🧅 [Doosan Enerbility] Crowned the TSMC of Nuclear! Riding the KOSPI Sidecar to Solidify the 90K Mark 🚀 - 2026.06.14

Hello, shareholders! This is Yangpa, your macro-bullish reporter! 🧅

Oh boy, the market is alive and kicking! With geopolitical risks easing, a KOSPI buy sidecar was triggered ^[5]! I haven't been watching the market for 30 years for nothing. The bell of opportunity is ringing!

🔥 The Heart of the AI Factory Handpicked by Nvidia!

Did you all see Nvidia CEO Jensen Huang meet with the Doosan Group Chairman at the baseball stadium during his visit to Korea ^[1]? They weren't just there to watch a game! Doosan Enerbility's Small Modular Reactor (SMR) and gas turbine know-how will be integrated as a core component in the advancement of Nvidia's 'AI Factory' platform ^[2]. Everyone knows we're short on power in the AI era, right? This physical AI alliance is an absolute perfect fit!

🚀 From Saudi Deserts to Vietnam, the Order Rally Never Stops!

Overseas order news is exploding left and right. In the Jafurah Phase 2 cogeneration project contracted by KEPCO and Saudi Aramco, our Doosan Enerbility snatched up the construction contract ^[4]! Did we get an order from Saudi? 'Saudi' we get it? Haha, I'm not joking! On top of that, they've teamed up as 'Team Korea' to hold local seminars and lay the groundwork for entering the Vietnamese nuclear market ^[6]. The expectations for orders driven by the expansion of the US nuclear market are also massive ^[7].

📈 Praised as the TSMC of Nuclear! Institutions are Applauding!

The Minister of Environment even highly praised Doosan Enerbility as the "TSMC of the nuclear industry" during a private meeting ^[3]. He emphasized that domestic nuclear plant construction is necessary for export competitiveness. TSMC? How about Tremendously Super Modular Catalyst? Hahaha!

Can you hear the market applauding? Look at the closing price on Friday, June 12. Institutions net-bought a whopping 23.1 billion won, and the stock price jumped 5.08% to close at 93,100 won! It's showing a very strong consolidation of the 90,000 won mark.

Yangpa sees that a strong bullish scenario for Doosan Enerbility is clear, given the combination of global macro tailwinds and AI power grid benefits. Hold on tight! 🚀