Is there a company that has both solar and nuclear power? | Lee Sung-won, PB at Hana Securities Naver Green Factory Branch

Summary

Lee Sung-won, PB at Hana Securities Naver Green Factory Branch, remains positive on Korean cosmetics, cosmetics ODM suppliers, entertainment, solar, and Hyundai E&C, while flagging Doosan Enerbility earnings as a nuclear-sector catalyst. He argues solar is a structural change driven by Big Tech power demand and energy security, and he views Hanwha Solutions as the representative Korean solar name. He also expects the Korean market to peak later than the U.S. market, so he advises watching the U.S. rather than selling Korean equities during the current breather.

• Cosmetics remain a buy; ODM suppliers behind brands are favored over brand names.
• Entertainment is still viewed positively after recent strength.
• Solar is framed as a structural change, not just an Elon Musk theme.
• Big Tech AI data-center power demand, energy security, and China VAT rebate removal support solar.
• Hanwha Solutions is highlighted for perovskite leadership; Hyundai E&C is favored for nuclear, power plant, and solar exposure.
• Doosan Enerbility earnings are a near-term catalyst for the nuclear sector.
• The Korean equity market may peak later than the U.S.; investors are told not to sell during the breather.