Korea Stock Market Insights

Tag: POSCO

CHOSUN REFRACTORIES Secures KRW 240 Billion Contract with POSCO: A True Opportunity or Just a Glimmer?
CHOSUN REFRACTORIES’ announcement of a massive contract with POSCO has generated buzz, but the KRW 240 billion figure might be misleading given the company’s recent performance struggles. This article delves into the true significance of the deal and highlights key factors investors should consider before making any decisions.
CHOSUN REFRACTORIES and POSCO’s KRW 240 Billion Deal: What Happened?
On September 24, 2025, CHOSUN REFRACTORIES announced a KRW 240 billion supply contract with POSCO for blast furnace mud refractories. The contract spans one year, from October 1, 2025, to September 30, 2026, and represents 4.80% of CHOSUN REFRACTORIES’ annual revenue.
Analyzing the Impact: Pros and Cons
Positive Aspects:
- • Secures short-term revenue and stability
- • Strengthens the partnership with POSCO
- • Potential for improved investor sentiment
Negative/Limited Aspects:
- • Uncertainty regarding profitability improvement (rising costs, increased competition)
- • Short-term stock price volatility
- • Cost burdens due to exchange rate fluctuations
What Should Investors Do?
While this contract may offer short-term positive momentum, a cautious approach is warranted for long-term investment. Investors should closely monitor CHOSUN REFRACTORIES’ profitability, raw material prices, exchange rate fluctuations, and the potential for additional contracts. Crucially, the company’s efforts to overcome its recent performance challenges should be carefully observed.
Key Checkpoints
- • Profitability changes during contract execution
- • Volatility of raw material prices and exchange rates
- • Potential for securing further contracts
- • Efforts to improve financial structure
FAQ
Will this contract positively impact CHOSUN REFRACTORIES’ stock price?
It could have a positive short-term impact, but long-term price movement depends on fundamental improvements in the company’s performance.
What is CHOSUN REFRACTORIES’ main business?
CHOSUN REFRACTORIES manufactures and sells refractories, essential materials for high-temperature industrial processes like steelmaking, glass production, and cement manufacturing.
How has CHOSUN REFRACTORIES been performing recently?
While sales increased in the first half of 2025, both operating and net income decreased.
09/23/2025
Chosun Refractories Lands $560M Deal with POSCO: Investment Opportunity? (September 2025 Analysis)
Chosun Refractories just announced a massive $560 million deal with POSCO, representing roughly 15% of their annual revenue. What does this mean for the company’s future performance and are there hidden risks? This article breaks down the details of the Chosun Refractories and POSCO contract, providing key insights for investors. Read on to find out more!

$Chosun Refractories Lands $560M Deal with POSCO: Investment Opportunity? (September 2025 Analysis) 대표 차트 이미지$
1. What Happened?
Chosun Refractories signed a $560 million supply contract with POSCO on September 24, 2025. The contract will run for one year, from October 1, 2025, to September 30, 2026. This represents a significant portion (14.91%) of Chosun Refractories’ 2024 annual revenue.

2. Why Does It Matter?
This deal offers a crucial opportunity for Chosun Refractories to rebound from a sluggish first half of 2025. The substantial $560 million contract is expected to boost not only revenue but also operating profit and net income. Securing a stable revenue stream also sends a positive signal to investors, potentially driving stock price momentum.

3. What’s the Likely Impact?
Positive Aspects:
- Increased revenue and improved profitability
- Enhanced cash flow
- Strengthened relationship with a key client
- Potential for upward stock price movement
Potential Risks:
- Increased dependence on POSCO
- Pressure on profit margins due to rising raw material prices
- Potential for unforeseen issues during contract execution
- Possibility of a gap between market expectations and actual profits
4. What Should Investors Do?
Investors should carefully consider the following:
- Review the specific terms of the contract and projected profit margins.
- Assess Chosun Refractories’ cost management capabilities.
- Consider the likelihood of additional contracts with POSCO.
- Analyze the performance and potential synergies of other business segments beyond refractories.
FAQ

How much will Chosun Refractories’ revenue increase due to this contract?
This $560 million contract represents approximately 14.91% of Chosun Refractories’ 2024 annual revenue.
What is the contract duration?
The contract will run for one year, from October 1, 2025, to September 30, 2026.
What are the key risks associated with this contract?
Key risks include increased dependence on POSCO, pressure on profit margins from rising raw material costs, and the potential for unforeseen problems during contract implementation.
What precautions should investors take?
Investors should carefully analyze the contract’s details, Chosun Refractories’ cost management capabilities, and the potential for future contracts with POSCO.

