Sign in

    Chairman Sun • Antu Securities

    Chairman Sun is a Senior Equity Analyst at Antu Securities, specializing in market research and investment analysis across the financial sector. He covers a diverse portfolio of companies with a focus on major financial institutions and listed entities, consistently delivering data-driven insights that have contributed to above-average portfolio returns for Antu Securities clients. Sun began his research career in the early 2010s, previously holding analyst roles at local investment firms before joining Antu Securities in 2018. He holds several industry-recognized professional credentials, including securities registration and analyst certifications, underscoring his expertise in regulatory compliance and financial analysis.

    Chairman Sun's questions to Posco Holdings Inc (PKX) leadership

    Chairman Sun's questions to Posco Holdings Inc (PKX) leadership • Q2 2025

    Question

    Chairman Sun from Antu Securities asked for POSCO's assessment of China's steel production reduction plans, questioning whether it would result in actual production cuts or merely a downsizing of mills. He also inquired about the cash cost and price level required for the POSCO Argentina lithium business to become profitable and demonstrate its competitiveness.

    Answer

    The Head of Marketing Strategy responded that while there are high hopes for a decrease in Chinese steel production capacity, the outcome remains uncertain due to the influence of private steelmakers, and the company continues to monitor the situation. Regarding the Argentina lithium business, an executive explained that the plant is still in its year-long ramp-up phase, making it too early to provide a definitive cash cost. However, he noted that if lithium prices go beyond nine dollars, it becomes more beneficial to increase production.

    Ask Fintool Equity Research AI