POSCO Future M Expands AI Manufacturing
Predicted impact: Low
Palantir AI partnership already reported repeatedly; no new financial size disclosed.
POSCO Future M포스코퓨처엠
003670 · KOSPI · ₩003670 · 포스코퓨처엠
₩160,500▲ ₩4,000 (2.56%)End-of-day · Oct 27, 2026 · End-of-day prices.
Price · 1Y −34.62%
- Market cap
- ₩14T
- Enterprise value
- ₩17T
- P/E
- 320.4×
- P/B
- 3.4×
- Dividend yield
- 0.2%
- ROE
- 1.1%
- Net margin
- 1.6%
Trailing 12 months from filed financial statements, as of H1 2026. Dividend yield: the 2025 dividend per share from the annual report ÷ today's price.
52-week range−46.4% from the high
₩114,700Today: ₩158,400 – ₩165,600₩299,500
Returns
- 1W−9.9%
- 1M−10.8%
- 3M+20.8%
- 6M−39.0%
- YTD−14.2%
- 1Y−34.6%
- Volume today
- 294,723
- 0.7× the 20-day average
- Traded today
- ₩48B
- Listed shares
- 88,946,220
- EPS (12 months)
- ₩501
- Earnings yield 0.3%
AI research · InitiationPOSCO Future M: Thin Profits and High Multiples Despite a Strong Three-Month Share Price ReboundThe data shows a company with a recovering share price but still-weak fundamentals: shrinking revenue, a 2.1% operating margin, negative free cash flow and sizable borrowings.Read the full report →
Upcoming dates
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Signals
Quiet- BuzzQuietBuzz 35 of 100 (50 is a normal day for this stock).
- MomentumWeak-12.9% over the last month; the price is below its 20-day average.
- News impactSome23 news items and filings in two weeks; 0 rated high impact, 1 medium.
- StreetSteady1 brokers, average target 81% from the price; last 30 days: 0 raised, 0 cut.
Signals describe activity, not recommendations. Not financial advice.
Knock-on effects
POSCO Future M Finds Breakthrough with LFP, Expects Operating Profit to Triple Next Year
Kangwon EnergyContract with POSCO FUTURE M, ~4158000000% of revenue (FY24 report); moved with POSCO FUTURE M on 16 of its 20 biggest days
News about other companies that has, in the past, moved this stock too. Evidence-based, not a prediction.
Leveraged ETF flows
Estimated leveraged-ETF rebalance on Oct 27: buy ₩2.5B at the close (3.4% of 20-day average trading value)
On its 33 biggest days of the last 60 (moves of 3%+), the estimated pressure averaged 3.0% of trading value and pointed the same way 21 of 33 times.
- 2× KODEX Leverage ₩1.4B
- -2× KODEX 200 Futures Inverse 2X ₩648M
- -1× KODEX Inverse ₩234M
- 2× TIGER Leverage ₩84M
- 2× TIGER 200IT Leverage ₩82M
Mostly via futures: index funds hedge with KOSPI 200 / KOSDAQ 150 futures, spread here over the index's largest members by market value.
Final after the close. An intraday "if the close were now" estimate needs real-time prices, which we don't have yet.
Estimate based on ETF size and daily moves; actual trades may differ.
ETFs holding this
All ETFs →Held by 32 funds.
- KODEX 2000.3%
- TIGER 2000.3%
- KODEX 200TR0.3%
- KODEX Leverage2×0.3%
- RISE 2000.3%
- KIWOOM 200TR0.3%
- ACE 2000.3%
- PLUS 2000.3%
Estimated from the funds' index or underlying stock.
Futures and options
All stock futures →Futures (2026-11): 160,200
Basis −0.19% · implied rate −4.3%
Open interest 105,994 contracts
Options open interest: 6,733 calls, 6,375 puts (put/call 0.95)
Futures and options can lose more than you put in. Figures describe the market; they are not predictions or recommendations. Paper trading only.
