[클로봇 주가전망] 다들 로봇 SW라는데 두산 물류자동화를 통째로 인수했습니다
정부 로봇 예산 42% 증액과 두산 DLS 인수를 통한 물류자동화 토털 솔루션 전환, 3년 내 5배 성장 목표를 근거로 상승 관점 제시(유증·재무 부담 병기)
Most covered가온전선 2 →SK아이이테크놀로지 (SKIET) 2클로봇 1 →
정부 로봇 예산 42% 증액과 두산 DLS 인수를 통한 물류자동화 토털 솔루션 전환, 3년 내 5배 성장 목표를 근거로 상승 관점 제시(유증·재무 부담 병기)
SK하이닉스 30조 설비투자와 ALD/ALG 장비 수주 기대, 2026년 실적 큰 폭 개선 전망을 근거로 상승 관점 제시(밸류에이션 부담 병기)
환율 착시로 눌렸을 뿐 K뷰티 수출 +36% 역대 최대, 2분기 매출 +46%·영업이익 +62%, 북미·유럽 급성장을 근거로 손절 대신 보유·상승 관점 제시
환율 하락 영향은 제한적이며 3분기 매출 성장, 미국·유럽 판매 증가와 중국 신공장 가동 등 물량 성장으로 조정 구간이 매집 자리라는 상승 관점 제시
환율 우려는 착시이며 관세 인하로 연 4조 원 절감, 8월 미국 월간 최다 판매, 현대차 대비 저평가와 목표주가 24만 원 상향을 근거로 상승 관점 제시
크로아티아 천무 수출 협의, 분기 영업이익 첫 1조 돌파, 수주잔고 38조, EU SAFE 기금과 평균 목표주가 162만 원(상승여력 약 50%)을 근거로 상승 관점 제시
금리 0% CB 완판, 현재가 대비 20% 높은 전환가액, 인텔 납품 실적과 제2공장 증설, 순이익 +83%를 근거로 반도체 증설 수혜 상승 관점 제시
+14% 급등·거래량 폭증 구간이므로 추격매수보다 조정을 기다리라며 단기 조정 가능성을 제시
한진칼 압수수색 노이즈와 본업을 분리하고 화물 운임 +40%, 3분기 여객 흑자전환, 12월 아시아나 통합 시너지와 목표주가 38,000원을 근거로 상승 관점 제시
사상 최대 실적, PUBG IP 매출 +25%, 서브노티카2 흥행, 인도·AI 모멘텀과 목표주가 42만 원을 근거로 저평가 해소·상승 관점 제시
광주 반도체 산단 조성에 따른 최대 수혜주로 지목되고 9.5조 수주잔고·실적 개선으로 상승 흐름
[Ildong Pharmaceutical Stock Outlook] Yesterday's +20% surge — the real reason you must not see it as a mere theme play
[Kolon TissueGene Stock Outlook] Why you must not throw it away now that it's been cut in half — the answer is in October
[OliX Stock Outlook] Those of you stuck at 100,000 won, watch this video and then decide
[LG Innotek Stock Outlook] Foldable iPhone and AI Wearables — The Direction Gets Decided Right Here Next Week
[Hyundai Rotem Stock Outlook] It's been cut in half but the order backlog is record-breaking — what kind of situation is this
[Hanwha Stock Outlook] Everyone sees it as just a beaten-down defense stock, but the Fair Trade Commission's approval says the exact opposite
[HD Hyundai Construction Equipment Stock Outlook] Everyone is scared of the rights offering, but the 87.7 billion won from India says the exact opposite
[TLB Stock Outlook] Now That It's Gone From 20,000 Won to 40,000 Won, Is This the Spot Where the Breakout Supply Is Being Tested?
[Woori Technology Investment Stock Outlook] Everyone is only looking at the plunge, but they're missing that it's Bitcoin's leading VC
[Hecto Financial Stock Outlook] Even With Record-High Earnings as Good News It's Falling Right Now — Should We Buy or Watch and Wait?
[Gaon Cable Stock Outlook] Now that it has surged on Trump's order, should we dump it or does it go further from here
[POSCO Holdings Stock Outlook] Now That 1 Trillion Won Has Been Poured Into Lithium, Should We Dump It or Load Up Here?
