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)
86   6    39    [  : 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
NDCJ CGV  1.2 4,930( 0.41)
7,430 / 4,900		 -1.99
50.71 		-2.38
-0.61		 -3.14 -5.74
0.61		 -5.74 3429 3929 4299 5470 5880 71.5% 7.5% 168 4.9 45 1.1 223 5.2 321 5.9 170 2.9 1.2% -47% 8,163억
NDCJ ENM  9 55,300( 0.91)
94,900 / 51,400		 -3.99
71.61 		-8.9
-7.05		 -1.78 2.03
7.59		 -7.99 12595 11541 11647 11246 17879 42% 59% 586 4.7 123 1.1 353 3 158 1.4 410 2.3 -30% 159.5% 12,126억
NDiMBC 71 4,440( 6.22)
5,340 / 2,240		 5.21
20.27 		11.7
-49.55		 29.26 16.84
98.21		 87.34 130 115 117 103 118 -9.2% 14.6% 0 0 -2 0 6 5.1 0 0 3 2.5 - - 1,021억
NDJYP Ent  42.4 69,800( -1.27)
106,000 / 43,100		 -4.51
51.86 		-17.2
-38.25		 -13.83 -7.55
61.95		 17.51 1571 1356 957 1704 379 24.1 336 24.8 93 9.7 484 28.4 24,801억
NDKG모빌리언스 8.2 4,210( 0.36)
5,720 / 4,075		 -3.11
35.87 		-5.18
-3.21		 -4.43 -13.46
3.31		 -0.36 657 821 723 669 446 -32.1% -33.3% 93 14.2 96 11.7 91 12.6 -174 0 61 13.7 -34.4% 흑전 1,634억
NDKG이니시스 5 8,530( -0.23)
13,660 / 8,260		 -2.85
60.14 		-0.35
-3.17		 -1.39 -3.83
3.27		 -3.94 3534 3677 3480 3378 3006 -14.9% -11% 281 8 299 8.1 367 10.5 -49 0 92 3.1 -67.3% 흑전 2,380억
NDNAVER  67.4 208,000( -3.7)
235,500 / 151,100		 -3.26
13.22 		0.48
-27.36		 -5.88 0.73
37.66		 9.01 25370 25260 26105 27156 28855 13.7% 6.3% 4054 16 4392 17.4 4727 18.1 5253 19.3 5419 18.8 33.7% 3.2% 33조
NDNEW 3.2 2,075( 0.24)
4,940 / 1,980		 0.48
138.07 		-7.57
-4.58		 0.73 -9.78
4.8		 -5.25 377 174 265 493 -5 0 -22 0 -71 0 -43 0 579억
NDNHN  19 18,120( 0.17)
29,250 / 15,510		 -6.55
61.42 		-8.25
-14.4		 -1.63 -4.28
16.83		 6.84 5983 6044 5994 6084 6439 7.6% 5.8% -79 0 273 4.5 285 4.8 -1134 0 250 3.9 흑전 흑전 6,118억
NDNHN KCP 15.2 8,010( 2.3)
15,600 / 6,650		 -3.03
94.76 		-3.03
-16.98		 4.03 8.98
20.45		 12.5 2684 2682 2759 2724 2888 7.6% 6% 124 4.6 112 4.2 117 4.2 88 3.2 122 4.2 -1.6% 38.6% 3,216억
NDSAMG엔터 86.4 28,850( -6.63)
32,000 / 8,800		 3.96
10.92 		6.85
-69.5		 29.08 106.66
227.84		 139.42 345 253 242 249 418 21.2% 67.9% -32 0 -59 0 -37 0 -54 0 90 21.5 흑전 흑전 2,478억
NDSBS  30.7 21,000( -0.94)
35,350 / 14,640		 -1.18
68.33 		-5.41
-30.29		 -12.5 -16.67
43.44		 38.71 2696 2095 2750 3313 2307 -14.4% -30.4% 191 7.1 -120 0 95 3.5 -253 0 86 3.7 -55% 흑전 3,895억
NDSM C&C 8.1 1,425( 1.14)
2,400 / 1,339		 -3.13
68.42 		-7.11
-6.04		 1.28 -4.75
6.42		 -12.04 426 239 278 248 48 11.3 -19 0 26 9.4 -12 0 1,378억
NDSM Life Design 14 1,331( 0.45)
2,175 / 1,194		 -1.7
63.41 		-2.49
-10.29		 -0.15 1.84
11.47		 -1.99 73 106 87 100 0 0 8 7.5 9 10.3 13 13 612억
NDSOOP  7.2 84,300( 1.08)
143,800 / 79,700		 0.84
70.58 		-15.19
-5.46		 -21.58 -8.07
5.77		 -14.33 1004 949 1065 1100 1176 17.1% 6.9% 264 26.3 285 30 333 31.3 239 21.7 286 24.3 8.3% 19.7% 9,690억
NDYG PLUS 58.4 5,140( 1.58)
7,130 / 2,345		 -0.39
38.72 		-10.92
-54.38		 23.56 29.8
