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)
75   6    34    [  : 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
NDAK홀딩스 15.7 10,800( 2.96)
18,030 / 9,450		 3.05
66.94 		2.66
-12.5		 8.98 7.36
14.29		 -2.17 11560 11933 11324 11247 511 4.4 964 8.1 229 2 568 5.1 1,430억
NDE1 16.4 61,100( 1.83)
84,600 / 56,500		 0.16
38.46 		-1.93
-7.53		 -4.98 -10.54
8.14		 -14.31 21037 24571 29697 27847 29808 41.7% 7% -618 0 1169 4.8 921 3.1 74 0.3 10 흑전 -86.5% 4,191억
NDGS  5.7 36,900( 0.41)
57,500 / 35,650		 -0.94
55.83 		2.36
-3.39		 -7.52 -6.11
3.51		 -10.98 64919 62890 62037 63975 63432 -2.3% -0.8% 7422 11.4 10163 16.2 7981 12.9 6277 9.8 5501 8.7 -25.9% -12.4% 34,285억
NDGS글로벌 13.6 2,615( 0.97)
4,455 / 2,325		 -4.39
70.36 		1.55
-11.09		 0.97 -7.1
12.47		 -15.37 9858 9622 9574 10554 132 1.3 171 1.8 212 2.2 246 2.3 2,158억
NDHD현대에너지솔루션 32 25,900( 2.57)
41,450 / 18,590		 -1.15
60.04 		-9.6
-28.22		 4.23 -3.9
39.32		 34.34 1133 976 1128 1006 1114 -1.7% 10.7% -49 0 -142 0 79 7 34 3.4 64 5.7 흑전 88.2% 2,900억
NDHD현대일렉트릭  68.4 338,500( 2.42)
450,000 / 97,500		 -1.02
32.94 		3.99
-71.2		 -12.31 -18.92
247.18		 -6.23 7973 8010 9169 7887 1247 15.6 1288 16.1 2100 22.9 1638 20.8 122,019억
NDHRS 40.2 4,950( -0.1)
6,110 / 4,170		 -0.6
23.43 		1.12
-15.76		 1.23 3.45
18.71		 1.33 193 204 216 188 35 18.1 41 20.1 42 19.4 33 17.6 809억
NDKCI 41.6 6,370( -0.31)
8,000 / 5,210		 0.47
25.59 		1.27
-18.21		 1.92 -3.48
22.26		 -1.09 244 281 312 255 28 11.5 33 11.7 60 19.2 31 12.2 717억
NDKPX케미칼 26.5 43,950( 0.23)
50,200 / 41,700		 -1.68
14.22 		-0.34
-5.12		 1.74 1.97
5.4		 -2.22 2290 2209 2318 2234 2370 3.5% 6.1% 166 7.2 149 6.7 117 5 116 5.2 70 3 -57.8% -39.7% 2,127억
NDKPX홀딩스 48.7 55,500( 0.54)
61,600 / 49,700		 -0.36
10.99 		-0.36
-10.45		 3.16 6.12
11.67		 3.74 3048 2210 3161 2902 149 4.9 149 6.7 162 5.1 119 4.1 2,344억
NDLG화학  6.3 231,000( -4.74)
520,000 / 211,500		 -6.48
125.11 		-1.49
-8.44		 1.54 -5.33
9.22		 -20.21 131348 116094 122997 126704 123366 -6.1% -2.6% 2474 1.9 2646 2.3 4059 3.3 4984 3.9 -2520 0 적전 적전 16조
NDLS  45 130,100( 7.43)
194,800 / 77,200		 27.67
49.73 		16.06
-40.66		 8.87 17.1
68.52		 52.7 58590 59450 74142 70855 71005 21.2% 0.2% 1536 2.6 2436 4.1 3743 5 1571 2.2 2989 4.2 94.6% 90.3% 41,892억
NDLS ELECTRIC  59.7 206,500( 0.73)
303,500 / 63,100		 -3.5
46.97 		-13.96
-69.44		 -14.49 6.77
227.26		 54.91 10302 10386 11324 10212 680 6.6 937 9 1096 9.7 665 6.5 61,950억
NDLS에코에너지  57.4 36,600( 5.32)
50,800 / 17,470		 3.39
38.8 		-0.14
-52.27		 -8.5 -6.39
109.5		 61.59 1998 1799 2326 2234 2331 16.7% 4.3% 72 3.6 97 5.4 147 6.3 126 5.6 78 3.3 8.3% -38.1% 11,208억
