์ง„์˜ ๋กœ๊ณ 

์ง„์˜ (285800) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

์ง„์˜ ์‹ค์‹œ๊ฐ„ ์ฃผ๊ฐ€

์ง„์˜ ํ˜„์žฌ๊ฐ€ ์ƒ์„ธ ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 1,500 ์›
๋ณ€๋™๋Ÿ‰ โ–ผ 26.00 ์›
๋ณ€๋™๋ฅ  -1.70%
๊ฑฐ๋ž˜๋Ÿ‰ 38,766
๊ฑฐ๋ž˜๋Œ€๊ธˆ 58,211,305 ์›

์ง„์˜ ์ผ๋ณ„ ์ฃผ๊ฐ€

์ง„์˜์˜ ๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
1/5/2026 1,586 1,586 1,533 1,571 39,845 62,795,855
1/6/2026 1,571 1,571 1,544 1,550 50,327 78,266,286
1/7/2026 1,550 1,599 1,533 1,573 65,702 101,747,839
1/8/2026 1,570 1,590 1,520 1,579 69,012 106,767,727
1/11/2026 1,578 1,595 1,520 1,550 90,059 138,911,033
1/12/2026 1,550 1,550 1,529 1,549 27,451 42,276,646
1/13/2026 1,545 1,583 1,531 1,575 48,552 75,707,059
1/14/2026 1,570 1,575 1,525 1,563 31,059 48,143,723
1/15/2026 1,563 1,567 1,541 1,551 31,995 49,698,842
1/18/2026 1,559 1,559 1,510 1,526 52,297 79,858,958

์ง„์˜ ํšŒ์‚ฌ ์ •๋ณด

์‹œ์žฅ ์‹œ๊ฐ€์ด์•ก ๊ธฐ์—…์ˆœ์œ„ ์ฃผ์‹์ˆ˜ ์™ธ๊ตญ์ธ ๋น„์ค‘ ์‚ฐ์—…๊ตฐ ์„ธ๋ถ€ ์‚ฐ์—…๊ตฐ 52์ฃผ ์ตœ๊ณ  52์ฃผ ์ตœ์ €
kosdaq 266์–ต 1596์œ„ 17,477,270 1.29% ์†Œ์žฌ ํ™”ํ•™ 3,830 1,510

์ง„์˜ ๊ธฐ์—… ๊ฐœ์š”

์ง„์˜์€ 1996๋…„ 1์›” 9์ผ ์„ค๋ฆฝ๋œ ๊ธฐ์—…์œผ๋กœ ํ”Œ๋ผ์Šคํ‹ฑ ์ œ์กฐ์‚ฌ์—…์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋‹ค. ์ฃผ์š” ๋งค์ถœ์€ ๊ฐ€๊ตฌ์šฉ Sheet, ๊ฐ€๊ตฌ์šฉ Edge Band ๋ถ€๋ฌธ์—์„œ ๋ฐœ์ƒํ•˜๊ณ  ์žˆ๋‹ค. ๋‹น์‚ฌ๋Š” ์„ธ๊ณ„ ASA Resin์‹œ์žฅ ์ ์œ ์œจ 1์œ„์ธ LGํ™”ํ•™๊ณผ ํ˜‘์—…์„ ํ†ตํ•ด ์„ธ๊ณ„ ์ตœ์ดˆ๋กœ ASA์†Œ์žฌ ๊ธฐ๋ฐ˜์œผ๋กœ ํ•œ ๋ฐ์ฝ”์‹œํŠธ๋ฅผ ๊ฐœ๋ฐœํ•˜์˜€์œผ๋ฉฐ, ๋…์ž ๋ธŒ๋žœ๋“œ์ธ ๋ฐ์ฝ”์ง„์„ ์ถœ์‹œํ•˜์—ฌ ASA์‹œ์žฅ์„ ํ™•๋Œ€ํ•ด ๋‚˜๊ฐ€๊ณ  ์žˆ๋‹ค.

์ง„์˜ AI์˜ˆ์ธก

AI์˜ˆ์ธก๊ธฐ๋Š” ์ง„์˜์„ ๊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.

