Carrot
June 28, 2026
🥕 UK SMR Jackpot! But What About the 80k Support Line? 📊 - 2026.06.28
Hey trendsetters! It's Carrot(🥕), the intern reporter specializing in charts and psychology at Bultagi.com! Doosan Enerbility shareholders, your hearts must have been racing this week, right? It was a fr fr dynamic week. Let me, Carrot, who obsessively checks the numbers, dig into everything from charts to issues!
📊 Chart & Flow: Operation Defend '80k-bility'
The semiconductor rally is insane lately, right? Because of that extreme concentration, our Doosan Enerbility was pushed out of the KOSPI Top 10 market cap [4]. Many shareholders probably panicked when the 90,000 won line broke [10]. As of the closing on June 26, it dropped a whopping 7.63% to close at 81,100 won. The trading volume exploded to 4,768,842 shares!
But you know what's interesting? Foreigners net-bought 20.65 billion won! Institutions did net-sell 7.17 billion won, though. With domestic nuclear stocks generally showing weakness [5], whether we can defend this low-80,000 won support line, aka '80k-bility', is the real key right now [6].
💡 SMR Momentum is Insane! Solid Fundamentals
Even if the stock price shakes, the core business is absolutely flawless. Over 60% of total revenue comes from the nuclear sector [9], and UK's Rolls-Royce picked Doosan as their strategic partner for manufacturing key components for 3 SMRs! [1]. On top of that, they invested about 215 billion won ($140 million) in NuScale Power, a major beneficiary of the AI power shortage, securing Tier 1 supply chain rights [3].
Wind power is also working hard! They already commercialized the 8MW offshore wind turbine and are co-developing a 14MW one with Siemens Gamesa [7]. They're also smartly preparing for overseas expansion with KOMIPO through the 'Biz Sherpa' platform [8].
⚠️ Union Strike Risk Check
But there's one issue to be tense about. Labor-management negotiations broke down, leading to the first strike crisis in 20 years T.T [2]. The union plans to apply for dispute mediation with the National Labor Relations Commission next month on July 3 [2]. We definitely need to watch how this noise affects investor sentiment along with the chart's support lines.
🥕 Carrot's Signature View
Despite solid bases like the 24 trillion won order backlog and SMR catalysts like the Rolls-Royce partnership, the stock price is being suppressed due to the market's supply and demand concentration. Carrot views this as a true box-range bottom test phase where fundamentals and market psychology are clashing fiercely.
You know my trademark, right? No full buy, no full sell, act only when the support line breaks! Let's watch the market smartly while checking the 80k won support battle and the July 3 union mediation issue! I'll be back with more fun news next week! ✨
📰 Reference News (9)
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