Daewoo E&C (047040 KS/Buy)Order Guidance Raised; W20tr Targeted for 2H26
For 2Q26, Daewoo E&C posted consolidated revenue of W2.04tr (-10.1% YoY) and operating profit of W232.3bn (+182.6% YoY; 39% above the consensus of...
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Daewoo E&C (047040 KS/Buy)Earnings and Momentum Poised to Rebound; Upgrade to Buy
Our housing/building cost ratio estimate of 85.8% (vs. 88.1% in 2Q25 and 79.2% in 1Q26) reflects the absence of the roughly W100bn in one-off gains...
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Daewoo E&C - Earnings Rebound After Large-Scale Cost Recognition, but Valuation Looks Demanding
The housing division benefited from a decline in the estimated total cost ratio at completion, along with around W100bn in one-off gains (contract...
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Daewoo E&C (047040 KS/Buy)Large-Scale Costs Recognized; Investment Case Now Clearer
For 4Q25, Daewoo E&C reported consolidated revenue of W1.71tr (-35% YoY) and an operating loss of W1.1tr (turning to red YoY).
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Daewoo E&C (047040 KS/Buy)Ready for Entry into the Global Nuclear Market
In Jun. 2025, the Team Korea consortium, led by Korea Hydro & Nuclear Power (KHNP), signed a contract with CEZ for units 5 and 6 of the Dukovany...
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