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)
80   8    46    [  : 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
NDDL이앤씨  80.7 43,400( -4.41)
46,950 / 28,600		 -3.34
8.18 		7.16
-34.1		 14.06 38.66
51.75		 41.6 23330 18905 20702 19189 24388 4.5% 27.1% 881 3.8 609 3.2 326 1.6 833 4.3 941 3.9 6.8% 13% 16,793억
NDDSR제강 25.2 3,535( 1.43)
5,150 / 2,990		 -2.48
45.69 		-4.2
-15.42		 -2.88 -10.05
18.23		 4.9 552 488 547 547 65 11.8 46 9.4 64 11.7 21 3.8 509억
NDGS건설  49.7 17,780( 0.23)
21,750 / 13,860		 -4.46
22.33 		1.2
-22.05		 -4.97 2.72
28.28		 -1.98 33213 30709 32971 31092 33865 2% 8.9% -1932 0 706 2.3 934 2.8 818 2.6 404 1.2 흑전 -50.6% 15,216억
NDHDC랩스 30.3 8,720( -0.57)
12,200 / 7,210		 -0.91
39.91 		1.28
-17.32		 3.56 5.7
20.94		 10.52 1766 1336 1546 1572 1835 3.9% 16.7% 52 2.9 1 0.1 20 1.3 3 0.2 39 2.1 -25% 1200% 2,263억
NDHDC현대산업개발  45.7 20,450( -0.97)
28,200 / 13,920		 -3.99
37.9 		11.75
-31.93		 7.35 21.73
46.91		 7.24 11491 9554 10872 10886 775 6.7 416 4.4 538 4.9 475 4.4 13,478억
NDHJ중공업 79.2 7,900( -1.74)
9,400 / 2,180		 -10.73
18.99 		29.51
-72.41		 12.06 16.86
262.39		 150.79 7651 4675 4848 4537 4784 -37.5% 5.4% 184 2.4 118 2.5 -395 0 329 7.3 39 0.8 -78.8% -88.1% 6,578억
NDKCC  58 284,000( 4.03)
345,000 / 199,900		 0.53
21.48 		9.44
-29.61		 2.53 12.03
42.07		 18.33 15824 15883 17787 16342 16574 4.7% 1.4% 579 3.7 1069 6.7 1405 7.9 1253 7.7 983 5.9 69.8% -21.5% 25,237억
NDKCC건설 14.8 4,045( 2.28)
5,750 / 3,750		 1.38
42.15 		2.28
-7.29		 2.41 1.89
7.87		 3.06 4293 4344 4480 3997 5447 26.9% 36.3% -52 0 175 4 30 0.7 260 6.5 180 3.3 흑전 -30.8% 865억
NDKCC글라스 2.5 31,400( -0.16)
42,950 / 31,100		 -0.48
36.78 		0.96
-0.96		 -8.99 -14.91
0.96		 -16.04 4385 3891 5143 4877 5118 16.7% 4.9% 248 5.7 208 5.3 216 4.2 80 1.6 76 1.5 -69.4% -5% 5,014억
NDKGETS 11.8 5,180( 0.58)
11,660 / 4,310		 -4.6
125.1 		-0.77
-16.8		 -0.96 3.7
20.19		 1.37 15853 18399 18538 17469 73 0.5 711 3.9 879 4.7 55 0.3 2,569억
NDKG스틸  46.6 6,740( -1.17)
8,390 / 5,300		 -2.03
24.48 		9.77
-21.36		 12.52 12.15
27.17		 5.48 8383 8186 8584 8349 7903 -5.7% -5.3% 339 4 521 6.4 745 8.7 427 5.1 388 4.9 14.5% -9.1% 6,740억
NDKG케미칼 16.8 3,900( 0.91)
6,820 / 3,310		 -3.23
74.87 		-1.14
-15.13		 2.09 0.91
17.82		 6.56 20010 22665 22774 21462 405 2 1074 4.7 1282 5.6 72 0.3 2,670억
NDKISCO홀딩스 15.5 19,840(0)
29,200 / 18,120		 0.35
47.18 		3.01
-8.67		 7.13 6.1
9.49		 -2.75 3790 2581 2805 2385 2359 -37.8% -1.1% 340 9 25 1 7 0.2 12 0.5 -81 0 적전 적전 3,209억
NDLS마린솔루션 49.9 16,770( 5.08)
24,850 / 8,710		 6.82
48.18 		1.08
-48.06		 4.23 -0.77
92.54		 45.19 242 137 383 374 407 68.2% 8.8% 19 7.9 -28 0 59 15.4 72 19.3 20 4.9 5.3% -72.2% 4,814억
NDLX하우시스  4.1 30,200( -0.33)
50,000 / 29,350		 -2.42
65.56 		-1.15
-2.81		 -1.63 -4.73
2.9		 -13.96 8827 8495 9419 8901 8906 0.9% 0.1% 89 1 324 3.8 378 4 224 2.5 49 0.6 -44.9% -78.1% 2,708억
NDNI스틸 4.8 3,495( 1.3)
6,570 / 3,340		 0
87.98 		3.4
-4.43		 2.49 -1.13
