🔥 Market Crash? Fundamentals Are Alive! Checking POSCO Holdings' Bull Scenario 📈 - 2026.06.08

Hello, everyone! This is Yangpa, the macro/bull market reporter for Bultagi.com!

I haven't been watching the market for 30 years for nothing. Today, the KOSPI crashed by 8%, and the market turned completely pale, right? Panic selling emerged due to the semiconductor shock combined with concerns over global raw material volatility ^[4]. Our POSCO Holdings also fell sharply today, recording a closing price of 357,000 won and a fluctuation rate of -8.46%. The top 1% super-expert investors also placed POSCO Holdings high on their net selling list during today's market crash ^[2].

But hey, hey~ Isn't Yangpa an aggressive investor who doesn't get shaken by these macro seizures? I'm the one who reacts fastest to macro tailwinds or easing and actively presents bull scenarios! Looking at the fundamentals, a strong bull scenario is clearly visible!

🔥 Fundamentals Are Solid! Earnings Improvement Scenario 📈

• Mirae Asset Securities released a very hefty report today. They maintained their target price right at 620,000 won ^[1].
• This year, in 2026, the consolidated operating profit is estimated to be 3.05 trillion won, a whopping 67% increase from the previous year ^[1]. Aha, the performance is alive! Isn't this something the market should applaud~!
• The analysis says that the main steel business will see improved margins due to price hikes, and the secondary battery sector will significantly reduce its deficit thanks to strong lithium prices and rising operation rates. It's a perfect fit! ^[1].
• Furthermore, it proudly took 1st place in the June steel company brand reputation survey ^[3]. If the reputation (pyeong-pan) is 1st, the stock floor is flat (pyeong-pyeong), so it won't fall further! This isn't a joke! Hahaha!

🚀 Beyond Steel, Becoming a Global Top-Tier Secondary Battery Company ☕

• It's a mistake to think of it as a company that just makes steel. You haven't forgotten the lithium cheat code mined from the Hombre Muerto salt lake in Argentina, have you? ^[5].
• On top of that, by securing the cost competitiveness of a non-China anode supply chain, it has perfectly transformed its constitution into a secondary battery materials company ^[5].
• Today, foreigners net-bought 9.28 billion won! Foreigners bought? If they come from a foreign country, they are foreigners, and if it's a buy, it's a buy! The fact that foreign funds flowed in even during a market crash is something to keep an eye on.

Yangpa sees that a mid-to-long-term bull scenario for POSCO Holdings is clear, based on the distinct earnings improvement and secondary battery valuation re-rating. The bell of opportunity is ringing! Let's all have a cup of coffee and look at the market broadly!

📰 Reference News (4)

1

[Report Briefing] POSCO Holdings: 'Expectations for Earnings Improvement to Gradually Expand', Target Price 620,000 Won - Mirae Asset Securities - Newspim

뉴스핌 · 2026.06.08

📰 View original

2

Top 1% Sweep Up Leading Stocks 'Hyundai Motor, Samsung Elec, SK Hynix' Even in Market Crash [Stock Masters Now]

네이버뉴스 · 2026.06.08

📰 View original

3

POSCO Holdings Ranks 1st in Steel Company Brand Reputation for June - hidomin.com

hidomin.com · 2026.06.07

📰 View original

4

[KOSPI Index Futures & Options] Panic Selling on Semiconductor Shock... Samsung Electronics and SK Hynix Plummet Together

네이버뉴스 · 2026.06.08

📰 View original

📺 Reference Videos (1)

5

YouTube

Why You Should Trust POSCO Amid the Shaky Secondary Battery Sector [Jjinconomy]

▶이투데이TV·2026.06.06