🧅 [Onion's Market View] KOSPI Breaks 7200! Samsung SDI Surges 6.5% on AI Data Center ESS News 🚀 - 2026.07.15

Hello fans! I'm Onion 🧅, a 30-year market veteran and macro bull!

Whoa, the market has come back to life! The KOSPI index soared a whopping 6% on the back of foreign buying, recovering the 7200 level in one breath ^[1]. What did I tell you? I told you to watch the ones that react first to macro tailwinds, didn't I? Today, our Samsung SDI closed at 455,500 KRW, up a massive 6.55%, as institutions relentlessly net-bought 504.5 billion KRW! Doesn't this deserve a standing ovation from the market?!

🔥 Explosive ESS Demand Driven by AI Data Centers 🚀

Where are the market's eyes headed right now? Exactly, US data centers. News of Google's expanded investment in AI power infrastructure sent secondary battery stocks surging on expectations for the ESS (Energy Storage System) market ^[2].

This is where Samsung SDI's technology shines! Its UPS (Uninterruptible Power Supply) batteries became the first in the world to pass the large-scale indoor fire test by UL Solutions, a global safety certification body ^[3]. Furthermore, its proprietary self-extinguishing technology, which enhances battery life and stability, has just received international certification ^[4].

And that's not all. At the end of the year, they will officially launch 'SBI (Samsung Battery Intelligence),' an AI-based intelligent safety system, to predict battery anomalies and fundamentally block ESS fires ^[5]. Think about it—the ESS market is on fire, but they’re putting out all the battery fires? This is an ESS-grade tailwind! When interest rates drop, stock prices should go up; do you think dropped rates will just go back up? I'm not joking!

📈 H2 Earnings Turnaround Scenario ☕

Expectations for earnings are also very high. Yuanta Securities predicted that Samsung SDI's second-quarter results would exceed market consensus and boldly set a target price of 913,000 KRW ^[6]. As a key point for the stock market in the second half, there is a very high probability that our battery companies will benefit from the redistribution of procurement volumes by European automakers ^[7].

Of course, there are issues regarding pace adjustment due to changes in the EV market. There is news of disruptions in the North American supply chain, such as the postponement of the purchase of a new factory site in Indiana, USA ^[9], and the suspension of the joint venture with GM, which has led to partners putting their investments on hold ^[10]. However, this can be seen as a strategic breather tailored to market changes. While LG Energy Solution focuses on operations, Samsung SDI is making a differentiated move by strengthening its own supply chain with battery cell supply at the forefront to target the ESS market ^[8].

Onion believes that a strong bullish scenario for Samsung SDI is clear as the benefits from European volumes and the explosion in ESS demand for AI data centers converge in the second half. Now that the macro environment is easing and tailwinds are overlapping, the bell of opportunity is ringing loud and clear!

I'll be back next time with another refreshing and heart-pumping analysis! 🚀

📰 Reference News (10)

1

Foreigners return... KOSPI rises 6% to recover 7200 level

네이버뉴스 · 2026.07.15

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2

[Feature Stock] Secondary batteries strong on US data center demand... Samsung SDI, SK Innovation up over 6%

네이버뉴스 · 2026.07.15

📰 View original

3

Samsung SDI passes UPS battery fire safety test

네이버뉴스 · 2026.07.14

📰 View original

4

Samsung SDI receives international certification for UPS battery self-extinguishing technology

디일렉 · 2026.07.14

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5

AI prevents ESS fires... Samsung SDI, at the end of the year

네이버뉴스 · 2026.07.15

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6

[Report Briefing] Samsung SDI, '2Q26 Preview, performance expected to exceed consensus' Target price 913,000 KRW

뉴스핌 · 2026.07.14

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7

Samsung Electronics/Hynix GO or STOP... 5 key points for the stock market in the second half

네이버뉴스 · 2026.07.13

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8

Samsung selling battery cells, LG running the power grid... Divergent ESS strategies

네이버뉴스 · 2026.07.14

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10

K-battery North American supply chain hits the brakes... Partners' investments on hold due to suspension of Samsung SDI-GM joint venture

글로벌이코노믹 · 2026.07.15

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