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051910.KRX
LG Chemicals
Materials · Commodity Chemicals

South Korean diversified chemical company producing petrochemicals, advanced materials, batteries for electric vehicles, and life sciences products.

HQ: South KoreaListed: South Korea

Historical AI Forecasts

Audit every published iPulse AI forecast batch and immutable historical research document for LG Chemicals.

Historical AI Forecasts

LG Chemicals (051910.KRX) AI FORECASTS & ADVISOR ANALYSIS

Read and compare the 12 individual AI Advisor deep-dive reports, including their forecast paths, ratings, price targets, and reasoning.

Updated on 28 November 2025Deep analysis 28 November 2025

PublisherRusslan Ramdowar
25 min readAudit All Past Forecasts

AI Advisor 1 AI

Independent Investor FrameworkAI Thinker

Model rating

Buy

5-Year Return Est.

+87.4%

Includes 0.58% annual net dividend contribution

1. Investment Thesis — Base Case

LG Chem successfully executes its portfolio transformation from a traditional petrochemical company to a top-tier global science company focused on battery materials, sustainability, and innovative drugs. While the petrochemical cycle recovers gradually, the primary valuation driver becomes the Advanced Materials division, specifically high-nickel cathodes, which sees steady volume growth supported by long-term OEM contracts. The Tennessee plant comes online, providing IRA compliance advantages. The persists but stabilizes as the value of the 'Three New Growth Engines' becomes tangible in earnings. The stock delivers consistent returns, outperforming the KOSPI index but tracking slightly below pure-play battery material peers due to conglomerate complexity.

