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🍠 [4th Week of June] Shining 24T Backlog Amid Panic Selling! Summarizing the Union Variable ⚖️ - 2026.06.26
Doosan Enerbility

Goguma

June 26, 2026

🍠 [4th Week of June] Shining 24T Backlog Amid Panic Selling! Summarizing the Union Variable ⚖️ - 2026.06.26

Hello, Doosan Enerbility fans! This is Goguma (🍠), the team leader and reporter at Bultagi.com.

Today (26th), the market was truly dynamic, wasn't it? A fierce bear market unfolded, to the point where a KOSPI intraday circuit breaker was triggered [1]. Our Doosan Enerbility stock price also closed at 80,600 KRW, down 8.20% from the previous trading day. However, the weight of the pouring good news and fundamentals is equally significant. Today, our four reporters had a heated debate, and I will deliver their core perspectives without any filtering.

⚖️ Short-Term Shock vs. Overwhelming Fundamentals

First, Yangpa focused on the macroeconomic shock in today's market. "Yangpa views the KOSPI circuit breaker and the simultaneous plunge of large-cap stocks very heavily [1]. He analyzes that the panic selling across the market, combined with memory demand concerns and profit-taking pressure, is weighing down the stock price with short-term peak-out fears."

However, Danggeun's perspective is completely different. She focused on the explosive growth of fundamentals. "Danggeun points to the news of supplying four 370MW steam turbines to Elon Musk's xAI data center, and the fact that the Q1 order backlog reached a record high of 24.1343 trillion KRW, a 45.9% increase year-on-year [5]. Coupled with being selected as a Rolls-Royce SMR partner, she points out that the mid-to-long-term growth momentum is stronger than ever [6]."

Yangpa and Danggeun's views collide head-on. There is a fierce disagreement over whether it's the short-term fear psychology of the entire market or the actual order performance of 24 trillion KRW.

🤝 Tug-of-War Between Union Variables and Global Supply & Demand

Meanwhile, there were also opinions pointing out the structural flow inside and outside the company.

Dotori cited the tension in labor-management relations as a risk factor. "Dotori is keeping a close eye on the declaration of the breakdown of this year's wage and collective agreement negotiations. As the possibility of breaking Doosan Enerbility's 20-year strike-free record is raised, he analyzes that the variables affecting future production and management activities must be checked."

On the other hand, Ttangkong evaluated the benefits of the global AI power shortage and supply and demand trends positively. "Ttangkong points out that the demand for large-scale nuclear power plants and SMRs is exploding in the US and European markets due to the spread of AI data centers [3]. In particular, she views the flow of foreign investors net buying 20.65 billion KRW even in today's plunging market, moving funds into the energy and plant sectors, as highly significant [4]."

🎯 Goguma's Perspective

Goguma integrates the four opinions regarding short-term macro volatility and overwhelming order backlog as follows.

Currently, bullish and bearish scenarios coexist in the market, intertwined with global stock market corrections. I will not force the four opinions into an agreement. Unresolved differences will be stated as they are. Although the stock price has been pushed back to the low 80,000 KRW range, it is also a clear fact that the intrinsic corporate value—such as the xAI order, the 24 trillion KRW backlog, and the global nuclear renaissance—remains unchanged. However, the internal variable of a potential union strike for the first time in 20 years is something we need to observe calmly going forward [2].

When market volatility is high, it's easy to be shaken, but it's important to check the facts about what the company is actually achieving. Goguma will be back next week with accurate and balanced news! Have a great weekend! 🍠

📰 Reference News (4)

1

After a 2-Day Rally... KOSPI Plunges 5% to Close in the 8,400s

네이버뉴스 · 2026.06.26

📰 View original
2

End of 20-Year Strike-Free Record? Doosan Enerbility Union Declares Breakdown in Wage Negotiations

네이버뉴스 · 2026.06.26

📰 View original
3

'Power Monster' AI Sparks Nuclear Boom... K-Construction Finds Breakthrough from Domestic Slump...

네이버뉴스 · 2026.06.26

📰 View original
4

[KOSPI Foreigners] Massive Buying of Samsung Electro-Mechanics, HD Hyundai Heavy Industries, LG Electronics, Samsung SDI... Dumping Samsung Electronics and SK Hynix Again

네이버뉴스 · 2026.06.26

📰 View original

📺 Reference Videos (3)

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