광고산업 미디어

카카오M 016170

썬필이 2017. 11. 3. 06:17

http://comp.fnguide.com/SVO2/asp/SVD_Main.asp?pGB=1&gicode=A016170&cID=&MenuYn=Y&ReportGB=&NewMenuID=101&stkGb=701 

 

카카오M(A016170) | Snapshot | 기업정보 | Company Guide

카카오M 016170 | 12월 결산 | <!-- Kakao M | --> 홈페이지 홈페이지http://www.kakao-m.com 전화번호 전화번호02-2280-7700 | IR 담당자 02-2280-7830 주소 주소서울시 강남구 삼성동 테헤란로103길 17 (삼성동, 정석빌

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- TOPONE 의 현주소 Buy(유지 ) 목표주가 (하향 ): 96,000원 현재 주가(5/30) 83,600원
  상승여력 ▲ 15% - 한화증권 - 2018.06.01
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=479855
- 합병 시너지 기대 투자의견(유지) 매수 목표주가(12M,하향) ▼ 104,000원
  현재주가(18/05/29) 85,800원 상승여력 21% - 미래에셋대우 - 2018.05.30
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=479451
- 징수규정 최종안 확인 필요 투자의견 BUY (M) 목표주가 100,000원 (D) 
  현재주가 (5/11) 89,300원 상승여력 12% - 유안타증권 - 2018.04.15
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=477131
- 경쟁 심화의 데자뷰(deja vu) 목표주가 120,000원 (14.8%) 주가 104,500원 - 
  삼성증권 - 2018.04.12 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=472358
- 이제는 음악으로 감정을 표현하는 시대  BUY I TP(12M): 140,000원  CP(3월 30일): 109,800원 -
  하나대투 - 2018.04.02
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=470398
- 종합 컨텐츠 기업으로 도약 Buy 신규 목표주가 (원) 135,000 현재가 (3/14, 원) 112,100  -
  KB증권 - 2018.03.15
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=468489
- 4Q17 Review - 우려는 오히려 기회 목표주가 140,000원 (29.5%) 주가 108,100 원 -
  삼성증권 - 2018.02.09 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=464636 
- 4Q17 Review Buy (maintain ) 목표주가 150,000 현재주가 108,100원 - 
  이베스트증권 - 2018.02.09 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=464502
- 하반기부터는 수출주로 도약. SKT 우려는 같은 실수를 반복하는 것 BUY I TP(12M): 140,000원 
  CP(2월 8일): 108,100원 - 하나대투 - 2018.02.09 
https://www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2018/02/08/loen_180209.pdf
- 4분기는 비용 증가 BUY / TP 135,000원 현재주가 (1/25) 상승여력 113,100원 19.4% -
  현대차투자 - 2018.01.26
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=461738
- 카카오를 타고 뉴미디어로 BUY 목표주가 140,000원 (17.8%) 현재주가 118,800원 -
  삼성증권 - 2018.01.18
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=460550
- ‘더 보이즈’로 보는 달라진 컨텐츠 전략,기대되는 하반기 BUY TP(12M): 140,000원 
  CP(1/16): 14,600원 -  하나대투 - 2018.01.17
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=460210
- 컨텐츠 경쟁력도 확대될 독보적 1위 사업자 BUY TP(12M): 140,000원(상향) 
  CP(12월 11일): 112,300원 -  하나대투 - 2017.12.12
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=456234
- 음성 인식 스피커를 통한 제 2의 성장기 진입 투자의견 매수 목표주가(12M,상향) ▲ 126,000원
  현재주가(17/11/09) 104,400원 상승여력 21% - 미래에셋대우 - 2017.11.13 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=451857
- 3Q17 Review - 풍부한 모멘텀 요인 목표주가 120,000원 (14.9%) 주가 104,400 원 -
  삼성증권 - 2017.11.10
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=451504
- 2018년 新성장사업 구체화 기대 투자의견 BUY (M) 목표주가 117,000원 (U) 
  현재주가 (11/9) 104,400원  상승여력 12% - 유안타증권 - 2017.11.10
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=451454
- 3Q17 Review Buy (maintain) 투자의견 Buy를 유지하고 목표주가  130,000원 -
  이베스트증권 - 2017.11.10
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=451441
- 일회성 비용반영 BUY / TP 135,000원 - 현대차투자 - 2017.11.10
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=451327
- 2018년은 독주  BUY I TP(12M): 130,000원 I CP(11월 9일): 104,400원 - 
  하나대투 - 2017.11.10 
https://www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2017/11/09/loen_171110.pdf

- 리레이팅의 시점 Buy (유지 ) 목표주가(상향): 125,000원 - 한화증권 - 2017.10.26 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=448607
- 역사적 신고가를 돌파하는 3가지 이유  BUY TP(12M): 130,000원  CP(10월 20일): 109,400원 -
  하나대투 - 2017.10.23
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=447656
- 음성 UI는 새로운 모멘텀 목표주가 120,000원 (26.8%) 주가 94,600원 - 삼성증권 - 2017.10.18 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=447450 
- 빠르면 2019년 또 한번의 음원 가격인상 전망 . TP(12M): 130,000원 I CP(6월 27일): 83,800원 -
  하나대투 - 2017.06.27
https://www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2017/06/27/loen_170628.pdf
- 1Q17 영업수익과 영업이익 39% YoY, 25% YoY 증가 
-  콘텐츠 부분 안정적인 성장 지속,  매니지먼트 일시적 부진  
   투자의견 BUY, 목표주가 115,000원 유지" - KB증권 - 2017.05.12 - KB20170512로엔.pdf
- 키포인트는 멜론. 카카오와의 시너지, 출혈경쟁 완화로 멜론의 지속 성장 전망" -
  동부증권 -2017.04.21 동부20170421엔터테인먼트.pdf

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