SSDIY Samsung SDI Co Ltd (GDR) Loading... : Bullish and Bearish Analyst Opinions
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08:31
Aug 12
Aug 12
Samsung SDI sell-off was a misunderstanding
Samsung SDI plunged after news it terminated a contract with GM, but that was a complete misunderstanding. The contract termination is actually positive for Samsung SDI. The analyst report titled 'Perfect Misunderstanding' clarified the event, and the stock recovered strongly the next day.
MED
00:54
Aug 12
Aug 12
Ending GM JV boosts Samsung SDI's profitability.
Samsung SDI's decision to end its EV battery joint venture with GM is actually a positive move, allowing the company to focus on the more profitable ESS market and receive direct subsidies without sharing.
HIGH
11:04
Aug 11
Aug 11
JV cancellation is positive, buying opportunity.
Samsung SDI’s termination of its EV battery joint venture with GM is being misinterpreted as negative, but it is actually positive. Going solo allows better capital allocation and avoids the dilution and complications of the partnership, making the current sell-off a buying opportunity.
MED
08:30
Aug 11
Aug 11
GM JV exit positive; Samsung SDI long
Samsung SDI's decision to end its GM joint venture and convert to a standalone operation was treated as negative news, causing the stock to dip today. However, this is actually positive because it frees the company to pursue more profitable battery contracts with other customers. The sell-off looks like a pretext for a correction, and the contrarian view is to buy on this misinterpretation.
MED
04:50
Aug 11
Aug 11
Samsung SDI and General Motors announce a plan to develop prismatic batteries.
Samsung SDI and General Motors announce a plan to develop prismatic batteries for next-generation electric vehicles.
09:30
Aug 10
Aug 10
Worst over, battery stocks recovering
Korean secondary battery stocks have suffered from supply damage but the worst is now behind them. Samsung SDI reported surprisingly good earnings, and LNF posted solid net profit. LNF already bounced 25% from its bottom, and the sector has further room to recover as the swing trade continues.
MED
08:21
Aug 10
Aug 10
Battery stocks poised for Q3 rebound.
Secondary battery stocks reported decent Q2 earnings overall, and Q3 expectations are building. Samsung SDI lagged early but rallied nearly 5% late, and material names like L&F also moved, indicating a tradeable bounce is underway.
LOW
02:01
Aug 10
Aug 10
Korean battery turnaround like shipbuilding
Korean battery makers (Samsung SDI, LG Energy Solution) are in a turnaround similar to Korean shipbuilders two years ago. US policies are increasingly restricting Chinese batteries, leaving Korean companies as the main beneficiaries. ESS demand is the fastest solution to power bottlenecks, with higher ASP and margins driving an earnings recovery. The situation mirrors the early stages of the shipbuilding upcycle where policy and market shifts turned sentiment and numbers positive.
HIGH
00:53
Aug 10
Aug 10
Battery sector bottomed, tactical bounce
POSCO Future M’s 3 trillion won LFP cathode order lifted the entire battery sector. Samsung SDI and LG Energy Solution were dragged higher. The sector has likely bottomed and further supply inflows are possible, offering a tactical bounce trade.
MED
03:00
Aug 09
Aug 09
Secondary battery sector has likely bottomed out.
The secondary battery sector appears to have finally bottomed out, catalyzed by POSCO Future M securing a massive 3 trillion KRW LFP cathode order, which is lifting sentiment for cell makers like Samsung SDI and LG Energy Solution.
MED
11:14
Aug 07
Aug 07
Buy secondary batteries on oversold bounce.
Secondary battery stocks are a buy now because they have been extremely oversold and fundamentals are improving. Samsung SDI turned to profit after seven quarters, LG Energy Solution after three, and LNF reported solid earnings. Although valuations are not cheap (50x P/E for cells), stocks can rise on supply-demand flows as money rotates from semiconductors into other sectors. Samsung SDI has better stock momentum and is preferred over LG Energy Solution. US regulation against China further benefits Korean battery companies.
HIGH
11:05
Aug 07
Aug 07
Trade Samsung SDI as battery sector leader.
Secondary battery stocks are a trading play. Samsung SDI is the sector leader with relatively cheaper valuations (27x PER) compared to peers, and the ESS market drives near-term momentum.
MED
11:00
Aug 07
Aug 07
Battery sector recovers on large cathode deal.
The battery sector is showing signs of bottoming, driven by a large LFP cathode supply agreement (190,000 tons over 6 years). Battery manufacturers and material companies like Posco Future M and Samsung SDI are recovering on improved electric vehicle demand.
MED
08:05
Aug 07
Aug 07
Samsung SDI leads ESS-driven battery trading.
Samsung SDI is the current leader in the second battery sector driven by the ESS theme. It has just started mass-producing ESS and trades at a relatively attractive valuation (around 27x forward P/E) versus peers like LG Energy Solution (49x) and EcoPro BM (157x). The stock shows relative strength, not falling back to October lows, and offers a short-term trading buy opportunity.
MED
06:30
Aug 07
Aug 07
Samsung SDI leads cell turnaround.
Among battery cell makers, Samsung SDI is the standout as it quickly turned profitable. While rising lithium prices could pressure cell margins overall, Samsung SDI is relatively stronger and worth watching as the top pick in the cell space.
MED
05:05
Aug 07
Aug 07
Samsung SDI leads secondary battery rebound
Secondary battery stocks have returned as market leadership. Samsung SDI delivered a Q2 profit turnaround with over 200 billion won surplus, and the outlook improves into H2. Expectations for all-solid-state batteries provide additional upside. He favors SDI over LG Energy Solution for individual investors.
