🚨 Alpha Signal: L&F (066970.KS) 📉 Price Drop 10.7%
🚨 Alpha Bond Signal Alert
Bond Market Analysis
L&F (066970.KS) -10.7% at 2025-12-30 09:31 JST from 2025-12-30 09:05 JST
| 🕒 Time (Local) | 🌐 English Summary | 📰 Original Headline (linked) |
|---|---|---|
| 2025-12-30 09:25 KST | Korean feature notes L&F shares down 7.86% at ₩97,300 by 09:25 after news that a large supply contract was sharply reduced, highlighting investor concern about the company’s future earnings. | [\[특징주\] 엘엔에프 주가 7% 넘게 하락...대규모 계약 감액 소식](https://www.joongangenews.com/news/articleView.html?idxno=481205) |
| 2025-12-30 09:13 KST | Article reports L&F shares plunging 11.74% at 09:05 after the previous day’s disclosure that a ₩3.8 trillion Tesla cathode supply deal had been cut to ₩9.73 million, effectively “blown up,” stoking anxiety over Tesla order loss and battery-sector sentiment. | 4조→970만원 '공중분해' 엘앤에프, 주가 11% 급락 |
| 2025-12-30 06:52 KST | Pre‑open report explains that a 2023 high‑nickel cathode supply contract with Tesla was revised from ₩3.8347 trillion to ₩9.73 million in a DART filing, characterizing the move as a drastic reduction that raises concerns despite management saying core NCMA95 shipments remain stable. | 엘앤에프, 테슬라 공급계약 3.8조→973만원으로 대폭 축소 |
| 2025-12-30 06:00 KST | Early-morning coverage states L&F’s roughly ₩3.8 trillion Tesla contract has been effectively terminated, with the amount reduced to ₩9.73 million, and warns that battery‑sector order risk is spreading from cell makers to materials suppliers. | 엘앤에프, 테슬라와 3.8조 계약 사실상 해지 |
| 2025-12-30 04:01 KST | English‑language Korean outlet notes L&F disclosed its Tesla cathode supply contract value was cut from ₩3.8347 trillion to ₩9.73 million, interpreting this as de facto cancellation and highlighting the loss of a contract previously worth about four times the company’s annual revenue. | L&F’s ₩3.83 Trillion Cathode Supply Deal with Tesla Slashed to ₩9.7 Million |
| 2025-12-30 00:00 KST | Midnight article details that L&F’s Tesla contract was reduced to ₩9.73 million and notes the stock fell about 8.7% in after‑hours trading, framing the contract as effectively wiped out and pointing to billions in lost battery‑sector orders this month. | 엘앤에프, 테슬라향 3.8조 공급 계약 사실상 해지… 973만 원으로 감액 공시 |
| 2025-12-29 19:49 KST | Reuters reports L&F told regulators its 2023 Tesla supply deal shrank from an expected $2.9 billion to just $7,386 due to reduced cathode material needs for Tesla’s 4680 batteries amid EV demand weakness, underscoring a major hit to L&F’s growth expectations. | South Korea's L&F slashes value of battery material supply deal with Tesla |
| 2025-12-29 18:38 KST | Dailian notes that, following LG Energy Solution’s big contract terminations, L&F’s ₩3.8347 trillion Tesla cathode contract has also been slashed to about ₩9.73 million, describing it as effectively “vaporized” and highlighting growing order‑book risk for Korean battery suppliers. | LG엔솔 이어 엘앤에프도 3.8조 '공중분해'…테슬라 공급계약 축소 |
| 2025-12-29 18:15 KST | Follow‑up piece from the same financial daily stresses that the ₩3.8 trillion contract is “suddenly nullified,” with Tesla orders plunging, reinforcing investor fears that L&F’s long‑term Tesla revenue pipeline has collapsed. | 엘앤에프 3.8조원 계약 '전격 무산'..."테슬라 수주 급감" |
| 2025-12-29 18:05 KST | News1/Financial News summary of the DART filing says L&F’s high‑nickel cathode supply contract with Tesla was cut from about ₩3.8 trillion to ₩9.73 million, characterizing it as a sharp downgrade that reflects weaker EV battery demand. | 엘앤에프, 테슬라 공급계약 3.8조→973만원으로 감액 |
| 2025-12-29 17:52 KST | Seoul Economic Daily reports L&F’s Tesla supply contract amount has been reduced from ₩3.8347 trillion to roughly ₩9.73 million, saying the deal was essentially not executed and flagging the change as a significant negative for the company. | 엘앤에프, 테슬라 수주 3.8조→1000만원 대폭 축소 |
| 2025-12-29 17:43 KST | Electronic Times article states L&F’s about ₩4 trillion Tesla cathode supply contract has been “virtually cancelled,” with the contract value cut to around ₩9.7 million in a revised disclosure, highlighting the collapse of a flagship deal. | 엘앤에프, 테슬라 양극재 공급계약 3.8조→970만원 감액 |
| 2025-12-29 16:42 KST | Exchange filing (investment‑decision related major management matters) published via DART revises L&F’s February 2023 single sale/supply contract with Tesla, changing the contract amount from ₩3,834,738,508,160 to ₩9,730,316 due to a “change in supply volume,” effectively erasing the previously announced mega‑order. | 엘앤에프/투자판단관련주요경영사항/단일판매ㆍ공급계약체결 공시 내용 정정(계약금액 변경) |
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