (GDR) Загрузка... : Бычьи и медвежьи мнения аналитиков
Загрузка графика...
Лучшие сигналы
Лента
08:31
12 авг
12 авг
Samsung SDI sell-off was a misunderstanding
Samsung SDI plunged after news it terminated a contract with GM, but that was a complete misunderstanding. The contract termination is actually positive for Samsung SDI. The analyst report titled 'Perfect Misunderstanding' clarified the event, and the stock recovered strongly the next day.
Сред.
00:54
12 авг
12 авг
Ending GM JV boosts Samsung SDI's profitability.
Samsung SDI's decision to end its EV battery joint venture with GM is actually a positive move, allowing the company to focus on the more profitable ESS market and receive direct subsidies without sharing.
Выс.
11:04
11 авг
11 авг
JV cancellation is positive, buying opportunity.
Samsung SDI’s termination of its EV battery joint venture with GM is being misinterpreted as negative, but it is actually positive. Going solo allows better capital allocation and avoids the dilution and complications of the partnership, making the current sell-off a buying opportunity.
Сред.
08:30
11 авг
11 авг
GM JV exit positive; Samsung SDI long
Samsung SDI's decision to end its GM joint venture and convert to a standalone operation was treated as negative news, causing the stock to dip today. However, this is actually positive because it frees the company to pursue more profitable battery contracts with other customers. The sell-off looks like a pretext for a correction, and the contrarian view is to buy on this misinterpretation.
Сред.
04:50
11 авг
11 авг
Samsung SDI and General Motors announce a plan to develop prismatic batteries.
Samsung SDI and General Motors announce a plan to develop prismatic batteries for next-generation electric vehicles.
09:30
10 авг
10 авг
Worst over, battery stocks recovering
Korean secondary battery stocks have suffered from supply damage but the worst is now behind them. Samsung SDI reported surprisingly good earnings, and LNF posted solid net profit. LNF already bounced 25% from its bottom, and the sector has further room to recover as the swing trade continues.
Сред.
08:21
10 авг
10 авг
Battery stocks poised for Q3 rebound.
Secondary battery stocks reported decent Q2 earnings overall, and Q3 expectations are building. Samsung SDI lagged early but rallied nearly 5% late, and material names like L&F also moved, indicating a tradeable bounce is underway.
Низ.
02:01
10 авг
10 авг
Korean battery turnaround like shipbuilding
Korean battery makers (Samsung SDI, LG Energy Solution) are in a turnaround similar to Korean shipbuilders two years ago. US policies are increasingly restricting Chinese batteries, leaving Korean companies as the main beneficiaries. ESS demand is the fastest solution to power bottlenecks, with higher ASP and margins driving an earnings recovery. The situation mirrors the early stages of the shipbuilding upcycle where policy and market shifts turned sentiment and numbers positive.
Выс.
00:53
10 авг
10 авг
Battery sector bottomed, tactical bounce
POSCO Future M’s 3 trillion won LFP cathode order lifted the entire battery sector. Samsung SDI and LG Energy Solution were dragged higher. The sector has likely bottomed and further supply inflows are possible, offering a tactical bounce trade.
Сред.
03:00
09 авг
09 авг
Secondary battery sector has likely bottomed out.
The secondary battery sector appears to have finally bottomed out, catalyzed by POSCO Future M securing a massive 3 trillion KRW LFP cathode order, which is lifting sentiment for cell makers like Samsung SDI and LG Energy Solution.
Сред.
11:14
07 авг
07 авг
Buy secondary batteries on oversold bounce.
Secondary battery stocks are a buy now because they have been extremely oversold and fundamentals are improving. Samsung SDI turned to profit after seven quarters, LG Energy Solution after three, and LNF reported solid earnings. Although valuations are not cheap (50x P/E for cells), stocks can rise on supply-demand flows as money rotates from semiconductors into other sectors. Samsung SDI has better stock momentum and is preferred over LG Energy Solution. US regulation against China further benefits Korean battery companies.
Выс.
11:05
07 авг
07 авг
Trade Samsung SDI as battery sector leader.
Secondary battery stocks are a trading play. Samsung SDI is the sector leader with relatively cheaper valuations (27x PER) compared to peers, and the ESS market drives near-term momentum.
Сред.
11:00
07 авг
07 авг
Battery sector recovers on large cathode deal.
The battery sector is showing signs of bottoming, driven by a large LFP cathode supply agreement (190,000 tons over 6 years). Battery manufacturers and material companies like Posco Future M and Samsung SDI are recovering on improved electric vehicle demand.
Сред.
08:05
07 авг
07 авг
Samsung SDI leads ESS-driven battery trading.
Samsung SDI is the current leader in the second battery sector driven by the ESS theme. It has just started mass-producing ESS and trades at a relatively attractive valuation (around 27x forward P/E) versus peers like LG Energy Solution (49x) and EcoPro BM (157x). The stock shows relative strength, not falling back to October lows, and offers a short-term trading buy opportunity.
Сред.
06:30
07 авг
07 авг
Samsung SDI leads cell turnaround.
Among battery cell makers, Samsung SDI is the standout as it quickly turned profitable. While rising lithium prices could pressure cell margins overall, Samsung SDI is relatively stronger and worth watching as the top pick in the cell space.
Сред.
05:05
07 авг
07 авг
Samsung SDI leads secondary battery rebound
Secondary battery stocks have returned as market leadership. Samsung SDI delivered a Q2 profit turnaround with over 200 billion won surplus, and the outlook improves into H2. Expectations for all-solid-state batteries provide additional upside. He favors SDI over LG Energy Solution for individual investors.
Выс.