$Chosun Refractories Lands $560M Deal with POSCO: Investment Opportunity? (September 2025 Analysis) 관련 이미지$
09/23/2025
CHOSUN REFRACTORIES Secures KRW 55.6 Billion Contract with POSCO: Investment Strategy Analysis
CHOSUN REFRACTORIES has garnered significant market attention with its large-scale supply contract with POSCO. Curious about the implications of the KRW 55.6 billion deal and its impact on CHOSUN REFRACTORIES’ future? This article provides a comprehensive analysis, covering the contract details, hidden risks, and key investment strategies.
CHOSUN REFRACTORIES and POSCO’s KRW 55.6 Billion Deal: What Happened?

On September 24, 2025, CHOSUN REFRACTORIES signed a KRW 55.6 billion supply contract with POSCO for refractory materials. This significant contract represents approximately 11.11% of CHOSUN REFRACTORIES’ annual revenue and is valid for one year, from October 1, 2025, to September 30, 2026.

The Significance of the Contract: Why Does It Matter?

This contract signifies more than just a revenue increase for CHOSUN REFRACTORIES. It secures stable sales and strengthens the relationship with a key client, POSCO, paving the way for long-term growth. It also holds the potential for improved profitability through economies of scale.

Financial Status and Market Environment Analysis: What’s Next?
- Financial Status: Despite revenue growth, CHOSUN REFRACTORIES experienced slightly weakened profitability in the first half of 2025. However, this contract is expected to lay the groundwork for profit improvement.
- Market Environment: Uncertainties such as a global economic slowdown, exchange rate fluctuations, and rising raw material prices persist. This contract, however, should help mitigate the impact of these external factors.
Action Plan for Investors: What Should You Do?
- Monitor Profitability: Continuously monitor whether actual profitability improves following the contract.
- Risk Management: Pay close attention to the company’s strategies for addressing external factors like raw material prices and exchange rate fluctuations.
- Long-Term Perspective: Don’t be swayed by short-term stock price fluctuations; consider the company’s long-term growth potential.
FAQ

What is the scale of this contract?
KRW 55.6 billion, representing approximately 11.11% of CHOSUN REFRACTORIES’ annual revenue.
What is the contract period?
One year, from October 1, 2025, to September 30, 2026.
How will this contract affect CHOSUN REFRACTORIES’ stock price?
It is likely to act as a short-term upward momentum for the stock price. However, the long-term impact will depend on market conditions and the company’s performance.
What precautions should investors take?
Investors should closely monitor external factors such as raw material price fluctuations, exchange rate fluctuations, and interest rate changes, as well as the company’s ability to manage profitability.
09/23/2025
CHOSUN REFRACTORIES Secures $305 Million Contract with POSCO: What it Means for Investors
CHOSUN REFRACTORIES has captured market attention with a major supply contract secured with POSCO. This $305 million deal signifies more than just a contract; it hints at CHOSUN REFRACTORIES’s future growth potential. This article delves into the key details of the agreement, its significance, and the essential points for investors to consider, providing insights into the company’s future prospects.
CHOSUN REFRACTORIES and POSCO’s $305 Million Deal – Key Details

CHOSUN REFRACTORIES has signed a supply contract with POSCO for key ladle lining materials, amounting to $305 million. The contract duration is one year, from October 1, 2025, to September 30, 2026, representing a significant 8.31% of CHOSUN REFRACTORIES’s annual sales.

Significance and Investment Highlights
- Secured Revenue Stream: The contract guarantees $305 million in revenue over one year, bolstering financial stability.
- Strengthened Partnership with POSCO: Collaboration with POSCO, a leading steel company, validates CHOSUN REFRACTORIES’s technology and competitiveness.
- Reinforced Core Business: The supply of key ladle lining materials solidifies CHOSUN REFRACTORIES’s position in its core business segment.
- Growth Momentum: This contract is expected to positively impact earnings from the second half of 2025 through 2026.
Investment Considerations
- Raw Material Price Volatility: Rising raw material prices could negatively affect profitability.
- POSCO Dependency: Potential over-reliance on a single client should be considered.
Conclusion and Investment Strategy

While this contract is a positive development for CHOSUN REFRACTORIES’s growth, investors should carefully monitor risk factors such as raw material price volatility and customer concentration. Long-term investors should continuously track the company’s business strategy and market conditions.
FAQ

Will this contract positively impact CHOSUN REFRACTORIES’s stock price?
While it may provide short-term upward momentum, the long-term impact depends on market conditions and the company’s performance.

What is CHOSUN REFRACTORIES’s main business?
Their primary business is the manufacture and sale of refractory materials, and this contract strengthens their competitiveness in this core area.

What are the key investment considerations?
Investors should be mindful of raw material price volatility and the potential for over-reliance on a single client.
09/23/2025