2018.7.31 관심종목 코멘트

동성화인텍(033500)

• 올해 초 LNG 발주량 33척 중 현대중공업 14척, 대우조선해양 12척, 삼성중공업 6척 계약.
• 향후 10년간 연평균 45척씩 발주 전망
• 126척 증기터빈 탑재 LNG선 교체 수요 예상
• 동성화인텍 대우조선해양 향 보냉재 공급 실적 증가
  향후 미국 LNG 액화 플랜트에 공급되는 보냉재 상업과 LNG 추진선 연료탱크 사업 신규사업 진출

Dong Sung FineTech (033500)

• Earlier this year, Hyundai Heavy Industries, Daewoo Shipbuilding & Marine, and Hyundai Heavy Industries signed contracts for LNG orders of 33 ships, Hyundai Heavy Industries, Daewoo Shipbuilding & Marine Engineering, and Samsung Heavy Industries.
• Order forecasts for an average of 45 orders over the next 10 years
• Replacement demand for LNG carriers with 126 steam turbines
• DongSung FineTek's supply of insulated DSME shipbuilding increased
  Enter into new business of LNG propulsion line fuel tank business and LNG LNG liquefaction plant