statement
EcoPro BM's ternary cathode shipments fell 34% QoQ as Samsung SDI's European EV battery plant shipments remained weak.
A statement by 하나증권. Statements are as reported by the cited publishers — not verified by DecisionGateway.
삼성SDI의 유럽 EV 배터리 공장 출하 부진 지속되면서 에코프로비엠의 삼원계 양극재 출하 역시 QoQ -34% 감소했다.
Related claims
삼성SDI의 유럽 EV 배터리 공장 출하 부진이 지속되면서 에코프로비엠의 삼원계 양극재 출하가 QoQ -34% 감소했다.하나증권 · statement유럽 내 한국 배터리 출하 부진을 반영해 에코프로비엠의 연간 양극재 출하 전망치를 2026년 6만톤, 2027년 6.8만톤, 2028년 9.9만톤으로 하향 조정하고 목표주가를 112,000원으로 하향한다.하나증권 · commitment2028년에는 삼성SDI의 유럽 신규 프로젝트 진입 및 산업 가속화 법안 적용으로 에코프로비엠의 유럽 공장 출하량이 빠르게 증가할 가능성이 높다.하나증권 · predictionThe target price for EcoPro BM is lowered to 112,000 KRW, reflecting reduced cathode shipment forecasts (60,000 tons in 2026, 68,000 tons in 2027, 99,000 tons in 2028).하나증권 · commitmentEcoPro BM's Q3 2026 revenue was 557.9 billion KRW (YoY -11%, QoQ -3%) and operating profit was 12.0 billion KRW (YoY -76%, QoQ -33%), remaining in profit.하나증권 · statementThe investment opinion BUY is maintained because in 2028 Samsung SDI's entry into new European projects and application of industry acceleration legislation are likely to rapidly increase EcoPro BM's European plant shipments.하나증권 · statement
More claims by 하나증권
As the tenant is confirmed and orders continue, the upside for GS건설's share price is expected to open.predictionKorea can also be an opportunity, and there are sites where construction can begin immediately if leasing is confirmed; GS동해데이터센터 is such a place.statementDemand movement is expected to occur to countries equipped with sites, power, and capital.predictionWhile data center demand remains solid, supply delays in the US can be an opportunity outside the US.predictionThey also announced power grid cost burdens and reduction of tax benefits.statement
All claims by 하나증권