SK์ฆ๊ถŒ ๋กœ๊ณ 

SK์ฆ๊ถŒ (001510) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

SK์ฆ๊ถŒ ์‹ค์‹œ๊ฐ„ ์ฃผ๊ฐ€

SK์ฆ๊ถŒ ํ˜„์žฌ๊ฐ€ ์ƒ์„ธ ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 2,240 ์›
๋ณ€๋™๋Ÿ‰ โ–ผ 35.00 ์›
๋ณ€๋™๋ฅ  -1.54%
๊ฑฐ๋ž˜๋Ÿ‰ 2,241,183
๊ฑฐ๋ž˜๋Œ€๊ธˆ 4,963,656,826 ์›

SK์ฆ๊ถŒ ์ผ๋ณ„ ์ฃผ๊ฐ€

SK์ฆ๊ถŒ์˜ ๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
6/29/2026 2,565 2,570 2,480 2,505 1,960,540 4,912,057,891
6/30/2026 2,515 2,700 2,515 2,575 3,342,919 8,727,038,373
7/1/2026 2,610 2,615 2,395 2,400 3,144,302 7,739,515,423
7/2/2026 2,450 2,585 2,315 2,580 3,611,678 8,943,324,542
7/5/2026 2,650 2,720 2,520 2,585 3,465,360 9,113,407,171
7/6/2026 2,540 2,540 2,350 2,415 2,110,959 5,153,834,619
7/7/2026 2,350 2,440 2,270 2,290 2,148,050 5,029,737,343
7/8/2026 2,295 2,380 2,210 2,265 2,159,218 4,950,777,918
7/9/2026 2,320 2,525 2,315 2,460 3,132,902 7,704,953,185
7/12/2026 2,460 2,525 2,270 2,275 2,762,402 6,575,173,175

๊ด€๋ จ ํ…Œ๋งˆ

  • ์œ ์‹œ๋ฏผ : ์‹œ๋ฏผ ์ „ ์˜์›์ด ์ง์ ‘ ์–ธ๊ธ‰ํ•œ ์œ ์ผํ•œ ๊ด€๋ จ์ฃผ์ด๋ฉฐ ๋ฐฐ์„ ๊ฒฝ ์‚ฌ์™ธ์ด์‚ฌ์™€ ๋™๋ฌธ
  • ์ฆ๊ถŒ : 1955๋…„ ์‹ ์šฐ ์ฆ๊ถŒ์œผ๋กœ ์„ค๋ฆฝ, 1998๋…„ ํ˜„์ƒํ˜ธ๋กœ ๋ณ€๊ฒฝ๋˜์—ˆ์œผ๋ฉฐ ๋‹น๊ธฐ๋ง ๋ณธ์  ์˜์—…๋ถ€๋ฅผ ํฌํ•จํ•œ 25๊ฐœ ์ง€์ , ์ข…์† ๊ธฐ์—…์€ SK ์ฆ๊ถŒ(ํ™์ฝฉ), SKS ํ”„๋ผ์ด๋น—์—์ฟผํ‹ฐ, ํŠธ๋ฆฌ๋‹ˆํ‹ฐ ์ž์‚ฐ ์šด์šฉ ๋“ฑ์ด ์žˆ์Œ
  • STO : ๋ฏธ์ˆ ํ’ˆ ๊ณต๋™ ๊ตฌ๋งค ํ”Œ๋žซํผ ์šด์˜ํšŒ์‚ฌ ์—ด๋งค์ปดํผ๋‹ˆ์™€ ๋ฏธ์ˆ ํ’ˆ ๊ธฐ๋ฐ˜ ๋””์ง€ํ„ธ ์ฆ๊ถŒ ๋ฐœํ–‰ ๋ฐ ์œ ํ†ต ์‚ฌ์—… ๊ด€๋ จ ์—…๋ฌดํ˜‘์•ฝ์„ ์ฒด๊ฒฐํ•œ ๋ฐ” ์žˆ์Œ

SK์ฆ๊ถŒ ํšŒ์‚ฌ ์ •๋ณด

์‹œ์žฅ ์‹œ๊ฐ€์ด์•ก ๊ธฐ์—…์ˆœ์œ„ ์ฃผ์‹์ˆ˜ ์™ธ๊ตญ์ธ ๋น„์ค‘ ์‚ฐ์—…๊ตฐ ์„ธ๋ถ€ ์‚ฐ์—…๊ตฐ 52์ฃผ ์ตœ๊ณ  52์ฃผ ์ตœ์ €
kospi 5,261์–ต 306์œ„ 231,295,085 3.69% ๊ธˆ์œต ์ฆ๊ถŒ 6,190 1,219

SK์ฆ๊ถŒ ๊ธฐ์—… ๊ฐœ์š”

