SK Oceanplant (100090) Stock Outlook 2026: Offshore Wind Foundations and the SK Balance-Sheet Lever
SK Oceanplant (100090, formerly Samkang M&T) stock outlook for 2026. A qualitative deep dive into offshore wind foundation orders (jackets and monopiles), the heavy steel pipe and shipbuilding block businesses, the financial backing that came with joining SK Ecoplant, and the real risks: lumpy orders, project and interest-rate sensitivity, steel prices, and the early-stage losses of a heavy CAPEX build-out.