2024.4Q 실적(단위 : 억) 

목표가상향수주잔고수출데이터밸류체인반등강도
전체 반도체 2차전지 자동차/자율주행 디스플레이 전기전자/로봇/통신 철강/건설 조선/기계/우주/방산 음식료/비료/종이 정유/화학/원전/전력 엔터/미디어/게임/IT서비스 유통/여행/화장품/의류 미용/의료/제약 금융
영업이익 YoY, QoQ 흑자전환 매출,영업이익 YoY, QoQ 성장 매출 YoY, QoQ 성장 영업이익 YoY, QoQ 성장 매출액 YoY 100%이상 매출액 QoQ 100%이상 영업이익 YoY 100%이상 영업이익 QoQ 100%이상
분기별 매출액 성장 분기별 영업이익 성장 분기별 수주잔고 성장 8주에 80%이상 상승 신저가대비 100%이상 상승 50일신고가+신저가대비 70%이상 2주에 15%이상 하락 반등강도(30~40)
130   1    10    [  : 목표주가 상향 /   : 목표주가 하향 ] 매출액 영업이익OPM
종목명 반등 주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
NDAP시스템 16.3 17,850( 6.63)
36,300 / 14,270		 5.62
103.36 		6.12
-20.06		 -2.14 3.12
25.09		 8.05 1593 918 1293 1319 1638 2.8% 24.2% 207 13 72 7.8 126 9.7 143 10.8 130 7.9 -37.2% -9.1% 2,727억
NDDB하이텍 52.3 44,700( 1.94)
58,900 / 29,100		 -1.54
31.77 		3.47
-34.9		 5.18 33.43
53.61		 39.91 2794 2615 2983 2877 2834 1.4% -1.5% 422 15.1 411 15.7 674 22.6 470 16.3 352 12.4 -16.6% -25.1% 19,846억
NDGST 50.1 21,550( 2.38)
30,821 / 12,252		 3.36
43.02 		6.68
-43.15		 11.89 19.39
75.89		 45.02 766 757 917 918 870 13.6% -5.2% 145 18.9 85 11.2 196 21.4 192 20.9 117 13.4 -19.3% -39.1% 4,012억
NDHPSP  12.8 27,950( 2.57)
63,900 / 22,650		 9.18
128.62 		4.29
-18.96		 -10.42 -2.78
23.4		 -14.92 305 377 273 497 121 39.7 199 52.8 120 44 261 52.5 23,258억
NDISC  30.8 61,700( 3.18)
108,000 / 41,100		 0.82
75.04 		-4.19
-33.39		 -17.07 -15.6
50.12		 35.46 249 351 498 504 391 57% -22.4% 24 9.6 86 24.5 149 29.9 138 27.4 74 18.9 208.3% -46.4% 13,078억
NDKEC 9.7 794( 3.12)
1,943 / 671		 0.38
144.71 		-3.17
-15.49		 -11.97 -8
18.33		 -3.17 459 609 676 608 536 16.8% -11.8% -148 0 -16 0 4 0.6 -56 0 -62 0 적자 적자 1,594억
NDLB세미콘 11.2 3,745( 2.88)
9,630 / 3,000		 1.63
157.14 		-2.98
-19.89		 -11.57 -6.38
24.83		 8.39 1141 1028 1232 1193 1054 -7.6% -11.7% -32 0 -75 0 12 1 -21 0 -104 0 적자 적자 1,639억
NDLX세미콘  20.4 57,600( 1.05)
86,800 / 50,100		 -4.79
50.69 		-4
-13.02		 -10 -5.88
14.97		 -2.37 5127 4583 4849 4198 5025 -2% 19.7% 672 13.1 462 10.1 561 11.6 343 8.2 304 6 -54.8% -11.4% 9,368억
NDPI첨단소재  18.6 17,990( -3.18)
34,350 / 14,250		 -4.81
90.94 		-1.26
-20.79		 -14.54 -2.18
26.25		 4.65 534 518 737 707 551 3.2% -22.1% 11 2.1 24 4.6 177 24 121 17.1 24 4.4 118.2% -80.2% 5,283억
NDSFA반도체 5.9 3,135( 2.12)
8,150 / 2,820		 -0.16
159.97 		-1.72
-10.05		 -14.46 -5.71
11.17		 -1.72 969 1220 1113 950 718 -25.9% -24.4% -57 0 24 2 4 0.4 2 0.2 -33 0 적자 적전 5,155억
NDSK하이닉스  63.2 204,500( 2.4)
248,500 / 129,000		 8.83
21.52 		7.52
-36.92		 -2.62 -2.62
58.53		 19.1 113055 124296 164233 175731 3460 3.1 28860 23.2 54685 33.3 70300 40 148조
ND가온칩스 21.8 49,350( 4.78)
127,900 / 27,450		 7.63
159.17 		5.11
-44.38		 -14.02 3.79
79.78		 41.4 207 179 232 289 263 27.1% -9% 22 10.6 -6 0 0 0 22 7.6 18 6.8 -18.2% -18.2% 5,723억
ND그린리소스 25.1 16,970( 0.24)
36,250 / 10,500		 14.35
113.61 		15.13
-38.13		 2.97 -2.58
61.62		 26.64 0 40 43 43 56 - 30.2% 0 0 6 15 5 11.6 3 7 -5 0 - 적전 1,402억
ND기가비스 14.5 29,500( 2.61)
83,800 / 20,300		 -0.84
184.07 		3.33
-31.19		 -13.24 -6.79
45.32		 4.98 535 62 90 39 249 46.5 -9 0 3 3.3 -3 0 3,739억
ND네오셈 36.6 11,030( 2.13)
17,270 / 7,420		 5.55
56.57 		1.19
-32.73		 -11.33 9.75
48.65		 15.62 249 284 99 332 331 32.9% -0.3% 20 8 26 9.2 -15 0 104 31.3 49 14.8 145% -52.9% 4,838억
ND네패스 7.9 7,250( 4.32)
22,450 / 5,940		 2.69
