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    Hyun-soo Yi

    Research Analyst at Yuanta Securities

    Hyun-soo Yi is an Analyst at Yuanta Securities Korea Co., Ltd., specializing in equity research, with notable coverage of major Korean steel and industrial companies such as POSCO and Hyundai Steel. Known for insightful analysis on sector trends, Yi has contributed research that has informed market perspectives during critical industry movements, though specific success metrics and rankings are not publicly available. Yi's finance career has been centered at Yuanta Securities, where he has developed deep sector expertise, with prior positions and the exact starting year not detailed in public records. Formal credentials and securities licenses have not been disclosed, and there are no specific industry accolades on record.

    Hyun-soo Yi's questions to POSCO HOLDINGS (PKX) leadership

    Hyun-soo Yi's questions to POSCO HOLDINGS (PKX) leadership • Q2 2024

    Question

    Hyun-soo Yi of Yuanta Securities asked for clarification on POSCO's involvement in Hyundai Steel's antidumping complaint against China and sought details on the Chairman's mention of pursuing "new materials" as a future growth engine.

    Answer

    Henry Do, Head of International Trade Affairs, clarified that Hyundai Steel's antidumping complaint was an independent decision and POSCO will provide its opinion to the government separately. The Head of Business Strategy explained that "new materials" refers to exploring synergistic domains related to mobility and green energy, with a formal review planned for the second half of the year.

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    Hyun-soo Yi's questions to POSCO HOLDINGS (PKX) leadership • Q2 2024

    Question

    Asked for POSCO's position on Hyundai Steel's recent antidumping complaint against China and for clarification on the Chairman's comments about pursuing 'new materials' as a future growth engine.

    Answer

    POSCO clarified that Hyundai Steel's antidumping complaint was an independent decision and that POSCO will provide its own opinion to the government. The 'new materials' strategy involves exploring synergistic business domains related to their core steel and battery businesses, such as materials for mobility and green energy, with a formal review underway.

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    Hyun-soo Yi's questions to POSCO HOLDINGS (PKX) leadership • Q4 2023

    Question

    Asked about the company's strategy to address IRA and FEOC concerns in the battery materials business, its response to potential increases in steel imports from China, and its opinion on Nippon Steel's acquisition of U.S. Steel.

    Answer

    POSCO will use its domestic SNNC plant for IRA-compliant nickel and is working to localize graphite sourcing, while targeting non-IRA markets with its China JVs. The company is monitoring the steel import situation from China and is keeping all options open to protect the domestic industry. Regarding NSC's acquisition of U.S. Steel, POSCO notes its strategy differs, focusing on quality and diversification rather than scale, and will monitor the deal's progress and impact on the U.S. market.

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