statement
On a one-week basis, Korean sectors with downward 2027 operating profit revisions include batteries (-6.6%), autos (-4.3%) and steel/non-ferrous metals (-2.7%).
A statement by 미래에셋증권 전략/퀀트 유명간. Statements are as reported by the cited publishers — not verified by DecisionGateway.
컨센서스 하향 업종(1W) : 2차전지(-6.6%), 자동차(-4.3%), 철강/비철(-2.7%), 미디어/엔터(-1.5%), 기계(-1.1%), 화장품/의류(-1.0%), 인터넷(-0.9%), 전력기기(-0.9%), 방산(-0.8%), 조선(-0.6%), 건강관리(-0.4%), 증권(-0.4%)
Discussion
Related claims
On a one-week basis, Korean sectors with upward 2027 operating profit revisions include energy (+4.6%), chemicals (+3.3%), semiconductors (+1.5%) and gaming (+0.8%).미래에셋증권 전략/퀀트 유명간 · statementKorea's 4Q26 and 2027 earnings estimates have been revised upward, led by energy, chemicals, semiconductors and gaming.미래에셋증권 전략/퀀트 유명간 · statement에이프릴바이오, LG이노텍, 씨엠티엑스, 에치에프알, 대한전선, 인텔리안테크, 에스비비테크, 브이엠, 두산퓨얼셀, STX엔진, 파두, 자화전자, 펨트론, 현대오토에버, HD현대일렉트릭, 한선엔지니어링, 에이디테크놀로지, 엠케이전자, 넥스틴, 신성이엔지 and others are large-decline stocks in Korea.미래에셋증권 퀀트 Daily · statementSemiconductor stocks extended losses, with Samsung Electronics down 8.0%, SK Hynix down 9.7%, Hanmi Semiconductor down 9.4% and SK Square down 10.8%.FICC리서치부 전략/시황: 이경민 · statementKorea's 4Q26 operating profit consensus rose 0.5% in a week and 9.7% in a month; 2027 operating profit consensus rose 1.1% in a week and 7.8% in a month.미래에셋증권 전략/퀀트 유명간 · statementIT hardware and power equipment sectors weakened, with Samsung Electro-Mechanics down 15.3%, LG Innotek down 8.4%, LS ELECTRIC down 14.7%, Hyosung Heavy Industries down 13.3% and HD Hyundai Electric down 9.4%.FICC리서치부 전략/시황: 이경민 · statement