SK์ฆ๊ถŒ์€ 1955๋…„ ์‹ ์šฐ์ฆ๊ถŒ์œผ๋กœ ์„ค๋ฆฝ๋œ ๊ธฐ์—…์œผ๋กœ 1992๋…„ SK๊ทธ๋ฃน์— ํŽธ์ž…, ์œ ๊ฐ€์ฆ๊ถŒ ๋งค๋งค์™€ ์œ„ํƒ๋งค๋งค ๋ฐ ์œ ๊ฐ€์ฆ๊ถŒ์ธ์ˆ˜์—…์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋‹ค. ์ฃผ์š” ์ข…์†๊ธฐ์—…์€ SKSํ”„๋ผ์ด๋น—์—์ฟผํ‹ฐ, ํŠธ๋ฆฌ๋‹ˆํ‹ฐ์ž์‚ฐ์šด์šฉ, ํ”ผํ‹ฐ์•Œ์ž์‚ฐ์šด์šฉ ๋“ฑ์ด ์žˆ๋‹ค. ์ฃผ์š” ๋งค์ถœ์€ ์œ ๊ฐ€์ฆ๊ถŒํ‰๊ฐ€ ๋ฐ ์ฒ˜๋ถ„์ด์ต์—์„œ ๋ฐœ์ƒํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ์ˆ˜์ˆ˜๋ฃŒ ์ˆ˜์ต, ์ด์ž์ˆ˜์ต ๋“ฑ์ด ๋’ค๋ฅผ ์ž‡๊ณ  ์žˆ๋‹ค. ํƒ€์‚ฌ ๋Œ€๋น„ ๊ตฌ์กฐํ™”๊ธˆ์œต๊ณผ PE๋ถ€๋ฌธ์— ๊ฐ•์ ์ด ์žˆ์œผ๋ฉฐ ๋””์ง€ํ„ธํŠธ๋žœ์Šคํฌ๋ฉ”์ด์…˜์„ ๋ฐ”ํƒ•์œผ๋กœ ๊ฒฝ์Ÿ๋ ฅ ๋ฐ ์„ฑ์žฅ๋™๋ ฅ์„ ํ™•๋ณดํ•˜๊ณ  ์žˆ๋‹ค.

SK์ฆ๊ถŒ AI์˜ˆ์ธก

AI์˜ˆ์ธก๊ธฐ๋Š” SK์ฆ๊ถŒ์„ ๊ฐ•๋ ฅ๋งค๋„ ยท ๋งค๋„ ยท ์ค‘๋ฆฝ ยท ๋งค์ˆ˜ ยท ๊ฐ•๋ ฅ๋งค์ˆ˜ ๋กœ ์˜ˆ์ธกํ–ˆ์–ด์š”.

๋ฉค๋ฒ„์‹ญ ํ”Œ๋žœ์„ ๊ตฌ๋…ํ•˜๋ฉด ์˜ˆ์ƒ ์ฃผ๊ฐ€ ์‹œ๋‚˜๋ฆฌ์˜ค์™€ AI์˜ ํˆฌ์ž์˜๊ฒฌ, ๋ชฉํ‘œยท์†์ ˆ๊ฐ€, AI๊ฐ€ ์ฐธ๊ณ ํ•œ ์ฐจํŠธ ํŒจํ„ด๋“ค์„ ํ™•์ธํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

SK์ฆ๊ถŒ ์ง€ํ‘œ๋ถ„์„

์ˆ˜์ต๋ฅ  1์œ„ ๋งค๋งค์ „๋žต์€ SK์ฆ๊ถŒ์„ ๋งค์ˆ˜ ยท ๋งค๋„ ยท ๋ณด์œ  ยท ๊ด€๋ง ์ค‘์ด์—์š”.

๋ฉค๋ฒ„์‹ญ ํ”Œ๋žœ์„ ๊ตฌ๋…ํ•˜๋ฉด ์ˆ˜์ต๋ฅ  1์œ„ ๋งค๋งค์ „๋žต์˜ ๋งค๋งค ์‹œ์ ์„ ํ™•์ธํ•˜๊ณ  ๋‹ค์Œ ์‹ ํ˜ธ๋ฅผ ์•Œ๋ฆผ์œผ๋กœ ๋ฐ›์•„๋ณผ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์ตœ์‹  SK์ฆ๊ถŒ ๊ด€๋ จ ๋‰ด์Šค

็พŽ ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์˜จ์‚ฌ์ดํŠธ ๋ฐœ์ „ ์™•๋ณต ์—”์ง„ ์ฑ„ํƒ ๋น„์ค‘ 29% ์ „๋ ฅ ์ˆ˜์š” ํญ์ฆ์— ๊ฐ€์Šคํ„ฐ๋นˆ ๋ฆฌ๋“œํƒ€์ž„โ†‘ ํ•œํ™”ยทHDํ˜„๋Œ€ ์ฆ์„ค ๊ฐ€๋Šฅ์„ฑ ์ œ๊ธฐ ...

์—๋ฐ๋‚˜์ฝ”๋ฆฌ์•„(๋Œ€ํ‘œ์ด์‚ฌ ์ด์šฑ)๋Š” ์•„์‹œ์•„ ๊ธˆ์œต๊ถŒ์— ์ฝ”์–ด๋ฑ…ํ‚น ์†”๋ฃจ์…˜์„ ๊ณต๊ธ‰ํ•ด ์˜จ ๊ธ€๋กœ๋ฒŒ ๊ธˆ์œต ์†Œํ”„ํŠธ์›จ์–ด ๊ธฐ์—… โ€˜์‹ค๋ฒ„๋ ˆ์ดํฌ ์—‘์‹œ์Šค ๊ทธ๋ฃน(Silverlake Axis Group)โ€™๊ณผ ์ฐจ์„ธ๋Œ€ ๊ธ€๋กœ๋ฒŒ ์ •์‚ฐ ์ธํ”„๋ผ ๊ตฌ์ถ•์„ ์œ„ํ•œ ํ•ฉ์ž‘ํˆฌ์ž ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ–ˆ๋‹ค๊ณ  14์ผ ๋ฐํ˜”๋‹ค. ์–‘์‚ฌ๋Š” ์—๋ฐ๋‚˜์ฝ”๋ฆฌ์•„๊ฐ€ ์ฐจ์„ธ๋Œ€ ๊ธ€๋กœ๋ฒŒ ๊ธˆ์œต๋ง์˜ ๋งˆ์Šคํ„ฐ ์•„ํ‚คํ…์ฒ˜ ๋ฐ ์‹œ์Šคํ…œ ์„ค๊ณ„๋ฅผ ๋‹ด๋‹นํ•˜๊ณ , ์‹ค๋ฒ„๋ ˆ์ดํฌ