NDOCI 6.6 58,400( -0.17)
110,800 / 54,700		 -2.83
89.73 		-2.67
-6.34		 -4.89 -17.51
6.76		 0.52 4964 5403 5664 5887 5198 4.7% -11.7% 204 4.1 388 7.2 335 5.9 177 3 204 3.9 0% 15.3% 5,228억
NDOCI홀딩스  39.7 79,300( 0.25)
116,400 / 54,900		 -4.8
46.78 		-0.38
-30.77		 3.66 -5.6
44.44		 34.63 6454 8650 9499 9088 8539 32.3% -6% 651 10.1 995 11.5 896 9.4 205 2.3 -1078 0 적전 적전 15,514억
NDS-Oil  18 59,000( -1.99)
84,500 / 53,400		 -5.14
43.22 		3.69
-9.49		 -0.84 -7.67
10.49		 4.42 98298 93085 95708 88406 -564 0 4541 4.9 1606 1.7 -4149 0 66,423억
NDSDN 6.7 1,073( 0.19)
2,350 / 981		 -1.01
119.01 		-5.88
-8.57		 -9.45 -13.47
9.38		 2.29 297 160 208 211 -75 0 -17 0 -35 0 -4 0 602억
NDSGC에너지  16.8 23,050( 0.66)
30,250 / 21,600		 0
31.24 		0
-6.29		 1.77 -5.34
6.71		 -9.43 6753 5592 6068 5414 6480 -4% 19.7% 132 2 514 9.2 680 11.2 442 8.2 261 4 97.7% -41% 3,321억
NDSK가스  96.9 259,500( 3.59)
263,000 / 148,300		 8.58
1.35 		10.43
-42.85		 15.33 18.49
74.98		 29.43 16282 17259 16514 17338 19848 21.9% 14.5% -287 0 746 4.3 469 2.8 430 2.5 1226 6.2 흑전 185.1% 23,952억
NDSK디스커버리 48.4 39,900( 5)
47,750 / 32,550		 4.31
19.67 		14
-18.42		 10.37 9.62
22.58		 11.3 21202 21585 21194 21895 25695 21.2% 17.4% -506 0 394 1.8 395 1.9 210 1 743 2.9 흑전 253.8% 7,495억
NDSK이터닉스 34.3 14,880( 4.49)
27,585 / 8,234		 3.33
85.38 		0.07
-44.66		 2.41 14.9
80.71		 4.71 0 48 139 1602 1541 - -3.8% 0 0 4 8.3 -23 0 144 9 251 16.3 - 74.3% 4,178억
NDSK케미칼  9.1 42,100( 0.6)
71,900 / 39,100		 -2.77
70.78 		0.72
-7.13		 -1.29 -0.71
7.67		 2.68 4315 3810 4139 4263 5142 19.2% 20.6% 51 1.2 -127 0 89 2.2 -125 0 -284 0 적전 적자 7,263억
NDTKG휴켐스  1.7 15,970( -0.68)
20,600 / 15,890		 -1.48
28.99 		-1.18
-0.5		 -1.11 -4.71
0.5		 -13.95 2211 3008 2807 2948 3119 41.1% 5.8% -15 0 315 10.5 215 7.7 196 6.6 82 2.6 흑전 -58.2% 6,528억
ND가온전선 62.9 53,900( 8.12)
74,500 / 19,000		 4.26
38.22 		8.23
-64.75		 -4.77 -16.43
183.68		 59.47 3726 4021 4099 4026 55 1.5 127 3.2 104 2.5 128 3.2 3,965억
75   6    34    [  : 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
ND강원에너지 0.7 7,870( -0.25)
22,800 / 7,760		 -3.44
189.71 		-10.67
-1.4		 -13.61 -21.77
1.42		 -25.05 630 821 545 419 458 -27.3% 9.3% 38 6 20 2.4 23 4.2 8 1.9 22 4.8 -42.1% 175% 2,055억
ND경농 22.6 9,110( 0.66)
10,860 / 8,600		 0.22
19.21 		0.77
-5.6		 -0.44 0.66
5.93		 1.33 420 1367 1081 428 -114 0 366 26.8 93 8.6 -16 0 1,778억
ND경동도시가스 1.7 17,540( 0.34)
24,600 / 17,420		 -0.11
40.25 		0.23
-0.68		 -0.11 -0.17
0.69		 -4.62 5076 6241 3747 3025 52 1 166 2.7 36 1 15 0.5 1,034억
ND경인양행 26.7 2,885( 1.23)
3,885 / 2,520		 -0.52
34.66 		0.17
