Analysts have slightly raised their target price for Posco International to 68,375 KRW. They noted incremental improvements to revenue growth and profit margin expectations in their latest review.
What's in the News
- POSCO International signed a strategic partnership agreement with Glenfarne Alaska LNG, LLC to develop the Alaska LNG Project, the only federally authorized LNG export project on the U.S. Pacific Coast (Key Developments).
- The agreement includes steel supply, LNG offtake, and investment components for the Alaska LNG Project, pending board approvals from both parties (Key Developments).
- Initial terms cover POSCO supplying a significant portion of the steel required for an 807-mile pressurized natural gas pipeline connecting Alaska's North Slope to the export terminal in Southcentral Alaska (Key Developments).
- POSCO is set to secure a 20-year Heads of Agreement for 1 million tonnes per annum of LNG offtake. This marks the first such agreement for Alaska LNG (Key Developments).
- The Alaska LNG project will be constructed in two financially viable phases. Glenfarne is targeting a final investment decision by year-end (Key Developments).
Valuation Changes
- Consensus Analyst Price Target remains unchanged at ₩68,375.
- The discount rate has risen slightly, increasing from 9.51% to 9.54%.
- Revenue growth expectation has risen moderately, moving from 3.39% to 3.92%.
- Net profit margin has edged up marginally, from 2.28% to 2.29%.
- The future P/E ratio has fallen slightly, declining from 18.60x to 18.28x.
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