BOTTOMUPQUANTAPPROACH Telegram 11154
「삼성물산」 2Q25 실적발표

07/30 15:55 DART 공시

◆ 수급 정보
- 종목주인: 기관
- 수급레벨: 적정

◆ 실적 정보
- 매출액 10조 0221억원 (-9% y // 3% q)
- 영업익 7526억원 (-16% y // 4% q)
- 순이익 3527억원 (-39% y // -52% q)
→ 과거 6개 분기 최저치(3.8%)를 하회하는 NPM(3.5%) 발표하며 DERATING 가능성

◆ 퀀트 결론
- 실적강도(SUE): 저분위 (컨센 부합)
- 센티먼트(△P/E): 중분위 (시장 동행)

☞ 이는 주가 Drift가 발생하기에 무의미한 「NO POSITION」 실적임을 알려드립니다!
2👍2



tgoop.com/bottomupquantapproach/11154
Create:
Last Update:

「삼성물산」 2Q25 실적발표

07/30 15:55 DART 공시

◆ 수급 정보
- 종목주인: 기관
- 수급레벨: 적정

◆ 실적 정보
- 매출액 10조 0221억원 (-9% y // 3% q)
- 영업익 7526억원 (-16% y // 4% q)
- 순이익 3527억원 (-39% y // -52% q)
→ 과거 6개 분기 최저치(3.8%)를 하회하는 NPM(3.5%) 발표하며 DERATING 가능성

◆ 퀀트 결론
- 실적강도(SUE): 저분위 (컨센 부합)
- 센티먼트(△P/E): 중분위 (시장 동행)

☞ 이는 주가 Drift가 발생하기에 무의미한 「NO POSITION」 실적임을 알려드립니다!

BY [DAOL퀀트 김경훈] 바텀업 전략




Share with your friend now:
tgoop.com/bottomupquantapproach/11154

View MORE
Open in Telegram


Telegram News

Date: |

With the administration mulling over limiting access to doxxing groups, a prominent Telegram doxxing group apparently went on a "revenge spree." Earlier, crypto enthusiasts had created a self-described “meme app” dubbed “gm” app wherein users would greet each other with “gm” or “good morning” messages. However, in September 2021, the gm app was down after a hacker reportedly gained access to the user data. During a meeting with the president of the Supreme Electoral Court (TSE) on June 6, Telegram's Vice President Ilya Perekopsky announced the initiatives. According to the executive, Brazil is the first country in the world where Telegram is introducing the features, which could be expanded to other countries facing threats to democracy through the dissemination of false content. Choose quality over quantity. Remember that one high-quality post is better than five short publications of questionable value. In handing down the sentence yesterday, deputy judge Peter Hui Shiu-keung of the district court said that even if Ng did not post the messages, he cannot shirk responsibility as the owner and administrator of such a big group for allowing these messages that incite illegal behaviors to exist.
from us


Telegram [DAOL퀀트 김경훈] 바텀업 전략
FROM American