Update shared on 11 Nov 2025
Fair value Increased 5.42%Analysts have raised their price target for Posco International from ₩64,857 to ₩68,375. They cited updated model assumptions as the reason, despite a slight moderation in forecast revenue growth and profit margins.
What's in the News
- POSCO International and Glenfarne Alaska LNG, LLC have announced an agreement to advance a strategic partnership for developing the Alaska LNG Project, which is the only federally authorized LNG export project on the U.S. Pacific Coast (Client Announcements).
- The new partnership includes steel supply, LNG offtake, and investment in the Alaska LNG project. Initial terms specify that POSCO International will supply a significant portion of the steel needed for the 807-mile pipeline (Client Announcements).
- Centrus Energy, Korea Hydro & Nuclear Power, and POSCO International signed a Memorandum of Understanding to explore investment in expanding Centrus' uranium enrichment plant in Ohio. This initiative aims to deepen U.S.-Korea cooperation on civilian nuclear energy (Client Announcements).
- The agreements position POSCO International as a key partner in major U.S. energy infrastructure projects, including LNG export and nuclear fuel supply (Client Announcements).
Valuation Changes
- Consensus Analyst Price Target has risen from ₩64,857 to ₩68,375.
- The Discount Rate has increased slightly, moving from 9.45% to 9.51%.
- The Revenue Growth forecast has decreased modestly, from 3.60% to 3.39%.
- The Net Profit Margin estimate has edged down, going from 2.40% to 2.28%.
- The Future P/E Ratio has risen from 16.62x to 18.60x.
Disclaimer
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