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    Mr. Li • NH Investment & Securities

    Mr. Li is a Senior Analyst at NH Investment & Securities, specializing in equity research within the South Korean market. He has covered major companies such as Samsung Electronics, SK Hynix, Hyundai Motor, and LG Chem, providing detailed analysis that has contributed to outperforming sector benchmarks, with a reported success rate exceeding 65% and solid returns for institutional clients. Mr. Li began his analyst career in the early 2010s at a regional investment firm before joining NH Investment & Securities in 2016, where he has since built a reputation for rigorous research and deep industry insight. Holding certifications including the Korea Securities Investment Advisory license and FINRA registration, Mr. Li has received peer recognition for his work, including mentions in the Korean Analyst League and industry publications.

    Mr. Li's questions to Posco Holdings Inc (PKX) leadership

    Mr. Li's questions to Posco Holdings Inc (PKX) leadership • Q2 2025

    Question

    Mr. Li from NH Investment & Securities asked for the steel sales volume bound for Canada and Mexico. He also inquired about the PPLS battery materials plant, noting its low utilization rate and asking for a timeline for when both of its production plants would be fully operational and whether this would be sufficient to climb out of deficit.

    Answer

    The Marketing Strategy Chief stated that while specific numbers vary, POSCO sells about 1 million tons to Mexico annually, primarily to automotive-related processing centers, with very small volumes going to Canada. Regarding PPLS, an executive explained that Plant 1 is certified and Plant 2 is scheduled for certification by October. However, due to current low prices, the company has no intention of running the plants at full capacity to avoid generating further losses and will operate them flexibly based on order volume.

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