209.66 		-3.2
-18.07		 -16.09 -1.49
22.05		 9.68 1189 1215 1286 1088 1052 -11.5% -3.3% -111 0 -72 0 -34 0 -156 0 297 28.2 흑전 흑전 1,671억
ND네패스아크 8.9 12,150( 3.93)
46,400 / 8,790		 3.49
281.89 		-0.49
-27.65		 -12.21 -1.06
38.23		 15.94 355 331 340 264 256 -27.9% -3% 15 4.2 4 1.2 -9 0 -57 0 37 14.5 146.7% 흑전 1,480억
ND넥스트칩 11.1 8,240( 0.98)
18,210 / 7,000		 1.35
121 		-8.44
-15.05		 -31.62 -39.5
17.71		 -47.91 48 60 66 91 105 118.8% 15.4% -66 0 -46 0 -42 0 -37 0 -57 0 적자 적자 1,490억
ND넥스틴  43.8 57,200( 12.16)
78,800 / 40,350		 11.5
37.76 		14.63
-29.46		 2.33 -2.22
41.76		 0.53 190 341 147 347 301 58.4% -13.3% 58 30.5 189 55.4 4 2.7 143 41.2 132 43.9 127.6% -7.7% 5,970억
ND뉴파워프라즈마 28.5 4,920( 2.39)
7,250 / 3,990		 7.19
47.36 		3.58
-18.9		 1.13 5.58
23.31		 9.58 1021 1054 1410 1285 1449 41.9% 12.8% 33 3.2 52 4.9 141 10 33 2.6 100 6.9 203% 203% 2,149억
ND뉴프렉스  8.8 4,785( 0.1)
13,380 / 3,955		 0.53
179.62 		-3.72
-17.35		 -14.4 -14.55
20.99		 4.02 523 509 415 452 424 -18.9% -6.2% 53 10.1 48 9.4 40 9.6 39 8.6 23 5.4 -56.6% -41% 1,169억
ND대덕전자  30.8 18,130( 4.38)
29,950 / 12,870		 5.1
65.2 		1.57
-29.01		 -9.58 14.67
40.87		 17.8 2344 2148 2382 2327 2064 -11.9% -11.3% 64 2.7 -29 0 109 4.6 92 4 -60 0 적전 적전 8,959억
ND덕산하이메탈 18.8 4,180( 4.37)
8,600 / 3,160		 3.72
105.74 		1.21
-24.4		 -1.99 5.42
32.28		 5.29 333 608 606 575 568 70.6% -1.2% -82 0 39 6.4 70 11.6 24 4.2 51 9 흑전 112.5% 1,899억
ND데이타솔루션 18.6 4,505( 1.24)
8,300 / 3,635		 1.81
84.24 		-2.28
-19.31		 -7.87 -10.97
23.93		 -2.8 448 172 147 268 512 14.3% 91% 27 6 -11 0 -12 0 -2 0 25 4.9 -7.4% 흑전 730억
ND동운아나텍 82.8 22,350( 0.9)
23,937 / 14,718		 7.71
7.1 		12.42
-34.15		 6.68 18.25
51.85		 20.23 322 340 369 363 308 -4.3% -15.2% 58 18 52 15.3 51 13.8 65 17.9 5 1.6 -91.4% -92.3% 4,261억
130   1    10    [  : 목표주가 상향 /   : 목표주가 하향 ] 매출액 영업이익OPM
종목명 반등 주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
ND동진쎄미켐 33.5 30,700( 7.72)
51,500 / 20,200		 10.63
67.75 		17.18
-34.2		 11.84 35.84
51.98		 30.64 3225 3330 3554 3594 3603 11.7% 0.3% 366 11.3 471 14.1 500 14.1 619 17.2 493 13.7 34.7% -20.4% 15,784억
ND두산테스나  20.3 30,300( 9.58)
59,900 / 22,750		 4.66
97.69 		0.5
-24.92		 -13.8 1.68
33.19		 25.21 857 917 998 987 828 -3.4% -16.1% 132 15.4 112 12.2 167 16.7 110 11.1 -11 0 적전 적전 5,856억
ND디바이스이엔지 2.8 11,050( 0.55)
17,570 / 10,860		 0.36
59 		-0.27
-1.72		 -6.91 -3.91
1.75		 -11.95 215 79 76 53 261 21.4% 392.5% 33 15.3 5 6.3 -31 0 -11 0 80 30.7 142.4% 흑전 777억
ND디아이 29.6 13,070( 9.74)
30,800 / 5,630		 14.15
135.65 		-1.13
-56.92		 -19.12 -25.23
132.15		 0 531 347 461 542 788 48.4% 45.4% -29 0 -18 0 9 2 -17 0 57 7.2 흑전 흑전 3,698억
ND디엔에프 14.6 10,230( 4.39)
26,350 / 7,470		 3.44
157.58 		-10.11
-26.98		 -10.26 -4.03
36.95		 13.54 74 194 202 176 165 123% -6.3% 0 0 12 6.2 -3 0 -13 0 -6 0 - 적자 1,183억
ND디케이티  20.1 7,900( 1.94)
13,950 / 6,380		 1.41
76.58 		-1.25
-19.24		 -8.35 3.13
23.82		 3.4 680 1157 1077 817 981 44.3% 20.1% 31 4.6 76 6.6 76 7.1 50 6.1 28 2.9 -9.7% -44% 1,580억
ND라온텍 4.8 2,760( -1.08)
9,900 / 2,400		 3.56
258.7 		-0.9
-13.04		 -17.61 -22.36
15		 -5.48 38 27 17 15 30 -21.1% 100% 4 10.5 -6 0 -17 0 -27 0 -18 0 적전 적자 830억
ND램테크놀러지 40 4,485( 1.47)
7,430 / 2,525		 2.75
65.66 		0.45
-43.7		 -12.91 7.94
