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Post #6481

@HI_GS

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๊ฒŒ์‹œ๋จ5์›” 10์ผ2026. 05. 10. AM 11:34
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๐Ÿšข#HDํ˜„๋Œ€์ค‘๊ณต์—… ใ€Œ์ˆ˜์ต์„ฑ ๊ฐœ์„ ๋„, ๋ฏธ๊ตญ DCํ–ฅ ์—”์ง„๋„ ์ปค์ง„๋‹คใ€ โ˜ž https://bit.ly/HHI1Q26RE โ–ถ๏ธ Issue: 1Q26 ์„œํ”„๋ผ์ด์ฆˆ ๋ฆฌ๋ทฐ. ๋ฏธ๊ตญ DC ์—”์ง„์— ๋Œ€ํ•œ ์—…๋ฐ์ดํŠธ. ์ตœ์„ ํ˜ธ์ฃผ ๊ฒฌ์ง€ โ–ถ๏ธ Pitch: > ๋ชจ๋“  ๋ถ€๋ถ„์ด ํ˜ธ์กฐ๋กœ ์—ฐ๊ฒฐ OPM 15.3%(์กฐ์„  15.9%)๊นŒ์ง€ ์˜ฌ๋ผ์˜ด > ๋นˆํ‹ฐ์ง€ ๋ณ€ํ™”์— ๋”ฐ๋ผ ๋” ์˜ฌ๋ผ๊ฐˆ ์˜ˆ์ • > ๋ฏธ๊ตญ DCํ–ฅ ํž˜์„ผ์—”์ง„ ์ง„์ถœ์€ ํ–ฅํ›„ ํ›„์† ๊ณ„์•ฝ ๋ฐ ์ƒ์‚ฐ๋Šฅ๋ ฅ ํ™•์ถฉ๊ณผ ์‹ค์  ์ƒํ–ฅ์œผ๋กœ ์ด์–ด์ง์ด ๋‹น์—ฐ > ์ด์— ๋™์‚ฌ์˜ ์ ์ •PER์„ 23๋ฐฐ๋กœ ์ ์ •์ฃผ๊ฐ€ 104๋งŒ์›์œผ๋กœ ์ƒํ–ฅ - ์ ์ •PER ์กฐ์„ ์˜ 20๋ฐฐ, AI์—”์ง„์˜ 30๋ฐฐ์˜ ๊ฐ€์ค‘ํ‰๊ท  - ์—”์ง„ ์ด์ต๊ธฐ์—ฌ 30% ์•ˆํŒŽ์•ˆํŒŽ โ–ถ๏ธ Rationale: ๋ณด๊ณ ์„œ ์ฐธ์กฐ --------------------------------------------------------- ๐ŸŽด ์กฐ์„ /๊ธฐ๊ณ„/๋ฐฉ์‚ฐ | ์ตœ๊ด‘์‹ | DAOLํˆฌ์ž์ฆ๊ถŒ ๐Ÿ“ˆ ํ…”๋ ˆ๊ทธ๋žจ ๊ณต๊ฐœ ์ฑ„๋„ https://t.me/HI_GS โœ… ์ปดํ”Œ๋ผ์ด์–ธ์Šค ์Šน์ธ์„ ๋“ํ•œ ๋ณด๊ณ ์„œ์ž…๋‹ˆ๋‹ค. ---------------------------------------------------------