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    Park Kyung Ho • Hyundai Motor Securities

    Park Kyung Ho is an Equity Analyst at Hyundai Motor Securities specializing in coverage of South Korea's automotive and manufacturing sectors, including blue-chip firms such as Hyundai Motor Group and its affiliates. He is recognized for his detailed sector research and has contributed actionable insights guiding institutional investor decisions, though specific third-party performance metrics like TipRanks rankings or returns are currently unavailable. Park began his analyst career in the early 2000s and joined Hyundai Motor Securities in the mid-2010s, following prior experience at Goodmorning Shinhan Securities. His professional credentials include relevant Korean securities licenses and compliance qualifications aligning with industry standards.

    Park Kyung Ho's questions to Posco Holdings Inc (PKX) leadership

    Park Kyung Ho's questions to Posco Holdings Inc (PKX) leadership • Q2 2025

    Question

    Park Kyung Ho of Hyundai Motor Securities inquired about POSCO's second-half outlook for the steel market, considering potential production cuts in China and anti-dumping tariffs. He also asked about the status of price negotiations with automotive and shipbuilding clients, progress on the Indian joint venture, potential interest in Liberty Steel's Australian assets, and the company's view on the recent rebound in lithium prices.

    Answer

    The Head of the Marketing Office stated that potential Chinese production cuts would positively impact POSCO's profits in the second half. Regarding price negotiations, they expect a slight upward adjustment for shipbuilding steel but stable prices for automotive steel. A department head confirmed the Indian JV is on track for its 2031 target, and the company is positively reviewing the acquisition of Liberty Steel's Waiala assets for its mining and renewable energy potential. The Energy Head added that they expect lithium prices to continue a phased rebound, likely not falling below the $8 mark.

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