77.62		 37.16 95 116 119 109 99 4.2% -9.2% -11 0 -5 0 -2 0 0 0 -9 0 적자 - 641억
ND레이크머티리얼즈 25.4 15,700( 5.16)
33,100 / 9,790		 7.68
110.83 		-16.27
-37.64		 1.68 25.4
60.37		 32.6 315 308 307 324 447 41.9% 38% 91 28.9 49 15.9 51 16.6 40 12.3 82 18.3 -9.9% 105% 10,319억
ND리노공업  44.5 217,000( 4.58)
309,000 / 143,300		 12.14
42.4 		4.08
-33.96		 -3.56 10.1
51.43		 43.33 579 548 709 689 834 44% 21% 301 52 233 42.5 332 46.8 306 44.4 370 44.4 22.9% 20.9% 33,075억
ND마이크로컨텍솔 54.5 10,020( 9.03)
14,850 / 4,245		 12.84
48.2 		11.96
-57.63		 28.3 77.66
136.04		 104.07 145 143 151 184 -12 0 19 13.3 15 9.9 26 14.1 832억
ND마이크로투나노 7.1 6,100( 0.83)
23,750 / 4,745		 0.49
289.34 		3.92
-22.21		 -1.93 -10.43
28.56		 -8.55 45 6 21 31 -65 0 -29 0 -34 0 -12 0 361억
ND매커스 25.7 10,050( 2.24)
19,440 / 6,810		 8.53
93.43 		8.65
-32.24		 3.82 9.12
47.58		 18.79 339 390 416 419 40 11.8 56 14.4 54 13 55 13.1 1,624억
ND메카로 68.8 9,940( -0.2)
11,360 / 6,810		 0.51
14.29 		0.4
-31.49		 7.93 19.76
45.96		 25.03 127 128 141 160 197 55.1% 23.1% -14 0 -12 0 2 1.4 7 4.4 44 22.3 흑전 528.6% 1,013억
ND미래반도체 18 12,250( 2.42)
24,200 / 9,620		 1.66
97.55 		-0.49
-21.47		 -8.38 4.34
27.34		 -4.74 1047 1181 1322 1233 24 2.3 32 2.7 30 2.3 27 2.2 1,768억
ND미코 22.6 9,890( 4.88)
19,860 / 6,980		 12.39
100.81 		10.63
-29.42		 6.23 6.12
41.69		 22.25 976 1233 1422 1378 1370 40.4% -0.6% -2 0 231 18.7 349 24.5 270 19.6 97 7.1 흑전 -64.1% 3,304억
ND브이엠 27.1 9,680( 3.31)
20,950 / 5,500		 6.02
116.43 		1.47
-43.18		 13.08 36.92
76		 44.05 37 82 197 93 330 791.9% 254.8% -42 0 -52 0 2 1 -21 0 -14 0 적자 적자 2,330억
ND비씨엔씨 17.2 10,510( 3.55)
27,000 / 7,080		 5.63
156.9 		1.55
-32.64		 -1.87 17.96
48.45		 10.05 178 177 195 192 208 16.9% 8.3% 5 2.8 4 2.3 -2 0 1 0.5 -20 0 적전 적전 1,344억
ND비에이치  3.2 14,810( -0.13)
27,400 / 14,400		 -1.53
85.01 		-1.4
-2.77		 -11.1 -8.41
2.85		 -3.01 5166 2989 4685 4992 4878 -5.6% -2.3% 153 3 84 2.8 313 6.7 526 10.5 -53 0 적전 적전 5,104억
ND비엠티 32.3 9,320( 1.86)
14,400 / 6,900		 -0.64
54.51 		4.72
-25.97		 13.24 28.2
35.07		 14.08 399 312 326 327 363 -9% 11% 9 2.3 27 8.7 14 4.3 0 0 23 6.3 155.6% - 850억
ND비트나인 27.8 2,070( -1.9)
4,086 / 1,292		 0.73
97.39 		-1.43
-37.58		 -13.75 -15.34
60.22		 -29.23 80 76 104 55 -55 0 -19 0 -20 0 -4 0 702억
ND삼성전자  12.3 54,700(0)
88,800 / 49,900		 1.86
62.34 		0.37
-8.78		 -2.32 0.74
9.62		 -3.53 677799 719156 740683 790987 757883 11.8% -4.2% 28247 4.2 66060 9.2 104439 14.1 91834 11.6 64927 8.6 129.9% -29.3% 326조
ND샘씨엔에스 21 4,720( 4.77)
9,280 / 3,505		 3.51
96.61 		0.21
-25.74		 -9.4 0.21
34.66		 10.8 80 109 135 157 132 65% -15.9% -17 0 6 5.5 30 22.2 31 19.7 -15 0 적자 적전 2,755억
ND서플러스글로벌 10.1 2,605( 0.58)
4,520 / 2,390		 2.36
73.51 		-1.51
-8.25		 -5.44 -1.7
9		 -3.87 536 403 792 662 653 21.8% -1.4% 25 4.7 11 2.7 90 11.4 16 2.4 22 3.4 -12% 37.5% 963억
ND셀바스AI 24.6 13,100( 3.39)
23,150 / 9,820		 0.61
76.72 		-2.38
-25.04		 -13.36 3.64
33.4		 15.22 136 272 275 277 300 120.6% 8.3% 0 0 -4 0 2 0.7 -6 0 17 5.7 - 흑전 3,525억
130   1    10    [  : 목표주가 상향 /   : 목표주가 하향 ] 매출액 영업이익OPM
종목명 반등 주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
ND솔브레인  25.3 210,000( 5)
358,500 / 159,600		 5.37
70.71 		12.9
-24		 11.58 17.91
31.58		 12.54 1949 2107 2162 2199 226 11.6 460 21.8 457 21.1 397 18.1 16,334억
ND솔브레인홀딩스 2 31,750( 3.42)
93,200 / 30,500		 1.44
