리서치

11 Companies
- (주)태웅
  - deal
    
    Deal - (주)태웅 (044490.KS) 14:21
- 475400
  - deep-dive
    
    Deep Analysis - 씨메스 10:47
- 가온전선
  - deal
    
    Deal - 가온전선 (000500.KS) 07:59
- 고려아연
  - deal
    
    Deal - 고려아연 (010130.KS) 07:49
- 글로벌스탠다드테크놀로지
  - deal
    
    Deal - 글로벌스탠다드테크놀로지 (083450.KS) 12:48
- 네오오토
  - deal
    
    Deal - 네오오토 (212560.KQ) 00:32
- 넥스틸
  - deal
    
    Deal - 넥스틸 (092790.KS) 22:45
- 달바글로벌
  - deal
    
    Deal - 달바글로벌 (417200.KQ) 01:00
- 대덕전자
  - deal
    
    Deal - 대덕전자 (353200.KS) 22:48
- 대한전선
  - deal
    
    Deal - 대한전선 (001440.KS) 07:59
- 두산로보틱스
  - deal
    
    Deal - 두산로보틱스 (454910.KQ) 07:46
- 두산밥캣
  - deal
    
    Deal - 두산밥캣 (241560.KS) 21:17
- 두산에너빌리티
  - deal
    
    Deal - 두산에너빌리티 (034020.KS) 08:34
    Deal - 두산에너빌리티 (034020.KS) 08:00
    Deal - 두산에너빌리티 (034020.KS) 07:51
- 레딧
  - deal
    
    Deal - 레딧 (RDDT) 10:36
- 로켓랩
  - deal
    
    Deal - 로켓랩 (RKLB) 14:18
- 리가켐바이오
  - deal
    
    Deal - 리가켐바이오 (141080.KS) 08:23
- 리노공업
  - deal
    
    Deal - 리노공업 (058470.KS) 07:44
- 리브스메드
  - deal
    
    Deal - 리브스메드 (491000.KQ) 20:26
  - deep-dive
    
    Deep Analysis - 리브스메드 22:30
- 마이크로소프트
  - deal
    
    Deal - 마이크로소프트 (MSFT) 13:51
- 메카로
  - deal
    
    Deal - 메카로 (241770.KS) 21:00
- 미래에셋증권
  - deal
    
    Deal - 미래에셋증권 (006800.KS) 07:49
- 백블레이즈
  - deal
    
    Deal - 백블레이즈 (BLZE) 00:52
- 버티브 홀딩스
  - deal
    
    Deal - 버티브 홀딩스 (VRT) 21:57
- 보로노이
  - deal
    
    Deal - 보로노이 (310210.KQ) 18:36
- 비나텍
  - deal
    
    Deal - 비나텍 (126340.KS) 22:50
- 비에이치아이
  - deal
    
    Deal - 비에이치아이 (083650.KQ) 07:49
    Deal - 비에이치아이 (083650.KS) 23:03
- 비엠티
  - deal
    
    Deal - 비엠티 (086670.KS) 13:15
  - deep-dive
    
    Final Analysis - 비엠티 15:40
    Deep Analysis - 비엠티 15:14
- 비츠로테크
  - deal
    
    Deal - 비츠로테크 (042370.KS) 15:17
- 삼성물산
  - deal
    
    Deal - 삼성물산 (028260.KS) 08:19
- 삼성전기
  - deal
    
    Deal - 삼성전기 (009150.KS) 07:57
    Deal - 삼성전기 (009150.KS) 07:50
- 삼성전자
  - deal
    
    Deal - 삼성전자 (005930.KS) 08:32
    Deal - 삼성전자 (005930.KS) 07:58
    Deal - 삼성전자 (005930.KS) 07:46
    Deal - 삼성전자 (005930.KS) 07:47
  - deep-dive
    
    Final - 삼성전자 (005930) 1105
- 삼성E&A
  - deal
    
    Deal - 삼성E&A (삼성엔지니어링) 15:17
- 삼천당제약
  - deal
    
    Deal - 삼천당제약 (000250.KS) 07:48
    Deal - 삼천당제약 (000250.KS) 07:48
- 서진시스템
  - deal
    
