๐Ÿ–ผ Samsung Electronics, SK Hynix, SK Square, Samsung C&T, HD Hyundai Electric, Hyundai Rotem, Alteogen, Pharma Research, Hyosung Heavy Industries, HD Hyundai Heavy (Macquarie Equity Research)
SK ์ž‘์„ฑ์ž: YM๋ฆฌ์„œ์น˜()     2025-12-03 08:56
[๋ณต์‚ฌ]    * ์ข…๋ชฉ์„ ํด๋ฆญํ•˜๋ฉด, ์ข…๋ชฉ์— ๋Œ€ํ•œ ์ •๋ณด๋ฅผ ๋„ค์ด๋ฒ„์—์„œ ์‚ดํŽด๋ณผ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
๐Ÿ–ผ Samsung Electronics, SK Hynix, SK Square, Samsung C&T, HD Hyundai Electric, Hyundai Rotem, Alteogen, Pharma Research, Hyosung Heavy Industries, HD Hyundai Heavy (Macquarie Equity Research)
Korea Strategy: 2026 outlook KOSPI to roar again - Road to 6,000

โœจ 2026๋…„ KOSPI ๋ชฉํ‘œ ๋ฐ ์ฃผ์š” ๋™์ธ
โ€ข 2026๋…„ KOSPI๋Š” ๊ฐ•๋ ฅํ•œ ์ด์ต ์„ฑ์žฅ, ์ถฉ๋ถ„ํ•œ ์œ ๋™์„ฑ, ์ฆ์‹œ ์นœํ™”์ ์ธ ์ •๋ถ€ ์ •์ฑ…์— ํž˜์ž…์–ด 6,000์„ ์— ๊ทผ์ ‘ํ•  ๊ฒƒ์œผ๋กœ ์ „๋งํ•จ.
โ€ข KOSPI๊ฐ€ 6,000์„ ์— ๋„๋‹ฌํ•  ๊ฒฝ์šฐ, 2026๋…„ ์˜ˆ์ƒ ์ฃผ๋‹น์ˆœ์ด์ต(EPS) ์„ฑ์žฅ๋ฅ  48%๋ฅผ ๋ฐ”ํƒ•์œผ๋กœ ์ฃผ๊ฐ€์ˆ˜์ต๋น„์œจ(PER)์€ 14๋ฐฐ ์ˆ˜์ค€์—์„œ ๊ฑฐ๋ž˜๋  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒํ•จ.
โ€ข 2025๋…„ ์—ฐ์ดˆ ์ดํ›„ 70% ๊ธ‰๋“ฑ์—๋„ โ€ฆ

[์ถœ์ฒ˜] https://t.me/ym_research
 PC ํ”„๋กœ๊ทธ๋žจ(์œ ๋ฃŒ) 
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