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Consensus from 11 Korean brokerages compiled by Yonhap Infomax on the 13th puts POSCO Holdings' Q2 results at 18.06 trillion won in revenue, 709.6 billion won in operating profit, and 446.8 billion won in net income, marking a second consecutive quarter above the 700 billion won level after the late-2024 trough. The earnings floor supports the stock, but valuation views diverge on two channels: the pace of steel margin recovery and the timing of profit contribution from the lithium battery-materials segment. Watch Chinese steel prices and lithium spot prices as the key confirmation signals for a sustained re-rating.
As a Research signal, watch whether it changes price action, volatility, or flows around 005490, KOSPI.
Original Source: 연합인포맥스
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