Hanwha Asset Management, 'PLUS Global Nuclear Value Chain ETF' 1-Month Yield 23%

[Financial News] Hanwha Asset Management announced on the 29th that the recent 1-month yield of the 'PLUS Global Nuclear Value Chain' Exchange Traded Fund (ETF) recorded 23.51% (based on the closing price on the 26th). Notably, on the 23rd and 26th, it showed a sharp rise of 6.37% and 8.52%, respectively.
The ETF is a product that allows comprehensive investment across the global nuclear industry.
It consists of a portfolio covering both upstream and downstream industries of the nuclear value chain, including uranium mining and concentrate (Cameco, Uranium Energy), uranium conversion and enrichment (Centrus Energy), nuclear power plant design and construction (BWX Technologies, NuScale Power), and small modular reactors (SMR) (Fluor, NuScale Power).
Recently, it is interpreted that the related industry is expected to benefit due to U.S. President Trump signing an executive order to expand the U.S. nuclear power capacity by four times (100GW → 400GW) by 2050.
The executive order signed by President Trump includes the construction of 10 large reactors by 2030, reform of the Nuclear Regulatory Commission (NRC) (reduction of authority), shortening of the permit process for new nuclear power plants to within 18 months, review of the possibility of installing reactors on federal government land and military bases, and expansion of uranium mining and enrichment within the U.S.
The background of the executive order lies in the 'Global Energy Hegemony War'. This executive order is interpreted as an intention to respond to the rapidly increasing power demand due to the development of the AI (artificial intelligence) industry, and to restructure the global nuclear market centered on the U.S. against China's aggressive increase in nuclear power plants. In particular, the U.S. has previously imported uranium from Russia, but is now focusing on securing its own nuclear value chain competitiveness by reducing foreign dependence.
Geum Jeong-seop, head of the ETF Business Division at Hanwha Asset Management, stated, "In the global energy hegemony war, the U.S. will solidify the value chain with nuclear-related companies within its own country or allied countries," and "Nuclear energy is expected to emerge as a major energy source in the U.S. in the mid to long term."




hippo@fnnews.com Kim Chan-mi Reporter