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)
52   6    37    [  : 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
NDAP위성 31.7 13,050( 0.93)
20,500 / 9,600		 -0.23
57.09 		0.31
-26.44		 -8.68 -3.83
35.94		 -14.2 193 141 50 127 44 22.8 35 24.8 -11 0 32 25.2 1,968억
NDHD한국조선해양  74 214,000( -0.23)
251,500 / 107,300		 -8.15
17.52 		0
-49.86		 -5.1 -12.11
99.44		 10.08 59890 55156 66155 62458 71617 19.6% 14.7% 1610 2.7 1602 2.9 3764 5.7 3984 6.4 4991 7 210% 25.3% 151,454억
NDHD현대  53.1 74,700( -0.53)
88,200 / 59,400		 -2.23
18.07 		2.47
-20.48		 -4.11 -11.28
25.76		 -3.11 167128 165144 175549 165991 170972 2.3% 3% 3579 2.1 7936 4.8 8799 5 4315 2.6 8782 5.1 145.4% 103.5% 59,007억
NDHD현대건설기계  60.3 73,300( -1.74)
91,500 / 45,700		 -4.56
24.83 		-2.27
-37.65		 -5.91 9.57
60.39		 17.28 8458 9791 8530 8168 7891 -6.7% -3.4% 268 3.2 536 5.5 586 6.9 430 5.3 353 4.5 31.7% -17.9% 13,814억
NDHD현대마린솔루션  40 142,700( 2.15)
207,500 / 99,500		 -1.59
45.41 		12.63
-30.27		 -9.85 -18.87
43.42		 -2.79 0 29 4378 4613 4634 - 0.5% 0 0 1 3.4 709 16.2 834 18.1 659 14.2 - -21% 63,430억
NDHD현대마린엔진  91.5 28,500( -1.89)
30,250 / 9,600		 -4.2
6.14 		16.09
-66.32		 3.26 3.64
196.88		 50.87 788 613 850 807 886 12.4% 9.8% 59 7.5 62 10.1 90 10.6 88 10.9 91 10.3 54.2% 3.4% 9,666억
NDHD현대미포  52.5 103,700( -1.24)
144,300 / 58,800		 -4.34
39.15 		-1.24
-43.3		 -5.38 -21.44
76.36		 -6.49 11028 10005 11291 10776 14228 29% 32% -652 0 -110 0 174 1.5 352 3.3 469 3.3 흑전 33.2% 41,420억
NDHD현대인프라코어  87.2 9,480( -3.56)
9,950 / 6,270		 -1.66
4.96 		11.53
-33.86		 4.29 30.94
51.2		 27.94 9816 11573 11082 9098 9389 -4.4% 3.2% 139 1.4 928 8 815 7.4 207 2.3 -109 0 적전 적전 18,922억
NDHD현대중공업  74.5 304,500( -1.77)
371,500 / 108,600		 -1.3
22 		2.87
-64.33		 -8.97 -2.56
180.39		 33.85 34131 29877 38840 36092 40056 17.4% 11% 1387 4.1 212 0.7 1956 5 2061 5.7 2822 7 103.5% 36.9% 270,314억
NDHMM  76.8 20,700( 0.49)
22,650 / 14,250		 -6.55
9.42 		5.67
-31.16		 12.99 4.44
45.26		 14.62 20627 23298 26634 35519 31549 53% -11.2% 419 2 4070 17.5 6443 24.2 14613 41.1 10000 31.7 2286.6% -31.6% 155,051억
NDKIB플러그에너지 50 515(0)
675 / 355		 0
31.07 		0
-31.07		 0 0
45.07		 -3.74 408 351 286 359 34 8.3 7 2 -4 0 39 10.9 1,220억
NDKSS해운 49 8,730( 0.23)
9,770 / 7,730		 -3
11.91 		-1.91
-11.45		 3.31 2.46
12.94		 -2.68 1278 1127 1368 1316 217 17 209 18.5 293 21.4 280 21.3 2,015억
NDKS인더스트리 24.5 2,210( 2.31)
4,225 / 1,555		 -0.23
91.18 		-11.95
