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POSCO Holdings Inc. remains a 'Buy' based on my assessment of its Investor Day disclosures. At the recent investor event, it reiterated a turnaround of its Argentinian lithium business and consistent shareholder distributions, similar to its 1Q26 call remarks. Management aims to fully close the stock's NAV discount by FY2028, with portfolio reorganization and listed subsidiary stake reduction initiatives.

PKX targets KRW 187T revenues by 2035 with a major lithium expansion, strategic minerals and energy push to reshape growth beyond steel.

PKX debuted in global bond markets with a $500M U.S. dollar offering that drew $2B in orders, highlighting strong investor demand despite market volatility.

Posco (PKX) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

PKX completed South Korea's largest electric arc furnace, a key step in its low-carbon steel strategy and 2050 carbon-neutrality goal.