🚨 Alpha Signal: L&F (066970.KS) 📈 Price Surge 6.4%

        March 25, 2026

🚨 Alpha Signal: L&F (066970.KS) 📈 Price Surge 6.4%

        🚨 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

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

2026-02-06 KST
IBK Investment & Securities maintains a **Trading Buy** rating on L&F after 4Q25 operating profit of ₩82bn beats consensus, highlighting that the company has returned to profit for two consecutive quarters and is expected to保持 ex‑one‑off 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 medium‑term earnings trajectory. (m.ibks.com)
엘앤에프 (066970) – 흑자가 지속되는 시기

2026-01-05 KST
Mirae Asset Securities keeps L&F as its **top pick in the battery materials sector**, reiterating a target price of ₩180,000 and framing the recent share‑price correction as a **buying opportunity**. The report forecasts 2026 revenue of ₩3.1tr (+41% YoY) and ₩165bn operating profit (return to profit), citing expected ramp‑up of 95%‑Ni cathode supply for Tesla’s 4680 cells in 2H26 and continued reversals of inventory valuation allowances as key earnings and valuation catalysts. (securities.miraeasset.com)
L&F – 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 **LS–L&F Battery Solution (LLBS)**, the LS Group–L&F joint venture, has completed a new precursor plant in the Saemangeum industrial complex, with total investment of over ₩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 K‑battery materials value chain in which L&F is a core beneficiary. (topdaily.kr)
LS, '1조 투자' 새만금 배터리 소재 공장 준공

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🕒 Time (Local)	🌐 English Summary	📰 Original Headline (linked)
2026-02-06 KST	IBK Investment & Securities maintains a Trading Buy rating on L&F after 4Q25 operating profit of ₩82bn beats consensus, highlighting that the company has returned to profit for two consecutive quarters and is expected to保持 ex‑one‑off 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 medium‑term earnings trajectory. (m.ibks.com)	엘앤에프 (066970) – 흑자가 지속되는 시기
2026-01-05 KST	Mirae Asset Securities keeps L&F as its top pick in the battery materials sector, reiterating a target price of ₩180,000 and framing the recent share‑price correction as a buying opportunity. The report forecasts 2026 revenue of ₩3.1tr (+41% YoY) and ₩165bn operating profit (return to profit), citing expected ramp‑up of 95%‑Ni cathode supply for Tesla’s 4680 cells in 2H26 and continued reversals of inventory valuation allowances as key earnings and valuation catalysts. (securities.miraeasset.com)	L&F – 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 LS–L&F Battery Solution (LLBS), the LS Group–L&F joint venture, has completed a new precursor plant in the Saemangeum industrial complex, with total investment of over ₩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 K‑battery materials value chain in which L&F is a core beneficiary. (topdaily.kr)	LS, '1조 투자' 새만금 배터리 소재 공장 준공