---
title: "단기 실적 불확실성은 다소 존재하지만 국내외 신규 원전 프로젝트 확대 기대감은 여전히 존재하므로 투자의견 BUY를 유지한다. — 신동현 — DecisionGateway"
description: "commitment by 신동현, recorded recently — verbatim quote and source citation."
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  "og:title": "단기 실적 불확실성은 다소 존재하지만 국내외 신규 원전 프로젝트 확대 기대감은 여전히 존재하므로 투자의견 BUY를 유지한다. — 신동현 — DecisionGateway"
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commitment

# **단기 실적 불확실성은 다소 존재하지만 국내외 신규 원전 프로젝트 확대 기대감은 여전히 존재하므로 투자의견 BUY를 유지한다.**

A commitment by 신동현. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *단기 실적 불확실성은 다소 존재하지만 국내외 신규 원전 프로젝트 확대 기대감은 여전히 존재하므로 투자의견 BUY를 유지함*

hmsecresearchPublished 2026-11-10 [ Read source](https://t.me/hmsecresearch/6169)

## **Discussion**

## **Related claims**

[**For nuclear power, the report recommends stocks that can win orders through routes other than Team Korea, which faces short-term profitability and progress risks.**현대차증권 건설/유틸리티 신동현 · prediction](https://dgw.tmarket.io/claims/01a1d93f-e9f7-71a9-a375-a627fec9d503) [**투자의견 BUY 유지하며 목표주가 400,000원 제시**현대차증권 철강/비철금속 박현욱 · commitment](https://dgw.tmarket.io/claims/01a1d93e-72ac-729f-b0bf-a455708a0a21) [**Nuclear-related momentum can gain trend momentum when the realization (order or groundbreaking) of individual pipelines is confirmed.**현대차증권 건설/유틸리티 신동현 · prediction](https://dgw.tmarket.io/claims/01a1d93f-ea2a-7fea-b302-2d06f460ebb5) [**The investment opinion BUY is maintained because in 2028 Samsung SDI's entry into new European projects and application of industry acceleration legislation are likely to rapidly increase EcoPro BM's European plant shipments.**하나증권 · statement](https://dgw.tmarket.io/claims/01a1ceab-6562-76f4-933b-1f0da010ba7c) [**한전KPS 투자의견 BUY를 유지하고, 목표주가를 기존 67,000원에서 52,000원으로 -22.4% 하향한다. Target P/E는 기존과 동일한 19.23x(UAE 바라카 원전 정비사업 계약을 체결했던 13년 P/E 밴드 상단)를 적용하며, 12m Fwd. EPS 추정치 하향에 따른 것이다.**신동현 · commitment](https://dgw.tmarket.io/claims/01a1d936-1896-7d97-9406-e0f188018cb9) [**The investment opinion BUY is maintained with a target price of 70,000 KRW, applying a Target P/E of 8.7x to 2028F EPS of 8,158 KRW.**현대차증권 조선/방산 백주호 · commitment](https://dgw.tmarket.io/claims/01a1d939-d05f-7854-a9d2-e5908bc8415b)

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