Tag: GEV

GE Vernova (GEV) 12-month baseline target price of $740 (approx. 1,024,160 KRW) · Investment rating: Sell (Confidence: Low). Second-quarter orders increased by 881 TP3T compared to a year ago, and gas turbine slot reservations filled up to 116 GW; I have summarized the gap between the projected earnings-based P/E of 41.5x over the next 12 months and my calculated fair value of 34x. Base exchange rate: 1 USD = 1,384 KRW (2026-09-16).