External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

External broker reports(aggregated public sources)

Mirae Asset Securities Co.,Ltd. provides comprehensive wealth management services. The Company offers fixed income securities brokerage, securities dealing, equity underwriting, and other services. Mirae Asset Securities also deals with mergers and acquisitions, foreign currency, and financial derivatives

Thematic (Sector/Industry)

<ul><li>Nuclear power-related stocks are trading at elevated valuations.</li><li>Despite some corrections since Oct. 2025, most stocks are still trading at 30x or higher based on traditional metrics such as P/E and EV/EBITDA.</li><li>While multiple structural tailwinds are in place—including AI data center–driven electricity demand, energy security concerns amid geopolitical tensions, and US executive orders aimed at dramatically expanding nuclear capacity—it may take time for these factors to translate into tangible earnings growth for many players.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Nuclear power-related stocks are trading at elevated valuations.Despite some corrections since Oct. 2025, most stocks are still trading at 30x or higher based on traditional metrics such as P/E and EV/EBITDA.While multiple structural tailwinds are in place—including AI data center–driven electricity demand, energy security concerns amid geopolitical tensions, and US executive orders aimed at dramatically expanding nuclear capacity—it may take time for these factors to translate into tangible earnings growth for many players.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Global EnergyNuclear power: Long-awaited earnings delivery in sight

South Korea

Doosan Enerbility Co., Ltd. manufactures and distributes construction machines. The Company produces gas turbines, engines, turbine generators, boilers, power plant equipment, and other related products. Doosan Enerbility also offers energy solutions for thermal power, nuclear power, and renewable energy.

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