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SI(OP 51억원), 까사(OP 9억원), 라이브쇼핑(OP 32억원, YoY 33%) 등 주요 계열사 실적이 회복세다.
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SI(OP 51억원, YoY 흑자전환), 까사(OP 9억원, YoY 흑자전환), 라이브쇼핑(OP 32억원, YoY 33%) 등 주요 계열사 실적 회복세
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신세계DF, 센트럴시티, SI, 까사, 라이브쇼핑 등 주요 계열사들의 뚜렷한 실적 회복세가 확인된다.리포트 작성자 · statement롯데쇼핑 recorded 3Q26 consolidated revenue of 3조 6,532억원 (YoY 7%) and operating profit of 1,756억원 (YoY 35%, OPM 4.8%), exceeding the market expectation of 1,738억원.하나증권 유통/화장품 박종대 · statement별도 기준 역대 최대 분기 매출을 달성했고, 국내 사업 매출이 YoY 35% 증가하며 실적 개선을 견인했으며 연우는 30억원 영업 흑자를 냈다.하나증권 · statement건설 사업 revenue and operating profit grew 35% and 19% YoY respectively, driven by large logistics construction starts and settlement at two sites.하나증권 운송/모빌리티 Analyst 안도현 · statementConsolidated operating profit is forecast to rise 12% YoY to about 2,561억원, driven by cost efficiency at 백화점/할인점 and improved results at 컬쳐웍스/홈쇼핑.하나증권 유통/화장품 박종대 · prediction신세계DF는 임차료 및 할인율 축소로 YoY 흑자전환(OP 253억원)했고, 센트럴시티(OP 312억원)는 ADR이 YoY 27% 상승했다.하나증권 · statement
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