033790.KQ FINO Inc. Loading... : Bullish and Bearish Analyst Opinions

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22:05
Sep 01
Buy LFP cathode leaders on ESS bottleneck.
Meritz research argues the 2026-2027 LFP battery bottleneck will come from material supply self-sufficiency, driven by US FEOC and IRA policy and ESS and data center demand. Domestic cell makers are scaling LFP capacity, so Korean cathode suppliers must be used instead of Chinese material. LNF is the top pick because it already supplies LFP material, followed by Pino and Posco Future M, with order momentum expected to continue.
MED
03:00
Sep 01
Cosmo investment benefits Pino precursor.
Pino is a recently listed secondary-battery precursor maker. Cosmo Shinmaterials took a 15 billion won third-party allotment stake, creating a precursor-cathode value chain similar to EcoPro Materials and EcoPro BM; Pino should benefit more because it receives the investment.
MED

About 033790.KQ Analyst Coverage

Buzzberg tracks 033790.KQ (FINO Inc.) across 2 sources. 2 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 2 total trade ideas tracked. Past 7 days: 2 bullish. Latest voices: Oh Woo-seok, Lee Kwon-hee.