Samsung SDI Invests ₩14.8B in the Future Despite recent financial struggles, Samsung SDI is investing ₩14.8 billion in cultivating young software talent. Could this investment be the key to overcoming challenges and securing future competitiveness? This article delves into the background and significance of Samsung SDI’s investment and highlights key points for investors. 1. The … Read more
EcoPro Materials: Decoding the Recent Shareholder Stake Change Recent changes in EcoPro’s stake in EcoPro Materials have caught the attention of investors. What does this shift mean for the company’s fundamentals and future stock price? This article analyzes the context and implications of the stake change and offers an investment strategy for EcoPro Materials. 1. … Read more
LG Chem: A New Era of Restructuring? LG Chem’s announcement to explore the sale of its Yeosu NCC Plant No. 2 has caught the attention of investors. Seen as a potential signal of restructuring amidst a struggling petrochemical business, this move could reshape LG Chem’s portfolio. This article delves into the rationale behind the potential … Read more
SM Veccell secures 87.53% stake. What does this mean? SM High Plus Co., Ltd. has acquired an additional 5,000 shares of SM Veccell, securing an 87.53% stake. Is this a simple change in shareholding, or does it carry a larger significance? We’ll analyze the impact of this stake change on SM Veccell’s future, the growth … Read more
A Glimpse into the Future of EcoPro BM, a Key Player in the Battery Market EcoPro BM, the global leader in cathode materials market share, recently unveiled its future growth strategies at the UBS Korea Summit 2025. This article analyzes the IR presentation and provides key information and investment strategies for investors. Explore the investment … Read more
Mirae Asset Securities Bets on SK Innovation: Is it a Buying Opportunity? Mirae Asset Securities’ acquisition of a 5.96% stake in SK Innovation has caught the attention of investors. SK Innovation is accelerating its battery business expansion and green energy transition, but also faces challenges such as financial difficulties and market volatility. This article analyzes … Read more
Sec Co., Ltd. (081180): Rosy Future or Thorny Path? Sec Co., Ltd. (081180), a semiconductor and battery inspection equipment company, announced its earnings forecast for 2025. Despite hopeful sales growth targets, sluggish first-half results and undisclosed net income are raising concerns among investors. This article analyzes Sec’s 2025 earnings forecast in detail and highlights key … Read more
Mplus IR: A Deep Dive into the Future of Secondary Batteries On August 22, 2025, Mplus, a leading manufacturer of secondary battery assembly equipment, will hold an investor relations (IR) meeting. Following improved performance in 2024, what future will Mplus unveil at this IR? This article provides an in-depth analysis of the key aspects of … Read more
SECK (081180): Navigating the Semiconductor Slump The semiconductor industry downturn has significantly impacted SECK’s performance in the first half of 2025. However, amidst the challenges, opportunities emerge. This IR analysis delves into SECK’s current situation, highlighting the potential of its LINAC business and providing insights for investors. 1. SECK’s Q2 2025 Performance: A Glimmer of … Read more
SM Veccell: Major Shareholder Increases Stake, What’s Next? SM Veccell has been gaining attention with its successful turnaround in the first half of 2025. Recently, the major shareholder, SM High Plus Co., Ltd., further solidified its position by acquiring additional shares. This move signifies more than just a change in ownership—it demonstrates a strong belief … Read more