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The profit value of the nickel refinery scheduled to begin shipments in Q2 2027 has not yet been reflected in estimates; if it proceeds as planned, it could contribute at least 300 billion KRW in consolidated operating profit on an annual 90,000-ton basis.
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2027년 2분기부터 출하 예정인 니켈 제련소 이익 가치를 아직 추정치에 반영하지 않았다.
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2027년 2분기부터 출하 예정인 니켈 제련소는 계획대로 진행된다면 연간 9만톤 기준 최소 3,000억원 이상의 연결 영업이익 기여가 가능하다.하나증권 · predictionThere are downside risks to consensus profit estimates for 2027.XP · predictionNykaa's profit jumped 207% last quarter.Motilal Oswal - Official · statement삼미금속의 '26년 예상 실적은 매출 811억원(YoY+10.0%), 영업이익 86억원(YoY+48.0%, OPM 10.6%)이고, '27년 매출액은 1,000억원 이상의 성장을 기록할 전망이다.하나증권 미래산업팀 · prediction4Q26 NCM 출하는 QoQ +5~9% 증가하고, 하이니켈은 분기 최대 판매가 전망되며 미드니켈은 유럽 EV향 일부 회복으로 QoQ +8% 예상된다.미래에셋 김철중 · prediction2026 consolidated revenue is forecast at 4.5459 trillion KRW and operating profit at 1.263 trillion KRW.하나증권 · prediction
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The report reviewed trends and major economic indicators in the U.S. and Chinese stock markets and analyzed valuations and trends by global sector.statementThe U.S. should watch AI-related regulation and volatility in the semiconductor sector, while for China domestic demand stimulus and policy effects will be key to a sustained rebound.statementThis report is a weekly report covering global sector trends and indicators rather than a single earnings estimate for an individual company, and it does not provide annual aggregate earnings figures.statementAn approach centered on core theme ETFs such as generative AI, semiconductors, quality and cybersecurity, and on major big tech stocks, remains valid.statementAhead of Nvidia's earnings release on 11/18, market attention is focused on Blackwell demand and next-generation GPU supply outlook.statement
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