Posco Future M May Post Strong 3Q Cathode Shipments -- Market Talk

Dow Jones
2025/09/29

0317 GMT - Posco Future M may post strong 3Q cathode shipments, Nomura analyst Cindy Park writes in a note. The South Korean battery-material supplier's cathode shipments may have nearly doubled on quarter for the July-September period partly from strong sales to battery makers and car-manufacturing clients, Park says. This comes amid the Trump administration's termination of a government subsidy in 3Q likely pushing forward demand for electric vehicles in the U.S. Profitability at the company's cathode business likely improved in 3Q thanks to a reversal of inventory valuation loss amid higher lithium prices and higher utilization rates of its precursor plant in South Korea, she adds. (kwanwoo.jun@wsj.com)

 

(END) Dow Jones Newswires

September 28, 2025 23:17 ET (03:17 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

應版權方要求,你需要登入查看該內容

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10