🚨 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 12:00 JST from 2026-04-01 15:30 JST

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

2026-04-02 10:25 KST
News2day reports L&F shares jumping over 13% intraday and setting a new 52‑week high, driven by expectations that Q1 operating profit will reach about KRW 78.8bn, well above the roughly KRW 50bn market consensus, helped by higher utilization at major North American EV customers and a ~20% rise in lithium carbonate prices lifting ASP and margins. (news2day.co.kr)
[\[N2 특징주\] 엘앤에프, 어닝서프라이즈 기대감에 급등…52주 신고가 경신](https://www.news2day.co.kr/article/20260402500115)

2026-04-02 10:00 KST
An EDaily “특징주” piece notes L&F hitting a fresh high with the stock up nearly 15% as brokers raise earnings forecasts and lift the target price to KRW 183,000; Q1 sales of KRW 673.4bn and operating profit of KRW 78.8bn are projected to beat consensus, supported by improved plant utilization, ~20% higher lithium prices, and upcoming dedicated LFP cathode capacity expected to benefit from growing non‑China ESS demand in the US. (v.daum.net)
[엘엔에프, 1분기 깜짝 실적 전망에…신고가 경신\[특징주\]](https://v.daum.net/v/20260402100005443)

2026-04-02 08:04 KST
A sector strategy note from NH Investment Securities argues that Korean secondary battery makers are likely to have bottomed in Q1 and are entering a rebound phase; it recommends increasing sector exposure and names L&F and LG Energy Solution as top picks, highlighting potential earnings surprise at L&F and strengthening fundamentals in the Tesla‑linked value chain, which supports positive sentiment toward the stock. (v.daum.net)
“2차전지, 1분기 저점 통과 기대…비중 확대 ‘적기’”

2026-03-24 11:05 KST
Financial News reports that L&F disclosed via the FSS electronic filing system a mid‑ to long‑term LFP cathode supply and purchase agreement with Samsung SDI worth about KRW 1.6 trillion (≈84% of 2024 sales), covering ESS‑use LFP cathode materials for US operations from March 30, 2026 to end‑2029; the large, multi‑year contract is cited as a major growth driver underpinning recent re‑rating of L&F shares. (fnnews.com)
엘앤에프, 삼성SDI와 1.6조원 LFP 양극재 공급계약 체결(상보)

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                🚨 Alpha Signal: Daewoo Engineering & Construction Co., Ltd. (047040.KS) 📈 Price Surge 7.6%

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                🚨 Alpha Signal: Daewoo Engineering & Construction Co., Ltd. (047040.KS) 📉 Price Drop 8.6%

🕒 Time (Local)	🌐 English Summary	📰 Original Headline (linked)
2026-04-02 10:25 KST	News2day reports L&F shares jumping over 13% intraday and setting a new 52‑week high, driven by expectations that Q1 operating profit will reach about KRW 78.8bn, well above the roughly KRW 50bn market consensus, helped by higher utilization at major North American EV customers and a ~20% rise in lithium carbonate prices lifting ASP and margins. (news2day.co.kr)	[\[N2 특징주\] 엘앤에프, 어닝서프라이즈 기대감에 급등…52주 신고가 경신](https://www.news2day.co.kr/article/20260402500115)
2026-04-02 10:00 KST	An EDaily “특징주” piece notes L&F hitting a fresh high with the stock up nearly 15% as brokers raise earnings forecasts and lift the target price to KRW 183,000; Q1 sales of KRW 673.4bn and operating profit of KRW 78.8bn are projected to beat consensus, supported by improved plant utilization, ~20% higher lithium prices, and upcoming dedicated LFP cathode capacity expected to benefit from growing non‑China ESS demand in the US. (v.daum.net)	[엘엔에프, 1분기 깜짝 실적 전망에…신고가 경신\[특징주\]](https://v.daum.net/v/20260402100005443)
2026-04-02 08:04 KST	A sector strategy note from NH Investment Securities argues that Korean secondary battery makers are likely to have bottomed in Q1 and are entering a rebound phase; it recommends increasing sector exposure and names L&F and LG Energy Solution as top picks, highlighting potential earnings surprise at L&F and strengthening fundamentals in the Tesla‑linked value chain, which supports positive sentiment toward the stock. (v.daum.net)	“2차전지, 1분기 저점 통과 기대…비중 확대 ‘적기’”
2026-03-24 11:05 KST	Financial News reports that L&F disclosed via the FSS electronic filing system a mid‑ to long‑term LFP cathode supply and purchase agreement with Samsung SDI worth about KRW 1.6 trillion (≈84% of 2024 sales), covering ESS‑use LFP cathode materials for US operations from March 30, 2026 to end‑2029; the large, multi‑year contract is cited as a major growth driver underpinning recent re‑rating of L&F shares. (fnnews.com)	엘앤에프, 삼성SDI와 1.6조원 LFP 양극재 공급계약 체결(상보)