POSCO Secures KRW 1.1T LFP Cathode Supply Deal With SK On
POSCO expands its LFP cathode business with a KRW 1.1 trillion SK On deal, targeting rising demand and broader battery material growth.
POSCO expands its LFP cathode business with a KRW 1.1 trillion SK On deal, targeting rising demand and broader battery material growth.
POSCO Holdings is evolving into a diversified 'triple-core' resource company, with lithium, gas, and trading arms now contributing meaningfully to profits. PKX trades at a 78.6% discount to sector median P/B, with a forward P/E of 8.99x and EV/EBITDA of 5.75x, reflecting deep undervaluation. Asset recycling funds growth in lithium and international steel, while anti-dumping tariffs and localization strategies protect and expand core earnings.
POSCO Holdings (PKX) remains a Buy, following my assessment of its latest corporate developments and 2H2026 prospects. PKX is accelerating subsidiary stake reductions, targeting ₩3.5T in total proceeds for reinvestment and shareholder returns. I project that 2H2026 operating profit will rise at least 30% YoY matching that of 2Q26, supported by steel pricing tailwinds, and improving lithium business profitability.
PKX is investing KRW 480 billion in a new Gwangyang plant to expand premium automotive steel capacity with AI, robotics and lower-carbon tech.
Grupo Cibest, POSCO, Griffon and GPGI have been highlighted in this Industry Outlook article.
The Zacks Diversified Operations industry benefits from solid momentum in the manufacturing sector and aerospace and defense markets. CIB, PKX, GFF and GPGI are some notable stocks in the industry.
Unlock your portfolio value by investing in high earnings yield stocks like Ternium, Halozyme, POSCO and Talos Energy.
Australia's Santos said on Tuesday it had signed a liquefied natural gas (LNG) supply agreement with POSCO Steel and a purchase agreement with Western LNG.
POSCO (NYSE: PKX - Get Free Report) and Lifezone Metals (NYSE: LZM - Get Free Report) are both materials companies, but which is the superior stock? We will compare the two businesses based on the strength of their analyst recommendations, institutional ownership, dividends, risk, valuation, profitability and earnings. Profitability This table compares POSCO and Lifezone Metals' net
$5.8 billion steel mill project marked with ceremonial event on September 4, followed by Community Day celebration two days later Sequential events demonstrate HPLS's commitment to manufacturing investment and community partnership Community Day featured live music, interactive activities, cultural exchanges bridging Louisiana and Korea DONALDSONVILLE, La., Sept. 9, 2026 /PRNewswire/ -- Just days after marking its $5.8 billion steel mill project launch with a ceremonial event on September 4, HYUNDAI-POSCO Louisiana Steel (HPLS) demonstrated its commitment to community partnership by hosting a celebration on September 6 that drew nearly 700 Donaldsonville residents.
POSCO Holdings secures $700M in financing to support its Argentine lithium operations, strengthen liquidity and advance its Sal de Oro project.
Posco (PKX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
AER, BLMN and PKX made it to the Zacks Rank #1 (Strong Buy) value stocks list on September 1, 2026.
PKX expands into LFP cathodes with a six-year, 190,000-ton supply deal, tapping rising ESS demand and its integrated raw-material supply chain.
On August 07, 2026, POSCO Holdings Inc (PKX) shares rose 3.0% to $57.77, marking an increase within a 52-week range of $44.99 to $92.40. This price movement sig
PKX, PARR, SBH, BIP and DINO stand out with attractive EV-to-EBITDA ratios and strong earnings outlook.
POSCO Holdings Inc. (PKX) Q2 2026 Earnings Call Transcript
POSCO NYSE: PKX Holdings reported higher second-quarter earnings as profit improved across its steel, rechargeable battery materials and energy businesses, while its Argentina lithium operation posted its first quarterly operating profit.
POSCO Holdings Inc. remains a 'Buy' based on my assessment of its Investor Day disclosures. At the recent investor event, it reiterated a turnaround of its Argentinian lithium business and consistent shareholder distributions, similar to its 1Q26 call remarks. Management aims to fully close the stock's NAV discount by FY2028, with portfolio reorganization and listed subsidiary stake reduction initiatives.
PKX targets KRW 187T revenues by 2035 with a major lithium expansion, strategic minerals and energy push to reshape growth beyond steel.