119.19		 25.52 499 415 481 410 543 8.8% 32.4% -16 0 -20 0 4 0.8 -11 0 20 3.7 흑전 흑전 3,260억
ND가비아 22.5 15,010( -0.07)
24,350 / 12,300		 0.27
62.23 		-0.6
-18.05		 -9.9 -4.82
22.03		 6.91 742 620 645 660 900 21.3% 36.4% 142 19.1 72 11.6 76 11.8 59 8.9 144 16 1.4% 144.1% 2,031억
ND갤럭시아머니트리 40.1 8,190( 0.99)
12,240 / 5,480		 2.12
49.45 		4.33
-33.09		 7.62 5.81
49.45		 -2.03 352 342 326 312 306 -13.1% -1.9% 22 6.3 28 8.2 37 11.3 31 9.9 34 11.1 54.5% 9.7% 3,212억
ND나무기술 8.1 1,358( -0.59)
2,915 / 1,220		 -0.66
114.65 		-2.3
-10.16		 -6.47 -8.86
11.31		 -11.82 343 160 223 191 7 2 0 0 -10 0 -15 0 469억
ND네오위즈  29.1 20,800(0)
28,700 / 17,550		 -2.12
37.98 		-1.89
-15.63		 1.22 9.76
18.52		 6.18 1094 971 870 931 897 -18% -3.7% 149 13.6 148 15.2 47 5.4 65 7 72 8 -51.7% 10.8% 4,583억
ND네오위즈홀딩스 26.9 18,090( 4.57)
29,200 / 14,000		 11.25
61.42 		10.17
-22.61		 6.22 3.31
29.21		 -3.57 1090 974 872 934 900 -17.4% -3.6% 75 6.9 126 12.9 -3 0 42 4.5 41 4.6 -45.3% -2.4% 1,602억
ND넥슨게임즈  1.7 12,220( 1.75)
30,950 / 11,900		 -9.35
153.27 		-9.82
-2.62		 -10.28 -9.95
2.69		 -10.74 411 526 435 1114 483 17.5% -56.6% -105 0 24 4.6 -84 0 468 42 -22 0 적자 적전 8,046억
ND넵튠 93.2 7,560( -1.95)
7,770 / 4,700		 5.88
2.78 		6.18
-37.83		 21.35 28.79
60.85		 42.11 286 245 268 382 319 11.5% -16.5% 32 11.2 7 2.9 7 2.6 52 13.6 30 9.4 -6.3% -42.3% 3,523억
ND넷마블  4.9 40,100( -0.74)
72,400 / 38,450		 -2.55
80.55 		-0.37
-4.11		 -13.3 -17.57
4.29		 -16.28 6655 5854 7821 6473 6490 -2.5% 0.3% 188 2.8 37 0.6 1112 14.2 655 10.1 352 5.4 87.2% -46.3% 34,467억
ND노머스 47 19,990( -2.96)
26,050 / 14,620		 -7.02
30.32 		-16.18
-26.86		 -2.73 -0.3
36.73		 18.99 0 0 0 264 425 - 61% 0 0 0 0 0 0 37 14 44 10.4 - 18.9% 2,157억
86   6    39    [  : 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
ND다날 12.4 2,890( -0.69)
5,250 / 2,555		 -1.03
81.66 		-3.34
-11.59		 -5.86 -10.94
13.11		 -6.17 712 686 675 682 560 -21.3% -17.9% -16 0 26 3.8 -6 0 55 8.1 -67 0 적자 적전 1,992억
ND다우기술 60.3 21,550( -0.23)
24,650 / 16,840		 -0.46
14.39 		6.42
-21.86		 19.32 19.79
27.97		 21.75 22317 27228 23667 27997 37363 67.4% 33.5% -2584 0 3592 13.2 3323 14 2880 10.3 1950 5.2 흑전 -32.3% 9,668억
ND다우데이타 20.4 10,840( -0.09)
15,880 / 9,550		 -1.63
46.49 		-0.55
-11.9		 4.94 8.08
13.51		 2.65 23542 28503 24886 29256 38697 64.4% 32.3% -2580 0 3684 12.9 3406 13.7 2964 10.1 1994 5.2 흑전 -32.7% 4,151억
ND대아티아이 70 3,250( 2.52)
3,615 / 2,400		 3.34
11.23 		1.72
-26.15		 -3.56 0
35.42		 16.91 306 260 295 341 594 94.1% 74.2% -2 0 9 3.5 25 8.5 16 4.7 27 4.5 흑전 68.8% 2,290억
ND대원미디어 43 10,110( -1.84)
14,370 / 6,900		 5.31
42.14 		11.47
-31.75		 12.96 14.89
46.52		 35.52 838 678 654 599 630 -24.8% 5.2% 30 3.6 17 2.5 8 1.2 -15 0 14 2.2 -53.3% 흑전 1,271억
ND더블유게임즈  65.5 50,000( -0.6)
55,800 / 39,000		 6.38
11.6 		4.38
-22		 0.6 -0.2
28.21		 5.04 1535 1605 1631 1541 1558 1.5% 1.1% 628 40.9 617 38.4 671 41.1 595 38.6 605 38.8 -3.7% 1.7% 10,747억
