🚨 Alpha Signal: L&F (066970.KS) 📈 Price Surge 7.7%
🚨 Alpha Bond Signal Alert
Bond Market Analysis
L&F (066970.KS) +7.7% at 2026-05-22 09:31 JST from 2026-05-22 09:05 JST
| 🕒 Time (Local) | 🌐 English Summary | 📰 Original Headline (linked) |
|---|---|---|
| 2026-05-06 08:38 KST | Newspim reports that Daishin Securities initiated coverage on L&F with a Buy rating and a ₩310,000 target price, highlighting L&F’s first‑mover advantage in non‑China LFP cathode materials, expected order expansion from North American ESS demand, and the absence of FEOC risk, calling it a key sector beneficiary. (newspim.com) | [\[모닝 리포트\] 엘앤에프, 비중국 LFP 양극재 '선점'…북미 ESS 성장 수혜](https://www.newspim.com/news/view/20260506000114) |
| 2026-05-04 09:16 KST | Edaily notes that L&F’s 1Q26 results significantly beat market expectations, and that securities firms have raised target prices—NH Investment & Securities to ₩260,000 and DS Investment Securities from ₩250,000 to ₩350,000—while maintaining Buy views, citing strong cathode shipments, inventory valuation gains, and growing visibility in LFP/ESS business. (edaily.co.kr) | [엘앤에프, 1분기 깜짝 실적·목표가 줄상향에 11%대 강세\[특징주\]](https://www.edaily.co.kr/News/Read?mediaCodeNo=257&newsId=01577686645445640) |
| 2026-05-04 08:28 KST | E-Today reports that KB Securities reiterated a Buy rating and ₩260,000 target for L&F after 1Q26 revenue and operating profit more than doubled year‑on‑year and sharply beat consensus, attributing the strength to robust cathode shipment growth and positioning L&F as exclusive high‑nickel cathode supplier to a leading EV maker. (etoday.co.kr) | KB證 “엘앤에프, ‘전기차 1위’ 테슬라에 양극재 독점 공급⋯2분기도 성장 전망” |
| 2026-04-08 (KST) | A detailed KB Securities report titled “Indisputable” raises L&F’s target price by 44% to ₩260,000 and maintains a Buy and 2º-battery‑sector Top Pick stance, citing expected 1Q26 operating profit beat, multi‑year earnings CAGR above 50% driven by LFP ramp‑up and expanded N95 high‑nickel adoption (including Tesla), and positioning L&F as the prime ESS‑LFP beneficiary. (rdata.kbsec.com) | 엘앤에프 (066970) – Indisputable (KB증권 리포트 PDF) |
| 2026-03-24 11:26 KST | Company press release via Newswire announces L&F’s mid‑ to long‑term LFP cathode supply contract with Samsung SDI worth ₩1.6 trillion, described as the first large‑scale LFP cathode deal by a non‑Chinese supplier; L&F details plans to ramp 60,000 tpa LFP capacity and to use this deal as a base for full‑scale entry into the North American ESS market for renewable energy and data centers. (newswire.co.kr) | 엘앤에프, 삼성SDI와 1.6조원 규모 LFP 중장기 공급계약 체결… 중국 외 ‘최초’ |
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