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.
POSCO Completes Korea's Largest EAF to Advance Green Steel
PKX completed South Korea's largest electric arc furnace, a key step in its low-carbon steel strategy and 2050 carbon-neutrality goal.
PKX Teams Up With Hyundai & Others to Develop Advanced EV Motor Steel
POSCO expands EV materials efforts with a 10-organization R&D project to develop high-efficiency electrical steel for drive motors.
PKX Expands Lithium Strategy With U.S. DLE Demo Plant Project
POSCO becomes the first Korean company to pursue commercial-scale DLE demonstration in the United States, targeting a 2027 demo plant and 2028 rollout.
POSCO and ReElement Launch Strategic U.S. Rare Earth Venture
PKX and ReElement are set to invest $200M in a U.S. rare earth plant, targeting EV, robotics and AI supply chains by 2028.
POSCO's Unit and Molten Advance Methane Graphite Anode Initiative
PKX partners with Molten to develop methane-based graphite anodes, aiming to cut costs and diversify battery material supply chains.
POSCO Holdings Unit Secures Silicon Anode Technology for EVs
PKX secures silicon anode mass-production tech, targeting next-gen EV batteries with faster charging and higher energy density.
POSCO Holdings Strengthens Lithium Supply Chain With Australia Deal
PKX secures stake in Australian lithium mine in a $765M deal, boosting long-term battery material supply and global lithium access.
POSCO Holdings: Strong Momentum Continues After Impressive Q1 Earnings Report (Technical Analysis)
POSCO Holdings Inc. is upgraded to 'Buy' following robust Q1 earnings and resilient performance amid geopolitical headwinds. PKX's Q1 net profit surged, driven by strong infrastructure and Rechargeable Battery Materials, with POSCO Argentina achieving its first monthly KRW profit. Long-term and intermediate technical indicators signal sustained bullish momentum, with potential resistance near $130 per share.