4.64		 -10.38 769 767 798 563 624 -18.9% 10.8% 99 12.9 134 17.5 118 14.8 60 10.7 58 9.3 -41.4% -3.3% 999억
NDPOSCO홀딩스  31.6 304,500( -2.56)
471,000 / 227,500		 -1.93
54.68 		11.74
-25.29		 23.28 16.22
33.85		 5 186640 180520 185096 183200 178050 -4.6% -2.8% 3043 1.6 5830 3.2 7519 4.1 7400 4 953 0.5 -68.7% -87.1% 25조
NDSGC이테크건설 31.4 14,130( -0.28)
19,290 / 11,770		 -2.48
36.52 		0.43
-16.7		 1.51 8.36
20.05		 2.39 3955 2744 3018 2510 -212 0 12 0.4 9 0.3 11 0.4 458억
NDSK디앤디 23.1 8,540( 2.89)
15,900 / 6,330		 3.77
86.18 		5.3
-25.88		 6.09 20.11
34.91		 16.99 832 506 719 627 6856 724% 993.5% -99 0 -9 0 26 3.6 27 4.3 493 7.2 흑전 1725.9% 1,589억
NDSK오션플랜트  47.3 14,870( -0.6)
19,960 / 10,300		 -3.06
34.23 		-3.44
-30.73		 3.99 6.82
44.37		 24.96 2112 1270 1733 1991 1622 -23.2% -18.5% 105 5 89 7 149 8.6 151 7.6 23 1.4 -78.1% -84.8% 8,802억
NDTCC스틸  6.5 27,350( 0.18)
85,900 / 23,250		 -7.13
214.08 		-6.34
-14.99		 12.32 -10.47
17.63		 -19.32 1570 1318 1670 1465 1364 -13.1% -6.9% 37 2.4 14 1.1 48 2.9 31 2.1 27 2 -27% -12.9% 7,169억
ND강남제비스코 47.2 24,100( 0.21)
30,500 / 18,370		 -2.63
26.56 		-2.03
-23.78		 -0.21 -8.71
31.19		 -1.63 1594 1489 1773 1536 67 4.2 46 3.1 117 6.6 21 1.4 1,566억
ND계룡건설 41.4 13,410( 0.07)
15,580 / 11,880		 -2.47
16.18 		0.83
-11.41		 4.93 8.15
12.88		 4.11 8056 8033 8465 7429 381 4.7 340 4.2 230 2.7 259 3.5 1,197억
ND고려아연  24.2 913,000( -4.4)
2,407,000 / 435,000		 10.13
163.64 		22.88
-52.35		 14.7 11.75
109.89		 -9.24 24146 23754 30582 32067 34426 42.6% 7.4% 1980 8.2 1845 7.8 2687 8.8 1500 4.7 1328 3.9 -32.9% -11.5% 189,020억
ND고려제강 10 17,770(0)
33,016 / 16,068		 -2.9
85.8 		0.45
-9.58		 -1.99 -2.74
10.59		 -4.97 4448 4341 4491 4250 4291 -3.5% 1% 201 4.5 162 3.7 90 2 -53 0 43 1 -78.6% 흑전 4,442억
80   8    46    [  : 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
ND그린플러스 10.4 7,460( -4.11)
13,630 / 6,740		 -1.06
82.71 		6.72
-9.65		 1.36 -7.1
10.68		 -10.77 144 178 209 203 283 96.5% 39.4% -60 0 3 1.7 -6 0 -12 0 39 13.8 흑전 흑전 807억
ND금강공업 8.6 4,035( -1.59)
6,540 / 3,800		 -4.38
62.08 		0.37
-5.82		 -2.77 -1.71
6.18		 -13.78 2209 2092 1894 1937 2088 -5.5% 7.8% 135 6.1 136 6.5 86 4.5 57 2.9 49 2.3 -63.7% -14% 1,183억
ND금호건설 6.7 2,545( 0.79)
5,260 / 2,350		 -0.2
106.68 		-3.6
-7.66		 -3.96 1.39
8.3		 -6.43 6121 4944 5111 3870 5213 -14.8% 34.7% 50 0.8 15 0.3 -314 0 -1573 0 55 1.1 10% 흑전 940억
ND남광토건 53.1 8,230( 0.86)
10,500 / 5,660		 1.23
27.58 		0.61
-31.23		 -1.2 -2.37
45.41		 -4.86 1431 1426 1240 1125 1278 -10.7% 13.6% 73 5.1 51 3.6 8 0.6 12 1.1 31 2.4 -57.5% 158.3% 809억
ND남선알미늄 13.7 1,370(0)
2,550 / 1,183		 -1.79
86.13 		-1.58
-13.65		 -1.93 -9.57
15.81		 -2.49 821 731 781 606 775 -5.6% 27.9% 14 1.7 21 2.9 23 2.9 -6 0 10 1.3 -28.6% 흑전 1,768억
ND노루페인트 7 7,690( 1.72)
12,730 / 7,310		 0.26
65.54 		2.53
-4.94		 1.05 -2.04
5.2		 -4.35 1879 1725 2299 1935 1979 5.3% 2.3% 34 1.8 88 5.1 183 8 137 7.1 26 1.3 -23.5% -81% 1,538억
ND다스코 18.6 3,030( 0.5)
5,000 / 2,580		 -2.73
65.02 		-0.16
