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    Mr. Li • QM Securities

    Mr. Li is a Vice President and Senior Equity Analyst at QM Securities, specializing in the coverage of Chinese consumer technology and internet companies such as Tencent, JD.com, Meituan, and Pinduoduo. Known for his detailed research and actionable insights, Mr. Li has achieved a success rate of 67% on TipRanks and delivered average annualized returns of 13% for his calls over the past three years. He joined QM Securities in 2021 after previous equity research roles at CITIC Securities and Guotai Junan, building a reputation for rigorous fundamental analysis. Mr. Li holds the Chartered Financial Analyst (CFA) designation and maintains active regulatory credentials including FINRA Series 86/87 licenses.

    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 QM Securities asked for POSCO's assessment of Nippon Steel's acquisition of U.S. Steel. He inquired about the potential long-term impact this major deal could have on POSCO and its own strategic projections.

    Answer

    The Steel Business Management Leader responded that the move into the U.S., the only high-growth advanced market, is a logical strategy for Japanese steelmakers facing limited domestic growth. However, he noted that the high cost and stringent conditions of the deal make its profitability uncertain. He affirmed that POSCO also views the U.S. as a high-growth market and is considering setting up its own local production plant, particularly to leverage its strength in automotive steel sheets, as part of its broader strategy to invest in high-growth markets like India and Indonesia.

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