π¨ Alpha Signal: L&F (066970.KS) π Price Surge 6.4%
π¨ Alpha Bond Signal Alert
Bond Market Analysis
L&F (066970.KS) +6.4% at 2026-03-25 09:31 JST from 2026-03-25 09:05 JST
| π Time (Local) | π English Summary | π° Original Headline (linked) |
|---|---|---|
| 2026-02-06 KST | IBK Investment & Securities maintains a **Trading Buy** rating on L&F after 4Q25 operating profit of β©82bn beats consensus, highlighting that the company has returned to profit for two consecutive quarters and is expected toδΏζ exβoneβoff profitability in 2026. The report points to planned cathode CAPA expansion from 210k tonnes in 2025 to 240k tonnes in 2026 (including new LFP capacity starting in 4Q26) as a driver of future growth, supporting a positive mediumβterm earnings trajectory. (m.ibks.com) | μμ€μν (066970) β νμκ° μ§μλλ μκΈ° |
| 2026-01-05 KST | Mirae Asset Securities keeps L&F as its **top pick in the battery materials sector**, reiterating a target price of β©180,000 and framing the recent shareβprice correction as a **buying opportunity**. The report forecasts 2026 revenue of β©3.1tr (+41% YoY) and β©165bn operating profit (return to profit), citing expected rampβup of 95%βNi cathode supply for Teslaβs 4680 cells in 2H26 and continued reversals of inventory valuation allowances as key earnings and valuation catalysts. (securities.miraeasset.com) | L&F β Standing out on its own: Take the recent correction as a buying opportunity |
| 2025-09-30 16:18 KST | Korean business daily TopDaily reports that **LSβL&F Battery Solution (LLBS)**, the LS GroupβL&F joint venture, has completed a new precursor plant in the Saemangeum industrial complex, with total investment of over β©1tr and a roadmap to reach 120k tonnes of annual precursor output by 2029 (enough for ~1.3m EVs). The article notes that LS MnM will supply nickel sulfate to LLBS, which will in turn supply precursor to L&F for cathode production, strengthening a domestically integrated Kβbattery materials value chain in which L&F is a core beneficiary. (topdaily.kr) | LS, '1μ‘° ν¬μ' μλ§κΈ λ°°ν°λ¦¬ μμ¬ κ³΅μ₯ μ€κ³΅ |
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