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POSCO vs NV Bekaert SA: why the prices moved differently

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POSCO Holdings (005490.KO)

Q3 2026
▲5

POSCO pivots to lithium and low-carbon steel with major deals

  • UBS bullish on lithium, Buy rating on POSCO UBS says lithium bears are watching the wrong number, arguing battery output is outpacing EV growth on storage and exports. It maintains a Buy rating on POSCO, signaling that demand for POSCO's lithium business may be stronger than skeptics think, which supports the stock.

    This is a new analyst view that directly boosts sentiment on POSCO's lithium growth story.

  • POSCO completes South Korea's largest electric arc furnace POSCO finished a KRW 600 billion electric arc furnace at Gwangyang that can cut carbon emissions by up to 75%. This advances its low-carbon steelmaking and high-value product plans, which could lower future carbon costs and open premium markets, supporting the stock.

    This is a concrete new milestone in POSCO's decarbonization strategy that improves its long-term competitive position.

  • POSCO targets lithium and energy for 2035 growth At its CEO Investor Day, POSCO set a 2035 revenue target of KRW 187 trillion and operating profit of KRW 13.1 trillion, with lithium as the centerpiece. It plans to invest KRW 16.7 trillion in 2026-2028 and return about 10% of proceeds from stake sales via buybacks, which supports the stock.

    This is a new long-term strategy with concrete financial targets and capital return plans that shape investor expectations.

  • POSCO signs DLE demo plant deal in Utah POSCO will fully fund and operate a direct lithium extraction demonstration plant in Utah with Anson Resources, validating its proprietary technology at industrial scale. Success could unlock a new low-cost lithium source, strengthening POSCO's position in the battery supply chain and supporting the stock.

    This is a new partnership that advances POSCO's lithium extraction technology and potential commercial expansion.

  • POSCO enters LFP cathode market with major supply deal POSCO Future M signed a six-year deal to supply over 190,000 tons of LFP cathode materials from 2027, its first major LFP order. This diversifies beyond high-nickel cathodes and taps rising demand for energy storage in North America, supporting the stock.

    This is a new large contract that expands POSCO's battery materials business and addresses a growing market.

July 2026
▲5

POSCO pivots to lithium and low-carbon steel with major deals

  • UBS bullish on lithium, Buy rating on POSCO UBS says lithium bears are watching the wrong number, arguing battery output is outpacing EV growth on storage and exports. It maintains a Buy rating on POSCO, signaling that demand for POSCO's lithium business may be stronger than skeptics think, which supports the stock.

    This is a new analyst view that directly boosts sentiment on POSCO's lithium growth story.

  • POSCO completes South Korea's largest electric arc furnace POSCO finished a KRW 600 billion electric arc furnace at Gwangyang that can cut carbon emissions by up to 75%. This advances its low-carbon steelmaking and high-value product plans, which could lower future carbon costs and open premium markets, supporting the stock.

    This is a concrete new milestone in POSCO's decarbonization strategy that improves its long-term competitive position.

  • POSCO targets lithium and energy for 2035 growth At its CEO Investor Day, POSCO set a 2035 revenue target of KRW 187 trillion and operating profit of KRW 13.1 trillion, with lithium as the centerpiece. It plans to invest KRW 16.7 trillion in 2026-2028 and return about 10% of proceeds from stake sales via buybacks, which supports the stock.

    This is a new long-term strategy with concrete financial targets and capital return plans that shape investor expectations.

  • POSCO signs DLE demo plant deal in Utah POSCO will fully fund and operate a direct lithium extraction demonstration plant in Utah with Anson Resources, validating its proprietary technology at industrial scale. Success could unlock a new low-cost lithium source, strengthening POSCO's position in the battery supply chain and supporting the stock.

    This is a new partnership that advances POSCO's lithium extraction technology and potential commercial expansion.

  • POSCO enters LFP cathode market with major supply deal POSCO Future M signed a six-year deal to supply over 190,000 tons of LFP cathode materials from 2027, its first major LFP order. This diversifies beyond high-nickel cathodes and taps rising demand for energy storage in North America, supporting the stock.

    This is a new large contract that expands POSCO's battery materials business and addresses a growing market.

Latest
▲5

POSCO pivots to lithium and low-carbon steel with major deals

  • UBS bullish on lithium, Buy rating on POSCO UBS says lithium bears are watching the wrong number, arguing battery output is outpacing EV growth on storage and exports. It maintains a Buy rating on POSCO, signaling that demand for POSCO's lithium business may be stronger than skeptics think, which supports the stock.

    This is a new analyst view that directly boosts sentiment on POSCO's lithium growth story.

