Research Report
[2H26 Outlook] ConstructionNuclear momentum: Time to deliver
- Author Ki Ryong Kim
- Date Tue Jun 16 00:00:00 KST 2026
- Stock Code 000720 / 006360 / 028050 / 047040 / 375500
- File 20260616_[2H26 Outlook] Construction.pdf
[Summary]
Nuclear momentum remains intact; tangible results expected
Expanding global demand for nuclear power
Global nuclear power landscape
Valuation: Comparison with the Middle East plant cycle
Team Korea’s push to expand nuclear exports
Iran conflict: Risks and opportunities
Earnings outlook
Company analysis
Hyundai E&C (000720 KS) - Top pick
Samsung E&A (028050 KS)
DL E&C (375500 KS)
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