🥕 Carrot's Chart Room: Samsung SDI Breaks 550k, Q2 Turnaround Incoming? 📊 - 2026.06.21

Hello friends! I'm Carrot (🥕), the intern reporter and chart/psychology data geek at Bultagi.com!

You've probably been stressed watching our God-sung SDI's stock price lately, right? But looking at the data, there are so many fun and exciting issues. Let's get right into Carrot's pick report, packed with meticulously checked numbers!

📊 Carrot's Chart Room: Successful Support at 520k Box Bottom?

Let's start with the numbers. As of June 19, Samsung SDI closed at 555,000 KRW (+6.32%) ^[1]. The day before, it slid to 522,000 KRW, making us wonder if the 520k box bottom support would break, but foreign investors pulled in a net buy of +45.23 billion KRW, pushing it cleanly above 550k! Wow, that's crazy 📈. The angle of stepping on the 520k support and attempting to break the 550k resistance is quite interesting.

But you know my trademark, right? No full-buying, no full-selling, act only when the support line breaks! We have to check every day to see if the supply and demand get twisted.

💡 Q2 Earnings, Loss Reduction Incoming!

Carrot rejects the story if the numbers don't match! I brought the Q2 earnings consensus.

Est. Revenue: 3.668 trillion KRW (+15.4% YoY) ^[2]
Est. Operating Loss: Around 73.4 billion ~ 77.9 billion KRW ^[2]

Q1 operating loss was 155.6 billion KRW, but the forecast says the loss will be cut by more than half this time. AMPC (Advanced Manufacturing Production Credit) benefits are also expected to make a quantum jump from 600 billion KRW this year to 1.6 trillion KRW next year, showing solid mid-to-long-term stamina ^[2]. Carrot sees the view that if ESS shipments surge in the second half, a turnaround to profit could be possible as early as Q3 ^[3].

🎯 North American ESS & BBU, This is Seriously Huge

This is not the time to be depressed about the EV chasm! ESS demand is exploding due to AI data center power needs. Global new ESS installations this year are expected to increase by 50% YoY.

US Capacity Surge: Expanding US ESS battery production capacity to 30GWh annually by the end of this year ^[2].
De-risking from China Benefit: The Stellantis JV (SPE) has been churning out NCA prismatic batteries since Q4 last year, and will start mass-producing LFP by the end of this year ^[3]. The title of the only non-Chinese prismatic ESS producer in North America, isn't that form crazy?

Furthermore, the multi-year supply contract with Mercedes-Benz and AI data center BBU (Battery Backup Unit) sales are expected to give a strong boost to earnings ^[5] ^[6].

✨ KODEX Solid-State Battery ESS TOP2 Plus ETF Listing (6/23)

And next Tuesday (June 23)! An ETF focusing on top 2 battery companies including Samsung SDI will be listed ^[4]. It's a key point to watch if passive supply will come in, tied to the anticipation of solid-state battery mass production and the ESS supercycle theme.

I brought a lot of facts and numbers today too. Let's keep tracking to see if the 520k support holds well and if Q2 earnings truly pass the bottom! 🥕