193.54 		-2.91
-3.94		 -9.03 -17.1
4.1		 -13.84 1506 1362 1290 1159 1341 -11% 15.7% 254 16.9 260 19.1 318 24.7 200 17.3 79 5.9 -68.9% -60.5% 6,656억
ND솔트룩스 52.9 24,800( 4.42)
35,900 / 12,340		 4.42
44.76 		-0.4
-50.24		 -14.48 9.73
100.97		 14.02 170 66 122 141 132 -22.4% -6.4% 22 12.9 -56 0 -39 0 18 12.8 11 8.3 -50% -38.9% 3,008억
ND시그네틱스 9.3 813( 1.88)
2,335 / 657		 -0.25
187.21 		-3.56
-19.19		 -9.67 -9.06
23.74		 -2.63 332 345 314 256 264 -20.5% 3.1% -47 0 -54 0 -59 0 -75 0 -69 0 적자 적자 696억
ND신성이엔지 12.8 1,230( 2.24)
2,590 / 1,030		 0.24
110.57 		-0.32
-16.26		 -3.61 -4.06
19.42		 0 1687 1341 1453 1421 1620 -4% 14% 39 2.3 51 3.8 -26 0 -38 0 67 4.1 71.8% 흑전 2,531억
ND심텍  34.4 21,050( 0.48)
42,700 / 9,690		 12.69
102.85 		4.21
-53.97		 36.25 78.24
117.23		 72.12 2970 2939 3117 3248 3031 2.1% -6.7% -287 0 -149 0 36 1.2 5 0.2 -361 0 적자 적전 6,705억
ND싸이맥스 20.5 10,760( 3.46)
23,750 / 7,410		 6.53
120.72 		4.87
-31.13		 -6.35 11.5
45.21		 16.07 483 430 386 384 449 -7% 16.9% 0 0 40 9.3 56 14.5 60 15.6 75 16.7 - 25% 1,175억
ND씨앤지하이테크 52.7 14,510( -0.41)
20,209 / 8,172		 7.08
39.28 		1.97
-43.68		 -5.72 44.23
77.56		 42.25 310 352 493 231 733 136.5% 217.3% -7 0 0 0 63 12.8 -11 0 74 10.1 흑전 흑전 1,397억
ND아비코전자 17.6 5,770( 1.76)
15,180 / 3,765		 6.85
163.08 		9.49
-34.75		 -4.31 6.85
53.25		 26.67 273 296 321 300 292 7% -2.7% -24 0 -15 0 -7 0 -13 0 -13 0 적자 적자 767억
ND아스플로 13.7 5,050( 1.71)
12,700 / 3,840		 6.77
151.49 		1
-23.96		 -0.98 9.66
31.51		 5.54 206 260 213 147 -12 0 27 10.4 0 0 -33 0 673억
ND아진엑스텍 28.5 7,790( 5.7)
14,280 / 5,200		 8.19
83.31 		7.89
-33.25		 -5 5.27
49.81		 15.41 61 73 60 62 54 -11.5% -12.9% 0 0 0 0 -11 0 -11 0 -9 0 - 적자 759억
ND어보브반도체 30.9 12,440( 5.33)
25,750 / 6,500		 5.33
106.99 		-5.33
-47.75		 -9.46 44.32
91.38		 48.98 601 613 645 545 517 -14% -5.1% -32 0 -11 0 3 0.5 -19 0 -28 0 적자 적자 2,211억
ND에스앤에스텍 48 33,600( 6.84)
49,400 / 19,010		 16.67
47.02 		14.29
-43.42		 7.01 15.46
76.75		 57.75 404 418 424 465 61 15.1 74 17.7 85 20 95 20.4 7,207억
ND에스에이엠티 22.5 2,815( 0.72)
3,900 / 2,500		 2.55
38.54 		3.11
-11.19		 4.26 7.44
12.6		 7.24 6299 6899 7181 7340 7473 18.6% 1.8% 128 2 214 3.1 148 2.1 147 2 162 2.2 26.6% 10.2% 2,814억
ND에스티아이  24.6 20,900( 5.98)
43,250 / 13,620		 9.54
106.94 		4.55
-34.83		 -4.13 3.98
53.45		 31.03 899 655 752 615 1316 46.4% 114% 118 13.1 19 2.9 45 6 23 3.7 182 13.8 54.2% 691.3% 3,308억
ND에이디테크놀로지 14.8 18,000( 4.9)
52,200 / 12,060		 3.45
190 		-5.46
-33		 -18.18 -9.91
49.25		 21.79 394 305 202 344 -22 0 -37 0 -44 0 -16 0 2,419억
ND에이엘티 29.3 11,400( 2.15)
26,750 / 5,040		 5.65
134.65 		3.54
-55.79		 -14.35 49.02
126.19		 63.79 114 90 92 84 99 -13.2% 17.9% 3 2.6 -31 0 -21 0 -40 0 -27 0 적전 적자 1,021억
ND에이직랜드 18.3 33,450( 3.08)
84,500 / 22,050		 3.24
152.62 		3.08
-34.08		 -10.92 -18.22
51.7		 15.15 0 216 120 141 460 - 226.2% 0 0 18 8.3 -39 0 -55 0 -92 0 - 적자 3,603억
ND에이팩트 15.4 2,565( 4.48)
7,250 / 1,710		 5.99
182.65 		-2.29
-33.33		 -5.87 -11.7
50		 9.85 203 217 201 192 254 25.1% 32.3% -61 0 -61 0 -68 0 -65 0 -19 0 적자 적자 1,086억
ND에프에스티 26.7 21,400( 3.13)
41,486 / 14,066		 8.24
93.86 		-0.47
-34.27		 2.64 17
52.14		 27.08 420 496 512 584 780 85.7% 33.6% -115 0 -29 0 6 1.2 2 0.3 42 5.4 흑전 2000% 4,655억
ND엑시콘 16 12,480( 4.96)
33,868 / 8,410		 4.87
171.38 		1.71
