[카테고리:] Steel & Materials

Market: KOSPI (005490) Brokerage : Mirae Asset Securities Analyst : Kiryong Kim Investment Rating : BUY (Maintained) Target Price : 620,000 KRW (Raised) Core Momentum : Synchronized earnings normalization across infrastructure and lithium subsidiaries, paired with proactive steel price hikes across product lines, is projected to drive structural annual profit growth and expand shareholder returns….

Read More “[Research] POSCO Holdings (005490/PKX) – Mirae Asset Securities | Subsidiary Earnings Turnaround · Steel ASP Defense · Shareholder Return Framework / 2026-05-04” »

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 : Expanding steel import regulations, domestic price hikes, a sharp turnaround at POSCO E&C, and visible profitability at the Argentine lithium facility in 2Q signal the entry into…

Read More “[Research] POSCO Holdings (005490/PKX) – Hana Securities | Key Subsidiary Turnaround · Lithium Profitability Outlook · Base Effects / 2026-05-04” »

Market: KOSPI (005490) Brokerage : Hanwha Investment & Securities Analyst : Jiwoo Kwon Investment Rating : Buy (Maintained) Target Price : 550,000 KRW (Raised) Core Momentum : Upward re-rating of battery materials driven by an ESS-led lithium price upcycle, combined with earnings normalization across key infrastructure and overseas subsidiaries, is expected to sustain total earnings…

Read More “[Research] POSCO Holdings (005490/PKX) – Hanwha Investment & Securities | Lithium Value Upgrade · Subsidiary Normalization · Progressive Steel Recovery / 2026-05-04” »

Market: KOSPI (005490) Brokerage : Shinhan Securities Analyst : Gwang-rae Park, Seunghun Han Investment Rating : BUY (Maintained) Target Price : 440,000 KRW (Maintained) Core Momentum : Strong earnings from infrastructure subsidiaries, combined with narrowing battery materials losses via rising lithium prices and higher utilization at the Argentine facility, are projected to drive a gradual…

Read More “[Research] POSCO Holdings (005490/PKX) – Shinhan Securities | Gradual Earnings Recovery · Infrastructure Outperformance · Lithium Normalization / 2026-04-07” »

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 : The turnaround to profitability across domestic subsidiaries including POSCO E&C, combined with proactive steel price hikes backed by import trade barriers and long-term lithium capacity expansion, is…

Read More “[Research] POSCO Holdings (005490/PKX) – Hana Securities | Domestic Subsidiary Turnaround · Steel Price Hikes · Long-Term Lithium Contributions / 2026-04-03” »

Market: KOSPI (005490) Brokerage : Hanwha Investment & Securities Analyst : Jiwoo Kwon Investment Rating : Buy (Maintained) Target Price : 490,000 KRW (Maintained) Core Momentum : Robust defense from infrastructure affiliates, alongside 2Q steel price hike implementations and 2H revenue recognition from the SK On lithium contract via higher utilization, is projected to sustain…

Read More “[Research] POSCO Holdings (005490/PKX) – Hanwha Investment & Securities | Infrastructure Defense · 2Q Steel Price Pass-Through · Ramping Lithium Utilization / 2026-03-26” »

Market: KOSPI (005490) Brokerage : Kiwoom Securities Analyst : Jong-hyung Lee Investment Rating : BUY (Maintain) Target Price : 460,000 KRW (Raised) Core Momentum : Favorable base effects from 4Q one-off charges and a sharp rebound in Chinese lithium prices driven by supply-side reforms are projected to enhance the visibility of a structural turnaround in…

Read More “[Research] POSCO Holdings (005490/PKX) – Kiwoom Securities | One-off Loss Base Effects · China Lithium Rebound · Battery Materials Turnaround / 2026-02-02” »

Market: KOSPI (005490) Brokerage : iM Securities Analyst : Yoonsang Kim, Doyeon Kong (RA) Investment Rating : Buy (Maintain) Target Price : 420,000 KRW (Raised) Core Momentum : With massive losses concluding from the Zhangjiagang sale and POSCO E&C provisioning, a visible earnings turnaround is projected from 1Q, reinforced by supply-side discipline in lithium and…

Read More “[Research] POSCO Holdings (005490/PKX) – iM Securities | Large Loss Concluded · Sharp 1Q Earnings Rebound · Battery Materials Valuation Re-rating / 2026-01-30” »

Market: KOSPI (005490) Brokerage : Shinhan Securities Analyst : Gwang-rae Park, Seunghun Han Investment Rating : BUY (Maintained) Target Price : 440,000 KRW (Raised) Core Momentum : Full-scale operation of the Argentina Lithium Plant 1 and rising lithium prices, along with the deconsolidation of China PZSS and potential treasury share cancellations, are expected to drive…

Read More “[Research] POSCO Holdings (005490/PKX) – Shinhan Securities | Lithium Full-Capacity Ramp · Loss-Making Asset Deconsolidation · Treasury Share Cancellation / 2026-01-30” »

Market: KOSPI (005490) Brokerage : Mirae Asset Securities Analyst : Kiryong Kim Investment Rating : BUY (Maintained) Target Price : 480,000 KRW (Raised) Core Momentum : Favorable base effects post 4Q one-off recognition, paired with steel price hike implementations, commercial ramp-ups in lithium assets, and localized overseas investments to mitigate tariff risks, are projected to…

Read More “[Research] POSCO Holdings (005490/PKX) – Mirae Asset Securities | One-off Loss Dissipation · Steel ASP Pass-Through · Battery Materials Turnaround / 2026-01-30” »