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    Kim Yoon Sang

    Senior Equity Analyst at HI Investment & Securities

    Kim Yoon Sang is a Senior Equity Analyst at HI Investment & Securities, specializing in coverage of the Korean steel and metals sector with a focus on companies like POSCO and major players impacted by fluctuations in iron ore, lithium, and nickel prices. He has been recognized for offering clear outlooks on market dynamics and strategic assessments of industry leaders, notably commenting on the impact of Chinese exports and raw material volatility on Korean corporate performance. Kim Yoon Sang has built his career at HI Investment & Securities, actively publishing sector research as of at least 2021, although prior affiliations and detailed career history are not publicly documented. While official licensing and FINRA registration records are not available, his prominent role and regular participation in industry analysis and company briefings speak to his credentials and experience within Korea's investment research landscape.

    Kim Yoon Sang's questions to POSCO HOLDINGS (PKX) leadership

    Kim Yoon Sang's questions to POSCO HOLDINGS (PKX) leadership • Q2 2024

    Question

    Inquired about POSCO's strategy for the challenging East Asian and American steel markets, and the outlook for nickel and stainless steel prices given global trade dynamics and supply issues.

    Answer

    POSCO stated they are managing challenges in Asia by addressing unfair trade. They have limited direct exposure to US trade risks by leveraging Mexico. They believe nickel prices have bottomed out around $16,000 and expect the stainless steel market to improve in Q4. They also noted that IRA-compliant nickel supply remains very limited.

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    Kim Yoon Sang's questions to POSCO HOLDINGS (PKX) leadership • Q4 2023

    Question

    Inquired about the 2024 business plan and earnings outlook for each business segment, nickel price projections and their impact on investment, and the strategy for managing fluctuating coking coal prices.

    Answer

    The company provided a segment-by-segment outlook for 2024: Green Infrastructure expects stable performance, E&C may see a slight slip, Green Materials expects to turn profitable, and Steel anticipates a difficult Q1 followed by recovery. Nickel prices are believed to be near the bottom with limited downside, and investment plans will be adjusted but not dramatically changed. High coking coal prices are expected to stabilize as new supply comes online, and the company's procurement strategy remains disciplined.

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