commitment
The target price for EcoPro BM is lowered to 112,000 KRW, reflecting reduced cathode shipment forecasts (60,000 tons in 2026, 68,000 tons in 2027, 99,000 tons in 2028).
A commitment by 하나증권. Statements are as reported by the cited publishers — not verified by DecisionGateway.
이를 반영해 목표주가를 112,000원으로 하향 조정한다.
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유럽 내 한국 배터리 출하 부진을 반영해 에코프로비엠의 연간 양극재 출하 전망치를 2026년 6만톤, 2027년 6.8만톤, 2028년 9.9만톤으로 하향 조정하고 목표주가를 112,000원으로 하향한다.하나증권 · commitmentEcoPro BM's Q3 2026 revenue was 557.9 billion KRW (YoY -11%, QoQ -3%) and operating profit was 12.0 billion KRW (YoY -76%, QoQ -33%), remaining in profit.하나증권 · statementEcoPro BM's ternary cathode shipments fell 34% QoQ as Samsung SDI's European EV battery plant shipments remained weak.하나증권 · statement2028년에는 삼성SDI의 유럽 신규 프로젝트 진입 및 산업 가속화 법안 적용으로 에코프로비엠의 유럽 공장 출하량이 빠르게 증가할 가능성이 높다.하나증권 · prediction실적 추정치와 적정 밸류에이션(12MF PER 8배->7배)을 하향 조정해 목표주가를 43만원에서 36.5만원으로 하향했다.하나증권 · commitment에코프로비엠의 3분기 실적은 매출 5,579억원, 영업이익 120억원으로 흑자를 지속했다.하나증권 · statement
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