051910.KS LG Chem Loading...

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02:26
May 06
Park Ji-hoon 3PRO TV (삼프로TV)
LG Energy Solution rotation from SDI.
LG Energy Solution should be favored over Samsung SDI because its ESS business is about to turn profitable due to a lag effect from data center construction, US exposure will be a catalyst in the second half, LG Chem's selling pressure is easing, and the company has a tight schedule for sodium battery capex completion by year-end 2026.
051910.KS 1ST
HIGH

About 051910.KS Analyst Coverage

Buzzberg tracks 051910.KS (LG Chem) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.