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.
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.
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.