2. What Happened? – The ₩1.5 Trillion After-Hours Block Trade

On September 5, 2025, a massive 13,333,805 shares of Hanwha Ocean were traded for approximately ₩1.5 trillion in an after-hours block trade. Foreign investors were at the heart of this activity, both buying and selling substantial volumes, indicating a potential program trade or block deal.

3. Why Did This Happen? – Understanding the Context

3.1 Fundamental Summary

  • Positive Factors: Increased revenue and profitability, business diversification, eco-friendly technology competitiveness, and a solid order backlog.
  • Potential Risk Factors: High debt ratio, exchange rate fluctuation risk, and rising interest rates.

3.2 Market Environment Analysis

  • KRW/USD Exchange Rate Increase: Positive for Hanwha Ocean’s foreign currency revenue.
  • Expected Interest Rate Freeze/Cut: Positive for alleviating debt burden.
  • Volatility in International Oil Prices and Baltic Freight Index: Limited Impact.

4. What’s Next? – Analyzing the Short-Term and Long-Term Impacts

4.1 Short-Term Impact

  • Increased stock price volatility and supply-demand imbalance.
  • Impact on market sentiment (positive or negative).

4.2 Long-Term Impact

  • Changes in foreign ownership and market expectations.
  • Potential for improvement or deterioration of financial structure.
  • Interaction with macroeconomic factors.

5. What Should Investors Do? – Action Plan

  • Analyze the parties involved and their objectives: Seek additional information.
  • Monitor recent orders, business progress, and new investment plans.
  • Analyze market consensus and conduct technical analysis.
  • Make informed investment decisions after thorough analysis.