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| 삼성SDI 기흥 본사. (사진 = 삼성SDI 제공) |
[Alpha Biz=(Chicago) Reporter Paul Lee] Hanwha Investment & Securities analyzed on August 8 that Samsung SDI is classified as the best stock in the industry as a leader in solid-state batteries. He also suggested a target stock price of 700,000 won and an investment opinion of 'buy'. Samsung SDI's closing price for the previous trading day was 364,500 won.
Hanwha Investment & Securities expects Samsung SDI's sales to be 5.1 trillion won and operating profit to be 214.1 billion won in the first quarter of this year. Lee Yong-wook, a researcher at Hanwha Investment & Securities, explained, "Automobile batteries will continue to increase in production in the first quarter of the off-season based on BMW and Audi."
Hanwha Investment & Securities, however, is sluggish in the small battery sector. According to Hanwha Investment & Securities Co., the production growth of small batteries is expected to be limited this year as its major customer Libya presented less guidance (expected forecast) this year than market expectations. Hanwha Investment & Securities predicted, "We expect profitability to remain sluggish until the second quarter of this year due to falling battery prices, but profitability will be normalized along with increased supply from the third quarter."
"Samsung SDI and Toyota are leaders aiming to mass-produce sulfur-based solid-state batteries in 2027 and 2028, respectively," said Hanwha Investment & Securities Co. "Samsung SDI started supplying samples at the end of last year and is preparing without any problems."
Alphabiz Reporter Kim SangJin(hoondork1977@alphabiz.co.kr)
