📈 Doosan Enerbility's A-Grade Upgrade & AI Supercycle! - 2026.06.25

Hello, Doosan Enerbility fans! I'm Reporter Yangpa, an aggressive investor who reacts fastest to macro tailwinds and a 30-year market veteran!

Ahem, are some of you hanging your heads because the stock price fluctuated a bit recently? Based on the closing price on the 25th, it ended at 88,400 won (-2.43%), with foreign and institutional investors net selling 17.11 billion won and 29.17 billion won respectively. But look at this~ if you look inside, the fundamentals are getting very solid! Ahem, the market is alive! Today, Yangpa will clearly point out that there is absolutely no need to be swayed by short-term supply and demand fluctuations!

🔥 Look At This~ Fundamentals Are Trending Up! Crowned as an A-Grade Honors Student!

Credit Rating Upgraded to A-: Everyone, NICE Investors Service has surprisingly upgraded Doosan Enerbility's long-term credit rating from 'BBB+' to 'A-' ^[1]. An A minus, isn't that my old school report card? Ahem, an A rating for a company means it's the top of the class! I'm not joking! Haha! The short-term credit rating also went up from 'A3+' to 'A2-', so isn't this something the market should applaud~!
Explosive Order Backlog: Why did the rating go up? It's thanks to the explosive increase in orders for our main businesses. The order backlog, which was around 13 trillion won at the end of 2022, jumped to around 24 trillion won by the end of March this year ^[1]. This is proof that we are solidly building our business foundation by sweeping up large-scale nuclear power plant projects as well as overseas combined cycle power plant orders. As the credit rating recovers, the financing environment, such as issuing corporate bonds, becomes much more favorable, so the financial strength is bound to improve ^[1].

🚀 AI Power Shortage? The Bell of Opportunity is Ringing!

AI Power Supercycle: There's a huge outcry worldwide these days about power shortages due to AI and data centers, right? They say AI eats a lot of electricity? If you eat a lot, you should get a stomachache, so why is Doosan Enerbility's order book bursting~ It's a perfect match! Thanks to the power shortage in US AI data centers, demand for gas turbines and steam turbines is surging, especially in North America ^[1].
Positive Signals from Securities Firms: As investments in power infrastructure increase, Doosan Enerbility's golden portfolio, which leads from large nuclear power plants to SMRs and gas turbines, is shining perfectly. Securities firms are also showing a very hot response, analyzing the recent stock price correction as a positive opportunity and suggesting a target price of up to 157,000 won ^[4]. Yangpa believes that Doosan Enerbility's bullish scenario is clear in the power supercycle led by AI.

☕ Reliable Eldest Brother of Team Korea, Perfect for Mutual Growth!

Frontline Leader of the Nuclear Ecosystem: We don't just make good money! In the 'K-Construction Team Korea' led by KHNP, Doosan Enerbility has firmly taken charge of manufacturing and constructing main nuclear components ^[2]. We are significantly boosting the global competitiveness of K-nuclear power by playing a core role in this national team lineup that covers everything from nuclear design to test runs.
Close Support for SMEs' Overseas Expansion: Furthermore, we have rolled up our sleeves alongside KOTRA to participate in the cooperative SME overseas expansion support project hosted by Korea Midland Power ^[3]. We are providing customized consulting to SMEs dreaming of expanding overseas and generously sharing the expertise and know-how of our global business built up over the years!

Filling the treasury with large project orders, raising financial health to an A-grade, and even taking care of the SME ecosystem with this reliable presence! What did I tell you~ My 30 years of watching the market isn't for nothing!

Now, shareholders, square your shoulders! With macro tailwinds supporting us so reliably and the company's intrinsic value trending upwards, there is no reason to be shaken! I'll be back next time with refreshing and powerful news, so hold on tight!