HD Hyundai Heavy Could Gain From U.S. LNG Carrier Demand Recovery -- Market Talk

Dow Jones

2025/08/01

0158 GMT - HD Hyundai Heavy Industries could gain from a recovery in U.S. demand for liquefied natural gas carriers likely in late 2H of 2025 or early 1H of 2026, Daiwa Capital analysts Mike Oh and Daeho Son say. Final investment decisions on U.S. LNG projects are likely to proceed without major disruptions, the analysts write in a note. They raise their EPS forecasts for the South Korean shipbuilder by 29% each for 2025 and 2026 to reflect its backlog order mix that is improving at a faster-than-expected pace. The company's new contract wins so far this year have come in at $5.5 billion, about 70% of its $7.7 billion annual target, they note. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

July 31, 2025 21:58 ET (01:58 GMT)

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Final investment decisions on U.S. LNG projects are likely to proceed without major disruptions, the analysts write in a note. They raise their EPS forecasts for the South Korean shipbuilder by 29% each for 2025 and 2026 to reflect its backlog order mix that is improving at a faster-than-expected pace. The company's new contract wins so far this year have come in at $5.5 billion, about 70% of its $7.7 billion annual target, they note. 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Final investment decisions on U.S. LNG projects are likely to proceed without major disruptions, the analysts write in a note. They raise their EPS forecasts for the South Korean shipbuilder by 29% each for 2025 and 2026 to reflect its backlog order mix that is improving at a faster-than-expected pace. The company's new contract wins so far this year have come in at $5.5 billion, about 70% of its $7.7 billion annual target, they note. (kwanwoo.jun@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 31, 2025 21:58 ET (01:58 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BKVL7J92.USD","symbol_name":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2556863537","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2556863537","pubTimestamp":1754013480,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0158 GMT - HD Hyundai Heavy Industries could gain from a recovery in U.S. demand for liquefied natural gas carriers likely in late 2H of 2025 or early 1H of 2026, Daiwa Capital analysts Mike Oh and Daeho Son say. Final investment decisions on U.S. LNG projects are likely to proceed without major disruptions, the analysts write in a note. They raise their EPS forecasts for the South Korean shipbuilder by 29% each for 2025 and 2026 to reflect its backlog order mix that is improving at a faster-than-expected pace. The company's new contract wins so far this year have come in at $5.5 billion, about 70% of its $7.7 billion annual target, they note. 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Final investment decisions on U.S. LNG projects are likely to proceed without major disruptions, the analysts write in a note. They raise their EPS forecasts for the South Korean shipbuilder by 29% each for 2025 and 2026 to reflect its backlog order mix that is improving at a faster-than-expected pace. The company's new contract wins so far this year have come in at $5.5 billion, about 70% of its $7.7 billion annual target, they note. (kwanwoo.jun@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 31, 2025 21:58 ET (01:58 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}