-29.64		 0.68 10.22
42.12		 2.08 181 153 55 60 28 15.5 25 16.3 6 10.9 -10 0 666억
NDLIG넥스원  72.2 276,000( -1.25)
324,500 / 149,900		 -12.66
17.57 		2.03
-45.69		 -2.82 25.17
84.12		 17.7 6799 7635 6047 7403 11687 71.9% 57.9% 368 5.4 670 8.8 491 8.1 519 7 628 5.4 70.7% 21% 60,720억
NDRF시스템즈 42.1 5,620( -0.53)
8,410 / 3,595		 -8.77
49.64 		11.29
-36.03		 -3.6 46.93
56.33		 INF 0 0 0 0 0 0 0 0 0 0 0 0 726억
NDSIMPAC 35 3,920( 1.42)
5,440 / 3,100		 3.02
38.78 		1.82
-20.92		 6.38 1.29
26.45		 3.02 1722 1361 2132 1885 2472 43.6% 31.1% -23 0 -39 0 198 9.3 4 0.2 86 3.5 흑전 2050% 2,564억
NDSNT에너지  86.7 33,900( -0.88)
37,900 / 7,766		 -4.1
11.8 		8.83
-77.09		 32.94 30.13
336.52		 115.79 882 616 673 697 956 8.4% 37.2% 72 8.2 30 4.9 50 7.4 52 7.5 90 9.4 25% 73.1% 7,010억
NDSTX엔진 68.5 25,550( 0.39)
31,650 / 12,300		 -6.24
23.87 		5.8
-51.86		 -1.35 7.13
107.72		 24.63 2114 1155 1973 1939 2177 3% 12.3% 129 6.1 68 5.9 217 11 54 2.8 82 3.8 -36.4% 51.9% 5,878억
NDTYM 56.5 4,875( -2.5)
6,530 / 2,725		 -4.22
33.95 		-3.08
-44.1		 -12.63 -2.89
78.9		 0.41 1801 2231 2151 1884 1619 -10.1% -14.1% 47 2.6 107 4.8 120 5.6 -1 0 -72 0 적전 적자 2,196억
ND다원시스 22.2 10,000( 1.94)
14,130 / 8,820		 -0.3
41.3 		2.77
-11.8		 -8 5.15
13.38		 -7.66 795 541 969 738 764 -3.9% 3.5% 106 13.3 21 3.9 109 11.2 19 2.6 -75 0 적전 적전 3,816억
ND대동 54.2 12,200( -0.65)
15,880 / 7,850		 3.83
30.16 		0.83
-35.66		 -8.13 0.25
55.41		 34.21 2564 3624 4124 3283 3096 20.7% -5.7% -171 0 115 3.2 360 8.7 -95 0 -216 0 적자 적자 3,128억
ND대모 22.9 9,080( -0.11)
13,280 / 7,830		 -2.16
46.26 		-3.2
-13.77		 -10.89 -8.19
15.96		 -11.5 85 109 104 106 92 8.2% -13.2% -9 0 0 0 0 0 1 0.9 -3 0 적자 적전 755억
ND대양전기공업  77.2 18,510( -1.23)
20,800 / 10,750		 -3.04
12.37 		7.93
-41.92		 12.39 25.41
72.19		 43.93 500 413 499 447 602 20.4% 34.7% 26 5.2 24 5.8 30 6 29 6.5 61 10.1 134.6% 110.3% 1,770억
ND대창단조 33.3 5,360( -0.37)
7,100 / 4,490		 -1.83
32.46 		5.51
-16.23		 0.56 3.08
19.38		 3.68 770 817 819 822 762 -1% -7.3% 59 7.7 94 11.5 71 8.7 70 8.5 64 8.4 8.5% -8.6% 1,531억
ND대창솔루션 17.7 336( -1.18)
540 / 292		 -4.55
60.71 		-1.47
-13.1		 -1.47 5.99
15.07		 -4.82 175 167 140 129 3 1.7 9 5.4 -1 0 -6 0 550억
52   6    37    [  : 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
ND대한해운 9.7 1,716( 0.53)
2,985 / 1,580		 -4.51
73.95 		1.78
-7.93		 -0.06 -3.05
8.61		 -3.43 3627 5152 4084 4188 4045 11.5% -3.4% 502 13.8 1267 24.6 721 17.7 677 16.2 619 15.3 23.3% -8.6% 5,477억
