BOTTOMUPQUANTAPPROACH Telegram 11308
「솔브레인」 2Q25 실적발표

08/14 16:46 DART 공시

◆ 수급 정보
- 종목주인: 기관
- 수급레벨: 찬집

◆ 실적 정보
- 매출액 2288억원 (6% y // 9% q)
- 영업익 202억원 (-56% y // -44% q)
- 순이익 114억원 (-74% y // -63% q)
→ 과거 6개 분기 최저치(11.7%)를 하회하는 OPM(8.8%) 발표하며 DERATING 가능성

◆ 퀀트 결론
- 실적강도(SUE): 최저분위 (쇼크)
- 센티먼트(△P/E): 고분위 (주도주)

☞ 이는 주가 하향 Drift가 가장 강하게 발생하는 「CONVICTION SHORT」 실적임을 알려드립니다!
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tgoop.com/bottomupquantapproach/11308
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「솔브레인」 2Q25 실적발표

08/14 16:46 DART 공시

◆ 수급 정보
- 종목주인: 기관
- 수급레벨: 찬집

◆ 실적 정보
- 매출액 2288억원 (6% y // 9% q)
- 영업익 202억원 (-56% y // -44% q)
- 순이익 114억원 (-74% y // -63% q)
→ 과거 6개 분기 최저치(11.7%)를 하회하는 OPM(8.8%) 발표하며 DERATING 가능성

◆ 퀀트 결론
- 실적강도(SUE): 최저분위 (쇼크)
- 센티먼트(△P/E): 고분위 (주도주)

☞ 이는 주가 하향 Drift가 가장 강하게 발생하는 「CONVICTION SHORT」 실적임을 알려드립니다!

BY [DAOL퀀트 김경훈] 바텀업 전략




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Telegram channels fall into two types: The group also hosted discussions on committing arson, Judge Hui said, including setting roadblocks on fire, hurling petrol bombs at police stations and teaching people to make such weapons. The conversation linked to arson went on for two to three months, Hui said. Among the requests, the Brazilian electoral Court wanted to know if they could obtain data on the origins of malicious content posted on the platform. According to the TSE, this would enable the authorities to track false content and identify the user responsible for publishing it in the first place. Joined by Telegram's representative in Brazil, Alan Campos, Perekopsky noted the platform was unable to cater to some of the TSE requests due to the company's operational setup. But Perekopsky added that these requests could be studied for future implementation. Those being doxxed include outgoing Chief Executive Carrie Lam Cheng Yuet-ngor, Chung and police assistant commissioner Joe Chan Tung, who heads police's cyber security and technology crime bureau.
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