ND더존비즈온  53.4 66,300( 0.45)
88,100 / 41,350		 -5.29
32.88 		-5.96
-37.63		 -18.55 15.1
60.34		 -0.45 1031 944 994 970 1115 8.1% 14.9% 235 22.8 181 19.2 204 20.5 201 20.7 294 26.4 25.1% 46.3% 20,143억
ND데브시스터즈  13.3 33,500( -3.04)
76,300 / 26,950		 -1.9
127.76 		-1.9
-19.55		 8.24 9.84
24.3		 5.35 377 595 545 720 501 32.9% -30.4% -118 0 81 13.6 49 9 134 18.6 8 1.6 흑전 -94% 4,024억
ND덱스터 26 6,500(0)
11,150 / 4,870		 -7.01
71.54 		-10.34
-25.08		 -16.34 -11.32
33.47		 -18.34 156 111 137 116 170 9% 46.6% 1 0.6 -29 0 -6 0 -33 0 -20 0 적전 적자 1,651억
ND디앤씨미디어  7.4 17,690(0)
38,600 / 16,010		 0.51
118.2 		-5.55
-9.5		 1.26 -7.72
10.49		 -1.89 137 199 241 230 162 18.2% -29.6% 2 1.5 25 12.6 39 16.2 45 19.6 -8 0 적전 적전 2,215억
ND디어유  64.2 38,600( 2.93)
50,300 / 17,640		 -2.28
30.31 		-10.23
-54.3		 -6.08 15.4
118.82		 -3.26 209 202 190 177 177 -15.3% 0% 88 42.1 71 35.1 70 36.8 63 35.6 48 27.1 -45.5% -23.8% 9,163억
ND딥노이드 32.2 6,810( 4.77)
12,382 / 4,160		 0.74
81.82 		0
-38.91		 -8.84 9.31
63.7		 17.62 10 4 38 39 -13 0 -27 0 -27 0 -18 0 1,526억
ND라온시큐어 24.6 1,998( 0.91)
3,065 / 1,650		 1.78
53.4 		-1.09
-17.42		 -7.93 -4.63
21.09		 10.39 223 113 127 149 235 5.4% 57.7% 16 7.2 -28 0 -14 0 -1 0 64 27.2 300% 흑전 1,119억
ND래몽래인 23.4 13,740( 2.92)
28,150 / 9,340		 6.1
104.88 		0.73
-32.02		 12.25 13.09
47.11		 -24.92 79 54 95 85 -57 0 -5 0 -10 0 2 2.4 1,373억
ND레뷰코퍼레이션 38.6 13,440( 0.07)
23,700 / 7,000		 -1.03
76.34 		2.99
-47.92		 1.59 -0.07
92		 5 389 96 111 126 156 -59.9% 23.8% 25 6.4 6 6.3 18 16.2 22 17.5 28 17.9 12% 27.3% 1,515억
ND롯데이노베이트  5.6 19,520( -0.05)
53,900 / 17,490		 -2.16
176.13 		-1.46
-10.4		 -3.6 -1.41
11.61		 -1.56 3463 2765 2865 2880 3293 -4.9% 14.3% 180 5.2 89 3.2 58 2 83 2.9 26 0.8 -85.6% -68.7% 2,953억
ND링네트 21.4 4,405( 0.34)
8,160 / 3,380		 -2.44
85.24 		-4.86
-23.27		 -7.85 -4.34
30.33		 -1.23 666 373 352 317 594 -10.8% 87.4% 70 10.5 27 7.2 31 8.8 41 12.9 35 5.9 -50% -14.6% 840억
ND미스터블루 2 1,015( 0.89)
3,190 / 970		 0.1
214.29 		-2.78
-4.43		 0.1 -14.78
4.64		 -18.28 174 157 161 194 189 8.6% -2.6% -7 0 -36 0 -30 0 -46 0 -23 0 적자 적자 843억
ND미투온 8 1,760( 0.11)
3,480 / 1,610		 0.86
97.73 		1.32
-8.52		 2.5 -6.23
9.32		 -8.81 277 254 246 222 222 -19.9% 0% 34 12.3 44 17.3 47 19.1 22 9.9 6 2.7 -82.4% -72.7% 550억
ND사이냅소프트 5.9 13,630( 1.79)
24,400 / 12,950		 -0.87
79.02 		-11.49
-4.99		 -18.19 -25.92
5.25		 INF 0 0 0 0 0 0 0 0 0 0 0 0 686억
ND삼성에스디에스  11.9 120,200( 0.84)
173,000 / 113,100		 0.5
43.93 		-2.51
-5.91		 -6.82 -3.99
6.28		 -18.95 33770 32473 33690 35697 36422 7.9% 2% 2145 6.4 2259 7 2209 6.6 2528 7.1 2114 5.8 -1.4% -16.4% 93,008억
ND삼화네트웍스 3.4 1,241( -0.48)
2,045 / 1,213		 -0.72
64.79 		-5.98
-2.26		 1.06 -6.76
2.31		 -10.53 8 187 151 121 -22 0 15 8 10 6.6 3 2.5 535억
ND샌즈랩 28.2 8,460( 4.7)
16,690 / 5,220		 5.88
97.28 		4.57
-38.3		 -5.79 -11.04
62.07		 28.18 88 9 6 17 47 -46.6% 176.5% 20 22.7 -17 0 -12 0 -8 0 0 0 - - 1,290억
