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What smart money is saying about HD Hyundai Marine SolutionSouth Korea flag

443060.KS · Industrials · Aerospace & Defense · Market cap $6.87B

2 funds in our archive have pitched HD Hyundai Marine Solution — most recently Antipodes Emerging Markets Fund in March 2026.

Company profile

HD Hyundai Marine Solution Co., Ltd. delivers comprehensive, engineering-driven services specifically tailored for Hyundai brand vessels. The company is a key provider of both authentic and bespoke spare parts, complemented by extensive technical assistance, including maintenance, repair, and specialized workshop services. Beyond its maritime focus, the company also caters to stationary engine power plants, offering genuine components, technical assistance, and full operation and maintenance programs. Specializing in ship upgrades, it designs, installs, and commissions retrofit solutions like scrubbers and ballast water treatment systems (BWTS). It further provides advanced digital control and marine automation solutions, along with bunkering and warranty services. Performance optimization services encompass enhancements like ship bow and propeller modifications, slow steaming strategies, and overall vessel optimization. Additionally, it delivers educational programs covering engine performance, operation, maintenance, components, electrical systems, and control mechanisms. Established in 1972, the company maintains its headquarters in Busan, South Korea.

Fund coverage · 2 theses

  • Antipodes Emerging Markets Fund
    March 2026

    HD Hyundai Marine Solution is a high-margin, asset-light maritime services business with recurring demand and retrofit growth.

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  • Platinium AM
    March 2025

    HD Hyundai Marine Solution is an undervalued leader in ship after-market servicing and a monopoly parts provider for Hyundai engines, presenting an attractive investment opportunity.

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