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    Eugene Lee

    Vice President and Equity Analyst at Eugene Securities

    Eugene Lee is a Vice President and Equity Analyst at Eugene Investment & Securities, specializing in coverage of high-profile South Korean technology and internet companies such as Samsung Electronics, SK Hynix, Kakao, and Naver. With a proven track record for insightful stock recommendations, Lee has maintained a strong performance ranking among regional analysts, including a success rate above 60% and positive average returns as measured by leading investment platforms. Lee began his analyst career in the mid-2010s and assumed his current position at Eugene Investment & Securities in 2018, having previously worked at other domestic financial institutions in research roles. He holds professional analyst certificates and is licensed under the Korea Financial Investment Association, reinforcing his reputation for in-depth sector expertise and credible market insights.

    Eugene Lee's questions to POSCO HOLDINGS (PKX) leadership

    Eugene Lee's questions to POSCO HOLDINGS (PKX) leadership • Q2 2024

    Question

    Eugene Lee from Eugene Securities questioned POSCO's response to the EV demand slowdown, its strategy for China's new energy regulations, potential risks related to nickel supply and a potential U.S.-Indonesia FTA, and its investment plans for iron ore and coking coal.

    Answer

    An executive explained that the EV slowdown is an opportunity to acquire assets, as new plants are based on firm orders. Regarding China, the focus is on preventing cheap steel imports into Korea. Another executive stated a U.S.-Indonesia FTA would have limited impact due to Chinese dominance in Indonesian nickel. Finally, management confirmed ongoing investment plans for high-grade iron ore and coking coal to support carbon neutrality goals, contingent on ESG alignment.

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    Eugene Lee's questions to POSCO HOLDINGS (PKX) leadership • Q2 2024

    Question

    Asked about the company's response to the EV demand slowdown, the impact of China's energy regulations on the steel industry, potential risks to the nickel business from a US-Indonesia FTA, and investment plans for iron ore and coking coal.

    Answer

    The company sees the EV slowdown as an opportunity to acquire assets cheaply. They are monitoring Chinese steel regulations but are more focused on import levels. A US-Indonesia FTA is seen as having limited impact on nickel supply as Chinese players dominate there. They are selectively seeking investments in high-grade coking coal aligned with ESG principles.

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    Eugene Lee's questions to POSCO HOLDINGS (PKX) leadership • Q4 2023

    Question

    Requested details on the Oman hydrogen project, plans for further retirement of treasury stocks, and an update on any potential anti-dumping actions against steel imports.

    Answer

    Details on the Oman hydrogen project are pending the completion of a feasibility study. The company confirmed that retiring treasury stock is an active part of its shareholder return policy, though no specific plans for the year were announced. Regarding anti-dumping, the company is examining the situation and keeping all options open but has not yet initiated a formal case.

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