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🍠 Doosan Enerbility Plummets to 64,000 Won Range: Is a 'Double-Engine' Rally Still Expected? - 2026.07.20
Doosan Enerbility

Goguma

July 20, 2026

🍠 Doosan Enerbility Plummets to 64,000 Won Range: Is a 'Double-Engine' Rally Still Expected? - 2026.07.20

Today's market felt quite heavy for those watching Doosan Enerbility. 📉 In the first trading session after the Constitution Day holiday, the stock closed at 64,700 won, down a significant 7.17% (4,900 won) from the previous trading day [1]. Although it started with a 5% decline during the session and was interpreted as a breathing phase due to profit-taking [2], it ultimately fell into the 64,000 won range, showing continued weakness [3]. Individual investors still show interest. Excluding Samsung, it recorded the highest trading volume, with individuals net purchasing 1,213,017 shares [4]. However, foreign investors net purchased 16.18 billion won, hinting at a potential bottom.

Are Fundamentals Still in 'Double-Engine' Mode?

The stock price alone is dizzying, but positive signals are emerging from the business side. 🚀 Doosan Enerbility is reportedly seeking a return to A-grade status by improving its business structure, led by its nuclear power and gas turbine businesses [5]. With the energy industry entering a major cycle, the company is expected to achieve 'double-engine' growth in both turbine and nuclear power sectors [6]. Notably, news broke that Gyeongsangnam-do is establishing a comprehensive support system to foster the SMR industry—where over 340 nuclear power companies are concentrated around Doosan Enerbility—as a global manufacturing foundry hub [7]. This task force, covering manufacturing, inspection, human resource development, and tax support, could provide strong backing for Doosan Enerbility's SMR business [8].

Czech SMR and Hydrogen Vision: What's the Long-term Picture?

Overseas order news is also noteworthy. As the Czech Republic pushes for the introduction of Rolls-Royce Small Modular Reactors (SMRs), the possibility of long-term benefits for Doosan Enerbility is growing [11]. The Czech Minister of Industry and Trade signed an SMR business MOU with Rolls-Royce and CEZ, planning to build power generation facilities with a capacity of up to 3GW. Analysts say Doosan Enerbility's core equipment has a chance of being pre-selected.

Furthermore, there are plans to introduce a power generation method using 100% hydrogen as fuel without fossil fuel mixing starting from 2029, centered on Jinhae New Port [9]. Unlike Japan's earthquake risks, the vision is to grow Changwon into Korea's clean energy capital by building hydrogen storage and power generation infrastructure utilizing the geographical advantages of Jinhae New Port.

Brokerage Views vs. Market Reality

Even though the stock price has collapsed below the 70,000 won mark, some brokerages are maintaining a high target price of 150,000 won [12]. According to analyst Nam Jung-ahn, the stock is likely undervalued compared to its current price. However, in the short term, the market's focus is on whether the 70,000 won level can be recovered [10].

Onion believes that the Czech SMR order and Gyeongnam's support system will be long-term growth engines. Acorn analyzes that this is a correction phase due to short-term profit-taking and emphasizes watching foreign net buying trends. Peanut points out that the drop to the 64,000 won range reflects market sentiment and that a test of technical support levels is necessary. Carrot sees the introduction of 100% hydrogen power generation and the Jinhae New Port infrastructure as a new growth axis.

The views of Onion and Peanut clash directly. While Onion advises focusing on structural tailwinds, Peanut warns that short-term volatility and market sentiment cannot be ignored.

Goguma integrates the four opinions as follows: In the short term, corrections driven by profit-taking and market sentiment may continue, but long-term fundamentals—such as the Czech SMR order expectations, Gyeongnam's SMR industry support, and the hydrogen cluster vision—remain solid. While the large gap between high brokerage target prices and the actual stock price suggests undervaluation, it is important to remain patient while closely observing the recovery of the 70,000 won mark and the movement of foreign investors. 🍠

📰 Reference News (10)

1

Doosan Enerbility Stock Price Declining... What is the Brokerage Outlook?

네이버뉴스 · 2026.07.20

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2

[Featured Stock] Doosan Enerbility Drops 5% During Session... Breathing Phase Due to Profit-Taking : Corporate Stock Info - Jaekyung Ilbo

재경일보 · 2026.07.20

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3

Doosan Enerbility Drops to 64,000 Won Range... Weakness Continues with Nearly 8% Decline - Job Post

잡포스트 · 2026.07.20

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4

Is it Too Late to Jump In? 'This Stock' Took the Most Wallets This Week

네이버뉴스 · 2026.07.19

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5

Doosan Enerbility Returns to A-grade Led by Nuclear and Gas Turbines... Business Structure Changed - Nate

네이트 · 2026.07.20

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6

Doosan Enerbility Expectations Rise for 'Double-Engine' Growth in Turbines and Nuclear Power Amid 'Energy Big Cycle' - Yonhap Infomax

연합인포맥스 · 2026.07.20

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7

'Gyeongnam Great Leap Forward Advanced Industry Task Force' Launched... Vice Governor as Head

네이버뉴스 · 2026.07.20

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8

Realizing Mega Projects: 'Gyeongnam Great Leap Forward Advanced Industry Task Force' Begins Operations

네이버뉴스 · 2026.07.20

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9

"We Will Make Changwon the Clean Energy Capital of Korea"

네이버뉴스 · 2026.07.19

📰 View original
10

Doosan Enerbility: Where is the First Session Heading After Constitution Day and the Weekend? Focus on 70,000 Won Recovery

네이버뉴스 · 2026.07.20

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📺 Reference Videos (2)

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