LG헬로비전 037560 ->CJ헬로비전

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LG헬로비전(A037560) | Snapshot | 기업정보 | Company Guide

- 탑라인 성장 정체 중립(유지) 목표주가: 3,600 원(하향) 현재주가: 3,400 원 상승여력: 5.9% -
  SK증권 - 2024.05.10 1715300840578.pdf (pstatic.net)
- 본업이 개선되어야 하는데 투자의견 Marketperform 시장수익률,  6개월 목표주가 4,000 유지
  현재주가 (24.02.07) 3,875 - 대신증권 - 2024.02.08 1707360630587.pdf (pstatic.net)
- 신사업에 대한 잠재력은 확인 중립(유지) 목표주가: 3,900 원(유지) 현재주가: 3,875 원
  상승여력: 0.6% -SK증권 - 2024.02.08 1707358981576.pdf (pstatic.net)
- 계속해서 부진한 실적 투자의견 Marketperform 시장수익률, 유지 6개월 목표주가 4,000 하향 
  현재주가 (23.11.07) 3,460 - 대신증권 - 2023.11.08 1699404196083.pdf (pstatic.net)
- 실적부진에 따른 투자의견 하향 중립(하향) 목표주가: 3,900 원(하향) 현재주가: 3,460 원 
  상승여력: 12.7% - SK증권 - 2023.11.08 1699399820775.pdf (pstatic.net)
- 아직도 많이 아쉽다 투자의견 Marketperform 시장수익률, 유지 6개월 목표주가 4,600 하향
  현재주가 (23.08.08) 4,025 - 대신증권 - 2023.08.09 1691545420482.pdf (pstatic.net)
- 알뜰폰 활성화 기대감과 전기차 충전 사업 그룹 시너지 기대 매수(유지) | T.P 5,300 원(유지) 
  주가(23/08/08) 4,025 원 - SK증권 - 2023.08.09 1691542181763.pdf (pstatic.net)
- 수익성 개선에 집중할 2023 년 매수(상향) T.P 6,300 원(유지) 주가(22/11/04) 4,755 원 -
  SK증권 - 2022.11.07 
  Microsoft Word - C003_UNIT_20221104111523_2500050.doc (hankyung.com)
- 성장성은 낮으나, 수익성은 개선 중립(유지)｜T.P 6,300 원(유지) 주가(22/08/05) 5,590 원 -
  SK증권 - 2022.08.08
  Microsoft Word - C003_UNIT_20220805131233_2500050.doc (hankyung.com)
- TV 매출이 아직은 부진 투자의견 Marketperform 시장수익률, 유지 6개월 TP 7,200 유지
  현재주가 (22.05.13) 5,900 - 대신증권 - 2022.05.16  analysis.downpdf (hankyung.com)
- 반등 가능성 확인 중립(유지)｜T.P 6,300 원(유지) 주가(22/05/13) 5,900 원 - 
  SK증권 - 2022.05.16
  Microsoft Word - C003_UNIT_20220513110640_2500050.doc (hankyung.com)
- 수익성 개선과 콘텐츠 강화 중립(유지) T.P 6,300 원(하향) 주가(21/12/09) 5,730 원 -
  SK증권 - 2021.12.10
  Microsoft Word - C003_UNIT_20211208083558_2500050.doc (hankyung.com)
- 변화의 이유와 필요성 중립 (유지) 목표주가 5,000원 현재가 (5/26) 4,965원 -
  IBK투자 - 2021.05.27 20210527073936400_ko.pdf 
- 유료방송 매출액 약세…'보유'로 하향-KB - 2021.04.01
  news.naver.com/main/read.nhn?mode=LSD&mid=sec&sid1=001&oid=018&aid=0004890252
- 영업이익 회복세…2020년 342억원 - 2021.02.03
  news.naver.com/main/read.nhn?mode=LSD&mid=sec&sid1=001&oid=138&aid=0002098433
- 인수가 확정, 시너지에 주목할 때 Hold 유지 TP (유지, 원) 7,900 현재가  (2/27, 원) 9,530 -
  KB증권 - 2019.02.28
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=515366
- LG유플러스의 CJ헬로 인수 결정(언론자료 기준) - 신한투자 - 2019.02.11 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=512616
- 수익성 개선세 지속 매수 (유지) 주가 (12월 7일) 10,050원 목표주가 12,000원 (유지) 
  상승여력 19.4% - 신한투자 - 2018.12.10 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=505278
- 반가운 수익성 개선 매수 (유지) 주가 (11월 6일) 9,570원 목표주가 12,000원 (유지) 
  상승여력 25.4% - 신한투자 - 2018.11.08
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=500412
- 3Q Review : 렌탈이 심상치 않다 투자의견 BUY (M) TP 12,500원 (M) 주가 (11/7) 9,350원 
  상승여력 34% - 유안타증권 - 2018.11.08 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=500432
- 2Q18 Review - 펀더멘털에 대한 우려 HOID 목표주가 10,000원 (11%) 현재주가 9,010 원 -
  삼성증권 - 2018.08.09 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=489004
- 수익성은 하락세, M&A 기대감은 지속 중립(유지) - 한국투자 - 2018.08.09 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=488973
- 반가운 ARPU 반등 매수(유지)｜T.P 10,400 원(유지) - SK증권 - 2018.08.09 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=488880