SK์ฆ๊ถŒ์ด ์›์ตIPS์˜ ๋ชฉํ‘œ์ฃผ๊ฐ€๋ฅผ 18๋งŒ์›์—์„œ 19๋งŒ์›์œผ๋กœ ์˜ฌ๋ ธ๋‹ค. ํˆฌ์ž์˜๊ฒฌ์€ ๋งค์ˆ˜๋ฅผ ์œ ์ง€ํ–ˆ๋‹ค. 14์ผ ์ด๋™์ฃผ SK์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ "๋ฉ”๋ชจ๋ฆฌ ์—…์ฒด์˜ ์ค‘๋‹จ๊ธฐ ์ฆ์„ค์ด ์†๋„๊ฐ์„ ๋”ํ•˜๊ณ  ์žˆ๋‹ค"๋ฉฐ "2030๋…„ ์ƒ์‚ฐ๋Šฅ๋ ฅ 2๋ฐฐ๋ฅผ ๋ชฉํ‘œ๋กœ ํ•˜๋Š” ๋งŒํผ 2028๋…„๊นŒ์ง€ ์„ฑ์žฅ์„ธ๊ฐ€ ์ด์–ด์งˆ ๊ฒƒ"์ด๋ผ๊ณ  ๋ฐํ˜”๋‹ค. ์˜ฌํ•ด 2๋ถ„๊ธฐ ๋งค์ถœ์•ก์€ ์ „ ๋ถ„๊ธฐ ๋Œ€๋น„ 46% ์˜ค๋ฅธ 2404์–ต์›, ์˜์—…์ด์ต์€ ๊ฐ™์€ ๊ธฐ๊ฐ„ 102% ๋›ด 216์–ต์›์ด ์˜ˆ์ƒ๋œ๋‹ค. ์ด ์—ฐ๊ตฌ์›์€ "์˜ฌํ•ด 1๋ถ„๊ธฐ ๋ง ์ˆ˜์ฃผ์ž”๊ณ ๊ฐ€ 4000์–ต

๊ธˆ์œต์œ„์›ํšŒ๊ฐ€ ์ œ6๊ธฐ ์ค‘์†Œ๊ธฐ์—… ํŠนํ™” ๊ธˆ์œตํˆฌ์žํšŒ์‚ฌ(์ค‘๊ธฐํŠนํ™” ์ฆ๊ถŒ์‚ฌ) 7๊ณณ์„ ์ง€์ •ํ•˜๋ฉด์„œ ์ค‘์†Œํ˜• ์ฆ๊ถŒ์‚ฌ ๊ฐ„์˜ ๋ชจํ—˜์ž๋ณธ ๊ณต๊ธ‰ ๊ฒฝ์Ÿ์ด ๋‹ค์‹œ ๋ง‰์„ ์˜ฌ๋ ธ๋‹ค. ๊ทธ๋Ÿฌ๋‚˜ ์ด๋ฒˆ์— ์ง€์ •๋œ ์ฆ๊ถŒ์‚ฌ ๋ชจ๋‘ ์˜ฌํ•ด 1๋ถ„๊ธฐ ๊ธฐ์—…๊ธˆ์œต(IB) ...

