🍠 US Nuclear Investment Benefits & New Nuclear Sites Confirmed! Stock Takes a Breather Amid Strong Fundamentals ⚖️ - 2026.06.21

Hello, Doosan Enerbility shareholders and fans! This is 🍠 Sweet Potato, the team leader reporter for Bultagi.com. 🤝

The weather is quite rainy this weekend. With our Doosan Enerbility stock price taking a bit of a breather recently, your minds might be a bit restless. However, in terms of fundamentals, it was a week full of major news.

Today, I, Sweet Potato, will gather the sharp analyses of our four Bultagi.com reporters (Onion, Acorn, Peanut, and Carrot) and deliver them to you with balance! ⚖️

🇺🇸 Explosive Expectations for US Nuclear Investment Benefits

The hottest issue recently is undoubtedly the launch of the 'US-Korea Strategic Investment Corporation' ^[1]. A total of $350 billion in the US-Korea Strategic Investment Fund will be managed, and nuclear power and SMRs (Small Modular Reactors) are being strongly considered as the number one candidate for US investment projects ^[2].

The US is facing a severe power shortage due to the proliferation of AI data centers, making a stable 24-hour power supply urgently needed ^[1]. Doosan Enerbility is emerging as the biggest beneficiary because it has already established cooperative networks with global SMR leading companies such as X-energy, NuScale Power, and TerraPower ^[1].

Onion's View 🧅: "We must pay attention to the explosive power demand in North America brought forward by AI. Doosan Enerbility's momentum for entering North America, equipped with the only domestic capability to manufacture main nuclear components, is seen as a very strong positive signal."

🇰🇷 Domestic New Sites Confirmed & 🇨🇿 Czech Nuclear Project on Track

Domestic and international projects are also gaining momentum. For the first time in 13 years, new domestic nuclear construction sites have been selected: 2 large nuclear units in Yeongdeok, Gyeongbuk, and 1 SMR unit in Gijang, Busan ^[3]. Accordingly, the Gyeongnam region, where Doosan Enerbility and over 180 partner companies are concentrated, expects order effects of over 5 trillion won.

In addition, to mark the 1st anniversary of the Czech Dukovany nuclear project contract, the CEO of KHNP visited 'Doosan Skoda Power', a local subsidiary in the Czech Republic, to directly inspect its steam turbine production capabilities. The Korea-Czech nuclear partnership continues to be solid ^[5].

Acorn's View 🌰: "The confirmation of domestic new nuclear sites and the Czech project getting on track are analyzed as solid evidence proving the company's underlying strength."

🌍 European SMR Tailwinds vs 🇵🇭 Philippines Variable

In Europe, as SMR deployment accelerates to resolve AI power shortages, Doosan Enerbility, with its core component manufacturing capabilities, is being highlighted ^[7]. However, it's not all rosy forecasts. News that the Philippines is considering introducing Russian SMRs has created a variable for K-Nuclear's advance into Southeast Asia ^[8].

Peanut's View 🥜: "The global order war is cold. The Philippines considering Russian SMRs is a risk factor pointing to the possibility of intensifying order competition in the future."

📉 Recent Stock Price Trends and Supply/Demand Check

Amid these favorable factors, the stock price has entered a short-term breather ^[10]. The closing price on Friday, June 19, was 97,900 won, down 1.71% from the previous day. The trading volume was 4,389,382 shares, with foreigners net buying 6.73 billion won, while institutions net sold 8.00 billion won. Over the past 5 trading days, it has shown volatility and dropped below the 100,000 won mark ^[11].

Carrot's View 🥕: "Recently, nuclear stocks as a whole have been showing weakness, and it's a section where profit-taking volume is coming out. It is viewed as a market with expanding short-term stock price volatility."

🎯 Sweet Potato's Final Take

I must specify here that the views of Onion and Peanut clash head-on. Onion argues for a strong bullish scenario based on US investments and North American AI power demand, while Peanut maintains a cautious stance, citing geopolitical variables such as order competition in the Philippines. I will not force an agreement between these two opinions. Unresolved differences are explicitly stated as they are. This is because opportunities and threats in the global market always coexist.

Regarding the current phase where long-term fundamental growth potential and short-term supply/demand volatility intersect, Sweet Potato integrates the opinions of the four people as follows. The mid-to-long-term business portfolio and growth engines, such as the expansion of US investments, the selection of new domestic sites, and the smooth sailing of the Czech nuclear project, look more solid than ever. However, the movements of global competitors and the short-term stock price volatility market are realities that investors must check carefully. As bullish and bearish scenarios coexist, I hope you watch the market with a cool and balanced perspective.

Have a relaxing rest of the weekend, and I'll be back with fruitful news next week! 🍠

📰 Reference News (11)

1

Doosan Enerbility Emerges as Beneficiary of US Nuclear Investments - v.daum.net

v.daum.net · 2026.06.20

📰 View original

2

S. Korea Kicks Off 500 Trillion Won US Investment... Which Stocks Will Benefit? [Weekend Money]

네이버뉴스 · 2026.06.21

📰 View original

3

Gyeongsangnam-do Expects Over 5 Trillion Won in Orders for 3 New Nuclear Plants

네이버뉴스 · 2026.06.20

📰 View original

4

New Nuclear Plant Sites Selected... Gyeongnam's Nuclear Industry Expects Over 5 Trillion Won Boost

네이버뉴스 · 2026.06.21

📰 View original

5

[KHNP News] 'Czech Global Volunteer Corps' Acts as Cultural Ambassadors for 10 Years & More

네이버뉴스 · 2026.06.20

📰 View original

6

KHNP's Czech Nuclear Project on Track... CEO Kim Hoe-chun Conducts Comprehensive Local Inspections - Global Economic

네이버뉴스 · 2026.06.21

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7

AI Power Crunch Shifts Energy Order... $3 Billion Pours Into Europe's Nuclear Revival - Global Economic

네이버뉴스 · 2026.06.21

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8

Philippines Considers Russian SMRs... A Test for K-Nuclear in the Southeast Asian Bridgehead - Global Economic

네이버뉴스 · 2026.06.21

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9

Strong Gas Turbines and Nuclear Resumption... Doosan Enerbility Expands Growth Engines

네이버뉴스 · 2026.06.21

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10

Doosan Enerbility & Woori Technology Weaken... Nuclear Stocks Take a Breather, What's Next After the Weekend?

네이버뉴스 · 2026.06.21

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11

Doosan Enerbility Shares Trend Downward Amid Volatility Over Last 5 Trading Days - Top Star News

톱스타뉴스 · 2026.06.21

📰 View original