While there are countries that produce much larger yachts on average, like The Netherlands and Germany, for example, Italy leads in terms of sheer units. (Photo: Sanlorenzo) https://t.co/9zniNCxsZO https://t.co/ywjz5EzBEu ...

Double Yacht Delivery From Damen Heads To Monaco https://t.co/dqGfmRA2oV https://t.co/d923yTUBXO ...

South Korean shipyards are getting a boost from Seoul's $150 billion commitment to help revive US shipbuilding. Will this alliance challenge China’s dominance at sea? https://t.co/XefPuK1QEc https://t.co/fAl0wxycJy ...

South Korea’s ambition of leveraging its shipbuilders to help revive America’s struggling sector threatens the profitability of the Asian country’s own yards, according to Nomura https://t.co/wOiDoEnh4D ...

🎙️ Shipyards across South Korea are busier than they’ve been in years, thanks, in part, to a $150 billion commitment by Seoul to revive America’s shipbuilding industry.Could the alliance help counter China’s maritime dominance? Listen to the Big Take Asia Podcast. ⤵️ https://t.co/xpSDLQHek1 ...

Company Overview - Huntington Ingalls Industries Inc. (HII) has a subsidiary, Fleet Support Group LLC, which secured a contract for global engineering and technical support for the overhaul and repair of equipment related to west coast aircraft carriers and surface ships [1][2] - The contract is valued at $16.8 million and is expected to be completed by July 2026, with work executed in San Diego, CA; Bremerton, WA; and Yokosuka, Japan [2] Industry Position - HII is recognized as a premier supplier of naval ships, playing a critical role in the U.S. naval defense sector, which is vital for national security [3][4] - The company has designed and built over 31 aircraft carriers for the U.S. Navy since 1933, including all 10 Nimitz-class carriers currently in service, and is now constructing the next generation of Gerald R. Ford-class carriers [4][5] Growth Potential - Increasing geopolitical tensions and territorial disputes are driving nations to enhance their naval capabilities, leading to increased spending on naval warships [6] - The global naval vessels and surface combatant market is projected to grow at a compound annual growth rate of 5.6% from 2023 to 2030, which is expected to benefit HII as the largest military shipbuilder in the U.S. [7] Competitive Landscape - Other defense companies that may benefit from the expanding shipbuilding market include General Dynamics Corporation (GD), BAE Systems (BAESY), and Lockheed Martin (LMT), each with significant growth rates and market positions [8][9][10] Stock Performance - HII shares have increased by 55.3% over the past six months, outperforming the industry average rise of 18.9% [12]

While there are countries that produce much larger yachts on average, like The Netherlands and Germany, for example, Italy leads in terms of sheer units. (Photo: Sanlorenzo) https://t.co/zENtRfA8QR https://t.co/oW3A4EjUHM ...

US-China Trade Relations - The US is seeking to limit the amount of Chinese content in East Asian exports to the US, potentially requiring businesses to create separate supply chains for the US [2] - President Trump is threatening a 200% tariff on China if no magnets, leading to concerns about further economic repercussions [11][17] - China's cargo volume emanating from China to the Port of Los Angeles has decreased from 60% in 2018 to 45% currently, indicating a shift to Southeast Asia [13] - China has been diversifying its trade, import sources, and export destinations for a long time, reducing its dependence on the American market [15] - China views potential charges on Chinese ships docking in the US as an offensive move, even with South Korean investment in US shipbuilding [6][7] South Korea-US Trade and Investment - South Korea has committed to invest $350 billion in the US, including in shipbuilding, in return for matching auto tariffs secured by Japan at 15% [4][5] - South Korea's investment in US shipbuilding is seen as a welcome move to increase US shipbuilding capabilities [6] Potential Multilateral Meetings - The possibility of a US, South Korea, and China trilateral meeting, potentially including Kim Jong-un, was discussed, but its likelihood depends on significant diplomatic groundwork and concrete outcomes [7][8][10] - President Xi Jinping is unlikely to engage in any meeting with President Trump unless a deal is already agreed upon [8] Impact on Businesses and Ports - The ongoing trade disputes and uncertainties are a continuing source of concern for businesses, including the Port of Los Angeles [19] - The US has trade tensions with other countries like Brazil and India, adding to the overall uncertainty [19]

President Trump says the US will be buying ships from South Korea, during a meeting with South Korean President Lee Jae Myung https://t.co/RoIFg6yhIz ...

19 August 2025 GEMs stock positioning Equity Strategy How are funds positioned across EM? We update our proprietary positioning data for nearly 300 active global emerging markets (GEMs) funds with combined assets under management of USD617bn. The key takeaways include: Mainland China: Starting to reduce the underweight. Mainland China now accounts for almost 28% of GEMs fund portfolios, up from 22.5% in August 2024. However, relative to benchmark, GEMs funds are still in aggregate 340bps underweight and, in ...