🚨 Alpha Signal: POSCO Holdings Inc. (005490.KS) 📈 Price Surge 7.7%
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POSCO Holdings Inc. (005490.KS) +7.7% at 2026-05-04 09:31 JST from 2026-05-04 09:05 JST
| 🕒 Time (Local) | 🌐 English Summary | 📰 Original Headline (linked) |
|---|---|---|
| 2026-05-04 08:36 KST | Hana Securities issues a new report on POSCO Holdings, reiterating a Buy rating and setting a street‑high target price of ₩740,000 (about 60% upside vs the prior close), citing Q1 2026 revenue of ₩17.9tn and operating profit of ₩707bn that beat consensus, and arguing that steel margin recovery plus expanding lithium capacity and prices should drive a sustained earnings upcycle. (newspim.com) | [\[리포트 브리핑\]POSCO홀딩스, '본격적인 영업실적 개선 구간 돌입!' 목표가 740,000원 - 하나증권](https://www.newspim.com/news/view/20260504000110) |
| 2026-05-04 08:22 KST | Hanwha Investment & Securities raises its POSCO Holdings target price from ₩490,000 to ₩550,000 after Q1 2026 consolidated operating profit of about ₩707bn grew ~24–25% YoY and exceeded market forecasts by roughly 20%, highlighting improving results at infrastructure, overseas steel and battery‑material subsidiaries and projecting 2026 operating profit to rise about 70% YoY with the lithium business as a key re‑rating driver. (fnnews.com) | 한화증권 "POSCO홀딩스, 1분기 실적 기대치 상회…목표가↑" |
| 2026-05-03 10:37 KST | Korea Economic Daily reports that all 15 covering brokerages maintain Buy ratings on POSCO Holdings with target prices ranging from ₩420,000 to ₩740,000, describing Q1 2026 results (₩17.876tn revenue, ₩7,070bn operating profit, ₩5,430bn net profit) as an earnings surprise about 18.8% above consensus and signaling a clear exit from the prior earnings slump, driven mainly by lithium and infrastructure businesses. (hankyung.com) | [[포스코홀딩스 분석] 15개 증권사 모두 ‘매수’…3가지 변수는 유의](https://www.hankyung.com/article/202605032407i) |
| 2026-04-30 18:33 KST | Global Economic details POSCO Holdings’ Q1 2026 consolidated results—revenue ₩17.876tn, operating profit ₩7,070bn, net profit ₩5,430bn—with growth attributed to sharply reduced lithium losses and stronger affiliate performance, and notes that the company simultaneously announced a 2026–28 shareholder‑return policy targeting a 35–40% payout ratio alongside growth investments in an India steel JV and domestic decarbonization projects. (g-enews.com) | 포스코홀딩스, 1분기 영업이익 7070억…리튬 적자 축소·주주환원 확대 병행 |
| 2026-04-30 15:17 KST | Pressian highlights that POSCO Holdings’ Q1 2026 operating profit of ₩7,070bn and net profit of ₩5,430bn both rose strongly year‑on‑year despite macro uncertainty, led by a rebound in lithium and other battery‑material businesses, and that management introduced a midterm shareholder‑return framework targeting a 35–40% payout and additional buybacks, presented as balancing aggressive growth investment with enhanced shareholder returns. (pressian.com) | 포스코홀딩스, 1분기 영업이익 7070억 원…리튬 반등에 실적 개선 |
| 2026-04-30 14:18 KST | Steel & Metal News reports on POSCO Holdings’ official April 30 regulatory disclosure, showing Q1 2026 consolidated revenue of ₩17.88tn (up 2.5% YoY) and operating profit of ₩710bn (up 24.3% YoY), with net income and parent‑company profit swinging from a weak Q4 into solid profit, underscoring a marked recovery in profitability. (snmnews.com) | [[공시] 포스코홀딩스, 1분기 영업이익 증가…전분기 대비 흑자 전환](https://www.snmnews.com/news/articleView.html?idxno=568869) |
| 2026-04-30 KST | POSCO Holdings’ official newsroom press release announces Q1 2026 consolidated results—revenue ₩17.876tn, operating profit ₩7,070bn, net profit ₩5,430bn—driven by reduced lithium losses and improved performance at battery‑material and infrastructure affiliates, and introduces a new 2026–28 shareholder‑return policy targeting a 35–40% payout ratio with performance‑linked dividends and additional share buybacks, emphasizing long‑term earnings and shareholder‑value growth. (newsroom.posco.com) | 포스코홀딩스 2026년 1분기 실적 및 3개년 중기 주주환원정책 발표 |
| 2026-04-30 KST | A separate POSCO Group press release discloses that POSCO Holdings signed a roughly US$765m (about ₩1.1tn) investment agreement with Australia’s Mineral Resources to acquire a 30% stake in a lithium‑mining JV covering the Wodgina and Mt Marion mines, securing rights to 30% of the JV’s lithium concentrate output and strengthening its lithium supply chain and future battery‑material earnings potential. (newsroom.posco.com) | 포스코홀딩스, 호주 톱티어 리튬광산 지분 확보… 이차전지용 리튬 공급망 경쟁력 강화 |
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