Cameco Corp.：卡梅科公司（CCJ）：西屋公司因新反应堆建设有望受益，成为新的收入驱动因素；上调预期、目标价；重申买入-20250611

10 June 2025 | 4:02PM EDT Cameco Corp. (CCJ): A new(er) revenue driver as Westinghouse poised to benefit from new reactor builds; raise estimates, PT; reiterate Buy Late last week, the Czech Republic and South Korea reached an agreement on a 2-reactor, ~$19bn project after a court overturned a legal challenge that had blocked the deal from going through (link). As Westinghouse and Korea Electric Power Corporation (KEPCO) and Korea Hydro & Nuclear Power Co. (KHNP) have a mutually beneficial framework agreeme ...