statement
Cumulative 3Q26 new orders reached 7.6 trillion KRW, 56% of the annual target, with electrified components at 76% of the mix.
A statement by 현대차증권. Statements are as reported by the cited publishers — not verified by DecisionGateway.
신규 수주는 3Q26 누적 7.6조원으로 연간 목표 56% 달성, 전장 제품 비중 76% 기록
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2026 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).현대차증권 · statement3Q26 revenue is expected at 691억원 (YoY -45.8%) with an operating loss of -263억원, in line with estimates, as the absence of new titles accelerates declines in both PC and mobile.현대차증권 인터넷/게임 최승호 · predictionCJ제일제당 recorded 3Q26 consolidated revenue of 7조 3,952억원 and operating profit of 3,090억원, in line with market expectations.report author · statement디아이's 3Q26 results were revenue of 217.7 billion won (YoY +99.6%, QoQ +29.1%) and operating profit of 59.3 billion won (YoY +493.1%, QoQ +49.9%, OPM 27.3%), far exceeding consensus and the analyst's estimates.현대차증권 반도체소부장/로보틱스 윤동욱 · 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).현대차증권 · statementFor the six months ended June 30, 2026, the company's revenue reached $16.3 billion, compared with $1.2 billion in the same period last year.文件 · 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).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.statementInvestment opinion BUY maintained; target price lowered 8.5% to 54,000 KRW.statement
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