HD 한국조선해양 009540 --> 구)현대중공업

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한국조선해양(A009540) | Snapshot | 기업정보 | Company Guide

- 2Q24 Preview 알짜배기 일감 지속 Not Rated 현재주가 (7.5) 155,700 원 -
  메리츠증권 - 2024.07.08 downpdf (hankyung.com)
- 삼호는 신이에요 매수(유지) 목표주가: 170,000 원(상향) 현재주가: 127,300 원
  상승여력: 33.5% - SK증권 - 2024.04.26 1714091465364.pdf (pstatic.net)
- 방향성 여전히 유효 매수(유지) 목표주가: 155,000 원(유지) 현재주가: 117,600 원
  상승여력: 31.8% - SK증권 - 2024.04.15 1713142360539.pdf (pstatic.net)
- 삼호와 현중이 견인, 하반기부터 미포의 백업 매수(유지) 목표주가: 155,000 원(상향)
  현재주가: 120,400 원 상승여력: 28.7% -SK증권 - 2024.02.07 1707264462473.pdf (pstatic.net)
- 3 분기 컨센서스 하회, 현대삼호중공업은 견조 매수(유지) TP 135,000 원(하향) 주가: 96,900 원
  상승여력: 39.3% - SK증권 - 2023.10.27 1698365055477.pdf (pstatic.net)
- 현대삼호중공업이 견인하는 벨류업 매수(유지)  T.P 155,000 원(상향) 주가(07/19) 126,500 원 -
  SK증권 - 2023.07.20 1689808946538.pdf (pstatic.net)
- 깨물면 가장 아플 손가락, 현대삼호중공업 매수(신규편입) | T.P 118,000 원(신규편입) 
  주가(23/05/23) 96,400 원 -SK증권 - 2023.05.24 1684884096433.pdf (pstatic.net)
- 4Q22 Review: 인건비 상승분 일회성 반영 - 
  메리츠증권 - 2023.02.08 analysis.downpdf (hankyung.com)
- 자회사 주가 부진 + 중간지주사 성격 강화 매수(유지)T.P 100,000 원(하향) 
  주가(22/11/09) 77,100 원 -  SK증권 - 2022.11.10
  Microsoft Word - C003_UNIT_20221109080815_2502068.doc (hankyung.com)
- 운임 하락기 진입 매수(유지)｜T.P 120,000 원(유지) 주가(22/04/17) 97,700 원 - 
  SK증권 - 2022.04.20
  Microsoft Word - I001_20220417205423_2502068.doc (hankyung.com)
- 좋아진 수주는 실적으로 투자의견 Marketperform 시장수익률, 유지 6개월 TP 90,000 유지
  현재주가 (22.02.12) 81,400 -   대신증권 - 2022.02.15  analysis.downpdf (hankyung.com)
- 통상임금 충당금 반영, 새로운 길을 모색 투자의견 BUY 매수, 상향 6개월 TP 107,000 유지
  현재주가 (22.01.18) 90,300 - 대신증권 - 2022.01.19 analysis.downpdf (hankyung.com)
- 2022년 사업계획 발표, 수주 감소, 매출 증가 투자의견 Marketperform 시장수익률, 유지 6개월
  TP 107,000 주가 (22.01.03) 94,00 - 대신증권 - 2022.01.05  analysis.downpdf (hankyung.com)
- EU 기업결합심의 결과가 무엇이든 악재는 아니다 매수(유지)｜T.P 120,000 원(하향)
  주가(21/12/14) 97,200 원 - SK증권 - 2021.12.15
  Microsoft Word - C003_UNIT_20211214134805_2502068.doc (hankyung.com)
- 4개 선종의 수주 점유율 평균 55% 달성 BUY I TP(12M): 200,000원 I CP(6월 9일): 138,000원 -
  하나대투 - 2021.06.10
https://www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2021/06/09/210610_ksoe.pdf
- 올해 발주된 VL탱커도 절반 가까이 수주 BUY I TP(12M): 200,000원 I CP(4월27일): 150,000원 -
  하나대투 - 2021.04.28
www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2021/04/27/210428_ksoe_0.pdf
- 올해 1분기 발주된 VLGC 절반 가까이 수주 BUY I TP(12M): 200,000원(상향) 
  CP(4월21일): 135,500원 -  하나대투 - 2021.04.22
www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2021/04/21/210422_ksoe_0.pdf
- 세계 최초 LPG추진선은 한국조선해양이 건조한다 BUY I TP(12M): 170,000원 
   CP(11월13일): 92,300원 - 하나대투 - 2020.11.17 
www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2020/11/16/201117_HHI%20Update_0.pdf
- 리비아 석유 생산 급증, 수에즈탱커 수주 증가 기대 BUY TP(12M): 110,000원  
