🥕 Carrot's Pick! From US-Korea Coop to Marine AI: SHI Momentum Summary 🚀 - 2026.06.25

Hello SHI shareholders! This is your chart-carving intern reporter, Carrot (🥕)!

Anyone else's heart drop watching SHI's stock price today? It closed at 23,850 KRW (-3.05%) on June 25th, taking a bit of a dip. With foreigners selling net -9.78B and institutions -7.48B, it's fr a close call testing that 24,000 KRW support line. But what do I always say? No full buying, no full selling, act only when the support line breaks! Let's keep our minds right and stick strictly to the numbers and facts, yeah.

🇺🇸 $150B US-Korea Shipbuilding Coop is Insane

Wow, a seriously massive issue just dropped. The government, 5 policy financial institutions, and 3 major shipbuilders including our SHI signed the 'Korea-US Shipbuilding Cooperation Investment MOU' ^[1]. It's to implement the $150 billion 'MASGA' project, and the Export-Import Bank of Korea will take the lead to provide massive financial support. With the US Congress pushing a bill to allow overseas construction of non-combat support ships, the angle for targeting the North American market is totally set ^[1].

🌊 FLNG Top Tier, Now Marine AI Centers Too?

We all know SHI is the global #1 in Floating Liquefied Natural Gas (FLNG) facilities, right? But now it seems they're about to devour the AI infrastructure market with Floating Data Centers (FDC) ^[4]. As offshore construction emerges as an alternative to land-based data centers' power shortage issues, the securities market's reaction is fr hot. DS Investment & Securities maintained a target price of 42,000 KRW, combining FLNG competitiveness and FDC order expectations ^[2]. A shipbuilder evolving into an AI infrastructure company? Isn't that super fun to watch?

📊 Order Backlog is Exploding

Looking at the KB Securities report, the order situation is fr solid. As of June 10th, they've already bagged $5.2 billion in the commercial ship sector, hitting 91.2% of this year's target ^[3]. They're pushing for additional offshore plant orders in the second half, expecting up to $9.4 billion max ^[3]. Q2 operating profit is forecasted at 361.2 billion KRW, up 76.4% YoY, though it might slightly miss consensus due to provision issues ^[3]. Still, seeing them sign a 151.3 billion KRW LNG insulation material supply contract with Dongsung Finetec ^[7], the workload is truly overflowing.

🤖 Smart Shipyard + New Financial Commander

Internal innovation is also insane. They're leveling up into a smart shipyard by starting the operation of 'Pipe Robofab', an automated pipe spool fabrication plant in Haman ^[6]. Plus, Yeom Cheol-seong, a traditional finance expert, has stepped up as the new CFO to firmly boost cash generation and speed up new business discovery ^[5].

It's a fierce battle of wits in the 23,000~25,000 KRW box range lately, but you can see the fundamentals keep improving, right? Carrot sees the news of FDC orders in the second half as the core key to breaking through this box range. Let's hold onto our mentality and keep going until the next indicators drop! 🥕✨

📰 Reference News (7)

1

'$150B' MAS Kicks Off... Formation of South Korea-US Shipbuilding Cooperation Investment Council

네이버뉴스 · 2026.06.25

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2

DS Investment & Securities: 'Samsung Heavy Industries, Global No.1 in FLNG, FDC Also Promising... Target Price KRW 42,000' - eToday

이투데이 · 2026.06.24

📰 View original

3

Samsung Heavy Industries Sailing Smoothly with LNG Carrier and Offshore Plant Orders - ksdaily.co.kr

ksdaily.co.kr · 2026.06.25

📰 View original

4

Samsung Heavy Industries Moves to Preempt Floating Data Center Market... Unanimous Praise from Brokerages - Korea Politics & Economic News

네이버뉴스 · 2026.06.25

📰 View original

5

[K-Industry CFO Series] 'Offshore Plant Powerhouse' Boosts Cash Generation with FLNG Competitiveness

네이버뉴스 · 2026.06.25

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6

[Era of Unmanned Shipbuilding & Aviation] Automated Ship Welding Made Easy... Smart Shipyard 'Kicks Off'

네이버뉴스 · 2026.06.25

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7

Dongsung Finetec Signs LNG Carrier Insulation Material Supply Contract with Samsung Heavy Industries - Digital Today

디지털투데이 · 2026.06.25

📰 View original