Added to YB: 2026-10-08
Pitch date: 2026-10-05
028670.KS [bullish]
Pan Ocean Co., Ltd.
+7.05%
current return
Author Info
No bio for this author
Company Info
Pan Ocean Co., Ltd., together with its subsidiaries, provides marine transportation and other related services worldwide.
Market Cap
KRW 3.3T
Pitch Price
KRW 6.2K
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.35
P/E
9.85
EV/Sales
1.19
Sector
Marine Transportation
Category
turnaround
Korea Quality Re-Rating Watch Oct 5: Pan Ocean Co., Ltd.
028670.KS (monitor): Pan Ocean, a dry-bulk and tanker operator majority-owned by Harim Group, offers a case based on earnings momentum and institutional flow rather than standalone balance-sheet quality. September 28 and October 1 supply-contract disclosures support a revenue-visibility argument; the RS80 Not-Late screen shows 9.3% 20-day momentum and 1.5% to pivot. Key checks are BDI/BSI freight rates and whether the contracts are discrete events or evidence of a broader dry-bulk cycle inflection.
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