POSCO

POSCO Holdings Inc. engages in the production of steel products. It operates through the following divisions: Steel, Engineering & Construction and Trading. The Steel division produces cold rolled, hot rolled and stainless steel products, plates, wire rods and silicon steel sheets. The Engineering & Construction division engages in the planning, designing and construction of industrial plants, civil engineering projects, commercial and residential buildings. The Trading division exports and imports steel products and raw materials. The company was founded by Tae-Joon Park on April 1, 1968 and is headquartered in Pohang, South Korea.

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q3 2024

Earnings data Q4 2024

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POSCO Holdings, Inc. engages in the production of steel products. It operates through the following business segments: Steel; Trading; Construction; Logistics and Others; Green Materials and Energy; and Others. The Steel segment focuses on the production and sale of steel products. The Trading segment consists primarily of the global trading activities, natural resources development activities and power generation activities. The Construction segment deals with planning, designing, and construction of industrial plants, civil engineering projects, and commercial and residential buildings, both in Korea and overseas. The Logistics and Others segment includes information technology and operational technology services, and integrated logistics services. The Green Materials and Energy segment manufactures and sells various energy-related and other industrial materials, including anode and cathode materials for rechargeable batteries. The Others segment explores diversification opportunities in promising business areas. The company was founded by Tae-Joon Park on April 1, 1968 and is headquartered in Pohang-si, South Korea.

POSCO Holdings Inc. (NYSE:PKX ) Q2 2023 Earnings Conference Call July 23, 2023 10:00 PM ET Company Participants Jeong Ki-Seop - President, Co-CEO, CSO Han Young-Ah - Head of Investor Relations Lee Kyung-seop - Chief of LiB Materials Business Kim Seung-Jun - Head of Finance Team Jeong Dae-Hyung - Head of Corporate Strategy Team Conference Call Participants Yi Hyun-soo - Yuanta Securities Kim Sang-hoon - HI Investment & Securities Lee Eu-gene - Eugene Investment & Securities Sean Jou - Marshall Wace Jeong Ki-Seop Good afternoon, everyone. I am Jeong Ki-Seop, CSO at POSCO Holdings.

POSCO Holdings Inc. (PKX) Q2 2023 Earnings Call Transcript

Posco's Q3 sales and earnings fell year over year -- but investors don't care. As steel earnings fall by more than half, investors are betting on Posco transforming itself into a battery company.

Why Posco Stock Surged 17% Today

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The 2 Stocks on Everyone's Minds Monday Morning

Posco (NYSE: PKX ) stock is on the rise Monday following the release of the metal manufacturing company's earnings report for the second quarter of 2023. That's despite the company reporting a net profit of 776 billion South Korean won during the quarter.

Why Is Posco (PKX) Stock Up 18% Today?

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POSCO Holdings' mid-term shareholder capital return outlook has become more favorable with the introduction of a minimum absolute dividend payment for the 2023-2025 period. There is the potential for the stock price of POSCO International, PKX's key listed subsidiary, to rise going forward with a step-up in investor relations activities. I continue to be bullish on POSCO Holdings, considering the company's new capital return plan and the potential increase in POSCO International's share price.

POSCO: Watch Shareholder Capital Return And Investor Relations Plans

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General Motors Co. GM, +2.17% and mobility battery maker Posco Future M said Friday they are planning to expand the electric vehicle battery supply chain in North America with a new complex that will produce Cathode Active Material, or CAM, a key battery material that accounts for about 40% of the cost of a battery cell. Currently, most CAM and pCAM, a specifically engineered combination of processed raw materials necessary to produce CAM, is made in Asia.

GM and mobility battery maker Posco Future M to invest more than $1 billion in complex that will make key battery material CAM

General Motors Co and POSCO Future M said on Friday the companies will expand their electric vehicle battery supply chain in North America with latest investment that is projected to exceed $1 billion.

GM, Posco Future to expand EV battery supply chain

POSCO Holdings Inc. (NYSE:PKX ) Q1 2023 Earnings Conference Call April 27, 2023 3:00 AM ET Company Participants Jeong Ki-Seop - President, Co-CEO, CSO Han Young-Ah - Head of Investor Relations Eom Gichen - Head of marketing strategy Kyungsub Lee - Chief of LiB Materials Business Kyung-Jin Chung - Executive Officer and Head of Finance Office Chon, Jung-Son - Head of Corporate Strategy Kyung-han Kim - Head of the International Trade Affairs Office Conference Call Participants Pat Canon - Hyundai Motor Securities Sung Hun Kim - Hai Investment Lee SangHun - Citi Group Jeong Ki-Seop Good afternoon, ladies and gentlemen, the 2023 Q1 Earnings Release Conference Call will now begin. POSCO Holdings will first present, which will be followed by a Q&A session with the participants.

