Samsung SDI’s target price of 950,000 won… Gen5 mass production positive for US subsidiary (Kiwoom Securities)
Samsung SDI’s target price of 950,000 won… Gen5 mass production positive for US subsidiary (Kiwoom Securities)
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  • 승인 2021.11.22 08:18
  • 최종수정 2021.11.22 00:00
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삼성SDI CI
삼성SDI CI

Kiwoom Securities offered Samsung SDI's target price of KRW 950,000 and its investment opinion of "buy.".

According to FN Guide on the 21st, Kiwoom Securities said in a recent report that Samsung SDI's mass production of Gen5, which is an employment and low cost, and its entry into the U.S. market are positive.

Samsung SDI decided to establish a U.S. joint venture with U.S. automaker Stellantis and laid the foundation for leading the U.S. market.

Circular batteries will actively expand and diversify EV customers. Display materials are responding to the opening of the QD-OLED market through new products such as QD Ink.

Kiwoom Securities estimated Samsung SDI's fourth-quarter operating profit at 419.3 billion won. This is 70% higher than the same period last year.

Although some sales disruptions continue, it is predicted that the company will lead the improvement of its performance by expanding its supply mainly to new Gen5 models.

ESS, which was mainly for power, is expected to increase sales of high value-added UPSs and household products. Circular batteries are expected to continue to show strong demand for power tools, M-mobility and EVs. Although sales of polarized films will decrease seasonally, OLED and semiconductor materials are expected to defend themselves.

Reporter Lee Dong-hoon usinvestmentidea2020@gmail.com


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