Korea Stock Market Insights

Tag: NCM Precursor

  • FINO INC. Secures KRW 10.8 Billion NCM Precursor Supply Contract with L&F: Impact on Stock Price?



    FINO INC. Secures KRW 10.8 Billion NCM Precursor Supply Contract with L&F: Impact on Stock Price? 대표 차트 이미지






    FINO INC. Signs KRW 10.8 Billion NCM Precursor Supply Contract with L&F

    FINO INC. announced that it has signed a KRW 10.8 billion supply contract for NCM precursors with L&F. The contract period is approximately two months, from September 7, 2025, to November 24, 2025, and the supply location is designated by L&F within Korea. This represents approximately 35% of FINO’s projected KRW 31.2 billion revenue for 2025.

    Implications and Background of the Contract

    This contract is expected to bring short-term revenue growth for FINO, which has recently recorded sluggish performance. Securing a high-quality customer like L&F is also positive as it enhances market confidence and increases the possibility of further orders. FINO has been focusing on its new energy business since the change in its largest shareholder, striving to secure growth engines, and this contract can be interpreted as one of the fruits of these efforts.

    Investor Perspective: Opportunities and Risks

    While this contract may provide short-term upward momentum for the stock price, investors should consider several risk factors. The short contract period of two months, continuous decline in profitability, and high debt ratio remain challenges to overcome. Therefore, it is essential to objectively assess the company’s fundamental improvements rather than being swayed by short-term stock price fluctuations.

    Key Investment Points

    • Possibility of securing additional long-term contracts with L&F
    • Efforts to improve profitability and stabilize financial structure
    • Continued growth potential of the new energy business segment
    • Expansion and performance of R&D investment


    Frequently Asked Questions (FAQ)

    How much will this contract contribute to FINO’s profitability improvement?

    While this contract can contribute to short-term sales growth, it is expected to be insufficient to reverse the current trend of declining profitability.

    What is the outlook for FINO’s stock price?

    It may have a positive impact in the short term, but the mid- to long-term stock price depends on the company’s fundamental improvement.

    What are the precautions for investment?

    Investments should be made cautiously, considering the limitations of short-term contracts, the need for profitability improvement, and the stability of the financial structure.









    FINO INC. Secures KRW 10.8 Billion NCM Precursor Supply Contract with L&F: Impact on Stock Price? 관련 이미지
    FINO INC. Secures KRW 10.8 Billion NCM Precursor Supply Contract with L&F: Impact on Stock Price? 관련 이미지




  • Pino Secures KRW 6.1 Billion NCM Precursor Supply Contract with L&F: What’s Next for the Stock?



    Pino Secures KRW 6.1 Billion NCM Precursor Supply Contract with L&F: What's Next for the Stock? 대표 차트 이미지






    Pino Signs KRW 6.1 Billion NCM Precursor Supply Contract

    Pino announced on September 4, 2025, that it had signed a KRW 6.1 billion NCM precursor supply contract with L&F. The contract period runs from August 28, 2025, to November 3, 2025, approximately two months. This represents about 5.99% of Pino’s first-half revenue in its 36th fiscal year, a substantial amount considering the short contract duration. Notably, the high percentage relative to sales (19.75%) highlights the contract’s significant importance to Pino.

    The Contract’s Significance and Future Outlook

    This contract holds significant implications for the expansion of Pino’s new energy business. Securing a major client like L&F strengthens Pino’s market position and increases the likelihood of winning additional contracts in the future. Moreover, it’s expected to contribute not only to short-term sales growth but also to stable long-term profit generation.

    However, Pino still faces high debt-to-equity ratio and operating losses, and the sluggish performance of its existing business segments persists. Therefore, investors should not solely focus on the potential for short-term stock price increases but carefully evaluate the company’s long-term financial health and the possibility of a turnaround in its existing businesses.

    Key Checkpoints for Investors

    • Positive Factors: Increased sales in the new energy business, securing a major client, enhanced market competitiveness
    • Negative Factors: High debt-to-equity ratio, continuous operating losses, sluggish performance of existing businesses

    Pino’s future stock price is expected to fluctuate based on the contract’s fulfillment, securing additional contracts, and the company’s efforts to improve its financial structure. Investors should make cautious investment decisions by comprehensively considering these factors.



    Frequently Asked Questions

    How will this contract impact Pino’s financials?

    While it is expected to contribute to sales growth in the short term, the long-term profitability improvement remains uncertain. Addressing the company’s financial health is crucial.

