Detailed Screening Rules (Decree) For Div Separate Taxation Released: Near-Term Targets Screened
This post looks into the newly released enforcement decree: detailed dividend separate-tax criteria and near-term target basket screening.
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POSCO Holdings (005490 KS/Buy)Lower Expectations for 4Q25; Earnings Likely to Normalize in 2026
For 4Q25, we expect POSCO Holdings to post consolidated revenue of W17tr (-4.5% YoY) and operating profit of W342.1bn (+258.6% YoY), with the...
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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...
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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.
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