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SK IE Technology Co., Ltd. in 1 story

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Bear side

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Cheap Batteries Move Profits Downstream
361610.KS in “Cheap Batteries Move Profits Downstream”
FadingExposure: not rated yet
Cell oversupply is crushing battery prices and transferring value to storage developers, automakers and power-system integrators.
The battery-separator producer faces weak utilization, customer pricing pressure and intensifying Chinese competition as cell oversupply propagates upstream into battery materials.

Bear side

1 story

Cheap Batteries Move Profits Downstream
361610.KS in “Cheap Batteries Move Profits Downstream”
FadingExposure: not rated yet
Cell oversupply is crushing battery prices and transferring value to storage developers, automakers and power-system integrators.
The battery-separator producer faces weak utilization, customer pricing pressure and intensifying Chinese competition as cell oversupply propagates upstream into battery materials.