A qualitative deep dive into Sebitchem (107600) for 2026: its waste-acid and spent-battery recycling model, the precursor composite solution, permit and hydrometallurgy moats, metal-price spread and capex risk, the EV slowdown and LFP threat, plus the SungEel HiTech competitive map.
TCC Steel (KRX 002710) 2026 stock outlook. A qualitative deep dive into the legacy tinplate cash cow, the nickel-plated steel growth leg for cylindrical EV battery cans (46-series / 4680), EV demand cyclicality, capacity and yield execution risk, customer concentration, steel input costs, and battery-material theme valuation.
SungEel HiTech (KOSDAQ 365340) 2026 stock outlook. A qualitative deep dive into the battery-recycling business model, black-mass hydrometallurgy that recovers nickel, cobalt and lithium, the brutal metal-price leverage, EV demand air-pockets, IRA and CRMA tailwinds, and the competitive field for foreign investors.
PNT (137400) stock outlook for 2026. A close look at this Korean battery equipment maker's roll-to-roll electrode coating moat, its expansion into copper foil and materials tooling, the order-backlog cycle that drives earnings, and the front-end capex risk every equipment investor has to price in.
POSCO Holdings (005490) 2026 stock analysis: the dual identity of a cyclical Korean steelmaker and a vertically integrated battery-materials platform spanning Argentine brine lithium, nickel, cathode via POSCO Future M, holding-company discount, dividends, and lithium-price risk.