ND동방선기 91.1 3,580( 6.07)
3,700 / 2,350		 6.71
3.35 		14.38
-34.36		 9.82 5.29
52.34		 18.94 80 56 77 92 23 28.8 -1 0 7 9.1 9 9.8 501억
ND동성화인텍  89 24,750( 3.99)
26,500 / 10,660		 8.55
7.07 		8.55
-56.93		 19.57 49.91
132.18		 103.04 1390 1372 1378 1365 1833 31.9% 34.3% 129 9.3 101 7.4 123 8.9 114 8.4 177 9.7 37.2% 55.3% 7,422억
ND두산밥캣  56 49,550( -1.69)
62,300 / 33,350		 -0.9
25.73 		5.43
-32.69		 -0.9 9.87
48.58		 30.22 23156 23946 21987 17777 2561 11.1 3260 13.6 2344 10.7 1257 7.1 49,673억
ND드림시큐리티 48 3,315( 0.15)
4,430 / 2,285		 -0.45
33.63 		-1.92
-31.07		 -10.16 -9.67
45.08		 1.38 615 650 510 695 833 35.4% 19.9% 124 20.2 64 9.8 19 3.7 65 9.4 106 12.7 -14.5% 63.1% 1,677억
ND디와이 14 3,915( 0.9)
6,400 / 3,510		 -0.89
63.47 		-1.01
-10.34		 -2.61 -3.81
11.54		 -10.21 2939 2950 3180 2762 65 2.2 109 3.7 149 4.7 55 2 1,030억
ND디와이파워 44.2 12,390( -0.24)
14,750 / 10,520		 -2.59
19.05 		1.81
-15.09		 -2.9 7.65
17.78		 -3.35 980 1039 1105 882 49 5 95 9.1 93 8.4 40 4.5 1,368억
ND디와이피엔에프 33.2 14,710( -0.41)
25,150 / 9,510		 -2.97
70.97 		1.8
-35.35		 12.29 25.62
54.68		 36.46 430 419 551 628 1290 200% 105.4% 59 13.7 47 11.2 30 5.4 59 9.4 118 9.1 100% 100% 1,575억
ND디케이락 32.5 8,270( 1.22)
12,950 / 6,020		 -1.66
56.59 		9.39
-27.21		 12.06 5.62
37.38		 8.82 247 238 244 247 254 2.8% 2.8% 3 1.2 2 0.8 3 1.2 -4 0 -3 0 적전 적자 839억
ND모델솔루션 39.4 11,880( 1.54)
18,370 / 7,660		 3.3
54.63 		4.39
-35.52		 -2.54 0.59
55.09		 30.55 189 155 170 165 189 0% 14.5% -7 0 0 0 11 6.5 16 9.7 12 6.3 흑전 -25% 759억
ND빅텍 15.8 4,070( -0.12)
5,990 / 3,710		 -3.21
47.17 		1.88
-8.85		 -0.49 -2.86
9.7		 -9.35 189 164 132 155 260 37.6% 67.7% -9 0 -2 0 -4 0 2 1.3 23 8.8 흑전 1050% 1,166억
ND삼성중공업  88.7 14,320( 1.7)
15,220 / 7,260		 -1.45
6.28 		2.65
-49.3		 12.67 7.27
97.25		 22.5 24331 23478 25320 23229 27003 11% 16.2% 789 3.2 779 3.3 1307 5.2 1199 5.2 1742 6.5 120.8% 45.3% 126,016억
ND삼영엠텍 52.3 4,900( 1.03)
6,110 / 3,575		 -2.39
24.69 		3.38
-27.04		 1.77 -1.41
37.06		 13.69 249 265 340 285 11 4.4 27 10.2 14 4.1 27 9.5 637억
ND서암기계공업 18 3,630( 1.82)
6,050 / 3,100		 0.69
66.67 		-1.76
-14.6		 -7.63 -5.47
17.1		 -8.22 110 104 110 110 1 0.9 -7 0 2 1.8 -4 0 457억
ND성광벤드  75.8 27,050( 2.08)
32,500 / 10,020		 -2.35
20.15 		-2.7
-62.96		 5.87 -11.31
169.96		 71.09 632 572 669 454 582 -7.9% 28.2% 71 11.2 99 17.3 204 30.5 78 17.2 39 6.7 -45.1% -50% 7,736억
ND세진중공업 45.3 7,730( 1.05)
10,920 / 5,090		 -3.37
41.27 		-8.3
-34.15		 -12.85 -15.43
