NH Investment & Securities Lowers Samsung Heavy Industries Target Price to ₩32,000
NH Investment & Securities cut its target price for Samsung Heavy Industries by 5.9% to ₩32,000, citing a lower long-term growth rate and limited upside in LNG carrier prices. The note still highlights that floating data centers have entered a concrete phase, with Samsung in detailed design talks for two 50-megawatt units, and expects improving profitability into 2028.