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Post #5541

@HI_GS

DAOL μ‘°μ„ /기계/λ°©μ‚° | μ΅œκ΄‘μ‹

쑰회수5,720κ²Œμ‹œλ¬Ό 쑰회수
κ²Œμ‹œλ¨2μ›” 12일2025. 02. 12. PM 10:43
λ‚΄μš©

κ²Œμ‹œλ¬Ό λ‚΄μš©

πŸ”₯ ν•œν™”μ—μ–΄λ‘œμŠ€νŽ˜μ΄μŠ€ γ€Œν•œν™”μ˜€μ…˜ μ§€λΆ„ν™•λŒ€ 및 μ—°κ²°λ‘œ EPS 상ν–₯」 ☞ https://bit.ly/HA4Q24REV ▢️ Issue: 4Q24도 슈퍼 μ„œν”„λΌμ΄μ¦ˆ ν•œν™”μ˜€μ…˜ μ—°κ²°μžνšŒμ‚¬ νŽΈμž…μ˜ μ†μ΅κ³„μ‚°μ„œ μ‘°μ • λ“±μœΌλ‘œ 적정주가 상ν–₯ κ°€μž₯ λ§Žμ€ K-λ°©μ‚° μ œν’ˆ λ³΄μœ ν•œ 동사λ₯Ό μ„ ν˜Έμ£Ό μœ μ§€ ▢️ Pitch: - 또 λŒ€κ·œλͺ¨ 지상방산 수좜과 λ§ˆμ§„μ΄ κ²¬μΈν•˜λŠ” μ„œν”„λΌμ΄μ¦ˆ μ‹œν˜„ - EPSκ°€ μ¦κ°€λ‘œ 적정주가λ₯Ό 70λ§Œμ›μœΌλ‘œ 상ν–₯. μ μ •μ‹œμ΄ 32쑰원 μ œμ‹œ 1) 지상방산 싀적 상ν–₯κ³Ό 2) 2025λ…„λΆ€ν„° ν•œν™”μ˜€μ…˜ μ§€λΆ„μœ¨μ„ 42%둜 늘렀 μ—°κ²°μžνšŒμ‚¬λ‘œ νŽΈμž… ▢️ Rationale: λ³΄κ³ μ„œ μ°Έμ‘° --------------------------------------------------------------- 🎴 μ‘°μ„ /기계/λ°©μ‚° | μ΅œκ΄‘μ‹ | DAOL투자증ꢌ πŸ“ˆ ν…”λ ˆκ·Έλž¨ 곡개 채널 https://t.me/HI_GS βœ… μ»΄ν”ŒλΌμ΄μ–ΈμŠ€ μŠΉμΈμ„ λ“ν•œ λ³΄κ³ μ„œμž…λ‹ˆλ‹€. ---------------------------------------------------------------