์ง„์˜ ์ง€ํ‘œ๋ถ„์„

์ˆ˜์ต๋ฅ  1์œ„ ๋งค๋งค์ „๋žต์€ ์ง„์˜์„ ๋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‹  ์ง„์˜ ๊ด€๋ จ ๋‰ด์Šค

ํ˜„๋Œ€์ฐจ์™€ ๊ธฐ์•„๊ฐ€ ์ž๋™์ฐจ ์ œ์กฐ์‚ฌ๋ฅผ ๋„˜์–ด ๋กœ๋ณดํ‹ฑ์Šค ์„ ๋„ ๊ธฐ์—…์œผ๋กœ ์ง„ํ™”ํ•˜๋ฉฐ ๊ธฐ์—…๊ฐ€์น˜๋ฅผ ์žฌํ‰๊ฐ€๋ฐ›๊ณ  ์žˆ๋‹ค. ์ฆ๊ถŒ๊ฐ€์—์„œ๋Š” ์–‘์‚ฌ๊ฐ€ ๋ณด์—ฌ์ค€ ๋กœ๋ด‡ ์‚ฌ์—…์˜ ์ฒญ์‚ฌ์ง„์ด ์‹ค์งˆ์ ์ธ ์ฃผ๊ฐ€ ์ƒ์Šน ๋™๋ ฅ์œผ๋กœ ์ž‘์šฉํ•˜๊ธฐ ์‹œ์ž‘ํ–ˆ๋‹ค๊ณ  ๋ถ„์„ํ•˜๋ฉฐ ๋ชฉํ‘œ์ฃผ๊ฐ€๋ฅผ ์ž‡๋‹ฌ์•„ ์ƒํ–ฅ ์กฐ์ •ํ–ˆ๋‹ค.20์ผ ๋‹ค์˜ฌํˆฌ์ž์ฆ๊ถŒ์€ ํ˜„๋Œ€์ฐจ์˜ ์ ์ •์ฃผ๊ฐ€๋ฅผ ๊ธฐ์กด 47๋งŒ์›์—์„œ 64๋งŒ์›์œผ๋กœ 36.2% ์ƒํ–ฅ ์กฐ์ •ํ–ˆ๋‹ค. ๊ฐ™์€ ๋‚  ํ˜„๋Œ€์ฐจ์ฆ๊ถŒ ์—ญ์‹œ ๊ธฐ์•„์˜ ๋ชฉํ‘œ์ฃผ๊ฐ€๋ฅผ ๊ธฐ์กด 17๋งŒ 5000์›์—์„œ 21๋งŒ์›์œผ๋กœ 20% ์˜ฌ๋ ค ์žก์•˜๋‹ค. ์–‘์‚ฌ์˜ ๋ชฉํ‘œ๊ฐ€ ์ƒํ–ฅ ๋ฐฐ๊ฒฝ์—๋Š” ๊ณตํ†ต์ ์œผ๋กœ ๋กœ๋ด‡์ด ์ž๋ฆฌ ์žก๊ณ  ์žˆ๋‹ค.โ–ฒ ํ˜„๋Œ€์ฐจ "๋ณด์Šคํ„ด๋‹ค์ด๋‚ด๋ฏน์Šค ๊ฐ€์น˜ 100์กฐ์›๋Œ€ ์„ฑ์žฅ ๊ธฐ๋Œ€"์œ ์ง€์›… ๋‹ค์˜ฌํˆฌ์ž์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ ํ˜„๋Œ€์ฐจ ๋ชฉํ‘œ์ฃผ๊ฐ€ ์ƒํ–ฅ(47๋งŒ์›โ†’64๋งŒ์›)์˜ ๊ทผ๊ฑฐ๋กœ ๋ณด์Šคํ„ด๋‹ค์ด๋‚ด๋ฏน์Šค์˜ ์ง€๋ถ„ ๊ฐ€์น˜ ๋ฐ˜์˜์„ ๊ผฝ์•˜๋‹ค. ์œ  ์—ฐ๊ตฌ์›์€ ํ˜„๋Œ€์ฐจ์˜ 2026๋…„ ์ˆ˜์ • ์ฃผ๋‹น์ˆœ์ด์ต(EPS)์— ์ ์šฉํ•˜๋Š” ์ ์ • ์ฃผ๊ฐ€์ˆ˜์ต๋น„์œจ(P/E)์„ ๊ธฐ์กด 8.1๋ฐฐ์—์„œ 11.0๋ฐฐ๋กœ 35% ๋Œ€ํญ ์ƒํ–ฅํ–ˆ๋‹ค. ์ด๋Š” ์ „ํ†ต์ ์ธ ์™„์„ฑ์ฐจ ์—…์ฒด๋กœ์„œ ๋ฐ›๋˜ ๋ฐธ๋ฅ˜์—์ด์…˜์„ ๋„˜์–ด, ๋กœ๋ณดํ‹ฑ์Šค ๊ธฐ์—…์œผ๋กœ์„œ์˜ ํ”„๋ฆฌ๋ฏธ์—„์„ ๋ถ€์—ฌํ•œ ์กฐ์น˜๋‹ค.๊ตฌ์ฒด

๋‹ค์˜ฌํˆฌ์ž์ฆ๊ถŒ์ด ํ˜„๋Œ€์ฐจ์˜ ๋ชฉํ‘œ์ฃผ๊ฐ€๋ฅผ ๊ธฐ์กด 47๋งŒ์›์—์„œ 64๋งŒ์›์œผ๋กœ ์ƒํ–ฅ ์กฐ์ •ํ–ˆ๋‹ค. ์ตœ๊ทผ ์ฃผ๊ฐ€ ๋ฐ˜๋“ฑ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ํ† ์š”ํƒ€ ๋Œ€๋น„ ์—ฌ์ „ํžˆ ๋‚ฎ์€ ์ฃผ๊ฐ€์ˆ˜์ต๋น„์œจ(PER) ์ˆ˜์ค€์—์„œ ๊ฑฐ๋ž˜๋˜๊ณ  ์žˆ์–ด ..