    Deal - 서진시스템 (178320.KQ) 10:03
- 성일하이텍
  - deal
    
    Deal - 성일하이텍 (365340.KQ) 06:01
- 성호전자
  - deal
    
    Deal - 성호전자 (043260.KQ) 19:31
- 세아제강
  - deal
    
    Deal - 세아제강 (306200.KS) 15:16
- 셀트리온
  - deal
    
    Deal - 셀트리온 (068270.KS) 07:59
    Deal - 셀트리온 (068270.KS) 07:48
    Deal - 셀트리온 (068270.KS) 07:46
- 솔브레인
  - deal
    
    Deal - 솔브레인 (357780.KS) 16:09
    Deal - 솔브레인 (357780.KS) 22:48
- 쇼피파이
  - deal
    
    Deal - 쇼피파이 (SHOP) 00:46
- 스마트레이더시스템
  - deal
    
    Deal - 스마트레이더시스템 (424960.KQ) 22:57
    Deal - 스마트레이더시스템 (424960.KQ) 19:12
- 스포츠레이더 그룹
  - deal
    
    Deal - 스포츠레이더 그룹 (SRAD) 00:45
- 신흥에스이씨
  - deal
    
    Deal - 신흥에스이씨 (243840.KS) 10:02
- 실리콘투
  - deal
    
    Deal - 실리콘투 (257720.KS) 22:28
- 심텍
  - deal
    
    Deal - 심텍 (036090.KS) 08:32
- 쎄트렉아이
  - deal
    
    Deal - 쎄트렉아이 (099320.KS) 21:59
- 씨메스 로보틱스
  - deal
    
    Deal - 씨메스 로보틱스 (구 씨메스) 10:29
    Deal - 씨메스 로보틱스 (구 씨메스) 20:26
- 아나패스
  - deal
    
    Deal - 아나패스 (Anapas Inc.) 07:46
- 아모레퍼시픽
  - deal
    
    Deal - 아모레퍼시픽 (090430.KS) 08:01
- 아모센스
  - deal
    
    Deal - 아모센스 (357580.KS) 16:51
- 아이엠바이오로직스
  - deal
    
    Deal - 아이엠바이오로직스 (493280.KS) 19:05
- 알파벳
  - deal
    
    Deal - 알파벳 (GOOGL) 23:27
- 에스비비테크
  - deal
    
    Deal - 에스비비테크 (389500.KS) 00:32
- 에스티팜
  - deal
    
    Deal - 에스티팜 (237690.KQ) 23:10
- 에이피알
  - deal
    
    Deal - 에이피알 (278470.KS) 07:46
- 엘앤씨바이오
  - deal
    
    Deal - 엘앤씨바이오 (290650.KS) 15:52
- 오스코텍
  - deal
    
    Deal - 오스코텍 (039200.KQ) 08:18
- 오이솔루션
  - deal
    
    Deal - 오이솔루션 (138080.KS) 21:34
- 와이엠티
  - deal
    
    Deal - 와이엠티 (YMT Co., Ltd.) 07:39
- 원익큐엔씨
  - deal
    
    Deal - 원익큐엔씨 (074600.KS) 14:20
    Deal - 원익큐엔씨 (074600.KS) 12:49
- 원익QnC
  - deep-dive
    
    Deep Analysis - 원익QnC 22:36
- 이수페타시스
  - deal
    
    Deal - 이수페타시스 (007660.KS) 07:58
    Deal - 이수페타시스 (007660.KS) 22:48
- 이오테크닉스
  - deal
    
    Deal - 이오테크닉스 (039030.KS) 13:48
- 일진전기
  - deal
    
    Deal - 일진전기 (103590.KS) 16:15
- 제이오
  - deal
    
    Deal - 제이오 (418550.KQ) 22:33
- 코나아이
  - deal
    
    Deal - 코나아이 (060370.KS) 08:34
- 코리안리재보험
  - deal
    
    Deal - 코리안리재보험 (003690.KS) 07:48
- 코세스
  - deal
    
    Deal - 코세스 (089890.KQ) 11:16
- 크래프톤
  - deal
    
    Deal - 크래프톤 (259960.KS) 07:47
- 키움증권
  - deal
    
    Deal - 키움증권 (039490.KS) 05:46
- 파마리서치
  - deal
    
    Deal - 파마리서치 (214450.KS) 18:45
    Deal - 파마리서치 (214450.KS) 23:29
- 파크시스템스
  - deal
    
