SKC Glass Substrates, Samsung SDI All-Solid-State Batteries Draw Attention

In contrast, individual investors tend to bet on volatility by buying both call and put options.

This phenomenon is a natural supply and demand factor on futures and options expiry day, creating a '갇힌 장세' (trapped market) that limits the overall market flow.

As Brent crude prices exceeded $100, secondary battery-related stocks are showing a favorable trend. Currently, the secondary battery sector has entered a technical zone where it can rebound after hitting a low.

Rising oil prices lead to expectations of increased demand for electric vehicles, positively impacting the secondary battery industry.

After the physical product was unveiled at CES 2025, it is now entering the full-scale mass production stage.

Numerous global hyperscaler companies, including Intel, are undergoing client certification processes at the Georgia factory, which proves Absolix's technological competitiveness.

SKC invested 281 billion won in its subsidiary Absolix for the mass production of semiconductor packaging glass substrates. This investment is made in the form of a paid-in capital increase for Absolix's facility expansion.

Absolix is a company receiving US government subsidies, and SKC's investment serves as a positive signal for securing SKC's long-term growth engine and benefiting from it.

Glass substrates are next-generation materials that contrast with plastic substrates, which were mainly used in existing electronic products. Plastic substrates typically refer to the green boards seen when repairing electronic devices.

The success of glass substrates in the next-generation substrate market depends on price competitiveness and the possibility of large-scale mass production.

Glass substrates offer superior performance and stability compared to plastic substrates and are emerging as an essential technology for high-performance semiconductor packaging.

Major success in the ESS sector is significantly contributing to the improved performance of related stocks.

The ESS market is growing rapidly in conjunction with the expansion of renewable energy and is emerging as a new revenue source for the battery industry.

High oil prices are persisting, with West Texas Intermediate (WTI) and Brent crude prices entering triple digits. As oil prices exceed $100, the supply and demand for secondary battery-related stocks are expected to improve.

During periods of high oil prices, there is a tendency for increased demand for switching to electric vehicles, which positively impacts the secondary battery industry.

This appears to be a measure taken due to excessive leverage and concerns about oversupply by Chinese companies. Chinese entrepreneurs tend to have a strong pioneering spirit, leading to excessive investment.

This change in the Chinese government's policy could serve as an opportunity for domestic companies to gain indirect benefits within the global ESS market.

Robots used in industrial settings must be able to operate for at least 6 hours on a single charge, and stability is also essential.

To meet these requirements, all-solid-state batteries are gaining attention, and Samsung SDI is securing a technological advantage in the all-solid-state battery field.

NCM batteries are mainly used in high-end electric vehicles and offer a long driving range but pose stability concerns. LFP batteries are low-cost batteries that China focuses on.

All-solid-state batteries are a next-generation technology that combines the high driving range of NCM with the stability of LFP, offering the advantage of significantly increasing energy density per charge while maintaining stability.

Analysis of Samsung SDI's stock chart indicates that the stock price could surge with a sharp increase in trading volume. The current period appears to be an opportunity for investors to capture a breakout.

The suggested target price is 680,000 won, with a stop-loss price of 490,000 won. Attention should be paid to changes in trading volume when investing.