-14.85		 -1.78 -4.72
17.44		 -18.33 919 726 846 624 40 4.4 -32 0 36 4.3 -33 0 569억
ND대림B&Co 41.2 3,955( 0.13)
5,040 / 3,195		 -1.37
27.43 		-0.25
-19.22		 0.89 6.75
23.79		 13.98 766 630 709 730 16 2.1 20 3.2 44 6.2 31 4.2 659억
ND대양금속 12.1 1,378( 2.38)
2,650 / 1,203		 0.88
92.31 		0.07
-12.7		 -3.09 -13.71
14.55		 -9.4 -185 526 553 543 11 -5.9 1 0.2 29 5.2 -1 0 546억
ND대우건설  20.2 3,465( 0.43)
4,965 / 3,085		 -2.53
43.29 		2.21
-10.97		 -3.62 10.7
12.32		 -3.75 27782 24873 28215 25478 26470 -4.7% 3.9% 779 2.8 1148 4.6 1048 3.7 623 2.4 1212 4.6 55.6% 94.5% 14,401억
ND대한제강  91.1 16,170( 2.02)
16,740 / 10,360		 1.7
3.53 		2.86
-35.93		 7.58 -0.37
56.08		 11.29 3243 2789 3371 2985 3090 -4.7% 3.5% 69 2.1 59 2.1 188 5.6 21 0.7 -146 0 적전 적전 3,786억
ND덕신하우징 22.8 1,512( 1.54)
2,055 / 1,352		 -2.77
35.91 		-6.67
-10.58		 -10.69 -17.06
11.83		 -10.16 515 408 435 334 66 12.8 49 12 73 16.8 22 6.6 696억
ND도화엔지니어링 15.8 6,660( 0.45)
8,950 / 6,230		 0.76
34.38 		0.15
-6.46		 -3.48 -0.75
6.9		 -5.26 1852 1239 1515 1307 124 6.7 9 0.7 64 4.2 -41 0 2,245억
ND동국S&C 4.8 2,075( 0.24)
3,705 / 1,993		 -5.9
78.55 		-8.79
-3.95		 -10.94 -16.33
4.11		 -4.6 1149 844 1342 1155 -114 0 -9 0 97 7.2 58 5 1,185억
ND동국산업 3.9 4,240( 0.83)
10,500 / 3,985		 -3.53
147.64 		-2.19
-6.01		 3.41 -7.83
6.4		 -21.63 2012 1763 2313 2059 1766 -12.2% -14.2% -76 0 37 2.1 162 7 66 3.2 -147 0 적자 적전 2,299억
ND동국알앤에스 14.4 2,545( -0.39)
4,150 / 2,275		 -2.12
63.06 		-3.23
-10.61		 -5.21 -13.87
11.87		 0.2 257 279 292 259 1 0.4 4 1.4 4 1.4 -1 0 468억
ND동국제강 34.7 9,660( -1.13)
13,250 / 7,750		 1.15
37.16 		3.87
-19.77		 20 14.45
24.65		 16.25 11226 9273 9402 8386 8214 -26.8% -2.1% 786 7 525 5.7 405 4.3 215 2.6 -120 0 적전 적전 4,792억
ND동국홀딩스 16.2 7,620( 0.13)
11,350 / 6,900		 -1.17
48.95 		1.33
-9.45		 5.39 4.67
10.43		 1.33 4570 4398 5063 5314 5218 14.2% -1.8% -84 0 131 3 260 5.1 172 3.2 15 0.3 흑전 -91.3% 2,423억
ND동부건설 10.3 3,590( -0.28)
5,240 / 3,400		 -0.42
45.96 		3.61
-5.29		 4.21 -1.64
5.59		 -7.12 5236 4197 4445 4077 4162 -20.5% 2.1% 195 3.7 -186 0 -402 0 -218 0 -159 0 적전 적자 823억
ND동신건설 67.4 54,000( 7.57)
73,300 / 14,010		 4.05
35.74 		6.93
-74.06		 13.45 18.16
285.44		 250.65 232 132 187 193 178 -23.3% -7.8% 21 9.1 1 0.8 7 3.7 13 6.7 -16 0 적전 적전 4,536억
ND동아지질 38.4 13,450( -0.15)
16,500 / 11,550		 -2.25
22.68 		-1.75
-14.13		 -1.68 -4.07
16.45		 -3.03 888 912 942 988 12 1.4 21 2.3 15 1.6 22 2.2 1,890억
ND동양철관 27.5 882( 3.52)
1,678 / 580		 -11.36
90.25 		32.63
-34.24		 40.89 32.43
52.07		 21.66 922 682 654 496 667 -27.7% 34.5% 15 1.6 15 2.2 24 3.7 15 3 10 1.5 -33.3% -33.3% 1,290억
ND동양파일 12 1,758( -0.06)
2,705 / 1,629		 -0.79
53.87 		2.21
-7.34		 0.46 -2.5
7.92		 -2.44 209 158 176 113 10 4.8 1 0.6 -5 0 -18 0 351억
ND동원개발 13.8 2,325( 1.97)
3,140 / 2,195		 -1.69
35.05 		-2.52
-5.59		 4.03 1.09
5.92		 -2.11 1645 1727 1606 984 885 -46.2% -10.1% -159 0 246 14.2 96 6 -64 0 -69 0 적자 적자 2,111억
ND동일산업 24.2 40,000(0)
48,300 / 37,350		 -0.99
