Kai Research

📌 Company Overview Doosan Corporation (두산, 000150) is one of South Korea's oldest and largest conglomerate holding companies, established in December 1933 and listed on the KOSPI market. Headquartered in Jung-gu, Seoul, the company is led by co-CEOs Park Jung-won, Kim Min-cheol, and Yu Seung-woo. As a holding company, Doosan's intrinsic value is closely tied to the performance and valuations of its key subsidiaries, which span Korea's most strategically important growth sectors: Doosan Enerbility – Power generation equipment, nuclear/SMR reactors, gas turbines Doosan Robotics – Collaborative robots (cobots) for industrial and service applications Doosan Bobcat – Construction machinery and compact equipment (global operations) Doosan Fuel Cell – Hydrogen fuel cells for power generation This multi-sector exposure to nuclear energy revival, AI data center power infrastructure, robotics, and global construction equipment makes Doosan a bellwether holdi...