Added to YB: 2026-07-29
Pitch date: 2026-07-26
042660.KS [bullish]
Hanwha Ocean Co., Ltd.
-3.61%
current return
Author Info
No bio for this author
Company Info
Hanwha Ocean Co., Ltd. operates as a shipbuilding and offshore contractor in South Korea and internationally.
Market Cap
KRW 25.8T
Pitch Price
KRW 88.7K
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.80
P/E
14.84
EV/Sales
2.03
Sector
Machinery
Category
growth
America Can't Build Ships Fast Enough - But an Ally can - $042660.KS
042660.KS: Long Hanwha Ocean. Thesis: mispriced as Korean shipbuilder w/ defense optionality vs global defense platform w/ commercial cash engine. US Navy logistics gap (65 vs 450 ships needed) forces Korean solution. Catalysts: MRO contracts, $1.5B Philly deal, $150B MASGA, Senate backing. Risks: Golden Amendment blocking foreign procurement, Canada tender loss.
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