-12.65		 -1.2 0.87
14.48		 4.34 805 599 997 926 917 13.9% -1% 26 3.2 51 8.5 75 7.5 52 5.6 62 6.8 138.5% 19.2% 1,200억
ND국도화학 26.1 30,400( 0.16)
41,700 / 26,400		 -6.61
37.17 		-7.46
-13.16		 -6.32 2.18
15.15		 0.5 3057 2961 3430 3401 -19 0 17 0.6 99 2.9 71 2.1 2,739억
ND그린케미칼 43 6,480( 0.93)
9,490 / 4,210		 0.15
46.45 		-4.28
-35.03		 -6.09 -12.67
53.92		 33.06 716 814 854 824 809 13% -1.8% 23 3.2 19 2.3 39 4.6 17 2.1 28 3.5 21.7% 64.7% 1,555억
ND극동유화 4.6 3,335( 0.3)
5,100 / 3,250		 -1.19
52.92 		-2.34
-2.55		 -3.05 -4.44
2.62		 -8.13 3037 2703 2802 2578 2544 -16.2% -1.3% 56 1.8 62 2.3 76 2.7 51 2 36 1.4 -35.7% -29.4% 1,162억
ND금양그린파워 7.3 8,700( -0.23)
18,300 / 7,940		 -1.92
110.34 		-8.42
-8.74		 -8.42 -12.12
9.57		 -0.8 777 728 687 467 547 -29.6% 17.1% 37 4.8 -73 0 9 1.3 -88 0 -16 0 적전 적자 1,054억
ND금호석유  32.9 113,500( 2.25)
167,000 / 87,300		 -4.06
47.14 		3.46
-23.08		 -0.61 20.23
30.01		 5.68 15161 16675 18525 18279 18071 19.2% -1.1% 366 2.4 786 4.7 1191 6.4 651 3.6 99 0.5 -73% -84.8% 31,408억
ND금화피에스시 23 25,350( 1)
33,200 / 23,000		 0
30.97 		1
-9.27		 2.22 1.2
10.22		 1.4 919 668 1093 656 984 7.1% 50% 159 17.3 54 8.1 254 23.2 28 4.3 24 2.4 -84.9% -14.3% 1,521억
ND대명에너지 21.8 12,260( 1.57)
21,400 / 9,710		 -1.13
74.55 		-8.16
-20.8		 3.03 -1.76
26.26		 18.34 120 148 149 174 206 71.7% 18.4% 39 32.5 36 24.3 10 6.7 8 4.6 41 19.9 5.1% 412.5% 2,090억
ND대성산업 6.4 3,080( 1.15)
4,775 / 2,965		 -7.92
55.03 		-6.67
-3.73		 -2.99 -4.64
3.88		 -9.28 4114 3962 3452 3583 3769 -8.4% 5.2% 122 3 132 3.3 7 0.2 64 1.8 13 0.3 -89.3% -79.7% 1,393억
ND대성에너지 2.8 7,860( -0.25)
14,100 / 7,680		 -1.5
79.39 		-0.13
-2.29		 -1.5 -8.6
2.34		 -14 3094 3935 1566 1372 136 4.4 231 5.9 -67 0 -66 0 2,161억
ND대원전선 45.7 3,095( 3.34)
5,450 / 1,115		 2.82
76.09 		-0.8
-63.97		 -7.34 -20.95
177.58		 13.37 1293 1305 1517 1331 1373 6.2% 3.2% 46 3.6 30 2.3 40 2.6 52 3.9 20 1.5 -56.5% -61.5% 2,320억
ND대정화금 13.3 12,870( -0.08)
21,500 / 11,550		 0.63
67.06 		-1.23
-10.26		 -0.54 -0.62
11.43		 0.86 232 225 233 220 19 8.2 21 9.3 19 8.2 23 10.5 925억
ND대한유화 32.9 98,900( 0.71)
161,000 / 68,400		 -1.88
62.79 		11.37
-30.84		 -2.94 15.94
44.59		 11.75 6636 7416 6828 7121 6636 0% -6.8% -157 0 -63 0 -286 0 -93 0 -156 0 적자 적자 6,428억
ND대한전선 36.4 13,010( 7.34)
20,950 / 8,456		 7.08
61.03 		8.24
-35		 0.7 -8.7
53.86		 15.54 7556 7885 8643 8044 8247 9.1% 2.5% 207 2.7 288 3.7 374 4.3 272 3.4 212 2.6 2.4% -22.1% 24,256억
ND대한화섬 56.4 112,200( 0.18)
125,800 / 94,600		 0.72
12.12 		6.25
-15.69		 6.25 5.95
18.6		 -3.69 307 340 330 276 290 -5.5% 5.1% -24 0 5 1.5 12 3.6 -16 0 -18 0 적자 적자 1,490억
ND동남합성 66.7 34,300( 0.59)
37,400 / 28,100		 0.29
9.04 		1.18
-18.08		 1.78 0.59
22.06		 10.47 464 464 450 464 483 4.1% 4.1% 23 5 31 6.7 17 3.8 21 4.5 18 3.7 -21.7% -14.3% 1,200억
ND동성케미컬 15.3 3,845(0)
5,629 / 3,523		 0.52
46.4 		-1.28
-8.37		 1.32 2.53
9.14		 -2.78 2756 2532 2523 2545 3061 11.1% 20.3% 172 6.2 200 7.9 226 9 207 8.1 276 9 60.5% 33.3% 1,910억
ND두산에너빌리티  76.6 26,750( 3.48)
30,550 / 14,320		 1.9
14.21 		5.31
-46.47		 -3.08 28.61
86.8		 24.13 48544 40979 41505 33956 2967 6.1 3581 8.7 3098 7.5 1148 3.4 171,350억
ND두산퓨얼셀  13.7 15,910( 0.63)
27,300 / 14,100		 -0.5
71.59 		-3.81
-11.38		 -0.38 -6.9
12.84		 0.51 1161 317 865 320 2615 125.2% 717.2% -28 0 16 5 22 2.5 -30 0 -25 0 적자 적자 10,420억
ND롯데정밀화학  28.9 40,400( -0.12)
56,400 / 33,900		 -5.16
39.6 		-0.25
-16.09		 -2.65 3.19
19.17		 9.49 4113 3994 4221 4204 4286 4.2% 2% 85 2.1 108 2.7 171 4.1 103 2.5 121 2.8 42.4% 17.5% 10,423억
ND롯데케미칼  24.1 74,100( -1.72)
139,300 / 53,400		 -3.52
87.99 		18.75
-27.94		 25.59 27.98
38.76		 12.44 51959 50861 52480 52002 48960 -5.8% -5.8% -2726 0 -1353 0 -1112 0 -4136 0 -2346 0 적자 적자 31,696억
ND미원상사 35.4 181,700( 1.23)
216,000 / 162,900		 1.11
18.88 		-0.16
-10.35		 1.51 3.83
11.54		 -4.77 1063 1039 1110 1061 154 14.5 159 15.3 200 18 143 13.5 8,630억
75   6    34    [  : 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
ND미원에스씨 51.9 147,400( -0.07)
165,200 / 128,200		 1.73
12.08 		1.94
-13.03		 3.58 7.28
14.98		 9.84 1014 1244 1298 1285 1263 24.6% -1.7% 62 6.1 125 10 167 12.9 162 12.6 131 10.4 111.3% -19.1% 7,370억
ND미원화학 55.5 78,100(0)
86,200 / 68,000		 0
10.37 		1.43
-12.93		 1.96 -1.51
14.85		 0.26 605 625 649 643 643 6.3% 0% 53 8.8 82 13.1 89 13.7 70 10.9 42 6.5 -20.8% -40% 1,717억
ND미창석유 84.9 99,200( -2.75)
104,500 / 69,500		 9.01
5.34 		10.96
-29.94		 9.73 13.5
42.73		 9.61 1017 1031 1173 1008 106 10.4 129 12.5 118 10.1 93 9.2 1,725억
ND백광산업 2.9 6,900( 2.22)
18,440 / 6,550		 0.73
167.25 		-5.61
-5.07		 -0.14 -11.2
5.34		 -11.65 549 597 591 629 635 15.7% 1% 1 0.2 30 5 12 2 29 4.6 28 4.4 2700% -3.4% 3,099억
ND범한퓨얼셀  19.2 14,800( 2.14)
29,500 / 11,300		 -2.31
99.32 		-2.89
-23.65		 0.2 3.71
30.97		 13.32 74 67 91 110 91 23% -17.3% -20 0 -6 0 16 17.6 13 11.8 -5 0 적자 적전 1,296억
ND보성파워텍 23.1 2,825( 2.73)
4,655 / 2,275		 1.44
64.78 		0.36
-19.47		 -5.2 -3.09
24.18		 -6.3 278 169 130 126 343 23.4% 172.2% 16 5.8 8 4.7 8 6.2 -4 0 35 10.2 118.8% 흑전 1,387억
ND비에이치아이  81.1 20,750( 7.12)
23,950 / 7,000		 4.64
15.42 		4.27
-66.27		 -9.78 15.28
196.43		 28.64 810 730 863 982 1471 81.6% 49.8% 112 13.8 35 4.8 59 6.8 48 4.9 76 5.2 -32.1% 58.3% 6,420억
ND산일전기  65.6 64,400( -0.77)
