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373220KOSPI·May 04, 2026
Geopolitical tailwinds coincide with earnings inflection point
Mirae Asset Securities published a company analysis report on LG Energy Solution, Ltd. (373220) titled "Geopolitical tailwinds coincide with earnings inflection point".
Summary
Covers LG Energy Solution, Ltd. (373220).
Covered stock
More on 373220
Earnings beat finally in sightMirae Asset Securities · Sep 15, 2026EV batteries also entering a recovery phaseMirae Asset Securities · Jul 31, 2026122% YoY Surge in Jan-May Domestic EV Sales Is PositiveKB Securities · Jun 19, 2026Investment Points: (3) EV Normalization; (4) FCF Turning Positive from 2027EKB Securities · Jun 05, 20262026 ESS earnings estimates revised up furtherMirae Asset Securities · Mar 19, 20262026E Shipments to U.S.: ESS to Top EVKB Securities · Feb 26, 2026ESS-driven earnings improvement to beginMirae Asset Securities · Feb 03, 2026Conference Call: ESS Growth Faster Than ExpectedKB Securities · Jan 30, 2026Slowdown of U.S. Sales Looks Inevitable in 1H26KB Securities · Jan 12, 2026Down-cycle nearing an endMirae Asset Securities · Jan 05, 2026ESS revenue likely to exceed EV-related revenue in 2027Mirae Asset Securities · Oct 27, 20252026 ESS revenue forecast raised by 55%Mirae Asset Securities · Oct 15, 2025ESS OP margin likely to surpass 20% in 2026Mirae Asset Securities · Jul 29, 2025Solid 2H25 earnings outlookMirae Asset Securities · Jul 21, 2025Policy uncertainties persist, but key customers are holding up relatively wellMirae Asset Securities · May 08, 2025Top-tier players to continue to outperformMirae Asset Securities · Apr 09, 2025Strong customer base and product portfolio to stand out amid uncertaintyMirae Asset Securities · Mar 13, 20252H to be better than 1H; fundamentals and sentiment bottoming outMirae Asset Securities · Jan 10, 2025