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    Yoon-sang Kim

    Senior Equity Analyst at HI Investment & Securities

    Yoon-sang Kim is a Senior Equity Analyst at HI Investment & Securities, specializing in metals and steel sector research with a focus on leading companies such as POSCO and major players in the Asian steel industry. Kim has been recognized for his insightful market analysis and has contributed to conversations on the long-term strategies and pricing outlooks for critical commodities like steel, nickel, and copper, earning a reputation for his timely and data-driven calls. With a career at HI Investment & Securities spanning several years and a visible track record in market commentary since at least 2021, he brings deep sector expertise and valuable relationships within the industry. As a senior analyst, Kim is known for his rigorous approach to forecasting commodity trends and does not prominently list FINRA or international securities licensing, but his long-standing tenure and influence reflect substantial professional standing.

    Yoon-sang Kim's questions to POSCO HOLDINGS (PKX) leadership

    Yoon-sang Kim's questions to POSCO HOLDINGS (PKX) leadership • Q2 2024

    Question

    Yoon-sang Kim of HI Investment & Securities asked about POSCO's long-term strategy for the Asian steel market amid Chinese exports, its steel strategy for the Americas considering political changes, and the outlook for nickel and stainless steel prices.

    Answer

    Ki-Seop Jeong, Head of Marketing Strategy, stated that while Southeast Asia is challenging, POSCO is focused on managing unfair trade from China into Korea. He noted that the company's indirect sales model in the Americas minimizes direct risk from U.S. trade policy. He also projected that nickel prices have bottomed out and expects stainless steel prices to improve in Q4. An executive from Nickel Operations added that massive Indonesian supply will limit nickel price increases.

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