POSCO Holdings' Battery Materials Pivot: Crossroads of Risk and Opportunity
Analyzing POSCO Holdings' strategy and investment attractiveness as it accelerates its business transition from steel to battery materials.
POSCO Holdings' Transformation
POSCO Holdings has declared a transition from a traditional steel company to a 'green materials company,' undertaking massive investments in battery materials.
Battery Materials Business Status
Lithium
Cathode Materials
Anode Materials
Steel Business Outlook
Traditional steel business faces continued headwinds from Chinese oversupply and demand slowdown.
Valuation
Current POSCO Holdings valuation receives mixed assessments:
Risks
Investment Opinion
While steel business headwinds create short-term drag, meaningful lithium revenue contribution and cathode expansion effects are expected from H2 2026. Current share price insufficiently reflects materials business value, making mid-to-long-term buying valid.
Rating: Buy (Target Price: β©380,000)
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π‘Methodology
This analysis is auto-generated by AI combining investment bank reports, earnings data, market data, and news sentiment. Not investment advice.
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