13์ผ ์ฝ”์Šคํ”ผ๊ฐ€ 8.95% ๊ธ‰๋ฝํ•˜๋ฉฐ 7000์„ ์„ ๋‚ด์คฌ๋‹ค. ๋ฐ˜๋„์ฒด ํˆฌํ†ฑ์ธ ์‚ผ์„ฑ์ „์žยทSKํ•˜์ด๋‹‰์Šค์˜ ๊ธ‰๋ฝ์ด ์ง€์ˆ˜ ์ „์ฒด๋ฅผ ๋Œ์–ด๋‚ด๋ฆฌ์ž, ๋งค๋„ ์‚ฌ์ด๋“œ์นด์™€ ์„œํ‚ท๋ธŒ๋ ˆ์ด์ปค๊ฐ€ ๋ชจ๋‘ ๋ฐœ๋™๋˜๋Š” ๋น„์ƒ์ƒํ™ฉ์ด ์—ฐ์ถœ๋๋‹ค. ์ฆ๊ถŒ๊ฐ€๋Š” ์ด๋ฒˆ ์กฐ์ •์„ ๊ธฐ์—… ์‹ค์ ์ด๋‚˜ ์—…ํ™ฉ ๋ฌธ์ œ๊ฐ€ ์•„๋‹Œ ๊ณผ์—ด ํ•ด์†Œ ๊ณผ์ •์œผ๋กœ ๋ณด๋ฉด์„œ ๋ฐ˜๋“ฑ์˜ ์—ด์‡ ๋กœ ๋ฏธ๊ตญ ๋ฌผ๊ฐ€ ์ง€ํ‘œ์™€ ๋น…ํ…Œํฌ ์‹ค์ ์„ ์ง€๋ชฉํ–ˆ๋‹ค. ์™œ ์ง€๊ธˆ ์ด๋ ‡๊ฒŒ ๋น ์กŒ๋‚˜ SKํ•˜์ด๋‹‰์Šค๋Š” ์ด๋‚  ์ „ ๊ฑฐ๋ž˜์ผ๋ณด๋‹ค 15.37% ๋‚ด๋ฆฐ 184๋งŒ 5์ฒœ ์›์— ๋งˆ๊ฐํ–ˆ๋‹ค. ์—ญ๋Œ€ ์ตœ๋Œ€ ํ•˜๋ฝ๋ฅ ์ด๋‹ค. ์ง€๋‚œ๋‹ฌ 25์ผ ๊ธฐ๋กํ•œ ์‚ฌ์ƒ์ตœ๊ณ ์น˜(298๋งŒ 7์ฒœ ์›)์— ๋น„ํ•ด 38% ๋„˜๊ฒŒ ๋น ์ง„ ๊ฐ€๊ฒฉ์ด๋‹ค. ์‹œ๊ฐ€์ด์•ก๋„ 8689์–ต ๋‹ฌ๋Ÿฌ๋กœ ์ค„์–ด '1์กฐ ๋‹ฌ๋Ÿฌ ํด๋Ÿฝ'์—์„œ ๋ฐ€๋ ค๋‚ฌ๋‹ค. ์‚ผ์„ฑ์ „์ž๋„ 10.70% ๋‚ด๋ฆฐ 25๋งŒ 4500์›์œผ๋กœ ์žฅ์„ ๋งˆ์ณค๋‹ค. ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค ์ข…๊ฐ€๋Š” ์ง์ „ ์—ญ๋Œ€ ์žฅ์ค‘ ์ตœ๊ณ ๊ฐ€ ๋Œ€๋น„ ๊ฐ๊ฐ 32%, 38% ๊ธ‰๋ฝํ–ˆ๋‹ค. ๊น€์„ํ™˜ ๋ฏธ๋ž˜์—์…‹์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ "SKํ•˜์ด๋‹‰์Šค ๋ฏธ๊ตญ ์ƒ์žฅ์ด๋ผ๋Š” ๊ธฐ๋Œ€ ์ด๋ฒคํŠธ๊ฐ€ ๋๋‚˜๋ฉด์„œ ์ฐจ์ต์‹คํ˜„ ๋งค๋ฌผ์ด ์Ÿ์•„์ง„ ๋ฐ๋‹ค 2๋ถ„๊ธฐ ์‹ค์ ์ด ์‹œ์žฅ์˜ ๋†’์•„์ง„ ๊ธฐ๋Œ€์— ๋ชป ๋ฏธ์น  ์ˆ˜ ์žˆ๋‹ค๋Š” ์šฐ๋ ค๊นŒ์ง€ ๋”ํ•ด์ง„ ์˜ํ–ฅ"์ด๋ผ๊ณ  ๋ถ„์„ํ–ˆ๋‹ค. ์ด๊ฒฝ๋ฏผ ๋Œ€์‹ ์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ "AI์— ๋Œ€ํ•œ ์žฅ๋ฐ‹๋น› ๊ธฐ๋Œ€๊ฐ€ ํ”๋“ค๋ฆฌ๊ณ  ์ฃผ๊ฐ€๊ฐ€ ๋„ˆ๋ฌด ์˜ฌ๋ž๋‹ค๋Š” ์ธ์‹์ด ํผ์ง€๋ฉด์„œ ๋นš์„ ๋‚ด์„œ ํˆฌ์žํ•œ ์‚ฌ๋žŒ๋“ค์ด ๊ธ‰ํ•˜๊ฒŒ ์ฃผ์‹์„ ํŒ”๊ธฐ ์‹œ์ž‘ํ•œ ๊ฒƒ"์ด๋ผ๊ณ  ์ง„๋‹จํ–ˆ๋‹ค. ์ฃผ๋ชฉํ•  ์ ์€ ๋Œ€๋งŒ TSMC๊ฐ€ ์ด๋‚  ์˜คํžˆ๋ ค 1.04% ์ƒ์Šนํ–ˆ๊ณ  ์ผ๋ณธ ํ‚ค์˜ฅ์‹œ์•„ํ™€๋”ฉ์Šค๋„ 1.10% ํ•˜๋ฝ์— ๊ทธ์ณค๋‹ค๋Š” ๊ฒƒ์ด๋‹ค. ์ด๊ฒฝ๋ฏผ ์—ฐ๊ตฌ์›์€ "๊ตญ๋‚ด ํˆฌ์ž์‹ฌ๋ฆฌ, ์ˆ˜๊ธ‰, ๋ ˆ๋ฒ„๋ฆฌ์ง€ ETF ๊ฐ„ ์•…์ˆœํ™˜์˜ ๊ณ ๋ฆฌ๊ฐ€ ํ˜•์„ฑ๋˜๋ฉด์„œ ๊ธ€๋กœ๋ฒŒ ์ฆ์‹œ ๋Œ€๋น„ ์ฐจ๋ณ„์ ์ธ ์•ฝ์„ธ๋ฅผ ๊ธฐ๋ก ์ค‘"์ด๋ผ๊ณ  ์ง„๋‹จํ–ˆ๋‹ค. ์ฝ”์Šคํ”ผ ์‹œ์ด์˜ ์ ˆ๋ฐ˜ ์ด์ƒ์„ ์ฐจ์ง€ํ•˜๋Š” ๋‘ ์ข…๋ชฉ์ด ๊ธ‰๋ฝํ•˜์ž ๋งค๋„๊ฐ€ ๋งค๋„๋ฅผ ๋ถ€๋ฅด๋Š” ์•…์ˆœํ™˜์ด ๋ฐœ์ƒํ–ˆ๊ณ , ๋‘ ์ข…๋ชฉ์„ ๊ธฐ์ดˆ์ž์‚ฐ์œผ๋กœ ํ•˜๋Š” ๋‹จ์ผ์ข…๋ชฉ ๋ ˆ๋ฒ„๋ฆฌ์ง€ ์ƒํ’ˆ๋“ค์ด ๊ฐ€์„ธํ•˜๋ฉฐ ๋ณ€๋™์„ฑ์„ ๋”์šฑ ํ‚ค์› ์„ ๊ฐ€๋Šฅ์„ฑ์ด ๊ฑฐ๋ก ๋œ๋‹ค. ADR ํ”„๋ฆฌ๋ฏธ์—„์€ ์–ด๋–ป๊ฒŒ ๋๋‚˜์• ์ดˆ SKํ•˜์ด๋‹‰์Šค๋Š” ๋ฏธ๊ตญ ๋‚˜์Šค๋‹ฅ์— ๋ฏธ๊ตญ์ฃผ์‹์˜ˆํƒ์ฆ์„œ(ADR) ํ˜•ํƒœ๋กœ ์ƒ์žฅํ•˜๋ฉฐ ์ฝ”์Šคํ”ผ์—๋„ ๊ธ์ •์  ์˜ํ–ฅ์„ ๋ฏธ์น  ๊ฒƒ์ด๋ผ๋Š” ๋ถ„์„์ด ์ ์ง€ ์•Š์•˜์ง€๋งŒ, ๊ฒฐ๊ณผ๋Š” ๋”ดํŒ์ด์—ˆ๋‹ค. SKํ•˜์ด๋‹‰์Šค๋Š” ์ง€๋‚œ 10์ผ ADR ์ƒ์žฅ์„ ํ†ตํ•ด ๋‚˜์Šค๋‹ฅ ์‹œ์žฅ์— ์ž…์„ฑํ•ด ์„ฑ๊ณต์ ์ธ ๋ฐ๋ท”์ „์„ ์น˜๋ €๋‹ค. ์ฒซ๋‚  ๊ตญ๋‚ด ๋ณธ์ฃผ ํ™˜์‚ฐ๊ฐ€๊ฒฉ๋ณด๋‹ค ์•ฝ 16% ๋†’๊ฒŒ ๋งˆ๊ฐํ–ˆ๋‹ค. 13์ผ ๊ตญ๋‚ด ๋ณธ์ฃผ๊ฐ€ ๊ธ‰๋ฝํ•˜๋ฉด์„œ ๋ฏธ๊ตญ๊ณผ ๊ตญ๋‚ด ์ฃผ๊ฐ€ ๊ฒฉ์ฐจ๋Š” ์žฅ์ค‘ ๊ธฐ์ค€ 25% ์ด์ƒ์œผ๋กœ ๋” ๋ฒŒ์–ด์กŒ๋‹ค. ๋Œ€๋งŒ TSMC์˜ ๋ฏธ๊ตญ-๋ณธ๊ตญ ์ฃผ๊ฐ€ ๊ฒฉ์ฐจ(16%)๋ณด๋‹ค๋„ ํฌ๋‹ค. ๊น€์„ํ™˜ ์—ฐ๊ตฌ์›์€ "๋ฏธ๊ตญ๊ณผ ๊ตญ๋‚ด ์ฃผ์‹ ๊ฐ„ ๊ตํ™˜์ด ์‰ฝ์ง€ ์•Š๊ณ  ํˆฌ์ž์ž์ธต๋„ ๋‹ฌ๋ผ ์–ด๋А ์ •๋„ ๊ฒฉ์ฐจ๋Š” ๊ตฌ์กฐ์ ์œผ๋กœ ์œ ์ง€๋  ์ˆ˜ ์žˆ์ง€๋งŒ ๋ฐฉํ–ฅ์„ฑ์€ ๊ฒฐ๊ตญ ๊ฐ™์ด ๊ฐ„๋‹ค"๊ณ  ์„ค๋ช…ํ–ˆ๋‹ค. ๋‹ค๋งŒ ์žฅ๊ธฐ์ ์œผ๋กœ๋Š” ADR ์ƒ์žฅ์ด ๊ตญ๋‚ด ๋ณธ์ฃผ ์ฃผ๊ฐ€๋ฅผ ๋Œ์–ด์˜ฌ๋ฆฌ๋Š” ์š”์ธ์ด ๋  ์ˆ˜ ์žˆ๋‹ค๋Š” ๋ถ„์„๋„ ๋‚˜์˜จ๋‹ค. ๊น€์ˆ˜ํ˜„ DSํˆฌ์ž์ฆ๊ถŒ ๋ฆฌ์„œ์น˜์„ผํ„ฐ์žฅ์€ "ADR ์ƒ์žฅ ์ด๋ฒคํŠธ๋งŒ์œผ๋กœ ๋ณธ์ฃผ๋Š” ์ตœ์†Œ 8~18%์˜ ์ƒ์Šนํšจ๊ณผ๊ฐ€ ๊ธฐ๋Œ€๋œ๋‹ค"๋ฉฐ ๊ฒฝ์Ÿ์‚ฌ์ธ ๋ฏธ๊ตญ ๋งˆ์ดํฌ๋ก ๊ณผ์˜ ์ฃผ๊ฐ€ ๊ฒฉ์ฐจ๊ฐ€ ์ค„์–ด๋“ค ๊ฒƒ์œผ๋กœ ๋ดค๋‹ค. ์‹ค์ œ TSMC๋Š” ADR์ด ๊ธ‰๋“ฑํ•˜์ž ์‹œ์ฐจ๋ฅผ ๋‘๊ณ  ๊ตญ๋‚ด ๋ณธ์ฃผ๋„ ์ƒ์Šนํญ์˜ 75%๊ฐ€๋Ÿ‰์„ ๋”ฐ๋ผ์žก์€ ๋ฐ” ์žˆ๋‹ค. ์‹ค์  ์ „๋ง์น˜์™€ ๋ฐ˜๋“ฑ ์กฐ๊ฑด์€์ฑ„๋ฏผ์ˆ™ ํ•œ๊ตญํˆฌ์ž์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ SKํ•˜์ด๋‹‰์Šค์˜ 2๋ถ„๊ธฐ ์˜์—…์ด์ต์„ 60์กฐ 4์ฒœ์–ต ์›์œผ๋กœ ์ถ”์ •ํ–ˆ๋‹ค. ์‹œ์žฅ ํ‰๊ท  ์ „๋ง์น˜(65์กฐ ์›)๋ณด๋‹ค 8% ๋‚ฎ์€ ์ˆ˜์ค€์ด๋‹ค. ๋‹ค๋งŒ ์ด๋Š” ์‹ค์ ์ด ๋‚˜๋น ์ง„ ๊ฒƒ์ด ์•„๋‹ˆ๋ผ ๊ณ ๊ฐ์‚ฌ์™€ ๋งบ์€ ์žฅ๊ธฐ ๊ณต๊ธ‰ ๊ณ„์•ฝ(LTA) ๊ฐ€๊ฒฉ์„ ํ˜„์‹ค์ ์œผ๋กœ ๋ฐ˜์˜ํ•œ ๊ฒฐ๊ณผ๋ผ๊ณ  ์„ค๋ช…ํ–ˆ๋‹ค. ์˜์—…์ด์ต๋ฅ ์€ 2๋ถ„๊ธฐ 74.6%๋กœ ์—ญ๋Œ€ ์ตœ๊ณ ์น˜๋ฅผ ๊ฒฝ์‹ ํ•  ์ „๋ง์ด๊ณ , ์ฐจ์„ธ๋Œ€ ๊ณ ๋Œ€์—ญํญ๋ฉ”๋ชจ๋ฆฌ(HBM4)๋Š” 3๋ถ„๊ธฐ๋ถ€ํ„ฐ ๋ณธ๊ฒฉ ํŒ๋งค๋ฅผ ์‹œ์ž‘ํ•œ๋‹ค. ์กฐ์ค€๊ธฐ SK์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ "์‚ผ์„ฑ์ „์ž๊ฐ€ ์—ญ๋Œ€๊ธ‰ ์‹ค์ ์„ ๋ฐœํ‘œํ–ˆ๋Š”๋ฐ๋„ ์ฃผ๊ฐ€๊ฐ€ ๊ธ‰๋ฝํ–ˆ๋‹ค"๋ฉฐ "์ง€๊ธˆ ๋ฐ˜๋„์ฒด ๊ธฐ์—…๋“ค์˜ ์‹ค์ ์€ ๋‹จ๊ธฐ ์ฃผ๊ฐ€๋ฅผ ์›€์ง์ด๋Š” ์š”์ธ์ด ์•„๋‹˜์„ ๋‹ค์‹œ ํ™•์ธํ–ˆ๋‹ค"๊ณ  ์งš์—ˆ๋‹ค. ๋ฏธ๋ž˜์—์…‹์ฆ๊ถŒ์€ SKํ•˜์ด๋‹‰์Šค์˜ ์˜ฌํ•ด ์˜์—…์ด์ต์„ 299์กฐ ์›, ๋‚ด๋…„์„ 449์กฐ ์›์œผ๋กœ ์ „๋งํ•˜๋ฉฐ ์žฅ๊ธฐ ๊ณ„์•ฝ ๊ธฐ๋ฐ˜์˜ ์•ˆ์ •์ ์ธ ์ˆ˜์ต ๊ตฌ์กฐ๋ฅผ ํ•ต์‹ฌ ํˆฌ์ž ํฌ์ธํŠธ๋กœ ์ œ์‹œํ–ˆ๋‹ค. ์‹œ์žฅ์€ 14์ผ ๋ฐœํ‘œ๋  ๋ฏธ๊ตญ 6์›” ์†Œ๋น„์ž๋ฌผ๊ฐ€์ง€์ˆ˜(CPI)์™€ ๋‹ค์Œ ์ฃผ ๋ณธ๊ฒฉํ™”๋  ๋น…ํ…Œํฌ ์‹ค์ ์— ์ฃผ๋ชฉํ•˜๊ณ  ์žˆ๋‹ค. ๋ฌผ๊ฐ€๊ฐ€ ์•ˆ์ •๋๋‹ค๋Š” ์‹ ํ˜ธ๊ฐ€ ๋‚˜์˜ค๋ฉด ๊ธˆ๋ฆฌ ์ธ์ƒ ์šฐ๋ ค๊ฐ€ ์ค„์–ด๋“ค๋ฉฐ ์ฆ์‹œ ์ „๋ฐ˜์ด ์ˆจํ†ต์„ ํ‹€ ์ˆ˜ ์žˆ๋‹ค. ํŠนํžˆ ๋ฐ˜๋„์ฒด ์žฅ๋น„ ๊ธฐ์—… ASML๊ณผ ํŒŒ์šด๋“œ๋ฆฌ ๊ธฐ์—… TSMC ์‹ค์ ์—์„œ ์‚ผ์„ฑ์ „์žยทSKํ•˜์ด๋‹‰์Šค์— ๋Œ€ํ•œ ์žฅ๋น„ ์ฃผ๋ฌธ ๊ณ„ํš์ด ๋‚˜์˜ค๋Š”์ง€๊ฐ€ ๋ฐ˜๋„์ฒด ์—…ํ™ฉ ํšŒ๋ณต ์‹ ํ˜ธ๋ฅผ ๊ฐ€๋Š ํ•˜๋Š” ํ•ต์‹ฌ ๋ณ€์ˆ˜๋‹ค. 7์›” 1~10์ผ ๋ฐ˜๋„์ฒด ์ˆ˜์ถœ์ด ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 193% ์ฆ๊ฐ€ํ•œ 112์–ต ๋‹ฌ๋Ÿฌ๋กœ ์—ญ๋Œ€ ์ตœ๋Œ€๋ฅผ ๊ธฐ๋กํ•œ ๊ฒƒ๋„ ์—…ํ™ฉ ์ž์ฒด๋Š” ์—ฌ์ „ํžˆ ํƒ„ํƒ„ํ•˜๋‹ค๋Š” ์‹ ํ˜ธ๋‹ค. ๊น€๋‘์–ธ ํ•˜๋‚˜์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ "๋ฏธ๊ตญ๊ณผ ๊ตญ๋‚ด ์ฃผ๊ฐ€ ๊ฒฉ์ฐจ๊ฐ€ ์œ ์ง€๋˜๊ณ  ๋ฉ”๋ชจ๋ฆฌ ๋ฐ˜๋„์ฒด ์ด์ต์ด ์ง€์†๋œ๋‹ค๋ฉด ์ด๋ฒˆ ํ•˜๋ฝ์€ ๊ฐ•์„ธ์žฅ์˜ ๋์ด ์•„๋‹ˆ๋ผ ๋‹ค์Œ ์ƒ์Šน์„ ์ค€๋น„ํ•˜๋Š” ๊ตฌ๊ฐ„"์ด๋ผ๊ณ  ๋ดค๋‹ค. ๋ฐ˜๋ฉด ๊น€์šฉ๊ตฌ ์œ ์•ˆํƒ€์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ "๋ฐ”๋‹ฅ์€ ์ง€๋‚ฌ์ง€๋งŒ 3๋ถ„๊ธฐ ๋™์•ˆ์€ ์ผ์ • ๊ตฌ๊ฐ„์—์„œ ์˜ค๋ฅด๋‚ด๋ฆฌ๋Š” ํ๋ฆ„์ด ๋ถˆ๊ฐ€ํ”ผํ•˜๋‹ค"๋ฉฐ ์‹ ์ค‘๋ก ์„ ํˆ๋‹ค. ํ‚ค์›€์ฆ๊ถŒ์€ ์ด๋ฒˆ ์ฃผ ์ฝ”์Šคํ”ผ ์˜ˆ์ƒ ๊ตฌ๊ฐ„์„ 7100~8100์„ ์œผ๋กœ ์ œ์‹œํ–ˆ๋‹ค.