83,500 / 28,050		 5.06
29.66 		-0.46
-56.44		 -7.6 -18.69
129.59		 0.78 0 0 706 797 1084 - 36% 0 0 0 0 233 33 278 34.9 340 31.4 - 22.3% 19,606억
ND삼영 48.5 4,290( 7.52)
5,660 / 3,000		 2.63
31.93 		-3.16
-30.07		 -6.43 9.44
43		 13.94 226 297 330 311 319 41.2% 2.6% 33 14.6 16 5.4 32 9.7 22 7.1 21 6.6 -36.4% -4.5% 1,458억
ND삼영무역 50.2 13,520( 0.3)
14,950 / 12,080		 0.3
10.58 		0.82
-10.65		 6.71 7.81
11.92		 6.04 1242 1178 1276 1140 42 3.4 50 4.2 62 4.9 36 3.2 2,496억
ND삼천리 23.3 89,800( -0.55)
109,200 / 83,900		 -1.54
21.6 		-1.32
-6.57		 -0.22 -0.66
7.03		 1.93 15290 17556 9908 9568 14172 -7.3% 48.1% 75 0.5 880 5 171 1.7 309 3.2 -216 0 적전 적전 3,641억
ND상아프론테크  8.1 15,730( -1.26)
29,350 / 14,530		 -0.44
86.59 		-0.13
-7.63		 3.35 -13.09
8.26		 -14.51 416 437 449 424 405 -2.6% -4.5% 8 1.9 20 4.6 23 5.1 13 3.1 4 1 -50% -69.2% 2,515억
ND서울가스 7.5 49,200(0)
63,400 / 48,050		 -0.61
28.86 		-0.1
-2.34		 2.18 0.2
2.39		 -2.96 5562 7231 2496 1956 -28 0 214 3 -45 0 -190 0 2,460억
ND송원산업 31.2 12,000( 1.01)
16,570 / 9,930		 -1.32
38.08 		1.44
-17.25		 -2.28 0.08
20.85		 14.83 2457 2558 2735 2858 2558 4.1% -10.5% 35 1.4 121 4.7 164 6 222 7.8 121 4.7 245.7% -45.5% 2,880억
ND수산인더스트리 22.9 20,900( 1.7)
31,600 / 17,730		 1.95
51.2 		2.2
-15.17		 -0.24 4.5
17.88		 -3.02 835 721 999 664 129 15.4 93 12.9 200 20 22 3.3 2,985억
ND씨에스베어링  23.1 5,160( 0.19)
10,350 / 3,600		 -2.82
100.58 		-11.03
-30.23		 -15.96 -5.84
43.33		 26.16 82 156 247 285 365 345.1% 28.1% -15 0 -21 0 8 3.2 16 5.6 18 4.9 흑전 12.5% 1,407억
ND씨에스윈드  3.1 36,500( -1.75)
73,500 / 35,300		 -1.35
101.37 		-10.54
-3.29		 -12.78 -11.62
3.4		 -9.54 3736 7367 8578 8055 6709 79.6% -16.7% -31 0 -95 0 1303 15.2 1096 13.6 463 6.9 흑전 -57.8% 15,392억
ND아셈스 56 8,050( -0.12)
9,920 / 5,670		 -0.98
23.23 		0.63
-29.57		 9.97 9.67
41.98		 8.49 128 129 135 148 157 22.7% 6.1% 18 14.1 20 15.5 19 14.1 25 16.9 29 18.5 61.1% 16% 887억
ND애경케미칼 8.4 7,240( 0.28)
16,340 / 6,410		 -3.47
125.69 		-0.55
-11.46		 3.58 -0.96
12.95		 -19.11 4219 4066 4501 4263 3590 -14.9% -15.8% 82 1.9 9 0.2 107 2.4 60 1.4 -22 0 적전 적전 3,522억
ND에너토크 25.8 5,780( -0.17)
10,800 / 4,030		 0.52
86.85 		4.14
-30.28		 -0.86 6.06
43.42		 -6.77 75 62 54 52 -3 0 -1 0 -2 0 -3 0 563억
ND에스에너지 23.2 1,399( -0.36)
2,500 / 1,066		 1.82
78.7 		-0.99
-23.8		 10.33 -7.84
31.24		 11.3 396 310 359 319 -27 0 -9 0 -4 0 -20 0 272억
ND에스퓨얼셀 6.3 8,500( -0.58)
21,100 / 7,660		 0.12
148.24 		-1.39
-9.88		 0.71 -9.86
10.97		 -5.76 51 106 99 55 -23 0 11 10.4 -2 0 -10 0 593억
ND에코프로에이치엔 0.7 28,200( 1.26)
92,753 / 27,750		 -1.4
228.91 		-1.74
-1.6		 -4.57 -13.5
