#secondary battery

3개의 글

July 30, 2026

INNOX Advanced Materials (272290) Stock Outlook 2026: OLED Material Localization Moat vs the Downstream Cycle

INNOX Advanced Materials (272290) 2026 stock analysis: the OLED heat-dissipation and encapsulation materials localization moat, semiconductor packaging materials, secondary-battery films, foldable and automotive OLED growth, and the display and semiconductor cycle, customer concentration, and long qualification lead-time risks for foreign investors in Korean equities.

INNOX Advanced Materials 272290 OLED materials

July 24, 2026

Dongwha Enterprise (KOSDAQ 025900) Stock Outlook 2026: A Wood-Panel Cyclical With a Battery-Electrolyte Call Option

Dongwha Enterprise (KOSDAQ 025900) 2026 stock outlook. A deep qualitative look at Korea's No.1 MDF and particle-board maker, its construction-cycle exposure, the Dongwha Electrolyte battery growth arm, competition with Enchem, Soulbrain and Dongkuk, plus foreign-access and FX angles.

Dongwha Enterprise 025900 Korea Stocks

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