Mirae Asset Securities raised its target stock price from 175,000 won to 260,000 won, saying the second large-scale order cycle for L&F has begun.
Mirae Asset Securities analyzed, "LG Energy Solution-Tesla-oriented NCMA (Nickel, Cobalt, Manganese, Aluminum) orders are expected to be worth 5 trillion won.".
"Considering the size of orders and Tesla's expected sales during the first cycle in the past, the size of orders for LG Energy Solution and Tesla is expected to be around 5 trillion won from 2023 to 2024," Mirae Asset Securities said.
Mirae Asset Securities added, "From a mid- to long-term perspective, Tesla is expected to benefit the most from its own battery production.".
Reporter Lee Dong-hoon usinvestmentidea2020@gmail.com
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