Letters by company

HD Hyundai Marine Solution

2 letters discussing 443060. Everything written about it on this site is on its ticker page.

Seafarer Capital Partners Portfolio Review The Seafarer Overseas Growth and Income Fund credited Samsung Electronics, Samsung SDI, Accton Technology and Delta Electronics with technology-led gains, while UPL, L&T Technology Services and Hermès detracted amid the Middle East conflict. The fund added ASMPT, HD Hyundai Marine Solution and NARI Technology, and exited Samsung Epis Holdings and Samsung C&T. first quarter of 2026 006400 $33B443060 $5.6BHRMS
Seafarer Capital Partners Portfolio Review Seafarer Overseas Value Fund lagged concentrated emerging-markets benchmarks while retaining diversified exposure to Samsung-related hardware and financials. The fund added Swire Pacific for discounted assets and capital allocation, while exiting Wilmar International over Indonesian export controls and Emaar Properties over regional security risks. second quarter 2026 006400 $33B028260 $38BCHFHF