Korea Stock Market Insights

Tag: New Energy

Pino Secures $7.9B Copper Supply Contract: A Boost for Battery Material Growth?
Pino’s $7.9B Copper Deal: A Game-Changer for Battery Materials?

Battery materials company Pino has just secured a significant $7.9 billion copper supply contract, potentially fueling its ambitious growth trajectory. This article delves into the contract’s implications, highlighting key opportunities and risks for investors interested in this burgeoning sector.
1. Decoding the $7.9 Billion Copper Deal

Pino’s agreement with CITIC Metal(HK) Limited for a $7.9 billion copper supply marks a significant development. Representing 25.88% of Pino’s recent revenue, this deal, although short-term (3 months), secures a vital raw material for its core battery precursor business.

2. Why Pino is on Investors’ Radar

Pino is experiencing exponential growth in its battery precursor and related materials segment, with sales skyrocketing by approximately 14 times year-over-year. The recent change in majority ownership to a CNGR subsidiary, a global leader in precursors, further strengthens Pino’s growth prospects.

3. Contract Impact: What’s Next for Pino?

This contract is expected to directly boost Pino’s short-term revenue and profitability. Furthermore, partnering with a global player enhances Pino’s credibility and opens doors for future contracts. However, the short 3-month duration and copper price volatility present potential risks.
- Positive Impacts: Revenue and profit growth, enhanced business competitiveness, short-term improvement in financial indicators
- Negative Impacts: Limitations of a short-term contract, copper price volatility, high debt ratio
4. Investor Action Plan

Pino is a compelling investment prospect riding the wave of the booming EV battery market. This contract could trigger short-term stock price gains. However, investors should carefully consider the risks, including contract renewal prospects, copper price fluctuations, and Pino’s high debt ratio. Continuous monitoring of future contracts with CITIC Metal, sustained growth in the new energy sector, and efforts to reduce the debt ratio are crucial.
What is Pino’s main business?

Pino’s primary focus is on battery precursors and related materials, which constitute the majority of its revenue. They also operate in the telecommunications equipment and gaming sectors, although these are currently underperforming.

What is the value of the copper supply contract?

The contract is valued at $7.9 billion, representing approximately 25.88% of Pino’s recent revenue.

What is the contract duration?

The contract runs for three months, from September 1, 2025, to November 30, 2025.

What are the key investment considerations?

Investors should consider the short contract duration, copper price volatility, and Pino’s high debt ratio. The possibility of contract renewal and the sustained growth of the new energy business are also important factors.
08/29/2025
Pino Secures $5M Copper Supply Contract: Analyzing the Impact on Investors
Pino’s $5M Copper Deal: Opportunity or Risk?

Pino has announced a significant copper supply contract with Lotte EM Malaysia, valued at $5 million. While this deal offers potential growth, it’s crucial to analyze its implications for Pino’s financial health and long-term prospects. This article provides a comprehensive overview for investors.
1. What Happened? : $5M Copper Supply Contract Signed

Pino has secured a $5 million copper supply contract with Lotte EM Malaysia, representing 22.11% of Pino’s revenue. The contract spans from September 1, 2025, to December 31, 2025.

2. Why Does It Matter? : Growth vs. Financial Risk

This deal is crucial for Pino’s new energy business expansion and entry into the Malaysian market. However, high debt-to-equity ratio and low profitability remain key concerns.
- Positive Factors: Revenue growth, new energy business expansion, entry into Malaysian market.
- Negative Factors: Ongoing financial stability concerns, customer concentration, decreased R&D investment.
3. What Should Investors Do? : Investment Strategy Recommendations

Short-term investors should proceed with caution due to market volatility. Long-term investors should closely monitor Pino’s plans for improving financial health and profitability, looking for positive signals like additional contracts and increased R&D investment.

4. Investor Action Plan
- Short-Term Investors: Proceed with caution due to market volatility. Observation is recommended over immediate action.
- Long-Term Investors: Monitor the company’s financial restructuring efforts and the sustainability of its new energy business growth.
What is Pino’s main business?

Pino focuses on the new energy business, particularly precursor materials for secondary batteries and related materials. It has recently attracted market attention with its explosive growth.

Will this contract positively impact Pino?

While the contract is positive for revenue growth and market expansion, Pino still faces financial stability challenges.

What should investors consider before investing in Pino?

Investors should closely monitor the company’s financial restructuring efforts and the sustainability of its new energy business growth, paying close attention to its debt-to-equity ratio and profitability improvements.
08/21/2025
Pino Secures KRW 8.5 Billion NCM Precursor Supply Contract with L&F, Boosting Its New Energy Business

Pino’s KRW 8.5 Billion Deal with L&F: Solidifying its Position in the New Energy Market

Pino (033790), a secondary battery materials company, has secured a KRW 8.5 billion NCM precursor supply contract with L&F, marking a significant step in its journey within the new energy market. This contract is a key indicator of Pino’s future growth potential and is a must-read for investors. Dive in to learn more about Pino’s growth story and investment highlights.

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.

08/06/2025