SKC Could See Copper-Foil Business Turn Around in 2H -- Market Talk

Dow Jones08:55

0055 GMT - South Korean industrial-film maker SKC could see its unprofitable copper foil business turn around in 2H, Daiwa Capital's Henny Jung and Yoonki Bae say in a note. Costs related to a lawsuit with its key competitor led to a larger-than-expected operating loss in 1Q despite rising shipments, the analysts say. Its copper-foil business could return to profit in 2H, supported by the ramp-up in factory utilization at its new Malaysia plant, they add. Daiwa points to SKC's 24% on quarter increase in 1Q copper-foil shipments, driven by its largest customer's increased U.S. energy storage system production, and SKC management's expectation for a 40% jump in 2Q shipments.(kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

April 27, 2026 20:55 ET (00:55 GMT)

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Costs related to a lawsuit with its key competitor led to a larger-than-expected operating loss in 1Q despite rising shipments, the analysts say. Its copper-foil business could return to profit in 2H, supported by the ramp-up in factory utilization at its new Malaysia plant, they add. Daiwa points to SKC's 24% on quarter increase in 1Q copper-foil shipments, driven by its largest customer's increased U.S. energy storage system production, and SKC management's expectation for a 40% jump in 2Q shipments.(kwanwoo.jun@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 27, 2026 20:55 ET (00:55 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2630344939","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2630344939","pubTimestamp":1777337700,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0055 GMT - South Korean industrial-film maker SKC could see its unprofitable copper foil business turn around in 2H, Daiwa Capital's Henny Jung and Yoonki Bae say in a note. 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