    Deal - 파크시스템스 (140860.KQ) 21:34
- 파크시스템즈
  - deal
    
    Deal - 파크시스템즈 (140860.KS) 13:48
- 펩트론
  - deal
    
    Deal - 펩트론 (087010.KS) 23:03
- 포스코인터내셔널
  - deal
    
    Deal - 포스코인터내셔널 (047050.KS) 06:01
- 하나마이크론
  - deal
    
    Deal - 하나마이크론 (067310.KS) 21:35
- 하이록코리아
  - deal
    
    Deal - 하이록코리아 (013030.KS) 14:22
  - deep-dive
    
    Deep Analysis - 하이록코리아 16:52
- 하이브
  - deal
    
    Deal - 하이브 (352820.KS) 18:03
- 한국전력기술
  - deal
    
    Deal - 한국전력기술 (052690.KS) 23:03
- 한미반도체
  - deal
    
    Deal - 한미반도체 (042700.KQ) 08:35
    Deal - 한미반도체 (042700.KS) 13:48
- 한선엔지니어링
  - deal
    
    Deal - 한선엔지니어링 (452280.KS) 11:17
- 한스바이오메드
  - deal
    
    Deal - 한스바이오메드 (042520.KS) 15:02
- 한온시스템
  - deal
    
    Deal - 한온시스템 (018880.KS) 21:58
- 한화솔루션
  - deal
    
    Deal - 한화솔루션 (009830.KS) 08:23
    Deal - 한화솔루션 (009830.KS) 07:47
- 한화시스템
  - deal
    
    Deal - 한화시스템 (272210.KS) 07:50
- 한화에어로스페이스
  - deal
    
    Deal - 한화에어로스페이스 (012450.KS) 08:33
    Deal - 한화에어로스페이스 (012450.KS) 07:58
    Deal - 한화에어로스페이스 (012450.KS) 07:48
    Deal - 한화에어로스페이스 (Hanwha Aerospace Co., Ltd.) 07:46
- 한화엔진
  - deal
    
    Deal - 한화엔진 (082740.KS) 23:20
- 현대건설
  - deal
    
    Deal - 현대건설 (000720.KS) 21:51
- 현대로템
  - deal
    
    Deal - 현대로템 (064350.KS) 07:59
    Deal - 현대로템 (064350.KS) 22:28
  - research
    
    Research - 현대로템 (064350.KS) 전차 무용론 · 딜 체크리스트 검증
- 현대모비스
  - deal
    
    Deal - 현대모비스 (012330.KS) 22:56
- 효성중공업
  - deal
    
    Deal - 효성중공업 (298040.KS) 07:46
- 후성
  - deal
    
    Deal - 후성 (093370.KS) 07:58
- 휴스틸
  - deal
    
    Deal - 휴스틸 (005010.KS) 22:48
- Advanced Micro Devices, Inc.
  - deal
    
    Deal - Advanced Micro Devices, Inc. (AMD) 07:55
- Alphabet Inc.
  - deal
    
    Deal - Alphabet Inc. (GOOGL) 08:06
    Deal - Alphabet Inc. (GOOGL) 07:52
- AMD
  - deal
    
