효성 004800

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효성(A004800) | Snapshot | 기업정보 | Company Guide

- 효성티앤에스의 실적호조로 고배당 가능할 듯 Buy(Maintain) 목표주가(12M) 60,000원(하향)
  종가(2024.08.02) 43,250원 상승여력 38.7 % - 하이투자 - 2024.08.05 downpdf (hankyung.com)
- 분할 결정. 바뀐 건 없다 투자의견 BUY 매수, 유지 6개월 목표주가 79,000 유지
  현재주가 (24.02.23) 63,200 - 대신증권 - 2024.02.26 1708910774568.pdf (pstatic.net)
- 지분법 손실로 예상을 하회 투자의견 BUY 매수, 유지 6개월 목표주가 79,000 하향
  현재주가(24.01.29) 61,900 - 대신증권 - 2024.01.30 1706576126328.pdf (pstatic.net)
- 효성중공업의 약진 및 배당수익률 7.2% Buy (Maintain) 목표주가(12M) 87,000 원(하향) 
  종가(08/04) 62,500 원 여력 39.2% - 하이투자 - 2023.08.07 1691365691855.pdf (pstatic.net)
- 지분법 자회사 실적 호전 기대 투자의견 BUY 매수, 유지 6개월 목표주가 82,000 유지
  현재주가 (23.05.26) 65,800 - 대신증권 - 2023.05.30 1685412138623.pdf (pstatic.net)
- 지분법 손실로 어닝 쇼크 투자의견 BUY 매수,  6개월 TP 82,000 하향 주가 (22.10.31) 68,500 - 
  대신증권 - 2022.11.01 analysis.downpdf (hankyung.com)
- 고배당주 매력적 Buy (Maintain) TP(12M) 100,000 원(하향) 종가(2022/08/19) 76,300 원
  상승여력 31.1 % -  하이투자 - 2022.08.22  analysis.downpdf (hankyung.com)
- 불확실성 시대 고배당주와 함께 Buy (Maintain) 목표주가(12M) 120,000 원(하향)
  종가(02/24) 83,500 원 여력 43.7 % -  하이투자 - 2022.02.25 analysis.downpdf (hankyung.com)
- 4Q Preview: 호실적 지속 Buy(유지) 목표주가(하향): 140,000원  주가(1/5) 93,500원 
  상승여력 ▲49.7% -  한화증권 - 2022.01.06  analysis.downpdf (hankyung.com)
- 친환경 에너지 진출로 상승 전망"  - 하이투자 - 2021.03.02
  news.naver.com/main/read.nhn?mode=LSD&mid=sec&sid1=001&oid=003&aid=0010369341
- 실적 부진해도 배당은 OK 투자의견 BUY 매수, 유지 6개월 목표주가 90,000유지 
  주가(07.23) 66,000 - 대신증권 -  2020.07.24
  consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=566663
- 회계 변경과 중공업 쇼크 투자의견 BUY 매수, 유지 6개월 목표주가 90,000 하향 
  주가 (20.04.29) 69,800 - 대신증권 - 2020.05.04
  http://consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=558895
- 아직도 배당수익률이 높다 Buy (Maintain) 목표주가(12M) 90,000 원(유지) 
  종가(2019/03/04) 76,900 원 -  하이투자 - 2019.03.06
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=516006
- 지속가능한 배당으로 추정한 현 배당수익률 8.3% BUY(신규) TP(12M): 85,000원 
  CP(1월 25일): 60,000원 - 하나대투- 2019.01.29
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=510862
- 배당, 실적 모두 좋다 투자의견 BUY 매수, 유지 6개월 목표주가 73,000 유지 
  현재주가 (19.01.22) 55,300 - 대신증권 -  2019.01.23
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=510127
- PBR 0.3배로 절대 저평가 영역 Buy(Maintain) 목표주가(12M) 65,000원 
  종가(2018/08/31) 45,900원 - 하이투자 - 2018.09.03
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=491978
- 분할 재개시 시총 5.25.조원 내외 전망  BUY(유지 ) 목표주가 (유지 ) 175,000원 
  주가(05/24) 132,500원 Up/Downside +32 .1% - 동부증권 - 2018.05.25
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=478692
- 산자 Surprise가 기업분할 이벤트 불씨 살렸다 Buy 유지 TP 180,000 원 유지 
  현재가(04/25) 125,000 원 - 교보증권 - 2018.04.27
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=474548
- 아쉽지만 2분기를 기대 매수 (유지) 주가 (4 / 25 ) 125,000 원 목표주가 165,000 원 (유지) 
  여력 32.0% - 신한투자 - 2018.04.26
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=474346
- 4분기만에 증익 전환 BUY(Maintain) 목표주가: 165,000원 주가(4/25): 125,500원 - 
  키움증권 - 2018.04.26 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=474209
- 예상치를 소폭 하회한 실적. 주가는 바닥권 BUY I TP(12M): 150,000원 
  CP(4월 25일): 125,000원 -  하나대투 - 2018.04.26
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=474182
- 재상장 승인 & 3월 이후 실적 개선, 재평가 임박 Buy 유지 TP 180,000 원 하향 
  현재가(03/14) 122,000 원 - 교보증권 - 2018.03.15
   http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=468504
- 2가지 큰 악재에서 탈출 매수 (유지) 주가 (3 월 7 일) 120,000 원 TP 165,000 원 (하향) 
  여력 37.5% - 신한투자 - 2018.03.08 
   http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=467644
- 비용 반영의 17 년, 분할 원년인18 년 BUY(유지 ) 목표주가 (유지 ) 175,000 원 
  현재주가(02/06) 127,500원 Up/Downside +37.3% - 동부증권 - 2018.02.07
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=463977
- 4Q17 실적은 시장 기대수준을 하회 Buy  TP (유지, 원) 160,000 Upside / Downside (%) 25.5
  현재가 (2/6, 원) 127,500 - KB증권 - 2018.02.07
   http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=463926
- 4Q17 원가부담으로 실적 부진. 2018년 상반기 원가부담 극복이 관건 BUY 
 TP(12M): 150,000원(하향) CP(2월 6일): 127,500원 - 하나대투 - 2018.02.07
https://www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2018/02/06/Hyosung_4Q17%20Review_20180206.pdf
- 지주사 전환과 뚜렷한 실적개선이 나타날 2018년을 바라보자 매수 (유지) 목표주가 190,000원
  현재가 (1/19) 127,500원 - IBK투자 - 2018.01.23
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=461133
- 4Q17 프리뷰: 원료가격 상승과 구조조정 비용 반영 Buy 유지 목표주가 (하향, 원) 160,000
  Upside / Downside (%) 26.5  현재가 (1/16, 원) 126,500 -  KB증권 - 2018.01.17
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=460298
- 결국은 인적분할보다 실적이 주가의 모멘텀 BUY  TP(12M): 170,000원 I CP(1/5): 143,000원 -
  하나대투 -  2018.01.08
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=458629
- 합병 20년만에 분할 BUY(Maintain) 목표주가: 210,000원 주가(1/3): 147,500원 - 
  키움증권 - 2018.01.05 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=458369
- 지주사 전환 발표! 그래도 여전히 중요한 포인트는 실적 매수 (유지) 목표주가 190,000원
  현재가 (1/3) 147,500원 - IBK투자 - 2018.01.05
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=458321
- 지주사 전환에 따른 저평가 해소 기대 매수 (유지) 주가 (1/ 3 ) 147,500 원  상승여력 22.0%
  목표주가 180,000 원 (유지) - 신한투자 - 2018.01.05
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=458434
- 분할 결정에 따른 주가 상승여력 점검 BUY I TP(12M): 170,000원 I CP(1월 3일): 147,500원 -
  하나대투 -2018.01.04 
https://www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2018/01/04/Hyosung_180104_2.pdf
- 원가 부담의 해소 단계 Buy유지/TP:190,000원유지/CP:135,000원 - NH투자 - 2017.12.01 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=455044
- 변신을 위한 고통 매수 (유지) 주가 (11 월 10 일) 129,500 원 목표주가 180,000 원 (하향) 
  상승여력 39.0% - 신한투자 - 2017.11.13
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=451790
- 3Q17 실적은 시장 기대수준 하회 Buy 유지 목표주가 (하향, 원) 170,000 - KB증권 - 2017.11.13 
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=451778
- 내년 물량 증가 효과를 고려할 시점 BUY(Maintain) 목표주가: 200,000원 주가(11/9): 134,500원 -
  키움증권 - 2017.11.10
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=451396
- 컨센을 하회한 실적. 4Q17 실적 확인 전까지는 조심스럽다 BUY I TP(12M): 170,000원(하향) 
  CP(11월 9일): 134,500원 - 하나대투 - 2017.11.10
https://www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2017/11/09/Earnings%20Review%203Q17_Hyosung_20171109_4.pdf
- 2018년 속살이 드러난다 매수 (유지) 현재주가 (11/ 3 ) 138,000 원 목표주가 190,000 원 (유지) 
  여력 37.7% - 신한투자 - 2017.11.07
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=450809

