Doosan Enerbility (034020) is showing an intraday rise in the 1% range. Market attention is growing as a securities firm analysis suggested that the expansion of U.S. nuclear power plant construction and increased production capacity for small modular reactors (SMRs) could lead to expanded new orders and strengthened growth going forward.

During intraday trading on the 30th, Doosan Enerbility was up 1.76%, trading at 81,100 won, a rise of 1,400 won.

iM Securities focused on the possibility that as investment projects in the U.S. become tangible, the increase in new orders driven by expanded nuclear power plant construction in the United States could accelerate further. In particular, the firm analyzed that if nuclear power projects materialize centered on the U.S., Doosan Enerbility's nuclear-related order base could expand significantly. It also noted that the potential for a revaluation of the company's value should be examined as the sustainability of nuclear order growth increases.

The SMR business was also cited as a key growth driver. iM Securities analyzed that if Doosan Enerbility's expansion of SMR production capacity (CAPA) connects to actual order growth, its growth could accelerate further.

Doosan Enerbility is pursuing business expansion not only in large-scale nuclear power plants but also in next-generation nuclear fields such as SMRs. The progress of orders and contract awards for overseas nuclear projects, including those in the U.S., is expected to act as a key variable for the stock's trajectory.

However, since the nuclear power business involves large-scale projects and requires considerable time from order receipt to actual revenue recognition, it is necessary to also confirm the specific award schedules and contract sizes of individual projects.

With Doosan Enerbility maintaining the 80,000-won level, the market is watching whether expectations of expanded U.S. nuclear investment and SMR capacity expansion will translate into actual new orders.

[This article is an informational piece based on publicly available corporate materials, securities firm analyses, and market data. It does not guarantee the rise or fall of any specific stock or recommend buying or selling. Securities firms' target prices and earnings forecasts may change depending on market conditions, and responsibility for losses from investment lies with the investor. AI was used for some sentences and data compilation.]