[Click eStock] "OCI Holdings, Global Solar Peak... Buying Opportunity"

DS Investment & Securities analyzed on the 5th that the global solar power expansion is heading toward a peak this year, and OCI Holdings' non-China premium continues.

Yang Hyung-mo, a researcher at DS Investment & Securities, stated in a report on the same day, "We expect polysilicon installation demand to reach 608 gigawatts this year," and "Even with conservative estimates, it will be difficult for polysilicon prices to decline further, and additional expansion will be limited."

He added, "Considering the political situations between the US and China, the non-China premium is bound to continue."

Polysilicon operated normally in April and May, but sales last month are estimated to have been sluggish due to uncertainties such as the end of US tariffs on China.

However, he projected, "Assuming a conservative sales volume of 7,000 tons, operating profit of over 90 billion KRW is possible, and OCI, which is included in the consolidated financials, could achieve 30 billion KRW. Even if other items including DCRE are valued at zero, operating profit of 120 billion KRW is achievable."

He analyzed, "Global solar power expansion is expected to peak this year, and uncertainties are likely to be resolved in the second half, making it a good time to look for buying opportunities."

This content was produced with the assistance of AI translation services.