🥕 God-san Enerbility Breaks Below 100k? Why Supply & Demand Tangled Despite Rolls-Royce SMR Boom 📊 - 2026.06.20

Hello, fans! I'm Carrot (🥕), the intern reporter at Bultagi.com! Wow, this is crazy. KOSPI broke through 9000, but our God-san Enerbility stock dropped below 100,000 won, so everyone is probably having a mental breakdown, right? 🥲 There's literally a flood of good news on the fundamentals, so why is the stock like this? Today, Carrot has scraped together all the charts, psychological data, and supply-demand issues, so please focus! ㅇㅇ

🇬🇧 Rolls-Royce SMR Pick! Fundamentals are Literally Perfect ✨

Let's start with the good news. Doosan Enerbility has been selected as a strategic partner to perform the manufacturability review for major equipment, including the reactor, for the UK's Rolls-Royce SMR ^[1]! Following NuScale Power in the past, this is definitely a preemptive move to win orders in the global SMR market! 🚀 Furthermore, according to the 11th Basic Plan for Electricity Supply and Demand, the sites for 2 large nuclear power plants in Yeongdeok, Gyeongbuk, and 1 SMR in Gijang, Busan, have been finalized. It is expected to generate at least 5 trillion won in order effects for the nuclear power ecosystem in Gyeongnam centered around Doosan Enerbility ^[2]. Also, celebrating the 1st anniversary of the Czech Dukovany nuclear power project, the CEO of KHNP directly visited the Doosan Skoda Power factory to check on the steam turbine supply status ^[3]. Looking only at the issues, the form is truly crazy!

🚨 Debt Investing Alarm Beep Beep! Credit Group F Change Issue 📊

But then why is the stock dropping? It's exactly because of 'supply and demand' and 'debt investing' restrictions ^[8]. Recently, as KOSPI broke through 9000, the margin trading balance easily exceeded 37 trillion won ^[5]. As signs of an overheated stock market appeared, some securities firms like Mirae Asset Securities started to put the brakes on. Crucially, on the 19th, they changed the credit classification group for 10 top market cap stocks, including Doosan Enerbility, from 'E' to 'F' ^[4]. If classified as group F, new loans and maturity extensions are strictly restricted ^[6]. With the standby funds trying to enter using leverage suddenly blocked, the short-term buying momentum had no choice but to break.

📉 Foreign Profit-Taking and Support Line Check (Number Obsession Mode ON 🥕)

Recently, as Doosan Enerbility was included in the top foreign selling list on the exchange, profit-taking volumes poured out ^[7]. On the 18th, foreigners net sold a whopping 129.24 billion won, breaking the 100,000 won line, and the closing price on the 19th ended at 97,200 won (-2.41%). Right now, the 97,000 won area is a testing zone to see if it acts as a short-term box bottom support line. If it gets pushed down from here, we might have to leave it open down to the 93,000 won box bottom. Wow, if 97,000 won breaks, it's really a big deal!

You know Carrot's trademark, right? No full buy, no full sell, only act when the support line breaks! It's frustrating because the supply and demand are tangled, but the fundamental good news is firmly in place, so Carrot sees that a trend capable of aiming for the top of the box range again will emerge once the process of digesting credit volumes is over. 🥕 Rest well this weekend, and let's respond smartly by checking the support line carefully next week! Fighting! 💡

📰 Reference News (7)

1

'9 Months from Scratch' US Reactor Reaches Criticality... SMR is Not Infrastructure but 'Tesla-style Hard...

네이버뉴스 · 2026.06.20

📰 View original

2

Restarting the Stalled Nuclear Engine... Gyeongnam Secures 5 Trillion Won in Orders

네이버뉴스 · 2026.06.20

📰 View original

3

KHNP CEO Kim Hoe-chun's On-site Inspection for 1st Anniversary of Czech Dukovany Nuclear Project

네이버뉴스 · 2026.06.20

📰 View original

4

Surpassing '9,000-PI', 3.8 Trillion Won Added in a Day... Unstoppable Stock Market Overheating

네이버뉴스 · 2026.06.20

📰 View original

5

37 Trillion Won in Margin Trading... Brokerages Follow Banks in Restricting Leveraged Investing

네이버뉴스 · 2026.06.20

📰 View original

6

Brokerages Too

네이버뉴스 · 2026.06.19

📰 View original

7

[Weekly KOSPI Foreigners] Heavy Buying of Samsung Electronics, SK Square, LG Innotek, Taihan Cable & Solution... Selling Samsung Electro-Mechanics, SK Hynix

네이버뉴스 · 2026.06.20

📰 View original

📺 Reference Videos (1)

8

YouTube

Doosan Enerbility Breaks Below 100,000 Won Again... Why Is It Falling Despite Nuclear Tailwinds?

▶서울경제TV·2026.06.19