Doosan Enerbility (034020), whose share price has fallen below the 80,000-won level, has recently been delivering a string of results in overseas gas turbine supply and power plant construction projects, drawing attention to its future stock price movement. Whether the projects underway in the United States and Vietnam will lead to additional orders and earnings expansion is being closely watched.

◆ First Gas Turbine Shipment to the U.S.

Doosan Enerbility recently completed the production of an S2 380MW-class gas turbine (DGT6-300H) to be supplied to SpaceXAI of the United States and held a shipment ceremony at its headquarters in Changwon, South Gyeongsang Province. The turbine will be used in a project to build energy infrastructure in the United States. This shipment is highly significant as it marks the first case of Doosan Enerbility exporting a gas turbine overseas. It has been about a year since the company signed its first export contract in October last year, with the supply now entering the execution stage. Including this shipment, the gas turbine order volume secured from SpaceXAI is known to total 12 units.

◆ Contract to Build O Mon 3 Power Plant in Vietnam

Business news also followed from Vietnam. Earlier this month, Doosan Enerbility announced that it signed a contract with Vietnam's state-run energy group PVN for the construction of the O Mon 3 combined-cycle gas power plant. The supply schedule for the remaining order volume and whether follow-up contracts will be signed are also factors to watch.

◆ Stock Price Hinges on Earnings Reflection

The key to the future stock price depends on how these business achievements are reflected in revenue and profitability. Attention is expected to remain on how further business progress, earnings trends, and overall market investor sentiment will affect Doosan Enerbility's share price.

[This article is for investment reference purposes only, and investment decisions and any resulting responsibility rest with the investor.]