Samsung Heavy Industries (010140 KS/Buy)Solid Growth Trajectory
For 4Q25, Samsung Heavy Industries (SHI) reported revenue of W2.84tr (+5.1% YoY; 2.5% below the consensus), operating profit of W296.2bn (+70.0%...
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[2026 Outlook] Defense/ShipbuildingAnother inflection point
New naval vessel and LNG carrier orders could lead to a prolonged earnings up-cycle, and profit growth in the commercial vessel segment should...
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Equity Strategy[October] Reduced Earnings Volatility Is the Key to a Re-Rating
The 3Q25 earnings season is set to kick off following the Chuseok holiday. The consensus for Korean companies’ aggregate operating profit stands at...
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Samsung Heavy Industries (010140 KS Jul 8, 2025)
2Q25 OP forecast to beat consensus at W178bn . Margin gains set to accelerate in 3Q as legacy orders are completed. FLNG project bid quietly...
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