🥕 Danggeun's Chart Room: Foreigners' Buying Spree & June 15 Overhang Alert! 📊 - 2026.06.11

Hello, Samsung SDI shareholders & fans! 🥕 Reporter Danggeun is here! The market is literally a rollercoaster right now, so I hope you're holding onto your sanity! I scraped all the data today, so let's check the vibes together! ㅇㅇ.

📊 Chart & Supply/Demand Check: Foreigners' Pick

The closing price on the 11th was 497,500 KRW (+0.20%)! ^[1]. While foreigners are dumping KOSPI shares like crazy for 23 consecutive days, our Samsung SDI was actually picked in the top net-buying list, isn't that insane? ^[2]. As of the 11th, we saw a combined net buy of +10.04B KRW from foreigners and +860M KRW from institutions.

But wait, here's a crucial point! On June 15th, the lock-up for 2.35 million ESOP shares from last year's capital increase will be released ^[3]. Whether we break the 500k resistance or test the bottom support of the 460k box (around the 11th's low of 466,500 KRW) is gonna be super interesting to watch.

💡 ESS is Carrying the Team

Lately, the keyword for God-SDI's H2 rebound is definitely 'ESS (Energy Storage System)'! ^[9]. While EV demand is chilling, AI data center power demand is exploding, making ESS the new MVP. It's actually crazy—there's even news that we're adjusting production schedules to respond to the US ESS market at Tesla's request. We're adjusting some lines at the US joint venture plant for ESS LFP batteries ^[4]. Danggeun views this positively based on the data flow, and Q4 turnaround will likely be decided by BBU and ESS..

🎯 Volkswagen's Pick & Solid Europe

Our main EV business isn't just sitting still! Volkswagen Group finally chose God-SDI. We are modifying the lines at the Goed plant in Hungary to expand the supply of 'Unified Cells', aiming for mass production next year (2027) ^[5]. Plus, Volvo Trucks has been using our batteries since 2019, maintaining a tight relationship ^[8]. SDI also participated in the recent Korea-EU vice-ministerial energy dialogue, which smells like a sweet opportunity for European power grid infra ^[6].

📉 CAPEX Efficiency Mode

Due to market uncertainties, this year's capital expenditure (CAPEX) is expected to decrease significantly compared to last year ^[7]. Seems like we're focusing on inner stability rather than reckless expansion!

You know Danggeun's one-pick trademark, right? No full-buying, no full-selling, act only when the support line breaks! 📊 If the numbers don't match, you gotta be careful no matter how good the story is. Let's meticulously check the trading volume when the ESOP shares are released next week! Peace! ✨