    What is the outlook for Pino’s new energy business?

    The outlook is positive, in line with the growth of the EV and ESS markets, but variables such as intensifying competition and technological changes should also be considered.

    Should I invest in Pino?

    While there’s potential for short-term stock price momentum, careful investment decisions are necessary, considering the financial risks and the sluggish performance of existing businesses.









    Pino Secures KRW 6.1 Billion NCM Precursor Supply Contract with L&F: What's Next for the Stock? 관련 이미지
    Pino Secures KRW 6.1 Billion NCM Precursor Supply Contract with L&F: What's Next for the Stock? 관련 이미지




  • Pino Secures KRW 6.1 Billion NCM Precursor Supply Contract with L&F: Opportunity or Risk?

    1. What Happened?

    Pino signed a KRW 6.1 billion NCM precursor supply contract with L&F. The contract period is two months (August 4, 2025, to October 13, 2025), representing 19.80% of Pino’s sales.

    2. Why is it Important?

    This contract is a significant signal of Pino’s growth potential in the new energy business. Securing a major client like L&F is expected to enhance business stability and foundation. It is also expected to contribute to short-term sales growth. However, the short contract period, Pino’s financial burden, raw material price volatility, and concerns regarding profitability and audits should be considered as risk factors.

    3. What’s Next?

    The growth of the electric vehicle and battery market provides a positive external environment for Pino. However, fluctuations in exchange rates and interest rates can affect raw material import costs, foreign exchange-related gains and losses, and interest expense burdens, requiring caution.

    4. What Should Investors Do?

    • Check the possibility of securing a long-term supply contract. The possibility of further business expansion and securing a long-term contract with L&F is crucial.
    • Monitor the profitability improvement trend in the new energy business segment. It is essential to observe whether profitability improves along with sales growth.
    • Keep an eye on Pino’s efforts to strengthen its financial soundness. The company’s strategies and execution capabilities for mitigating debt ratios are important.
    • Check the transparency of audit-related issues. Focus on the transparency of information disclosure related to revenue recognition and inventory valuation.

    In conclusion, while this contract is a positive sign, careful investment decisions are needed, considering both the short-term effects and potential risks.

    Frequently Asked Questions

    Will this contract positively impact Pino’s stock price?

    It may have a positive impact in the short term, but the long-term impact will depend on various factors such as further contracts with L&F and improvements in Pino’s financial situation.

    What is Pino’s financial status?

    There are financial burdens due to high debt ratios and convertible bond issuance. Investors should consider this aspect.

    What is Pino’s future outlook?

    Benefits from the growth of the electric vehicle market are expected, but uncertainties such as increased competition and raw material price volatility also exist.

  • Pino Secures KRW 8.5 Billion NCM Precursor Supply Contract with L&F, Boosting Its New Energy Business

    1. What Happened?

    Pino signed a KRW 8.5 billion NCM precursor supply contract with L&F. The contract period is two months, from August 16, 2025, to October 27, 2025, representing a substantial 27.67% of Pino’s 2024 revenue.

    2. Why Is It Important?

    This contract is a crucial momentum accelerator for Pino’s new energy business growth. The collaboration with key clients like L&F validates Pino’s technological capabilities and market competitiveness, while securing stable revenue streams. Furthermore, recent contracts with SK Telecom, CITIC Metal, and CNGR HONG KONG raise expectations for Pino’s new energy business expansion.

    3. What’s Next?

    This contract is projected to positively impact Pino’s performance in the latter half of 2025. It also strengthens the likelihood of further business opportunities through continuous collaboration with L&F. Pino is actively investing in its new business by securing funds through rights offerings and convertible bond issuances. The recent credit rating upgrade further enhances the company’s credibility.

    4. What Should Investors Do?

    Pino’s growth in the new energy sector and its strengthened partnership with L&F present compelling opportunities for investors. However, it is crucial to consider external factors such as raw material price and exchange rate fluctuations. Continuous monitoring of Pino’s new contract wins and performance in the new energy business sector is essential for developing an informed investment strategy.

    What is the size of the contract between Pino and L&F?

    KRW 8.5 billion.

    How will this contract impact Pino’s revenue?

    It represents a significant 27.67% of Pino’s 2024 revenue.

    What is Pino’s main business?

    Pino focuses on new energy materials, specifically secondary battery materials.

    What is the outlook for Pino?

    This contract is expected to further accelerate its growth in the new energy business.