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Chinese Battery Giants Invest $90 Billion Overseas

Major Chinese battery companies have invested approximately $90 billion in overseas operations since 2023, expanding their penetration of the global market.

  • Chinese battery giants CATL, BYD, and Gotion invested $90 billion overseas since 2023.
  • BYD's battery capacity in EVs outside China rose 66.5% to 39.7GWh, market share increased to 11.0%.

Activist Align Targets SK Over 75% Undervaluation

With the activist fund Align Partners Capital Management (hereinafter referred to as Align) disclosing a 1.5% stake in SK Inc.

  • Align Partners Capital Management owns 1.50% stake in SK Inc.
  • Company undervalued due to double discount structure from corporate governance.
  • SK Inc. stock price surged over 15% after activist targeting.

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