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실적우량, 매수 적기!

추천 0 | 조회 838 | 번호 6413016 | 2014.07.28 00:13 미래가치주 (qqwe8***)

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★ 속보)세력 집중 매수: 실적호전 휴대폰주 급등: 先 매수 -->서원인텍    -->1년 넘게 조정후, 상승초기: 100% 상승 충분(낙폭과대)   ● kh바텍: 최근 1달간 55% 급등: 대차물량 32만주 환매수 때문 임    -->서원인텍: 대차 80만주中 40만주만 환매수시, 50% 급등 확실    -->서원인텍: 일일 5만주만 환매수시, 500원/일 상승은 쉬운 수급 <DIV cl-ass="autosourcing-stub">  1. 최근 기관+외국인 대량 집중 매수: 20일선 강력 돌파</DIV>     -->자금력 풍부한 세력들 "꾸준한 매수" 로 상승 견인       * KH바텍: 7/8(화) 상한가(최근 55% 급등)     * 서원인텍: 곧, 상한가: 실적 더 좋음(순익 100% 급증 호재)   2. 전년 대비 실적급증 휴대폰株: 서원인텍이 유일 -->매수 이유!     -->1년 조정완료: 이젠 매수 타이밍: 지금 매수시 高 수익 확실     -->他 휴대폰주와 옥석 가리기: 실적급증하는 서원인텍 매수를          (실적 안좋은 휴대폰株 -->실적급증 휴대폰주로 교체 매매) ----------------------------------------------------   ▣ 신규 부자재 생산수율 안정화: 본격 공급 시작: 실적급증     올해 PER 5.1배: 코스닥 IT 업종 평균 PER(9.5배)대비 저평가     -->22,700원 까지 상승 가능(유진투자증권)   1. 유진투자증권은 서원인텍의 2분기 매출액과 영업이익은     각각 전년동기 대비 71.5%, 98.4% 늘어난 1510억원, 146억원 예상     -->올해 2분기 최고 실적 전망: 지금은 저가 매수 기회   2. 실적급증 증거: 신규납품 2가지: 신규 납품은 실적증가 최대호재      (1)방수부품 납품: 휴대폰 마이크, 이어폰, 스피커 방수 제품 공급(삼성)    (2)고가 악세사리 납품(플립커버): 20조 시장 선두주자        -->삼성, 정품판별 칩 내장: 서원인텍 제품만 독점 납품        -->개당 5만원x 4억대 = 20조 시장 규모, 최대수혜주(서원인텍)   3. 성장성 호재: 삼성 휴대폰 갤럭시 시리즈, 방수부품 향후 2~3년 호황     -->"삼성전자 갤럭시S5 시작으로 애플, LG전자, ZTE 화웨이 업체도           방수·방진 기능 탑재 진행中: 매출 다변화 호재!      (1)갤럭시 S5: 3/27출시: 베트남 공장 풀가동中    (2)갤럭시노트 4(9월 출시): 7월부터 납품 예정 ----------------------------------------   ▣ 실적급증 추이를 확인해 보시라!   [ 2013년/2014년 순익 비교: 성장율 급증 추세 ]       <TABLE style="WIDTH: 433pt; BORDER-COLLAPSE: collapse" border=0 cellSpacing=0 cellPadding=0 width=575 cl-ass="mceItemTable"> <COLGROUP> <TBODY></TBODY></TABLE> <TABLE style="WIDTH: 394pt; BORDER-COLLAPSE: collapse" border=0 cellSpacing=0 cellPadding=0 width=524 cl-ass="mceItemTable"> <COLGROUP> <COL style="WIDTH: 66pt; mso-width-source: userset; mso-width-alt: 2816" width=88> <COL style="WIDTH: 62pt; mso-width-source: userset; mso-width-alt: 2624" width=82> <COL style="WIDTH: 68pt; mso-width-source: userset; mso-width-alt: 2880" width=90> <COL style="WIDTH: 65pt; mso-width-source: userset; mso-width-alt: 2784" span=2 width=87> <COL style="WIDTH: 68pt; mso-width-source: userset; mso-width-alt: 2880" width=90> <TBODY> <TR style="HEIGHT: 29.25pt; mso-height-source: userset" height=39> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BORDER-LEFT: windowtext 0.5pt solid; BACKGROUND-COLOR: yellow; WIDTH: 66pt; HEIGHT: 29.25pt; BORDER-TOP: windowtext 0.5pt solid; BORDER-RIGHT: windowtext 0.5pt solid" height=39 width=88 cl-ass="xl65"> 순익(억원)</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: yellow; WIDTH: 62pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-TOP: windowtext 0.5pt solid; BORDER-RIGHT: windowtext 0.5pt solid" width=82 cl-ass="xl66"> 1분기</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: yellow; WIDTH: 68pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-TOP: windowtext 0.5pt solid; BORDER-RIGHT: windowtext 0.5pt solid" width=90 cl-ass="xl72"> 2분기</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: yellow; WIDTH: 65pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-TOP: windowtext 0.5pt solid; BORDER-RIGHT: windowtext 0.5pt solid" width=87 cl-ass="xl66"> 3분기</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: yellow; WIDTH: 65pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-TOP: windowtext 0.5pt solid; BORDER-RIGHT: windowtext 0.5pt solid" width=87 cl-ass="xl66"> 4분기</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: yellow; WIDTH: 68pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-TOP: windowtext 0.5pt solid; BORDER-RIGHT: windowtext 0.5pt solid" width=90 cl-ass="xl66"> 