🚨 Alpha Signal: L&F (066970.KS) 📉 Price Drop 6.7%

        March 30, 2026

🚨 Alpha Signal: L&F (066970.KS) 📉 Price Drop 6.7%

        🚨 Alpha Bond Signal Alert
Bond Market Analysis
L&F (066970.KS) -6.7% at 2026-03-30 09:06 JST from 2026-03-27 15:30 JST

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

2026-03-17 10:20 KST
Company filed an “investor-decision material” disclosure stating that a major single-sale contract counterparty has gone bankrupt and is undergoing an acquisition process, making transfer of contract rights and collection of associated trade receivables uncertain and highlighting potential negative impact on future revenue and cash flow. (economyreports.com)
엘앤에프 공시(2026-03-17) - 계약상대 파산·인수 진행으로 계약권리 승계·매출채권 리스크

2026-02-05 16:05 KST
At a National Assembly hearing, the Financial Supervisory Service governor condemned L&F’s late-2025 Tesla contract revision disclosure as “a malicious disclosure at the level of practically fraudulent filing,” signaling potential regulatory tightening and reinforcing governance and disclosure‑credibility concerns around the company. (en.sedaily.com)
FSS Chief Slams L&F's Disclosure as 'Practically Fraudulent'

2026-02-03 (KST)
Chemical industry media reported that while L&F’s 2025 operating loss shrank by about 72%, its credibility was badly damaged after it cut the value of its Tesla cathode supply contract by over 99% and sold 1 million treasury shares just weeks before announcing the contract revision, raising market concerns over possible misuse of undisclosed information. (chemlocus.co.kr)
엘앤에프, 적자 70% 줄였지만 신뢰도 타격

2026-01-08 17:51 KST
Maeil Business reported controversy that L&F disposed of roughly one‑third of its treasury shares on 2025-12-02, only about three weeks before disclosing that its 3.8 trillion won Tesla supply contract had been effectively cancelled and reduced to around 9.73 million won, fueling suspicions of potential insider trading and further undermining investor confidence. (v.daum.net)
엘앤에프, 계약취소 공시전 자사주 매각 논란

2025-12-30 10:07 KST
Following a post‑close regulatory filing on 2025-12-29 that slashed the value of L&F’s Tesla high‑nickel cathode supply contract from about 3.8347 trillion won to roughly 9.73 million won, local media highlighted an intraday share drop of about 8% as investors reacted to what was effectively a contract cancellation and a major blow to L&F’s growth narrative. (v.daum.net)
[[특징주] 3.8조→ 973만원… 엘앤에프, 테슬라와 계약금 감액에 8% 하락](https://v.daum.net/v/ypII3Bu5H9)

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🕒 Time (Local)	🌐 English Summary	📰 Original Headline (linked)
2026-03-17 10:20 KST	Company filed an “investor-decision material” disclosure stating that a major single-sale contract counterparty has gone bankrupt and is undergoing an acquisition process, making transfer of contract rights and collection of associated trade receivables uncertain and highlighting potential negative impact on future revenue and cash flow. (economyreports.com)	엘앤에프 공시(2026-03-17) - 계약상대 파산·인수 진행으로 계약권리 승계·매출채권 리스크
2026-02-05 16:05 KST	At a National Assembly hearing, the Financial Supervisory Service governor condemned L&F’s late-2025 Tesla contract revision disclosure as “a malicious disclosure at the level of practically fraudulent filing,” signaling potential regulatory tightening and reinforcing governance and disclosure‑credibility concerns around the company. (en.sedaily.com)	FSS Chief Slams L&F's Disclosure as 'Practically Fraudulent'
2026-02-03 (KST)	Chemical industry media reported that while L&F’s 2025 operating loss shrank by about 72%, its credibility was badly damaged after it cut the value of its Tesla cathode supply contract by over 99% and sold 1 million treasury shares just weeks before announcing the contract revision, raising market concerns over possible misuse of undisclosed information. (chemlocus.co.kr)	엘앤에프, 적자 70% 줄였지만 신뢰도 타격
2026-01-08 17:51 KST	Maeil Business reported controversy that L&F disposed of roughly one‑third of its treasury shares on 2025-12-02, only about three weeks before disclosing that its 3.8 trillion won Tesla supply contract had been effectively cancelled and reduced to around 9.73 million won, fueling suspicions of potential insider trading and further undermining investor confidence. (v.daum.net)	엘앤에프, 계약취소 공시전 자사주 매각 논란
2025-12-30 10:07 KST	Following a post‑close regulatory filing on 2025-12-29 that slashed the value of L&F’s Tesla high‑nickel cathode supply contract from about 3.8347 trillion won to roughly 9.73 million won, local media highlighted an intraday share drop of about 8% as investors reacted to what was effectively a contract cancellation and a major blow to L&F’s growth narrative. (v.daum.net)	[[특징주] 3.8조→ 973만원… 엘앤에프, 테슬라와 계약금 감액에 8% 하락](https://v.daum.net/v/ypII3Bu5H9)