🚨 Alpha Signal: L&F (066970.KS) 📈 Price Surge 12.0%
🚨 Alpha Bond Signal Alert
Bond Market Analysis
L&F (066970.KS) +12.0% at 2026-05-28 09:32 JST from 2026-05-28 09:05 JST
| 🕒 Time (Local) | 🌐 English Summary | 📰 Original Headline (linked) |
|---|---|---|
| 2026-05-18 14:31 KST | Local tech press reports that L&F has completed its dedicated LFP cathode subsidiary plant “L&F Plus” in Daegu, with plans to start mass production of high‑density LFP in 3Q and ramp to 60,000 tons annually by 2027 to serve fast‑growing North American ESS demand, reinforcing long‑term growth visibility. (etnews.com) | 엘앤에프, LFP 자회사 '엘앤에프플러스' 준공…3분기 양산 돌입 |
| 2026-05-06 10:31 KST | Newspim summarizes a Hana Securities report initiating L&F with BUY and a ₩273,000 target, highlighting three straight quarters of operating profit, accelerating earnings on LFP ramp‑up, and positioning L&F as the key non‑Chinese LFP cathode supplier for U.S. ESS, implying ~28% upside from the then share price. (newspim.com) | [[리포트 브리핑]엘앤에프, 'EV 테슬라와 ESS LFP 시너지 효과' 목표가 273,000원 - 하나증권](https://www.newspim.com/news/view/20260506000468) |
| 2026-04-30 17:56 KST | Coverage of L&F’s 1Q26 earnings call notes that revenue doubled year‑on‑year to ₩7,396bn with operating profit of ₩1,173bn (return to profit and 42% QoQ increase), driven by record high‑nickel shipments, while management guided to 3Q LFP mass production and a medium‑term goal of raising ESS to ~20% of sales, underscoring a strong fundamental turnaround. (zdnet.co.kr) | 엘앤에프, 하이니켈 밀고 LFP 끌고…"ESS 매출 비중 20% 목표" |
| 2026-04-09 11:12 KST | A Yuanta Securities note relayed by Newspim raises L&F’s target price to ₩235,000 (+28% vs prior) on an expected 1Q26 earnings surprise (sales ₩673.4bn, OP ₩78.8bn vs ₩50bn consensus) and imminent completion of an LFP‑dedicated plant, framing the stock as entering a new growth phase with both high‑nickel and LFP capacity. (newspim.com) | [[리포트 브리핑]엘앤에프, '어닝 서프라이즈 기대 + LFP 양산 본격화' 목표가 235,000원 - 유안타증권](https://www.newspim.com/news/view/20260409000584) |
| 2026-04-08 11:33 KST | Jaekyung Ilbo reports that KB Securities boosted L&F’s target from ₩180,000 to ₩260,000, projecting 1Q26 operating profit of ₩89.9bn (58% above consensus) on stronger Tesla N95 cathode shipments and inventory valuation gains, and reiterating L&F as its top pick in Korean battery materials. (news.jkn.co.kr) | 이차전지 엘앤에프 1분기 영업이익 899억 전망 ... 목표가 26만원 상향 |
| 2026-03-24 16:48 KST | Maeil Business Newspaper details L&F’s regulatory filing of a mid‑ to long‑term LFP cathode supply contract with Samsung SDI worth about ₩1.6 trillion (US$1.07bn) for 2027–2029 ESS batteries at the Stellantis–Samsung SDI Indiana JV, with additional three‑year options, marking a major non‑Chinese LFP foothold in the North American ESS market. (mk.co.kr) | 엘앤에프, 1.6조원 규모 LFP 양극재 공급 |
Don't miss what's next. Subscribe to Morning Espresso: