Iron Ore: Weak Steel Margins, CMRG Pressure and SLX Set Up a Tug-Of-War
CMRG is squeezing Australian iron ore miners, but without deeper Chinese steel production cuts or stronger stimulus, a sustained iron ore rebound...
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POSCO Holdings: Selling Remaining Stake in Nippon Steel in a Block Deal Sale
After the market close on 25 November, it was reported that POSCO Holdings is selling its remaining stake in Nippon Steel Corporation in a block...
599 Views
POSCO Holdings — From Steel Giant to Green Materials Powerhouse
POSCO transitions to sustainable materials and hydrogen tech, with potential for significant re-rating and limited downside risk by FY27.
709 Views
POSCO: Signs a Strategic Partnership with Cleveland-Cliffs
POSCO has signed a strategic partnership with Cleveland-Cliffs. POSCO is likely to invest more than 1 trillion won to purchase at least a 10% stake...
1.3k Views
NPS: Net Seller of Korean Stocks in the Past Month (What Is It Buying and Selling?)
NPS and local pension funds have started to net sell Korean stocks in the past month. This could accelerate in the coming weeks, which could...
168 Views