[Doosan Enerbility] Rolls-Royce SMR, the reason for the lack of power even with steam turbine good news, the supply is unusual. #DoosanEnerbility #SMR #NuclearPower
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Highlights
Doosan Enerbility is currently experiencing a 2.6% decline, struggling to gain momentum despite bouncing back from the 100,000-110,000 won range. The overall market is unstable, with the KOSPI index showing a 1.4% adjustment after reaching 8,400 points, indicating a struggle for upward movement. Most stocks, excluding semiconductors, some secondary batteries, and MLCC-related stocks, are experiencing declines, with significant profit-taking observed in previously strong performers. Foreign investors have sold 5.8 trillion won in KOSPI since May 7th, with individuals absorbing 5 trillion won of Doosan Enerbility shares. The market has risen too quickly, leading to a healthy correction in a strong market.
Despite the market downturn, Doosan Enerbility has received positive news. It has been selected as a key equipment partner for Rolls-Royce's SMR project in the UK. This project, known as the Wylfa project, involves building three SMRs in North Wales, with design work already commenced. Doosan Enerbility will supply the necessary equipment, working alongside Hyundai Engineering & Construction, which handles the construction. This partnership highlights Doosan Enerbility's robust global presence and technological leadership in nuclear power, as the UK chose Doosan over France, a strong nuclear power nation. This signifies the company's strong, irreplaceable position in the global energy sector, especially with the growing demand for energy driven by AI and robotics.
The current market environment is characterized by mechanical selling by foreign investors, leading to a broad reduction in stock holdings regardless of individual company performance. This is a period of adjustment in a generally strong market. Investors are advised to view current declines as opportunities for strategic buying, similar to past recoveries from market lows. The demand for energy, especially for AI and robotics, ensures Doosan Enerbility's crucial role. The video emphasizes that while the market is challenging, the underlying uptrend is not broken. It encourages proactive participation in premium content for detailed analysis and real-time trading strategies, highlighting recent successful trades in stocks like LG CNS and Kohchip.
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