commitment
동국제강에 대해 투자의견 BUY를 유지하고 목표주가를 12,800원으로 제시한다.
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투자의견 BUY 유지, 목표주가 12,800원을 제시함
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The investment opinion BUY is maintained with a target price of 70,000 KRW, applying a Target P/E of 8.7x to 2028F EPS of 8,158 KRW.현대차증권 조선/방산 백주호 · commitment투자의견 BUY 유지하며 목표주가 400,000원 제시현대차증권 철강/비철금속 박현욱 · commitmentInvestment opinion BUY maintained; target price lowered 8.5% to 54,000 KRW.현대차증권 · statement한국콜마에 대한 투자의견 BUY를 유지하고 목표주가를 기존 185,000원에서 160,000원으로 하향하며, 12M Fwd EPS 10,173원에 Target Multiple 16배(글로벌 ODM Peer 12M Fwd P/E 적용)를 적용해 산정했다.현대차증권 하희지 · commitment코스메카코리아 투자의견 BUY, 목표주가 기존 140,000원을 유지하며, 목표주가는 12M Fwd EPS 8,474원(기존 8,160원)에 글로벌ODM Peer 12M Fwd P/E 16배(직전 동일 P/E 17배)를 적용하여 산정했다.현대차증권 · commitmentHyundai E&C target price is 120,000 won (lowered) with an investment opinion of BUY (maintained).현대차증권 건설/유틸리티 신동현 · statement
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The next-generation platform order from a US EV OEM expected in 3Q has slipped to early 2027, and 3rd-generation humanoid robot mass production may be delayed versus the 2028 guidance.prediction2026 guidance targets revenue of 9.6 trillion KRW (+1.8%) and an OPM in the low 4% range, with the 2026 order target set at 13.0 trillion KRW (2025 orders 11.9 trillion KRW).statementCumulative 3Q26 new orders reached 7.6 trillion KRW, 56% of the annual target, with electrified components at 76% of the mix.statement3Q26 revenue was 2.3 trillion KRW (-0.0% yoy, -7.0% qoq) and net profit attributable to owners was -47.1 billion KRW (turn to loss yoy and qoq).statementThe target price applies the past 3-year average P/E band of 11.9x and 12-month forward EPS of 4,695 KRW (previously 4,885 KRW), considering entry into the Physical AI value chain including robotaxi and robotics actuators.statement
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