🔥 Is the engine starting to escape the '60k Valuation Trap'? The nuclear power and SMR landscape is expanding! - 2026.07.21

Oh my, yesterday (July 20), when the KOSPI stumbled significantly, our Doosan Enerbility also dropped by 7.03%, falling to 64,800 won ^[6]. Many were likely worried, thinking, "Oh no, isn't this becoming a '60k Valuation Trap'?" But today (July 21), it bounced back by 2.78% to 66,600 won, giving us some breathing room ^[4]. From my 30 years of market experience, I've felt that this kind of volatility is just a ripple in a massive wave! 📈

🚀 Can you hear the sound of the nuclear and SMR board getting bigger?

Among experts, there is widespread talk that Doosan Enerbility will reap significant benefits from domestic new nuclear plant plans and expanded US investments ^[1]. In fact, some parts of the securities industry have put forward a very bold scenario suggesting that while the current stock price is in the 60,000 won range, if the turbine and nuclear businesses truly take off, it could reach 150,000 won ^[2]. Isn't the market applauding this? 🔥

In Gyeongsangnam-do, over 340 companies are being linked around Doosan Enerbility to build an SMR manufacturing ecosystem, showing tremendous resolve to evolve into an 'SMR Foundry' base ^[3]. From large-scale conventional plants to robust SMRs, the table is set quite lavishly. What we need to watch here is not just simple expectations, but the fact that an actual ecosystem is being created.

☕ The 'build-up' continues even overseas!

Our Doosan Enerbility doesn't just play domestically. We're hearing news that it participated as a design, procurement, and construction (EPC) partner in Vietnam's Ngai Son 2 and Bung An 2 private power generation projects ^[5]. It still shows its heavy presence in the overseas plant market.

Of course, some people are distressed hearing that the entire market shook and fell to less than half of its 52-week high ^[7], but masters like super retail investor Lee Jeong-yoon, a tax advisor, believe that unimaginable changes are coming soon and are highly valuing the worth of the nuclear focus ^[9]. Didn't I say that opportunities come after crises?

Although some top-tier investors have shifted their eyes to semiconductors and reduced their holdings in Doosan Enerbility ^[8], this is merely a short-term fund movement. It was quite impressive that foreigners bought net shares worth 35.44 billion won today, supporting the market.

📈 Onion's One-Line Macro Comment

The day when the nuclear business goes all out without any 'won'-less hesitation is not far away! Haha! Onion sees this rebound as the entrance to a huge macro cycle where the energy paradigm shifts. Instead of fluctuating emotionally over short-term prices, it's best to watch where the massive trend of nuclear power and SMRs is heading. That's it! ☕

📰 Reference News (8)

1

"Opportunity of a lifetime comes once in 18 years"... Best Analyst Picks for Oil Refining, Chemicals, and Food & Beverage

네이버뉴스 · 2026.07.21

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3

Gyeongsangnam-do Great Leap Forward Promotion Task Force Activated

네이버뉴스 · 2026.07.20

📰 View original

4

KOSPI Closes Above 6,700 Line... Up 3.56% on Semiconductor and Export Strength - SmartBiz

네이버뉴스 · 2026.07.21

📰 View original

5

Korea Midland Power to [Vietnam]

네이버뉴스 · 2026.07.21

📰 View original

6

KOSPI Plunges Despite Announcement of 'Samsung Electronics Nix Leverage ETF Supplementary Measures'... Barely Holding at 6,500

네이버뉴스 · 2026.07.20

📰 View original

7

Doosan Enerbility Stock Continues Weakness

네이버뉴스 · 2026.07.21

📰 View original

📺 Reference Videos (1)

9

YouTube

Halved Doosan Enerbility Will Soon Experience Unimaginable Events | Tax Advisor Lee Jeong-yoon Part 3

▶달란트투자·2026.07.20