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[KOSPI Story] '36GWh Arizona Ramp-Up and 440GWh Backlog' LG Energy Solution (373220), Mass Production of 4680 Batteries and Global Client Diversification Scenarios
LG Energy Solution 373220 advances 46 series battery mass production with its 36GWh Arizona plant, expanding beyond a single EV maker to Mercedes Benz...
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[KOSPI Story] '784kL Super-Gap and $21.7B Backlog' Samsung Biologics (207940): Plant 5 Ramp-up and H2 Megadeal Scenarios
Samsung Biologics accelerates its Plant 5 ramp up, expanding total capacity to 784kL with a $21.7B order backlog. While macro factors and short term o...
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[KOSPI Story] '1.4 Trillion Won Romania Jackpot & 38 Trillion Won Backlog' Hanwha Aerospace (012450): K9 as a NATO Hub and the Quantum Jump Scenario
Hanwha Aerospace 012450 secures a 1.38T KRW deal for K9 howitzers in Romania, boosting its order backlog to ~38T KRW. Romania becomes the 6th NATO use...
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[KOSPI Story] '200 Trillion Won in Debt and Q3 Freeze': KEPCO (015760), Scenarios for Cost-Based Tariff Normalization Amid 34 Trillion Won in Accumulated Deficits
KEPCO kept Q3 2026 fuel cost adjustments at +5 KRW/kWh, freezing electricity rates. Despite record operating profit of 13.5T KRW in 2025, daily intere...
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[KOSPI Story] 'Out with Traditional Petrochemicals, In with Advanced Materials': LG Chem (051910) Accelerates NCC Restructuring and Targets Cathode Margin Turnaround
LG Chem 051910 is speeding up NCC restructuring to escape petrochemical oversupply while reshaping its advanced materials portfolio around cathodes. Q...
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[KOSPI Story] 'Traditional Steel Meets Future Lithium' POSCO Holdings (005490) Navigates Cycle Bottom and Embarks on Louisiana EAF Project
POSCO Holdings recorded a turnaround in Q2 2026 with 19.26T KRW in revenue and 819B KRW in operating profit, beating market expectations as it navigat...