🚨 Alpha Signal: L&F (066970.KS) 📈 Price Surge 7.6%
🚨 Alpha Bond Signal Alert
Bond Market Analysis
L&F (066970.KS) +7.6% at 2026-03-27 11:30 JST from 2026-03-27 10:30 JST
| 🕒 Time (Local) | 🌐 English Summary | 📰 Original Headline (linked) |
|---|---|---|
| 2026-03-26 (KST) | Company announces results of its 26th annual general meeting; all agenda items are approved and management reiterates an “NCM·LFP dual‑track” strategy to accelerate medium‑ to long‑term growth, emphasizing parallel expansion in high‑nickel and LFP cathode businesses. | 엘앤에프, 제26기 주주총회 개최…전 안건 원안 승인 “NCM∙LFP 투트랙 전략으로 중장기 성장 가속화” |
| 2026-03-25 (KST) | IR news highlights that L&F has signed a mid‑ to long‑term LFP cathode supply contract with Samsung SDI worth about ₩1.6 trillion, described as the first such non‑Chinese LFP deal, materially strengthening order visibility and positioning in EV/ESS LFP markets. | 엘앤에프, 삼성SDI와 1.6조원 규모 LFP 중장기 공급계약 체결…중국 외 ‘최초’ |
| 2026-03-25 (KST) | KRX/DART filing reports the results of the 26th regular shareholders’ meeting, confirming approval of financial statements and director‑related items, which reduces governance uncertainty and supports execution of the company’s LFP and high‑nickel expansion plans. | 엘앤에프/정기주주총회결과/2026.03.25 |
| 2026-03-24 (KST) | KRX/DART disclosure of a large single sales and supply contract for cathode materials (multi‑year, around ₩1.6 trillion), formally notifying the market of a substantial new long‑term order that underpins future revenue and supports a rerating of the stock. | 엘앤에프/단일판매ㆍ공급계약체결/2026.03.24 |
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