HIGH
00:51
Aug 06
Aug 06
Robot battery contract catalyst approaching
Samsung SDI and LG Energy Solution are competing to supply batteries for Hyundai Motor Group’s Atlas humanoid robot. The final supplier selection has been delayed to year-end. Whichever company wins the contract will get a significant momentum catalyst, making both worth watching.
MED
00:47
Aug 04
Aug 04
Government ESS orders lift Korean battery stocks
The government's ESS central contract market is concentrating massive volumes in Jeonnam. SK On, Samsung SDI and LG Energy Solution have already won significant orders, and a third round will open mid-month. This creates a visible order pipeline and earnings momentum for Korean battery makers.
MED
03:00
Aug 01
Aug 01
Oversold cash-flow stocks to rotate up
After the initial semiconductor-led rebound reaches around KOSPI 7,400, sector rotation is expected into oversold KOSPI stocks with strong free cash flow growth, low PER, and improving profitability. A quant screen identified Hyundai Mobis, Hyundai Motor, Doosan Enerbility, Naver, Samsung SDI, LG Electronics, Hana Ocean, LS Electric, HD Hyundai Electric, Isu Petasys, Hana Solution, Daeduck Electronics, Hana Engine, DB Tech, and Iljin Electric as such candidates.
MED
00:50
Jul 31
Jul 31
Korean battery makers' profits are growing.
Korea's major battery manufacturers are an attractive investment following surprisingly strong Q2 results. All three companies (LG Energy Solution, Samsung SDI, SK On) saw revenue growth and a successful swing to profitability. This was driven by expanding demand for batteries for AI data centers, such as in Energy Storage Systems (ESS) and Uninterruptible Power Supplies (UPS). As the market stabilizes, these companies are poised to rally based on solid, improving fundamentals.
HIGH
23:29
Jul 30
Jul 30
K-battery dark tunnel ends, ESS boom
The three major Korean battery makers all turned profitable in Q2. Data center ESS demand is surging and will provide sustainable revenue growth, not a one-quarter flash. Samsung SDI and SK On are already profitable excluding US AMPC production credits, while LG Energy Solution still relies on subsidies but is improving. The industry is exiting the ‘dark tunnel’ as North American factories pivot to ESS and benefit from stable AMPC inflows.
HIGH
11:30
Jul 30
Jul 30
Battery stocks turning profitable, supply shortage ahead.
Korean secondary battery makers have turned profitable after seven quarters, and analysts expect a supply shortage by late 2027. Stocks are heavily beaten down, making this an attractive entry for a longer-term recovery and portfolio diversification.
MED
11:03
Jul 30
Jul 30
Samsung SDI a beaten-down rebound play.
Samsung SDI has fallen sharply and not yet participated in any meaningful rebound, making it a candidate for rotation out of overbought stocks. Its valuation is compressed, and with a shift to beaten-down large-caps, Samsung SDI offers an opportunity for recovery in the second half.
MED
08:44
Jul 30
Jul 30
Avoid high-multiple tech under bond pressure.
Avoid Samsung Electro-Mechanics and Samsung SDI as high-multiple, long-duration earnings stocks are being repriced under bond vigilante pressure; good results fail to lift shares.
HIGH
08:30
Jul 25
Jul 25
Samsung SDI breakout leads battery sector
Samsung SDI is showing strong price action and the determination to break above its 20-day moving average. As the traditional leader of the secondary battery sector, a successful breakout by Samsung SDI would pave the way for the rest of the group to follow, making it a key bellwether for the entire sector's next move.
MED
12:00
Jul 23
Jul 23
Oversold battery cells, ESS supply crunch.
Korean secondary battery cell makers are deeply oversold and offer a medium-term opportunity. Samsung SDI’s ESS revenue is overtaking EV revenue from Q4, and the conversion of idle EV lines to ESS improves utilization rates. Analysts expect an ESS supply shortage by the second half of 2027. Investors should focus on cell manufacturers such as Samsung SDI, LG Energy Solution, and also check SK Innovation as a related play on SK On.
MED
11:04
Jul 23
Jul 23
Samsung SDI leads on ESS demand surge
Secondary battery cell makers, especially Samsung SDI, are set for a re-rating because ESS demand is surging and by 2027 ESS will overtake EV revenue. Samsung SDI is leading the sector with a 20-day MA breakout, and the conversion of EV lines to ESS will improve utilization and earnings. The stock has been heavily sold and now offers a compelling risk/reward.
MED
08:53
Jul 23
Jul 23
Samsung SDI leads battery recovery.
Samsung SDI is leading the second battery sector rebound, breaking above the 20-day moving average and signaling a trend change; the sector is driven by ESS demand and a third-quarter earnings turnaround, and SDI's leadership role makes it the key name to play the recovery.
MED
09:14
Jul 21
Jul 21
Samsung is building a hybrid bonding line and considering multiple equipment suppliers.
Samsung is building a hybrid bonding line and considering multiple equipment suppliers, but the timeline is uncertain and no trade position is stated.
00:00
Jul 18
Jul 18
Samsung SDI recovers key moving averages
Samsung SDI has been under pressure for two months after a bounce driven by secondary battery turnaround expectations, but institutions have been continuously buying; the stock is likely to recover its 5-month and 20-week moving averages before year-end.
MED
About SSDIY Analyst Coverage
Buzzberg tracks SSDIY (Samsung SDI Co Ltd (GDR)) across 8 sources. 120 bullish vs 0 bearish calls from 34 analysts. Sentiment: predominantly bullish (85%). 142 total trade ideas tracked. Past 7 days: 15 bullish, 1 watch. Latest voices: Lee Kwon-hee, FirstSquawk, Hwang Yoo-hyun.