Secondary batteries Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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00:52
Sep 01
Sep 01
Secondary batteries are the best alternative to semiconductors.
Secondary batteries are emerging as the primary alternative to semiconductors in the market. They satisfy the requirements of large market cap, rapid EPS growth, and a strong narrative driven by the AI power shortage and ESS demand.
HIGH
03:15
Aug 25
Aug 25
Liquidity will rotate within the KOSDAQ market.
With limited momentum for large-cap semiconductors to rise sharply, liquidity will likely rotate within the KOSDAQ market. Investors should look for buying opportunities in sectors like pharma/biotech, secondary batteries, robots, and semiconductor equipment/materials when they experience healthy pullbacks.
MED
06:45
Aug 24
Aug 24
Surprising ESS profitability sets up a breakout.
Samsung SDI's Q2 earnings showed a surprising turnaround to profitability in its ESS division. With moving averages converging, the stock is poised for a potential breakout, making it a good hold with a target in the mid-500,000 to 600,000 KRW range as secondary battery sentiment improves.
MED
03:22
Aug 24
Aug 24
Buy secondary batteries and biotech in September.
Secondary batteries and biotech are the top sector picks for September. Biotech typically sees positive momentum from technology export deals in the fourth quarter, while secondary batteries are starting to reflect delayed positive earnings from Q2.
MED
01:32
Aug 24
Aug 24
Delayed reflection of strong earnings drives a rebound.
The secondary battery sector is experiencing a delayed rally as the market finally reflects strong Q2 earnings from companies like Samsung SDI and LG Energy Solution. With the broader market stabilizing, these delayed positive catalysts make the sector an attractive bottom-fishing play as sector rotation occurs.
MED
02:56
Aug 21
Aug 21
Secondary batteries enter a clear buy-and-hold phase.
The secondary battery sector has transitioned from a trading market to a buy-and-hold phase with clear upward visibility, as operating profit margins are improving and Q3 shipments and earnings will definitively surpass Q2.
HIGH
04:30
Aug 19
Aug 19
Avoid battery stocks due to fading interest.
Market interest has faded and the sector lacks strong catalysts other than EcoPro's capital increase news, making it better to avoid and look at renewables or pure robotics instead.
HIGH
03:16
Aug 13
Aug 13
Accumulate battery stocks amid extreme market pessimism.
The battery sector has seen supply reductions for three years. It is well-positioned to benefit from unexpected future demand, such as physical AI. It is wise to accumulate shares now while market sentiment is highly pessimistic.
MED
07:00
Aug 09
Aug 09
Sector remains range-bound due to delayed growth.
The secondary battery sector remains range-bound. Meaningful revenue growth in the US won't occur until mid-2027, European orders won't generate revenue until after 2028, and solid-state batteries are delayed past 2030. Current earnings do not justify a turnaround.
HIGH
10:00
Aug 06
Aug 06
Capital rotating into batteries, biotech, and financials.
Market leadership is shifting away from the heavy concentration in the semiconductor sector. Foreign capital is now rotating into secondary batteries, pharmaceuticals and biotechnology, and the financial sector. This trend of liquidity moving into high-quality stocks across these alternative sectors is expected to continue.
MED
00:51
Jul 21
Jul 21
High KOSDAQ valuations will hurt secondary batteries.
The KOSDAQ market's high valuation (17x P/E) compared to KOSPI (5.5x P/E) makes it relatively expensive, which could lead to continued foreign selling and hurt high-valuation secondary battery stocks.
MED
00:49
Jul 08
Jul 08
Avoid high PER sectors like secondary batteries.
High PER sectors like space/aerospace and secondary batteries will face weak investor sentiment and take a long time to recover. LG Energy Solution's earnings were only okay, not great enough to justify a quick rebound.
MED
03:15
Jul 03
Jul 03
Buy Korean equities during the summer lull.
Korean equities have strong earnings momentum this year, especially in Q2. Take profits after Q2 earnings and buy back during the summer lull, focusing on current value (semiconductors, power equipment) and future value (robotics, space, nuclear). US equities will benefit from earnings and election policy momentum in H2. KOSDAQ lacks fundamental earnings and is driven by liquidity and policy.
HIGH
00:50
Jul 03
Jul 03
Strong Tesla deliveries boost secondary battery stocks.
Tesla's Q2 deliveries significantly beat expectations, and ESS installations surged 53% QoQ. This indicates strong demand, making secondary batteries and ESS-related stocks attractive for a rebound.
HIGH
03:20
Jun 16
Jun 16
Sector rotation favors shipbuilding and power equipment.
The resolution of the Middle East conflict and subsequent drop in oil prices removes the high-oil-price incentive for EV adoption, acting as a negative catalyst for secondary batteries.
MED
14:01
Apr 30
Apr 30
Rotate laggards into leading sectors.
During the May and June consolidation, investors should rebalance from neglected or laggard sectors into leading sectors. Leading sectors are semiconductors, power infrastructure, and energy; these should not be sold. Shipbuilding, defense, and secondary batteries are mid-tier tradable sectors. Laggards such as NAVER, Kakao, and pharma/biotech should be switched out of into leaders.
HIGH
08:09
Apr 06
Apr 06
Secondary batteries stay resilient on demand hopes.
Lee Kwon-hee said secondary batteries remain relatively resilient because expectations for end-customer demand are expanding, even though some renewable-energy names took a breather. He treats the group as one of the few constructive areas within a weak KOSDAQ.
MED
About Secondary batteries Investor Commentary
Across the available history and selected sources, Buzzberg tracks Secondary batteries across 3 sources: 12 bullish vs 0 bearish calls from 12 authors. Historical directional balance: 71% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 17 total trade ideas tracked. Latest voices: Lee Ji-hyun, Lee Ju-hyeon, Lee Kwon-hee.