Issues & Trends

SamsungHeavyIndustries, IsuChemical, and SIMMTECH Co., Ltd. [Hana Securities’ Weekly Stock Picks]

Shin Ha-yeon
2026-07-04 07:00:05
[E-Daily Reporter Shin Ha-yeon ] △SamsungHeavyIndustries(010140)
- Earnings improvement gains momentum as the share of high-priced LNG carrier sales expands and low-priced orders decline
-The merchant ship construction mix, categorized by order timing, is expected to improve steadily throughout the year

△#IsuChemical
-Expected to benefit from tight supply-demand conditions based on Korea’s only integrated NP and LAB production system
-Expectations for a valuation reassessment as the growth potential of the lithium sulfide business comes into focus

△#SIMMTECH Co., Ltd.
- Projected to see a sharp improvement in profitability starting in the second quarter due to rising unit prices for memory PCBs
-Opportunities in SOCAMM-related PCBs are expected to be greater than anticipated

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