POSCO Future M stock overview
POSCO Future M (포스코퓨처엠, KRX: 003670) is listed on KOSPI, in the Batteries sector. POSCO Future M is a South Korean secondary battery materials company and the only domestic producer of both cathode and anode materials. Its shares closed at ₩160,500 on Oct 27, 2026, up 2.56% on the day, giving it a market value of ₩14T.
Key facts
- Market cap
- ₩14T
- Sector
- Batteries
- Latest price change
- +2.56%
- As of
- Oct 27, 2026
- Main business
- POSCO Future M is a South Korean secondary battery materials company and the only domestic producer of both cathode and anode materials.
Quick answers about POSCO Future M
- What does POSCO Future M do?
- POSCO Future M is a South Korean secondary battery materials company and the only domestic producer of both cathode and anode materials. Its business spans refractory products and lime-based materials, which it supplies mainly to POSCO and other steel-related customers, and battery materials, which serve major battery makers such as LG Energy Solution, Samsung SDI and SK On. The company operates in Korea and also through joint ventures in China and North America.
- What is the market cap of POSCO Future M?
- The market capitalisation of POSCO Future M was ₩14T at the close on Oct 27, 2026.
- What is the analyst target price for POSCO Future M?
- The average target price of 1 broker covering POSCO Future M is ₩290,000 (range ₩290,000 to ₩290,000), 80.7% above versus the latest price, based on each broker's latest public report within six months.
- Who are the largest shareholders of POSCO Future M?
- According to the latest official filings, the largest reported holders are POSCO Holdings (60.62%, as of Jul 31, 2025); National Pension Service (5.31%, as of Dec 31, 2025); VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (0.62%, as of Jul 31, 2026).
- When is the next earnings report from POSCO Future M?
- Korean companies rarely announce results dates in advance. Based on when POSCO Future M filed the same report in past years, its next 3q results is expected around Nov 14, 2026.
- Does the National Pension Service own POSCO Future M?
- Yes. The National Pension Service held 5.31% of POSCO Future M shares as of Dec 31, 2025.
Company profile
POSCO Future M is a South Korean secondary battery materials company and the only domestic producer of both cathode and anode materials. Its business spans refractory products and lime-based materials, which it supplies mainly to POSCO and other steel-related customers, and battery materials, which serve major battery makers such as LG Energy Solution, Samsung SDI and SK On. The company operates in Korea and also through joint ventures in China and North America.
Written by AI from the company's latest annual report.
- Korean name
- 포스코퓨처엠
- Sector
- Batteries
- Themes
- EV batteriesBattery materials (cathode, anode, lithium)Energy storage (ESS)Lithium & rare metalsEV parts
- Business group
- POSCO
- CEO
- 엄기천
- Founded
- May 1971
- Listed
- May 2019
- Listed shares
- 88,946,220
- Fiscal year ends
- Month 12
- Website
- www.poscofuturem.com
Similar companies
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- Samsung SDI006400 · ₩41T₩508,000+5.07%
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- L&F066970 · ₩3.4T₩84,200+1.20%
- DN Automotive007340 · ₩2.4T₩40,850+3.55%
- Ecopro Materials450080 · ₩2.1T₩29,600+4.04%
- SK ie technology361610 · ₩1.3T₩15,840+0.83%
- Vitzrocell082920 · ₩1.1T₩23,400+2.63%
Recent news
POSCO Future M teams up with Palantir, expanding AI from sales to factories
Predicted impact: Low
AI partnership with Palantir targets productivity; no contract value or financial size disclosed.
POSCO Future M Partners with Palantir; "AI Platform to Be Applied Proactively in Sales and Marketing"
Predicted impact: Low
Palantir AI partnership already reported several times; no deal value disclosed.
Recent filings
See all- Insider shareholding reportOct 26, 2026
- Amended: Acquisition of shares in another companyOct 23, 2026
- Amended: Acquisition of shares in another companyOct 23, 2026
- Insider shareholding reportOct 23, 2026
- Insider shareholding reportOct 22, 2026
Titles in Korean until English translations are added.
Also known as: POSCO Future M / 포스코퓨처엠 / 003670 / KRX:003670
Source: KRX statistical information