[Market Feature] Doosan Enerbility Hits Record High on Expectations for Nuclear Power and Gas Turbine Order Momentum

Doosan Enerbility is showing strong performance in early trading.

As of 9:04 a.m. on October 29, Doosan Enerbility was trading at 92,800 won, up 7.41% (6,400 won) from the previous day, marking a new 52-week high.

Investor sentiment appears to have been boosted by expectations in the securities industry that Doosan Enerbility will secure order momentum in both the nuclear power and gas turbine sectors next year.

Nam Insik, a researcher at SK Securities, stated in a report released on this day, "It is expected that the company will sign contracts to supply core equipment for large nuclear power plants, deliver small modular reactor (SMR) equipment modules, and win gas turbine orders from major North American big tech companies." He recommended, "Attention should be paid to Doosan Enerbility, which stands at the intersection of expanding artificial intelligence (AI) power demand for data centers and the nuclear power renaissance cycle."

Nam further explained, "2026 will be the year when the company increases its order visibility in both the large nuclear power and SMR sectors. In the large nuclear power segment, following the signing of the main contract for the Dukovany Units 5 and 6 in the Czech Republic at the end of this year, equipment orders for new nuclear power projects being promoted by Westinghouse in Bulgaria and Poland are expected to follow starting next year."