Domestic shipbuilding stocks are showing strength across the board. This comes as the possibility emerges that military tensions between the U.S. and Iran could transition into a ceasefire and diplomatic resolution, thereby recovering global investor sentiment and raising expectations for improved performance in the shipbuilding sector.

During the morning trading session on the 12th, Hanwha Ocean traded at 112,900 won, up 8.04% from the previous day. Samsung Heavy Industries also showed strong performance, trading at 27,050 won, up 6.92%, while HD Korea Shipbuilding & Offshore Engineering traded at 392,000 won, up 4.39%. In addition, the entire shipbuilding sector rose, including Daehan Shipbuilding at 3.83%, HJ Heavy Industries at 3.85%, and HD Hyundai Heavy Industries at 2.17%.

The market is focusing on the likelihood of tensions easing, considering the heavy burden of escalation on both the U.S. and Iran. If geopolitical risks are resolved, expectations for the stabilization of global trade and maritime logistics markets are expected to expand.

The shipbuilding industry is maintaining a robust order trend, centered on Liquefied Natural Gas (LNG) carriers and eco-friendly vessels. As the global energy supply chain restructures and the shipping industry's demand for eco-friendly vessel replacements expands, the order competitiveness of domestic shipbuilders is being re-evaluated. Distinct growth drivers are also being highlighted for each company. Expectations for the expansion of the submarine and defense vessel businesses continue for Hanwha Ocean, while HD Hyundai Heavy Industries and HD Korea Shipbuilding & Offshore Engineering anticipate improved profitability through an order strategy focused on high-value-added vessels. Samsung Heavy Industries is also continuing its outlook for improved performance based on its competitiveness in the LNG carrier and offshore plant sectors.

The securities industry believes that if tensions in the Middle East ease, the preference for risk assets will recover, increasing interest in shipbuilding, defense, and energy-related sectors. Whether short-term ceasefire discussions will lead to tangible results and the volatility of international oil prices are cited as major variables for the future market. Industry officials evaluated, "As the trend of increased global ship orders and the transition to eco-friendly vessels continues, the medium- to long-term growth outlook for the domestic shipbuilding industry remains valid."

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