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Cathode Rivals L&F and Ecopro BM: Why a Two-to-One Gap in Share Gains?
As the EV "chasm" (a temporary slowdown in demand) passes its trough, led by Europe's compact-car segment, the share prices of cathode-material twins L&F and Ecopro BM are also riding an upward tr...
2026-06-16 화요일 | 김재훈 기자
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Rebounding from a Plunge: Does POSCO Future M's Z-Score Signal a Revival?
Various factors influence corporate value. For an objective evaluation, diverse variables must be considered. Through the 'Altman Z-score,' the Korea Financial Times aims to take a multidimensional lo...
2026-05-13 수요일 | 김재훈 기자
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Samsung SDI's Returns Run Six Times That of LG Energy Solution… But Why?
"Will the era of K-Battery rise again?" More investors have been asking that question of late, as shares of LG Energy Solution and Samsung SDI have been on an upward trajectory this year.Still, one ca...
2026-04-28 화요일 | 김재훈 기자
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LG Energy Solution vs. Samsung SDI: The Robot Battery Market Battle
LG Energy Solution and Samsung SDI have intensified their competition in the robot battery sector. Their strategy is to secure this as a new revenue source by enhancing technological capabilities and ...
2026-02-09 월요일 | 김재훈 기자
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Lotte Chemical's Losses Mount for 4th Year as Basic Chemical Unit Struggles, Plans Growth Push in Advanced Materials
Lotte Chemical has recorded a loss for the fourth consecutive year. The company announced on the 4th that it posted KRW 18.483 trillion in revenue and an operating loss of KRW 943.6 billion in 2025. R...
2026-02-05 목요일 | 곽호룡 기자
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'ESS is the Answer': LG Energy Solution to Expand ESS Production Capacity 80% to Secure 60GWh This Year
LG Energy Solution (LGES) is focusing on performance recovery and establishing a mid-to-long-term growth foundation this year through expanded ESS (Energy Storage System) production capacity and secur...
2026-02-03 화요일 | 김재훈 기자
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LG Energy Solution's Global Ambitions Hit by Credit Rating Downgrades
Various factors affect corporate value. Objective evaluation requires considering diverse variables. Korea Financial News aims to view a company's current situation, response, and financial soundness ...
2025-12-15 월요일 | 김재훈 기자
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When Will Ecopro BM's Debt-Fueled Investment Pay Off?
Ecopro BM had no choice but to increase borrowings while expanding CAPEX (capital expenditures) for external growth. However, it is struggling to overcome declining profitability and increased financi...
2025-11-11 화요일 | 김재훈 기자
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SKC’s 11th Consecutive Quarterly Loss Signals Tough Road Ahead Even in 2025
SKC (CEO Park Won-chul) reported second-quarter sales of KRW 467.3 billion and an operating loss of KRW 70.2 billion on July 30. While sales improved 3.1% year-on-year, operating losses widened by 13....
2025-07-31 목요일 | 곽호룡 기자
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SK On’s U.S. Battery Plant Hits Full Operation After 3 Years — A Turning Point Toward Profitability?
SK On’s North American plant, SK Battery America (SKBA), has reached full operation three years after its establishment, raising expectations for a turnaround in performance.According to SK On on the...
2025-07-16 수요일 | 김재훈 기자
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SK On Turns to Private Bonds Amid Market Challenges—Can It Stabilize Its Finances?
SK On, the secondary battery subsidiary of SK Group, is turning to private bond placements this year to secure short-term liquidity. The company’s shift away from the public bond market appears to st...
2025-05-28 수요일 | 김재훈 기자
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LG Energy Solution, Samsung SDI and SK-on Aim for 'K-Battery Comeback'
South Korea's top battery makers—LG Energy Solution, Samsung SDI, and SK-on—are working to seize opportunities amidst the "chasm" of temporary demand stagnation.It’s hard to believe there was a tim...
2025-03-31 월요일 | 곽호룡 기자
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SK Innovation's Credit Rating Downgrade Spiral... Battery Division Faces KRW 1 Trillion Loss Concerns This Year
SK Innovation's battery business struggles are leading to a vicious cycle, with credit rating downgrades increasing the burden of raising investment funds.On March 14 (local time), global credit ratin...
2025-03-18 화요일 | 곽호룡 기자
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Vice Chairman Shin Hak-cheol of LG Chem to Extend Term by Two More Years... Expectations for a CEO Approaching His 70s
Shin Hak-cheol, the last remaining CEO in LG Group born in the 1950s, is expected to extend his term by up to two more years. LG Chairman Koo Kwang-mo seems to have determined that an experienced ex...
2025-03-10 월요일 | 곽호룡 기자
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LG Energy Solution, Samsung SDI, SK On Brace for Prolonged EV Battery Slump
South Korea’s three major battery manufacturers—LG Energy Solution, Samsung SDI, and SK On—recorded a combined operating loss of KRW 800 billion in the fourth quarter of 2024. As the extended downt...
2025-02-07 금요일 | 곽호룡 기자
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"Why SK On Pins Its Hopes on Hyundai and Kia's Performance in the U.S."
SK On has seized the opportunity to rebound in the US market. Hyundai Motor Group electric vehicles(EV) equipped with SK On batteries are included in the local tax deduction target.According to foreig...
2025-01-14 화요일 | 곽호룡 기자
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LG Energy Solution, Forecasts Q4 loss..."Worst since spin-off”
LG Energy Solution (CEO Kim Dong-myung) is expected to turn into a deficit in the fourth quarter of this year. It has been making up for the decline in sales due to the electric vehicle chasm with 'US...
2024-12-31 화요일 | 곽호룡 기자
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'Full of uncertainty' batteries seek turnaround opportunities in Europe
The reemergence of US President-elect Donald Trump, who is negative about environmental policies, is said to have cast a dark cloud over the business outlook of domestic battery companies. The busines...
2024-11-13 수요일 | 곽호룡 기자
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LG Energy Solution 'surpassed expectations', proved competitive, but is there a risk?
LG Energy Solution posted an operating profit of KRW 448.3 billion in the 3rd quarter of this year. This is the fourth quarter since the third quarter of last year that the company has posted a profit...
2024-10-10 목요일 | 곽호룡 기자