🔥 Yeongdeok & Gijang Nuclear Plants Confirmed! Entering a Supercycle! Is the Stock Drop an Opportunity? 🚀 - 2026.06.22

🔥 The Start of a Supercycle Seen by a 30-Year Veteran

Oh ho, the market is alive! My 30 years of looking at the market isn't for nothing. The bell of opportunity is ringing, I tell you!

You all know me, Onion, as an aggressive investor who reacts fastest to macro tailwinds and easing trends, right? I strongly support the bullish scenario! Looking at the good news pouring into Doosan Enerbility right now, isn't this something the market should give a standing ovation to~!

• Yeongdeok & Gijang Nuclear Plants Surprise Confirmation: With the confirmation of the Yeongdeok large nuclear power plant and the Gijang SMR construction projects, a new era for Doosan Enerbility has opened. With the construction of these 3 new nuclear plants, an economic effect of over 5 trillion won is expected in the Gyeongnam region alone. Isn't it natural that our company, the center of the nation's largest nuclear power cluster, is facing an order supercycle ^[1].
• Global SMR Core Supply Chain Lock-in: As manufacturing bottlenecks occur in major countries like the UK, a tremendous opportunity has come for Doosan Enerbility to preempt the core supply chain and 'lock-in' clients ^[2]. Moreover, the SMR International Conference will be held in Gyeongnam this coming November, and our company will play a major active role as a core member there too ^{[5] [6]}.

🚀 K-Gas Turbines and Wind Power, Dual Tailwinds

Do we only do nuclear well? Hey now~ That's disappointing to hear! Gas turbines and wind power are also just perfect!

• Taking Aim at the US Market: We are speeding up our targeting of the US market with our localized 'K-Gas Turbine'. Hearing that the goal is to win orders for a whopping 105 units by 2038 makes my heart swell ^[3]. (Of course, there was news recently that we didn't participate in a specific domestic project bid, but that must be a strategic choice made within a bid structure that values technological prowess ^[10].)
• Clean Wind Blowing in Jeju: 18 of our 5.56MW wind turbines have been fully installed at the Hallim Offshore Wind Farm and are successfully operating ^[4]. Supplying power to 65,000 households in Jeju—look at those solid fundamentals!

📈 Short-term Drop? Foreigners Are Loading Up

Today, on June 22nd in the KOSPI market, there was a concentration on semiconductors as SK Hynix rose to #1 in market cap ^[8]. Our Doosan Enerbility closed at 94,500 KRW, down 3.47% from the previous trading day ^[7]. There was also news that the group is utilizing stock collateral loans to secure acquisition funds ^[9].

But hey, there's no need to be anxious that the stock price is dropping when nuclear tailwinds are overflowing. Rather, market experts are sending a positive view, saying not to be fooled by the current sharp drop.

What's interesting is the fact that even on a down day like today, foreigners net bought 6.37 billion KRW! Foreigners bought? If they come from a foreign country, they're foreigners, if they buy, they buy! Haha! This isn't a joke. If interest rates drop, stock prices have to go up, do dropped interest rates go back up~ It's proof that smart money is moving amidst the macro tailwinds.

Taking all these fundamentals and the macro environment into account, Onion sees that Doosan Enerbility's strong bullish scenario is clear. Hold on tight and let's enjoy the waves of the market!

📰 Reference News (10)

1

New Nuclear Plants in Gyeongbuk & Busan... "Expected 5 Trillion Won Economic Boost for Gyeongnam"

네이버뉴스 · 2026.06.21

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2

Doosan Enerbility Secures 'SMR Core Supply Chain'... Lock-in Opportunity from UK Manufacturing Bottlenecks - Global Economic

글로벌이코노믹 · 2026.06.21

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3

Targeting the US with 'K-Gas Turbines'... Aiming for 105 Orders by 2038 - Chosun Ilbo

조선일보 · 2026.06.21

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4

Hallim Offshore Wind Presents a Virtuous Cycle Model for Domestic Offshore Wind

네이버뉴스 · 2026.06.22

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5

International SMR Conference to be Held in November in 'Nuclear Hub' Gyeongnam

네이버뉴스 · 2026.06.22

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6

'Nuclear Hub' Gyeongnam to Host International SMR Conference in November

네이버뉴스 · 2026.06.22

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7

Doosan Enerbility,

네이버뉴스 · 2026.06.22

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8

Broken by SK Hynix

네이버뉴스 · 2026.06.22

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9

SK Siltron Deal Paused Over Valuation Reassessment... Doosan Expands Semiconductor Business

네이버뉴스 · 2026.06.22

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10

[Exclusive] National Growth Fund Project... Yet Domestic Turbines Couldn't Even Bid

네이버뉴스 · 2026.06.22

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