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

Mirae Asset Securities

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.

External broker reports(aggregated public sources)

Daewoo E&C: Excessive Hope from Reconstruction in Iran and Nuclear Power Plant Construction Projects

Large Korean E&C Companies: Biggest Beneficiaries of End of War in Iran (Reconstruction)

Samsung Electronics 2Q26 Earnings & Watch Out for SK Hynix Underperforming Samsung by 20%+

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

Equity Bottom-Up

Daewoo Engineering & Construction / Equity Bottom-Up

Daewoo Engineering & Construction (047040 KS)

<ul><li>In 2026, we expect Daewoo E&amp;C to secure its first-ever overseas nuclear power EPC contract (the Czech project).</li><li>In Jun. 2025, the Team Korea consortium, led by Korea Hydro &amp; Nuclear Power (KHNP), signed a contract with CEZ for units 5 and 6 of the Dukovany nuclear power plant.</li><li>While the EPC contract with Daewoo E&amp;C, initially expected in 2025, was delayed, KEPCO E&amp;C and Doosan Enerbility disclosed in Dec. 2025 that they had signed contracts covering the engineering and procurement scopes, respectively. </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>

In 2026, we expect Daewoo E&amp;C to secure its first-ever overseas nuclear power EPC contract (the Czech project).In Jun. 2025, the Team Korea consortium, led by Korea Hydro &amp; Nuclear Power (KHNP), signed a contract with CEZ for units 5 and 6 of the Dukovany nuclear power plant.While the EPC contract with Daewoo E&amp;C, initially expected in 2025, was delayed, KEPCO E&amp;C and Doosan Enerbility disclosed in Dec. 2025 that they had signed contracts covering the engineering and procurement scopes, respectively. 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.

Daewoo E&C (047040 KS/Buy)Ready for Entry into the Global Nuclear Market