🌟 Golden Pig’s Stock Journey: Betting on LG Energy Solution (373220) to Power EV Batteries! 🔋⚡️
Author: Golden Pig (April 24, 2025, 07:25)
1. LG Ensol’s Stock: What’s the Ride Like? (2020~2025) 🌊
LG Ensol’s stock soared with EVs but wobbled with the EV chasm. Here’s the 5-year story:
• 2020~2021: Skyrocketing! 🚀 ($145 → $364)
Why? Spun off from LG Chem, GM/Tesla deals, EV mania.
Context: Hit ₩500,000 ($364) in 2021, market cap $87B, KOSPI top 3. [Ref: Yahoo Finance]
• 2022: Downslide 😔 ($364 → $218)
Why? Fed rate hikes (4.5%), lithium price surge, KOSPI down 20%.
Context: Stock dropped 40%, market cap $51B. [Ref: Bloomberg]
• 2023~2024: Bounce Back! 🌈 ($218 → $291)
Why? U.S. IRA tax credits ($2.8B), Stellantis JV, ESS sales up 25%.
Context: 2024 stock ₩400,000 ($291), market cap $68B, 45% foreign ownership. [Ref: Investing.com]
• 2025 Q1 (April): Wobbly ($291 → $255)
Why? 2024 revenue ₩25.6T (-24.1%), profit ₩575.4B (-73.4%). Q1 revenue ₩6.3T (+2.2%), profit ₩374.7B (+138.2%!). IRA boost vs. chasm/tariffs (10-20%). [Ref: 뉴스와이어, Jan 24, 2025]
2. LG Ensol Financials: Key Numbers! 📊
2024 financials, simplified for newbies:
• Revenue: ₩25.6T ($19B, -24.1%) 😅
Breakdown: EV batteries 70% ($13.3B), ESS 20%, IT batteries 10%.
Takeaway: EV slowed, ESS shined! ✨
• Operating Profit: ₩575.4B (-73.4%)
Why? Stable lithium prices, IRA $2.8B, Q4 loss ₩225.5B.
Takeaway: Tough year, but IRA saved margins. 💪
• Net Income: ₩300B (-50%)
Takeaway: 95% debt ratio, $2.6B cash flow, 2025 revenue +5-10% goal. [Ref: FnGuide]
3. Why Does the Stock Swing? 🤔
LG Ensol’s stock moves with innovation and external waves:
• Internal Factors 💡
• Innovation: NCM cathodes, ceramic separators, all-solid-state pilot (2025).
• Financials: $2.6B cash flow, $3.7B R&D, 3,923 R&D staff.
• Strategy: 20% capex cut, Stellantis JV, 46-series battery launch. [Ref: 뉴스와이어]
• External Factors ⚠️
• Economy: Fed’s 4.75% rates, Trump tariffs. [Ref: Investing.com]
• Competition: CATL, BYD, Samsung SDI, SK On.
• Regulation: IRA (45~50GWh), EU carbon rules.
• Sentiment: X mixes IRA optimism with chasm fears. [Ref: X @LG_ensol]
4. Golden Pig’s Prediction: LG Ensol’s Future? 🌍
Predictions are tough, but data speaks! Invest at your own risk! 😊
• Short-Term (End of 2025)
Price: $233~$277 (avg $255).
Why? Q1 profit +138.2%, IRA tailwinds, chasm/tariffs shake things up. Q2 revenue $4.7B expected.
Risks: Chinese cheap batteries.
• Mid-to-Long-Term (2026~2028)
Price: $291~$364 (avg $328).
Why? 2028 revenue $48B target, ESS growth, all-solid-state launch, EV recovery (15% CAGR).
Risks: Regulations, rivals.
• Investment Tips 💸
• Long-Term: Trust IRA/tech? Buy dips! P/E 30 < 5-year avg (35).
• Short-Term: Watch X for earnings news.
• Everyone: Diversify, check July earnings! [Ref: Simply Wall St]
5. Golden Pig’s Final Word! 💬
LG Ensol is a battery powerhouse, but the EV chasm and China are hurdles. 😅 IRA and tech make it a long-term gem! What’s your take on LG Ensol? Share tips in the comments! Let’s grow with Golden Pig! 🌈
References:
• Yahoo Finance, Bloomberg, Investing.com, Simply Wall St
• 뉴스와이어, FnGuide, Hankyung, 디일렉
• X (@LG_ensol, @korea_growth)
