042670.KS Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
04:47
Jun 13
Jun 13
Long Hanwha Ocean on shipbuilding recovery
Korean shipbuilders, led by Hanwha Ocean, are attractive long-term holdings. Hanwha Ocean just won the KDDX destroyer contract, has a unique submarine construction capability, and the sector is moving to 20%+ operating margins next year. Short-term noise from the Hanwha Space explosion will fade. Stock buyback activity creates a floor, and any dips near the buyback level should be bought. VLCC and FLNG orders also support the group.
HIGH
22:23
Jun 09
Jun 09
Shipbuilding valuation reset with catalysts ahead
Hanwha Ocean's valuation has fallen from 30x to 18x, making it much more attractive. The recent US ban on foreign shipbuilding for the Navy is not a game-changer — Korean yards can still participate through US yard investments and block supply. Upcoming catalysts include the Canadian submarine project decision this month and long-term US fleet expansion needs, so the de-rated stock is sensitive to even small positive news.
MED
About 042670.KS Analyst Coverage
Buzzberg tracks 042670.KS across 2 sources. 2 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 2 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Lee Kwon-hee, Park Se-ik.