#battery materials

23개의 글

August 7, 2026

Noroo Paint (090350) Stock Outlook 2026: Domestic Construction Cyclical Meets Battery Thermal Coatings

Noroo Paint (090350) 2026 stock outlook. A deep qualitative look at its four coatings pillars (architectural, industrial, auto-refinish, PCM), the brand and dealer-network moat, titanium dioxide and oil raw-material spreads, low-VOC eco-regulation tailwinds, the EV battery thermal and dielectric coatings option, plus KCC and Samhwa Paint rivalry and the Noroo Holdings structure.

Noroo Paint 090350 coatings

August 7, 2026

Sama Aluminium (006110) Stock Outlook 2026: Foil Oligopoly Meets the Battery Cycle

Sama Aluminium (006110) 2026 stock outlook. A deep, qualitative read on its precision foil-rolling moat, capacitor and battery cathode foil exposure, the Korean aluminum foil oligopoly, aluminum price pass-through lag, and dependence on the EV battery demand cycle.

Sama Aluminium 006110 aluminum foil

August 4, 2026

TCC Steel (KRX 002710) Stock Outlook 2026: Tinplate Cash Base vs Battery-Can Nickel Steel Growth

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.

TCC Steel 002710 nickel plated steel

August 4, 2026

Isu Chemical (KRX 005950) Stock Outlook 2026: A LAB Cash Cow With a Solid-State Battery Option

Isu Chemical (KRX 005950) 2026 stock outlook. A deep qualitative look at its LAB detergent-feedstock cash cow, integrated sulfur and thiol chemistry moat, the lithium sulfide (Li2S) solid-state battery electrolyte growth option, and the commodity-spread cycle, oil, solid-state timing, FX, and affiliate governance risks that drive the shares.

Isu Chemical 005950 Korea Stocks

August 1, 2026

Aekyung Chemical Stock Outlook 2026: Green Plasticizers, Base-Chemical Spreads, and the Hard-Carbon Option (161000)

Aekyung Chemical (161000) 2026 stock analysis: eco-friendly non-phthalate plasticizers, phthalic anhydride, biodiesel and surfactants, the hard-carbon anode option for sodium-ion batteries, and why this Korea-listed mid-cap chemical name blends a specialty-transition growth story with base-chemical spread cyclicality.

Aekyung Chemical 161000 plasticizer

July 27, 2026

Sangah Frontec (089980) Stock Outlook 2026: Materials Niches and the Hydrogen Membrane Option

Sangah Frontec (KOSDAQ 089980) 2026 stock analysis: cylindrical battery safety vents, semiconductor packaging parts, industrial printer belts, and the e-PTFE fuel-cell membrane localization story that gives this Korean small-cap an asymmetric hydrogen growth option.

Sangah Frontec 089980 Korea Stocks

July 26, 2026

Chunbo (278280) Stock Outlook 2026: The Electrolyte Additive Moat and Battery-Cycle Whiplash

Chunbo (278280) 2026 stock outlook. A qualitative look at its F/P-based electrolyte additives like LiFSI and LiPO2F2, why these specialty salts decide battery life, fast charging and cold performance across high-nickel and LFP chemistries, the Korean cell-maker demand base, and the capacity, depreciation and China price-war risks facing this KOSDAQ specialty chemical name.

Chunbo 278280 battery materials

July 22, 2026

Dongwon Systems (014820) Stock Outlook 2026: A Packaging Champion With a Battery-Materials Option

Dongwon Systems (KRX 014820) 2026 stock outlook. A full-line packaging franchise spanning aluminum cans, steel cans, PET, glass and flexible pouches, backed by captive demand from Dongwon tuna and beverages, plus a growth option in EV battery aluminum foil, cylindrical battery cans and pouches — weighed against aluminum, FX and capex risk.

Dongwon Systems 014820 Korea Stocks

July 19, 2026

WCP Stock Outlook 2026: Korea's No.2 Wet Separator Maker Between Premium Demand and the EV Air Pocket

WCP (KOSDAQ 393890) 2026 stock analysis: Korea's second-largest wet-process battery separator maker, Samsung SDI customer concentration, Hungary expansion, high-energy-density coated separators, and the near-term risks of an EV demand slowdown, utilization drop, and Chinese low-cost oversupply.

WCP battery separator wet separator

July 14, 2026

Foosung (093370) Stock Outlook 2026: Korea's Only LiPF6 Maker and the Two Faces of the Battery-Materials Cycle

Foosung (093370) 2026 stock outlook. A deep qualitative look at Korea's only LiPF6 electrolyte-salt producer, its refrigerant and specialty-gas cushion, the China oversupply and EV-battery downcycle risks, supply-chain localization tailwinds, and how foreign investors should size a KRW-denominated picks-and-shovels battery play.

Foosung 093370 battery materials

July 14, 2026

Solus Advanced Materials (336370) Stock Outlook 2026: The Copper Foil Turnaround Nobody Wants to Wait For

Solus Advanced Materials (336370) stock outlook for 2026. A qualitative deep dive into the battery copper-foil loss-to-breakeven turnaround, the Hungary European plant strategy, the electronic-materials and bio cash cows, and the risks from soft European EV demand and Chinese foil oversupply.