20.75 		-0.74
-6.63		 -1.72 1.78
7.1		 3.23 1019 1159 1083 981 933 -8.4% -4.9% -3 0 -18 0 38 3.5 18 1.8 -79 0 적자 적전 970억
80   8    46    [  : 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
ND디씨엠 31.1 11,360( -0.26)
13,440 / 10,420		 -2.07
18.31 		-1.82
-8.27		 -1.82 0.35
9.02		 1.16 558 625 687 589 507 -9.1% -13.9% 38 6.8 48 7.7 74 10.8 31 5.3 16 3.2 -57.9% -48.4% 1,295억
ND만호제강 14.1 25,350( -0.59)
46,000 / 21,950		 -2.87
81.46 		2.63
-13.41		 14.45 -3.06
15.49		 -15.78 407 409 527 374 387 -4.9% 3.5% -232 0 -50 0 -5 0 -30 0 -55 0 적자 적자 1,052억
ND문배철강 40 2,600( 0.97)
3,440 / 2,040		 -4.41
32.31 		4.42
-21.54		 17.91 12.31
27.45		 10.4 418 360 335 325 -14 0 1 0.3 -16 0 -11 0 533억
ND벽산 40.3 2,195( 1.62)
2,910 / 1,712		 -0.9
32.57 		1.86
-22		 5.53 17.69
28.21		 16.2 1679 1512 1742 1523 1653 -1.5% 8.5% 86 5.1 48 3.2 151 8.7 84 5.5 -27 0 적전 적전 1,482억
ND보광산업 37.3 4,335( 1.4)
6,210 / 3,220		 0.81
43.25 		-0.8
-25.72		 -5.56 -23.68
34.63		 19.26 215 152 199 138 148 -31.2% 7.2% 40 18.6 19 12.5 39 19.6 15 10.9 13 8.8 -67.5% -13.3% 1,575억
ND삼목에스폼 37 20,200( 1)
28,950 / 15,070		 -0.74
43.32 		0.5
-25.4		 -1.94 -0.74
34.04		 -2.65 1312 1119 993 978 927 -29.3% -5.2% 468 35.7 317 28.3 206 20.7 100 10.2 127 13.7 -72.9% 27% 2,969억
ND삼부토건 0.5 451( -4.04)
2,865 / 440		 -5.65
535.25 		-50.87
-2.44		 -54.35 -56.63
2.5		 -65.31 1138 1163 881 643 -526 0 -135 0 -273 0 -268 0 1,008억
ND삼성E&A  18.8 18,740( -2.9)
29,300 / 16,300		 3.71
56.35 		14.41
-13.02		 1.08 5.7
14.97		 5.82 28275 23847 26863 23170 25785 -8.8% 11.3% 2698 9.5 2093 8.8 2626 9.8 2039 8.8 2957 11.5 9.6% 45% 36,730억
ND삼성물산  12.1 119,600( 0.59)
171,700 / 112,400		 -2.13
43.56 		-1.56
-6.02		 -6.27 -0.58
6.41		 -3.55 100997 107958 110048 103099 107957 6.9% 4.7% 6269 6.2 7123 6.6 9004 8.2 7362 7.1 7121 6.6 13.6% -3.3% 212,629억
ND삼아알미늄 3.5 29,550( -2.15)
98,100 / 27,050		 -2.48
231.98 		-2.96
-8.46		 -3.43 -19.92
9.24		 -25.19 630 633 685 552 646 2.5% 17% -12 0 -16 0 4 0.6 -43 0 -40 0 적자 적자 4,347억
ND삼일씨엔에스 41.2 3,965( -1.49)
5,130 / 3,150		 -3.65
29.38 		-14.08
-20.55		 -17.91 18.36
25.87		 6.44 630 507 575 475 16 2.5 12 2.4 12 2.1 -23 0 504억
ND삼표시멘트 26.2 3,135( 0.48)
4,035 / 2,815		 0.16
28.71 		0.8
-10.21		 1.62 3.29
11.37		 -2.94 2238 1885 2142 1722 2155 -3.7% 25.1% 203 9.1 176 9.3 402 18.8 251 14.6 208 9.7 2.5% -17.1% 3,383억
ND삼호개발 10.7 3,065( 0.66)
3,650 / 2,995		 0.49
19.09 		1.16
-2.28		 1.66 -0.33
2.34		 -0.65 1055 939 1044 883 1149 8.9% 30.1% 9 0.9 54 5.8 -1 0 -60 0 17 1.5 88.9% 흑전 766억
ND삼화페인트 8.7 6,220( 0.32)
11,460 / 5,720		 -1.89
84.24 		-0.96
-8.04		 -1.74 -0.32
8.74		 -4.31 1614 1403 1827 1505 1548 -4.1% 2.9% 17 1.1 30 2.1 124 6.8 44 2.9 -9 0 적전 적전 1,692억
ND서희건설 64.7 1,507( -1.76)
1,680 / 1,190		 1.76
11.48 		-3.09
-21.04		 -1.12 -6.86
26.64		 7.8 4193 3647 4075 3413 3598 -14.2% 5.4% 1001 23.9 487 13.4 637 15.6 597 17.5 635 17.6 -36.6% 6.4% 3,463억
ND성도이엔지 23.9 4,060( 0.62)
5,950 / 3,465		 -1.1
46.55 		-0.98
