Onion
July 15, 2026
🚀 KOSPI Recovers 7200 Level! Samsung Heavy Industries is Just Perfect, Riding Everything from US Warships to SMR! 🔥 - 2026.07.15
🔥 The Market Applauds! Samsung Heavy Industries Shines Amid KOSPI Explosion 🚀
Aha, the market is back! KOSPI soared by a whopping 6.24%, recovering the 7200 level in one breath [1]. Didn't I tell you? Aggressive investors should react fastest to such macro tailwinds. I can hear the market's applause from here! Today, Samsung Heavy Industries' stock price also rose 2.82% to 21,850 KRW, properly joining the market rebound [1]. Foreigners net bought as much as 72.0 billion KRW—foreigners buying? If they come from abroad, they're foreigners; if they buy, it's buying! Haha, I'm not joking. A bull scenario where liquidity flows into large-cap shipbuilding stocks is clearly being drawn as the market revives.
📈 Lawsuit Waves are Someone Else's Story! Unrivaled Offshore Plant Competitiveness ☕
While competitors are busy being caught up in lawsuits, our Samsung Heavy Industries is quietly taking all the practical gains [4]. They are focusing strictly on strengths like FLNG and eco-friendly merchant ships, continuing to secure profitable orders. Remember the US 'Delfin FLNG' project worth 2,881,000,000 USD bagged this year? While Middle East orders slowed down, this Delfin FLNG hit single-handedly dragged the domestic overseas construction order performance upward [5]. No need to worry about the low proportion of defense. They are extracting differentiated profitability with unrivaled offshore plant technology alone! My 30 years of watching the market isn't for nothing. This kind of company is the real deal.
🚀 From US Warships to Floating Data Centers, New Businesses are Just Perfect! 🔥
Wow—I thought they were only good at making ships, but the scale of their new business is no joke. Recently, the US sent a Request for Information (RFI) for medium-sized oilers, and Samsung Heavy Industries officially responded! [2]. The US Department of Defense and Navy are gauging the possibility of building warships and oilers, meaning the US has picked Korean shipbuilders as a potential warship supply chain [3]. The bell of opportunity is ringing to expand the territory into the special vessel sector!
Plus, the Floating Data Center (FDC) business, a new growth engine in the AI era, is also picking up speed [6]. Beyond SOFC (Solid Oxide Fuel Cells), they are even considering expansion into Small Modular Reactors (SMR) in the long term [7]. The government is also pushing for floating offshore nuclear power (CMSR), and if Denmark's technology meets Samsung Heavy Industries' world-class construction technology, it's game over [8].
Onion believes this perfect portfolio—adding MRO, FDC, and SMR on top of the solid performance of the existing shipbuilding business—will create massive synergy. With the macro environment supporting and new business momentum full, I have no choice but to actively suggest a bull scenario!
📰 Reference News (7)
KOSPI surges 6.24%, recovering 7200 level… KOSPI and KOSDAQ both hit buy sidecars
네이버뉴스 · 2026.07.15
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“Let’s see the skills that built the King Sejong the Great ship”… Why the US asked Korea about destroyer capabilities [Military+]
네이버뉴스 · 2026.07.14
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HD Korea Shipbuilding & Offshore Engineering meets MASGA momentum… Responds to warship performance
네이버뉴스 · 2026.07.15
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Samsung Heavy Industries bypasses lawsuit waves... Solo 'Merchant & Offshore' practical orders - Green Post Korea
네이버뉴스 · 2026.07.15
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Overseas construction orders pushed back in the Middle East... In 20 years
네이버뉴스 · 2026.07.15
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“Not just good at making ships… Samsung Heavy Industries floating offshore data centers and US warship MRO” - Newsquest
뉴스퀘스트 · 2026.07.15
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[EBN Today (14th) Issue Summary] Yuhan Corp. exceeds 1 trillion 400 billion KRW in drug business for the first time... Re-ignition of US-Iran conflict, etc. - EBN News Center
네이버뉴스 · 2026.07.14
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