prediction
Nuclear-related momentum can gain trend momentum when the realization (order or groundbreaking) of individual pipelines is confirmed.
A prediction by 현대차증권 건설/유틸리티 신동현. Statements are as reported by the cited publishers — not verified by DecisionGateway.
개별 파이프라인의 현실화(수주 또는 착공)가 확인될 때 원전 관련 모멘텀은 추세적으로 탄력을 받을 수 있을 것
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Related claims
For nuclear power, the report recommends stocks that can win orders through routes other than Team Korea, which faces short-term profitability and progress risks.현대차증권 건설/유틸리티 신동현 · predictionThere is a considerable possibility that additional large nuclear plants and SMRs will be discussed, but even if included in the plan, the stock price momentum recovery is expected to be limited.현대차증권 건설/유틸리티 신동현 · predictionEarnings momentum for POSCO Future M, KakaoBank, Hankook Tire & Technology and others has turned to an upward revision.미래에셋증권 퀀트 Daily · statement단기 실적 불확실성은 다소 존재하지만 국내외 신규 원전 프로젝트 확대 기대감은 여전히 존재하므로 투자의견 BUY를 유지한다.신동현 · commitment노후 원전의 계속운전을 추진하는 방향이 예상되는 만큼 한동안 원전 O/H의 장기화는 이어질 것으로 추정된다.신동현 · predictionThe momentum will continue.CEA Anantha Nageswaran · prediction