51.87		 13.34 1105 860 808 741 1112 0.6% 50.1% 253 22.9 42 4.9 79 9.8 6 0.8 230 20.7 -9.1% 3733.3% 4,394억
ND수산중공업 51.7 1,960( -0.46)
2,310 / 1,585		 -1.85
17.86 		-4.16
-19.13		 -11.11 -2.24
23.66		 3.16 489 454 471 577 475 -2.9% -17.7% 22 4.5 22 4.8 22 4.7 53 9.2 23 4.8 4.5% -56.6% 1,223억
ND쎄트렉아이  90.1 55,800( 1.64)
58,500 / 31,300		 0.72
4.84 		8.56
-43.91		 3.33 25.68
78.27		 11.94 377 317 475 437 484 28.4% 10.8% -9 0 -35 0 -15 0 8 1.8 12 2.5 흑전 50% 6,110억
ND아스트 19.5 730( -7.59)
1,815 / 467		 -11.3
148.63 		-12.57
-36.03		 -3.44 28.52
56.32		 43.98 435 366 368 457 522 20% 14.2% 169 38.9 -135 0 -61 0 43 9.4 90 17.2 -46.7% 109.3% 2,403억
ND아이쓰리시스템  79.6 57,000( -4.2)
65,300 / 24,600		 -5.79
14.56 		-0.52
-56.84		 -6.71 26.67
131.71		 53.23 310 317 299 291 300 -3.2% 3.1% 25 8.1 41 12.9 40 13.4 29 10 36 12 44% 24.1% 4,050억
ND에스비비테크 45 24,150( 16.95)
39,000 / 12,000		 20.15
61.49 		12.59
-50.31		 3.21 10.27
101.25		 63.18 15 11 16 11 16 6.7% 45.5% -16 0 -17 0 -17 0 -18 0 -15 0 적자 적자 1,491억
ND에스피시스템스 64.3 8,880( 3.38)
11,800 / 3,620		 6.99
32.88 		8.82
-59.23		 -6.43 20.33
145.3		 91.59 164 170 167 178 192 17.1% 7.9% -12 0 -5 0 -14 0 2 1.1 -10 0 적자 적전 956억
ND에이치브이엠 56.9 24,000( 0.84)
34,250 / 10,460		 5.96
42.71 		-6.25
-56.42		 -26.72 -9.77
129.45		 -11.28 0 82 155 91 126 - 38.5% 0 0 7 8.5 0 0 10 11 -87 0 - 적전 2,856억
ND에이테크솔루션 23.7 6,160( 0.49)
11,790 / 4,415		 -1.91
91.4 		-5.08
-28.33		 -4.64 0.49
39.52		 4.41 763 770 696 669 14 1.8 7 0.9 8 1.1 4 0.6 616억
ND에이프로젠 4 749( 3.03)
1,894 / 701		 0.13
152.87 		3.74
-6.41		 -4.59 0.54
6.85		 -26.57 372 380 355 367 -249 0 -179 0 -176 0 -220 0 2,115억
52   6    37    [  : 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
ND엔케이 59.7 911( -0.55)
1,114 / 610		 -1.3
22.28 		-0.55
-33.04		 2.94 -8.9
49.34		 21.79 229 255 255 238 359 56.8% 50.8% -30 0 0 0 -20 0 -13 0 -15 0 적자 적자 728억
ND영풍정밀 13 12,390( 0.32)
36,700 / 8,770		 -7.05
196.21 		14.4
-29.22		 11.62 -0.72
41.28		 -16.4 369 318 271 189 349 -5.4% 84.7% 46 12.5 72 22.6 40 14.8 12 6.3 28 8 -39.1% 133.3% 1,951억
ND오리엔탈정공 66.7 5,200( 0.19)
6,440 / 2,715		 -5.11
23.85 		2.97
-47.79		 0.97 -6.47
91.53		 18.99 439 431 551 522 568 29.4% 8.8% 23 5.2 41 9.5 68 12.3 96 18.4 40 7 73.9% -58.3% 2,369억
ND와이지-원 27.2 5,320( 3.5)
6,660 / 4,820		 5.98
25.19 		1.14
-9.4		 1.72 5.14
10.37		 4.93 1312 1325 1407 1571 1446 10.2% -8% 66 5 151 11.4 112 8 164 10.4 131 9.1 98.5% -20.1% 1,786억
ND우진플라임 12.2 2,010(0)