00:51
06 авг
06 авг
Robot battery contract catalyst approaching
Samsung SDI and LG Energy Solution are competing to supply batteries for Hyundai Motor Group’s Atlas humanoid robot. The final supplier selection has been delayed to year-end. Whichever company wins the contract will get a significant momentum catalyst, making both worth watching.
Сред.
00:47
04 авг
04 авг
Government ESS orders lift Korean battery stocks
The government's ESS central contract market is concentrating massive volumes in Jeonnam. SK On, Samsung SDI and LG Energy Solution have already won significant orders, and a third round will open mid-month. This creates a visible order pipeline and earnings momentum for Korean battery makers.
Сред.
03:00
01 авг
01 авг
Oversold cash-flow stocks to rotate up
After the initial semiconductor-led rebound reaches around KOSPI 7,400, sector rotation is expected into oversold KOSPI stocks with strong free cash flow growth, low PER, and improving profitability. A quant screen identified Hyundai Mobis, Hyundai Motor, Doosan Enerbility, Naver, Samsung SDI, LG Electronics, Hana Ocean, LS Electric, HD Hyundai Electric, Isu Petasys, Hana Solution, Daeduck Electronics, Hana Engine, DB Tech, and Iljin Electric as such candidates.
Сред.
00:50
31 июл
31 июл
Korean battery makers' profits are growing.
Korea's major battery manufacturers are an attractive investment following surprisingly strong Q2 results. All three companies (LG Energy Solution, Samsung SDI, SK On) saw revenue growth and a successful swing to profitability. This was driven by expanding demand for batteries for AI data centers, such as in Energy Storage Systems (ESS) and Uninterruptible Power Supplies (UPS). As the market stabilizes, these companies are poised to rally based on solid, improving fundamentals.
Выс.
23:29
30 июл
30 июл
K-battery dark tunnel ends, ESS boom
The three major Korean battery makers all turned profitable in Q2. Data center ESS demand is surging and will provide sustainable revenue growth, not a one-quarter flash. Samsung SDI and SK On are already profitable excluding US AMPC production credits, while LG Energy Solution still relies on subsidies but is improving. The industry is exiting the ‘dark tunnel’ as North American factories pivot to ESS and benefit from stable AMPC inflows.
Выс.
11:30
30 июл
30 июл
Battery stocks turning profitable, supply shortage ahead.
Korean secondary battery makers have turned profitable after seven quarters, and analysts expect a supply shortage by late 2027. Stocks are heavily beaten down, making this an attractive entry for a longer-term recovery and portfolio diversification.
Сред.
11:03
30 июл
30 июл
Samsung SDI a beaten-down rebound play.
Samsung SDI has fallen sharply and not yet participated in any meaningful rebound, making it a candidate for rotation out of overbought stocks. Its valuation is compressed, and with a shift to beaten-down large-caps, Samsung SDI offers an opportunity for recovery in the second half.
Сред.
08:44
30 июл
30 июл
Avoid high-multiple tech under bond pressure.
Avoid Samsung Electro-Mechanics and Samsung SDI as high-multiple, long-duration earnings stocks are being repriced under bond vigilante pressure; good results fail to lift shares.
Выс.
08:30
25 июл
25 июл
Samsung SDI breakout leads battery sector
Samsung SDI is showing strong price action and the determination to break above its 20-day moving average. As the traditional leader of the secondary battery sector, a successful breakout by Samsung SDI would pave the way for the rest of the group to follow, making it a key bellwether for the entire sector's next move.
Сред.
12:00
23 июл
23 июл
Oversold battery cells, ESS supply crunch.
Korean secondary battery cell makers are deeply oversold and offer a medium-term opportunity. Samsung SDI’s ESS revenue is overtaking EV revenue from Q4, and the conversion of idle EV lines to ESS improves utilization rates. Analysts expect an ESS supply shortage by the second half of 2027. Investors should focus on cell manufacturers such as Samsung SDI, LG Energy Solution, and also check SK Innovation as a related play on SK On.
Сред.
11:04
23 июл
23 июл
Samsung SDI leads on ESS demand surge
Secondary battery cell makers, especially Samsung SDI, are set for a re-rating because ESS demand is surging and by 2027 ESS will overtake EV revenue. Samsung SDI is leading the sector with a 20-day MA breakout, and the conversion of EV lines to ESS will improve utilization and earnings. The stock has been heavily sold and now offers a compelling risk/reward.
Сред.
08:53
23 июл
23 июл
Samsung SDI leads battery recovery.
Samsung SDI is leading the second battery sector rebound, breaking above the 20-day moving average and signaling a trend change; the sector is driven by ESS demand and a third-quarter earnings turnaround, and SDI's leadership role makes it the key name to play the recovery.
Сред.
09:14
21 июл
21 июл
Samsung is building a hybrid bonding line and considering multiple equipment suppliers.
Samsung is building a hybrid bonding line and considering multiple equipment suppliers, but the timeline is uncertain and no trade position is stated.
00:00
18 июл
18 июл
Samsung SDI recovers key moving averages
Samsung SDI has been under pressure for two months after a bounce driven by secondary battery turnaround expectations, but institutions have been continuously buying; the stock is likely to recover its 5-month and 20-week moving averages before year-end.
Сред.
Об аналитическом покрытии SSDIY
Buzzberg отслеживает SSDIY (Samsung SDI Co Ltd (GDR)) в 8 источниках. Бычьих сигналов: 120, медвежьих: 0, от 34 аналитиков. Сентимент преимущественно бычий (85%). Всего отслеживаются 142 торговые идеи. За последние 7 дней: бычьих: 15, наблюдение: 1. Последние спикеры: Lee Kwon-hee, FirstSquawk, Hwang Yoo-hyun.