Posco Future M Co., Ltd. in 1 story
The narratives 003670.KS currently appears in, with its side and exposure in each.
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Bear side
1 story- Cheap Batteries Move Profits Downstream
003670.KS in “Cheap Batteries Move Profits Downstream”
FadingExposure: not rated yetCell oversupply is crushing battery prices and transferring value to storage developers, automakers and power-system integrators.
POSCO Future M's cathode and anode material capacity is exposed to slower EV growth, customer inventory reductions and pressure on battery-material margins.