Samsung SDI's Shift to ESS Business Appears Strategically Sound -- Market Talk

Dow Jones

Oct 29

0533 GMT - Samsung SDI's shift to more of its energy-storage-system business appears "strategically sound" given the sluggish electric-vehicle battery demand, Nomura analyst Cindy Park writes in a note. Park is positive about the South Korean battery maker planning to raise its ESS production capacity from 20 gigawatt hours in late 2025 to 42GWh globally, including 30GWh in the U.S. by late 2026.She expects the ESS segment to account for 32% of the company's revenue and more than 80% of its operating profit for 2026-2027. Samsung SDI plans to convert 75% of its EV battery manufacturing lines at a plant in Indiana into ESS production lines, she notes. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

October 29, 2025 01:33 ET (05:33 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2579212947"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2579212947\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2579212947?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-10-29 13:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2579212947","market":"hk","top_or_hot":-1,"title":"Samsung SDI's Shift to ESS Business Appears Strategically Sound -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0533 GMT - <a href=\"https://laohu8.com/S/SSDIY\">Samsung SDI</a>'s shift to more of its energy-storage-system business appears \"strategically sound\" given the sluggish electric-vehicle battery demand, Nomura analyst Cindy Park writes in a note. Park is positive about the South Korean battery maker planning to raise its ESS production capacity from 20 gigawatt hours in late 2025 to 42GWh globally, including 30GWh in the U.S. by late 2026.She expects the ESS segment to account for 32% of the company's revenue and more than 80% of its operating profit for 2026-2027. Samsung SDI plans to convert 75% of its EV battery manufacturing lines at a plant in Indiana into ESS production lines, she notes. (kwanwoo.jun@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 29, 2025 01:33 ET (05:33 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Samsung SDI's Shift to ESS Business Appears Strategically Sound -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSamsung SDI's Shift to ESS Business Appears Strategically Sound -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-29 13:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0533 GMT - <a href=\"https://laohu8.com/S/SSDIY\">Samsung SDI</a>'s shift to more of its energy-storage-system business appears \"strategically sound\" given the sluggish electric-vehicle battery demand, Nomura analyst Cindy Park writes in a note. Park is positive about the South Korean battery maker planning to raise its ESS production capacity from 20 gigawatt hours in late 2025 to 42GWh globally, including 30GWh in the U.S. by late 2026.She expects the ESS segment to account for 32% of the company's revenue and more than 80% of its operating profit for 2026-2027. Samsung SDI plans to convert 75% of its EV battery manufacturing lines at a plant in Indiana into ESS production lines, she notes. (kwanwoo.jun@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 29, 2025 01:33 ET (05:33 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SSDIY","symbol_name":"Samsung SDI Co. Ltd.","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2579212947","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2579212947","pubTimestamp":1761715980,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0533 GMT - Samsung SDI's shift to more of its energy-storage-system business appears \"strategically sound\" given the sluggish electric-vehicle battery demand, Nomura analyst Cindy Park writes in a note. Park is positive about the South Korean battery maker planning to raise its ESS production capacity from 20 gigawatt hours in late 2025 to 42GWh globally, including 30GWh in the U.S. by late 2026.She expects the ESS segment to account for 32% of the company's revenue and more than 80% of its operating profit for 2026-2027. Samsung SDI plans to convert 75% of its EV battery manufacturing lines at a plant in Indiana into ESS production lines, she notes. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"SSDIY":"Samsung SDI Co. Ltd.","BK4215":"住宅房地产投资信托","ESS":"埃塞克斯信托","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4597":"股息贵族"},"translate_title":"三星SDI向ESS业务的转变在战略上似乎是合理的——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SSDIY":0.9,"ESS":1.5},"content_text":"0533 GMT - Samsung SDI's shift to more of its energy-storage-system business appears \"strategically sound\" given the sluggish electric-vehicle battery demand, Nomura analyst Cindy Park writes in a note. Park is positive about the South Korean battery maker planning to raise its ESS production capacity from 20 gigawatt hours in late 2025 to 42GWh globally, including 30GWh in the U.S. by late 2026.She expects the ESS segment to account for 32% of the company's revenue and more than 80% of its operating profit for 2026-2027. Samsung SDI plans to convert 75% of its EV battery manufacturing lines at a plant in Indiana into ESS production lines, she notes. (kwanwoo.jun@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 29, 2025 01:33 ET (05:33 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}