  CP(11/2): 79,600원 - 하나대투 - 2020.11.03 
www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2020/11/02/201103_HHI%20Update_0.pdf
- 2Q20 Review 영업이익 929 억원 기록하며 컨센서스 55.9% 상회 Buy(maintain)T/P 128,000원
  주가 91,000원 - 이배스트증권 - 2020.07.31
  consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=567353
- 수주 가뭄을, 해양과 컨테이너가 깨나? Buy (Maintain) TP(12M) 130,000원(유지) 
  종가(07/30) 91,000원 - 하이투자 - 2020.07.31
  consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=567367
- 주가는 업황 부진을 이미 반영 중 BUY TP 124,000원 현재주가 (6/25)  87,600원
  상승여력 41.5% - 현대차투자 - 2020.06.26
  consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=564330
- 카타르 100척에서, 조선 최선호주 Buy (Maintain) 목표주가(12M) 130,000원(유지) 
  현재주가(06/02) 98,100원 상승여력 32.5 % - 하이투자 -  2020.06.03
  consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=562510
- 1Q20 review 선명해지는 프리미엄 요인 투자의견 BUY 목표주가 107,000원 주가 82,700원 -
  삼성증권 - 2020.05.04
  http://consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=558963
- 실적은 OK, 이제 수주다 BUY TP 유지 130,000원 주가 (04/29) 82,700원 Up/Downside +57.2% -
  DB금융 - 2020.05.04
  http://consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=558981
- [1Q20 Preview] 그나마 제일 낫다 매수(유지)T.P 100,000 원(하향) 주가(20/04/09) 83,600 원 -
  SK증권 - 2020.04.10
  http://consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=556730
- 14.0%의 추가 이익 얻는 LPG추진선 발주 증가 예상 BUY TP(12M): 170,000원 
  CP(3월 5일): 110,500원 - 하나대투 - 2020.03.09
https://www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2020/03/06/20030309_HHI%20Update_0.pdf
- 인수 시너지 기반의 경쟁력 제고 기대 (Initiate) 매수 TP(12M,신규) 170,000 
  주가(19/04/16) 123,500원 상승여력 38% - 미래에셋대우 - 2019.04.17
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=521177
- 현대중공업그룹 대우조선해양 인수 관련 주주권리 안내 - 신한투자 - 2019.02.12 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=512848
- 카타르, LNG선 Slot 경쟁에 불을 지피다 BUY I TP(12M): 170,000원 I CP(1월 30일): 144,500원 -
  하나대투 - 2019.01.31
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=511323
- Scrubber 금지 11개국으로 확대, LNG추진 벌크선 투자 속도 낼 것 BUY TP(12M): 170,000원
  CP(1월 23일): 141,000원 - 하나대투 - 2019.01.24
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=510237
- 난해한 실적. 결국 핵심은 선가 목표주가 154,000원 (28.9%) 주가 119,500 원 - 
  삼성증권 - 2018.05.04 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=475824
- 저점은 확인, 잔고 증가에 주목하자 매수 (유지) 주가 (5 월 3 일) 119,500 원 
  목표주가 170,000 원 (하향) 상승여력 42.3% - 신한투자 - 2018.05.04
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=475810
- 선가상승, 하반기에 가파르게 나타날까 ? BUY(유지) TP (12M, 유지) 145 ,000원 
  현재주가 (5/3) 119,000원 - 유진투자 - 2018.05.04
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=475786
- 예견된 실적부진 Buy유지/TP:170,000원유지/CP:119,500원 - NH투자 - 2018.05.04 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=475746
- 1분기 실적은 컨센서스 큰 폭으로 하회 Hold 유지 목표주가 (유지, 원) 125,000 -