์‹ ์ฒœ์ง€ ๊ต์ฃผ ์ด๋งŒํฌ์”จ์˜ ์ตœ์ธก๊ทผ ๊ฒฝํ˜ธ์กฐ์ง โ€˜์ผ๊ณฑ ์‚ฌ์žโ€™ ์ถœ์‹  A์”จ๋Š” 22๋Œ€ ์ด์„ (2024๋…„ 4์›” 10์ผ ์‹ค์‹œ)์„ ์•ž๋‘” 2023๋…„ ์‹ ์ฒœ์ง€์—์„œ ๊ตญ๋ฏผ์˜ํž˜ ๋‹น์› ๊ฐ€์ž…์„ ์กฐ์ง์ ์œผ๋กœ ์ง€์‹œยท๊ด€๋ฆฌํ•ด ์™”๋‹ค๊ณ  ์ฆ์–ธํ–ˆ๋‹ค. ์‹ ๋„๋“ค์„ ๋ฏธ๋ฆฌ ์ฑ…์ž„๋‹น์›์œผ๋กœ ๋งŒ๋“ค์–ด๋‘ฌ์•ผ ํ–ฅํ›„ ๋‹น๋‚ด ๊ฒฝ์„ ์ด๋‚˜ ์ •์น˜ ์ผ์ •์—์„œ ์‹ ์ฒœ์ง€์˜ ์˜ํ–ฅ๋ ฅ์„ ๋†’์ผ ์ˆ˜ ์žˆ๋‹ค๋Š” ๋‚ด๋ถ€ ํŒ๋‹จ์ด ์žˆ์—ˆ๋‹ค๋Š” ๊ฒƒ์ด๋‹ค. ์ด ๊ฐ™์€ ๋‹น์› ๊ฐ€์ž… ํ™œ๋™์€ ์ „๊ตญ์ ์ธ ์ฐจ์›์—์„œ ์ด๋ค„์กŒ๋‹ค๊ณ  ํ•œ๋‹ค.A์”จ๋Š” 20์ผ ๊ตญ๋ฏผ์ผ๋ณด์™€์˜ ํ†ตํ™”์—์„œ โ€œ(๋‹น์› ๊ฐ€์ž…์€) ์ „ ์ง€์—ญ์ด ๋‹ค ๋™์›๋๊ณ  ํŠน์ • ์ง€์—ญ๋งŒ์˜ ๋ฌธ์ œ๊ฐ€ ์•„๋‹ˆ์—ˆ๋‹คโ€๋ฉฐ โ€œ์‹œ์ ์€ 22๋Œ€ ์ด์„  ์ „์ด์—ˆ๊ณ  ์ฑ…์ž„๋‹น์›์„ ๋ฏธ๋ฆฌ ๋งŒ๋“ค์–ด ๋‘๋ ค๋Š” ๋ชฉ์ ์ด์—ˆ๋‹คโ€๊ณ  ์„ค๋ช…ํ–ˆ๋‹ค. 2023๋…„ 7~8์›”์„ ์ „ํ›„ํ•ด ์ „๊ตญ ๋‹จ์œ„์˜ ๊ตญ๋ฏผ์˜ํž˜ ์ฑ…์ž„๋‹น์› ๊ฐ€์ž…์ด ์กฐ์ง์ ์œผ๋กœ ์ด๋ค„์กŒ๋‹ค๋Š” ๊ฒƒ์ด ๊ทธ์˜ ์ฃผ์žฅ์ด๋‹ค.A์”จ๊ฐ€ ํ•œ๋•Œ ์†ํ–ˆ๋˜ ์ผ๊ณฑ ์‚ฌ์ž๋Š” ์ด์”จ๋ฅผ ๋ณดํ˜ธํ•˜๋Š” ๋น„๊ณต์‹ ์กฐ์ง์ด์—ˆ๊ณ , ์™ธ๋ถ€์— ๋…ธ์ถœ๋˜์ง€ ์•Š๋Š” ์ผ๊ณฑ๋ช…์œผ๋กœ ๊ตฌ์„ฑ๋œ ๊ทธ๋ฆผ์ž ์กฐ์ง์ด์—ˆ๋‹ค. ์„ ๋ฐœ์€ ์ถฉ์„ฑ๋„ ํ…Œ์ŠคํŠธ์™€ ๋‚ด๋ถ€ ๊ฒ€์ฆ ๋ฐ ์ง€ํ•„ ์‹œํ—˜ ๋“ฑ์„ ์ค‘์‹ฌ์œผ๋กœ ์ด๋ค„์กŒ๋‹ค. ์ด๋“ค์€ ์ด์”จ ์ง์† ํ•ต์‹ฌ ์ธ๋ ฅ์œผ๋กœ ๊ฒฝํ˜ธ ์™ธ์—๋„ ์ง€์—ญ ์กฐ์ง ์šด์˜, ํšŒ๊ณ„ ์ ๊ฒ€, ๋น„๊ณต์‹ ์ง€์‹œ ์ˆ˜ํ–‰ ๋“ฑ์˜ ์ž„๋ฌด๋ฅผ ๋งก์•˜๋‹ค. ์ด๋“ค์ด ์ด์”จ๋ฅผ ์ง€๊ทผ๊ฑฐ๋ฆฌ์—์„œ ๋ณด์ขŒํ–ˆ๋˜ ๋งŒํผ ์‹ ์ฒœ์ง€์˜ ์ •๊ต์œ ์ฐฉ ์˜ํ˜น์„ ์ˆ˜์‚ฌํ•˜๋Š” ๊ฒ€ยท๊ฒฝ ํ•ฉ๋™์ˆ˜์‚ฌ๋ณธ๋ถ€๋Š” A์”จ ๋“ฑ์„ ์ฐธ๊ณ ์ธ ์‹ ๋ถ„์œผ๋กœ 21์ผ ์กฐ์‚ฌํ•  ์˜ˆ์ •์ด๋‹ค.