합계</TD></TR> <TR style="HEIGHT: 21pt; mso-height-source: userset" height=28> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BORDER-LEFT: windowtext 0.5pt solid; BACKGROUND-COLOR: white; BORDER-TOP-COLOR: #ece9d8; WIDTH: 66pt; HEIGHT: 21pt; BORDER-RIGHT: windowtext 0.5pt solid" height=28 width=88 cl-ass="xl67"> 2013년</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: white; BORDER-TOP-COLOR: #ece9d8; WIDTH: 62pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-RIGHT: windowtext 0.5pt solid" width=82 mce_style="BORDER-BOTTOM: windowtext 0.5pt solid; BORDER-LEFT: windowtext; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext; BORDER-RIGHT: windowtext 0.5pt solid" cl-ass="xl68"> 58</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: white; BORDER-TOP-COLOR: #ece9d8; WIDTH: 68pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-RIGHT: windowtext 0.5pt solid" width=90 mce_style="BORDER-BOTTOM: windowtext 0.5pt solid; BORDER-LEFT: windowtext; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext; BORDER-RIGHT: windowtext 0.5pt solid" cl-ass="xl68"> 61</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: white; BORDER-TOP-COLOR: #ece9d8; WIDTH: 65pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-RIGHT: windowtext 0.5pt solid" width=87 mce_style="BORDER-BOTTOM: windowtext 0.5pt solid; BORDER-LEFT: windowtext; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext; BORDER-RIGHT: windowtext 0.5pt solid" cl-ass="xl68"> 67</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: white; BORDER-TOP-COLOR: #ece9d8; WIDTH: 65pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-RIGHT: windowtext 0.5pt solid" width=87 mce_style="BORDER-BOTTOM: windowtext 0.5pt solid; BORDER-LEFT: windowtext; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext; BORDER-RIGHT: windowtext 0.5pt solid" cl-ass="xl68"> 80</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: white; BORDER-TOP-COLOR: #ece9d8; WIDTH: 68pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-RIGHT: windowtext 0.5pt solid" width=90 mce_style="BORDER-BOTTOM: windowtext 0.5pt solid; BORDER-LEFT: windowtext; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext; BORDER-RIGHT: windowtext 0.5pt solid" cl-ass="xl68"> 266</TD></TR> <TR style="HEIGHT: 20.25pt; mso-height-source: userset" height=27> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BORDER-LEFT: windowtext 0.5pt solid; BACKGROUND-COLOR: white; BORDER-TOP-COLOR: #ece9d8; WIDTH: 66pt; HEIGHT: 20.25pt; BORDER-RIGHT: windowtext 0.5pt solid" height=27 width=88 cl-ass="xl67"> 2014년</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: white; BORDER-TOP-COLOR: #ece9d8; WIDTH: 62pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-RIGHT: windowtext 0.5pt solid" width=82 mce_style="BORDER-BOTTOM: windowtext 0.5pt solid; BORDER-LEFT: windowtext; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext; BORDER-RIGHT: windowtext 0.5pt solid" cl-ass="xl68"> 84</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: white; BORDER-TOP-COLOR: #ece9d8; WIDTH: 68pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-RIGHT: windowtext 0.5pt solid" width=90 mce_style="BORDER-BOTTOM: windowtext 0.5pt solid; BORDER-LEFT: windowtext; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext; BORDER-RIGHT: windowtext 0.5pt solid" cl-ass="xl71"> 125</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: white; BORDER-TOP-COLOR: #ece9d8; WIDTH: 65pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-RIGHT: windowtext 0.5pt solid" width=87 mce_style="BORDER-BOTTOM: windowtext 0.5pt solid; BORDER-LEFT: windowtext; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext; BORDER-RIGHT: windowtext 0.5pt solid" cl-ass="xl68"> 