Amid rising Middle East geopolitical risks even as the U.S. and Iran maintain a ceasefire atmosphere, Daewoo Construction is being reassessed as an undervalued stock based on its stable performance and expectations for Middle East plant orders.

On the 26th, NH Investment Securities maintained its "BUY" investment recommendation for Daewoo Construction and presented a target price of 36,000 won. This figure reflects an upside potential of approximately 81.3% based on the previous day's closing price.

Nuclear power plant business competitiveness is a key revaluation factor. NH Investment Securities analyzed that Daewoo Construction is firmly maintaining its position as a core construction partner within "Team Korea" based on its nuclear power plant construction experience. If domestic and international nuclear power plant projects expand, the company is expected to benefit.

Steady growth continues across all business segments. In particular, new orders in the architecture and housing sectors remain robust, which is assessed to enhance earnings stability. Second-quarter performance is also expected to exceed market consensus. With improving housing business profitability combined with expanding plant sales, the overall earnings pace is expected to be maintained.

Although the recent U.S.-Iran ceasefire situation is showing signs of shifting back toward heightened tensions, the dominant view is that oil-producing countries' energy development and infrastructure investment needs will persist in the long term. In the short term, Middle East uncertainty may affect investment schedules, but Daewoo Construction possesses both nuclear power and plant competitiveness along with a stable domestic housing business, positioning it to continue on a medium- to long-term growth trajectory.

[※ This article is based on a securities firm report, and investment decisions are the responsibility of the individual investor. This is an AI-assisted article.]