BOTTOMUPQUANTAPPROACH Telegram 11257
「실리콘투」 2Q25 실적발표

08/11 14:21 DART 공시

◆ 수급 정보
- 종목주인: 기관
- 수급레벨: 찬집

◆ 실적 정보
- 매출액 2653억원 (46% y // 8% q)
- 영업익 522억원 (34% y // 9% q)
- 순이익 356억원 (7% y // -8% q)
→ 과거 6개 분기 평균치(18.8%)를 상회하는 OPM(19.7%) 발표

◆ 퀀트 결론
- 실적강도(SUE): 저분위 (컨센 부합)
- 센티먼트(△P/E): 고분위 (주도주)

☞ 이는 주가 Drift가 발생하기에 무의미한 「NO POSITION」 실적임을 알려드립니다!
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「실리콘투」 2Q25 실적발표

08/11 14:21 DART 공시

◆ 수급 정보
- 종목주인: 기관
- 수급레벨: 찬집

◆ 실적 정보
- 매출액 2653억원 (46% y // 8% q)
- 영업익 522억원 (34% y // 9% q)
- 순이익 356억원 (7% y // -8% q)
→ 과거 6개 분기 평균치(18.8%)를 상회하는 OPM(19.7%) 발표

◆ 퀀트 결론
- 실적강도(SUE): 저분위 (컨센 부합)
- 센티먼트(△P/E): 고분위 (주도주)

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

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