Solus Advanced Materials 336370 copper foil

July 13, 2026

Lotte Energy Materials (020150) Stock Outlook 2026: The Copper-Foil Chasm Decides the Rerating

Lotte Energy Materials (020150) stock outlook 2026. A qualitative deep dive into the former Iljin Materials, the world-class ultra-thin battery copper foil (Elecfoil) maker's moat, chasm-driven utilization pressure, Chinese oversupply, and Europe/US expansion risk.

Lotte Energy Materials 020150 Elecfoil

July 13, 2026

Hansol Chemical (KRX 014680) Stock Outlook 2026: The Peroxide Cash Cow and the Battery-Materials Option

Hansol Chemical (014680) 2026 stock analysis: dominance in high-purity hydrogen peroxide for semiconductor and display fabs, QD display materials, silicon anode and battery binder growth bets, customer concentration on Samsung and SK hynix, and memory capex cycle exposure.

Hansol Chemical 014680 Korea Stocks

July 13, 2026

005070 (Cosmo AM&T) Stock Outlook 2026: Balancing High-Nickel Cathodes and MLCC Films

Cosmo Advanced Materials (Cosmo AM&T, KRX 005070) 2026 stock outlook: a qualitative deep dive into its high-nickel NCM cathode growth story, the steady cash flow of its MLCC release and toner film business, EV demand chasm exposure, lithium and nickel price pass-through, heavy capex financing risk, and how it stacks up against larger cathode makers like EcoPro and L&F.

Cosmo AMT 005070 Korea Stocks

July 10, 2026

Daejoo Electronic Materials (078600) Stock Outlook 2026: The Silicon Anode Leader's Growth and Risks

Daejoo Electronic Materials (KOSDAQ 078600) 2026 stock analysis: silicon anode (Si anode) technology moat, conductive paste cash cow (MLCC and solar), LG Energy Solution value-chain exposure, and the EV-demand, commercialization-pace, and valuation risks investors must weigh.

Daejoo Electronic Materials 078600 silicon anode

July 10, 2026

Nano-Materials (KOSDAQ 121600) Stock Outlook 2026: CNT Conductive Additive Leverage on Silicon Anodes

Nano-Materials (KOSDAQ 121600) 2026 stock analysis: CNT conductive additive leverage as silicon anodes scale, the CMP slurry and TCO target businesses, EV-chasm and customer-concentration risks, valuation, and how foreign investors can access this Korean battery-materials name.

Nano-Materials 121600 CNT conductive additive

July 6, 2026

Dongjin Semichem (005290) Stock Outlook 2026 — Photoresist, EUV Localization, and a Battery-Materials Second Engine

Dongjin Semichem (KRX 005290) Stock Outlook 2026: a full breakdown of its photoresist, thinner and stripper semiconductor and display materials, the EUV photoresist localization story, Samsung and SK Hynix supply, CNT conductive-additive battery materials, the Korean materials-policy tailwind, risks, peer comparison, and what global investors should watch.

Dongjin Semichem 005290 photoresist

July 2, 2026

348370 (Enchem) Stock Outlook 2026: The Electrolyte Leader's North American Buildout vs. Capex Burden

A qualitative 2026 stock outlook for Enchem (KRX 348370), Korea's No.1 battery electrolyte maker. We break down its global position, North American capacity near LG Energy Solution and SK On, IRA and FEOC non-China tailwinds, additive and lithium-salt in-housing, and the risks of EV demand softness, capex, debt, price erosion, and customer destocking.

Enchem 348370 electrolyte

July 2, 2026

SKC (011790) Stock Outlook 2026: The Copper Foil and Glass Substrate Reinvention Bet

A qualitative deep dive into SKC (KRX 011790) for 2026. We break down subsidiary SK Nexilis copper foil for EV batteries, Absolics glass substrates for next-generation semiconductor packaging, PO/PG chemicals, the sale of legacy film to concentrate on growth materials, and the risks: EV demand slowdown, copper foil oversupply, heavy capex, and uncertain commercialization timing.

SKC 011790 copper foil

June 23, 2026

L&F Stock Outlook 2026: High-Nickel Cathode Leadership and the Metal-Price Pass-Through Problem

L&F (KOSDAQ 066970) 2026 stock analysis: high-nickel NCM/NCMA cathode leadership, cylindrical-cell and Tesla-linked supply chain exposure, North American IRA localization, metal-price pass-through margins, customer concentration, and Chinese LFP competition.

L&F 066970 cathode materials

June 23, 2026

POSCO Holdings Stock Outlook 2026: Steel Cyclicality Meets a Lithium-to-Cathode Growth Story

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.

POSCO Holdings 005490 POSCO

May 18, 2026

Korea Zinc (010130) Stock Outlook 2026: World's Top Zinc Smelter, Battery Materials, and Ownership Dispute

Korea Zinc (010130) analysis: zinc smelting TC/RC economics, LME price dynamics, Troika Drive strategy (pCAM precursors, semiconductor materials, battery recycling), MBK Partners vs. Choi family ownership dispute, share buyback tender offer, and IRA FEOC positioning for 2026 investors.

010130 Korea Zinc zinc smelting

May 15, 2026

ALB Albemarle Stock Outlook 2026: Is the Lithium Cycle Bottoming or Still Dangerous?

ALB Albemarle stock analysis for 2026. Global lithium leader with Atacama brine and Greenbushes spodumene assets, EV battery demand cycle, lithium price recovery thesis, China supply competition, Chile political risk, and bull/base/bear scenarios for resource investors.

ALB Albemarle lithium