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0 0 0 0.011676875957121 -0.010145482388974 0.0011485451761103 0.0011485451761103 0.0011485451761103
Stock impact report

POSCO Holdings: It's All About Capital Allocation [Seeking Alpha]

POSCO Holdings Inc. American Depositary Shares (Each representing 1/4th of a share of) (PKX) 
Company Research Source: Seeking Alpha
PKX has generated a huge amount of surplus capital by reorganizing its business portfolio. The firm has recently made some lithium-related investments, which will increase its exposure to the "green transition" theme. There is also the potential for POSCO to raise its payouts, considering future cash inflows and Korea's dividend income taxation changes. Jae Young Ju/iStock Editorial via Getty Images I'm still bullish on POSCO Holdings Inc. ( PKX It is generating a meaningful amount of excess cash, which can be utilized to enhance shareholder value. The stock is deserving of a richer valuation. More on my IG service Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a di Show less Read more
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