POSCO Holdings Inc. (PKX) Q1 2023 Earnings Call Transcript

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Posco is South Korea's US $22B flagship steel producer borne from state fund economic revitalization plans in the late 60s. Since then, the company has undergone a period of transformation extending its reach into battery minerals and decarbonization.

POSCO: South Korean Steel Giant Undergoing Period Of Transformation

POSCO Holdings' steel business should witness a substantial increase in its 2023 operating earnings, thanks to price hikes, demand recovery, and the resumption of operations at its Pohang steel mill. PKX's key non-steel businesses such as POSCO Chemical, POSCO International, and its recycling business are also expected to perform well this year.

POSCO: Favorable 2023 Outlook

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.

Is POSCO (PKX) Stock Undervalued Right Now?

The first catalyst for PKX is the potential issuance of favorable financial guidance for Q1 2023 when the company reports Q4 2022 earnings in the following week. The second potential catalyst is the narrowing of the conglomerate discount assigned to POSCO Holdings' shares following the merger of its subsidiaries, POSCO Energy and POSCO International.

POSCO: 2 Key Catalysts To Watch

POSCO Holdings Inc. (NYSE:PKX ) Q3 2022 Earnings Conference Call October 24, 2022 3:00 AM ET Company Participants Han Young-Ah - Head of IR team, SVP Lee Kyung-Seop - Head of the LiB Materials Business Project Team Conference Call Participants Pat Canon - Hyundai Kim SungYung - Hai Investment Yi Jiang Wang - NHN Operator Ladies and gentlemen, now we will begin POSCO Holdings Earnings Release for Q3 of 2022. Today's conference call will begin with the earnings presentation of POSCO Holdings followed by a Q -- question-and-answer session.

POSCO Holdings Inc. (PKX) Q3 2022 Earnings Call Transcript

South Korea's POSCO Holdings on Monday forecast weak steel demand would persist into the first half of next year after a price slump and a production halt at its second-biggest plant led to a 71% fall in third-quarter operating profit.

S.Korea's POSCO Holdings sees steel demand remaining weak; Q3 profit tumbles

I am positive on POSCO's recent two corporate actions, namely the planned merger of two of its subsidiaries, and the cancellation of treasury shares. But my view of PKX's 2H 2022 outlook is negative, considering expectations of slower top line growth and a larger earnings drop for the company in 2H 2022.

POSCO: Spotlight On Corporate Actions And Business Outlook

POSCO Holdings Inc. (NYSE:PKX ) Q2 2022 Earnings Conference Call July 21, 2022 3:00 AM ET Company Participants Chon Jung-Son - Representative Director & Senior Executive Vice President, Head of Corporate Strategy & Finance Center Conference Call Participants Operator Ladies and gentlemen, we will now begin the POSCO Holdings Earnings Call for the Second Quarter of 2022. For today's conference call, you will first hear the earnings presentation from POSCO Holdings, and then we will move onto a Question-and-Answer Session with the participant's presence.

POSCO Holdings Inc. (PKX) Management on Q2 2022 Results - Earnings Call Transcript

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POSCO's core steel business faces headwinds in both the short-term and long-term. But PKX expects the non-steel businesses to account for half of the company's operating profit by 2030, with the new holding company structure expected to be a key driver.

POSCO: Focus On Both The Steel And Non-Steel Businesses

POSCO Holdings Inc. (NYSE:PKX ) Q1 2022 Earnings Conference Call April 25, 2022 1:00 AM ET Company Participants Chon Jung-Son - Representative Director & Senior Executive Vice President, Head of Corporate Strategy & Finance Center Conference Call Participants Hyundai Motor - Investment Security Operator Ladies and gentlemen, we will now begin the Earnings Call for POSCO Holdings for the First Quarter of 2022. For today's conference call, you will begin with a presentation from the company side, followed by a Q&A session with the participant's presence.

POSCO Holdings Inc. (PKX) Management on Q1 2022 Results - Earnings Call Transcript

POSCO management is pursuing an ambitious growth plan that would see the steel operations shrink to around half of total company revenue while generating significant growth from batteries and hydrogen.

POSCO Looks Abnormally Cheap, Even Factoring In The Risks Of Empire-Building And Capacity Growth

South Korean steelmaker Posco said on Monday it will invest $4 billion in a new lithium mining project in Argentina, as the company seeks to tap into soaring demand for the key rechargeable battery metal.

South Korea's Posco to invest $4 billion in lithium project in Argentina

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SEOUL (Reuters) -South Korean steelmaker POSCO's operating profit more than tripled to a record 9.2 trillion won ($7.62 billion), boosted by strong demand and higher prices of the construction raw material.

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News for POSCO Stock (PKX)