  KB증권 - 2018.05.04
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=475734
- 군산 공장 가동 중단은 구조조정 시대의 혜안 매수(상향)T.P 158,000 원(상향) 
  현재주가(04/16) 125,000 원 -  SK증권 - 2018.04.17
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=472939
- 1Q18 수주부진 , 2Q18에는 회복될까 ? BUY(유지 ) TP  (12M, 하향 ) 145,000원 
  현재주가 (4/2) 126,000 원 -  유진투자 - 2018.04.03 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=470944
- 맏형이 곡간을 채우면 신조선가가 오른다 BUY유지 TP:170,000원상향/CP:139,000원 -
  NH투자 - 2018.03.08
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=467557
- 맏형이 곡간을 채우면 신조선가가 오른다 BUY유지/TP:170,000원상향/CP:139,000원 -
  NH투자 - 2018.03.07
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=467557
- 두 번 듣는 실적부진은 놀랍지 않다 BUY(유지) TP(12M, 유지) 160,000원 
  현재주가(2/27) 129,000원 - 유진투자 -  2018.02.28
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=466735
- [4Q17 Review] 수주와 실적이 동시에 하락할 수 있다 중립(유지)T.P 150,000 원(하향) -
  SK증권 - 2018.02.12  
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=464945
- 4Q17 review: 예고된 실적 발표 목표주가 154,000원 (18.5%) 현재주가 130,000 원 -
  삼성증권 - 2018.02.12
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=464907
- 수주잔고 증가 확인 매수 (유지) 주가 (2 월 9 일) 130,000 원 목표주가 170,000 원 (유지) 
  상승여력 30.8% - 신한투자 - 2018.02.12
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=464870 
- 2018년 수주잔고 반등으로 선가 상승 가능할 것 BUY / TP 158,000원 주가 (2/9) 130,000원 
  상승여력 21.5% - 현대차투자 - 2018.02.12
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=464859
- Q확보 이후에는 P 상승 매수/ TP: 180,000(상향) 주가(1/19, 원) 133,500 - 
  한국투자 - 2018.01.23 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=461220
- 삼성중공업에 뒤이은 '때 이른' 실적쇼크 BUY(유지) TP(12M, 유지) 160,000원 
  현재주가(1/16) 136,000원 - 유진투자 - 2018.01.17
   http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=460333
- 더 이상 체력 비축의 필요는 없다 Buy, 적정주가 175,000원 - 메리츠증권 - 2018.01.17  
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=460363
- 유상증자 에 따른 희석화 효과 반영하여 목표주가 조정 Buy  목표주가 (하향 ) 180 ,000 원
  현재 주가(1/4) ▲124,500원 상승여력 44.6% - 한화증권 - 2018.01.05
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=458568
- 업황회복의 힘을 믿는다 BUY유지/TP:140,000원하향/CP:107,500원 - NH투자 - 2018.01.03
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=458216
- 우려가 현실로… Hold 유지 목표주가 (하향, 원) 110,000 Upside / Downside (%) 9.5
  현재가 (12/28, (12/28, (12/28,원) 100,500  - KB증권 - 2018.01.02
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=458064
- 삼성중공업에 뒤이은 '때 이른 ' 실적쇼크 BUY (유지 ) 목표주가(12M, 하향 ) 160,000 원
  현재주가 (12/26) 136,000원 - 유진투자 - 2017.12.28
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=457790
- 증자 발표. 취지는 이해하나, 규모는 과도 목표주가 144,000원 (5.9%) 현재주가 136,000원 -
  삼성증권 - 2017.12.28
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=457823
- 유상증자와 4분기 적자, 그러나 2018년에 보여줄 모습은 긍정적 Buy 유지  TP 160,000원 하향 -
  케이프증권 - 2017.12.27
