---
title: "27F EPS 5,001원에 Target Multiple 13.4배(글로벌 Peer Group인 Camtek, Onto Innovation의 평균 Multiple 대비 20%… — 김종배 — DecisionGateway"
description: "statement by 김종배, recorded recently — verbatim quote and source citation."
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  "og:title": "27F EPS 5,001원에 Target Multiple 13.4배(글로벌 Peer Group인 Camtek, Onto Innovation의 평균 Multiple 대비 20%… — 김종배 — DecisionGateway"
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> Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt)

statement

# **27F EPS 5,001원에 Target Multiple 13.4배(글로벌 Peer Group인 Camtek, Onto Innovation의 평균 Multiple 대비 20% Discount) 적용하여 목표주가 산출.**

A statement by [**김종배**](https://dgw.tmarket.io/actors/01a1d94f-9e4c-7c39-bb74-d0d5bdd41485). Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *27F EPS 5,001원에 Target Multiple 13.4배(글로벌 Peer Group인 Camtek, Onto Innovation의 평균 Multiple 대비 20% Discount) 적용하여 목표주가 산출.*

hmsecresearchPublished 2026-11-09 [ Read source](https://t.me/hmsecresearch/6165)

[**김종배 dossier **](https://dgw.tmarket.io/actors/01a1d94f-9e4c-7c39-bb74-d0d5bdd41485)

## **Discussion**

## **Related claims**

[**The target price is raised to 15,000원 from 13,000원 on higher earnings estimates, maintaining the stock as top trading pick and keeping the Target P/E of 25x.**현대차증권 인터넷/게임 최승호 · commitment](https://dgw.tmarket.io/claims/01a1d940-b9b7-7fcc-b1af-5a38a8f81fc6) [**한국콜마에 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 · commitment](https://dgw.tmarket.io/claims/01a1d934-229b-77b5-aacc-4c582b02a84b) [**코스메카코리아 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 · commitment](https://dgw.tmarket.io/claims/01a1d934-6739-707f-b277-05c8f140c304) [**The high Target P/E is justified by the possibility of escaping two years of losses, shareholder returns and additional M&A using about 9천억 cash, and the arrival of a major new-title cycle, but full transition to a profit-growth phase in 28년 is needed to justify it.**현대차증권 인터넷/게임 최승호 · prediction](https://dgw.tmarket.io/claims/01a1d940-b9db-7766-a9ea-d9a133d06985) [**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 · commitment](https://dgw.tmarket.io/claims/01a1d939-d05f-7854-a9d2-e5908bc8415b) [**The 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.**현대차증권 · statement](https://dgw.tmarket.io/claims/01a1d93d-7719-700c-8dc5-07d1ef2f2eef)

## **More claims by 김종배**

[**동사의 전방 수요는 PCB에 국한되는 것이 아니라 Foundry/OSAT 등 Packaging 시장으로 확장된다는 것.**statement](https://dgw.tmarket.io/claims/01a1d94f-9ecd-7186-a83c-f3d5b83a1eca) [**이번 공시는 신규거래선향으로 단번에 약 400억원 규모의 수주를 확보한 내용으로, 중국 내 Reference가 빠르게 확보되고 있음을 의미.**statement](https://dgw.tmarket.io/claims/01a1d94f-9ec5-7668-920d-cb1e5b26ace6) [**11월 9일에 공시된 중국향 신규 거래선 확보로 인해 수주잔고는 약 2,000억원 후반 수준(하반기 매출 인식분 포함)에 이를 것으로 추정.**prediction](https://dgw.tmarket.io/claims/01a1d94f-9ebc-7906-ac77-8d089c21a817) [**2027년 연결 기준 매출액은 2,539억원(YoY +130%), 영업이익은 870억원(YoY +660%, OPM +34.3%)으로 컨센서스를 큰 폭으로 상회할 것으로 전망.**prediction](https://dgw.tmarket.io/claims/01a1d94f-9eb4-7eb1-9e41-e73feb7aabae) [**3Q26 연결 기준 매출액은 263억원(YoY +165%), 영업이익은 12억원(YoY 흑자전환, OPM +4.7%)으로 흑자전환을 달성함과 동시에 컨센서스를 상회할 것으로 예상.**prediction](https://dgw.tmarket.io/claims/01a1d94f-9eac-7c36-824a-4f51211121d8)

[All claims by 김종배](https://dgw.tmarket.io/claims?claimant_id=01a1d94f-9e4c-7c39-bb74-d0d5bdd41485)

[All claims](https://dgw.tmarket.io/claims)

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