🚨 Alpha Signal: Daewoo Engineering & Construction Co., Ltd. (047040.KS) 📈 Price Surge 6.2%
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Daewoo Engineering & Construction Co., Ltd. (047040.KS) +6.2% at 2026-02-11 12:40 JST from 2026-02-11 11:30 JST
| 🕒 Time (Local) | 🌐 English Summary | 📰 Original Headline (linked) |
|---|---|---|
| 2026-02-11 08:36 KST | Daily Korea highlights that Daewoo E&C’s share re‑rating has “begun in earnest” after a record-sized big‑bath cleared legacy risks; analysts say 4Q one‑off losses significantly increase confidence in 2026 earnings (OP forecast in the 450–600 billion won range) and that visible nuclear pipelines in Czech Republic, the U.S. and Vietnam, plus multiple target‑price hikes, support further upside. (news.nate.com) | 빅배스 덕에 7000원 찍은 대우건설…원전 기대감 타고 더 오른다 |
| 2026-02-11 07:52 KST | Prime Economy reports Meritz Securities upgraded Daewoo E&C from Neutral to Buy and more than doubled its target price from 4,200 won to 8,200 won, arguing that big‑bath provisioning plus nuclear orders have kicked off a full re‑rating and that absolute valuation still leaves “ample room” for further share price gains, with a Czech nuclear contract in 1Q flagged as a key upside catalyst. (newsprime.co.kr) | 대우건설, 빅배스·원전 수주로 리레이팅 본격화…“절대적 밸류 매력에 추가 주가 상승 충분” |
| 2026-02-11 04:40 KST | MoneyToday’s construction‑sector piece says major builders that front‑loaded losses, including Daewoo E&C, are now entering a “full‑fledged recovery phase”; it notes Daewoo’s plan to drive a rebound via fully sold, higher‑margin self‑developed projects and an all‑time‑high 18 trillion won new‑order target and 8 trillion won sales goal for 2026, positioning the company for earnings recovery after risk clean‑up. (news.nate.com) | ‘적자 리스크’ 선반영·체질 개선 본격화…건설업계는 성장 경쟁 중 |
| 2026-02-10 16:40 KST | Seoul Economic Daily (English) attributes Daewoo E&C’s 22% surge to a 52‑week high to the government’s Korean nuclear‑reactor export push and expectations of improved earnings; it notes Mirae Asset projects a swing back to c. 606 billion won operating profit this year and that multiple houses (Mirae, Hyundai Motor, NH, Kiwoom) have raised target prices into the 7,400–7,900 won range, citing an expanded nuclear pipeline into the U.S. and Vietnam. (en.sedaily.com) | Daewoo E&C Surges 22% to 52-Week High on Nuclear Export Optimism |
| 2026-02-10 12:37 KST | Infostock Daily notes Daewoo E&C is “soaring” on expectations of expanded nuclear orders; Hyundai Motor Securities comments that although 4Q earnings missed consensus, a large, broad‑based big‑bath across domestic and overseas sites means most risks appear pre‑reflected and future additional losses should be limited, while newly disclosed U.S. and Vietnam nuclear pipelines and an aggressively priced bid (low construction cost and funding rate) for Seoul’s Seongsu 4 redevelopment highlight growth and order‑win potential. (infostockdaily.co.kr) | [[0210시황레이더] 대우건설, 원전 수주 확대 기대감 등](https://www.infostockdaily.co.kr/news/articleView.html?idxno=214082) |
| 2026-02-10 10:17 KST | News2Day reports Daewoo E&C shares jumping nearly 27% intraday to a new 52‑week high on “expanding nuclear order and core‑business stabilization expectations”; it cites IBK Investment’s target‑price hike to 8,200 won, Hana’s to 8,000 won (with forecasts for 2026 sales +8.9% YoY and a swing to about 639.4 billion won operating profit), and NH’s lift to 7,800 won, as well as further target increases from Mirae, Hyundai Motor and Kiwoom, framing the stock as a nuclear‑order leverage and turnaround play. (news2day.co.kr) | [[N2 특징주] 대우건설, 원전 사업 수주 기대감…20%대 급등하며 신고가 경신](https://www.news2day.co.kr/article/20260210500115) |
| 2026-02-10 10:11 KST | Aju Economy highlights Daewoo E&C’s roughly 27% intraday spike to a 52‑week high, driven by expectations for nuclear and other new orders; it notes that 12 brokerages raised their target prices after the company, in its Feb 9 results disclosure, guided to record‑high 18 trillion won in new orders and 8 trillion won in sales for 2026, with analysts emphasizing the significance of the Czech Dukovany project and newly articulated U.S. nuclear ambitions for 2027. (ajunews.com) | [[특징주] 대우건설, 신규 수주 기대감에 27% 급등](https://www.ajunews.com/view/20260210100846660) |
| 2026-02-09 09:29 KST | SocialValue, summarizing Daewoo E&C’s provisional 2025 results filing, stresses that despite an 815.4 billion won operating loss, new orders jumped 43.6% to 14.2355 trillion won and order backlog reached 50.5968 trillion won (about 6.3 years of sales), underpinned by fully sold, higher‑margin domestic projects and large overseas wins; the company set record 2026 targets of 18 trillion won in new orders and 8 trillion won sales and is pursuing major projects including Czech nuclear, Gadeokdo New Airport, PNG LNG and an Iraq naval base, which the article frames as establishing a solid base for earnings and share‑price rebound after the big‑bath clean‑up. (socialvalue.kr) | 대우건설, 지난해 영업손실 8154억원…신규 수주 43%↑ 반등 기반 구축 |
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