🚀 [Yangpa] US Forward Base & Order Jackpots! Shipbuilding Supercycle, The Bell of Opportunity is Ringing! 🔥 - 2026.06.17

Oho, the market is alive! Hello everyone, it's Manager Yangpa, the macro bull! 🧅 I haven't been watching the market for 30 years for nothing. Looking at how Samsung Heavy Industries is rolling today, it's just perfect!

Based on the closing price on the 17th, it ended at 28,850 KRW, up 2.67%! Foreigners net bought 6.06 billion KRW, and institutions 2.51 billion KRW! Foreigners bought? If they come from a foreign land, they are foreigners, and if they buy, it's a buy! Hahaha! 🤣 No joke, isn't the market clapping right now~!

🔥 Full-scale US Expansion, Riding the MASGA!

• Speeding up Global Restructuring: SHI has established a control tower-like US subsidiary in Delaware ^[1]. They are reducing their reliance on China and speeding up their global business restructuring.
• Targeting the US Market: By participating in the 'MASGA' initiative, a US-Korea shipbuilding cooperation project, they are greatly expanding their opportunities to enter the US market ^[2]. Setting up a corporation in the US? If the US pushes them, won't the orders go crazy~ The bell of opportunity is ringing here!

📈 Supercycle until 2029? Overflowing with Work!

• Sweeping High-Value Vessels: The domestic shipbuilding industry is currently expanding orders centered on high-profit vessels like LNG carriers and ammonia carriers, closely chasing the number one, China ^[3]. The boom trend centered on high-value vessels is very clear ^[7].
• New Order Jackpot: They also smoothly won an order for one LNG carrier worth $252 million from Singapore's Purus ^[4]. The delivery date is January 2029! Forecasts are pouring in from the industry that the supercycle could last beyond 2029 ^[3].

🛡️ 100% FX Hedging Shield & Defense Momentum

• Flawless Risk Management: Since they take large overseas orders, foreign exchange fluctuation risk is scary, but they are defending very reliably by maintaining an FX hedging ratio of up to 100% ^[6].
• Canadian Submarine Tailwind: On top of this, expectations for defense cooperation regarding the Canadian submarine project are adding a strong tailwind to shipbuilding stocks overall ^[5].

With macro tailwinds, foreign net buying, and a solid order backlog! Yangpa sees the bullish scenario for the shipbuilding industry as clear. Alright, everyone hold on tight! ☕ 🚀

📰 Reference News (7)

1

Samsung Heavy Industries Cuts China Reliance, Builds US Base... Accelerates Global Restructuring - MTN Money Today

MTN 머니투데이방송 · 2026.06.17

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2

"Can't Build Without Korea"... K-Shipbuilding Evolves Beyond Manufacturing into a Platform - EBN News Center

네이버뉴스 · 2026.06.17

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3

K-Shipbuilding Fiercely Chases China with High-Value Ships... Will the Supercycle Last Until 2029?

네이버뉴스 · 2026.06.17

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4

Key Manufacturing Outlook for the 3rd Week of June - Chamyo & Hyukshin

네이버뉴스 · 2026.06.17

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5

[Hot Stock] Shipbuilding Stocks Rise 3.65% on Hopes for Defense Cooperation with Canada

네이버뉴스 · 2026.06.17

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6

[Corporate FX Strategy] Shipbuilders Avoiding Risk... 100% Hedged

네이버뉴스 · 2026.06.17

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7

Regional Shipbuilding Enjoys Order Boom... Led by High-Value Vessels - Gyeongnam Domin Ilbo

네이버뉴스 · 2026.06.17

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