1.62		 -27.13 475 515 468 561 801 68.6% 42.8% 70 14.7 73 14.2 36 7.7 57 10.2 76 9.5 8.6% 33.3% 4,315억
ND오르비텍 37.3 2,475( 2.7)
3,625 / 1,791		 -1.59
46.46 		-4.62
-27.64		 3.77 4.87
38.19		 6.68 208 170 159 177 -1 0 7 4.1 -5 0 15 8.5 679억
ND와이엔텍 22.9 6,270( 0.16)
8,630 / 5,570		 -0.95
37.64 		-0.63
-11.16		 0.48 0.48
12.57		 0.16 322 275 305 270 287 -10.9% 6.3% 85 26.4 63 22.9 99 32.5 69 25.6 71 24.7 -16.5% 2.9% 1,141억
75   6    34    [  : 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
ND우리기술 36.7 2,010( 1.06)
3,300 / 1,261		 0.25
64.18 		-0.74
-37.26		 -3.6 2.71
59.4		 -13.55 178 154 128 170 257 44.4% 51.2% 22 12.4 -3 0 -12 0 -16 0 36 14 63.6% 흑전 3,193억
ND우진 38.6 7,780( 1.97)
11,200 / 5,630		 -0.38
43.96 		2.77
-27.63		 3.6 11.14
38.19		 -4.42 362 357 394 247 406 12.2% 64.4% 3 0.8 54 15.1 82 20.8 -2 0 26 6.4 766.7% 흑전 1,581억
ND우진엔텍 14.4 18,650( 3.1)
51,300 / 13,150		 -0.05
175.07 		-0.05
-29.49		 -11.61 -8.35
41.83		 -12.85 103 103 126 97 0 0 12 11.7 19 15.1 9 9.3 1,729억
ND유니드  33.1 78,500( 1.55)
118,700 / 58,600		 -5.42
51.21 		-2.61
-25.35		 14.26 11.98
33.96		 25.6 2474 2547 2916 2898 2755 11.4% -4.9% 214 8.6 275 10.8 350 12 205 7.1 124 4.5 -42.1% -39.5% 5,312억
ND유니슨 32.1 786( -0.51)
1,275 / 555		 -1.13
62.21 		-3.79
-29.39		 2.34 -12.08
41.62		 35.05 316 55 52 84 65 -79.4% -22.6% -108 0 -48 0 -31 0 -15 0 -30 0 적자 적자 1,323억
ND이수화학 8 6,340( 1.6)
15,760 / 5,520		 -0.78
148.58 		-5.37
-12.93		 -2.01 -1.25
14.86		 -4.95 3821 5065 4759 4766 4591 20.2% -3.7% -204 0 -27 0 -72 0 -173 0 -229 0 적자 적자 1,440억
ND인선이엔티 22.7 4,995( 1.11)
7,760 / 4,185		 0.1
55.36 		-2.25
-16.22		 -9.35 -10.64
19.35		 0.3 535 495 541 502 549 2.6% 9.4% 36 6.7 48 9.7 47 8.7 53 10.6 82 14.9 127.8% 54.7% 2,325억
ND일진전기 64.6 27,900( 2.95)
37,550 / 10,310		 1.64
34.59 		-0.71
-63.05		 -11.15 -7
170.61		 18.47 3565 3412 4337 3313 4707 32% 42.1% 148 4.2 182 5.3 245 5.6 146 4.4 222 4.7 50% 52.1% 13,304억
ND일진하이솔루스  0.7 14,420( -0.35)
28,400 / 14,320		 -1.44
96.95 		-1.64
-0.69		 -8.73 -12.18
0.7		 -21.29 192 95 209 218 269 40.1% 23.4% -37 0 -18 0 -13 0 -26 0 -35 0 적자 적자 5,236억
ND제룡전기 22.7 38,250( 2)
100,700 / 19,860		 2.55
163.27 		-0.52
-48.08		 -8.71 -31.94
92.6		 -14.24 657 649 775 694 507 -22.8% -26.9% 248 37.7 257 39.6 327 42.2 266 38.3 126 24.9 -49.2% -52.6% 6,143억
ND제이씨케미칼 15.8 4,150( -0.48)
7,780 / 3,470		 -3.15
87.47 		6.82
-16.39		 14.64 6.68
19.6		 -1.43 956 860 939 1048 823 -13.9% -21.5% 60 6.3 14 1.6 22 2.3 29 2.8 40 4.9 -33.3% 37.9% 924억
ND제이엔케이히터 46.3 4,085( 1.74)
5,530 / 2,840		 1.49
35.37 		2.13
-30.48		 9.81 12.23
43.84		 23.04 347 275 256 358 0 0 -27 0 -2 0 17 4.7 947억