Historical prices and published forecast

Historical prices and published forecastObserved prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in KRW.101.1K346.12K591.14K836.16K1.08MNov 2020May 2023Nov 2025May 2028Nov 2030Forecast starts
  • Observed price
  • Published advisor forecast
Observed prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in KRW.
View chart values
Historical prices and published forecast — published chart values
SeriesDateValue (KRW)
Observed price2020-11-24799,000
Observed price2020-12-02841,000
Observed price2020-12-14793,000
Observed price2020-12-22797,000
Observed price2021-01-15991,000
Observed price2021-01-27946,500
Observed price2021-02-04999,500
Observed price2021-02-16973,500
Observed price2021-03-04865,000
Observed price2021-03-16891,000
Observed price2021-03-24784,000
Observed price2021-04-21864,000
Observed price2021-04-29951,000
Observed price2021-05-23893,000
Observed price2021-05-27803,000
Observed price2021-06-16808,000
Observed price2021-07-02849,000
Observed price2021-07-06873,000
Observed price2021-07-26817,000
Observed price2021-08-19897,000
Observed price2021-08-27783,500
Observed price2021-09-16709,500
Observed price2021-09-24761,000
Observed price2021-10-06742,000
Observed price2021-10-14848,000
Observed price2021-10-30841,000
Observed price2021-11-11757,000
Observed price2021-12-09747,000
Observed price2021-12-17697,000
Observed price2021-12-29628,000
Observed price2022-01-14716,000
Observed price2022-01-18694,000
Observed price2022-01-26643,000
Observed price2022-02-15636,000
Observed price2022-03-11491,500
Observed price2022-03-15449,500
Observed price2022-04-04535,750
Observed price2022-04-24490,250
Observed price2022-05-06520,000
Observed price2022-05-18503,500
Observed price2022-06-03585,000
Observed price2022-06-07581,800
Observed price2022-07-01512,000
Observed price2022-07-05503,000
Observed price2022-07-29601,750
Observed price2022-08-02613,500
Observed price2022-08-10664,500
Observed price2022-09-15658,000
Observed price2022-09-23604,000
Observed price2022-10-01550,200
Observed price2022-10-09591,400
Observed price2022-10-25552,000
Observed price2022-11-14726,000
Observed price2022-11-30740,000
Observed price2022-12-12628,000
Observed price2023-01-05597,500
Observed price2023-01-13637,250
Observed price2023-01-17625,500
Observed price2023-01-29683,500
Observed price2023-02-26659,750
Observed price2023-03-06726,000
Observed price2023-03-30696,000
Observed price2023-04-07714,000
Observed price2023-04-11806,000
Observed price2023-05-05729,200
Observed price2023-05-09722,000
Observed price2023-05-13691,000
Observed price2023-06-10741,500
Observed price2023-06-30667,000
Observed price2023-07-24713,000
Observed price2023-07-28650,000
Observed price2023-08-01655,000
Observed price2023-08-25563,000
Observed price2023-09-06584,500
Observed price2023-09-22521,000
Observed price2023-10-12529,000
Observed price2023-10-20479,000
Observed price2023-10-24492,000
Observed price2023-11-01431,000
Observed price2023-11-25512,500
Observed price2023-12-07468,500
Observed price2023-12-19502,000
Observed price2024-01-12454,250
Observed price2024-01-24397,750
Observed price2024-02-09468,917
Observed price2024-02-17504,500
Observed price2024-03-08443,000
Observed price2024-03-12450,500
Observed price2024-04-05400,000
Observed price2024-04-25377,500
Observed price2024-05-03403,500
Observed price2024-05-07402,300
Observed price2024-05-31351,500
Observed price2024-06-08380,250
Observed price2024-06-28346,875
Observed price2024-07-10364,500
Observed price2024-07-26311,750
Observed price2024-08-07283,000
Observed price2024-08-23315,000
Observed price2024-08-31330,250
Observed price2024-09-08309,000
Observed price2024-10-06357,900
Observed price2024-10-18328,500
Observed price2024-10-26333,500
Observed price2024-11-15278,000
Observed price2024-11-27301,000
Observed price2024-12-09246,500
Observed price2024-12-21257,000
Observed price2025-01-10247,000
Observed price2025-01-18242,750
Observed price2025-02-03219,125
Observed price2025-02-11220,500
Observed price2025-02-23253,250
Observed price2025-03-27269,000
Observed price2025-04-04229,500
Observed price2025-04-08211,500
Observed price2025-04-12225,000
Observed price2025-05-06209,143
Observed price2025-05-26182,775
Observed price2025-06-03197,367
Observed price2025-06-27214,875
Observed price2025-07-01225,750
Observed price2025-07-25307,000
Observed price2025-07-29309,500
Observed price2025-08-18276,000
Observed price2025-09-03270,000
Observed price2025-09-15293,500
Observed price2025-10-09279,278
Observed price2025-10-17320,875
Observed price2025-10-21369,250
Observed price2025-11-14415,125
Observed price2025-11-18396,250
Observed price2025-11-22366,000
Observed price2025-12-16366,500
Observed price2026-01-09312,500
Observed price2026-01-25351,000
Observed price2026-02-02296,500
Observed price2026-02-10321,000
Observed price2026-02-26402,500
Observed price2026-03-14299,000
Observed price2026-03-30322,000
Observed price2026-04-07323,500
Observed price2026-05-01416,100
Observed price2026-05-05427,667
Observed price2026-05-21348,000
Observed price2026-06-02359,667
Observed price2026-06-26271,000
Observed price2026-06-30280,000
Observed price2026-07-20253,000
Observed price2026-07-28240,500
Observed price2026-08-09277,333
Observed price2026-08-25263,000
Observed price2026-09-10280,500
Observed price2026-09-16271,000
Observed price2026-09-18267,000
Published advisor forecast2025-11-27395,500
Published advisor forecast2026-05-28414,880
Published advisor forecast2026-11-28439,772
Published advisor forecast2027-05-28474,954
Published advisor forecast2027-11-28510,101
Published advisor forecast2028-05-28545,298
Published advisor forecast2028-11-28580,197
Published advisor forecast2029-05-28615,008
Published advisor forecast2029-11-28650,064
Published advisor forecast2030-05-28685,167
Published advisor forecast2030-11-28720,111

2. Scenarios & Signals

Bull case

A synchronized global economic recovery revitalizes the petrochemical sector, absorbing excess supply and restoring margins to historical averages. Concurrently, the EV market experiences a robust resurgence, driving demand for LG Chem's advanced cathode materials. The successful ramp-up of the Tennessee cathode plant cements LG Chem's position in the North American , fully benefiting from IRA tax credits. The Life Sciences division delivers a blockbuster drug approval following the integration of Aveo Oncology, diversifying revenue streams. The narrows significantly as the market rewards the successful pivot to high-growth sustainable materials, pushing valuations toward a parity.

Bear case

A prolonged global recession dampens demand for petrochemicals, keeping spreads at break-even or loss-making levels due to persistent Chinese overcapacity. The EV transition stalls due to infrastructure bottlenecks and subsidy removals, leading to severe in the battery materials segment as competition intensifies. LG Chem's heavy burden for capacity expansion strains its , necessitating dilutive financing or unfavorable asset sales. The '' on holding companies widens, with investors bypassing LG Chem in favor of pure-play competitors or its subsidiary LG Energy Solution, leaving the stock to languish at historical valuation lows.

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