Daehan Shipbuilding Pre-IPO: Discount to Peers but Some Things to Take Note Of
Daehan Shipbuilding is looking to raise up to US$370m in its upcoming Korean IPO. In this note, we examine the IPO dynamics, and look at the firm’s...
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DH Shipbuilding IPO Valuation Analysis
Our base case valuation of DH Shipbuilding IPO is target price of 67,576 won per share, which represents a 35% upside to the high end of the IPO...
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DH Shipbuilding IPO Preview
DH Shipbuilding is getting ready to complete its IPO in KOSPI in August. DH Shipbuilding would be the second largest IPO in Korea after LG CNS so...
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Friday’s Cap Reversion in the SOL Shipbuilding Top 3 ETF Sets up a Clean Flow Trade Opportunity
This post breaks down Friday’s cap reversion in the SOL Shipbuilding Top 3 ETF — a setup that presents a clear flow trade opportunity.
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HD Hyundai: Will It Increase Ownership Stake In HD Korea Shipbuilding & Offshore Engineering?
There has been an increasing speculation of HD Hyundai increasing its stake in HD Korea Shipbuilding & Offshore Engineering (HD KSOE) in 2025.
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