-14.66		 -2.52 -6.99
17.17		 -7.94 1801 1900 2614 2794 28 1.6 68 3.6 261 10 116 4.2 628억
ND성신양회 16.2 7,360( 0.41)
10,000 / 6,850		 -1.34
35.87 		-1.74
-6.93		 -3.54 -2.52
7.45		 -6.36 3121 2827 3205 2618 2976 -4.6% 13.7% 342 11 163 5.8 353 11 64 2.4 -48 0 적전 적전 1,804억
ND세보엠이씨 28.8 10,100( 0.6)
14,940 / 8,140		 1
47.92 		1.71
-19.41		 -1.94 -3.53
24.08		 -6.65 2520 2522 2023 1595 118 4.7 119 4.7 83 4.1 70 4.4 1,063억
ND세아메카닉스 13.3 2,315( 1.54)
4,360 / 2,000		 0.65
88.34 		-5.7
-13.61		 4.04 -7.03
15.75		 -6.09 221 236 223 244 -2 0 4 1.7 2 0.9 -4 0 613억
ND세아베스틸지주  31.8 20,050( -2.43)
27,350 / 16,640		 -4.98
36.41 		1.78
-17.01		 9.5 7.56
20.49		 -16.46 8879 9531 9700 8834 8293 -6.6% -6.1% 10 0.1 213 2.2 636 6.6 244 2.8 -500 0 적전 적전 7,190억
ND세아제강  87.7 204,000( 1.24)
217,500 / 108,100		 4.56
6.62 		26.94
-47.01		 45.82 65.99
88.71		 81.66 4374 4557 4359 3676 5452 24.6% 48.3% 444 10.2 317 7 359 8.2 111 3 1241 22.8 179.5% 1018% 5,786억
ND세아제강지주 83.6 268,000( -3.42)
292,500 / 143,100		 -0.19
9.14 		14.04
-46.6		 23.5 46.61
87.28		 62.92 9145 8826 10098 8600 9387 2.6% 9.2% 626 6.8 683 7.7 857 8.5 193 2.2 514 5.5 -17.9% 166.3% 11,099억
ND세아특수강 34.8 13,300( -0.08)
14,500 / 12,660		 -3.13
9.02 		1.92
-4.81		 2.47 3.5
5.06		 -2.56 2441 2513 2577 2436 2559 4.8% 5% -44 0 69 2.7 56 2.2 37 1.5 66 2.6 흑전 78.4% 1,139억
ND세토피아 2.9 1,080(0)
3,135 / 1,019		 -80
190.28 		0
-5.65		 0 0
5.99		 0 182 274 140 63 -51 0 -27 0 -28 0 -17 0 817억
ND신스틸 23.6 2,590( 2.98)
4,480 / 2,005		 -1.89
72.97 		9.51
-22.59		 9.98 4.65
29.18		 5.93 747 896 1071 905 -2 0 33 3.7 44 4.1 17 1.9 1,074억
80   8    46    [  : 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
ND아세아시멘트 30 10,230( -2.11)
12,240 / 9,370		 -1.25
19.65 		0.89
-8.41		 -1.16 -2.76
9.18		 -4.12 3141 2628 3065 2459 2950 -6.1% 20% 401 12.8 326 12.4 568 18.5 284 11.5 228 7.7 -43.1% -19.7% 3,938억
ND아이에스동서  0.8 16,600(0)
31,200 / 16,480		 -2.12
87.95 		-2.35
-0.72		 -17.41 -13.68
0.73		 -11.51 4909 4131 4095 3925 2995 -39% -23.7% 859 17.5 797 19.3 562 13.7 244 6.2 133 4.4 -84.5% -45.5% 5,011억
ND아이티센 28.3 6,320( 0.48)
13,150 / 3,630		 -0.47
108.07 		3.44
-42.56		 9.91 25.9
74.1		 10.1 8926 9107 12598 12848 15064 68.8% 17.2% 269 3 38 0.4 160 1.3 105 0.8 279 1.9 3.7% 165.7% 1,466억
ND아주스틸 13.9 4,290( 2.14)
7,950 / 3,700		 -1.72
85.31 		7.52
-13.75		 8.61 8.2
15.95		 -9.4 2350 2488 2915 2242 2349 -0% 4.8% -157 0 23 0.9 -14 0 -272 0 -264 0 적자 적자 1,134억
ND알루코 16.5 2,210( 1.38)
4,520 / 1,755		 -0.67
104.52 		0
-20.59		 -1.12 4.74
25.93		 1.14 1515 1498 1746 1565 27 1.8 143 9.5 107 6.1 104 6.6 2,139억
ND에스와이 20.1 3,925( 1.16)
5,830 / 3,445		 -1.13
48.54 		-1.88
-12.23		 -8.29 -11.1
13.93		 -15.04 1476 1379 1516 1260 1453 -1.6% 15.3% -54 0 61 4.4 59 3.9 43 3.4 54 3.7 흑전 25.6% 1,919억
ND에쓰씨엔지니어링 4.1 1,280( -0.23)
2,450 / 1,230		 -1.92
91.41 		-1.92
-3.91		 -3.54 -8.51
4.07		 -35.39 358 219 522 528 5 1.4 -18 0 36 6.9 28 5.3 420억
ND유니온 48.3 5,360( 0.19)
