SK Group’s semiconductor and battery businesses have sharply diverged: SK hynix is ramping up investment amid an AI-driven boom, while SK On is downsizing after dissolving its Ford JV as EV market growth slows.
#YonhapInfomax
#SKHynix #SKOn #SemiconductorInvestment #BatteryBusiness #AIBoom
#Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=95461
#BatteryBusiness
SK Innovation is set to return to profit in Q3, driven by a rebound in its petroleum business and improved refining margins, sending shares up over 34% this month.
#YonhapInfomax #SKInnovation #OperatingProfit #RefiningMargins #BatteryBusiness #SharePriceSurge #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=87304
SK Innovation reported a Q2 operating loss of 417.6 billion won, exceeding market expectations, as battery losses narrowed but oil and chemical segments weighed on results; revenue rose 2.7% year-on-year.
#YonhapInfomax #SKInnovation #OperatingLoss #BatteryBusiness #Q2Results #RevenueGrowth #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=74807
SK Innovation accelerates asset sales and restructuring to support SK On, betting heavily on battery business growth as it targets 10 trillion won EBITDA by 2030.
#YonhapInfomax #SKInnovation #SKOn #BatteryBusiness #EBITDA #AssetSales #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=72428
SK Group’s annual strategy meeting, led by Chairman Chey Tae-won, reviews progress on portfolio rebalancing, asset sales, and AI investment amid ongoing battery business challenges.
#YonhapInfomax #SKGroup #PortfolioRebalancing #BatteryBusiness #AIInvestment #AssetSales #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=67336
LG Group Chairman Koo Kwang-mo reaffirmed his commitment to the battery business during a visit to Indonesia, highlighting strategic partnerships and future growth plans amid global EV market challenges.
#YonhapInfomax #LGGroup #KooKwangMo #BatteryBusiness #HLIGreenPower #IndonesiaMarket #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=66610
BYD isn't just beating Tesla - it's humiliating them:
Some quick numbers:
BYD → $107B revenue, growing 27% YoY.
TSLA → $98B revenue, growing 1% YoY.
BYD sold 4M EVs in 2024 that is 2x of what Tesla sold.
Yet Tesla’s valued at $900B. and BYD just at $160B.
Either BYD 10x-es from here... Or Tesla gets cut in half. Or in fact even both.
Markets love narratives. But eventually…numbers win.
#BYD #Tesla #EVWars #MiddleClassMindset #WarrenBuffett #BYDvTesla #BatteryBusiness
BYD isn't just beating Tesla - it's humiliating them:
Some quick numbers:
BYD → $107B revenue, growing 27% YoY.
TSLA → $98B revenue, growing 1% YoY.
BYD sold 4M EVs in 2024 that is 2x of what Tesla sold.
Yet Tesla’s valued at $900B. and BYD just at $160B.
Either BYD 10x-es from here... Or Tesla gets cut in half. Or in fact even both.
Markets love narratives. But eventually…numbers win.
#BYD #Tesla #EVWars #MiddleClassMindset #WarrenBuffett #BYDvTesla #BatteryBusiness
BYD isn't just beating Tesla - it's humiliating them:
Some quick numbers:
BYD → $107B revenue, growing 27% YoY.
TSLA → $98B revenue, growing 1% YoY.
BYD sold 4M EVs in 2024 that is 2x of what Tesla sold.
Yet Tesla’s valued at $900B. and BYD just at $160B.
Either BYD 10x-es from here... Or Tesla gets cut in half. Or in fact even both.
Markets love narratives. But eventually…numbers win.
#BYD #Tesla #EVWars #MiddleClassMindset #WarrenBuffett #BYDvTesla #BatteryBusiness
BYD isn't just beating Tesla - it's humiliating them:
Some quick numbers:
BYD → $107B revenue, growing 27% YoY.
TSLA → $98B revenue, growing 1% YoY.
BYD sold 4M EVs in 2024 that is 2x of what Tesla sold.
Yet Tesla’s valued at $900B. and BYD just at $160B.
Either BYD 10x-es from here... Or Tesla gets cut in half. Or in fact even both.
Markets love narratives. But eventually…numbers win.
#BYD #Tesla #EVWars #MiddleClassMindset #WarrenBuffett #BYDvTesla #BatteryBusiness
BYD isn't just beating Tesla - it's humiliating them:
Some quick numbers:
BYD → $107B revenue, growing 27% YoY.
TSLA → $98B revenue, growing 1% YoY.
BYD sold 4M EVs in 2024 that is 2x of what Tesla sold.
Yet Tesla’s valued at $900B. and BYD just at $160B.
Either BYD 10x-es from here... Or Tesla gets cut in half. Or in fact even both.
Markets love narratives. But eventually…numbers win.
#BYD #Tesla #EVWars #MiddleClassMindset #WarrenBuffett #BYDvTesla #BatteryBusiness
Hankook & Company reports Q1 operating profit of 126.9 billion won, up 1.1% YoY, driven by strong battery business performance and AGM battery sales growth
#YonhapInfomax #HankookAndCompany #Q1Earnings #OperatingProfit #BatteryBusiness #AGMBatteries #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=62791
LG Group Chairman Koo Kwang-mo reaffirms commitment to battery business as core focus, despite industry challenges, emphasizing long-term growth strategy and technological innovation
#YonhapInfomax #LGGroup #BatteryBusiness #KooKwangMo #LGEnergySolution #ElectricVehicleMarket #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=56712
SK Innovation explores solutions for SK en:MOVE IPO dual listing concerns, maintains financial stability amid credit rating challenges, and anticipates positive developments in battery business
#YonhapInfomax #SKInnovation #IPO #CreditRating #BatteryBusiness #ShareholderReturns #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=56096
LG Group Chairman Koo Kwang-mo emphasizes strengthening compliance, exploring new growth engines, and focusing on battery business as a national core and group's key industry at LG Corp.'s shareholders' meeting.
#YonhapInfomax #LGGroup #KooKwangMo #BatteryBusiness #Compliance #NewGrowthEngines #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=55646
Hankook & Company Chairman Cho Hyun-bum announces plans to double US production capacity and accelerate North American market expansion in response to potential Trump tariffs.
#YonhapInfomax #HankookAndCompany #USProductionExpansion #TrumpTariffs #BatteryBusiness #NorthAmericanMarket #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=55625
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