    Deal - AMD (AMD) 22:42
- Argan Inc.
  - deal
    
    Deal - Argan Inc. (AGX) 07:51
- ASML Holding NV
  - deal
    
    Deal - ASML Holding NV (ASML) 07:55
- Astera Labs, Inc.
  - deal
    
    Deal - Astera Labs, Inc. (ALAB) 08:05
- Broadcom Inc.
  - deal
    
    Deal - Broadcom Inc. (AVGO) 08:07
- Cameco Corporation
  - deal
    
    Deal - Cameco Corporation (CCJ) 07:52
- Cheniere Energy, Inc.
  - deal
    
    Deal - Cheniere Energy, Inc. (LNG) 07:50
- Cisco Systems, Inc.
  - deal
    
    Deal - Cisco Systems, Inc. (CSCO) 07:53
- Corning Incorporated
  - deal
    
    Deal - Corning Incorporated (GLW) 08:04
- CrowdStrike Holdings, Inc.
  - deal
    
    Deal - CrowdStrike Holdings, Inc. (CRWD) 08:06
- CS Wind Corporation
  - deal
    
    Deal - CS Wind Corporation (112610.KS) 07:47
- DL이앤씨
  - deal
    
    Deal - DL이앤씨 (375500.KS) 10:03
- DN오토모티브
  - deal
    
    Deal - DN오토모티브 (007340.KS) 21:58
- Doosan Robotics Inc.
  - deal
    
    Deal - Doosan Robotics Inc. (454910.KQ) 07:59
- Eaton Corporation plc
  - deal
    
    Deal - Eaton Corporation plc (ETN) 07:53
- Eli Lilly and Company
  - deal
    
    Deal - Eli Lilly and Company (LLY) 07:54
    Deal - Eli Lilly and Company (LLY) 07:52
- F5, Inc.
  - deal
    
    Deal - F5, Inc. (FFIV) 01:18
- Fortinet, Inc.
  - deal
    
    Deal - Fortinet, Inc. (FTNT) 07:52
- GE 버노바
  - deal
    
    Deal - GE 버노바 (GEV) 16:12
    Deal - GE 버노바 (GEV) 19:14
- gevernova
  - deep-dive
    
    Deep Analysis - GE 버노바 18:26
- GST
  - deep-dive
    
    Deep Analysis - GST 08:37
- HD한국조선해양
  - deal
    
    Deal - HD한국조선해양 (009540.KS) 08:34
- HD현대건설기계
  - deal
    
    Deal - HD현대건설기계 (267270.KS) 21:17
- HD현대마린엔진
  - deal
    
    Deal - HD현대마린엔진 (071970.KS) 23:20
- HD현대에너지솔루션
  - deal
    
    Deal - HD현대에너지솔루션 (HD Hyundai Energy Solutions Co., Ltd.) 07:46
- HD현대일렉트릭
  - deal
    
    Deal - HD현대일렉트릭 (267260.KS) 08:34
    Deal - HD현대일렉트릭 (267260.KS) 01:12
    Deal - HD현대일렉트릭 (267260.KS) 07:45
- HD현대중공업
  - deal
    
    Deal - HD현대중공업 (329180.KS) 23:19
- Hewlett Packard Enterprise Co.
  - deal
    
    Deal - Hewlett Packard Enterprise Co. (HPE) 08:37
- HYBE Co., Ltd.
  - deal
    
    Deal - HYBE Co., Ltd. (352820.KS) 07:59
    Deal - HYBE Co., Ltd. (352820.KS) 15:20
- HYBE Corporation
  - deal
    
    Deal - HYBE Corporation (352820.KS) 08:33
- Insperity, Inc.
  - deal
    
    Deal - Insperity, Inc. (NSP) 08:37
- Intel Corporation
  - deal
    
    Deal - Intel Corporation (INTC) 08:37
    Deal - Intel Corporation (INTC) 07:54
    Deal - Intel Corporation (INTC) 07:44
- International Flavors & Fragrances Inc.
  - deal
    
    Deal - International Flavors & Fragrances Inc. (IFF) 08:29
- Intuitive Surgical, Inc.
  - deal
    
    Deal - Intuitive Surgical, Inc. (ISRG) 07:57
- Iperionx Ltd
  - deal
    
    Deal - Iperionx Ltd (IPX) 07:51
- Jabil Inc.
  - deal
    
    Deal - Jabil Inc. (JBL) 08:40
- KH바텍
  - deal
    
    Deal - KH바텍 (060720.KQ) 21:12
- LG이노텍
  - deal
    
    Deal - LG이노텍 (011070.KS) 08:31
    Deal - LG이노텍 (011070.KS) 22:55
- LIG넥스원
  - deal
    
