Choi Yong-seok

Doosan Enerbility is a unique global nuclear power equipment leader—the only company worldwide that can manufacture nuclear reactor vessels, SMR main components, and turbines simultaneously. A key near-term catalyst is the upcoming US-Korea investment cooperation, with project announcements expected within 2-3 months. Based on Japan’s precedent (where over 4 billion dollars of nuclear/power plant investments were announced after a bilateral agreement), Doosan Enerbility should be a direct beneficiary of large-scale US nuclear power plant orders.

Doosan Robotics is a global top-tier collaborative robot (cobot) company. Its cobots can work safely alongside humans and are already winning innovation awards (CES 2026 Best Innovation). The company is evolving from hardware to intelligent robot software solutions leveraging NVIDIA’s agentic AI, positioning it at the center of the physical AI ecosystem. Together with Doosan Bobcat’s stable cash flow and construction equipment dominance, the robotics segment offers both growth and stability.