Doosan Enerbility (034020) is showing strength in intraday trading on the 26th. The stock is continuing its upward trend, helped by KB Securities' positive assessment of the company's prospects for new U.S. nuclear power projects and the potential expansion of its overseas order pipeline.

On the 26th, Doosan Enerbility is trading at 84,300 won, up 3,600 won from the previous trading day, a gain of approximately 4.46%.

KB Securities: "North American Nuclear Power Plants Are Only a Matter of Time"

On the 25th, KB Securities maintained a 'BUY' rating on Doosan Enerbility and set a target price of 140,000 won. Based on the previous day's closing price, the target price represents an upside of 91.8%.

KB Securities assessed that the materialization of the new U.S. nuclear power market is ultimately only a matter of time. The firm judged that as U.S. energy policy converges with expanding electricity demand, new nuclear power projects could proceed faster than expected.

Potential Orders for 10 U.S. and 3 Polish Nuclear Power Plants

In particular, KB Securities cited as a key investment point the fact that Doosan Enerbility holds a potential pipeline equivalent to 10 nuclear power plants for the United States and 3 for Poland. It analyzed that if these projects lead to actual orders and equipment contracts, they could have a significant impact on future earnings.

KB Securities forecast that from 2026, as major nuclear power equipment orders begin to be reflected in earnings in earnest, both revenue and operating profit are likely to improve. Since nuclear projects require considerable time from order to manufacturing and delivery, the timing of when new contracts translate into actual earnings is also cited as an important variable.

Expected Beneficiary of Expanding North American and European Nuclear Investment

Doosan Enerbility is also being evaluated on its order momentum in existing businesses such as gas turbines and power generation equipment, along with expectations of expanding domestic and overseas nuclear markets. In particular, analysts note that if nuclear investment continues to expand centered on North America and Europe, companies with the capacity to supply key equipment could see greater benefits.

[Stock prices can exhibit greatly expanded volatility depending on domestic and overseas market trends, industry supply and demand, corporate earnings and disclosures, raw material prices, and policy changes. Sharp short-term swings are possible depending on shifts in investor sentiment, so future direction should not be determined solely based on intraday movements. Please comprehensively check official disclosures, earnings, business progress, and market supply and demand. This article is not intended to recommend the purchase or sale of specific stocks or to guarantee investment returns. This article was written with AI assistance.]