Doosan Enerbility Well Positioned to Capture Nuclear Opportunities

Dow Jones
09/04

0437 GMT - Doosan Enerbility appears well positioned to capture opportunities in new nuclear projects, with its order backlog steadily increasing, say Nomura's Cindy Park and Dongmin Lee. The analysts expect Doosan's nuclear power plant equipment order backlog to grow at an annual rate of 29% in 2026-2030 amid expanding global nuclear power capacity. The company's small modular reactor foundry business is expected to increase its annual production capacity to 20 by 2028 from 12 currently, supported by U.S. clients including NuScale Power and TerraPower, they say. Nomura resumes coverage of the stock with a buy rating and a target price of 110,000 won. Shares are last 0.4% lower at 78,900 won.

 

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