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A042660: New Large Vessel Orders Will Sustain Margins And Earnings Through 2028

Update shared on 22 Nov 2025

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AnalystConsensusTarget's Fair Value
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1Y
216.3%
7D
-11.6%

Narrative Update on Hanwha Ocean

Analysts have maintained their fair value price target for Hanwha Ocean at ₩139,950. They cite minor adjustments in financial assumptions that offset each other, resulting in an unchanged overall outlook.

What's in the News

  • Scorpio Tankers Inc. has signed letters of intent to construct two Very Large Crude Carriers (VLCCs) at Hanwha Ocean in South Korea. Each vessel is priced at $128 million, with deliveries planned for the third and fourth quarters of 2028 (Client Announcements).

Valuation Changes

  • Consensus Analyst Price Target remains unchanged at ₩139,950.
  • Discount Rate has fallen slightly from 8.68% to 8.66%.
  • Revenue Growth estimate has decreased from 6.44% to 5.39%.
  • Net Profit Margin has risen marginally from 11.31% to 11.36%.
  • Future P/E has edged down minimally from 32.52x to 32.51x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.