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Jul 02
Jul 02
Nuclear power stocks bottoming with policy catalyst.
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.
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About 두산에너빌리티 Analyst Coverage
Buzzberg tracks 두산에너빌리티 across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked. Latest voices: Lee Ju-hyeon.