Update shared on 06 Dec 2025
Fair value Increased 1.07%Narrative Update on Hanwha Ocean
Analysts have nudged their fair value estimate for Hanwha Ocean higher, from ₩139,950 to approximately ₩141,450, citing slightly stronger long term revenue growth expectations that more than offset a modestly higher discount rate and a marginally lower projected profit margin.
What's in the News
- Scorpio Tankers Inc. signed letters of intent to build two Very Large Crude Carriers at Hanwha Ocean's South Korean yard, at a price of $128 million per vessel, with delivery scheduled for the third and fourth quarters of 2028 (company announcement).
Valuation Changes
- Fair Value Estimate increased slightly from ₩139,950 to ₩141,450, reflecting marginally stronger long term assumptions.
- Discount Rate edged higher from 8.66% to 8.75%, implying a modestly higher required return for investors.
- Revenue Growth was revised up from 5.39% to 5.89% per year, indicating slightly more optimistic top line expectations.
- Net Profit Margin was nudged down from 11.36% to 11.20%, signaling a small deterioration in expected profitability.
- Future P/E has risen modestly from 32.5x to 32.9x, suggesting a slightly richer valuation multiple on forecast earnings.
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