54 IT stocks move to industrials…ETF sell-off of ₩320B in Samsung SDI and LG Electronics expected
Predicted impact: Medium
Index reclassification may trigger about ₩320B ETF selling, roughly 0.8% of Samsung SDI's market value.
006400 · KOSPI · ₩SDI · 삼성SDI
Predicted impact: Medium
Index reclassification may trigger about ₩320B ETF selling, roughly 0.8% of Samsung SDI's market value.
Predicted impact: Low
Index sector reclassification; administrative change with little direct price impact.
Predicted impact: Low
Market keyword roundup mentioning SK hynix shareholder returns, already discussed in recent items.
Predicted impact: Low
Strategy piece on US ESS; recent items already covered the orders, no new size given.
Predicted impact: Low
Contract size not given; similar US ESS supply orders already reported in the last 14 days.
Predicted impact: Medium
US ESS supply deals; order size not given in this item and similar wins were already reported.
Predicted impact: Medium
1GWh US ESS order is repeat news; earlier items already reported several US ESS orders.
Predicted impact: Low
Another US ESS order; supply deals of about 1-1.5GWh were already reported, size small versus revenue.
Predicted impact: Medium
Another ESS supply order in US; recent orders from same partner already reported, size not given.
Predicted impact: Medium
Additional 1 GWh ESS supply deal; size vs revenue is roughly low single-digit percent.
Predicted impact: Low
Stock-pick roundup noting small battery recovery; no new company event or figures
Predicted impact: Low
Summary of ESS orders already reported recently; 1.5GWh deal is small against 14tn won revenue.
Predicted impact: Medium
1 GWh ESS supply deal is a meaningful order, but its share of revenue is not given.
Predicted impact: Low
1GWh ESS supply to US AOP, follows 1.5GWh deal already reported; size unclear vs revenue
Predicted impact: Medium
1.5 GWh US ESS deal is meaningful but size vs revenue undisclosed; similar deals already reported this period.
Predicted impact: Medium
1.5GWh ESS supply deal; size vs revenue unknown, and similar orders already reported.
Predicted impact: Low
Several hundred billion won ESS deal, about 2-3% of revenue; similar US ESS deals already reported.
Predicted impact: Low
1.5GWh U.S. prismatic ESS supply, same deal already reported in the last 14 days.
Predicted impact: Low
1GWh ESS deal worth several hundred billion won, about 2-3% of revenue; already reported.
Predicted impact: Low
Also known as: Samsung SDI / 삼성SDI / 006400 / KRX:006400
Source: KRX statistical information