140</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: white; BORDER-TOP-COLOR: #ece9d8; WIDTH: 65pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-RIGHT: windowtext 0.5pt solid" width=87 mce_style="BORDER-BOTTOM: windowtext 0.5pt solid; BORDER-LEFT: windowtext; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext; BORDER-RIGHT: windowtext 0.5pt solid" cl-ass="xl68"> 183</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: white; BORDER-TOP-COLOR: #ece9d8; WIDTH: 68pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-RIGHT: windowtext 0.5pt solid" width=90 mce_style="BORDER-BOTTOM: windowtext 0.5pt solid; BORDER-LEFT: windowtext; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext; BORDER-RIGHT: windowtext 0.5pt solid" cl-ass="xl71"> 532</TD></TR> <TR style="HEIGHT: 25.5pt; mso-height-source: userset" height=34> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BORDER-LEFT: windowtext 0.5pt solid; BACKGROUND-COLOR: white; BORDER-TOP-COLOR: #ece9d8; WIDTH: 66pt; HEIGHT: 25.5pt; BORDER-RIGHT: windowtext 0.5pt solid" height=34 width=88 cl-ass="xl67"> 증가율(%)</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: white; BORDER-TOP-COLOR: #ece9d8; WIDTH: 62pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-RIGHT: windowtext 0.5pt solid" width=82 mce_style="BORDER-BOTTOM: windowtext 0.5pt solid; BORDER-LEFT: windowtext; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext; BORDER-RIGHT: windowtext 0.5pt solid" cl-ass="xl70"> 45% 증가</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: #fcd5b4; BORDER-TOP-COLOR: #ece9d8; WIDTH: 68pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-RIGHT: windowtext 0.5pt solid" width=90 cl-ass="xl69"> 105% 증가</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: white; BORDER-TOP-COLOR: #ece9d8; WIDTH: 65pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-RIGHT: windowtext 0.5pt solid" width=87 mce_style="BORDER-BOTTOM: windowtext 0.5pt solid; BORDER-LEFT: windowtext; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext; BORDER-RIGHT: windowtext 0.5pt solid" cl-ass="xl68"> 109% 증가</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: white; BORDER-TOP-COLOR: #ece9d8; WIDTH: 65pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-RIGHT: windowtext 0.5pt solid" width=87 mce_style="BORDER-BOTTOM: windowtext 0.5pt solid; BORDER-LEFT: windowtext; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext; BORDER-RIGHT: windowtext 0.5pt solid" cl-ass="xl68"> 129%증가</TD> <TD style="BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: white; BORDER-TOP-COLOR: #ece9d8; WIDTH: 68pt; BORDER-LEFT-COLOR: #ece9d8; BORDER-RIGHT: windowtext 0.5pt solid" width=90 mce_style="BORDER-BOTTOM: windowtext 0.5pt solid; BORDER-LEFT: windowtext; BACKGROUND-COLOR: #ffc000; BORDER-TOP: windowtext; BORDER-RIGHT: windowtext 0.5pt solid" cl-ass="xl68"> 100% 증가</TD></TR></TBODY></TABLE>       [참고] 올해 순익 532억 예상: 전년 266억 대비, 100% 급증 호재   ● 회사의 성장 척도: "영업이익+순익 증가율" 로 평가     -->올해 분기별 엄청난 순익 증가: 先 매수 이유     -->순익 증가율 급증: 이런 회사 드물다 ----------------------------------------   ★ 챠트분석: 낙폭과대, 최근 실적호전주 급등 현상 <P style="TEXT-ALIGN: left; MARGIN: 3px 0px 0px 5px; FONT-FAMILY: Tahoma; COLOR: #888; FONT-SIZE: 12px; FONT-WEIGHT: bold" mce_style="TEXT-ALIGN: left; MARGIN: 3px 0px 0px 5px; FONT-FAMILY: Tahoma; COLOR: #888; FONT-SIZE: 12px; FONT-WEIGHT: bold">    -->4월초 급등, 이후 눌림목: 지금은 2차 급등 시점 <P style="TEXT-ALIGN: left; MARGIN: 3px 0px 0px 5px; FONT-FAMILY: Tahoma; COLOR: #888; FONT-SIZE: 12px; FONT-WEIGHT: bold" mce_style="TEXT-ALIGN: left; MARGIN: 3px 0px 0px 5px; FONT-FAMILY: Tahoma; COLOR: #888; FONT-SIZE: 12px; FONT-WEIGHT: bold">    -->최근 기관+외국인 강력 매집: 올해 "최대실적" 때문

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