[Click eStock] "OCI Holdings, Merit of Non-China Polysilicon"

On the 16th, LS Securities analyzed that OCI Holdings still has valuation potential due to the merit of non-China polysilicon.

Lee Ju-young, a researcher at LS Securities, stated in a report on the same day, “This year's performance is expected to increase by 25.6% and 23.3% year-on-year, with sales of 1.1 trillion KRW and operating profit of 122.7 billion KRW, respectively,” adding, “The main reason for the expected performance improvement is the recovery of OCIM's operating rate.”

In the first quarter of this year, solar installations in the United States reached a record high of 11.8 GW. On the other hand, major Chinese solar companies LONGi and Trina Solar announced the suspension of their Southeast Asia facilities in June.

He predicted, “It is understood that there is confusion in the solar industry due to the US government's AD/CVD measures, and this phenomenon will continue until the preliminary ruling is made,” adding, “The company's major polysilicon customers are also likely to continue placing orders conservatively until the preliminary ruling results are announced.”

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