03 034020.KS Doosan Enerbility Co., Ltd. Loading... : Bullish and Bearish Analyst Opinions

Lee believes Doosan Energy is a global leader in nuclear and gas turbine with the best portfolio; orders will inevitably go to them. Despite already rising, there is significant long-term potential.

Doosan Enerbility is the dominant player in gas turbines and nuclear equipment in Korea. With increasing power demand from AI and data centers, and its unique position in both gas and nuclear, it will continue to win orders and grow.

Nuclear power stocks should be accumulated on dips. Doosan Enerbility and Korea Electric Power are the key picks, as the latter is set to become the sole export entity for nuclear reactors, though it faces near-term earnings headwinds from oil prices. The sector offers medium-term upside from export momentum.

Nuclear power stocks like Doosan Enerbility will benefit from structural energy demand driven by AI data centers, electrification, and geopolitical shifts toward energy independence. While short-term corrections are possible due to overvaluation in some power equipment names, the long-term outlook for nuclear energy remains bright, making Doosan Enerbility a key beneficiary of ongoing investment in new energy sources.

Doosan Enerbility is the only company capable of manufacturing nuclear reactor vessels (the 'killing part') and gas turbines. Order backlog is growing, and the stock is still cheap relative to peers like Hyundai E&C. Major catalysts include US FLNG orders and nuclear demand. Buy on dips.

Doosan Enerbility is the only company that will be involved in any nuclear project (SMR, large reactors, Korean or US) because it holds the key nuclear components and has relationships with all developers, making it the premier nuclear play.