- 호재를 기대할 시간 Buy유지/TP:190,000원유지/CP:158,000원 - NH투자 - 2017.07.24
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=436300
- [실적 신뢰도 회복 & 인적 분할] 기대, Top-Pick Buy 유지 TP 220,000 원 유지 - 
  교보증권 - 2017.07.24
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=436303
- 중공업 부진은 이연의 결과일 뿐, 변한 것은 없다 목표주가 210,000원 현재가 (7/14) 168,500원 -
  IBK투자 - 2017.07.17
   http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=435166
- 실적 모멘텀 부각으로 차별적 주가 상승 지속 기대, Top-pick 추천
  2분기 영업이익 2,723억원(QoQ +400억원), 건설 제외한 全 부문 개선"  -
  교보증권 - 2017.06.28 -  교보20170628효성.pdf
- 효성그룹의 실질적인 사업지주회사 ⇒ 지주회사 전환 적절한 시기로 가능성 증대 될듯" -
  하이투자 - 2017.06.05 - 하이20170605효성.pdf
- 원가경쟁력 및 시장지배력에 힘입어 Multiple 상승 지속, Top-pick 추천
  2분기 영업이익 2,911억원(QoQ +588억원), 시장 기대치 충족 -
  교보증권 -2017.05.30 -  교보20170530효성.pdf
- NF3 대규모 설비 증설과 전방 산업의 공격적 증설로 영업이익 증가가 예상됨.
  이외의 화학 및 산업자재 부문에서는 원가 절감과 생산량 확대로 2017년 영업이익 증가를 
  주도할 전망" - NH투자 -2017.05.10 - NH투자20170510효성.pdf
- 1Q17 영업이익 2,323억원(+8.0% QoQ)으로 기대치 상회
  2Q17 영업이익 3,071억원(+32.2% QoQ) 전망: 4대 핵심 사업부 이익 모두 개선
  목표주가 190,000원으로 2.7% 상향, ‘매수’ 유지. 1Q17 실적 불안감 컸으나 해소 -
  신한투자 -2017.04.26 - 신한20170426효성.pdf
- 1Q17 산업자재와 화학에서 실적 호전 -2Q17 영업이익은 3,262억원으로 전년과 유사할 전망
  투자의견 BUY, 목표주가 16만원 유지 - KB증권 -2017.04.26 KB20170426효성.pdf