Update shared on 28 Nov 2025
Fair value Increased 2.41%Analysts have raised their price target for HD Hyundai Heavy Industries Ltd. from ₩677,238 to ₩693,591. This change reflects updated expectations for earnings and valuation, even though forecasts for revenue growth and profit margins have been slightly lowered.
What's in the News
- HD Hyundai Heavy Industries and HII signed a memorandum of agreement at the APEC 2025 forum to advance shipbuilding collaboration between the United States and the Republic of Korea (Key Developments)
- The partnership will focus on expanding the U.S. shipbuilding industrial base, joint investments, and flexible ship construction (Key Developments)
- Both companies will pursue teaming opportunities for U.S. Navy auxiliary shipbuilding programs, leveraging combined expertise and proven vessel designs (Key Developments)
- Ongoing efforts include joint pursuit of the U.S. Navy's next-generation logistics ship design contract, supported by a history of successful deliveries for New Zealand and South Korea navies (Key Developments)
- Recent activities include technical staff visits, keynote speeches at major industry forums, and a regular overhaul of the USNS Alan Shepard to enhance U.S.-Korea shipbuilding cooperation (Key Developments)
Valuation Changes
- Fair Value: Increased from ₩677,238 to ₩693,591, reflecting a modest rise in estimated intrinsic value.
- Discount Rate: Increased slightly from 8.36% to 8.39%.
- Revenue Growth: Reduced from 9.87% to 8.28%.
- Net Profit Margin: Declined from 14.96% to 13.66%.
- Future P/E: Increased from 24.52x to 27.34x, indicating a higher expected market valuation relative to earnings.
Disclaimer
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