Professional
Added to YB: 2024-10-23
Pitch date: 2024-09-30
009540.KS [bullish]
HD Korea Shipbuilding & Offshore Engineering Co., Ltd.
+151.98%
current return
Author Info
No bio for this author
Company Info
HD Korea Shipbuilding & Offshore Engineering Co., Ltd. engages in shipbuilding and offshore engineering businesses in South Korea.
Market Cap
KRW 28.3T
Pitch Price
KRW 178.4K
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.83
P/E
18.33
EV/Sales
0.91
Sector
Machinery
Category
growth
Baron International Growth Fund Portfolio Holding: HD Korea Shipbuilding & Offshore Engineering Co., Ltd.
009540.KS: Largest global shipbuilder, dominant in LNG-powered ships. Strong Q results, higher pricing, lower costs. Oligopoly in LNG carriers. IMO 2030 emissions rules to drive demand for LNG & ammonia-fueled ships. Expect structural shortage of compliant vessels, benefiting HD Korea Shipbuilding.
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