July 2, 2026 11:03 AM GMT POSCO | Asia Pacific M Update Key Highlights from CEO Investor Day Key Takeaways Our take: Overall, we came away with mixed views. We see the company raising its lithium margin guidance and LT capacity target as positive, while questioning whether the market will fully appreciate many JV/stake investments on the steel side. Meanwhile, its shares have corrected 41% from the recent peak amid lithium price + market corrections and, at the current valuation of 0.4x P/B on 2026e, we see ...