๊ตญ๋ฏผ์ผ๋ณด๊ฐ€ ์ž…์ˆ˜ํ•œ โ€˜๊ตฐํฌ์ง€์—ญ ํŒ€๋ณ„ ๋‹น์›๊ฐ€์ž… ๋ช…๋‹จโ€™๊ณผ โ€˜๊ตฐํฌ ํ…”๋ ˆ๊ทธ๋žจโ€™์—๋Š” ์‹ ์ฒœ์ง€๊ฐ€ ๊ตญ๋ฏผ์˜ํž˜ ๋‹น์›๊ฐ€์ž…์— ๊ฐœ์ž…ํ•œ ๊ฒƒ์œผ๋กœ ์˜์‹ฌ๋˜๋Š” ์ •ํ™ฉ์ด ๊ณณ๊ณณ์— ์žˆ๋‹ค. โ€˜ํ•„๋ผํ…Œ์Šคโ€™๋ผ๋Š” ํ‘œ์— ์ด๋ชฉํ‘œ 140๋ช…ยทํ™•์ • ์ˆ˜ 135๋ช…ยท๋‚จ์€ ์ˆ˜ 5๋ช…์œผ๋กœ ์ ์‹œ๋˜์–ด ์žˆ๊ณ , ์ด ๋ช…๋‹จ์—๋Š” ์ด 7ํŒ€์˜ ํŒ€์žฅ ๋ช…๊ณผ ํ•จ๊ป˜ ๊ฐ ํŒ€๋ณ„๋กœ ๋ชฉํ‘œ ์ˆ˜์™€ ํ™•์ • ์ˆ˜๊ฐ€ ๋‚˜ํƒ€๋‚˜ ์žˆ๋‹ค. ํ…”๋ ˆ๊ทธ๋žจ์—๋Š” โ€˜ํšŒ๋น„๋Š” ์ž๋™์ด์ฒด ์‹œ์ผœ์•ผ ํ•จ. ๋งค๋‹ฌ 1000์› ๋‚˜๊ฐ€๋Š” ๊ฒƒโ€™ ๋“ฑ์˜ ์ง€์‹œ์‚ฌํ•ญ์ด ์ ํ˜€ ์žˆ๋‹ค.A์”จ๋Š” โ€œ๊ตฐํฌ ์ง€์—ญ๋งŒ ๋†“๊ณ  ๋ณด๋ฉด ์œ ํšจ ์ธ์› ์•ฝ 300๋ช… ์ค‘ ์ ˆ๋ฐ˜๊ฐ€๋Ÿ‰์ธ 150๋ช… ์ •๋„๊ฐ€ ์‹ค์ œ๋กœ ๊ฐ€์ž…ํ–ˆ๋‹คโ€๋ฉฐ โ€œ์ „๊ตญ์ ์œผ๋กœ ๋‹น์‹œ ์œ ํšจ ์ธ์›์„ 10๋งŒ~20๋งŒ๋ช… ์ •๋„๋กœ ๋ดค๊ธฐ ๋•Œ๋ฌธ์—, ๋‹จ์ˆœ ๊ณ„์‚ฐ์œผ๋กœ๋Š” 5๋งŒ๋ช… ์ด์ƒ์ด ๋‹น์›์œผ๋กœ ๊ฐ€์ž…ํ–ˆ์„ ๊ฐ€๋Šฅ์„ฑ์ด ์žˆ๋‹ค๊ณ  ๋‚ด๋ถ€์—์„œ๋Š” ์ถ”์‚ฐํ–ˆ๋‹คโ€๊ณ  ๋ฐํ˜”๋‹ค.A์”จ๋Š” ๋”๋ถˆ์–ด๋ฏผ์ฃผ๋‹น์ด ์•„๋‹Œ ๊ตญ๋ฏผ์˜ํž˜์œผ๋กœ๋งŒ ๋‹น์› ๊ฐ€์ž…ํ•  ๊ฒƒ์„ ์‹ ์ฒœ์ง€ ์ƒ๋ถ€์—์„œ ์ง€์‹œํ–ˆ๋‹ค๊ณ  ์ฃผ์žฅํ–ˆ๋‹ค. ๊ทธ๋Š” โ€œ๋”๋ถˆ์–ด๋ฏผ์ฃผ๋‹น์ด๋‚˜ ๋‹ค๋ฅธ ์ •๋‹น์€ ํ•˜์ง€ ๋ง๊ณ  ๋ฌด์กฐ๊ฑด ๊ตญ๋ฏผ์˜ํž˜ ์ชฝ์œผ๋กœ ํ•˜๋ผ๋Š” ์‹์ด์—ˆ๋‹คโ€๋ฉฐ โ€œ์ด๋ฏธ ํ•œ๋‚˜๋ผ๋‹น ์‹œ์ ˆ๋ถ€ํ„ฐ ๋ณด์ˆ˜ ์ •๋‹น๊ณผ ์œ ์ฐฉ ๊ด€๊ณ„๊ฐ€ ์ด์–ด์ ธ ์™”๊ธฐ ๋•Œ๋ฌธโ€์ด๋ผ๊ณ  ๋งํ–ˆ๋‹ค. ์ด์–ด โ€œ์‹ ์ฒœ์ง€ ๊ณ ์œ„ ๊ฐ„๋ถ€๋“ค์ด ์ •์น˜๊ถŒ์œผ๋กœ ์ง„์ž…ํ•  ๋•Œ๋ถ€ํ„ฐ ๋ณด์ˆ˜ ์ •์น˜๊ถŒ ์ธ์‚ฌ๋“ค์„ ํ†ตํ•ด ์—ฐ๊ฒฐ์„ ๋ฐ›์•„ ์™”๊ณ , ๊ด€๋ จ ์ •์น˜์ธ๋“ค๊ณผ์˜ ๊ด€๊ณ„๋„ ๋ณด์ˆ˜ ์ •๋‹น์„ ์ค‘์‹ฌ์œผ๋กœ ํ˜•์„ฑ๋ผ ์žˆ์—ˆ๋‹คโ€๊ณ  ํ–ˆ๋‹ค.A์”จ๋Š” ์‹ ์ฒœ์ง€๊ฐ€ ์ง„๋ณด ์ง„์˜๊ณผ๋Š” ์ ๋Œ€์  ๊ด€๊ณ„์— ์žˆ์—ˆ๋‹ค๊ณ ๋„ ์ฆ์–ธํ–ˆ๋‹ค. ๊ทธ๋Š” โ€œ2020๋…„ ์ฝ”๋กœ๋‚˜ ์‹œ๊ธฐ ๊ฒฝ๊ธฐ๋„์˜ ๊ฐ•์ œ ์—ญํ•™์กฐ์‚ฌ์™€ ๊ฒ€์ฐฐ์˜ ์••์ˆ˜์ˆ˜์ƒ‰ ๋“ฑ์ด ์žˆ์—ˆ๊ณ , ์ดํ›„๋กœ๋Š” โ€˜๊ฐ์ •์ ์œผ๋กœ๋‚˜ ์ฒด์งˆ์ ์œผ๋กœ (๋ฏผ์ฃผ๋‹น์€) ๋งž์ง€ ์•Š๋Š”๋‹คโ€™๋Š” ์ธ์‹์ด ๋‚ด๋ถ€์— ๊ฐ•ํ–ˆ๋‹คโ€๋ฉฐ โ€œ์ง„๋ณด ์ง„์˜์—์„œ๋Š” ์‹ ์ฒœ์ง€๋ฅผ ์ง€์†์ ์œผ๋กœ ๋ฌธ์ œ ์‚ผ์•˜๊ธฐ ๋•Œ๋ฌธ์—, ๋‚ด๋ถ€์ ์œผ๋กœ๋Š” ๋ณด์ˆ˜ ์ •๋‹น๊ณผ ์—ฐ๊ณ„๋˜๋Š” ๊ฒƒ์ด ๋‹น์—ฐํ•œ ์„ ํƒ์ฒ˜๋Ÿผ ์—ฌ๊ฒจ์กŒ๋‹คโ€๊ณ  ๋งํ–ˆ๋‹ค. ์ด์žฌ๋ช… ๋Œ€ํ†ต๋ น์€ 2020๋…„ 2์›” ๋‹น์‹œ ๊ฒฝ๊ธฐ๋„์ง€์‚ฌ ์‹œ์ ˆ์— ์‹ ์ฒœ์ง€๊ฐ€ ๋ฐฉ์—ญ ๋‹น๊ตญ์˜ ์กฐ์‚ฌ์— ์‘ํ•˜์ง€ ์•Š์ž ๊ฐ€ํ‰ ์‹ ์ฒœ์ง€ ์‹œ์„ค์— ์ฐพ์•„๊ฐ€ โ€˜ํ˜„ํ–‰๋ฒ” ์ฒดํฌ ๊ฐ€๋Šฅ์„ฑโ€™์„ ์–ธ๊ธ‰ํ–ˆ๊ณ , ์ด์”จ์˜ ๊ฒ€์ฒด๋ฅผ ์ฑ„์ทจํ•œ ๋ฐ” ์žˆ๋‹ค.A์”จ๋Š” ๊ฒฝํ˜ธ์กฐ์ง ์†Œ์†์œผ๋กœ ํ™œ๋™ํ•˜๋˜ ๋‹น์‹œ, ์ •์น˜๊ถŒ๊ณผ์˜ ์œ ์ฐฉ์„ ์‹œ์‚ฌํ•˜๋Š” ๋ฐœ์–ธ์„ ์ „ํ•ด ๋“ค์—ˆ๋‹ค๊ณ  ์ฃผ์žฅํ–ˆ๋‹ค. ๊ทธ๋Š” โ€œํ˜„์žฅ ๋‹น์› ๊ฐ€์ž…์ด ์ด๋ค„์ง€๋˜ ์‹œ๊ธฐ์— ๊ณ ์œ„ ๊ฐ„๋ถ€๊ฐ€ โ€˜ํ•ด๊ฒฐํ•˜์ง€ ๋ชปํ•˜๋˜ ์–ด๋ ค์šด ๋ฌธ์ œ๊ฐ€ ์žˆ์—ˆ๋Š”๋ฐ, ์œ ๋ ฅ ์ •์น˜์ธ์—๊ฒŒ ๋ถ€ํƒํ•ด ์ „ํ™” ํ•œ ํ†ต์œผ๋กœ ์‰ฝ๊ฒŒ ํ•ด๊ฒฐ๋๋‹คโ€™๋ฉฐ โ€˜์ง€๊ธˆ ์šฐ๋ฆฌ๊ฐ€ ํ•˜๋Š” ์ •๋‹น ๊ฐœ์ž…์ด ์–ผ๋งˆ๋‚˜ ์ค‘์š”ํ•œ์ง€โ€™๋ฅผ ๊ฐ•์กฐํ•œ ์ ์ด ์žˆ๋‹คโ€๊ณ  ์ฆ์–ธํ–ˆ๋‹ค. ๊ทธ๋Š” โ€œ๋‹น์‹œ ๊ณผ์ฒœ ์ข…๊ต์‹œ์„ค ์šฉ๋„ ๋ณ€๊ฒฝ ๋ฌธ์ œ๋‚˜ ์ด์”จ์˜ ๊ฐ์ข… ํ–‰์ •ยท์‚ฌ๋ฒ•์  ์‚ฌ์•ˆ ๋“ฑ ์—ฌ๋Ÿฌ ๊ฐ€๋Šฅ์„ฑ์ด ๋‚ด๋ถ€์—์„œ ๋– ์˜ฌ๋ž๋Š”๋ฐ, ์•„๋งˆ ์ด์™€ ๊ด€๋ จ๋œ ๊ฒƒ ๊ฐ™๋‹คโ€๊ณ  ๋ง๋ถ™์˜€๋‹ค.๊น€๋™๊ทœ ๋ฐ•์žฌํ˜„ ๊ธฐ์ž kkyu@kmib.co.kr