-32.61		 -11.05 -6.17
48.39		 23.93 111 71 77 38 129 16.2% 239.5% -46 0 -47 0 -30 0 -67 0 -11 0 적자 적자 1,628억
ND엘오티베큠 16.1 10,040( 7.38)
24,450 / 7,270		 6.81
143.53 		1.21
-27.59		 1.01 6.24
38.1		 15.8 1000 725 695 599 638 -36.2% 6.5% 139 13.9 17 2.3 10 1.4 -27 0 -41 0 적전 적자 1,788억
ND엠로 34.3 53,800( 1.32)
84,200 / 37,900		 -1.82
56.51 		-15.81
-29.55		 -31.46 -21.35
41.95		 -20.65 174 146 192 232 10 5.7 0 0 18 9.4 44 19 6,539억
ND엠케이전자 30.2 8,260( 4.03)
15,000 / 5,340		 2.86
81.6 		-2.02
-35.35		 -6.88 19.71
54.68		 19.02 3437 2720 2951 2679 3340 -2.8% 24.7% 139 4 87 3.2 212 7.2 48 1.8 308 9.2 121.6% 541.7% 1,822억
ND예스티 22.9 12,800( -1.31)
29,900 / 7,710		 -3.25
133.59 		-9.54
-39.77		 -5.33 -3.03
66.02		 49.53 270 232 278 233 257 -4.8% 10.3% 9 3.3 25 10.8 28 10.1 43 18.5 12 4.7 33.3% -72.1% 2,679억
130   1    10    [  : 목표주가 상향 /   : 목표주가 하향 ] 매출액 영업이익OPM
종목명 반등 주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
ND오로스테크놀로지  41.1 24,500( 7.93)
40,750 / 13,180		 13.69
66.33 		1.03
-46.2		 0.62 16.95
85.89		 77.28 188 38 120 166 290 54.3% 74.7% 44 23.4 -59 0 -5 0 24 14.5 100 34.5 127.3% 316.7% 2,294억
ND오킨스전자 18.9 5,810( 0.69)
14,910 / 3,685		 2.65
156.63 		3.01
-36.57		 -7.63 13.04
57.67		 17.73 185 155 160 171 178 -3.8% 4.1% -3 0 2 1.3 13 8.1 -4 0 9 5.1 흑전 흑전 1,027억
ND오픈베이스 24.8 2,370( 2.16)
2,945 / 2,180		 0
24.26 		-3.27
-8.02		 -7.78 -4.05
8.72		 5.1 896 384 355 517 1003 11.9% 94% 42 4.7 0 0 0 0 17 3.3 49 4.9 16.7% 188.2% 744억
ND오픈엣지테크놀로지 15.5 14,090( 5.62)
38,800 / 9,550		 1.22
175.37 		-3.29
-32.22		 -14.09 0.5
47.54		 39.64 137 24 40 66 21 -84.7% -68.2% 48 35 -71 0 -57 0 -24 0 -90 0 적전 적자 3,082억
ND와이씨 29.7 10,340( 4.13)
22,950 / 5,020		 1.57
121.95 		-6.17
-51.45		 -16.61 -11.32
105.98		 6.16 551 339 650 483 639 16% 32.3% 56 10.2 1 0.3 99 15.2 -5 0 10 1.6 -82.1% 흑전 8,483억
ND와이씨켐 57.2 25,300( 2.22)
36,700 / 10,070		 10.72
45.06 		16.59
-60.2		 -6.64 31.7
151.24		 95.37 149 158 176 185 183 22.8% -1.1% -42 0 -26 0 -20 0 -19 0 -14 0 적자 적자 2,557억
ND와이엠티 48.8 10,790( -1.46)
14,400 / 7,350		 9.65
33.46 		8.88
-31.88		 -2.97 -0.83
46.8		 26.94 362 295 348 363 369 1.9% 1.7% 0 0 0 0 9 2.6 21 5.8 6 1.6 - -71.4% 1,760억
ND원익IPS  21.3 26,000( 2.77)
44,850 / 20,900		 6.78
72.5 		2.56
-19.62		 -0.95 10.87
24.4		 14.54 2254 1138 1549 1846 2948 30.8% 59.7% 120 5.3 -267 0 -31 0 145 7.9 259 8.8 115.8% 78.6% 12,761억
ND원익QnC  14.9 20,300( 7.64)
41,000 / 16,680		 13.79
101.97 		10.27
-17.83		 -2.64 2.06
21.7		 1.81 2022 2164 2330 2251 2171 7.4% -3.6% 84 4.2 325 15 363 15.6 299 13.3 -81 0 적전 적전 5,336억
ND원익머트리얼즈 17.3 21,200( 7.83)
43,850 / 16,450		 9.39
106.84 		1.92
-22.41		 9.67 16.36
28.88		 16.48 920 753 765 793 796 -13.5% 0.4% 68 7.4 114 15.1 159 20.8 120 15.1 126 15.8 85.3% 5% 2,672억
ND원익홀딩스 95.7 4,805( 6.31)
4,925 / 2,135		 4.34
2.5 		17.63
-55.57		 66.84 76.33
125.06		 83.75 1872 1168 1752 1462 2066 10.4% 41.3% 122 6.5 -29 0 95 5.4 109 7.5 137 6.6 12.3% 25.7% 3,711억
ND월덱스 34.7 19,220( 6.6)
27,700 / 14,710		 13.93
44.12 		12.73
-23.47		 7.19 10.84
30.66		 15.44 606 664 817 794 791 30.5% -0.4% 98 16.2 143 21.5 218 26.7 184 23.2 156 19.7 59.2% -15.2% 3,173억
ND윈팩 7.2 672( 0.75)
2,195 / 553		 -1.9
226.64 		-6.67
-17.71		 -7.82 -13.96
21.52		 -21.22 190 226 204 163 -54 0 -53 0 -47 0 -68 0 782억
