006400.KS Samsung SDI Co., Ltd. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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23:48
Apr 20
Apr 20
Samsung SDI supplies all German luxury carmakers.
Samsung SDI has secured battery supply deals with all three German premium automakers (BMW, Mercedes-Benz, Audi), making it a key supplier for their next-generation electric vehicle platforms (e.g., Mercedes MMA platform). This marks a significant expansion of its customer base and revenue potential.
HIGH
08:32
Apr 20
Apr 20
Samsung SDI upside limited, avoid.
Samsung SDI has rallied to its target zone (50-60 million won range from 80 million won high). Further upside is limited and risk-reward is unattractive. Better to avoid chasing here; the stock is now burdensome.
MED
03:23
Apr 20
Apr 20
Battery cell makers bottom, long.
The battery sector has bottomed, with cell makers like LG Energy Solution and Samsung SDI benefiting from ESS demand, LFP conversion, US AMPC subsidies, and rising EPS. The growth narrative has shifted from EV to energy security, making these names attractive.
HIGH
01:55
Apr 20
Apr 20
Samsung SDI follows LG in ESS
Samsung SDI is the second-mover in LFP conversion for ESS, starting production this year after LG. It is outperforming as the next major beneficiary of ESS growth and AMPC benefits, with 20-30% upside based on three-year forward valuation on secured orders.
HIGH
About 006400.KS Analyst Coverage
Buzzberg tracks 006400.KS (Samsung SDI Co., Ltd.) across 1 sources. 3 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (75%). 4 total trade ideas tracked.