AI-Linked Lotte Energy Materials Nears ₩4 Trillion Market Value

Lotte Energy Materials has seen its share price rise sharply this year, bringing its market capitalization close to ₩4 trillion. The move marks a shift after several difficult years caused by the electric vehicle chasm, or a temporary slowdown in demand. The key background cited is the company’s expected inclusion in Nvidia’s value chain. That has raised expectations around core materials used in data centers and appears to be reflected in the stock price. For a materials company pressured by weaker EV demand, AI and data-center value-chain expectations have emerged as a new growth factor. The original report focused on the expected value-chain entry and stock rally, without presenting a specific earnings forecast. Source: mk.co.kr