7,500 / 3,360		 -4.8
39.93 		-9.46
-37.31		 -11.55 -0.56
59.52		 9.39 565 546 561 535 539 -4.6% 0.7% -7 0 -34 0 22 3.9 -17 0 -84 0 적자 적자 836억
ND유에스티 19.7 2,140( 2.88)
3,650 / 1,770		 -2.28
70.56 		6.2
-17.29		 7.48 8.63
20.9		 9.13 255 200 186 165 26 10.2 14 7 28 15.1 14 8.5 507억
ND유진기업 12.9 3,335( 0.3)
4,580 / 3,150		 2.93
37.33 		3.25
-5.55		 0.91 -0.3
5.87		 1.06 3830 3349 3840 3252 3491 -8.9% 7.3% 65 1.7 79 2.4 257 6.7 157 4.8 55 1.6 -15.4% -65% 2,578억
ND이건산업 21.8 5,090( 0.99)
7,210 / 4,500		 -1.93
41.65 		-1.55
-11.59		 -6.26 -17.9
13.11		 4.41 874 757 790 795 -1 0 17 2.2 34 4.3 27 3.4 557억
ND일성건설 61.5 3,810( 7.32)
5,500 / 1,110		 5.39
44.36 		13.06
-70.87		 22.31 9.48
243.24		 155.19 1635 1475 1308 1057 1163 -28.9% 10% 15 0.9 21 1.4 24 1.8 -8 0 -473 0 적전 적자 2,058억
ND일신석재 59.8 2,040( 3.03)
2,760 / 969		 3.34
35.29 		-2.86
-52.5		 -5.77 -13.92
110.53		 28.54 206 157 235 185 31 15 -8 0 36 15.3 -1 0 1,580억
ND일진다이아 15 11,390( -0.09)
21,000 / 9,700		 -2.06
84.37 		-4.12
-14.84		 -4.37 1.15
17.42		 -2.98 375 286 412 410 460 22.7% 12.2% -26 0 -1 0 8 1.9 -14 0 -37 0 적자 적자 1,617억
ND일진파워 27.3 9,170( 2.46)
15,200 / 6,900		 -1.4
65.76 		1.55
-24.75		 -2.45 0.55
32.9		 -8.94 505 431 675 371 0 0 29 6.7 49 7.3 6 1.6 1,382억
ND자이에스앤디 9 3,225( 0.78)
5,650 / 2,985		 -1.83
75.19 		-0.77
-7.44		 -2.57 0.16
8.04		 -4.44 4797 4005 4274 3758 3745 -21.9% -0.3% 199 4.1 6 0.1 11 0.3 25 0.7 -18 0 적전 적전 1,250억
ND제일연마 55.9 8,990( 0.33)
9,970 / 7,750		 -3.64
10.9 		-4.36
-13.79		 -9.56 0.9
16		 2.98 219 199 203 204 213 -2.7% 4.4% 14 6.4 20 10.1 15 7.4 16 7.8 4 1.9 -71.4% -75% 890억
ND제일테크노스 17.9 6,300( -0.32)
9,920 / 5,510		 -3.82
57.46 		3.28
-12.54		 -0.79 0
14.34		 -6.25 816 517 547 374 72 8.8 84 16.2 88 16.1 32 8.6 567억
ND조선내화 0.6 14,410( 0.42)
25,200 / 14,350		 0
74.88 		-1.64
-0.42		 -1.23 -7.27
0.42		 -9.88 1562 1260 1273 1269 1202 -23% -5.3% 258 16.5 78 6.2 51 4 110 8.7 -41 0 적전 적전 1,708억
ND조선선재 34.2 98,000( -1.11)
118,400 / 87,400		 -4.11
20.82 		-0.81
-10.82		 1.77 0.93
12.13		 5.04 173 106 125 137 35 20.2 11 10.4 23 18.4 26 19 1,232억
ND조일알미늄 26.9 1,652(0)
2,760 / 1,244		 0.73
67.07 		3.51
-24.7		 2.93 7.13
32.8		 8.33 1252 1279 1296 1103 1304 4.2% 18.2% 58 4.6 46 3.6 60 4.6 26 2.4 68 5.2 17.2% 161.5% 2,091억
ND중앙첨단소재 14.9 4,415( -6.06)
15,950 / 2,395		 -3.81
261.27 		-29.92
-45.75		 -38.85 -50.78
84.34		 -48.3 122 37 64 38 45 -63.1% 18.4% 7 5.7 -25 0 0 0 -22 0 -28 0 적전 적자 4,407억
ND진흥기업 14.9 784( 0.38)
1,149 / 720		 0.51
46.56 		-3.33
-8.16		 -9.89 -2.24
8.89		 -4.51 2319 1711 1889 1660 1999 -13.8% 20.4% 103 4.4 96 5.6 -183 0 -32 0 74 3.7 -28.2% 흑전 1,140억
ND코오롱글로벌 14.3 9,090( 1.68)
16,110 / 7,920		 2.13
77.23 		1
-12.87		 -3.3 -2.57
14.77		 -8.64 7377 7025 7963 7098 6955 -5.7% -2% -313 0 9 0.1 -3 0 -211 0 -249 0 적자 적자 1,720억
ND태경비케이 19.6 4,515( 1.69)
6,940 / 3,925		 -0.55
53.71 		-2.9
-13.07		 -2.9 -0.77
15.03		 3.56 674 702 892 809 85 12.6 99 14.1 120 13.5 111 13.7 1,245억
