Outlook for South Korea's Shipbuilding, Defense Sectors Positive -- Market Talk

Dow Jones

Nov 25

0033 GMT - The outlook for South Korea's shipbuilding and defense sectors appears positive, Daiwa Capital analysts Mike Oh and Daeho Son write in a note. They see U.S.-South Korean shipbuilding cooperation as a potential margin-expansion opportunity for Korean shipyards, which are likely to enjoy favorable pricing terms on U.S. strategic commercial vessel orders and navy contracts, they say. They prefer HD Hyundai Heavy Industries to other local peers, citing its cost-efficient approach in the defense sector. Their midterm order outlook for Korean defense companies remains positive on global rearmament initiatives, as the U.S. seems to be less willing to intervene in conflicts. Their preferred local defense name is Hanwha Aerospace Industries. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

November 24, 2025 19:33 ET (00:33 GMT)

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They see U.S.-South Korean shipbuilding cooperation as a potential margin-expansion opportunity for Korean shipyards, which are likely to enjoy favorable pricing terms on U.S. strategic commercial vessel orders and navy contracts, they say. They prefer HD Hyundai Heavy Industries to other local peers, citing its cost-efficient approach in the defense sector. Their midterm order outlook for Korean defense companies remains positive on global rearmament initiatives, as the U.S. seems to be less willing to intervene in conflicts. Their preferred local defense name is Hanwha Aerospace Industries. (kwanwoo.jun@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 24, 2025 19:33 ET (00:33 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Outlook for South Korea's Shipbuilding, Defense Sectors Positive -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOutlook for South Korea's Shipbuilding, Defense Sectors Positive -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-25 08:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0033 GMT - The outlook for South Korea's shipbuilding and defense sectors appears positive, Daiwa Capital analysts Mike Oh and Daeho Son write in a note. They see U.S.-South Korean shipbuilding cooperation as a potential margin-expansion opportunity for Korean shipyards, which are likely to enjoy favorable pricing terms on U.S. strategic commercial vessel orders and navy contracts, they say. They prefer HD Hyundai Heavy Industries to other local peers, citing its cost-efficient approach in the defense sector. Their midterm order outlook for Korean defense companies remains positive on global rearmament initiatives, as the U.S. seems to be less willing to intervene in conflicts. Their preferred local defense name is Hanwha Aerospace Industries. (kwanwoo.jun@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 24, 2025 19:33 ET (00:33 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"WPC.SI","symbol_name":"VALLIANZ HOLDINGS LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2586113444","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2586113444","pubTimestamp":1764030780,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0033 GMT - The outlook for South Korea's shipbuilding and defense sectors appears positive, Daiwa Capital analysts Mike Oh and Daeho Son write in a note. They see U.S.-South Korean shipbuilding cooperation as a potential margin-expansion opportunity for Korean shipyards, which are likely to enjoy favorable pricing terms on U.S. strategic commercial vessel orders and navy contracts, they say. They prefer HD Hyundai Heavy Industries to other local peers, citing its cost-efficient approach in the defense sector. Their midterm order outlook for Korean defense companies remains positive on global rearmament initiatives, as the U.S. seems to be less willing to intervene in conflicts. Their preferred local defense name is Hanwha Aerospace Industries. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"WPC.SI":"VALLIANZ HOLDINGS LTD","BK6088":"石油天然气设备与服务","BK6519":"运输股"},"translate_title":"韩国造船和国防行业前景乐观——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WPC.SI":1.5},"content_text":"0033 GMT - The outlook for South Korea's shipbuilding and defense sectors appears positive, Daiwa Capital analysts Mike Oh and Daeho Son write in a note. They see U.S.-South Korean shipbuilding cooperation as a potential margin-expansion opportunity for Korean shipyards, which are likely to enjoy favorable pricing terms on U.S. strategic commercial vessel orders and navy contracts, they say. They prefer HD Hyundai Heavy Industries to other local peers, citing its cost-efficient approach in the defense sector. Their midterm order outlook for Korean defense companies remains positive on global rearmament initiatives, as the U.S. seems to be less willing to intervene in conflicts. Their preferred local defense name is Hanwha Aerospace Industries. (kwanwoo.jun@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 24, 2025 19:33 ET (00:33 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}