#Shipbuilding

3개의 글

May 20, 2026

Samsung Heavy Industries (010140) Stock Outlook 2026: LNG Carrier Boom and the Profitability Test

A deep-dive investment analysis of Samsung Heavy Industries (KRX: 010140) for 2026, covering LNG carrier backlog, FLNG technology moat, Qatar Energy project exposure, green methanol vessels, valuation after 8 years of losses, and key risks for foreign investors accessing Korean equities.

010140 SamsungHeavyIndustries KoreanStocks

May 14, 2026

HD Hyundai Mipo (010620) Stock Outlook 2026: Mid-Size Shipbuilding in the Supercycle — PC Carriers, VLACs, and Backlog Visibility

HD Hyundai Mipo 010620 stock outlook 2026: PC carrier and VLAC ammonia demand, shipbuilding supercycle, multi-year backlog earnings visibility.

HD Hyundai Mipo 010620 Shipbuilding

April 28, 2026

HD Hyundai Heavy Industries (329180) 2026 Outlook: LNG Supercycle, Dual-Fuel Ships, and the Cycle Peak Question

HD Hyundai Heavy Industries (329180) 2026 analysis: LNG carrier supercycle, ammonia and methanol dual-fuel vessel technology, IMO 2030 regulations, backlog comparison vs Samsung Heavy and Hanwha Ocean, and how US investors access Korean shipbuilding stocks.

329180 HDHyundaiHeavy KoreanStocks