"Stock Price to Double" DL E&C, Biggest Beneficiary of US-Iran War End... Samsung E&A, New Coverage as 'Top Construction Pick' [Stocktopia]

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and Iran.
Analysts predict that orders will concentrate once economic development programs begin in earnest, as the company holds the largest number of orders in Iran since the 1990s and operates a local branch.
The photo shows the DL E&C headquarters.
S.S.DL E&C has been identified as the construction company most likely to benefit from the Iranian reconstruction market, worth approximately 450 trillion won, which is set to open following the signing of the MOU between the U.S.and Iran.
New coverage has been presented regarding Samsung E&A, noting abundant order opportunities ranging from Middle East reconstruction and renewable energy to volume from semiconductor affiliates.
HL Mando's target share price was raised following an assessment that the company is expanding its automotive parts technology into robot actuators, raising expectations for supply opportunities to U.
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robot manufacturers.
DL E&C, Construction Company Expected to Be the Biggest Beneficiary of the Iranian Reconstruction Market Opening from the U.
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S.S.DL E&C has been identified as the construction company most likely to benefit from the Iranian reconstruction market, worth approximately 450 trillion won, which is set to open following the signing of the MOU between the U.S.-Iran War End MOU.
Analyst Shin Dae-hyun stated, "Although actual exposure to reconstruction is not high, DL E&C has received the most orders in Iran since 1990, and with the Obama administration lifting economic sanctions.
" "They also secured a contract for the improvement work at the Isfahan refinery back in 2017," he explained.
He continued to forecast, "Since DL E&C still operates a branch in Iran, it is expected to receive the most orders domestically if Iran's economic development program begins in earnest following the final negotiations.
" The analysis suggests that if Iran places orders for petrochemical plants, desalination facilities, and power generation equipment after the lifting of sanctions, DL E&C, equipped with a local network and branch, could secure the largest number of orders among domestic construction companies.
Samsung E&A, Top Pick in Construction Sector Amid Middle East Reconstruction, New Energy, and Orders from Semiconductor Affiliates (Daishin Securities) Samsung E&A (028050) ― Daishin Securities / Analyst Lee Hae-jin - Target Price: 73,000 KRW (New) | Previous Day's Closing Price: 52,100 KRW - Investment Opinion: Buy (New) Daishin Securities Analyst Lee Hae-jin has launched a new analysis, citing Samsung E&A's robust order momentum among construction stocks—encompassing Middle East reconstruction, renewable energy, and volume from semiconductor affiliates—and has newly proposed a target price of 73,000 won, designating it as the top pick in the construction sector.
"The post-war Middle East market offers two opportunities: demand for reconstruction and expanded investment in energy infrastructure," said Lee.Regarding Samsung E&A, he analyzed that "there is a possibility that the company will participate in reconstruction projects based on its experience in Engineering, Procurement, and Construction (EPC) in the Middle East." He further assessed that "Samsung E&A is in the process of repositioning itself as a global energy EPC company, moving beyond traditional chemical EPC to areas such as Liquefied Natural Gas (LNG), Green Hydrogen, Ammonia, Sustainable Aviation Fuel (SAF), Carbon Capture, Utilization, and Storage (CCUS), and Clean Methanol." By expanding its business beyond traditional plants like refining and petrochemicals to encompass the entire spectrum of eco-friendly energy facilities, the company is able to secure work in both the Middle East reconstruction and energy transition sectors.This is an analysis.※ Engineering, Procurement, and Construction (EPC) This is a business method where the entire process, from design to material procurement and actual construction, is handled in a single go when building a factory or plant.It is widely used in large-scale plant projects because the client can entrust the entire project to a single company.
S.S.DL E&C has been identified as the construction company most likely to benefit from the Iranian reconstruction market, worth approximately 450 trillion won, which is set to open following the signing of the MOU between the U.Demand is increasing as carbon regulations in the aviation industry become stricter.※ Carbon Capture, Utilization, and Storage (CCUS) This is a technology that reduces atmospheric emissions by collecting carbon dioxide emitted from factories and power plants for separate utilization or by storing it underground.
HL Mando, turning 60 years of automotive technology into robot actuators.
HL Mando's target share price was raised following an assessment that the company is expanding its automotive parts technology into robot actuators, raising expectations for supply opportunities to U.
8%, from 80,000 KRW) | Previous Day's Closing Price: 70,600 KRW Samsung Securities raised its target price for HL Mando to 95,000 KRW, stating that the company is expanding the motor and sensor technologies it has accumulated in automotive parts to robot actuators.
Analyst Kim Hyun-ji stated, "Robot actuators perform not only robot mobility but also core thermal management functions, and HL Mando has applied thermal management technology to its actuator designs.
" She added, "The company has a production plant in the US, and we expect opportunities to supply to US robot manufacturers.
" By directly designing core components that act as robot joints and muscles, the company can manage heat generation; furthermore, with a leading physical AI company as a client and a local production base in the US, actual Analysis suggests this could lead to securing orders.※ Actuator A component that receives electrical signals to create actual movement, serving as the robot's 'joints and muscles.' It is a core component that accounts for the largest share of the manufacturing cost of humanoid robots.※ Physical AI Beyond AI that operates only on screens, this refers to AI that possesses a physical body and moves in the real world, such as robots or cars.Autonomous vehicles and humanoid robots are prime examples.
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sms@fnnews.com Seong Min-seo Reporter