  http://imgstock.naver.com/upload/research/company/1514338901443.pdf
- 마지막 보릿고개  Buy (maintain) 목표주가는 170,000 원으로 하향 조정 - 
  이베스트증권 - 2017.12.27
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=457667
- 유상증자 계획 공시 매수(유지) TP160,000원(하향) 주가(12/26) 136,000 - 
  한국투자 - 2017.12.27 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=457678
- 업황만 좋아진다면, 소외 될리 없는 1등 업체 TP 181,000원 (24.8%) 주가 145,000원 -
  삼성증권 -2017.11.29
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=454660
- 도크는 서서히 채워지고 있다 BUY TP: 240,000원 CP(11/17): 151,500원 - 
  하나대투 - 2017.11.20   
https://www.hanaw.com/download/research/FileServer/WEB/industry/industry/2017/11/19/2018%20Ship.pdf
- 3Q 실적 견고, 하지만 실적만으로는 살짝 부족 TP 165,000원 (5.4%) 현재주가 156,500 원 -
  삼성증권 - 2017.11.01
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=449806
- 계속된 환입으로 매출 감소 상쇄 매수(유지) 목표주가: 220,000원(유지) - 
  한국투자 - 2017.11.01 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=449637
- 무게 중심은 수주량 증대 ! T/P 210,000 - 동부증권- 2017.11.01
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=449781

- Libya Oil, 탱커 시장을 뜨겁게 달구고 있다  TP(12M): 240,000원 I CP(7월 18일): 168,500원 -
  하나대투 - 2017.07.19 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=435600
- 예상에 못 미치는 신규수주로 수주잔고 감소세 지속  
- 2분기 매출액과 영업이익은 컨센서스 부합할 전망  
  목표주가 170,000원 유지, 투자의견은 HOLD로 하향조정"  -
  KB투자 - 2017.06.28 -  KB20170628현대중공업.pdf
- 후판가격 상승은 조선주 주가 상승 신호 - TP(12M): 240,000- 하나대투 -2017.06.20 
https://www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2017/06/19/hyundai%20Heavy%200620.pdf
- 목표주가 200,000원, 투자의견 ‘매수’를 유지한다.
  목표주가는 분할 이후 현대중공업 존속법인의 BPS 200,595에 Target PBR 1.0배
  (2003~05년 발주 회복기 30% 할증)를 적용했다. 
  조선 업황 침체기 이후 회복기에 진입함에 따라 글로벌 1등 조선사의 수혜가 예상되어 
  20%를 추가로 할증했다 - 신한투자 -2017.05.10 -  신한20170510조선.pdf
- 현대중공업 투자의견 BUY, 목표주가 175,000원으로 커버리지를 재개한다.
  현대중공업은 단순히 조선, 해양플랜트뿐 아니라, 육상플랜트 사업도 영위 중이기 때문에, 
  목표주가 산정에 사용된 주가배수는 이를 조합할 필요가 있다.
  현대중공업 실적추정치(BPS 218,276원)에 당사는 PBR 0.8배를 적용했다.
  조선업종에서 거래중인 대형업체인 삼성중공업(PBR 0.68배, 시가총액 4조 2,705억원, 
  자본 6조 2,643억원)과의 1대1 비교는 적절치 못하다.  
  드릴십등 해양플랜트 관련 노출도가 전혀 다르기 때문이다.
  오히려, 건설업종의 해외 플랜트와의 직접비교를 통해 목표주가를 산출하는 것이 
  타당하다 판단된다." - 유진투자 - 2017.05.08 - 유진20170508현대중공업.pdf
- 10일 현대중공업(존속, KS009540), 현대로보틱스(신설/지주, KS267250), 
  현대일렉트릭앤에너지시스템(신설, KS267260), 현대건설기계(신설, KS267270) 4개사 분할 상장 
- 나누면서 커지는 기업가치 – 현재 기업가치로도 분할 시 적정주가 230,000원
-  전략은 다음과 같다. 목표 시총은 현대중공업 11.9조원(Target PBR 1.0배), 
  현대로보틱스 6.8조원(NAV로 산정),  
  현대일렉트릭 1.0조원(Target PBR 1.3배), 현대건설기계 1.6조원(Target PBR 2.0배)이다.
  따라서 목표 시총을 토대로 Upside를 감안하여 매수 range는 현대중공업 16만원 이하, 
  현대로보틱스 40만원 이하,  현대일렉트릭 20만원 이하, 현대건설기계 30만원 이하로 설정한다. -
  메리츠증권- 2017.05.08 - 메리츠20170508현대중공업.pdf
- 현대로보틱스가 코스피200에 포함되었기 때문에 현대중공업을 보유중인 인덱스펀드는
  3개 회사를 매도하고, 현대로보틱스 매수 가능성이 높다.  
 재상장 이후 단기 변동성은 클 것이다.- 이베스트 -2017.04.25  이베스트20170425현대중공업.pdf