1. Hanwha Ocean Q2 Earnings: Key Highlights

Hanwha Ocean reported revenue of ₩3.2941 trillion, operating profit of ₩371.7 billion, and net profit of ₩148.4 billion in Q2 2025. Operating profit increased by 43.7% compared to the previous quarter, while net profit decreased.

2. Drivers of Performance: High-Value Vessels vs. Financial Headwinds

  • Positive Factors: Increased orders for high-value vessels (LNG carriers, etc.), improved cost management.
  • Negative Factors: Increased financial expenses due to rising exchange rates (KRW/USD, KRW/EUR) and interest rates (US, Korea), concerns about global economic slowdown.

3. Outlook and Investment Strategies: Opportunities and Threats

Hanwha Ocean’s future growth hinges on continued orders for high-value vessels, managing macroeconomic variables, and the success of its US market entry strategy. Increasing demand for eco-friendly vessels presents opportunities, but LNG carrier charter rate volatility and potential oversupply in the container ship market pose threats. Investors should closely monitor the impact of fluctuations in macroeconomic indicators (US/Korea interest rates and bond yields, exchange rates).

4. Action Plan for Investors

Investors should analyze stock charts to identify discrepancies between market expectations and actual performance, and continuously adjust their investment strategies. It is crucial to analyze the company’s fundamentals and growth potential from a long-term perspective, rather than being swayed by short-term stock price fluctuations.