[카테고리:] Steel & Materials

Market: KOSPI (005490) Brokerage : Shinhan Securities Analyst : Gwang-rae Park Investment Rating : BUY (Maintained) Target Price : 490,000 KRW (Lowered) Core Momentum : The first quarterly profitability of POSCO Argentina verifies actual earnings generation from the lithium business, while strong non-steel divisions support a structural earnings recovery and valuation re-rating. 📊 1. [Valuation…

Read More “[Research] POSCO Holdings (005490/PKX) – Shinhan Securities | Lithium Turnaround · Margin Spread Expansion · Portfolio Restructuring / 2026-08-03” »

Market: KOSPI (005490) Brokerage : Kiwoom Securities Analyst : Jong-hyung Lee Investment Rating : BUY (Maintain) Target Price : 520,000 KRW (Maintained) Core Momentum : The first quarterly operating profit from POSCO Argentina and upcoming completion of the Phase 2 lithium facility are expected to drive medium-term earnings recovery and highlight valuation appeal. 📊 1….

Read More “[Research] POSCO Holdings (005490/PKX) – Kiwoom Securities | First Lithium Profitability · Phase 2 Expansion · Valuation Appeal / 2026-07-31” »

Market: KOSPI (005490) Brokerage : iM Securities Analyst : Yoonsang Kim Investment Rating : Buy (Maintain) Target Price : 400,000 KRW (Lowered) Core Momentum : Despite macro and steel industry headwinds, strengthening subsidiary fundamentals including operational stabilization at POSCO Argentina and structural global lithium supply constraints are expected to support earnings recovery. 📊 1. [Valuation…

Read More “[Research] POSCO Holdings (005490/PKX) – iM Securities | Subsidiary Earnings Defense · Global Supply Bottlenecks · Valuation Downside Support / 2026-07-31” »

Market: KOSPI (005490) Brokerage : Hanwha Investment & Securities Analyst : Jiwoo Kwon Investment Rating : BUY (Maintained) Target Price : 550,000 KRW (Maintained) Core Momentum : Robust performance across infrastructure affiliates and solid downside defense in core steel, coupled with a turnaround to profitability in battery materials after 9 quarters, are projected to sustain…

Read More “[Research] POSCO Holdings (005490/PKX) – Hanwha Investment & Securities | Battery Materials Turnaround · Infrastructure Strength · Steel Downside Defense / 2026-07-31” »

Market: KOSPI (005490) Brokerage : Hana Securities Analyst : Sung-bong Park, Seung-gyu Kim (RA) Investment Rating : BUY (Maintained) Target Price : 740,000 KRW (Maintained) Core Momentum : Product spread expansion from steel ASP hikes, the entry into lithium profitability, and plans to optimize listed subsidiary stakes for strategic investments and share buyback/cancellation are expected…

Read More “[Research] POSCO Holdings (005490/PKX) – Hana Securities | Steel Spread Expansion · Lithium Normalization · Equity Monetization / 2026-07-31” »

Market: KOSPI (005490) Brokerage : Mirae Asset Securities Analyst : Kiryong Kim Investment Rating : BUY (Maintained) Target Price : 470,000 KRW (Lowered) Core Momentum : Driven by earnings improvement across steel and battery materials, the valuation discount is expected to ease supported by mid-to-long term overseas capacity expansion, equity optimization, and shareholder return roadmaps…

Read More “[Research] POSCO Holdings (005490/PKX) – Mirae Asset Securities | Earnings Turnaround · Overseas Capacity Expansion · Shareholder Return Vision / 2026-07-13” »

Market: KOSPI (005490) Brokerage : Hanwha Investment & Securities Analyst : Jiwoo Kwon Investment Rating : Buy (Maintained) Target Price : 550,000 KRW (Maintained) Core Momentum : Despite short-term 2Q cost pressures, structural earnings recovery is projected to continue supported by 3Q steel roll-margin expansion, 2H Argentina lithium ramp-up, and formalized shareholder return and stake…

Read More “[Research] POSCO Holdings (005490/PKX) – Hanwha Investment & Securities | Earnings Recovery Path · Argentina Ramp-up · Shareholder Return Policy / 2026-07-07” »

Market: KOSPI (005490) Brokerage : Hana Securities Analyst : Sung-bong Park, Seung-gyu Kim (RA) Investment Rating : BUY (Maintained) Target Price : 740,000 KRW (Maintained) Core Momentum : Substantial spread expansion in 3Q driven by domestic flat steel price hikes and the medium-to-long term lithium expansion roadmap unveiled at CEO Investor Day are expected to…

Read More “[Research] POSCO Holdings (005490/PKX) – Hana Securities | Flat Steel Price Hikes · 3Q Spread Expansion · Long-Term Lithium Value / 2026-07-06” »

Market: KOSPI (005490) Brokerage : Kiwoom Securities Analyst : Jong-hyung Lee Investment Rating : BUY (Maintained) Target Price : 640,000 KRW (Raised) Core Momentum : With monthly profitability achieved at POSCO Argentina Phase 1 and the upcoming completion of Phase 2 in October, structural lithium turnaround combined with 2H steel spread recovery is projected to…

Read More “[Research] POSCO Holdings (005490/PKX) – Kiwoom Securities | Visible Lithium Turnaround · Phase 2 Expansion · Steel Margin Recovery / 2026-05-07” »

Market: KOSPI (005490) Brokerage : iM Securities Analyst : Yoonsang Kim Investment Rating : Buy (Maintain) Target Price : 540,000 KRW (Raised) Core Momentum : A structural turnaround in battery materials driven by global lithium supply bottlenecks and ramping utilization at the Argentine facility, alongside steel price hike implementations, is projected to support earnings momentum….

Read More “[Research] POSCO Holdings (005490/PKX) – iM Securities | Battery Materials Turnaround · Lithium Supply Bottlenecks · Steel Price Hikes / 2026-05-04” »