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Global Energy Shifts Will Drive Steel Expansion and Sustainability Partnerships

Published
07 Nov 24
Updated
28 Oct 25
AnalystConsensusTarget's Fair Value
₩400,375.00
18.5% undervalued intrinsic discount
28 Oct
₩326,500.00
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1Y
-4.0%
7D
6.2%

Author's Valuation

₩400.38k18.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on28 Oct 25
Fair value Increased 0.12%

Narrative Update: POSCO Holdings Price Target Adjustment Analysts have slightly increased their price target for POSCO Holdings from ₩399,913 to ₩400,375. This adjustment is due to small improvements in projected revenue growth, which offset modest reductions in profit margin expectations.

Shared on14 Oct 25
Fair value Decreased 1.13%

Analysts have lowered their price target for POSCO Holdings from ₩404,478 to ₩399,913. They cite modestly reduced revenue growth and profit margin expectations, along with a slightly higher discount rate in their updated assessment.

Shared on27 Aug 25
Fair value Increased 1.03%

Analysts have raised POSCO Holdings’ price target to ₩406,652, citing improved expectations for steel price support from China’s production cuts, anticipated anti-dumping measures, and a stronger earnings and margin recovery outlook. Analyst Commentary Increased optimism regarding China’s steel production cuts, which are expected to support regional steel prices.

Shared on04 Aug 25
Fair value Increased 6.72%

Analysts have raised POSCO Holdings' fair value target to ₩396,167, citing anticipated steel production cuts in China, improved competitive positioning, and a more constructive earnings outlook supporting sustained margin recovery. Analyst Commentary Anticipation of further steel production cuts in China, enhancing regional market dynamics.

Shared on01 May 25
Fair value Decreased 3.95%

Shared on23 Apr 25
Fair value Increased 4.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 2.64%

Shared on09 Apr 25
Fair value Increased 0.00001%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 8.34%

AnalystConsensusTarget has decreased revenue growth from 3.3% to 3.0%.

Shared on26 Mar 25
Fair value Increased 2.23%

AnalystConsensusTarget has decreased revenue growth from 3.8% to 3.3%.

Shared on19 Mar 25
Fair value Increased 4.57%

AnalystConsensusTarget has increased future PE multiple from 11.6x to 19.6x.

Shared on12 Mar 25
Fair value Decreased 8.07%

AnalystConsensusTarget has increased revenue growth from 3.1% to 3.4%, decreased future PE multiple from 17.3x to 12.8x and decreased shares outstanding growth rate from 0.1% to -0.0%.