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    Yujin

    Vice President and Analyst at Yujin Investment & Securities

    Yujin Kim is a Vice President and Analyst at Yuanta Securities, specializing in the analysis of South Korean technology and semiconductor companies with a focus on firms like Samsung Electronics and SK Hynix. Renowned for her detailed industry insights and strong track record in delivering actionable recommendations, she has achieved positive results for institutional investors, with a high level of accuracy in earnings forecasts and consistently strong feedback from clients. Yujin began her analyst career in the early 2010s, joining Yuanta Securities after gaining experience in financial research at smaller brokerages, and she is known for leveraging deep sector expertise to provide differentiated research. She holds a CFA charter and is registered with Korean financial authorities, underscoring her commitment to professionalism and accuracy in equity analysis.

    Yujin's questions to POSCO HOLDINGS (PKX) leadership

    Yujin's questions to POSCO HOLDINGS (PKX) leadership • Q2 2025

    Question

    An analyst from Yujin Investment & Securities asked for an update on the lithium certification progress with various customers and any confirmed battery material sales volumes. A second question concerned the POSCO E&C safety incident, asking when the financial damages would be accounted for and the potential size of the impact.

    Answer

    An executive reported that the PPLS Plant 1 in Hwangyang has completed certification with three customers and sales have begun, with Plant 2 certification underway. The Argentina plant has not yet reached the commercial-grade certification stage. The Finance lead addressed the E&C incident, explaining that the full financial impact will be assessed after the safety investigation completes, likely in Q3, with the financial effects expected to be reflected in the fourth quarter results after accounting for recovery costs and insurance coverage.

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