20์ผ ์ฝ”์Šคํ”ผ๋Š” ์—ฐ์ผ ์ƒ์Šน์— ๋”ฐ๋ฅธ ํ”ผ๋กœ๊ฐ ๋ˆ„์ ์œผ๋กœ ๋‹จ๊ธฐ ์†๋„ ์กฐ์ ˆ์ด ๋‚˜์˜ฌ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋œ๋‹ค. ์ „๋‚  ๋‰ด์š•์ฆ์‹œ๋Š” '๋งˆํ‹ด ๋ฃจ์„œ ํ‚น ๋ฐ์ด'๋ฅผ ๋งž์•„ ํ•˜๋ฃจ ํœด์žฅํ–ˆ๋‹ค. ์œ ๋Ÿฝ์ฆ์‹œ๋Š” ๋ฏธ๊ตญ์˜ ๊ทธ๋ฆฐ๋ž€๋“œ ๋งค์ž…์„ ๋‘˜๋Ÿฌ์‹ผ ๋„๋„๋“œ ํŠธ๋Ÿผํ”„ ๋ฏธ๊ตญ ๋Œ€ํ†ต๋ น์˜ ๊ด€์„ธ ๋ถˆํ™•์‹ค์„ฑ ์˜ํ–ฅ์— ์ž๋™์ฐจ, ๋ช…ํ’ˆ ๋“ฑ ๊ด€์„ธ ํ”ผํ•ด์ฃผ๋ฅผ ์ค‘์‹ฌ์œผ๋กœ ์•ฝ์„ธ๋ฅผ ๋ณด์˜€๋‹ค. ์ตœ๊ทผ ํŠธ๋Ÿผํ”„ ๋Œ€ํ†ต๋ น์€ ๊ทธ๋ฆฐ๋ž€๋“œ ์˜ํ†  ํŽธ์ž… ์˜์ง€๋ฅผ ๊ฑฐ๋“ญ ๋“œ๋Ÿฌ๋‚ด๋ฉฐ ๋Œ€์™ธ ์••๋ฐ• ์ˆ˜์œ„๋ฅผ ๋†’์ด๊ณ  ์žˆ๋‹ค. ์ง€๋‚œํ•ด ๋…ธ๋ฒจ ํ‰ํ™”์ƒ ์ˆ˜

