1. POSCO DX IR: What’s it about?

POSCO DX will participate in the 2nd online IR for KOSPI-listed companies on September 10th. Presentations on business performance, investor concerns, and future growth strategies are scheduled. Specific details regarding the 5G private network business and synergy creation strategy with the secondary battery business are expected to be revealed.

2. Key Analysis: Opportunities and Threats

  • Strengths: 5G private network, secondary battery synergy, solid order backlog, stable financial structure
  • Weaknesses: Recent decline in sales, need for profitability management
  • Opportunities: Growing demand for digital transformation, synergy expansion with POSCO Group
  • Threats: Economic uncertainty, intensifying competition

3. Action Plan for Investors

Investors should seek answers to the following questions during this IR:

  • What is the specific revenue model for the 5G private network business?
  • How will the synergy with the secondary battery business translate into sales growth?
  • What are the plans to reverse the declining sales trend?
  • What are the specific strategies for improving profitability?

Investors should also carefully examine the company’s response strategies to changes in the macroeconomic environment (exchange rates, interest rates, raw material prices). Thoroughly analyze the IR presentation and Q&A session to inform your investment decisions.