107640.KQ Hanjung NCS Co., Ltd. Loading...

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05:30
May 12
Yeom Seung-hwan Director, LS Securities 815 Money Talk (815머니톡)
Korean battery ESS demand from data centers
ESS (Energy Storage Systems) and domestic battery manufacturers will benefit from growing data center demand for backup power and voltage stabilization. US policy restricting Chinese batteries (CATL) pushes Fluence and others to switch to Korean batteries, benefiting Samsung SDI, LG Energy Solution, and Hanjung NCS (which is restructuring to pure ESS).
107640.KQ 1ST
MED

About 107640.KQ Analyst Coverage

Buzzberg tracks 107640.KQ (Hanjung NCS Co., Ltd.) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked. Latest voices: Yeom Seung-hwan.