Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Doosan Group Is Likely To Cancel Its Restructuring Plans

Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (17 March 2025)

Doosan Enerbility: Thoughts on the IPO of Doosan Skoda Power

A Pair Trade Between Doosan Heavy Industries & Doosan Corp: (미세먼지, Nuclear Power, & 0.42 Million)

Launch of Kindex Nuclear Theme Deep Search ETF & Hanaro Nuclear ISelect ETF in Korea

Doosan Corp: A Block Deal Sale of 4.5% Stake in Doosan Enerbility

Top 14 Korean Stocks to Benefit from Mohammed Bin Salman's Visit to South Korea in October/November

Korean Defense Companies:  Potential Contracts Worth 28 Trillion Won from Poland, UK, & Norway

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>The Czech Republic government is in the final stages of selecting companies to build four nuclear power plants which could cost nearly US$30 billion.</li>
<li>A Korean consortium including KHNP, Doosan Enerbility, KEPCO E&amp;C, and Daewoo E&amp;C is competing mainly against EDF, a French government owned electric utility company. </li>
<li>If the KHNP consortium is able to win this new order, Doosan Enerbility will be a key beneficiary as it will supply the nuclear reactors and steam generators.</li>
</ul>


The Czech Republic government is in the final stages of selecting companies to build four nuclear power plants which could cost nearly US$30 billion.
A Korean consortium including KHNP, Doosan Enerbility, KEPCO E&amp;C, and Daewoo E&amp;C is competing mainly against EDF, a French government owned electric utility company. 
If the KHNP consortium is able to win this new order, Doosan Enerbility will be a key beneficiary as it will supply the nuclear reactors and steam generators.


Kepco Engineering & Construction (052690 KS)

Daewoo Engineering & Construction (047040 KS)

Doosan Enerbility: A Key Beneficiary of Potential Nuclear Power Projects Win in the Czech Republic