commitment
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.
A commitment by 현대차증권 조선/방산 백주호. Statements are as reported by the cited publishers — not verified by DecisionGateway.
투자의견 BUY 유지, 목표주가는 70,000원으로 2028F EPS 8,158원(기존 2027F EPS 5,648원)에 기존 Target P/E 8.7(기존 12.3)배를 적용.
Discussion
Related claims
Investment opinion BUY maintained; target price lowered 8.5% to 54,000 KRW.현대차증권 · statementThe target price is cut to KRW 370,000 (Buy maintained), derived by applying a target P/B of 1.1 to 12M forward BPS (sustainable ROE 15.3%, COE 13.5%), with sustainable ROE lowered to reflect reduced earnings estimates from a lower average daily trading value forecast.현대차증권 증권 김성훈 · statementThe target price is raised to 15,000원 from 13,000원 on higher earnings estimates, maintaining the stock as top trading pick and keeping the Target P/E of 25x.현대차증권 인터넷/게임 최승호 · commitment투자의견 BUY 유지하며 목표주가 400,000원 제시현대차증권 철강/비철금속 박현욱 · commitmentSamsung E&A target price is 95,000 won (raised) with an investment opinion of BUY (maintained).현대차증권 건설/유틸리티 신동현 · statement한국콜마에 대한 투자의견 BUY를 유지하고 목표주가를 기존 185,000원에서 160,000원으로 하향하며, 12M Fwd EPS 10,173원에 Target Multiple 16배(글로벌 ODM Peer 12M Fwd P/E 적용)를 적용해 산정했다.현대차증권 하희지 · commitment