두산 두산에너빌리티 Загрузка... : Бычьи и медвежьи мнения аналитиков

Nuclear power stocks are at a bottom and have started a slight rebound. The government is considering a combined renewable+nuclear strategy for the semiconductor cluster, and data center power shortages reinforce the need for nuclear. New domestic large-reactor sites (two confirmed plus two more possible) and SMR site confirmed, Czech reactor contract signed, and additional orders from Vietnam and Europe are expected. Still cheap after deep correction.