Materials South Korean Community

Conclusions and Investment Recommendations Final Verdict: A Promising Long-Term Investment with Risks ✅ LG Chem is an undervalued company with high growth potential. ✅ Strong growth drivers: EV battery business, petrochemicals, and advanced materials.

Key Takeaways U.S. manufacturing expansion and policy support position Hanwha Solutions to gain market share and improve margins as local content becomes more valuable. Integrated solar solutions and ESG trends create recurring, high-margin revenue streams and enhance access to funding, supporting long-term financial growth.

Key Takeaways Restructuring and focus on high-value products are expected to enhance cost efficiency and profitability, positively impacting net margins. Strategic investments in sustainability and key growth sectors like battery materials and drug development aim to boost revenue and secure future growth.

Key Takeaways Strategic investments in electronic furnaces and global steel markets promise improved revenues, operating efficiencies, and enhanced margins through increased capacity and optimization. Energy Materials business expansion in lithium assets and restructuring efforts are set to boost cash flow, financial performance, and future growth potential.

Key Takeaways Prolonged industry oversupply and uncertain market conditions are likely to constrain LG Chem's revenue growth and keep pressure on margins and earnings recovery. Expansion into sustainable technologies and specialty chemicals may enhance future competitiveness, but high investment needs and cautious market development could limit short-term gains.

Key Takeaways Reliance on traditional steel faces long-term decline, while new green ventures struggle with high risks, cost pressures, and uncertain earnings. Persistent overcapacity and local supply trends erode market share, keeping pressure on margins and threatening sustained profitability.

Key Takeaways Accelerated restructuring and divestment from commoditized segments could rapidly expand margins and boost earnings as market conditions improve. Leadership in next-gen materials and battery technology positions LG Chem for strong growth, supported by sustainability trends and operational excellence.

Key Takeaways Strategic divestment and reinvestment into high-return, greenfield projects could drive net margins and returns well above prevailing expectations. Pioneering green steel, digital automation, and regional partnerships position POSCO for sustained profit growth and industry-leading operational efficiency.