3,195 / 1,845		 -0.5
58.96 		0
-8.21		 0.65 -3.13
8.94		 -5.63 542 432 560 508 21 3.9 -21 0 5 0.9 1 0.2 402억
ND이엔플러스 4.5 777( -0.38)
3,905 / 628		 4.3
402.57 		-13.28
-19.18		 -11.2 -30.56
23.73		 -25.29 223 160 136 108 -93 0 -46 0 -81 0 -57 0 566억
ND이엠코리아 29.9 2,260( -0.88)
3,920 / 1,551		 -0.44
73.45 		9.44
-31.37		 7.36 -2.38
45.71		 15.6 268 278 246 275 406 51.5% 47.6% -5 0 3 1.1 7 2.8 -11 0 22 5.4 흑전 흑전 1,024억
ND인텔리안테크  22.8 41,700( 1.46)
69,500 / 33,500		 5.57
66.67 		19.83
-19.66		 2.46 7.34
24.48		 -5.01 862 466 717 623 773 -10.3% 24.1% 37 4.3 -93 0 9 1.3 -57 0 -41 0 적전 적자 4,475억
ND인화정공 70.9 30,700( 0.33)
38,900 / 10,740		 -6.69
26.71 		-9.17
-65.02		 -13.15 -5.68
185.85		 37.05 53 217 254 205 248 367.9% 21% -1 0 11 5.1 45 17.7 11 5.4 32 12.9 흑전 190.9% 2,952억
ND일승 75.6 4,900( 2.94)
5,620 / 2,670		 -1.21
14.69 		14.35
-45.51		 7.22 -3.16
83.52		 20.1 149 99 114 125 179 20.1% 43.2% 38 25.5 0 0 10 8.8 25 20 34 19 -10.5% 36% 1,505억
ND제노코  57 19,100( 0.84)
25,000 / 11,290		 0.69
30.89 		6.94
-40.89		 4.6 27.5
69.18		 -8.61 196 130 115 183 139 -29.1% -24% 1 0.5 -10 0 -3 0 -11 0 4 2.9 300% 흑전 1,432억
ND진성티이씨 77 9,980( -1.09)
10,750 / 7,400		 -4.95
7.72 		-0.2
-25.85		 -2.35 2.57
34.86		 5.61 1059 1069 1003 936 895 -15.5% -4.4% 59 5.6 56 5.2 61 6.1 40 4.3 50 5.6 -15.3% 25% 2,243억
ND컨텍  25.3 11,100( 1.09)
21,450 / 7,600		 -3.14
93.24 		0.91
-31.53		 -5.69 3.64
46.05		 -10.12 134 91 50 166 380 183.6% 128.9% -82 0 -31 0 -40 0 -1 0 -41 0 적자 적자 1,658억
ND케이에스피 43.9 4,220( -0.82)
5,650 / 3,100		 -1.4
33.89 		-4.52
-26.54		 -6.53 -11.16
36.13		 3.18 232 213 205 190 41 17.7 39 18.3 41 20 32 16.8 1,696억
ND케이엔솔 19.1 13,300( 1.22)
24,450 / 10,670		 1.37
83.83 		1.06
-19.77		 -2.85 -7.77
24.65		 -3.27 1438 1168 1539 1631 1452 1% -11% 77 5.4 56 4.8 82 5.3 101 6.2 24 1.7 -68.8% -76.2% 1,728억
ND케이프 56.4 6,310( -0.47)
7,900 / 4,250		 -6.38
25.2 		-5.68
-32.65		 -3.96 -11.87
48.47		 23.73 1489 1346 1248 1257 1312 -11.9% 4.4% 85 5.7 100 7.4 108 8.7 100 8 77 5.9 -9.4% -23% 1,949억
ND케이피에프 32.9 4,245( 1.92)
6,100 / 3,335		 -1.51
43.7 		3.16
-21.44		 -3.3 2.04
27.29		 20.94 2044 2024 2094 1859 98 4.8 120 5.9 127 6.1 78 4.2 877억
ND켄코아에어로스페이스 59.6 13,840( -0.43)
17,890 / 7,860		 1.47
29.26 		4.85
-43.21		 -15.04 25.36
76.08		 24.01 232 204 231 233 192 -17.2% -17.6% -13 0 -12 0 -2 0 2 0.9 -23 0 적자 적전 1,787억
ND코츠테크놀로지 33.1 18,850(0)
30,650 / 13,000		 -2.03
62.6 		7.47
-31.03		 -1.87 28.32
