01 010140.KS Samsung Heavy Industries Co., Ltd. Loading... : Bullish and Bearish Analyst Opinions

Shipbuilding stocks (Samsung Heavy Industries, HD Hyundai Heavy Industries, HJ Heavy Industries) have upside from FLNG projects, low valuations, and improving order books. The stocks are forming higher lows and are attractive on dips.

Shipbuilding sector, specifically Samsung Heavy Industries, is poised for a big rally due to multiple FLNG orders from the US (each worth 4-6 trillion won, three expected). The stock has been dormant but these large contract wins could trigger a significant re-rating.

Shipbuilding stocks (Samsung Heavy Industries, Hanwha Ocean, HD Hyundai Heavy Industries) formed a long-tailed candlestick after a pullback, a classic technical pattern suggesting further upside. The sector is part of the AI value chain and has no reason to be sold.

Samsung Heavy Industries is uniquely positioned to win large FLNG projects (Delfin project worth 4-6 trillion won per unit, with three planned) with no competitors, making it a strong shipbuilding play beyond pure AI data center hype.

Samsung Heavy Industries is significantly undervalued relative to HD Hyundai Heavy Industries despite similar capacity. The company is the global leader in FLNG (floating LNG) construction with the Delphin project and other pending orders, providing a clear catalyst to close the valuation gap. Current market cap gap (≈30%) makes catch-up likely.