Power InfrastructureUS nuclear investment takes shape
The Korean and US governments are reportedly close to an agreement to build eight large-scale nuclear reactors in the US as the second project...
86 Views
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...
95 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%...
167 Views
Unexciting Earnings But of Solid Quality
We have a neutral view after EGCO's analyst meeting, with unexciting MW additions in the pipeline alongside the potential upside of the Quang Tl...
93 Views