ND유니셈 23 6,880( 3.77)
12,480 / 5,210		 6.83
81.4 		2.53
-24.27		 -2.69 6.83
32.05		 17.41 615 551 450 564 614 -0.2% 8.9% 15 2.4 45 8.2 -5 0 32 5.7 26 4.2 73.3% -18.8% 2,109억
ND유니퀘스트 39.4 6,900( 1.47)
11,350 / 4,010		 10.05
64.49 		8.32
-41.88		 10.05 -3.77
72.07		 58.8 1807 1721 1710 1693 1977 9.4% 16.8% 104 5.8 85 4.9 91 5.3 78 4.6 87 4.4 -16.3% 11.5% 1,490억
ND유니트론텍 40.2 5,690( 0.89)
8,000 / 4,135		 1.97
40.6 		6.36
-27.33		 -1.9 3.45
37.61		 21.06 1496 1767 1919 1644 1790 19.7% 8.9% 67 4.5 83 4.7 95 5 46 2.8 146 8.2 117.9% 217.4% 1,095억
ND유진테크  42.3 42,850( 5.02)
60,000 / 30,300		 7.39
40.02 		2.02
-29.29		 7.66 18.37
41.42		 28.68 706 684 777 774 1145 62.2% 47.9% 54 7.6 39 5.7 99 12.7 157 20.3 314 27.4 481.5% 100% 9,819억
ND이수페타시스  49.9 40,300( 1.9)
59,700 / 21,000		 12.57
48.14 		7.04
-47.89		 -3.13 51.5
91.9		 89.65 1733 1996 2047 2064 2261 30.5% 9.5% 104 6 229 11.5 275 13.4 259 12.5 278 12.3 167.3% 7.3% 25,488억
ND이엔에프테크놀로지 57.1 25,100( 2.45)
33,850 / 13,450		 10.57
34.86 		11.31
-46.41		 4.58 24.88
86.62		 56.68 1524 1431 1509 1663 1219 -20% -26.7% 46 3 75 5.2 165 10.9 198 11.9 150 12.3 226.1% -24.2% 3,586억
ND이오테크닉스  13.1 135,400( 0.67)
281,000 / 113,500		 8.93
107.53 		4.48
-16.17		 -4.38 -14.03
19.3		 13.97 715 728 744 829 48 6.7 55 7.6 65 8.7 104 12.5 16,680억
ND인터플렉스 11.4 9,360( 2.18)
22,050 / 7,730		 2.07
135.58 		-0.43
-17.41		 -7.14 -0.64
21.09		 7.83 968 1330 1450 1156 1036 7% -10.4% 98 10.1 88 6.6 95 6.6 75 6.5 84 8.1 -14.3% 12% 2,183억
ND인텍플러스  9.8 11,550( 2.76)
40,900 / 8,350		 6.75
254.11 		0.61
-27.71		 -18.49 -7.67
38.32		 14.58 267 188 229 175 244 -8.6% 39.4% 5 1.9 -24 0 -51 0 -18 0 -61 0 적전 적자 1,485억
ND저스템 23.4 8,600( 2.38)
20,600 / 4,925		 2.99
139.53 		0.58
-42.73		 3.12 -7.23
74.62		 37.82 100 40 76 158 -10 0 -41 0 -20 0 8 5.1 623억
ND제너셈 21.4 8,360( 2.7)
17,300 / 5,930		 5.16
106.94 		1.95
-29.07		 13.9 10.44
40.98		 -4.89 164 119 270 147 22 13.4 6 5 45 16.7 1 0.7 733억
ND제우스 43.1 16,020( 4.43)
23,700 / 10,210		 12.34
47.94 		9.35
-36.27		 5.46 10.33
56.9		 41.02 1093 882 1307 1250 1467 34.2% 17.4% 31 2.8 75 8.5 92 7 165 13.2 157 10.7 406.5% -4.8% 4,968억
130   1    10    [  : 목표주가 상향 /   : 목표주가 하향 ] 매출액 영업이익OPM
종목명 반등 주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
ND제이아이테크 22.7 3,460( 2.67)
6,240 / 2,645		 1.62
80.35 		-0.14
-23.55		 -1.84 -6.99
30.81		 19.72 120 134 180 132 126 5% -4.5% 14 11.7 20 14.9 37 20.6 21 15.9 7 5.6 -50% -66.7% 1,134억
ND제이엘케이 11.4 7,810( 4.41)
19,193 / 6,340		 0
145.75 		-2.74
-18.82		 -9.08 -8.33
23.19		 7.72 10 1 2 2 -15 0 -36 0 -30 0 -32 0 1,993억
ND제이티 15.1 4,285( 1.3)
11,360 / 3,025		 3.5
165.11 		0.23
-29.4		 -11.19 -12.46
41.65		 11.73 220 81 155 51 30 13.6 -5 0 3 1.9 -12 0 442억
ND제주반도체 25.3 15,500( 2.99)
38,550 / 7,710		 4.66
148.71 		-1.02
-50.26		 -12.68 58.49
101.04		 56.25 344 425 438 390 40 11.6 47 11.1 24 5.5 19 4.9 5,338억
ND주성엔지니어링  60.8 33,850( 2.11)
41,450 / 22,050		 4.15
22.45 		1.8
-34.86		 0 -3.97
53.51		 22.2 982 566 973 1472 1082 10.2% -26.5% 198 20.2 70 12.4 361 37.1 522 35.5 -20 0 적전 적전 16,000억
ND지오엘리먼트 21 7,620( 5.1)
14,100 / 5,900		 3.25
85.04 		3.67
-22.57		 2.01 4.38
29.15		 13.73 54 71 133 136 105 94.4% -22.8% 7 13 13 18.3 16 12 18 13.2 5 4.8 -28.6% -72.2% 961억
ND칩스앤미디어  28.8 17,910( 9.07)
