🔥 Samsung Heavy Industries: 3 FLNGs Built Simultaneously & a $2.8B Jackpot! The Market is Applauding! - 2026.06.06

Hello, this is Onion, the macro bull from Bulltagi.com! My 30 years of watching the market isn't for nothing. A flood of macro tailwinds is pouring into the shipbuilding industry right now. Well, well~ Can't you hear the market applauding? The bell of opportunity is ringing!

🔥 Oh My, 3 Floating Factories Running at Once? Spot On!

Samsung Heavy Industries pulled off a spectacular launch ceremony for the massive 'Cedar FLNG' heading to Canada ^[1]. Right now, at the Geoje Shipyard quay, three large FLNGs are being built side-by-side. Building three simultaneously in a single yard is a world first. Vice President Lee Dong-hyun mentioned this is thanks to excellent workforce allocation and smart shipyard manufacturing innovation. Isn't that flawless execution capacity?!. What did I tell you~ Money always flocks to places with unrivaled technology.

🚀 Team Korea's $2.8B Jackpot! Taking Over US Waters Too!

That's not all! They solely secured the EPC contract for the first 'Delfin FLNG' worth about 4 trillion KRW, going to the coast of Louisiana, USA ^[2]. This is the first commercial FLNG in US history, and it's the result of 'Team Korea'—including the BlackRock fund, KIND, the Ministry of Oceans and Fisheries, and KB Kookmin Bank—banding together to push the financial arrangement forward ^[2] ^[5]. The government and private sector built a tight-knit cooperation system to win this massive order. Isn't this something the market should applaud?!

📈 The AI Era? Not Just Building Ships, But Floating Data Too!

And this is the point that really gets me excited. These days, everyone is going crazy over power waste and cooling water shortages because of AI, right? I hear Samsung Heavy Industries is going to float data centers (FDC) on the sea ^[3] ^[8]. Floating a data center on the sea? If data falls into the sea, does it become a 'Sea-tag' (hashtag)? Hahaha, I'm not joking here! It's a brilliant next-generation infrastructure idea that cuts power consumption in half by using surrounding seawater as cooling water ^[3]. On top of that, they invested in the eco-friendly ship startup 'Vinssen' to jointly develop a carbon-free power system. Their preparation for future cash cows is spot on! ^[4].

☕ Foreigner Selling? The Bull Scenario Won't Shake!

The closing price on June 5 was 27,750 KRW ^[7], and despite the massive 4 trillion KRW order news, foreign investors threw in net selling, giving back some of the intraday gains ^[6]. Foreigners sold? If they come from a foreign country, they're foreigners; if they sell, they sell! Well, look at it from a macroeconomic perspective. With a bulging order backlog and new business momentum bursting out, is there any need to be intimidated by short-term supply and demand volatility? Onion views this continuous FLNG jackpot and new business expansion as the puzzle pieces completing Samsung Heavy Industries' perfect bull scenario. An aggressive investor should react fastest to such macro tailwinds! The market is alive!