SK์ฆ๊ถŒ ๋งค์ถœ ์ •๋ณด

SK์ฆ๊ถŒ ์—ฐ๊ฐ„ ๋งค์ถœ ์ •๋ณด

๋‚ ์งœ ๋งค์ถœ์•ก ๋งค์ถœ์•ก ์ฆ๊ฐ€์œจ ์˜์—…์ด์ต ์˜์—…์ด์ต ์ฆ๊ฐ€์œจ ์ˆœ์ด์ต ์ˆœ์ด์ต ์ฆ๊ฐ€์œจ
2025.4Q 305,213,473,124 105.81% 7,785,938,575 107.22% 28,702,851,671 134.47%
2024.4Q 148,295,200,230 -43.46% -107,876,388,585 -923.62% -83,270,261,783 -2712.17%
2023.4Q 262,262,474,599 -79.03% 13,097,857,611 -26.76% 3,187,786,850 -62.97%
2022.4Q 1,250,684,598,171 17.41% 17,884,433,658 -64.80% 8,609,210,017 -79.22%

SK์ฆ๊ถŒ ๋ถ„๊ธฐ ๋งค์ถœ ์ •๋ณด

๋‚ ์งœ ๋งค์ถœ์•ก ๋งค์ถœ์•ก ์ฆ๊ฐ€์œจ ์˜์—…์ด์ต ์˜์—…์ด์ต ์ฆ๊ฐ€์œจ ์ˆœ์ด์ต ์ˆœ์ด์ต ์ฆ๊ฐ€์œจ
2026.1Q 106,330,632,896 -7.84% 28,703,124,621 604.81% 23,371,186,455 511.27%
2025.4Q 115,372,249,642 70.20% -5,685,892,497 -168.84% -5,682,652,743 -130.13%
2025.3Q 67,784,990,892 11.91% 8,260,174,078 76.62% 18,862,179,457 46.66%
2025.2Q 60,571,549,877 -1.49% 4,676,738,231 774.29% 12,861,159,460 383.11%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -28,819

