Posco Holdings Shares Likely to Have Re-Rating Opportunity -- Market Talk

Dow Jones

Nov 21

0646 GMT - Posco Holdings' shares are likely to have a re-rating opportunity, given the South Korean steelmaker's resilient domestic earnings supported by Seoul's antidumping duties on Chinese and Japanese steel, Nomura analyst Cindy Park writes in a note. Uncertain U.S.-China geopolitical relations are also expected to work in Posco's favor, strengthening its battery-materials business relative to its Chinese rivals, at a time when demand for energy-storage-system batteries is rising, Park says. She is positive about Posco's corporate restructuring efforts that have generated cumulative proceeds of KRW1.4 trillion since 2024. She expects Posco to announce a new shareholder return program in April 2026 that will likely increase dividend payouts. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

November 21, 2025 01:46 ET (06:46 GMT)

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Uncertain U.S.-China geopolitical relations are also expected to work in Posco's favor, strengthening its battery-materials business relative to its Chinese rivals, at a time when demand for energy-storage-system batteries is rising, Park says. She is positive about Posco's corporate restructuring efforts that have generated cumulative proceeds of KRW1.4 trillion since 2024. She expects Posco to announce a new shareholder return program in April 2026 that will likely increase dividend payouts. 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Uncertain U.S.-China geopolitical relations are also expected to work in Posco's favor, strengthening its battery-materials business relative to its Chinese rivals, at a time when demand for energy-storage-system batteries is rising, Park says. She is positive about Posco's corporate restructuring efforts that have generated cumulative proceeds of KRW1.4 trillion since 2024. She expects Posco to announce a new shareholder return program in April 2026 that will likely increase dividend payouts. (kwanwoo.jun@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 21, 2025 01:46 ET (06:46 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PKX","symbol_name":"浦项钢铁","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2585219498","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2585219498","pubTimestamp":1763707560,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0646 GMT - Posco Holdings' shares are likely to have a re-rating opportunity, given the South Korean steelmaker's resilient domestic earnings supported by Seoul's antidumping duties on Chinese and Japanese steel, Nomura analyst Cindy Park writes in a note. Uncertain U.S.-China geopolitical relations are also expected to work in Posco's favor, strengthening its battery-materials business relative to its Chinese rivals, at a time when demand for energy-storage-system batteries is rising, Park says. She is positive about Posco's corporate restructuring efforts that have generated cumulative proceeds of KRW1.4 trillion since 2024. She expects Posco to announce a new shareholder return program in April 2026 that will likely increase dividend payouts. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"PKX":"浦项钢铁"},"translate_title":"浦项制铁控股股票可能有重新评级机会——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PKX":1.5},"content_text":"0646 GMT - Posco Holdings' shares are likely to have a re-rating opportunity, given the South Korean steelmaker's resilient domestic earnings supported by Seoul's antidumping duties on Chinese and Japanese steel, Nomura analyst Cindy Park writes in a note. Uncertain U.S.-China geopolitical relations are also expected to work in Posco's favor, strengthening its battery-materials business relative to its Chinese rivals, at a time when demand for energy-storage-system batteries is rising, Park says. She is positive about Posco's corporate restructuring efforts that have generated cumulative proceeds of KRW1.4 trillion since 2024. She expects Posco to announce a new shareholder return program in April 2026 that will likely increase dividend payouts. (kwanwoo.jun@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 21, 2025 01:46 ET (06:46 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}