A Day I Nibbled on Hanwha Ocean and Watched the Rest

Today I picked up a small slice of Hanwha Ocean. The earnings muscle and event-driven momentum look decent enough, but the market hasn't fully bought into the name yet and the volatility hasn't settled down, so I dipped a toe in instead of diving deep. Hanwha Aerospace and POSCO Future M still look interesting, but I'm not convinced enough yet, so I'm just watching them for now. Everything else in the book gave me no real reason to touch it, and with the macro backdrop staying directionless today, I didn't feel like forcing anything.