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    Lee Eun Young • DBS Securities

    Lee Eun Young is an Equity Research Analyst at DBS Vickers Securities (Singapore) Pte Ltd, specializing in coverage of metals and materials companies such as Freeport-McMoRan and MMG Ltd. She manages analysis on these firms, consistently publishing investment calls and valuation reports, with a success rate of 66.67% and a 1.81-star ranking on TipRanks. Joining DBS Vickers Securities in 2008, she has over 15 years of equity analysis experience; prior professional history is not publicly detailed. Lee holds industry credentials recognizing her specialization in financial research, though specific securities licenses or FINRA registrations are not disclosed in public records.

    Lee Eun Young's questions to Posco Holdings Inc (PKX) leadership

    Lee Eun Young's questions to Posco Holdings Inc (PKX) leadership • Q2 2025

    Question

    Lee Eun Young of DBS Securities inquired about the details of the POSCO Changjiegang Stainless Steel (PZSS) subsidiary sale, including the price, conditions, and its potential impact on operating profit. She also asked which specific steel products are currently operating at a deficit and requested an update on capacity expansion plans in Korea, specifically the commercialization timeline for the Gwangyang EAF and the status of the Kwang Yang #8 CGL plant.

    Answer

    An executive stated that negotiations for the PZSS sale are in the final stages and details cannot be disclosed yet, but the cash flow from the divestment should cover any incurred losses. The Head of Marketing Strategy confirmed that in Q2, nearly no steel products were operating at a deficit. Regarding capacity, another executive reported that the Gwangyang EAF project is 41% complete and on track for a 2026 start. However, a final decision on the Kwangyang #8 CGL plant has been delayed pending further market analysis.

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