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Yi Jae Young

Senior Equity Analyst at NH Investment & Securities

Yi Jae Young is a Senior Equity Analyst at NH Investment & Securities, specializing in comprehensive research within the South Korean equity market and covering major publicly traded companies including Samsung Electronics and Hyundai Motor. Known for his analytical rigor, he has delivered a success rate above sector averages and is ranked among the top-performing analysts on local investment research platforms, with an average annual return exceeding 12% for recommended stocks. Yi began his career in equity research in the late 2010s, previously working at a local asset management firm before joining NH Investment & Securities in 2021. He holds South Korean securities analyst credentials and is registered with the Financial Supervisory Service (FSS), reflecting his compliance with domestic regulatory standards.

Yi Jae Young's questions to POSCO HOLDINGS (PKX) leadership

Question · Q3 2025

Yi Jae Young requested an update on the ramp-up progress and full operation timelines for POSCO Lithium Solution and POSCO Argentina. He also asked for POSCO Holdings' perspective on recent news regarding a Swedish company's bankruptcy, specifically whether it is viewed as a positive or negative development for the company.

Answer

A representative (likely from Energy Materials Business Management) explained that POSCO Argentina's lithium brine plant, which went live in October last year, will complete its ramp-up by November this year and is undergoing customer qualification. POSCO Lithium Solution has one plant under commercial operation, and another with a different processing technique will complete its ramp-up by early next year for commercial production. Regarding the Swedish bankruptcy, a representative (likely from the steel or environment team) noted that Europe's green steel targets (2027-2030) for lithium hydroxide are facing delays of 1-2 years due to high energy prices and slow hydrogen infrastructure development, despite EU CapEx/OpEx support, indicating limited progress due to CO2 prices and infrastructure conditions.

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