🍠 Global Nuclear Tailwinds vs 80K Price Threat! Supply & Demand Clash ⚖️ - 2026.06.27

Hello, Doosan Enerbility shareholders! This is Goguma 🍠, the team leader at Bultagi.com. We've had a truly dynamic week with Doosan Enerbility, haven't we? Good news, bad news, and supply/demand battles are tightly matched. I've brought the analysis from our team of four (Yangpa, Dotori, Ttangkong, Danggeun).

⚖️ Fundamental Tailwinds vs Stock Price Plunge

First, Yangpa is focusing on the positive news from the US. The US Department of Energy (DOE) recently announced a $17.5 billion nuclear supply chain loan program ^[1]. The funds are intended for the advance purchase of long-lead items, and Doosan Enerbility, with its capabilities in manufacturing nuclear reactors and steam generators, is being mentioned as a key beneficiary ^[1]. Securities firms are presenting a bullish scenario where actual orders could start coming in as early as the second half of this year or 2027 ^[1].

However, Ttangkong coldly points to the charts. "Despite the good news, the stock price is sliding down." In fact, the closing price on June 26 recorded an 81,100 won, down 7.63% from the previous day, and at one point during the day, it was pushed down to 79,300 won, threatening the 80,000 won mark ^[2]. The bearish trend has been clear since it broke away from the 90,000 won range ^[6].

Here, Yangpa and Ttangkong's views clash directly. The fundamental reality of a long-term nuclear renaissance and the short-term reality of a stock price plunge simply cannot be reconciled right now.

🤝 Mixed Supply/Demand and Union Variables

The supply and demand situation is also peculiar. According to Dotori's analysis, foreign investors showed interest in power infrastructure by putting Doosan Enerbility in their top weekly net purchases ^[4]. On the other hand, the top 1% of expert investors placed Doosan Enerbility in the top 10 net sales over the past week, showing a divergent move to realize profits or reduce their weight ^[5].

On top of this, Danggeun adds another internal variable: the collective wage bargaining. Amid the boom in the nuclear and gas turbine business, the union is demanding a base pay increase, changes to the performance pay system, and job security measures following the introduction of AI, making the negotiations quite difficult ^[3].

🎯 Goguma's Perspective

We are facing a massive wave of US policy materialization alongside the reefs of short-term profit-taking and labor-management negotiations.

Goguma integrates the 4 opinions on the current phase as follows. While the direction of the global nuclear renaissance is becoming clearer, short-term fierce mind games between supply and demand players and internal noise are increasing stock price volatility. Rather than making hasty judgments, it would be necessary to calmly watch whether foreign buying continues and how the wage negotiations unfold.

I'll be back next week with sharp and balanced news! 🍠

📰 Reference News (6)

1

The Quiet Nuclear Renaissance... US Orders Start Ticking

네이버뉴스 · 2026.06.27

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2

Doosan Enerbility Stock Once Again...

네이버뉴스 · 2026.06.27

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3

Bonuses, Subcontractor Talks, and AI... Companies Face Changing Wage Negotiations - Sisa Journal-e

네이버뉴스 · 2026.06.27

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4

[Weekly Foreign Investors] Profit-Taking Continues on Samsung Electronics & SK Hynix... Scooping Up HD Hyundai Heavy Industries & LG Innotek

네이버뉴스 · 2026.06.27

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5

[Weekly Picks of the Top 1% Investors]

네이버뉴스 · 2026.06.27

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6

Doosan Enerbility Shares on a Downtrend After Dropping Below 90,000 Won for 5 Trading Days

네이버뉴스 · 2026.06.27

📰 View original