45		 0.32 174 91 129 210 220 26.4% 4.8% 29 16.7 10 11 12 9.3 35 16.7 36 16.4 24.1% 2.9% 971억
ND태광  81.7 24,100( 2.34)
27,000 / 11,130		 0
12.03 		1.26
-53.82		 16.14 13.15
116.53		 75.02 713 734 655 618 661 -7.3% 7% 75 10.5 129 17.6 98 15 76 12.3 96 14.5 28% 26.3% 6,386억
ND태웅  45.4 15,850( 3.59)
23,850 / 9,190		 12.17
50.47 		14.52
-42.02		 21.92 23.06
72.47		 59.46 1050 901 1007 876 1079 2.8% 23.2% 107 10.2 64 7.1 64 6.4 39 4.5 60 5.6 -43.9% 53.8% 3,171억
ND태웅로직스 24.7 3,030( 0.5)
4,355 / 2,595		 -1.78
43.73 		3.24
-14.36		 6.69 1.85
16.76		 1.68 2022 2023 2338 3100 3157 56.1% 1.8% 124 6.1 44 2.2 71 3 199 6.4 90 2.9 -27.4% -54.8% 1,164억
ND팬오션  21.2 3,610( -2.7)
5,060 / 3,220		 -8.95
40.17 		-4.5
-10.8		 4.18 3.29
12.11		 -1.1 10282 9755 12334 12768 16755 63% 31.2% 687 6.7 981 10.1 1352 11 1281 10 1096 6.5 59.5% -14.4% 19,297억
ND하이록코리아  75.1 29,950( 2.92)
32,450 / 22,400		 3.81
8.35 		4.72
-25.21		 7.35 11.34
33.71		 24.53 469 497 461 453 494 5.3% 9.1% 112 23.9 153 30.8 147 31.9 137 30.2 64 13 -42.9% -53.3% 3,850억
ND하이즈항공 15.3 1,440( 2.06)
2,550 / 1,240		 3.23
77.08 		0.14
-13.89		 -0.89 -4.89
16.13		 -15.24 221 225 191 200 -52 0 -1 0 -5 0 -9 0 269억
52   6    37    [  : 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
ND한국공항 14.3 51,500( 0.98)
79,000 / 46,900		 0.39
53.4 		1.18
-8.93		 0.78 -7.04
9.81		 -2.83 1528 1499 1500 1573 62 4.1 150 10 143 9.5 162 10.3 1,630억
ND한국카본 86.3 15,630( 0.19)
16,620 / 9,400		 -0.76
6.33 		1.69
-39.86		 16.9 24.84
66.28		 50.72 2019 1827 1942 1706 1942 -3.8% 13.8% 2 0.1 26 1.4 177 9.1 76 4.5 173 8.9 8550% 127.6% 8,113억
ND한국항공우주  94.5 85,700( 1.66)
87,900 / 48,000		 2.27
2.57 		35.82
-43.99		 56.39 62.93
78.54		 31.04 15100 7399 8918 9072 10948 -27.5% 20.7% 1543 10.2 480 6.5 743 8.3 763 8.4 421 3.8 -72.7% -44.8% 83,536억
ND한라IMS 81.2 9,130( 1.78)
9,920 / 5,720		 2.01
8.65 		8.05
-37.35		 2.58 6.41
59.62		 27.87 192 231 255 232 322 67.7% 38.8% 15 7.8 39 16.9 39 15.3 31 13.4 48 14.9 220% 54.8% 1,562억
ND한신기계 14.8 3,095( 0.98)
6,170 / 2,560		 -1.75
99.35 		-0.96
-17.29		 -7.06 2.15
20.9		 -15.32 178 118 102 153 268 50.6% 75.2% -71 0 9 7.6 -12 0 12 7.8 92 34.3 흑전 666.7% 1,004억
ND한화시스템  76.5 35,050(0)
40,850 / 16,170		 -11.6
16.55 		14.73
-53.87		 2.34 41.05
116.76		 24.07 7820 5444 6873 6392 9327 19.3% 45.9% 212 2.7 393 7.2 798 11.6 570 8.9 432 4.6 103.8% -24.2% 66,216억
ND한화에어로스페이스  93.7 705,000( -0.28)
740,000 / 185,378		 0.43
4.96 		18.69
-73.71		 32.27 78.93