34,350 / 11,250		 7.83
91.79 		0.79
-37.19		 -16.31 -4.58
59.2		 37.77 73 49 60 70 91 24.7% 30% 22 30.1 0 0 6 10 17 24.3 29 31.9 31.8% 70.6% 3,729억
ND케이씨텍 36.5 37,500( 3.45)
59,000 / 25,150		 11.77
57.33 		11.11
-32.93		 0.94 13.46
49.11		 21.56 714 916 720 769 1449 102.9% 88.4% 109 15.3 100 10.9 53 7.4 90 11.7 254 17.5 133% 182.2% 7,823억
ND케이엔제이 30.8 16,140( 2.74)
26,450 / 11,550		 13.34
63.88 		10.78
-28.44		 -0.19 17.9
39.74		 21.81 77 125 166 164 167 116.9% 1.8% 0 0 20 16 37 22.3 44 26.8 38 22.8 - -13.6% 1,292억
ND코난테크놀로지 34.2 22,500( 5.88)
42,000 / 12,360		 7.14
86.67 		2.04
-45.07		 -14.93 11.66
82.04		 5.39 168 25 62 36 137 -18.5% 280.6% 20 11.9 -62 0 -44 0 -47 0 13 9.5 -35% 흑전 2,580억
ND코리아써키트 28.9 11,930( 3.2)
22,250 / 7,740		 3.92
86.5 		-2.69
-35.12		 -8.65 26.91
54.13		 44.78 3124 3548 3754 3413 -89 0 -90 0 -45 0 -96 0 2,817억
ND코미코 35.8 55,500( 12.69)
98,400 / 31,550		 31.21
77.3 		26.57
-43.15		 16.84 36.03
75.91		 36.03 900 1180 1335 1276 1278 42% 0.2% 81 9 277 23.5 368 27.6 289 22.6 187 14.6 130.9% -35.3% 5,805억
ND코세스 13.5 7,950( 3.11)
21,950 / 5,770		 -0.62
176.1 		0.38
-27.42		 3.11 7.72
37.78		 9.2 398 169 192 127 201 -49.5% 58.3% -6 0 -5 0 3 1.6 -26 0 -28 0 적자 적자 1,318억
ND코아시아 3.8 3,350( 2.13)
10,440 / 3,070		 1.21
211.64 		-6.69
-8.36		 -19.86 -23.78
9.12		 -18.89 872 1039 803 884 970 11.2% 9.7% -56 0 -39 0 -58 0 -83 0 -166 0 적자 적자 881억
ND퀄리타스반도체 26.8 16,490( 0.92)
45,412 / 5,880		 15.15
175.39 		23.8
-64.34		 7.01 69.48
180.44		 119.87 0 7 4 11 37 - 236.4% 0 0 -59 0 -56 0 -59 0 -52 0 - 적자 2,296억
ND큐알티 9.8 13,160( 1.7)
43,500 / 9,880		 1.94
230.55 		0.38
-24.92		 -9.24 -1.79
33.2		 0.61 116 137 158 164 193 66.4% 17.7% -20 0 0 0 12 7.6 17 10.4 16 8.3 흑전 -5.9% 1,617억
ND타이거일렉 4.5 12,910( -1.75)
45,300 / 11,400		 -0.69
250.89 		-2.34
-11.7		 -1.45 -3.44
13.25		 -1.07 121 131 157 175 153 26.4% -12.6% -1 0 0 0 -2 0 0 0 -15 0 적자 - 815억
ND테스  54.1 23,800( 3.48)
32,900 / 13,090		 10.7
38.24 		14.7
-45		 5.31 37.25
81.82		 61.14 259 421 605 507 865 234% 70.6% -76 0 23 5.5 100 16.5 40 7.9 219 25.3 흑전 447.5% 4,704억
ND테크윙 41 35,600( 3.19)
70,800 / 11,110		 3.34
98.88 		-5.82
-68.79		 -15.44 -21.76
220.43		 4.09 412 403 508 467 477 15.8% 2.1% 30 7.3 56 13.9 72 14.2 62 13.3 41 8.6 36.7% -33.9% 13,297억
ND텔레칩스 18.2 15,100( 3.92)
38,550 / 9,900		 4.5
155.3 		0.73
-34.44		 -11.85 -6.67
52.53		 25.42 443 454 460 476 476 7.4% 0% 21 4.7 10 2.2 11 2.4 14 2.9 13 2.7 -38.1% -7.1% 2,286억
ND티씨케이  29.6 91,200( 5.07)
149,900 / 66,500		 9.62
64.36 		13.72
-27.08		 3.52 30.29
37.14		 26.67 619 589 683 756 728 17.6% -3.7% 167 27 173 29.4 203 29.7 226 29.9 205 28.2 22.8% -9.3% 10,647억
ND티에스이  29.2 50,400( 2.34)
87,800 / 35,000		 14.55
74.21 		12.5
-30.56		 10.16 15.33
44		 29.56 703 582 760 1106 1031 46.7% -6.8% 9 1.3 -30 0 87 11.4 205 18.5 136 13.2 1411.1% -33.7% 5,574억
ND티에프이 25.1 19,550( 5.33)
43,950 / 11,390		 17.63
124.81 		20.6
-41.74		 4.43 4.43
71.64		 68.68 246 173 182 172 206 -16.3% 19.8% 35 14.2 13 7.5 16 8.8 2 1.2 12 5.8 -65.7% 500% 2,224억
ND티엘비  40.9 19,600( 3.05)
32,550 / 10,650		 8.53
66.07 		1.87
-45.66		 5.6 51.82
84.04		 55.93 481 442 394 464 499 3.7% 7.5% 12 2.5 -2 0 0 0 27 5.8 9 1.8 -25% -66.7% 1,927억
ND티이엠씨  4.3 7,490( 5.94)
23,600 / 6,770		 2.32
215.09 		-8.66
-9.61		 -14.89 -10.41