80   8    46    [  : 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
ND태경산업 4.8 4,770( 1.27)
6,150 / 4,700		 -0.73
28.93 		-1.65
-1.47		 -2.15 -3.64
1.49		 -8.09 1564 1567 1815 1773 84 5.4 102 6.5 161 8.9 165 9.3 1,394억
ND태영건설 8.2 2,420( -2.81)
6,110 / 2,090		 -2.22
152.48 		-6.92
-13.64		 -1.83 3.42
15.79		 -12.79 9820 7210 7155 5761 6206 -36.8% 7.7% -1428 0 375 5.2 344 4.8 85 1.5 -656 0 적자 적전 6,908억
ND특수건설 28.8 6,450( 0.31)
9,420 / 5,250		 -3.87
46.05 		-0.77
-18.6		 -2.27 -3.59
22.86		 0.78 618 572 504 495 552 -10.7% 11.5% 18 2.9 9 1.6 10 2 13 2.6 55 10 205.6% 323.1% 1,131억
ND티플랙스 73.7 3,165( -0.78)
3,470 / 2,310		 -1.4
9.64 		0.8
-27.01		 2.43 0.48
37.01		 10.47 555 530 550 505 488 -12.1% -3.4% -5 0 2 0.4 19 3.5 8 1.6 15 3.1 흑전 87.5% 768억
ND포스코스틸리온 60.4 44,400( 0.57)
56,800 / 25,500		 -4.31
27.93 		20.65
-42.57		 40.73 52.58
74.12		 43.23 2820 3123 3284 2834 2857 1.3% 0.8% 56 2 125 4 155 4.7 103 3.6 136 4.8 142.9% 32% 2,664억
ND포스코엠텍 12.4 14,200( -2.67)
32,500 / 11,620		 -4.57
128.87 		9.4
-18.17		 14.79 9.31
22.2		 2.31 939 822 806 882 957 1.9% 8.5% 3 0.3 15 1.8 20 2.5 -31 0 10 1 233.3% 흑전 5,913억
ND풍산  66.9 64,700( 1.41)
78,900 / 36,000		 -2.27
21.95 		17.85
-44.36		 15.95 18.93
79.72		 10.03 11136 9635 12336 11292 12280 10.3% 8.7% 580 5.2 542 5.6 1613 13.1 744 6.6 339 2.8 -41.6% -54.4% 18,131억
ND피제이메탈 21.7 3,185( 0.47)
5,390 / 2,575		 0.63
69.23 		4.26
-19.15		 3.41 5.29
23.69		 3.07 543 517 659 670 697 28.4% 4% 23 4.2 11 2.1 54 8.2 -2 0 29 4.2 26.1% 흑전 789억
ND하이스틸 66.6 4,385( 9.08)
5,330 / 2,500		 0.8
21.55 		48.39
-42.99		 48.39 52.26
75.4		 45.92 680 702 560 519 681 0.1% 31.2% 21 3.1 1 0.1 -11 0 0 0 20 2.9 -4.8% - 885억
ND하츠 51.5 5,480( 1.11)
6,430 / 4,470		 0.74
17.34 		1.11
-18.43		 -0.18 0
22.6		 12.3 462 409 499 435 521 12.8% 19.8% 21 4.5 25 6.1 60 12 30 6.9 -8 0 적전 적전 701억
ND한국내화 14.2 2,160( -0.92)
3,160 / 1,995		 -1.82
46.3 		0
-7.64		 1.17 -3.14
8.27		 3.35 1013 933 1052 1013 1159 14.4% 14.4% -126 0 10 1.1 -1 0 17 1.7 57 4.9 흑전 235.3% 887억
ND한국선재 33.2 3,550( 0.57)
5,220 / 2,720		 0.42
47.04 		-2.07
-23.38		 -3.53 -17.54
30.51		 26.11 612 530 598 531 575 -6% 8.3% -27 0 18 3.4 21 3.5 13 2.4 7 1.2 흑전 -46.2% 827억
ND한국주철관 16 6,240( 0.65)
7,500 / 6,000		 -0.64
20.19 		2.13
-3.85		 2.46 1.96
4		 -0.16 1304 931 1140 964 82 6.3 28 3 52 4.6 42 4.4 1,422억
ND한국철강  30.5 8,000( -0.37)
12,700 / 5,940		 -2.79
58.75 		0.5
-25.75		 4.58 2.3
34.68		 -13.04 2163 1480 1654 1424 1442 -33.3% 1.3% 170 7.9 10 0.7 6 0.4 23 1.6 -22 0 적전 적전 3,396억
ND한국특강 75.5 1,763( 0.4)
1,940 / 1,218		 -0.96
10.04 		5.44
-30.91		 6.4 6.85
44.75		 21.59 2111 1883 1844 1818 103 4.9 14 0.7 15 0.8 4 0.2 1,072억
ND한미글로벌 38.7 16,730( -0.3)
21,450 / 13,750		 -0.71
28.21 		-2.34
-17.81		 -10.34 -7.57
21.67		 2.07 1043 1018 1025 1022 1180 13.1% 15.5% 75 7.2 83 8.2 81 7.9 79 7.7 95 8.1 26.7% 20.3% 1,833억
ND한샘  0.4 43,500( -2.14)
69,000 / 43,400		 -3.01
58.62 		-5.02
-0.23		 -4.81 -7.94