๊ธฐ๊ด€: -7,998

์™ธ์ธ: 33,827

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -6,249,840

๊ธฐ๊ด€: 1,239,020

์™ธ์ธ: 5,365,507

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-07-13 -28,819 -7,998 33,827
2026-07-10 -793,343 -14,567 786,875
2026-07-09 -346,289 12,904 315,194
2026-07-08 -307,300 28,640 277,295
2026-07-07 166,216 -36,246 -122,410
2026-07-06 159,601 73,804 -247,775
2026-07-03 -623,601 -235 613,335
2026-07-02 547,871 -31,065 -527,091
2026-07-01 -401,941 13,786 364,385
2026-06-30 120,920 18,383 -139,309
2026-06-29 -484,973 -6,676 491,571
2026-06-26 -725,599 585 741,864
2026-06-25 -64,782 1,001 54,630
2026-06-24 -421,075 -12,738 446,846
2026-06-23 -837,689 -45,672 887,636
2026-06-22 -419,744 -36,261 455,637
2026-06-19 -333,746 122,229 221,171
2026-06-18 -73,226 -17,603 115,587
2026-06-17 -179,232 7,834 170,604
2026-06-16 290,365 -28,114 -253,365
2026-06-15 1,829,153 -13,176 -1,812,614

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-07-13 -2,927,233 28,815 2,873,893
2026-07-10 -2,898,414 36,813 2,840,066
2026-07-09 -2,105,071 51,380 2,053,191
2026-07-08 -1,758,782 38,476 1,737,997
2026-07-07 -1,451,482 9,836 1,460,702
2026-07-06 -1,617,698 46,082 1,583,112
2026-07-03 -1,777,299 -27,722 1,830,887
2026-07-02 -1,153,698 -27,487 1,217,552
2026-07-01 -1,701,569 3,578 1,744,643
2026-06-30 -1,299,628 -10,208 1,380,258
2026-06-29 -1,420,548 -28,591 1,519,567
2026-06-26 -935,575 -21,915 1,027,996
2026-06-25 -209,976 -22,500 286,132
2026-06-24 -145,194 -23,501 231,502
2026-06-23 275,881 -10,763 -215,344
2026-06-22 1,113,570 34,909 -1,102,980
2026-06-19 1,533,314 71,170 -1,558,617
2026-06-18 1,867,060 -51,059 -1,779,788
2026-06-17 1,940,286 -33,456 -1,895,375
2026-06-16 2,119,518 -41,290 -2,065,979
2026-06-15 1,829,153 -13,176 -1,812,614

SK์ฆ๊ถŒ ์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
7,760,728,510,054 91.90% 8.10%

SK์ฆ๊ถŒ ๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
์ž๊ธฐ๋งค๋งค 64.71%
๊ธฐํƒ€์˜์—… 19.65%
์œ„ํƒ์˜์—… 10.68%
์ธ์ˆ˜์˜์—… 3.4%
๊ธˆ์œต์ƒํ’ˆ 1.56%

SK์ฆ๊ถŒ ๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 221,170 (8.01%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 4,401,078 (1.9%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-07-13 2,275 221,170 8.01%
2026-07-10 2,460 112,925 3.60%
2026-07-09 2,265 197,019 9.12%
2026-07-08 2,290 102,095 4.75%
2026-07-07 2,415 112,051 5.31%
2026-07-06 2,585 229,650 6.63%
2026-07-03 2,580 132,582 3.67%
2026-07-02 2,400 232,543 7.40%
2026-07-01 2,575 167,488 5.01%
2026-06-30 2,505 116,847 5.96%
2026-06-29 2,565 381,935 11.78%
2026-06-26 2,395 119,788 3.65%
2026-06-25 2,565 137,435 4.30%
2026-06-24 2,565 269,677 8.30%
2026-06-23 2,535 282,900 7.10%
2026-06-22 2,780 199,519 6.30%
2026-06-19 2,860 82,259 2.26%
2026-06-18 2,995 95,392 2.83%
2026-06-17 3,160 203,303 7.33%
2026-06-16 3,200 206,942 4.05%
2026-06-15 3,225 355,202 6.80%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-07-09 2,265 4,401,078 1.90%
2026-07-08 2,290 4,429,541 1.92%
2026-07-07 2,415 4,522,466 1.96%
2026-07-06 2,585 4,560,022 1.97%
2026-07-03 2,580 4,661,367 2.02%
2026-07-02 2,400 4,858,937 2.10%
2026-07-01 2,575 4,771,548 2.06%
2026-06-30 2,505 4,890,864 2.11%
2026-06-29 2,565 4,767,545 2.06%
2026-06-26 2,395 4,478,684 1.94%
2026-06-25 2,565 4,867,609 2.10%
2026-06-24 2,565 4,656,540 2.01%
2026-06-23 2,535 4,965,806 2.15%
2026-06-22 2,780 5,676,317 2.45%
2026-06-19 2,860 5,866,267 2.54%
2026-06-18 2,995 6,111,260 2.64%
2026-06-17 3,160 6,154,987 2.66%
2026-06-16 3,200 6,058,911 2.62%
2026-06-15 3,225 6,027,184 2.61%
2026-06-12 3,345 5,543,168 2.40%
2026-06-11 2,880 5,189,193 2.24%

SK์ฆ๊ถŒ ์—…์ข… ๋‚ด ๋น„๊ต

์ฆ๊ถŒ ์—…์ข…(21๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ SK์ฆ๊ถŒ ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 5,689.859 36,968.33 12์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) 11.944 2.39 6์œ„
PBR 0.82 0.68 6์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) 4.997 7.54 17์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 0.081 3.22 17์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 2.551 13.56 18์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 9.404 11.83 6์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 1,034.523 756.33 4์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 3,052.135 40,316.58 18์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) 77.859 4,740.42 19์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) 287.029 3,749.47 17์œ„