10.64		 -5.67 560 1086 654 503 880 57.1% 75% -15 0 86 7.9 29 4.4 58 11.5 51 5.8 흑전 -12.1% 1,596억
130   1    10    [  : 목표주가 상향 /   : 목표주가 하향 ] 매출액 영업이익OPM
종목명 반등 주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
ND티이엠씨씨엔에스 17.8 5,780( 1.4)
13,410 / 4,130		 1.58
132.01 		0.87
-28.55		 1.94 15.95
39.95		 16.3 599 778 343 180 -4 0 50 6.4 -19 0 43 23.9 578억
ND파크시스템스  55.6 200,500( 3.83)
249,500 / 139,100		 6.14
24.44 		-3.14
-30.62		 -9.68 -14.86
44.14		 15.76 455 257 447 414 632 38.9% 52.7% 97 21.3 5 1.9 127 28.4 87 21 165 26.1 70.1% 89.7% 14,010억
ND펨트론 85.5 12,160( 6.95)
13,700 / 3,070		 11.56
12.66 		2.01
-74.75		 13.54 66.35
296.09		 67.49 192 128 125 173 142 -26% -17.9% 19 9.9 -15 0 -24 0 3 1.7 0 0 - - 2,588억
ND프로텍 9.8 24,250( 3.19)
56,300 / 20,750		 2.97
132.16 		0.21
-14.43		 -8.83 -5.83
16.87		 -5.27 576 523 525 431 78 13.5 -47 0 117 22.3 40 9.3 2,667억
ND피에스케이  15.5 19,210( 4.74)
39,100 / 15,550		 9.4
103.54 		3
-19.05		 -0.88 2.07
23.54		 9.96 1086 777 971 1180 1052 -3.1% -10.8% 158 14.5 213 27.4 227 23.4 291 24.7 128 12.2 -19% -56% 5,564억
ND피에스케이홀딩스  26.7 40,200( 2.81)
85,300 / 23,800		 2.16
112.19 		-2.55
-40.8		 -15.19 -18.79
68.91		 17.89 395 380 405 390 978 147.6% 150.8% 140 35.4 154 40.5 155 38.3 142 36.4 431 44.1 207.9% 203.5% 8,668억
ND하나마이크론  15.4 11,570( 5.86)
29,491 / 8,320		 6.34
154.89 		5.66
-28.09		 -2.12 -6.09
39.06		 18.55 2414 2689 2859 3121 3869 60.3% 24% 68 2.8 108 4 186 6.5 174 5.6 600 15.5 782.4% 244.8% 7,667억
ND하나머티리얼즈  28 35,150( 6.68)
69,300 / 21,850		 20.58
97.16 		18.95
-37.84		 19.35 29.94
60.87		 41.45 467 577 613 634 692 48.2% 9.1% 50 10.7 65 11.3 95 15.5 119 18.8 152 22 204% 27.7% 6,951억
ND하이딥 6.4 626( 1.29)
1,797 / 546		 3.13
187.06 		-1.42
-12.78		 7.38 -13.42
14.65		 -15.52 7 20 15 8 14 100% 75% -52 0 -16 0 -24 0 -26 0 -19 0 적자 적자 904억
ND한미반도체 25.3 87,800( -3.52)
196,200 / 51,100		 0.46
123.46 		-6.1
-41.8		 -12.64 -17.56
71.82		 8.93 522 773 1235 2085 1496 186.6% -28.2% 184 35.2 287 37.1 554 44.9 993 47.6 719 48.1 290.8% -27.6% 84,827억
ND한솔아이원스 28.9 8,240( 10.9)
15,360 / 5,350		 18.05
86.41 		14.92
-35.07		 10.75 26.96
54.02		 32.05 328 373 395 365 438 33.5% 20% 14 4.3 49 13.1 73 18.5 47 12.9 61 13.9 335.7% 29.8% 2,398억
ND한솔케미칼  39.8 137,500( 4.96)
214,000 / 87,000		 9.74
55.64 		25.23
-36.73		 29.47 38.89
58.05		 29.11 1913 1978 1990 1906 1887 -1.4% -1% 210 11 341 17.2 351 17.6 370 19.4 225 11.9 7.1% -39.2% 15,585억
ND한양디지텍 15.6 11,190( 8.33)
31,750 / 7,400		 10.9
183.74 		11.45
-33.87		 1.27 22.7
51.22		 27.59 1283 1675 1556 1290 1428 11.3% 10.7% 74 5.8 111 6.6 98 6.3 43 3.3 96 6.7 29.7% 123.3% 1,705억
ND한양이엔지 25.3 16,800( 0.06)
22,400 / 14,900		 -0.06
33.33 		0.84
-11.31		 -1.7 1.14
12.75		 -1.12 3328 3080 3099 2487 3195 -4% 28.5% 323 9.7 246 8 202 6.5 235 9.4 176 5.5 -45.5% -25.1% 3,024억
ND한화비전 94.8 62,800( 12.75)
64,700 / 28,400		 29.89
3.03 		30.97
-54.78		 30.02 64.83
121.13		 58.79 0 0 0 1395 0 0 0 0 0 0 54 3.9 31,706억
ND해성디에스  25.3 30,550( 5.16)
61,300 / 20,150		 7.38
100.65 		4.98
-34.04		 0.83 20.51
51.61		 31.4 1451 1549 1535 1494 1451 0% -2.9% 163 11.2 209 13.5 180 11.7 117 7.8 62 4.3 -62% -47% 5,193억
전체 반도체 2차전지 자동차/자율주행 디스플레이 전기전자/로봇/통신 철강/건설 조선/기계/우주/방산 음식료/비료/종이 정유/화학/원전/전력 엔터/미디어/게임/IT서비스 유통/여행/화장품/의류 미용/의료/제약 금융