KEPCO E&C (052690 KS) Strong Upside from Wando Geumil Offshore Wind Project
For 1Q26, KEPCO E&C posted revenue of W113.2bn (+12.8% YoY; 6.5% below the consensus) and operating profit of W14.1bn (+1,074% YoY; 86.3% above the...
87 Views
KEPCO E&C (052690 KS/Buy)Opportunities in the US Nuclear Market
KEPCO E&C posted below-consensus 4Q25 results, with revenue of W194.2bn (-3.8% YoY; 2.7% below the consensus) and operating profit of W11.4bn (-68%...
154 Views
KEPCO E&C (052690.KQ) – Nuclear Tailwinds, Proprietary Edge, and Execution Challenges
​KEPCO E&C poised to benefit from nuclear power revival with strong APR1400 reactor platform, but high valuations and project risks require caution.
436 Views
Asia’s Nuclear Revival: Structural Upside Across the Energy Value Chain
​AI-driven power demand, decarbonisation, and energy security are boosting nuclear in Asia, with Kazatomprom, Mitsubishi Heavy, and Doosan...
424 Views
NPS: Portfolio Rebalance Could Lead to Buying At Least 25 Trillion Won in Korean Stocks in 2025
In 2025, the NPS could purchase significant amounts of Korean stocks (at least 25 trillion won) which could act as support in the domestic stock...
942 Views