066970.KS L&F Co., Ltd. Loading... : Bullish and Bearish Analyst Opinions
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02:26
May 06
May 06
L&F positive on US-free revenue.
L&F is still viewed positively because its revenue is free from US exposure, which has been a key driver. The speaker reiterates a favorable stance without elaborating on new catalysts.
LOW
07:00
May 01
May 01
Lithium demand-supply imbalance driving price recovery.
UBS raised its lithium price forecast by 47% due to demand explosion from EV acceleration and China's truck electrification, while supply is tight (Chinese lithium inventories below one month). Earnings surprises from Ganfeng Lithium (144% revenue growth, swing to profit) and Korean battery materials companies (L&F, POSCO Future M, LG Energy Solution) confirm volume and price rising together. The cycle is structurally different from the past, with demand growth outpacing supply additions.
HIGH
About 066970.KS Analyst Coverage
Buzzberg tracks 066970.KS (L&F Co., Ltd.) across 2 sources. 2 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 2 total trade ideas tracked.