ND쇼박스 9.7 3,050( 2.35)
5,050 / 2,835		 -0.33
65.57 		-3.33
-7.05		 -2.24 -1.77
7.58		 -28.65 75 632 169 49 80 6.7% 63.3% -61 0 200 31.6 55 32.5 -6 0 -5 0 적자 적자 1,910억
ND스튜디오드래곤  73.2 46,550( -1.9)
51,500 / 33,000		 -5.19
10.63 		-9.44
-29.11		 13.26 17.4
41.06		 2.2 1611 1921 1371 903 1305 -19% 44.5% -38 0 215 11.2 105 7.7 -9 0 52 4 흑전 흑전 13,992억
86   6    39    [  : 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
ND시프트업 22.3 56,900( 6.75)
89,500 / 47,550		 -0.52
57.29 		-6.87
-16.43		 -12.06 -5.64
19.66		 17.44 0 0 374 580 593 - 2.2% 0 0 0 0 259 69.3 356 61.4 421 71 - 18.3% 33,192억
ND신세계I&C 45.8 12,470( 1.14)
17,680 / 8,070		 -1.81
41.78 		0.65
-35.28		 -1.42 -19.81
54.52		 36.88 1605 1571 1448 1441 1797 12% 24.7% 118 7.4 71 4.5 105 7.3 57 4 136 7.6 15.3% 138.6% 2,144억
ND아톤 43.3 5,850( 0.69)
9,740 / 2,885		 2.63
66.5 		-3.94
-50.68		 -12.82 -13.46
102.77		 24.73 135 143 162 150 199 47.4% 32.7% 44 32.6 29 20.3 43 26.5 38 25.3 32 16.1 -27.3% -15.8% 1,322억
ND안랩 58.9 73,500( 1.94)
89,400 / 50,700		 -0.41
21.63 		-2.65
-31.02		 -2.91 2.37
44.97		 17.22 687 495 599 685 826 20.2% 20.6% 116 16.9 1 0.2 35 5.8 85 12.4 156 18.9 34.5% 83.5% 7,360억
ND알비더블유 26.3 2,625( -4.89)
4,575 / 1,930		 -17.32
74.29 		-12.79
-26.48		 2.14 -9.95
36.01		 19.32 218 151 195 171 106 -51.4% -38% -28 0 -32 0 -14 0 -30 0 -46 0 적자 적자 751억
ND알서포트 11 2,880( 0.88)
5,970 / 2,500		 0.7
107.29 		0.35
-13.19		 -2.04 0.35
15.2		 10.13 145 101 145 102 125 -13.8% 22.5% 19 13.1 6 5.9 35 24.1 0 0 -6 0 적전 - 1,534억
ND애니플러스 36.2 3,040( 1)
4,185 / 2,390		 -2.25
37.66 		-0.16
-21.38		 7.04 15.15
27.2		 16.03 287 257 343 386 323 12.5% -16.3% 70 24.4 51 19.8 81 23.6 60 15.5 58 18 -17.1% -3.3% 1,383억
ND액토즈소프트 20.2 6,810( 1.95)
11,350 / 5,660		 -0.29
66.67 		-0.73
-16.89		 -5.15 -7.35
20.32		 10.73 273 84 96 414 201 -26.4% -51.4% 116 42.5 -11 0 -8 0 231 55.8 83 41.3 -28.4% -64.1% 771억
ND에스넷 27.4 4,160( 2.84)
6,375 / 3,325		 0.12
53.25 		-0.95
-20.07		 -4.59 -6.2
25.11		 12.43 1975 744 1024 1104 1624 -17.8% 47.1% 130 6.6 -28 0 -22 0 26 2.4 130 8 0% 400% 813억
ND에스엠  68.5 91,200( -2.36)
107,800 / 55,100		 -4.5
18.2 		-9.16
-39.58		 -1.19 18.29
65.52		 17.37 2510 2201 2539 2422 2737 9% 13% 89 3.5 155 7 247 9.7 133 5.5 340 12.4 282% 155.6% 21,513억
ND에스원  66.2 61,600( 1.32)
66,000 / 53,000		 3.18
7.14 		0.98
-13.96		 3.53 1.82
16.23		 0.98 6941 6628 6956 6828 7635 10% 11.8% 421 6.1 488 7.4 523 7.5 602 8.8 479 6.3 13.8% -20.4% 23,407억
ND에스트래픽 22.5 3,740( 0.94)
6,110 / 3,050		 -0.4
63.37 		-1.06
-18.45		 -7.54 -5.2
22.62		 -6.73 663 241 343 499 806 21.6% 61.5% 123 18.6 -26 0 33 9.6 24 4.8 84 10.4 -31.7% 250% 1,029억
ND에이스토리 25.3 8,200( 2.76)
14,000 / 6,240		 1.61
70.73 		-12.3
-23.9		 15.49 8.9
31.41		 19.19 148 116 13 13 21 14.2 17 14.7 -9 0 -7 0 782억
ND에이텍모빌리티 44.8 20,100( 5.02)
32,500 / 10,030		 8.41
61.69 		2.34
-50.1		 4.96 9.66