280.3		 79.62 36526 18483 27860 26312 48311 32.3% 83.6% 2650 7.3 374 2 3588 12.9 4772 18.1 8925 18.5 236.8% 87% 356,941억
ND한화엔진  74 23,350( -1.48)
28,750 / 7,990		 -9.14
23.13 		3.09
-65.78		 -4.11 -4.69
192.24		 49.87 2784 2934 2865 2961 3262 17.2% 10.2% 0 0 194 6.6 186 6.5 153 5.2 182 5.6 - 19% 19,484억
ND한화오션  80.1 74,300( 1.09)
87,200 / 22,250		 -6.89
17.36 		0
-70.05		 -4.62 44.27
233.93		 95.01 22309 22836 25361 27031 32532 45.8% 20.4% -488 0 529 2.3 -96 0 256 0.9 1690 5.2 흑전 560.2% 227,665억
ND현대로템  95.7 101,600( -2.31)
104,800 / 29,900		 10.08
3.15 		29.92
-70.57		 22.56 80.78
239.8		 59 9891 7478 10945 10935 14408 45.7% 31.8% 698 7.1 447 6 1128 10.3 1374 12.6 1617 11.2 131.7% 17.7% 110,888억
ND현대에버다임 52.2 9,210(0)
12,060 / 6,100		 -0.43
30.94 		0.11
-33.77		 -18.42 -2.75
50.98		 -7.99 872 701 709 611 1530 75.5% 150.4% 7 0.8 -17 0 4 0.6 -11 0 123 8 1657.1% 흑전 1,650억
ND현대엘리베이터 78.2 55,500( 0.36)
60,500 / 37,550		 2.02
9.01 		0.91
-32.34		 -1.25 10.34
47.8		 8.61 7031 6612 7395 6976 7925 12.7% 13.6% 39 0.6 398 6 499 6.7 698 10 713 9 1728.2% 2.1% 21,696억
ND현대힘스 51.8 16,200( -0.67)
22,350 / 9,580		 -5.21
37.96 		-3.34
-40.86		 -18.92 -14.29
69.1		 10.96 548 551 576 541 563 2.7% 4.1% 34 6.2 59 10.7 69 12 41 7.6 46 8.2 35.3% 12.2% 5,733억
ND혜인 43.7 5,210(0)
6,500 / 4,210		 -2.62
24.76 		0
-19.19		 -3.87 -2.07
23.75		 2.36 880 440 552 463 24 2.7 43 9.8 9 1.6 7 1.5 662억
ND화성밸브 57.6 11,000( 4.07)
15,420 / 5,000		 -4.51
40.18 		32.53
-54.55		 35.8 26
120		 7.95 244 221 246 189 24 9.8 22 10 24 9.8 6 3.2 1,145억
ND화천기공 18.3 28,300( -0.18)
41,650 / 25,300		 -1.22
47.17 		-2.41
-10.6		 -1.57 4.81
11.86		 8.02 575 471 577 602 -3 0 13 2.8 -1 0 -18 0 622억
ND효성 54.8 47,800( 1.59)
55,100 / 38,950		 0.21
15.27 		1.49
-18.51		 2.47 3.02
22.72		 -5.35 9248 8368 5643 5777 7101 -23.2% 22.9% 195 2.1 255 3 382 6.8 474 8.2 1295 18.2 564.1% 173.2% 8,001억
ND휴니드 48.8 8,560( -2.73)
11,160 / 6,080		 -1.95
30.37 		10.45
-28.97		 3.88 4.14
40.79		 -7.76 878 295 656 745 611 -30.4% -18% 171 19.5 -14 0 55 8.4 50 6.7 0 0 - - 1,208억
ND흥국 62 5,410( 0.19)
6,030 / 4,400		 1.12
11.46 		4.24
-18.67		 5.05 2.85
22.95		 15.85 344 353 342 299 22 6.4 32 9.1 30 8.8 17 5.7 666억
ND흥아해운 9.7 1,705( 0.29)
4,050 / 1,454		 -5.07
137.54 		-0.76
-14.72		 -0.99 -10.07
17.26		 -6.32 401 435 481 488 475 18.5% -2.7% 35 8.7 56 12.9 85 17.7 92 18.9 38 8 8.6% -58.7% 4,099억
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