- 2Q18 Preview: 수익성 하락 vs M&A 기대감 중립(유지) 주가(6/26) 10,900 - 
  한국투자 - 2018.06.28 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=482851
- M&A 가치로 평가 투자의견(유지) Trading Buy TP(12M,상향) ▲ 12,000원 상승여력 19%
  주가(18/06/27) 10,100원  - 미래에셋대우 - 20018.06.28
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=482843
- 산업의 방향성에 집중하자 매수 (유지) 주가 (5 월 4 일) 9,000 원 TP 11,000 원 (유지) 
  상승여력 22.2% - 신한투자 - 2018.05.08 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=476087
- 외적인 변화에 주목 BUY TP(12M): 10,800원(하향) CP(4월 19일): 8,200원 - 
  하나대투 - 2018.04.20 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=473347
- 기초 체력은 회복! 재도약 가능성에 주목할 시점 Hold (maintain) TP 7,000원 
  현재가(03/20) 8,320원  - 이베스트증권 - 2018.03.21
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=469145
- 소용돌이 속에서도 내 갈 길을 간다 매수 (유지) 주가 (3 / 12 ) 8,640 원 TP 11,000 원 (유지)
  상승여력 27.3% - 신한투자 - 2018.03.13
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=468263
- 4Q17 Review - 무난한 실적, M&A 가능성에 주목 TP 10,000원 (24.1%) 현재주가 8,060 원-
  삼성증권 - 2018.02.08
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=464272
- 4Q17 Review: 내실 다지기에 주력 Trading Buy 적정주가 (12 개월) 8,800 원 
  현재주가 (2.7) 8,060 원  상승여력 9.2% - 메리츠증권 - 2018.02.08 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=464251
- 실적 정상궤도 진입 중 투자의견 BUY 매수, 유지 6개월 목표주가 10,700 유지 
  현재주가 (18.02.07) 8,060 -  대신증권 -  2018.02.08
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=464205
- 4Q 리뷰 : Not Bad 투자의견 BUY (M) 목표주가 12,500원 (M) 현재주가 (2/7) 8,060원 
  상승여력 55% - 유안타증권 - 2018.02.08
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=464190
- 프로그램 사용료 증가 등 비용구조 개선이 쉽지 않은 환경 Hold 유지 TP (유지, 원) 7,900 
  Upside (%) -2.0 현재가 (2/7, 원) 8,060 -    KB증권 - 2018.02.08
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=464140
- 매각 모멘텀 부각 Buy(Maintain) 목표주가(12M) 11,000 원 종가 (2018/02/01 9,060 원 -
  하이투자 - 2018.02.05
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=463459
- 경영권 매각의 이슈가 주가 드라이버 Hold  TP(상향, 원) 7,900 Upside / Downside (%) -9.7
  현재가 (1/24, 원) 8,750 -  KB증권 - 2018.01.25 
http://rdata.kbsec.com/pdf_data/KO_E1_201801240829_00_CC_11__201801240829_SE17240.pdf
- 주요 지표는 흔들림이 없다 Trading Buy 적정주가 (12개월) 7,800원 - 메리츠증권 - 2017.11.14 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=452148
- 방송 ARPU 반등에 성공 매수 (유지) 주가 (11 월 6 일) 6,810 원 TP 10,000 원 (하향) 
  상승여력 46.8% - 신한투자- 2017.11.08 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=450986
- 오랜만에 보여준 본업 성장 투자의견 BUY 매수, 유지 6개월 TP 10,700 하향 
  현재주가(17.11.06) 6,810 - 대신증권 - 2017.11.07
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=450788
- 3Q Review : 바닥을 다지고 있다 투자의견 BUY (M) 목표주가 12,500원 (M) 
  현재주가 (11/6) 6,810원 상승여력 84% -유안타증권 - 2017.11.07
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=450787
- 이익 성장이 필요한 국면 old유지/TP:7,700원하향/CP:6,810원 - NH투자 - 2017.11.07 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=450768

- 2Q17 Preview: 비용 증가로 수익성 약화 중립(유지) - 한국투자 - 2017.07.11  
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=434355
-  디지털 케이블 TV 및 LTE MVNO 가입자가 지속적으로 증가하면서 CJ 헬로비전 가입자의 질이 
  지속적으로 향상되고 있다. 양질의 가입자를 바탕으로 2017 년을 기점으로 실적의 정상화가 
  예상된다. 또한 알뜰폰 사업자에게 불리할 수 있었던 기본료 폐지가 통신비 인하 정책에서 
  제외되며 불확실성도 제거된 상태이다." - SK증권 - 2017.06.29 - SK20170629cj헬로비전.pdf