"Samsung SDI Passes Battery Market Bottom"—Anticipation for New US ESS Orders; CJ CGV Expected to Return to Profit Next Year [Zootopia]
- Input
- 2025-11-26 11:00:00
- Updated
- 2025-11-26 11:00:00
[The Financial News] Here is a summary of major securities firms’ reports for the morning of November 26.
Samsung SDI is expected to secure new orders next year as it strengthens its competitiveness in the expanding US Energy Storage System (ESS) market. CJ CGV is projected to return to profit by 2026, driven by cost efficiencies from restructuring and growth in its premium theaters.
◆Samsung SDI— Kiwoom Securities / Analyst Junsu Kwon
- Target price: Not provided
- Investment opinion: Not mentioned
Kiwoom Securities noted that Samsung SDI has accumulated expertise in prismatic battery production, which is expected to help secure new ESS orders in the US market next year. Analyst Junsu Kwon explained that Samsung SDI is gradually expanding its battery production lines for ESS in the US. While he expects continued sluggish performance in the mid-to-large battery segment, he believes the current situation represents a market bottom and does not anticipate further deterioration.
◆CJ CGV— DS Investment & Securities / Analyst Jihye Jang
- Target price: 8,000 KRW
- Investment opinion: Buy
DS Investment & Securities assessed that CJ CGV is poised to grow as a distributor and producer of diverse content in the cinema business. Analyst Jihye Jang explained that CJ CGV has closed 12 low-profit locations in Korea this year, is pursuing operational efficiency in four countries including Vietnam, and is expanding its 4DPLEX business, all of which are expected to improve profitability. She forecasts that these changes will enable CJ CGV to return to profitability by 2026.※CJ 4DPlexCJ 4DPlex is CJ CGV’s content platform subsidiary that supplies special theater technologies—such as 4DX, which offers motion seats, wind, and scents, and ScreenX, which extends the screen to the side walls—to theaters worldwide. It is considered a core growth business for CGV, expanding beyond traditional cinema operations into the global premium theater market.
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sms@fnnews.com Seong Min-seo Reporter