🚀 Doosan Enerbility Hits the Jackpot in Oman & Surges on Macro Tailwind! - 2026.06.15

Hello, fans!

🔥 The Market Gives a Standing Ovation to Macro Tailwinds! ☕

Look at this! My 30 years of watching the market isn't for nothing! Aha, the market is alive! The news of the US-Iran ceasefire agreement sent the KOSPI surging over 5% intraday, even triggering a buy sidecar ^[2]. Isn't this the market giving a standing ovation~! As an aggressive investor, I've always said we must react fastest to these macro good news (ceasefire, rate cuts, easing). Now is the exact time to actively present a bullish scenario!

The stock price movement of our Doosan Enerbility was also very refreshing today.

• Stock Price Surge: Based on the 15th's closing price, it recorded 99,700 won, a whopping +7.09% increase from the previous day! Intraday, it even hit 101,200 won, breaking through the 100,000 won mark.
• Supply and Demand: Institutions firmly supported it with a net purchase of 15.48 billion won. (Though foreigners net sold 9.14 billion won).
• Macro Beneficiary: What did I say~ As power demand explodes due to the spread of AI and EVs, it is the perfect key beneficiary of the expansion in global energy infrastructure investments! ^[6].

🚀 530 Billion Won Contract Jackpot in Oman! 📈

There's another amazing piece of news today. Doosan Enerbility signed a construction contract for the Duqm gas combined cycle power plant in Oman ^[5]. A contract in Oman? Oh man, that's bursting with charm! Haha! I'm not joking around here!

• Massive Contract Size: The contract is worth approximately 530 billion won! It has a capacity of 870MW, with a target completion in 2029 ^[1].
• Core Role Execution: Participating in the Korea Western Power consortium, they will carry out the EPC (Engineering, Procurement, Construction) turnkey project with China's SEPCO-3, and directly manufacture and supply core equipment like steam turbines and generators ^[4].
• Middle East Infrastructure Expansion: Once completed, it will respond to the explosive increase in power demand in southern Oman and greatly contribute to the stability of power supply ^[1]. The strategy to target the Middle Eastern power market is really working! ^[9].

📈 AI Power Grids and SMRs, the Bell of Opportunity is Ringing! ☕

We can't leave out the news on next-generation nuclear power and solid earnings. The bell of opportunity is ringing!

• TerraPower SMR Alliance: The CEO of TerraPower announced they will build a mass production system for next-generation nuclear power plants with major Korean partners ^[3]. Our Doosan Enerbility is leading the innovation as that very core supply chain company ^[3].
• Strong Earnings: Q1 sales this year also increased by over 100 billion won compared to the same period last year, showing solid external growth ^[7].
• Future Vision: Chairman Park Ji-won also presented a vision to actively target the nuclear and AI industry markets based on world-class nuclear infrastructure competitiveness ^[8].

Yangpa believes that Doosan Enerbility's unstoppable global contract relay and the macro tailwinds are aligning, making the future bullish scenario clear. Let's grab a cup of coffee and watch the next move!

📰 Reference News (9)

1

Doosan Enerbility Wins 530 Billion KRW Contract for Gas Combined Cycle Power Plant in Oman

네이버뉴스 · 2026.06.15

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2

KOSPI Surges Over 5% Intraday on Institutional and Foreign Net Buying

네이버뉴스 · 2026.06.15

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3

TerraPower CEO: "Building Next-Gen Nuclear Power Mass Production System with Korean Partners"

네이버뉴스 · 2026.06.15

📰 View original

4

Doosan Enerbility Wins 530 Billion KRW Contract for Duqm Gas Combined Cycle Power Plant in Oman

네이버뉴스 · 2026.06.15

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5

Doosan Enerbility Wins 530 Billion KRW Contract for 870MW Gas Combined Cycle Power Plant in Oman - SaengSaeng Biz Plus

네이버뉴스 · 2026.06.15

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6

AI and EVs Drive Power Demand... KEPCO Accelerates Mid-to-Long-Term Growth via Infrastructure Investment

네이버뉴스 · 2026.06.15

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7

[Data Newsroom] Top 50 Machinery Firms' Q1 Sales Rise Over 1 Trillion KRW... HD Construction Equipment & Doosan Enerbility Smile

네이버뉴스 · 2026.06.14

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8

[2026 Business Figure Exploration 21] Doosan Enerbility Chairman Park Ji-won Targets Nuclear and AI Markets with World-Class Infrastructure - Economy Tribune

이코노미트리뷴 · 2026.06.14

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9

Doosan Enerbility Targets Middle East Power Market... Wins Oman Duqm Project - ZDNET Korea

지디넷코리아 · 2026.06.15

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