Will CowinTech’s IR Signal a Rebound? On September 2, 2025, CowinTech held an investor relations (IR) meeting. With investor curiosity high regarding their smart factory and secondary battery businesses, this IR served as a crucial opportunity to gauge CowinTech’s future prospects amidst its recent struggles. This article analyzes the key takeaways from the IR and … 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
L&F Q2 Earnings Shock: How Should Investors Respond? L&F, a leading cathode material company for secondary batteries, reported an earnings shock in Q2 2025. With results falling far below market expectations, investor concerns are growing. This article analyzes the causes of L&F’s poor Q2 performance and provides insights into future investment strategies. 1. L&F Q2 … Read more
Joil Aluminum: Navigating the Secondary Battery Market’s Light and Shadow Joil Aluminum is gaining attention alongside the rapid growth of the secondary battery materials market. While the 2025 semi-annual report showed positive momentum with increased sales of high-value-added products, Q2 earnings delivered a shock with a sudden shift into the red. Between a bright future … Read more
EcoPro BM’s Earnings Surprise: Is it Time to Invest? EcoPro BM announced a surprise turnaround in Q2 2025, exceeding market expectations in both sales and operating profit. This article dives deep into EcoPro BM’s Q2 earnings and outlines potential investment strategies. 1. EcoPro BM Q2 Earnings: Key Highlights EcoPro BM achieved a remarkable turnaround in … Read more
EcoPro BM’s After-Hours Trading on August 13th: What Happened? After-hours trading activity always grabs the attention of investors. What does the recent surge in EcoPro BM’s after-hours trading on August 13th signify? This article provides a deep dive into the event, analyzing recent reports, the potential impact on fundamentals, and future stock price outlook to … Read more
Can Kosmo New Materials Seize a Turnaround Opportunity Amidst the Battery Sector Downturn? Kosmo New Materials’ recent announcement of weak H1 2025 earnings has sparked market concerns. The sharp decline in the secondary battery cathode materials segment is the primary culprit. However, a glimmer of hope remains. The growth potential of the functional film business … Read more
POSCO Future M’s $7.4 Billion Contract Termination: What Investors Need to Know The news of POSCO Future M’s massive ESS cathode material supply contract termination has sent ripples through the market. Are you wondering how this decision will impact investors and what steps you should take next? This article provides a detailed analysis of the … Read more
POSCO Future M and Ford in Talks for a Massive Cathode Material Supply Deal! Will POSCO Future M’s stock soar or plummet? Investors are keenly watching the potential mega-deal with Ford. On August 4th, POSCO Future M announced ongoing negotiations with Ford for a multi-trillion won cathode material supply agreement. The success or failure of … Read more
Kosmo Advanced Materials Q2 Earnings: A Deep Dive into the 77% Operating Profit Plunge Kosmo Advanced Materials’ preliminary Q2 2025 earnings have sent shockwaves through the market. A staggering 77% drop in operating profit signals more than just a temporary setback; it raises serious concerns about the company’s near-term prospects. This article provides an in-depth … Read more