  • POSCO completes South Korea's largest electric arc furnace POSCO finished a KRW 600 billion electric arc furnace at Gwangyang that can cut carbon emissions by up to 75%. This advances its low-carbon steelmaking and high-value product plans, which could lower future carbon costs and open premium markets, supporting the stock.

    This is a concrete new milestone in POSCO's decarbonization strategy that improves its long-term competitive position.

  • POSCO targets lithium and energy for 2035 growth At its CEO Investor Day, POSCO set a 2035 revenue target of KRW 187 trillion and operating profit of KRW 13.1 trillion, with lithium as the centerpiece. It plans to invest KRW 16.7 trillion in 2026-2028 and return about 10% of proceeds from stake sales via buybacks, which supports the stock.

    This is a new long-term strategy with concrete financial targets and capital return plans that shape investor expectations.

  • POSCO signs DLE demo plant deal in Utah POSCO will fully fund and operate a direct lithium extraction demonstration plant in Utah with Anson Resources, validating its proprietary technology at industrial scale. Success could unlock a new low-cost lithium source, strengthening POSCO's position in the battery supply chain and supporting the stock.

    This is a new partnership that advances POSCO's lithium extraction technology and potential commercial expansion.

  • POSCO enters LFP cathode market with major supply deal POSCO Future M signed a six-year deal to supply over 190,000 tons of LFP cathode materials from 2027, its first major LFP order. This diversifies beyond high-nickel cathodes and taps rising demand for energy storage in North America, supporting the stock.

    This is a new large contract that expands POSCO's battery materials business and addresses a growing market.

NV Bekaert SA (0OQJ.LSE)

Q3 2026
▲2

Bekaert returns cash via buybacks as H1 holds steady and it exits a weak plant

  • Buyback keeps shrinking the share count Bekaert kept buying its own shares through the summer, cancelling them so each remaining share owns a bigger slice of the company. That steady demand supports the price, though the amounts are modest and spread over weeks.

    The recurring buyback is the main ongoing force lifting the shares this period.

  • First-half results: flat sales, solid margin, softer profit Sales were flat and the 8.3% operating margin stayed healthy, with 4% more volume from tire cord. But profit fell 10% and cash flow was squeezed by the Bridgestone plant purchases, so the market got reassurance rather than a boost.

    The half-year report is the period's key fundamental update on earnings and cash.

  • Sardinia exit trims a loss-making tire cord site Bekaert agreed to hand its Macchiareddu tire cord plant to Nuova Icom, with workers re-employed and the deal closing around October. It removes a site whose production was no longer viable, a small step toward a leaner, more profitable footprint.

    This is the period's only structural portfolio move and shapes the longer-term cost base.

August 2026
▲2

Bekaert returns cash via buybacks as H1 holds steady and it exits a weak plant

  • Buyback keeps shrinking the share count Bekaert kept buying its own shares through the summer, cancelling them so each remaining share owns a bigger slice of the company. That steady demand supports the price, though the amounts are modest and spread over weeks.

    The recurring buyback is the main ongoing force lifting the shares this period.

  • First-half results: flat sales, solid margin, softer profit Sales were flat and the 8.3% operating margin stayed healthy, with 4% more volume from tire cord. But profit fell 10% and cash flow was squeezed by the Bridgestone plant purchases, so the market got reassurance rather than a boost.

    The half-year report is the period's key fundamental update on earnings and cash.

  • Sardinia exit trims a loss-making tire cord site Bekaert agreed to hand its Macchiareddu tire cord plant to Nuova Icom, with workers re-employed and the deal closing around October. It removes a site whose production was no longer viable, a small step toward a leaner, more profitable footprint.

    This is the period's only structural portfolio move and shapes the longer-term cost base.

Latest
▲2

Bekaert returns cash via buybacks as H1 holds steady and it exits a weak plant

  • Buyback keeps shrinking the share count Bekaert kept buying its own shares through the summer, cancelling them so each remaining share owns a bigger slice of the company. That steady demand supports the price, though the amounts are modest and spread over weeks.

    The recurring buyback is the main ongoing force lifting the shares this period.

  • First-half results: flat sales, solid margin, softer profit Sales were flat and the 8.3% operating margin stayed healthy, with 4% more volume from tire cord. But profit fell 10% and cash flow was squeezed by the Bridgestone plant purchases, so the market got reassurance rather than a boost.

    The half-year report is the period's key fundamental update on earnings and cash.

  • Sardinia exit trims a loss-making tire cord site Bekaert agreed to hand its Macchiareddu tire cord plant to Nuova Icom, with workers re-employed and the deal closing around October. It removes a site whose production was no longer viable, a small step toward a leaner, more profitable footprint.

    This is the period's only structural portfolio move and shapes the longer-term cost base.