Doosan Enerbility's stock price has surpassed the 30,000 won mark for the first time since June 2021. This is due to renewed expectations for performance centered on nuclear power generation and gas turbines.
Doosan Enerbility's shares traded at 30,350 won on the KOSPI market at 9:27 a.m. on the 18th. The stock price increased by 7.62% (2,150 won) compared to the previous day. This seems to have boosted investor sentiment based on performance expectations.
Doosan Enerbility presented a target order value of 10.7 trillion won for this year. This represents an increase of approximately 3.6 trillion won compared to last year's order volume. Many securities firms expressed the opinion that it could be achievable, considering orders for nuclear power plants in the Czech Republic, small modular reactors (SMRs), and gas turbines.
Heo Min-ho, a researcher at DAISHIN SECURITIES, noted, "This year, nuclear power plant bids are starting in the United Arab Emirates (UAE) and Saudi Arabia, and new large nuclear power plant orders from Westinghouse in the United States will lead to orders for major equipment from Doosan Enerbility."
Lee Min-jae, a researcher at NH Investment & Securities, also stated, "Investment in data centers is expanding across North America, Europe, and Asia, so expanding power generation facilities accordingly is essential," adding, "Doosan Enerbility, as a latecomer in gas turbines, has gained the opportunity to secure orders in North America and Europe, where standards are relatively strict."