Park Byung-joo, MBN Gold Manager, projects long-term growth for Hana Tour amid strong won
In this project, six nuclear power plants based on Westinghouse designs and two based on Korean designs are planned for construction. Doosan Enerbility is expected to play a role in supplying major core equipment for this project.
Recently, Doosan Enerbility's stock price showed a positive signal with a surge in trading volume and the Bollinger Bands' alligator mouth opening upwards.
A strong won traditionally makes overseas travel relatively cheaper, leading to an increase in outbound travelers. In 2027, Hana Tour is projected to achieve sales of 677 billion won and operating profit of 70 billion won.
The daily chart also shows the Bollinger Bands' 'alligator mouth' turning upwards, indicating a strong signal of a trend reversal. This suggests that Hana Tour has entered an upward reversal phase from a long-term perspective.
Construction companies, including Hyundai E&C, cleared out a significant portion of their non-performing assets in 2025, which had been negatively impacting profitability due to rising construction material costs. Thanks to these efforts, most construction companies successfully turned profitable in 2026. Hyundai E&C also demonstrated improved performance, with its stock price rising significantly in 2026 after hitting bottom in 2025.
EPC refers to the ability to comprehensively perform design, procurement, and construction. Based on these EPC capabilities, Hyundai E&C possesses the capacity to independently carry out the entire spectrum of nuclear power plant construction projects. Notably, the likelihood of securing Small Modular Reactor (SMR) orders through collaborations with international companies like Holtec and TerraPower is also highly anticipated. This suggests that Hyundai E&C can secure new growth drivers by expanding its portfolio beyond traditional construction into the nuclear power business.
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