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LG Chem
CJ
cjimi
Community Contributor
LG Chem's future valuation is set to take off as fair value approaches 767351.04
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.
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₩344.88k
FV
11.0% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
0
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0
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10
users have followed this narrative
4 months ago
author updated this narrative
Hanwha Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
US Manufacturing And Renewables Will Redefine The Future
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.
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₩37.45k
FV
4.1% overvalued
intrinsic discount
9.50%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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4 days ago
author updated this narrative
LG Chem
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Advancements In Chemical Recycling And Bio-Materials Will Strengthen Competitive Edge
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.
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₩326.22k
FV
5.9% undervalued
intrinsic discount
9.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
4 days ago
author updated this narrative
POSCO Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Investments In Electronic Furnaces And Lithium Ventures Will Strengthen Future Prospects
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.
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₩375.13k
FV
11.4% undervalued
intrinsic discount
2.77%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
4 days ago
author updated this narrative
LG Chem
AN
AnalystLowTarget
Consensus Narrative from 27 Analysts
Global Supply Challenges Will Test Markets Yet Resilience Will Emerge
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.
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₩275.00k
FV
11.6% overvalued
intrinsic discount
-0.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
POSCO Holdings
AN
AnalystLowTarget
Consensus Narrative from 23 Analysts
Decarbonization Pressures And Chinese Overcapacity Will Squeeze Margins
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.
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₩237.23k
FV
40.2% overvalued
intrinsic discount
0.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
LG Chem
AN
AnalystHighTarget
Consensus Narrative from 27 Analysts
Tesla And GM Will Spark Global Demand For Battery Materials
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.
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₩416.45k
FV
26.3% undervalued
intrinsic discount
15.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
POSCO Holdings
AN
AnalystHighTarget
Consensus Narrative from 23 Analysts
EV Demand And Green Steel Will Revolutionize Markets
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.
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₩513.03k
FV
35.2% undervalued
intrinsic discount
10.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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4 days ago
author updated this narrative
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