100.4		 83.56 718 665 279 169 -72 적전 적전 30 4.2 73 11 0 0 3 1.8 1 -1.4 -96.7% -66.7% 1,073억
ND에프엔씨엔터 18.9 3,170( -1.55)
5,210 / 2,695		 0.96
64.35 		0.96
-14.98		 13.21 11.23
17.63		 6.38 385 184 181 231 -38 0 -14 0 4 2.2 -11 0 487억
ND엑스게이트 68.1 9,430( 5.72)
12,400 / 3,100		 10.68
31.5 		17
-67.13		 4.2 11.73
204.19		 88.79 188 77 86 65 204 8.5% 213.8% 45 23.9 1 1.3 -5 0 -12 0 51 25 13.3% 흑전 2,691억
ND엔비티 1.9 2,975( -0.83)
10,600 / 2,825		 -0.17
256.3 		-5.71
-5.04		 -5.85 -5.1
5.31		 -9.44 286 232 254 276 -13 0 -16 0 -7 0 0 0 505억
ND엔씨소프트  8.7 164,800( 1.1)
248,000 / 156,900		 1.35
50.49 		-3.12
-4.79		 -4.68 -10.24
5.04		 -19.81 4377 3979 3689 4019 4094 -6.5% 1.9% 38 0.9 257 6.5 88 2.4 -143 0 -1294 0 적전 적자 36,180억
ND엔투텍 1.7 371( -0.8)
825 / 363		 -6.78
122.37 		-13.52
-2.16		 -25.5 -12.71
2.2		 -20.04 75 70 35 31 -4 0 -10 0 -11 0 -7 0 384억
ND엠게임 4.9 4,870( 0.1)
7,300 / 4,745		 -1.42
49.9 		-2.6
-2.57		 -5.44 -5.8
2.63		 -25.08 257 193 181 196 263 2.3% 34.2% 91 35.4 40 20.7 6 3.3 42 21.4 38 14.4 -58.2% -9.5% 951억
ND예스24 2.6 4,230( 1.44)
10,380 / 4,065		 -0.59
145.39 		-3.42
-3.9		 -2.87 -7.84
4.06		 -17.38 1641 1728 1571 1645 1772 8% 7.7% 35 2.1 6 0.3 32 2 32 1.9 82 4.6 134.3% 156.3% 1,057억
ND오브젠 2.9 8,270( -0.12)
30,150 / 7,610		 -1.43
264.57 		-3.05
-7.98		 -14.65 -8.01
8.67		 -8.31 43 29 31 47 -5 0 -20 0 -16 0 -2 0 364억
ND오비고 1.2 4,960( 0.4)
8,260 / 4,920		 -18.56
66.53 		-18.29
-0.81		 -23.22 -23.57
0.81		 -25.3 38 35 35 33 39 2.6% 18.2% -1 0 -6 0 -13 0 -7 0 0 0 - - 626억
ND오상자이엘 12.1 3,415( 1.94)
6,200 / 3,030		 2.4
81.55 		1.19
-11.27		 -2.98 -5.66
12.71		 -6.69 364 250 268 300 19 5.2 14 5.6 25 9.3 20 6.7 648억
ND오파스넷 38.4 8,250( 1.48)
12,220 / 5,770		 -2.6
48.12 		-12.88
-30.06		 -14.06 -9.14
42.98		 10.29 828 331 389 444 38 4.6 1 0.3 16 4.1 25 5.6 1,076억
86   6    39    [  : 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
ND와이지엔터테인먼트  87 61,300( -0.81)
66,000 / 29,950		 -0.65
7.67 		-2.7
-51.14		 18.57 24.34
104.67		 34.73 1093 873 900 835 1041 -4.8% 24.7% 3 0.3 -70 0 -110 0 -35 0 11 1.1 266.7% 흑전 11,457억
ND원티드랩 30.9 6,330( 2.76)
11,580 / 3,980		 5.5
82.94 		-11.47
-37.12		 -12.93 2.1
59.05		 52.9 90 89 100 97 81 -10% -16.5% -2 0 -8 0 4 4 6 6.2 -12 0 적자 적전 617억
ND웹젠  5.4 12,700( 1.52)
19,710 / 12,300		 -0.08
55.2 		3.25
-3.15		 -9.16 -7.7
3.25		 -15.56 705 615 480 492 561 -20.4% 14% 184 26.1 180 29.3 118 24.6 96 19.5 151 26.9 -17.9% 57.3% 4,438억
ND웹케시 50.3 9,990( 6.84)
13,800 / 6,130		 4.17
38.14 		3.42
-38.64		 0.6 2.67
62.97		 42.51 195 164 179 192 205 5.1% 6.8% 37 19 33 20.1 36 20.1 35 18.2 33 16.1 -10.8% -5.7% 1,362억
ND위메이드 3.8 31,150(0)
80,500 / 29,200		 -3.56
158.43 		-19.3
-6.26		 -26.27 -18.67
6.68		 -24.12 1165 1613 1714 2144 1649 41.5% -23.1% -687 0 -376 0 -241 0 518 24.2 180 10.9 흑전 -65.3% 10,574억
ND위메이드맥스 14.1 7,920( -1.37)
15,900 / 6,610		 0.38
100.76 		-8.23
-16.54		 -11.61 -13.91