ND제일일렉트릭 51.6 10,200( 1.59)
15,450 / 4,600		 1.39
51.47 		-3.86
-54.9		 -11.3 -22.79
121.74		 -6.59 355 429 444 443 3 0.8 23 5.4 40 9 40 9 2,266억
ND지에스이 1.2 2,920( -0.17)
5,480 / 2,890		 -3.47
87.67 		-0.34
-1.03		 -3.79 -10.98
1.04		 -15.48 528 612 277 194 473 -10.4% 143.8% 9 1.7 44 7.2 1 0.4 -8 0 12 2.5 33.3% 흑전 875억
ND지엔씨에너지  86.3 16,800( -0.36)
18,770 / 4,415		 4.8
11.73 		7.69
-73.72		 26.7 70.73
280.52		 95.8 649 403 369 739 746 14.9% 0.9% 67 10.3 24 6 29 7.9 132 17.9 129 17.3 92.5% -2.3% 2,763억
ND지오릿에너지 2.7 1,022( 2.2)
3,790 / 944		 -2.67
270.84 		-10.74
-7.63		 -15.75 -29.37
8.26		 -18.89 51 48 52 44 -13 0 -17 0 -17 0 -19 0 1,513억
ND진양홀딩스 15.7 3,030( 0.17)
3,405 / 2,960		 0.17
12.38 		-0.82
-2.31		 -1.14 -0.66
2.36		 -4.27 739 659 711 642 854 15.6% 33% -16 0 21 3.2 33 4.6 0 0 -1 0 적자 - 1,693억
ND켐트로스 28.6 4,670( 0.54)
9,040 / 2,920		 6.14
93.58 		3.89
-37.47		 -2.71 -8.79
59.93		 27.07 108 146 117 117 121 12% 3.4% 20 18.5 21 14.4 6 5.1 5 4.3 5 4.1 -75% 0% 1,240억
ND코엔텍 83 8,630( -0.35)
9,080 / 6,430		 -1.26
5.21 		-1.15
-25.49		 -2.92 -3.47
34.21		 -3.58 192 215 200 197 74 38.5 92 42.8 89 44.5 75 38.1 4,315억
ND코오롱인더  30.3 31,700( 0.32)
45,500 / 25,700		 -5.23
43.53 		-5.09
-18.93		 8.56 14.44
23.35		 12.81 13014 11611 12840 10995 12983 -0.2% 18.1% 409 3.1 306 2.6 594 4.6 329 3 358 2.8 -12.5% 8.8% 8,723억
ND크리스탈신소재 13.8 906(0)
1,692 / 780		 -1.41
86.75 		-1.41
-13.91		 -8.11 5.23
16.15		 2.6 187 204 254 57 30.5 46 22.5 50 19.7 1,183억
ND태경케미컬 36.8 11,760( 0.09)
15,490 / 9,590		 -0.68
31.72 		-0.17
-18.45		 -0.08 7.99
22.63		 5.28 169 164 179 205 33 19.5 34 20.7 37 20.7 44 21.5 1,364억
ND태광산업 49.6 750,000( -1.32)
994,000 / 510,000		 -4.58
32.53 		4.6
-32		 10.95 21.56
47.06		 11.44 4996 5544 5545 5264 4864 -2.6% -7.6% -148 0 -62 0 69 1.2 -172 0 -104 0 적자 적자 8,350억
ND티케이케미칼 21.9 1,410( 0.28)
2,195 / 1,190		 -3.69
55.67 		-2.62
-15.6		 -4.08 -15.06
18.49		 8.96 660 924 900 840 731 10.8% -13% 49 7.4 -26 0 28 3.1 -14 0 -3 0 적전 적자 1,281억
ND한국가스공사  33.5 36,750( 0.14)
64,500 / 22,750		 -4.67
75.51 		5.3
-38.1		 16.3 4.11
61.54		 -12.71 106091 128107 74898 81093 99349 -6.4% 22.5% 5296 5 9216 7.2 4657 6.2 4397 5.4 11763 11.8 122.1% 167.5% 33,925억
75   6    34    [  : 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
ND한국석유  8.4 12,760( 0.31)
28,100 / 11,350		 -3.04
120.22 		-0.31
-11.05		 1.43 -6.25
12.42		 -16.55 1723 1659 1983 1745 1887 9.5% 8.1% 30 1.7 21 1.3 61 3.1 25 1.4 32 1.7 6.7% 28% 1,619억
ND한국쉘석유 64.6 308,000( -0.48)
354,500 / 223,000		 -0.81
15.1 		-2.53
-27.6		 -1.6 -2.07