์Šคํ‹ฑ์ธ๋ฒ ์ŠคํŠธ๋จผํŠธ๊ฐ€ ํ–‰๋™์ฃผ์˜ ํŽ€๋“œ ์–ผ๋ผ์ธํŒŒํŠธ๋„ˆ์Šค๊ฐ€ ์š”๊ตฌํ–ˆ๋˜ ๋งˆ๊ฐ์ผ์— ๋งž์ถฐ ๋Œ€๋Œ€์ ์ธ ๊ธฐ์—…๊ฐ€์น˜ ์ œ๊ณ (๋ฐธ๋ฅ˜์—…) ๊ณ„ํš์„ ๊ณต์‹œํ–ˆ๋‹ค. ๋‹จ์ˆœํžˆ ์‹ค์  ๊ฐœ์„ ๋ฟ๋งŒ ์•„๋‹ˆ๋ผ ์‹œ์žฅ์˜ ๊ด€์‹ฌ์ด ์ ๋ ธ๋˜ ์ž์‚ฌ์ฃผ ์†Œ๊ฐ๊ณผ ์ง€๋ฐฐ๊ตฌ์กฐ ๊ฐœ์„ , ์ฐฝ์—…์ฃผ์˜ ์Šน๊ณ„ ๊ณ„ํš๋„ ๋งˆ๋ จํ•˜๊ฒ ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. 20์ผ ํˆฌ์ž์€ํ–‰(IB) ์—…๊ณ„์— ๋”ฐ๋ฅด๋ฉด ์Šคํ‹ฑ์ธ๋ฒ ๋Š” ์ „๋‚  ์ด๊ฐ™์€ ๋‚ด์šฉ์ด ๋‹ด๊ธด ๊ธฐ์—…๊ฐ€์น˜ ์ œ๊ณ  ๊ณ„ํš์„ ๊ณต์‹œํ–ˆ๋‹ค. ์–ผ๋ผ์ธ์˜ '์ตœํ›„ํ†ต์ฒฉ'์— ์‘๋‹ตํ•œ ๊ฒƒ์ด๋‹ค. ์•ž์„œ ์–ผ๋ผ์ธ์€ ์Šคํ‹ฑ์ธ๋ฒ  ์ด

