[Special Stock] Doosan Enerbility Rises on Expectations of Benefits from Nuclear Power Plants and Gas Turbines

Doosan Enerbility is showing strength following securities analysts' forecasts that it will benefit from the growing gas turbine market centered in North America.

As of 9:26 a.m. on the 18th, Doosan Enerbility is trading at 30,350 KRW, up 2,150 KRW (7.62%) from the previous trading day.

On the same day, Minjae Lee, a researcher at NH Investment & Securities, stated, "North American utility companies mentioned renewable energy as the power source that can respond most quickly to the rapidly increasing power demand from data centers," but added, "Most new gas power plants will only be commercially operational after 2030."

He continued, "Last year, the three major gas turbine manufacturers recorded their highest-ever new orders, and currently, deliveries are only possible after 2028," adding, "With increasing demand for gas power generation in the Middle East and East Asia as well, and supply being limited, the related industry is expected to continue benefiting."

Doosan Enerbility plans to invest a total of 1.3 trillion KRW by 2027 to expand facilities for large nuclear power plants, small modular reactors (SMR), and gas turbines.

Regarding this, the researcher explained, "As data center investments expand worldwide in North America, Europe, and Asia, expanding power generation facilities is essential," and added, "Doosan Enerbility, a latecomer in the gas turbine market, is expected to secure order opportunities even in the strictly regulated North American and European markets."