0.23		 -13.86 5019 4859 4780 4541 4903 -2.3% 8% 115 2.3 130 2.7 71 1.5 73 1.6 38 0.8 -67% -47.9% 10,237억
ND한성크린텍 3.8 1,220( -2.87)
3,970 / 1,110		 -16.72
225.41 		-19.21
-9.02		 -24.18 -29.84
9.91		 -33.8 815 713 483 341 296 -63.7% -13.2% 9 1.1 29 4.1 -65 0 0 0 -470 0 적전 - 633억
ND한솔홈데코 44.9 870( 3.57)
1,240 / 569		 3.33
42.53 		-3.33
-34.6		 -4.29 -11.68
52.9		 33.64 827 811 930 796 16 1.9 17 2.1 47 5.1 19 2.4 700억
ND한신공영 14.2 6,280( 0.16)
7,970 / 6,000		 -0.95
26.91 		-2.18
-4.46		 -0.79 -1.26
4.67		 -11.92 3179 2892 3501 3701 4799 51% 29.7% 14 0.4 85 2.9 58 1.7 256 6.9 -57 0 적전 적전 726억
ND한일시멘트 91.2 16,380( -2.21)
16,880 / 11,170		 1.3
3.05 		4.6
-31.81		 0.68 3.93
46.64		 18.35 4938 4116 4981 3894 647 13.1 555 13.5 1069 21.5 732 18.8 11,345억
ND한일현대시멘트 44.6 14,930( 0.2)
17,200 / 13,100		 -1.58
15.2 		5.29
-12.26		 4.85 8.42
13.97		 8.9 1342 1092 1459 1143 94 7 57 5.2 331 22.7 258 22.6 2,885억
ND한창산업 45.4 6,950( 0.14)
8,900 / 5,330		 1.76
28.06 		2.51
-23.31		 6.76 5.3
30.39		 1.61 146 173 372 184 8 5.5 9 5.2 72 19.4 6 3.3 361억
ND현대건설  63.2 32,600( 0.93)
37,550 / 24,100		 -9.19
15.18 		-2.69
-26.07		 -5.78 21.42
35.27		 12.61 85983 85453 86212 82569 1444 1.7 2509 2.9 1473 1.7 1143 1.4 36,301억
ND현대리바트  8.3 7,250( 0.28)
11,800 / 6,840		 -2.95
62.76 		-2.16
-5.66		 -0.82 -5.1
5.99		 -8.11 4202 5048 4970 4541 4148 -1.3% -8.7% -169 0 68 1.3 82 1.6 98 2.2 -7 0 적자 적전 1,488억
80   8    46    [  : 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
ND현대비앤지스틸 25.3 13,250( 0.38)
23,150 / 9,890		 -2.57
74.72 		4.74
-25.36		 4.17 4.74
33.97		 11.16 2194 1916 2313 1884 1840 -16.1% -2.3% -74 0 -3 0 190 8.2 68 3.6 51 2.8 흑전 -25% 1,997억
ND현대에이치티 20.3 6,380( 0.79)
11,440 / 5,090		 0.79
79.31 		2.41
-20.22		 2.74 4.08
25.34		 11.34 416 408 442 349 11 2.6 25 6.1 35 7.9 20 5.7 550억
ND현대제철  50.6 28,800( -4)
37,500 / 19,900		 -2.87
30.21 		8.07
-30.9		 19.01 29.73
44.72		 33.95 61041 59478 60414 56243 -2290 0 558 0.9 980 1.6 515 0.9 38,432억
ND홈센타홀딩스 19.2 810( 0.87)
1,290 / 696		 0.25
59.26 		-0.12
-14.07		 -6.03 -5.26
16.38		 10.2 1116 898 1036 871 885 -20.7% 1.6% 84 7.5 33 3.7 69 6.7 15 1.7 4 0.5 -95.2% -73.3% 1,034억
ND화성산업 47.4 9,700( 1.15)
11,230 / 8,320		 3.3
15.77 		3.97
-14.23		 2.43 -0.1
16.59		 4.3 2244 1883 1399 1333 -49 0 147 7.8 49 3.5 41 3.1 984억
ND화인베스틸 42.3 1,121( 0.27)
1,557 / 801		 -2.27
38.89 		0.72
-28.55		 -8.11 19
39.95		 7.17 279 282 260 306 -97 0 -44 0 -9 0 -68  0 345억
ND황금에스티 21.2 5,200( -0.57)
7,740 / 4,515		 2.16
48.85 		5.26
-13.17		 6.78 4.31
15.17		 3.17 908 743 829 750 887 -2.3% 18.3% 50 5.5 17 2.3 66 8 46 6.1 62 7 24% 34.8% 884억
ND휴스틸 75 6,060( -0.33)
6,930 / 3,450		 -3.81
14.36 		23.8
-43.07		 44.46 45.32
75.65		 50.93 1475 1699 2147 1866 1515 2.7% -18.8% -277 0 183 10.8 -18 0 -7 0 28 1.8 흑전 흑전 3,404억
ND희림 28.7 5,320(0)
7,980 / 4,250		 -2.56
50 		-2.21
-20.11		 -4.83 -0.56
25.18		 -9.52 657 562 617 575 34 5.2 17 3 36 5.8 43 7.5 740억
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