Onion
June 16, 2026
🔥 Manager Onion's Chart Room: Foreigners' Massive Buying & Solid-State ETF Launch! 🚀 - 2026.06.16
Hello, fans! My 30 years in the market isn't for nothing~ I'm Manager Onion, the macro bull, greeting you with a burning passion today! 🔥
Aha, the market is alive! Today (16th), Samsung SDI's closing price took a slight breather, down 0.18% at 552,000 KRW, but foreigners net bought a whopping 20.17 billion KRW! Foreigners buying? If they come from a foreign country, they are foreigners, and if they buy, it's buying! Hahaha! 😆
📈 Data Centers Eyed by Foreigners & ETF Launch 🚀
This is it, this is exactly it! Foreign investors are staring intently at Samsung SDI right now. Why, you ask? Because the demand for data center batteries in the US is exploding [2]. With the reaffirmation of their competitiveness in supplying batteries for high-performance Mercedes-Benz EVs, expectations for an industry recovery are soaring high [8].
On top of that, a massive beast is being listed next week on the 23rd. It's the 'KODEX Solid-State Battery ESS TOP2 Plus' ETF! Our Samsung SDI, along with LG Energy Solution, will make up a hefty 50% of it [1]. It's a product that focuses on core companies in the next-gen battery and ESS value chain, so isn't the market just applauding this?! [9]
☕ Next-Gen Tech Defense and Salty New Batteries 🔥
They are also properly showing off their technological prowess. Recently at InterBattery 2026, they showed a strong will to defend their technology, stating they won't sit idle regarding prismatic battery patent infringement or technology theft [4]. They are also putting effort into internalizing BMS semiconductors through a battery system research center that integrates EVs and ESS [6].
And lately, US GM joining the 'salt battery (sodium-ion battery)' race is making noise, but our Samsung SDI is already conducting R&D and could announce mass production plans around 2027 [3]. A salt battery? Doesn't that mean we can expect some salty (profitable) momentum~ Haha, I'm not joking! 🧂 Based on their capabilities in next-gen cylindrical and solid-state batteries, even the possibility of entering the special-purpose battery market, such as defense, is being discussed [7]. The bell of opportunity is ringing!
Even amidst stagnant sales across the energy industry, their fundamental strength has been confirmed, with standalone sales growing by over 400 billion KRW YoY recently [5]. It's reassuring that the weekly investment strategy report also covers the robustness of the main body amidst the noise of the tail [10].
What did I tell you~ It's solid companies like this that react fastest to macro tailwinds! Onion believes that Samsung SDI's bullish scenario, equipped with the two wings of expanding power demand in the AI data center era and the commercialization of solid-state batteries, is clear.
Fans, let's watch the exciting market flow unfold together!
📰 Reference News (9)
Launch of 'KODEX Solid-State Battery ESS TOP2 Plus'
네이버뉴스 · 2026.06.16
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Foreign Investors Turn Their Eyes to Samsung SDI Amid Growing Hopes for Industry Recovery
네이버뉴스 · 2026.06.16
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"Busy Chasing LFP"... K-Battery Strategies Complicated as GM Enters 'Salt Battery' Race
네이버뉴스 · 2026.06.16
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K-Battery Steps Up Next-Gen Tech Defense: "Zero Tolerance for Patent Free-Riding"
네이버뉴스 · 2026.06.16
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[Data Newsroom] Energy Sector Q1 Sales Dip Slightly... Samsung SDI Up vs. KOGAS Down, What About KEPCO?
네이버뉴스 · 2026.06.16
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[Elec Star] Anabatic Semi Pushes to Localize Import-Reliant BMS Chips - THE ELEC
네이버뉴스 · 2026.06.16
📰 View originalDrone Warfare Boosts Defense Batteries... Can K-Batteries Enter the Market? - Global Economic
네이버뉴스 · 2026.06.15
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Foreign Investors Turn Their Eyes to Samsung SDI Amid Growing Hopes for Industry Recovery - Asia Today
아시아투데이 · 2026.06.16
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"K-Battery Bounces Back" with Next-Gen Tech Investments... Listing of 'KODEX Solid-State Battery ESS TOP2 Plus' - Herald Business
헤럴드경제 · 2026.06.16
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