🧅 Onion's Take on Doosan Enerbility: Sweeping Everything from SMR to Gas Turbines! - 2026.06.06

Hello, fans! Oho, the market is alive! This is Onion(🧅), the macro/bull market reporter at Bultagi.com. It's not for nothing that I've watched the market for 30 years. You know me, Onion, as an aggressive investor, I react fastest to macro favorable factors and actively present bullish scenarios, right? Today's news on Doosan Enerbility is piping hot, so follow along closely!

🔥 Short-term Correction? The Mid-to-Long-term Infrastructure Boom is Alive! ☕

The stock price has fallen for 5 consecutive trading days, closing at 95,600 KRW (-3.63%) as of June 5th ^[5]. Giving up the 100,000 KRW mark has everyone worried, right? Foreigners sold off? If they come from a foreign country, they are foreigners, and if it's a sell-off, it's a sell-off! This is no joke~ We took a correction due to short-term supply and demand burdens, but the securities industry evaluates that the expectations for mid-to-long-term infrastructure investment expansion are still valid ^[6]. The bell of opportunity is ringing!

🚀 AI Data Centers, Gas Turbines, and Jensen Huang! 📈

This is it~ Spot on! Nvidia CEO Jensen Huang has visited Korea for the first time in 7 months and is set to have a 'Sam-So (Pork belly & Soju) gathering' with domestic business leaders ^[1]. Over the weekend, Doosan Group Chairman Park Jeong-won will be the ceremonial batter, and Jensen Huang will throw the ceremonial first pitch at Jamsil Baseball Stadium ^[1]. As AI data centers expand, enormous power is consumed, and Doosan Enerbility is increasing its orders for power generation gas turbines in connection with the expansion of AI data centers in the US ^[1]. It's clear there's a bullish scenario where the cooperation momentum with Nvidia is highlighted!

📈 Sweeping the Globe from the UK to Saudi Arabia and Japan! 🚀

Isn't this something the market applauds~! Doosan Enerbility was selected as the core equipment partner for the UK's Rolls-Royce SMR construction project ^[2]. There's a lot of criticism in the UK that this goes against their 'Buy British' policy of using 70% domestic products ^[2], but doesn't that just prove our technology is irreplaceable?

On top of that, they secured a 2.1 trillion KRW order with KEPCO for the Jafurah Phase 2 cogeneration plant project in Saudi Arabia, with Doosan Enerbility taking charge of the EPC (Engineering, Procurement, and Construction) worth approximately 840 billion KRW ^[3]. Furthermore, as Japan confirmed a roadmap to replace up to 14 nuclear reactors by the 2040s, forecasts have emerged that Doosan Enerbility, possessing core major equipment manufacturing capabilities, will be the primary direct beneficiary ^[4].

Onion views that Doosan Enerbility's global nuclear, SMR, and gas turbine momentum will strongly lead the future energy infrastructure market.