19.82		 -12.58 177 173 187 190 199 12.4% 4.7% -12 0 -14 0 -13 0 -21 0 -32 0 적자 적자 2,636억
ND위메이드플레이 4.5 6,870( 1.48)
14,790 / 6,500		 0
115.28 		-7.79
-5.39		 -10.89 -10.2
5.69		 -5.24 312 304 292 290 318 1.9% 9.7% 0 0 -3 0 4 1.4 -10 0 19 6 - 흑전 787억
ND위지윅스튜디오 2.2 1,240( -0.96)
4,440 / 1,169		 -2.05
258.06 		-4.91
-5.73		 -10.27 -12.55
6.07		 -4.02 278 170 68 253 306 10.1% 20.9% -101 0 -36 0 -48 0 -16 0 -18 0 적자 적자 2,121억
ND윈스 11 11,000( 0.09)
15,750 / 10,410		 0.64
43.18 		3
-5.36		 5.16 -5.58
5.67		 -26.91 376 237 229 215 333 -11.4% 54.9% 84 22.3 50 21.1 39 17 43 20 71 21.3 -15.5% 65.1% 1,500억
ND이글루 14.9 5,320( 0.57)
8,680 / 4,730		 2.5
63.16 		2.7
-11.09		 3.3 -2.92
12.47		 9.02 374 218 232 234 55 14.7 -21 0 -7 0 14 6 584억
ND이노뎁 8.8 6,950( 0.43)
17,560 / 5,930		 -1.42
152.66 		-1.28
-14.68		 -5.05 -4.01
17.2		 0 322 102 259 140 55 17.1 -61 0 6 2.3 -23 0 510억
ND이삭엔지니어링 13 7,630( 2.69)
22,450 / 5,420		 1.73
194.23 		-2.43
-28.96		 -4.27 1.33
40.77		 5.83 319 134 119 188 1 0.3 -10 0 -14 0 -9 0 632억
ND이스트소프트 20 18,930( 2.21)
49,800 / 11,220		 3.33
163.07 		-8.99
-40.73		 -23.36 -15.3
68.72		 15.43 265 257 278 249 244 -7.9% -2% -22 0 -20 0 -22 0 -33 0 -49 0 적자 적자 2,196억
ND인포바인 86 35,650( -2.6)
38,500 / 18,170		 -4.04
7.99 		1.13
-49.03		 -2.73 53
96.2		 84.24 58 62 60 62 18 31 23 37.1 22 36.7 19 30.6 1,138억
ND자이언트스텝 8 6,000( 2.04)
17,330 / 5,010		 -3.38
188.83 		-6.25
-16.5		 -3.85 -6.98
19.76		 3.09 147 115 146 97 142 -3.4% 46.4% -48 0 -46 0 -54 0 -63 0 -6 0 적자 적자 1,327억
ND젬백스링크 1.1 1,116(0)
3,970 / 1,085		 -6.53
255.73 		-10.43
-2.78		 -7.23 -10.22
2.86		 -3.29 199 199 171 126 -31 0 -91 0 -55 0 -61 0 1,426억
ND지니뮤직 19.6 2,130( 3.15)
3,600 / 1,772		 1.67
69.01 		-0.23
-16.81		 1.67 0
20.2		 -0.93 735 738 737 802 739 0.5% -7.9% 36 4.9 31 4.2 46 6.2 34 4.2 10 1.4 -72.2% -70.6% 1,237억
ND지니언스 34.1 10,930( 2.82)
16,000 / 8,310		 0.74
46.39 		-0.36
-23.97		 0.64 -3.02
31.53		 13.74 167 69 119 103 203 21.6% 97.1% 37 22.2 -4 0 19 16 22 21.4 62 30.5 67.6% 181.8% 1,032억
ND지란지교시큐리티 12.6 2,780( -0.18)
4,725 / 2,500		 -2.97
69.96 		-3.97
-10.07		 -7.64 -7.95
11.2		 -11.46 138 67 75 85 36 26.1 -12 0 -8 0 6 7.1 245억
ND청담글로벌 10.8 5,530( 1.47)
13,790 / 4,530		 -4.66
149.37 		-10.52
-18.08		 2.98 -18.56
22.08		 7.59 583 547 658 624 511 -12.3% -18.1% -9 0 24 4.4 15 2.3 42 6.7 -13 0 적자 적전 1,136억
ND카카오  37.1 43,450( 0.7)
61,900 / 32,550		 -4.3
42.46 		0.7
-25.09		 12.13 17.75
33.49		 23.79 16133 19883 20049 19214 19591 21.4% 2% 1360 8.4 1202 6 1340 6.7 1305 6.8 1067 5.4 -21.5% -18.2% 192,697억
ND카카오게임즈  4.7 15,600( -1.83)
27,700 / 15,000		 -0.32
77.56 		-2.38
-3.85		 -2.56 -6.7
4		 -1.58 2391 2463 2356 1939 629 -73.7% -67.6% 141 5.9 123 5 28 1.2 57 2.9 -144 0 적전 적전 12,895억
ND카카오페이  24.2 30,650( 0.16)
60,200 / 21,200		 -3.46
96.41 		-10.51
-30.83		 0.82 13.31
44.58		 35.32 1660 1763 1854 1862 2182 31.4% 17.2% -214 0 -97 0 -72 0 -75 0 -329 0 적자 적자 41,255억
