NH-Amundi Releases January HANARO ETF Report: "A Pivotal Year for Korean Nuclear Power"

NH-Amundi Asset Management announced on January 8 that it has published the "January HANARO ETF Monthly Report."

The January report reviews the performance of the nuclear power sector, which led the Korean stock market last year, and provides an in-depth analysis of key nuclear investment points expected to continue this year.

Last year, the nuclear power sector delivered outstanding results, driven by both domestic and international tailwinds such as the global competition to secure artificial intelligence (AI) power and the Czech nuclear power plant contract. As a result, HANARO Nuclear Power iSelect, Korea's leading nuclear-themed ETF, recorded an annual return of 181.17% in 2025, surpassing the growth rate of the KOSPI.

NH-Amundi Asset Management expects that this year will mark a turning point for the Korean nuclear power industry as it becomes a core part of the global supply chain. Unlike the chronic issues of construction delays and cost overruns faced by nuclear power plants in the United States and Europe, Korea has demonstrated its ability to adhere to schedules and maintain cost efficiency through the construction of Shin-Kori and Shin-Wolsong plants and the export of the Barakah plant to the UAE. With the nuclear power industry base in the United States remaining weak, Korea's expertise in design, supply chain, and workforce is expected to become an essential element in the global nuclear market.

The company highlighted the "HANARO Nuclear Power iSelect ETF" as a product positioned to benefit from the growth of the nuclear industry this year. This ETF includes key stocks in the nuclear value chain, such as Doosan Enerbility, HD Hyundai Electric, and Korea Electric Power Corporation. With total net assets of 539.4 billion won, it is the largest nuclear-themed ETF in Korea.

Kim Seungcheol, Head of ETF Investments at NH-Amundi Asset Management, stated, "This year will be the first year in which Korean nuclear companies emerge as key players in the global supply chain," adding, "It is important to pay attention to the nuclear power theme from a long-term perspective, as it is a stable baseload energy source and an essential solution in the AI era."

NH-Amundi Asset Management provides the "HANARO ETF Monthly Report" at the beginning of each month through the HANARO ETF website, summarizing major market issues and ETF investment ideas for investors.