์ง„์˜ ๋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
2024.4Q 34,220,821,292 - -2,939,269,233 - -3,547,795,949 -
2023.4Q 30,903,076,752 -50.45% -2,361,083,010 -263.95% -1,873,144,597 -285.50%
2022.4Q 62,364,820,183 - 1,440,132,834 - 1,009,798,904 -
2021.4Q 48,053,546,262 - 2,349,281,437 - 1,702,725,569 -

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 628

๊ธฐ๊ด€: 0

์™ธ์ธ: -2,597

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 80,391

๊ธฐ๊ด€: -8,431

์™ธ์ธ: -37,785

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-01-19 628 - -2,597
2026-01-16 8,458 - -7,705
2026-01-15 6,514 -6,669 7
2026-01-14 -5,526 - 5,101
2026-01-13 -2,092 - 2,313
2026-01-12 -8,469 - 7,105
2026-01-09 -3,342 - 3,204
2026-01-08 7,361 - -3,248
2026-01-07 -2,616 - 1,285
2026-01-06 11,710 - -11,710
2026-01-05 3,469 - -3,770
2026-01-02 -3,424 - 2,183
2025-12-30 -1,173 - 367
2025-12-29 -3,354 - 2,920
2025-12-26 -7,032 - 7,032
2025-12-24 5,738 - -4,504
2025-12-23 41,992 - -5,995
2025-12-22 -3,312 - 3,312
2025-12-19 -2,874 -1,762 5,882
2025-12-18 -1,551 - 305
2025-12-17 219 - 1,071

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-01-19 41,324 -8,431 2,558
2026-01-16 40,696 -8,431 5,155
2026-01-15 32,238 -8,431 12,860
2026-01-14 25,724 -1,762 12,853
2026-01-13 31,250 -1,762 7,752
2026-01-12 33,342 -1,762 5,439
2026-01-09 41,811 -1,762 -1,666
2026-01-08 45,153 -1,762 -4,870
2026-01-07 37,792 -1,762 -1,622
2026-01-06 40,408 -1,762 -2,907
2026-01-05 28,698 -1,762 8,803
2026-01-02 25,229 -1,762 12,573
2025-12-30 28,653 -1,762 10,390
2025-12-29 29,826 -1,762 10,023
2025-12-26 33,180 -1,762 7,103
2025-12-24 40,212 -1,762 71
2025-12-23 34,474 -1,762 4,575
2025-12-22 -7,518 -1,762 10,570
2025-12-19 -4,206 -1,762 7,258
2025-12-18 -1,332 - 1,376
2025-12-17 219 - 1,071

์ง„์˜ ์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
68,753,513,969 44.98% 55.02%

์ง„์˜ ๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
๊ฐ€๊ตฌ์šฉ Sheet [์ œํ’ˆ] 83.33%
๊ฐ€์ „์šฉ Sheet [์ œํ’ˆ] 14.07%
๊ธฐํƒ€ [์ œํ’ˆ] 1.33%
์ƒํ’ˆ 1.24%
๊ธฐํƒ€ 0.03%

์ง„์˜ ๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 4,615 (8.82%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 0 (0%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-01-19 1,526 4,615 8.82%
2026-01-16 1,551 4,883 15.26%
2026-01-15 1,563 759 2.44%
2026-01-14 1,575 257 0.53%
2026-01-13 1,549 0 0.00%
2026-01-12 1,550 899 1.00%
2026-01-09 1,579 0 0.00%
2026-01-08 1,573 1,344 2.05%
2026-01-07 1,550 147 0.29%
2026-01-06 1,571 370 0.93%
2026-01-05 1,586 376 1.06%
2026-01-02 1,598 0 0.00%
2025-12-30 1,616 14 0.04%
2025-12-29 1,623 243 1.82%
2025-12-26 1,619 980 1.10%
2025-12-24 1,609 2,845 9.08%
2025-12-23 1,600 3,952 3.71%
2025-12-22 1,642 155 0.39%
2025-12-19 1,640 1 0.00%
2025-12-18 1,642 863 0.98%
2025-12-17 1,687 304 0.76%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-01-15 1,563 0 0.00%
2026-01-14 1,575 0 0.00%
2026-01-13 1,549 0 0.00%
2026-01-12 1,550 0 0.00%
2026-01-09 1,579 0 0.00%
2026-01-08 1,573 0 0.00%
2026-01-07 1,550 0 0.00%
2026-01-06 1,571 0 0.00%
2026-01-05 1,586 0 0.00%
2026-01-02 1,598 0 0.00%
2025-12-30 1,616 0 0.00%
2025-12-29 1,623 0 0.00%
2025-12-26 1,619 0 0.00%
2025-12-24 1,609 0 0.00%
2025-12-23 1,600 0 0.00%
2025-12-22 1,642 0 0.00%
2025-12-19 1,640 0 0.00%
2025-12-18 1,642 0 0.00%
2025-12-17 1,687 0 0.00%
2025-12-16 1,670 0 0.00%
2025-12-15 1,740 0 0.00%

์ง„์˜ ์—…์ข… ๋‚ด ๋น„๊ต

ํ™”ํ•™ ์—…์ข…(123๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ ์ง„์˜ ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 271.072 8,602.58 114์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) -5.012 19.5 95์œ„
PBR 0.775 1.78 69์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) -8.088 -6.95 88์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) - - -์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) -8.589 -7.23 97์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) -10.367 -3.24 92์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 64.032 82.71 55์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 342.208 13,616.81 107์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) -29.393 156.37 95์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) -35.478 -193.46 91์œ„