[Kolmar Korea Stock Outlook] Record-High K-Beauty Exports — The Identity of the Company That Makes All Those Products
[SK Square Stock Outlook] It's Sliding but There's No Volume — Is It Okay to Buy Now, or Is It Too Late?
[Hyundai Motor Stock Outlook] Now That It Hit 330,000 Won and Recovered to 400,000 Won, Should We Dump It or Hold On?
[Enchem Stock Outlook] Now that the 250 billion won CB that was holding it back has been cleared, should we dump it or hold out here
[Daewoo E&C Stock Outlook] Now that it plunged 4%-plus intraday today, should we dump it or hold on here
[LS Electric Stock Outlook] Now that Trump has blocked China, I'll lay out whether you can buy in now
[Daewon Cable Stock Outlook] With renewables up 6x and Trump's regulations on top, I'll break down whether you can buy in now
[Alteogen Stock Outlook] Now That the Secret Behind the 12 Trillion Won Technology Export Has Been Revealed, Is It Okay to Buy In Now
[LG Electronics Stock Outlook] Now That It's Halved From the Peak, Should You Dump It or Hold On Here
[KEPCO Stock Outlook] Now That It Closed at 33,950 Won, Should You Dump It or Hold On Here
[Hyundai Mobis Stock Outlook] After finished cars, it's parts' turn — I'll lay out whether you can buy in now
[Samsung Electro-Mechanics Stock Outlook] 10 hyperscalers are lined up — the 3 million won target price is decided right at this spot
[Kakao Stock Outlook] They all say it's past its prime, but the number — double-digit growth in TalkBiz for the first time in 4 years — says the exact opposite
[SK IE Technology Stock Outlook] Hidden in the merger exchange ratio, the reason this stock can't rise indefinitely
[Samsung SDI Stock Outlook] They say EVs are over, but here's why this company that turned toward ESS comes back to life
[SK IE Technology Stock Outlook] Everyone says the absorption merger is bad news, but the disappearance of bankruptcy worries says the exact opposite
[HLB Stock Outlook] Those of you stuck in the 30,000 won range, watch this video and decide
[Hanwha Ocean Stock Outlook] Bad news came out today, so why did the share price hold up?
[Sanil Electric Stock Outlook] Today's upper tail with massive volume — the reason this is the spot where the big players accumulated
[Hyosung Heavy Industries Stock Outlook] They say they're blocking foreign products, so why is only this company rising? I've laid out the real reason
[Naver Stock Outlook] They all say nobody's interested, but the AI ad purchase-conversion-rate 3x number says the exact opposite
[KoMiCo Stock Outlook] A plunge right after the bonus issue and stock split — should we dump now, or should we hold on?
[Psomagen Stock Outlook] Everyone says it's a correction, but the hidden numbers after Moderna's limit-up say the exact opposite
[SK Telecom share price outlook] I dismissed it as a telecom stock, but AI data center revenue exploded 92% in just one year
[LG Energy Solution share price outlook] They declared an all-out North America offensive today, so why is the share price falling?
[Shin Poong Pharm Stock Outlook] The COVID resurgence catalyst isn't over yet, the next shooting spot splits
[Hanmi Pharmaceutical Stock Outlook] A record-breaking 3.2 trillion export landed, so do you know why it plunged 10% today?
[Celltrion Stock Outlook] I've laid out why Trump's drug pricing policy becomes an opportunity for Celltrion
[Samsung Electronics Stock Outlook] Now that it has slipped to 250,000 won, should we dump, or should we hold on here?
[SK Hynix share price outlook] With the 40 trillion won cancellation and Nvidia's earnings on top, this week decides the direction
[YEST Stock Outlook] From 44,000 won down to the 20,000-won range — should I dump now, or hold out here?
[SK Securities Stock Outlook] Cut in half from 6,000 won to the 2,000-won range — should I dump now, or hold out here?
[L&F Stock Outlook] A Sharp Rebound From 60,000 Won to 120,000 Won, Is Now the Real Beginning or the End
[Hecto Financial Stock Outlook] Three grounds why cutting your losses here could be what you regret the most later
[Samsung Heavy Industries Stock Outlook] Operating profit forecast to top 1 trillion won, the reason the direction splits completely right here