Seoul shares snap 6-day winning streak on profit-taking; won sharply down - UPI.comTrending[Wu-Tang Clan][Hillary Clinton][License plate][Medicaid payments][Larry Summers][Oldest horse][Uranus detail][ISIS camp][Pool player]Feb. 27, 2026 / 4:07 AMThis photo taken on Friday shows the trading room of Hana Bank in central Seoul, with the benchmark Korea Composite Stock Price Index down 1 percent to close at 6,244.13. Photo by YonhapSeoul shares closed lower Friday, snapping a six-session winning streak as inve ...

Core Insights - Anson and POSCO have achieved significant technical and commercial advancements in their collaboration at the Green River DLE Demonstration Plant [1] - The cooperation has been reinforced through comprehensive engineering assessments and high-level engagement, which aids POSCO's ongoing project evaluation [1] Group 1 - Strong technical progress has been made at the Green River DLE Demonstration Plant [1] - Positive advancements have been observed across all review areas of the project [1] - Detailed engineering assessments have contributed to the strengthening of cooperation between Anson and POSCO [1] Group 2 - Senior-level engagement has played a crucial role in supporting the collaboration [1] - POSCO is actively evaluating the project as a result of the strengthened cooperation [1]

Core Insights - The article emphasizes the focus on value investing in Asia, particularly in Hong Kong, targeting stocks with significant discrepancies between market price and intrinsic value [1] - It highlights two main categories of investment opportunities: deep value balance sheet bargains and wide moat stocks, which are characterized by their strong competitive advantages [1] Group 1: Investment Strategy - The research service aims to identify deep value stocks, such as net cash stocks and low price-to-book (P/B) ratio stocks, which are available at a discount [1] - It also seeks wide moat stocks, which are high-quality businesses with sustainable competitive advantages, often referred to as "Magic Formula" stocks [1] - Monthly updates and watch lists are provided to keep investors informed about potential investment opportunities [1] Group 2: Market Focus - The primary focus is on the Asian equity market, with a particular emphasis on Hong Kong-listed stocks [1] - The service is designed for value investors looking for unique investment opportunities in the region [1]

Core Viewpoint - Mineral Resources (MinRes) and POSCO Holdings have entered into a binding agreement to establish a lithium joint venture, with POSCO acquiring a 30% stake in MinRes' operational lithium business, which includes ownership of the Wodgina and Mt Marion lithium mines [1][2]. Financial Details - POSCO Holdings will pay $765 million (Won1.12 trillion) for its 30% interest in the joint venture, which translates to an indirect 15% interest in both the Wodgina and Mt Marion mines. This transaction values MinRes' existing 50% interest in these mines at approximately $3.9 billion [2]. - MinRes will retain a 70% stake in the new entity, equating to a 35% underlying interest in each mine [2]. Operational Aspects - MinRes will continue to manage both mines under existing agreements with its joint venture partners, Albemarle at Wodgina and Jiangxi Ganfeng Lithium at Mt Marion. The operational entities of MinRes will remain separate from the new joint venture [3]. - As part of the investment, POSCO Holdings will receive spodumene concentrate proportional to its 30% interest [3]. Strategic Intent - POSCO Holdings aims to secure a stable and cost-competitive supply of raw materials to enhance long-term competitiveness, emphasizing the operational excellence and vision of MinRes [4]. - The partnership seeks to combine POSCO's downstream expertise with MinRes' mining capabilities to promote sustainable growth in the energy materials industry and support the transition to eco-friendly mobility [5]. Relationship and Future Plans - This collaboration builds on the existing relationship between MinRes and POSCO, previously established through the Onslow Iron joint venture [6]. - The binding agreement is subject to customary conditions, including regulatory approvals, with the transaction expected to close in the first half of 2026 [6]. - Following the transaction, MinRes plans to use the proceeds to repay external debt, strengthen its balance sheet, and support future growth [7].

Core Viewpoint - Australia's Mineral Resources will divest a 30% stake in its operational lithium business to South Korea's POSCO Holdings for $765 million, establishing a new joint venture [1] Company Summary - The transaction involves a 30% stake in the lithium business, indicating a strategic partnership with POSCO Holdings [1] - The valuation of the stake sold is $765 million, highlighting the significant financial implications for both companies involved [1] Industry Summary - The deal reflects ongoing trends in the lithium market, where partnerships and joint ventures are becoming increasingly common as companies seek to capitalize on the growing demand for lithium in electric vehicle batteries and renewable energy storage [1]

Group 1 - The article focuses on the Asia Value & Moat Stocks research service, which targets value investors looking for Asia-listed stocks with significant discrepancies between price and intrinsic value [1] - The service emphasizes deep value balance sheet bargains, such as net cash stocks and low price-to-book (P/B) stocks, as well as wide moat stocks that represent high-quality businesses [1] - The author provides a range of watch lists with monthly updates, specifically concentrating on investment opportunities in the Hong Kong market [1]