POSCO Holdings Inc. (PKX) Q1 2025 Earnings Call Transcript
POSCO Holdings Inc. (NYSE:PKX ) Q1 2025 Earnings Conference Call April 24, 2025 2:00 AM ET Company Participants Kim Sung-Jin - Head of Finance & Investor Relations Hong Yoon-Sik - Head of Marketing Strategy Conference Call Participants Lee Hyun-soo - Yuanta Securities Kim Yoon Sang - iM Securities Park Hyun-Wook - Hyundai Motor Securities Annie Guo - TD Securities Operator Good afternoon. Thank you for joining us for the POSCO Holdings Earnings Call.
Posco's Profit Slumps as Trump Tariffs Take Effect
The South Korean steelmaker posted lower net profit for the first quarter, dented in part by tariffs on all steel and aluminum imports into the U.S.
POSCO Holdings: A Value Stock With Consistent Profitability
POSCO Holdings is undervalued, trading at less than half its tangible book value, despite consistent profitability and a strong balance sheet. The company maintains profitability during difficult steel markets through diversification, with significant potential in its battery materials business. POSCO believes it is past the worst of this steel down cycle, with expected earnings improvement in 2025 and potential growth from cost-cutting and new duties on Chinese steel.
POSCO Holdings Inc. (PKX) Q4 2024 Earnings Call Transcript
POSCO Holdings Inc. (NYSE:PKX ) Q4 2024 Earnings Conference Call February 3, 2025 1:00 AM ET Company Participants Kim Jun-Hyung - Head of Finance & IR Division Yoo Jinnyoung - Head of Finance Conference Call Participants Park Hyun-Wook - Hyundai Motor Company Kim Yoon Sang - iM Securities Lee Tae-Hwan - Daishin Securities Kim Jun-Hyung Good afternoon. Thank you for joining us at POSCO Holdings Earnings Call.
POSCO Attains Domestic Production of Steelmaking Electrode Rods
These rods by POSCO convert electrical energy into thermal energy, which improves production efficiency.
American Resources Corporation's ReElement Technologies and POSCO International Come Together to Develop a Sustainable Rare Earth Element and Magnet Supply Chain
Companies enter into a Memorandum of Understanding (MOU) to develop a commercial partnership for rare earth element refining, recycling and offtake ReElement will utilize its proprietary technology for rare-earth magnet recycling and ore purification to produce magnet-grade rare earth oxides to power POSCO's magnet manufacturing FISHERS, IN / ACCESSWIRE / November 21, 2024 / American Resources Corporation (NASDAQ:AREC) ("American Resources" or the "Company") announced today that its wholly owned subsidiary, ReElement Technologies Corporation ("ReElement"), a leading provider of high-performance refining capacity for rare earth and critical battery elements, has signed a Memorandum of Understanding (MOU) with POSCO International ("POSCO"). This collaboration will integrate ReElement's efficient magnet recycling and rare earth ore refining processes into POSCO's global rare earth magnet manufacturing network.
POSCO: Look Past Q3 Earnings Miss
POSCO Holdings' Q3 2024 bottom line fell short of expectations, but I think investors should focus on the stock's future prospects and valuation re-rating potential. The stock is currently trading at a mid-single-digit forward EV/EBITDA ratio and below 0.5 times P/B. The potential re-rating catalysts for PKX include a fourth-quarter earnings turnaround and the successful conclusion of its portfolio restructuring exercise by 2026.
POSCO Holdings Inc. (PKX) Q3 2024 Earnings Call Transcript
POSCO Holdings Inc. (PKX) Q3 2024 Earnings Call Transcript
Are Investors Undervaluing POSCO (PKX) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Fast-paced Momentum Stock Posco (PKX) Is Still Trading at a Bargain
If you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, Posco (PKX) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen.
POSCO Holdings Inc. (PKX) Q2 2024 Earnings Call Transcript
POSCO Holdings Inc. (NYSE:PKX ) Q2 2024 Earnings Conference Call July 25, 2024 2:00 AM ET Company Participants Ki-Seop Jeong - Chief Strategy Officer Conference Call Participants Park Hyun-Wook - Hyundai Motor Company Kim Yoon Sang - HI Investment Securities Eugene Lee - Eugene Securities Operator Good afternoon. Thank you for joining us for the POSCO Holdings Earnings Call for Q2 2024.
PKX vs. SID: Which Stock Should Value Investors Buy Now?
Investors interested in stocks from the Steel - Producers sector have probably already heard of Posco (PKX) and Siderurgica Nacional (SID). But which of these two stocks presents investors with the better value opportunity right now?
