---
title: "Even applying the low end of 2025 P/E given the recent share price decline, upside is sufficient. — 현대차증권 조선/방산 백주호 — DecisionGateway"
description: "prediction by 현대차증권 조선/방산 백주호, recorded recently — verbatim quote and source citation."
canonical_url: "https://dgw.tmarket.io/claims/01a1d939-d06a-7104-af74-4b1eb89d5092"
meta:
  "og:description": "prediction by 현대차증권 조선/방산 백주호, recorded recently — verbatim quote and source citation."
  "og:image": "https://dgw.tmarket.io/og.jpg"
  "og:image:alt": "White network of connected nodes crossed by a timeline on black"
  "og:image:height": "1024"
  "og:image:width": "1024"
  "og:title": "Even applying the low end of 2025 P/E given the recent share price decline, upside is sufficient. — 현대차증권 조선/방산 백주호 — DecisionGateway"
  "twitter:image": "https://dgw.tmarket.io/og.jpg"
---

> Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt)

prediction

# **Even applying the low end of 2025 P/E given the recent share price decline, upside is sufficient.**

A prediction by 현대차증권 조선/방산 백주호. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *견조한 시황에도 최근 주가 하락 고려했을 시 2025년 P/E 하단 적용해도 업사이드는 충분*

hmsecresearchPublished 2026-11-02 [ Read source](https://t.me/hmsecresearch/6153)

## **Discussion**

## **Related claims**

[**The high Target P/E is justified by the possibility of escaping two years of losses, shareholder returns and additional M&A using about 9천억 cash, and the arrival of a major new-title cycle, but full transition to a profit-growth phase in 28년 is needed to justify it.**현대차증권 인터넷/게임 최승호 · prediction](https://dgw.tmarket.io/claims/01a1d940-b9db-7766-a9ea-d9a133d06985) [**골드만삭스는 엔비디아의 예상 실적 P/E가 11배로 극 저평가이며 최근 주가 하락으로 매력적이라며 300달러 목표가를 유지했다.**골드만삭스 · prediction](https://dgw.tmarket.io/claims/01a1d7bc-17de-7a57-ac9d-4933523f5f4c) [**The current share price at P/B 0.7x is an attractive valuation zone, with 2026E dividend yield above 8%, and visible shareholder return policies such as a reduced-dividend (감액배당) introduction and higher payout ratio should support the multiple's downside.**현대차증권 증권 김성훈 · prediction](https://dgw.tmarket.io/claims/01a1d937-f550-7fc8-8f2d-5c4a3f3defb7) [**The 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 · commitment](https://dgw.tmarket.io/claims/01a1d940-b9b7-7fcc-b1af-5a38a8f81fc6) [**The current share price reflects weak performance and is at a historical low, so a low-price buying strategy looking toward next year is valid.**report author · statement](https://dgw.tmarket.io/claims/01a1d4b6-46d9-79f6-8c2e-17b45e6074cb) [**낮은 주가 수준에 기인하여 향후 높은 한 자리 수의 배당수익률이 예상된다.**companyreport · prediction](https://dgw.tmarket.io/claims/01a1d4a7-cadb-7769-a99e-4cdf426718d0)

[All claims](https://dgw.tmarket.io/claims)

```json
{"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 4,000+ Telegram channels — every claim cited. Read free.","name":"DecisionGateway","url":"https://dgw.tmarket.io/","publisher":{"@id":"https://dgw.tmarket.io/#identity"}},{"@id":"https://dgw.tmarket.io/claims/01a1d939-d06a-7104-af74-4b1eb89d5092#webpage","@type":"WebPage","description":"prediction by 현대차증권 조선/방산 백주호, recorded recently — verbatim quote and source citation.","name":"Even applying the low end of 2025 P/E given the recent share price decline, upside is sufficient. — 현대차증권 조선/방산 백주호 — DecisionGateway","url":"https://dgw.tmarket.io/claims/01a1d939-d06a-7104-af74-4b1eb89d5092","breadcrumb":{"@id":"https://dgw.tmarket.io/claims/01a1d939-d06a-7104-af74-4b1eb89d5092#breadcrumb"},"isPartOf":{"@id":"https://dgw.tmarket.io/#website"},"potentialAction":[{"@type":"ReadAction","target":["https://dgw.tmarket.io/claims/01a1d939-d06a-7104-af74-4b1eb89d5092"]}]},{"@id":"https://dgw.tmarket.io/#identity","@type":"Organization","name":"DecisionGateway","url":"https://dgw.tmarket.io"},{"@id":"https://dgw.tmarket.io/claims/01a1d939-d06a-7104-af74-4b1eb89d5092#breadcrumb","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","name":"Home","item":"https://dgw.tmarket.io","position":1},{"@type":"ListItem","name":"Claims","item":"https://dgw.tmarket.io/claims","position":2},{"@type":"ListItem","name":"Even applying the low end of 2025 P/E given the recent…","position":3}]},{"@id":"https://dgw.tmarket.io/claims/01a1d939-d06a-7104-af74-4b1eb89d5092#/schema/quotation/1","@type":"Quotation","dateCreated":"2026-11-02","isBasedOn":"https://t.me/hmsecresearch/6153","text":"견조한 시황에도 최근 주가 하락 고려했을 시 2025년 P/E 하단 적용해도 업사이드는 충분","url":"/claims/01a1d939-d06a-7104-af74-4b1eb89d5092"}]}
```

## Sitemap

See the full [sitemap](https://dgw.tmarket.io/sitemap.md) for all pages.