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    Yi Hyun Soo

    Research Analyst at Yuanta Securities

    Hyun-soo Yi is an Analyst at Yuanta Securities Korea Co., Ltd., specializing in equity research with a focus on the Korean steel, non-ferrous, and shipbuilding sectors. He has actively covered major industrial names in South Korea, making sector calls and forecasts featured in regional investment outlooks, though detailed public metrics on performance ranking or returns are limited. Yi has spent his equity research career at Yuanta Securities, with his professional activity in company reports and sector reviews evident as of at least 2020, but no prior firms are listed publicly. While his coverage and analytical expertise are established, specific professional credentials and regulatory registrations such as securities licenses are not disclosed in available public records.

    Yi Hyun Soo's questions to POSCO HOLDINGS (PKX) leadership

    Yi Hyun Soo's questions to POSCO HOLDINGS (PKX) leadership • Q2 2025

    Question

    Yi Hyun Soo from Yuanta Securities noted that H1 steel sales volume was lower than expected and asked if a higher volume is anticipated in H2, especially with the Finex #3 plant restarting. He also questioned the Rechargeable Battery Materials (RBM) business, pointing out the absence of a recent 'Value Day,' significant deviations from last year's guidance, and asked for a projection on when the segment might turn a profit.

    Answer

    The marketing strategy lead confirmed that second-half sales volume is expected to be higher than the first half, partly due to the Finex #3 plant restarting in Q4, which will also improve energy cost efficiency. Regarding the RBM business, an executive acknowledged the guidance has changed due to market conditions and production adjustments. He projected that the nickel business would be profitable next year, but the overall RBM segment's operating profit timeline remains dependent on fluctuating lithium prices.

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