38.12		 -8.2 799 813 888 806 762 -4.6% -5.5% 72 9 123 15.1 129 14.5 119 14.8 87 11.4 20.8% -26.9% 4,004억
ND한국알콜 28 8,910( 0.68)
12,710 / 7,430		 3.73
42.65 		4.45
-16.61		 5.95 3.36
19.92		 2.41 1064 1015 1092 1053 1049 -1.4% -0.4% 58 5.5 68 6.7 77 7.1 56 5.3 72 6.9 24.1% 28.6% 1,925억
ND한국전력 57.2 22,250( -0.45)
25,450 / 17,970		 -1.98
14.38 		4.22
-19.24		 5.45 9.88
23.82		 -5.72 225329 232927 204737 261034 241315 7.1% -7.6% 19117 8.5 12993 5.6 12503 6.1 33961 13 24032 10 25.7% -29.2% 142,837억
ND한농화성 44.9 17,810( 1.6)
26,950 / 10,350		 -0.22
51.32 		-8.53
-41.89		 16.25 18.5
72.08		 18.89 545 654 685 556 577 5.9% 3.8% 3 0.6 15 2.3 42 6.1 -9 0 12 2.1 300% 흑전 2,784억
ND한전KPS  65.3 43,500( -0.34)
49,100 / 32,950		 4.19
12.87 		3.69
-24.25		 -1.25 1.16
32.02		 -3.97 4404 3428 4286 3544 4312 -2.1% 21.7% 592 13.4 522 15.2 744 17.4 420 11.9 409 9.5 -30.9% -2.6% 19,575억
ND한전기술  30.2 64,000( 0.95)
98,100 / 49,250		 -2.29
53.28 		0.63
-23.05		 -11.11 2.73
29.95		 -6.16 1971 1276 1272 1059 1926 -2.3% 81.9% 21 1.1 91 7.1 131 10.3 57 5.4 268 13.9 1176.2% 370.2% 24,460억
ND한전산업 34.1 11,080( 2.78)
19,500 / 6,730		 1.09
75.99 		0.54
-39.26		 -6.97 9.06
64.64		 -9.33 909 879 1037 829 929 2.2% 12.1% 4 0.4 76 8.6 132 12.7 13 1.6 -61 0 적전 적전 3,612억
ND한화솔루션  21.6 20,150( -0.98)
39,300 / 14,860		 -3.13
95.04 		-6.28
-26.25		 -8.41 -2.42
35.6		 14.49 38697 23929 26793 27732 46430 20% 67.4% 407 1.1 -2166 0 -1078 0 -810 0 1070 2.3 162.9% 흑전 34,636억
ND효성중공업  75.7 454,000( 5.7)
549,000 / 158,500		 7.46
20.93 		4.97
-65.09		 -6.97 -3.2
186.44		 0.78 12919 9845 11938 11452 15714 21.6% 37.2% 634 4.9 562 5.7 627 5.3 1114 9.7 1321 8.4 108.4% 18.6% 42,333억
ND효성첨단소재  7.6 183,600( 0.55)
392,500 / 166,500		 -3.22
113.78 		-1.87
-9.31		 -5.85 -1.02
10.27		 0.33 7682 8368 8405 8294 8045 4.7% -3% 208 2.7 637 7.6 658 7.8 442 5.3 460 5.7 121.2% 4.1% 8,225억
ND효성티앤씨  18.1 233,500(0)
421,500 / 192,000		 -5.27
80.51 		3.55
-17.77		 2.41 1.52
21.61		 -17.78 17669 18796 19826 19363 19776 11.9% 2.1% 289 1.6 761 4 846 4.3 676 3.5 424 2.1 46.7% -37.3% 10,105억
ND효성화학 18.6 38,900(0)
86,000 / 28,150		 0
121.08 		0
-27.63		 6.14 -2.02
38.19		 19.69 6865 7103 7545 7683 7371 7.4% -4.1% -375 0 -348 0 -507 0 -262 0 -444 0 적자 적자 1,475억
ND휴비스 13.2 2,610( -0.19)
4,550 / 2,315		 0.97
74.33 		-1.14
-11.3		 3.16 1.75
12.74		 7.19 2338 2240 2404 2363 2384 2% 0.9% -250 0 -72 0 -47 0 -67 0 -184 0 적자 적자 900억
ND흥구석유 19.4 11,140( 0.45)
23,000 / 8,290		 -2.45
106.46 		-1.42
-25.58		 -3.55 -15.61
34.38		 -30.76 321 305 299 272 289 -10% 6.3% 5 1.6 -1 0 -4 0 1 0.4 3 1 -40% 200% 1,671억
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