POSCO Secures KRW 1.1T LFP Cathode Supply Deal With SK On
POSCO expands its LFP cathode business with a KRW 1.1 trillion SK On deal, targeting rising demand and broader battery material growth.
POSCO Holdings: A Resource Conglomerate Still Priced Like A Distressed Steel Mill
POSCO Holdings is evolving into a diversified 'triple-core' resource company, with lithium, gas, and trading arms now contributing meaningfully to profits. PKX trades at a 78.6% discount to sector median P/B, with a forward P/E of 8.99x and EV/EBITDA of 5.75x, reflecting deep undervaluation. Asset recycling funds growth in lithium and international steel, while anti-dumping tariffs and localization strategies protect and expand core earnings.
POSCO Holdings: Positive On Corporate Realignment Moves And Promising Near-Term Outlook
POSCO Holdings (PKX) remains a Buy, following my assessment of its latest corporate developments and 2H2026 prospects. PKX is accelerating subsidiary stake reductions, targeting ₩3.5T in total proceeds for reinvestment and shareholder returns. I project that 2H2026 operating profit will rise at least 30% YoY matching that of 2Q26, supported by steel pricing tailwinds, and improving lithium business profitability.
Zacks Industry Outlook Grupo Cibest, POSCO, Griffon and GPGI
Grupo Cibest, POSCO, Griffon and GPGI have been highlighted in this Industry Outlook article.
POSCO Secures $700 Million Facility for Argentina Lithium Operations
POSCO Holdings secures $700M in financing to support its Argentine lithium operations, strengthen liquidity and advance its Sal de Oro project.
Posco (PKX) Upgraded to Strong Buy: Here's What You Should Know
Posco (PKX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
POSCO Enters LFP Cathode Market With Major Long-Term Supply Deal
PKX expands into LFP cathodes with a six-year, 190,000-ton supply deal, tapping rising ESS demand and its integrated raw-material supply chain.
POSCO Q2 Earnings Call Highlights
POSCO NYSE: PKX Holdings reported higher second-quarter earnings as profit improved across its steel, rechargeable battery materials and energy businesses, while its Argentina lithium operation posted its first quarterly operating profit.
POSCO Holdings: Encouraging Investor Event Takeaways
POSCO Holdings Inc. remains a 'Buy' based on my assessment of its Investor Day disclosures. At the recent investor event, it reiterated a turnaround of its Argentinian lithium business and consistent shareholder distributions, similar to its 1Q26 call remarks. Management aims to fully close the stock's NAV discount by FY2028, with portfolio reorganization and listed subsidiary stake reduction initiatives.
POSCO Targets Lithium, Energy to Transform Business Portfolio
PKX targets KRW 187T revenues by 2035 with a major lithium expansion, strategic minerals and energy push to reshape growth beyond steel.
POSCO Holdings' Unit Issues First-Ever Global Bond Worth $500M
PKX debuted in global bond markets with a $500M U.S. dollar offering that drew $2B in orders, highlighting strong investor demand despite market volatility.
Posco (PKX) Soars 6.7%: Is Further Upside Left in the Stock?
Posco (PKX) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
