한화, 미국 필라델피아 조선소 1억달러에 인수

[위종민]

한화오션이 노르웨이 Aker 소유의 필라델피아 조선소를 1억 달러에 인수했다고 합니다. 이 조선소는 지난 4월에 현대조선소와 각종 프로젝트 및 유지보수 작업 협력 계약을 체결했었다고 합니다. 

https://breakingdefense.com/2024/06/south-korean-giant-hanwha-agrees-to-acquire-philly-shipyard-for-100m/

South Korean giant Hanwha agrees to acquire Philly Shipyard for $100M - Breaking Defense

BUSINESS BEAT

• GLOBAL, NAVAL WARFARE

South Korean giant Hanwha agrees to acquire Philly Shipyard for $100M

It's the latest in a series of moves South Korean shipbuilders have made to advance their interests in American-based facilities.

By   JUSTIN KATZon June 20, 2024 at 1:48 PM

A petroleum tanker stands while being built at the Aker Philadelphia Shipyard in Philadelphia, Pennsylvania, U.S. (Photographer: Bradley C. Bower/Bloomberg via Getty Images)

WASHINGTON — South Korea’s Hanwha Systems and its shipbuilding arm Hanwha Ocean have agreed to purchase Norwegian-owned Philly Shipyard in a deal valued at $100 million pending relevant regulatory approvals, according to a statement from Philly Shipyard today.

“After two decades of stewardship, it is with great honor that we transition the ownership from Aker to Hanwha,” said Kristian Røkke, chairman of Philly Shipyard ASA. “Recognized as a global leader, Hanwha brings a wealth of sophisticated shipbuilding experience that will enable Philly Shipyard to realize a grander vision for its employees and customers.”

Philly Shipyard, based in the eponymous city, sits at what was once the site of a US Navy facility. It was founded in 1997, best known for its work producing container vessels and tankers, and is a subsidiary of the Norwegian industrial investment group Aker.

The news of Hanwha’s acquisition comes as South Korean shipbuilding giants have taken a keen interest in American-based shipyards at the behest of Navy Secretary Carlos Del Toro who has eagerly encouraged as much.

Following the announcement of Hanwha’s acquisition, Del Toro’s office issued a statement hailing the agreement.

“Hanwha’s acquisition of Philly Shipyard is a game-changing milestone in our new Maritime Statecraft,” the secretary said. “This will bring good paying union jobs to Philadelphia, a city with a 250-year relationship with the U.S. Navy. Knowing how they will change the competitive U.S. shipbuilding landscape, I could not be more excited to welcome Hanwha as the first Korean shipbuilder to come to American shores—and I am certain they will not be the last.”

Just this past April, Philly Shipyard signed a separate agreement with Hanwha competitor, South Korean shipbuilder HD Hyundai Heavy Industries to cooperate on various construction projects and maintenance work.

RELATED: South Korean shipbuilder HD Hyundai, Philly Shipyard ink agreement on construction, MRO

Earlier this year, Hanwha made a play to purchase the Australian shipbuilder Austal, which would include its Alabama-based facilities in Mobile, but the deal was rejected — at least for the time being, with both parties indicating they might reconsider down the road.

In its public statement rejecting Hanwha’s offer, Austal cited possible regulatory concerns in Washington and Canberra over the notion of the South Koreans taking ownership; Austal USA is a staple shipbuilder for the US Navy and has advanced several new projects since introducing steel facilities to its Alabama campuses. (In its own statements, Hanwha downplayed any concern about regulators quashing the deal.)

Philly Shipyard ostensibly does not have those same concerns and the new deal will give Hanwha a chance to test the waters with American regulators. If approvals are given, the deal could close in the fourth quarter of 2024.

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By LEE FERRAN

“The transaction is subject to the satisfaction of certain customary conditions, including approval by CFIUS (Committee of Foreign Investments in the US) and other regulatory approvals being obtained as well as no material adverse event having occurred in relation to PSI [Philly Shipyard],” according to the company statement.

“In the event of cost overruns in excess of USD 100 million in current projects undertaken by PSI compared to the company’s current estimates, the parties have agreed principles to reduce the payable purchase price at closing. Except for certain transaction costs, the purchase price is not subject to any other adjustments,” the statement continued.

Updated 6/20/2022 at 5:13 pm ET with comment from Navy Secretary Carlos Del Toro.

[백선호]

조선소가 1억 달러면 엄청 싼(?) 듯한 느낌이 드네요.

[위종민]

https://www.hankyung.com/article/2024062120445

"다만, 해당 조선소의 경영 상황이 어려운 상황인 점이 투자자 심리에도 영향을 준 것으로 풀이된다. 코로나 사태 이후 증가한 원가와 취약한 미국 내 조선업 공급망 등의 문제로 해당 조선소는 현재 어려운 상태다.

작년 매출은 4억 4,185만 달러에 영업손실은 7,161만 달러로 대규모 영업 적자를 기록하기도 했다. 회사는 누적된 적자로 2023년 말 기준 부분 자본잠식 상태를 보이기도 했다.

그러나 변 연구원은 "시가총액을 감안한 시세보다는 비싸지만 조선소 인수 금액으로는 일견 비싸지 않아 보이는 1억 달러라는 인수 금액은 향후 회사의 정상화에 필요한 투자의 시작일 수 있다"고 설명했다."

장사도 잘 안되는 매물이고 인수한 뒤에도 돈을 꽤 많이 부어야 해서 그런 것 같습니다.

[사처포(곽명기)]

국내에 조선소가 없는 한화,
미국에서 현대조선과 협력관계를 모색 ?

[위종민]

https://www.sisajournal-e.com/news/articleView.html?idxno=402517

특수선 사업부는 거제도에 조선소가 있긴 있을 겁니다.