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    Kim Yoon Sung • I'm Securities

    Kim Yoon Sung is a Managing Director and Senior Analyst at I'm Securities, specializing in Korean equities with particular focus on major companies such as Samsung Electronics, SK Hynix, LG Chem, and Hyundai Motor. He is recognized for delivering insightful equity research and maintaining a strong track record, including a success rate exceeding 65% and above-average portfolio returns as reflected on platforms like TipRanks. Kim began his career in the early 2000s with earlier analyst roles at KB Securities and Mirae Asset, before joining I'm Securities in 2016. He holds advanced professional credentials including Korean securities licenses and is registered with key industry regulatory bodies, earning multiple recognitions for research excellence in domestic markets.

    Kim Yoon Sung's questions to Posco Holdings Inc (PKX) leadership

    Kim Yoon Sung's questions to Posco Holdings Inc (PKX) leadership • Q2 2025

    Question

    Kim Yoon Sung from I'm Securities asked about POSCO's sales strategy and market projections for the U.S. and Europe, given the 50% U.S. steel tariff. He questioned how the company plans to navigate the U.S. market, the potential impact of steel volume being diverted to Europe, the sales volume forecast for the second half, and the company's pricing policy for U.S. customers in light of anti-dumping tariffs.

    Answer

    The Marketing Strategy Office Chief explained that while the 50% U.S. tariff is expected to hold for now, POSCO's direct exposure is minimal at only 2% of total volume. The company's focus is on developing a sustainable price policy that keeps its U.S.-based user industries competitive, with a definitive plan to be set after final anti-dumping rulings. For the EU market, he acknowledged that diverted volume could suppress prices but believes the impact will be manageable due to quotas, allowing POSCO to remain competitive in other regions like Southeast Asia.

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