Samsung Heavy Industries: Upside from Tech Innovation
Introduction As of October 28, 2025, Samsung Heavy Industries has recorded a +116% year-to-date increase, outperforming even Samsung Electronics (+85%) within the Samsung Group. In the last month of October alone, it rose by +40%, and 17 securities firms have unanimously raised their target prices. However, the truly interesting part is that this stock price surge is not based on a simple demand cycle but on structural changes. We will examine how the technological development of localizing cargo containment systems (KC-2C) will fundamentally improve Samsung Heavy Industries’ profitability, and how much further the stock price has the potential to rise with the expansion of the FLNG market. ...