The Index
400 dossiers · 1 need attention
A research screener for every company we cover. Search a name or ticker, then sort and triage dossiers by coverage freshness, our conviction and trading relevance.
Electrification
A structurally sub-scale #6 battery maker whose survival now rests on a US-policy bet that just inverted — the Ford anchor is gone, EV demand cratered, and the entire growth pivot (ESS/LFP) is a margin-thin race into China's home turf; only the SK Group balance sheet keeps it solvent, and there is no tradeable security to express a view on.
Electrification· 006400.KS
A loss-making #9 EV-cell laggard re-rating on an ESS/data-center pivot the market is pricing as a turnaround — the call is whether US grid-storage demand and 2027 solid-state outrun Chinese LFP deflation before the balance sheet (rights issue + Display-stake sale) runs out of runway.