ND카페24  74.6 55,700( 2.39)
69,700 / 14,660		 -0.54
25.13 		-11.02
-73.68		 -0.89 41.73
279.95		 91.41 682 669 758 765 871 27.7% 13.9% 38 5.6 22 3.3 69 9.1 67 8.8 130 14.9 242.1% 94% 13,508억
ND컴투스  55.5 45,350( 1.8)
54,000 / 34,550		 4.25
19.07 		1
-23.81		 -2.68 1.68
31.26		 7.08 1319 1578 1730 1728 1891 43.4% 9.4% -114 0 12 0.8 14 0.8 14 0.8 25 1.3 흑전 78.6% 5,776억
86   6    39    [  : 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
ND컴투스홀딩스 14.1 23,750( 1.28)
46,200 / 20,050		 -1.86
94.53 		-5.94
-15.58		 -11.38 -24.96
18.45		 -5 321 458 379 471 203 -36.8% -56.9% -57 0 35 7.6 -39 0 -63 0 -412 0 적자 적자 1,566억
ND케이씨에스 74.2 12,460( 0.08)
15,130 / 4,800		 12.35
21.43 		14.94
-61.48		 6.5 9.88
159.58		 67.7 75 42 58 81 114 52% 40.7% 7 9.3 1 2.4 3 5.2 7 8.6 6 5.3 -14.3% -14.3% 1,495억
ND케이아이엔엑스 19.7 74,800( 1.08)
130,500 / 61,100		 2.89
74.47 		1.36
-18.32		 -7.2 2.33
22.42		 14.55 313 307 315 347 420 34.2% 21% 55 17.6 59 19.2 62 19.7 57 16.4 60 14.3 9.1% 5.3% 3,650억
ND코나아이 73.2 27,950( 2.76)
33,800 / 12,000		 3.52
20.93 		3.14
-57.07		 11.13 27.05
132.92		 98.23 653 542 664 556 600 -8.1% 7.9% 7 1.1 36 6.6 135 20.3 101 18.2 61 10.2 771.4% -39.6% 4,164억
ND코닉오토메이션 14.5 1,695( 2.42)
4,275 / 1,257		 2.17
152.21 		-3.64
-25.84		 -8.38 5.54
34.84		 1.56 152 20 285 73 36 23.7 -14 0 1 0.4 -8 0 703억
ND코아시아씨엠 3.1 592( 0.85)
1,598 / 560		 0.85
169.93 		-5.28
-5.41		 -7.5 -17.55
5.71		 -27.8 680 810 586 704 -24 0 -12 0 -21 0 -22 0 268억
ND코퍼스코리아 10.2 806( -1.59)
2,080 / 661		 -2.89
158.06 		-20.51
-17.99		 -2.89 5.5
21.94		 -8.2 -39 88 157 128 -73 0 -38 0 -90 0 -43 0 305억
ND콘텐트리중앙  12.9 8,420( -2.88)
14,980 / 7,450		 -5.18
77.91 		-18.65
-11.52		 2.06 3.06
13.02		 -1.41 2575 2050 2268 2282 2039 -20.8% -10.6% -522 0 -100 0 -65 0 -128 0 -166 0 적자 적자 1,621억
ND쿠콘 62.2 19,360( 0.52)
24,950 / 10,180		 3.97
28.87 		10.31
-47.42		 6.55 16.84
90.18		 63.1 175 170 215 169 176 0.6% 4.1% 28 16 34 20 44 20.5 45 26.6 43 24.4 53.6% -4.4% 1,985억
ND큐브엔터 40.1 15,710( 0.06)
22,850 / 10,940		 -0.63
45.45 		-4.73
-30.36		 2.08 9.86
43.6		 5.44 364 495 515 597 573 57.4% -4% 55 15.1 57 11.5 51 9.9 49 8.2 7 1.2 -87.3% -85.7% 2,168억
ND크라우드웍스 10.4 7,020( -0.28)
26,417 / 4,767		 -2.77
276.31 		-18.18
-32.09		 -17.31 -53.6
47.26		 -32.5 187 26 18 22 53 -71.7% 140.9% 0 0 -30 0 -43 0 -38 0 -6 0 - 적자 291억
ND크래프톤  83.6 356,000( -0.56)
384,500 / 210,500		 1.57
8.01 		3.64
-40.87		 14.1 7.39
69.12		 20.68 5344 6659 7070 7193 6176 15.6% -14.1% 1642 30.7 3105 46.6 3321 47 3244 45.1 2155 34.9 31.2% -33.6% 170,502억
ND키다리스튜디오 13 3,520( 0.86)
7,140 / 2,980		 -2.9
102.84 		-5.76
-15.34		 14.85 6.34
18.12		 -8.21 460 493 498 503 558 21.3% 10.9% 2 0.4 5 1 7 1.4 5 1 4 0.7 100% -20% 1,304억
ND키이스트 9 4,255( 0.59)
8,090 / 3,875		 -0.82
90.13 		-2.96
-8.93		 1.19 -3.84
9.81		 3.78 99 253 161 133 210 112.1% 57.9% -3 0 6 2.4 4 2.5 1 0.8 -6 0 적자 적전 831억
