LNG

POSCO International IR Analysis: September 3, 2025 Investor Relations Meeting – Key Takeaways and Investment Strategies

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POSCO International Unveils Future Growth Plans – A Look at Investment Opportunities On September 3, 2025, POSCO International held an investor relations (IR) meeting to present its future growth strategy. This IR meeting offered investors a valuable opportunity to gain in-depth information about the company’s vision and core businesses. In this blog post, we analyze … Read more

Doosan Enerbility Wins $330M LNG Plant Contract: Investment Implications

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Doosan Enerbility Secures $330 Million Dangjin LNG Plant Contract Doosan Enerbility has won a significant contract from Korea Gas Corporation for a $330 million LNG plant construction project in Dangjin. What does this large-scale contract mean for the future of Doosan Enerbility? This article analyzes the implications of this contract, discusses factors investors should consider, … Read more

BHIC Secures KRW 47.6B Contract with Doosan Enerbility: What’s Next for Investors?

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BHIC Lands KRW 47.6 Billion Contract: Is it a Good Investment? BHIC has secured a substantial contract with Doosan Enerbility. While this may offer a short-term positive impact on the stock price, a thorough analysis of the company’s fundamentals and market conditions is crucial. This article delves into the contract details, key investment considerations, and … Read more

Morgan Stanley Acquires 5% Stake in Dongsung Finetec: A Bullish Signal for LNG Carrier Boom?

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Morgan Stanley Sets Sights on Dongsung Finetec Global investment bank Morgan Stanley has acquired a 5% stake in Dongsung Finetec, a South Korean company specializing in insulation materials for LNG carriers. While categorized as a ‘passive’ investment, this move has sparked positive market sentiment and heightened expectations for the stock’s future performance. What prompted Morgan … Read more

SK Innovation’s $5 Billion LNG Securitization: Analyzing its Impact on Financial Restructuring and Growth

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Will SK Innovation Soar with $5 Billion LNG Securitization? SK Innovation’s recent announcement of a proposed $5 billion securitization of its LNG business has captured the attention of investors. How will this securitization impact SK Innovation’s financial health and future growth prospects? This report delves into SK Innovation’s fundamentals, market conditions, and the potential implications … Read more

Dong Sung Chemical (102260) H1 2025 Earnings Analysis: Strong LNG Business But Hidden Risks?

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Dong Sung Chemical: Smooth Sailing in LNG, but Investor Caution Advised? Dong Sung Chemical announced robust earnings growth in its H1 2025 report. Driven by increasing demand for LNG carriers and LNG-fueled vessels, DongSung FineTec’s cryogenic insulation business performed exceptionally well. However, lurking behind this positive news are risks such as declining net profit and … Read more

Wonil T&I: Poised for Takeoff with Hydrogen Power? H1 2025 Earnings Report Analysis

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Is Wonil T&I, a Key Player in the Hydrogen Economy, Set for Future Success? Wonil T&I, specializing in hydrogen storage alloys and LNG vaporizers, has released its H1 2025 earnings report. With growing attention due to its hydrogen business potential, including submarine project wins and overseas expansion plans, as well as its recent KOSDAQ listing, … Read more

SK Gas Q2 2025 Earnings: A Deep Dive into the Surprise Performance and Investment Strategies

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SK Gas Q2 2025 Earnings: An Unexpected Triumph SK Gas has captured investor attention with its remarkable Q2 2025 earnings. Significantly outperforming market forecasts, particularly with a substantial increase in operating profit, the company has demonstrated its growth potential. This article provides a comprehensive analysis of SK Gas’s performance, including key drivers, potential risks, and … Read more

Korea Carbon Crushes Earnings Estimates, Driven by LNG Boom

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Korea Carbon’s Earnings Surprise: A Promising Investment Opportunity? Korea Carbon stunned the market with its outstanding financial results for the first half of 2025. Driven by the booming LNG carrier market, both revenue and profits far surpassed expectations, marking a significant earnings surprise. This analysis delves into the factors behind Korea Carbon’s success, its future … Read more

Pan Ocean H1 2025 Earnings Analysis: LNG Growth vs. Shipping Market Downturn

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Pan Ocean Navigates Rough Seas Despite LNG Growth Pan Ocean’s first half of 2025 presented a mixed bag. Despite significant growth in their LNG business, the company faced headwinds from a weakening shipping market and struggles in their grain segment. This in-depth analysis delves into Pan Ocean’s H1 2025 performance, exploring both positive and negative … Read more