🚨 Alpha Signal: L&F (066970.KS) 📈 Price Surge 11.1%

        April 2, 2026

🚨 Alpha Signal: L&F (066970.KS) 📈 Price Surge 11.1%

        🚨 Alpha Bond Signal Alert
Bond Market Analysis
L&F (066970.KS) +11.1% at 2026-04-02 09:31 JST from 2026-04-02 09:05 JST

🕒 Time (Local)
🌐 English Summary
📰 Original Headline (linked)

2026-04-02 08:03 KST
Edaily reports that an NH Investment & Securities sector note says Korea’s secondary-battery makers are expected to pass their 1Q earnings trough and enter a rebound phase, calling this an attractive timing to increase exposure and naming LG Energy Solution and L&F as top picks within the sector. (news.nate.com)
“2차전지, 1분기 저점 통과 기대…비중 확대 '적기'”

2026-03-26 06:30 KST
Korea Economic Daily highlights that L&F’s share price has surged over the previous two sessions as investors react positively to its 1.6067T KRW LFP cathode supply contract with Samsung SDI and to multiple brokers (including KB and NH) sharply raising 1Q26 operating-profit estimates, now widely expecting a swing back to profit on Tesla sales recovery and lithium-price tailwinds. (hankyung.com)
“3년 버텨 드디어 수익…테슬라·삼성 날개 달고 날았다”

2026-03-24 16:28 KST
iNews24 reports that Samsung SDI has signed a mid- to long-term contract with L&F to procure around 1.6T KRW of LFP cathode materials over three years starting next year, with an additional three-year option, to supply ESS batteries at the StarPlus Energy JV plant in Indiana—framed as a key move to secure a non‑China supply chain and accelerate North American ESS growth. (inews24.com)
“삼성SDI, 엘앤에프와 1.6조 LFP 양극재 계약…탈중국 공급망 확보”

2026-03-24 11:05 KST
Financial News (News1) coverage notes that L&F disclosed via the FSS DART system a 1.6T KRW LFP cathode supply contract with Samsung SDI for U.S. operations, running from March 30, 2026 to December 31, 2029; the article stresses that the contract value equals roughly 84% of L&F’s 2024 sales, underscoring its earnings impact. (fnnews.com)
“엘앤에프, 삼성SDI와 1.6조원 LFP 양극재 공급계약 체결(상보)”

2026-03-24 10:46:51 KST
Official DART filing “단일판매ㆍ공급계약체결” shows L&F signed a major sales/supply contract with Samsung SDI for LFP cathode materials, with contract amount 1.6067T KRW (about 22.2% of sales over the contract period), supply region including the U.S., and duration from March 30, 2026 through December 31, 2029, confirming the scale and visibility of future revenue. (awakeplus.co.kr)
“단일판매ㆍ공급계약체결”

2026-03-24 10:37 KST
ETNews reports that L&F shares were rising on expectations of strong 1Q26 results after an NH Investment & Securities report highlighted Tesla’s returning growth in Europe, L&F’s continued exclusive supply of N95 high‑nickel cathode material, and forecast 1Q26 operating profit of about 85.3B KRW—more than double the then-market consensus—implying a major earnings beat. (etnews.com)
[“[ET특징주]엘앤에프, 1분기 호실적 전망에 상승세”](https://www.etnews.com/20260324000128)

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🕒 Time (Local)	🌐 English Summary	📰 Original Headline (linked)
2026-04-02 08:03 KST	Edaily reports that an NH Investment & Securities sector note says Korea’s secondary-battery makers are expected to pass their 1Q earnings trough and enter a rebound phase, calling this an attractive timing to increase exposure and naming LG Energy Solution and L&F as top picks within the sector. (news.nate.com)	“2차전지, 1분기 저점 통과 기대…비중 확대 '적기'”
2026-03-26 06:30 KST	Korea Economic Daily highlights that L&F’s share price has surged over the previous two sessions as investors react positively to its 1.6067T KRW LFP cathode supply contract with Samsung SDI and to multiple brokers (including KB and NH) sharply raising 1Q26 operating-profit estimates, now widely expecting a swing back to profit on Tesla sales recovery and lithium-price tailwinds. (hankyung.com)	“3년 버텨 드디어 수익…테슬라·삼성 날개 달고 날았다”
2026-03-24 16:28 KST	iNews24 reports that Samsung SDI has signed a mid- to long-term contract with L&F to procure around 1.6T KRW of LFP cathode materials over three years starting next year, with an additional three-year option, to supply ESS batteries at the StarPlus Energy JV plant in Indiana—framed as a key move to secure a non‑China supply chain and accelerate North American ESS growth. (inews24.com)	“삼성SDI, 엘앤에프와 1.6조 LFP 양극재 계약…탈중국 공급망 확보”
2026-03-24 11:05 KST	Financial News (News1) coverage notes that L&F disclosed via the FSS DART system a 1.6T KRW LFP cathode supply contract with Samsung SDI for U.S. operations, running from March 30, 2026 to December 31, 2029; the article stresses that the contract value equals roughly 84% of L&F’s 2024 sales, underscoring its earnings impact. (fnnews.com)	“엘앤에프, 삼성SDI와 1.6조원 LFP 양극재 공급계약 체결(상보)”
2026-03-24 10:46:51 KST	Official DART filing “단일판매ㆍ공급계약체결” shows L&F signed a major sales/supply contract with Samsung SDI for LFP cathode materials, with contract amount 1.6067T KRW (about 22.2% of sales over the contract period), supply region including the U.S., and duration from March 30, 2026 through December 31, 2029, confirming the scale and visibility of future revenue. (awakeplus.co.kr)	“단일판매ㆍ공급계약체결”
2026-03-24 10:37 KST	ETNews reports that L&F shares were rising on expectations of strong 1Q26 results after an NH Investment & Securities report highlighted Tesla’s returning growth in Europe, L&F’s continued exclusive supply of N95 high‑nickel cathode material, and forecast 1Q26 operating profit of about 85.3B KRW—more than double the then-market consensus—implying a major earnings beat. (etnews.com)	[“[ET특징주]엘앤에프, 1분기 호실적 전망에 상승세”](https://www.etnews.com/20260324000128)