ND탑코미디어 22.3 2,035( 0.74)
4,105 / 1,440		 -2.4
101.72 		2.88
-29.24		 2.88 -11.33
41.32		 25.46 51 55 55 63 3 5.9 -8 0 -19 0 -9 0 448억
ND텔코웨어 9.8 9,020( 0.22)
11,410 / 8,760		 -0.22
26.5 		-0.99
-2.88		 -2.17 -2.49
2.97		 -9.53 147 70 89 75 19 12.9 -22 0 -5 0 -8 0 833억
ND파수 8.5 4,620( -0.22)
10,100 / 4,110		 -1.28
118.61 		-2.74
-11.04		 -3.04 -9.06
12.41		 6.82 156 81 113 98 169 8.3% 72.4% 45 28.8 -14 0 6 5.3 -6 0 53 31.4 17.8% 흑전 539억
ND파이오링크 1.9 7,650( -1.92)
15,200 / 7,500		 -4.97
98.69 		-5.32
-1.96		 -3.04 -6.36
2		 -5.44 191 96 127 136 45 23.6 -15 0 0 0 6 4.4 524억
ND팬엔터테인먼트 93.6 3,930( 14.58)
4,075 / 1,810		 21.67
3.69 		50
-53.94		 40.36 63.75
117.13		 96.7 277 130 120 66 29 -89.5% -56.1% -5 0 4 3.1 7 5.8 -1 0 -11 0 적자 적자 1,088억
ND펄어비스  22.1 31,250( 1.13)
47,650 / 26,600		 -0.95
52.48 		-4.14
-14.88		 -4.73 8.89
17.48		 -17.98 843 854 818 795 957 13.5% 20.4% -54 0 6 0.7 -58 0 -92 0 24 2.5 흑전 흑전 20,077억
ND플리토 21.7 21,300( 12.88)
58,200 / 11,100		 16.58
173.24 		17.36
-47.89		 -4.48 25.96
91.89		 75.74 50 41 37 68 55 10% -19.1% -8 0 -4 0 -14 0 12 17.6 3 5.5 흑전 -75% 1,171억
ND핑거스토리 8.7 2,270( 0.44)
4,830 / 2,025		 1.79
112.78 		-6.58
-10.79		 3.42 -8.47
12.1		 4.37 47 45 45 47 4 8.5 3 6.7 3 6.7 5 10.6 379억
ND하이브  70.6 232,000( -0.64)
263,000 / 157,700		 -2.93
13.36 		-9.9
-32.03		 -6.45 4.27
47.11		 9.69 6085 3609 6405 5278 7253 19.2% 37.4% 891 14.6 144 4 509 7.9 542 10.3 653 9 -26.7% 20.5% 96,632억
ND한국전자금융 30 5,190( -0.19)
7,220 / 4,320		 -0.38
39.11 		-0.19
-16.76		 8.58 9.96
20.14		 9.15 1045 624 834 877 90 8.6 42 6.7 63 7.6 63 7.2 1,772억
ND한국정보인증 38.6 4,490( 1.24)
6,050 / 3,510		 0.11
34.74 		-0.99
-21.83		 -6.85 0
27.92		 14.1 299 271 302 302 338 13% 11.9% 65 21.7 41 15.1 37 12.3 58 19.2 49 14.5 -24.6% -15.5% 1,905억
86   6    39    [  : 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
ND한국정보통신 20.8 7,710( 0.52)
9,990 / 7,110		 1.31
29.57 		0.13
-7.78		 -0.26 -4.58
8.44		 -3.38 2036 1947 2025 1991 1944 -4.5% -2.4% 30 1.5 91 4.7 147 7.3 129 6.5 23 1.2 -23.3% -82.2% 2,886억
ND한글과컴퓨터  25.2 20,250( 1.4)
38,450 / 14,120		 1.96
89.88 		-4.03
-30.27		 -13.09 -8.99
43.41		 -14.01 937 546 905 712 884 -5.7% 24.2% 101 10.8 63 11.5 199 22 85 11.9 55 6.2 -45.5% -35.3% 4,896억
ND한컴위드 23.8 2,825( 1.25)
5,040 / 2,135		 0.71
78.41 		-1.4
-24.42		 -9.6 -7.68
32.32		 -5.04 1317 789 1339 1186 -18 0 0 0 -3 0 1 0.1 797억
ND헥토이노베이션  26.5 12,470( 0.48)
14,880 / 11,600		 1.38
19.33 		4.61
-6.98		 3.66 3.49
7.5		 -0.24 733 738 778 802 876 19.5% 9.2% 72 9.8 98 13.3 112 14.4 139 17.3 142 16.2 97.2% 2.2% 1,653억
ND효성ITX 1 11,820(0)
17,000 / 11,770		 -0.34
43.82 		-0.25
-0.42		 0.17 -1.42
0.42		 -5.06 1342 1267 1203 1217 48 3.6 46 3.6 44 3.7 40 3.3 1,366억
ND휴네시온 20.7 3,460( 0.58)
4,855 / 3,095		 0.58
40.32 		-1.14
-10.55		 -1 -1
11.79		 2.52 165 54 92 64 45 27.3 -11 0 10 10.9 -6 0 332억
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