    Deal - LIG넥스원 (079550.KS) 22:55
- LS ELECTRIC Co., Ltd.
  - deal
    
    Deal - LS ELECTRIC Co., Ltd. (010120.KS) 07:49
- LS일렉트릭
  - deal
    
    Deal - LS일렉트릭 (010120.KS) 07:59
- Marvell Technology, Inc.
  - deal
    
    Deal - Marvell Technology, Inc. (MRVL) 08:06
    Deal - Marvell Technology, Inc. (MRVL) 01:06
- MercadoLibre, Inc.
  - deal
    
    Deal - MercadoLibre, Inc. (MELI) 08:39
    Deal - MercadoLibre, Inc. (MELI) 08:04
- Micron Technology, Inc.
  - deal
    
    Deal - Micron Technology, Inc. (MU) 08:45
    Deal - Micron Technology, Inc. (MU) 08:05
    Deal - Micron Technology, Inc. (MU) 07:53
- Mobileye Global Inc.
  - deal
    
    Deal - Mobileye Global Inc. (MBLY) 08:40
- NAVER Corporation
  - deal
    
    Deal - NAVER Corporation (035420.KS) 07:57
- Nebius Group Inc.
  - deal
    
    Deal - Nebius Group Inc. (NBIS) 07:55
- Nebius Group N.V.
  - deal
    
    Deal - Nebius Group N.V. (NBIS) 08:38
- Netflix, Inc.
  - deal
    
    Deal - Netflix, Inc. (NFLX) 07:53
- Norwegian Cruise Line Holdings Ltd.
  - deal
    
    Deal - Norwegian Cruise Line Holdings Ltd. (NCLH) 08:57
- Okta, Inc.
  - deal
    
    Deal - Okta, Inc. (OKTA) 08:05
- Option Care Health, Inc.
  - deal
    
    Deal - Option Care Health, Inc. (OPCH) 07:52
- Oracle Corporation
  - deal
    
    Deal - Oracle Corporation (ORCL) 08:49
    Deal - Oracle Corporation (ORCL) 07:47
- Palantir Technologies Inc.
  - deal
    
    Deal - Palantir Technologies Inc. (PLTR) 07:56
- Palo Alto Networks, Inc.
  - deal
    
    Deal - Palo Alto Networks, Inc. (PANW) 08:32
    Deal - Palo Alto Networks, Inc. (PANW) 07:55
    Deal - Palo Alto Networks, Inc. (PANW) 07:52
- Pinterest, Inc.
  - deal
    
    Deal - Pinterest, Inc. (PINS) 07:54
- Qualcomm Incorporated
  - deal
    
    Deal - Qualcomm Incorporated (QCOM) 07:56
- Quantinuum Inc.
  - deal
    
    Deal - Quantinuum Inc. (QNT) 08:05
- Rheinmetall AG
  - deal
    
    Deal - Rheinmetall AG (RNMBF) 07:56
- RNMBF
  - deep-dive
    
    Deep Analysis - RNMBF 15:28
- Rocket Lab USA, Inc.
  - deal
    
    Deal - Rocket Lab USA, Inc. (RKLB) 08:42
- Samsung E&A Co., Ltd.
  - deal
    
    Deal - Samsung E&A Co., Ltd. (028050.KS) 07:48
- Samsung SDS Co., Ltd.
  - deal
    
    Deal - Samsung SDS Co., Ltd. (018260.KS) 07:50
- SanDisk Corporation
  - deal
    
    Deal - SanDisk Corporation (SNDK) 08:05
- SK Hynix Inc.
  - deal
    
    Deal - SK Hynix Inc. (000660.KS) 08:29
    Deal - SK Hynix Inc. (000660.KS) 07:49
- SK하이닉스
  - deal
    
    Deal - SK하이닉스 (000660.KS) 07:47
    Deal - SK하이닉스 (SK Hynix Inc.) 07:49
  - deep-dive
    
    Final - SK하이닉스 (000660) 1143
    Buffett Standard - SK하이닉스 10:12
- Snowflake Inc.
  - deal
    
    Deal - Snowflake Inc. (SNOW) 08:04
- SNT에너지
  - deal
    
    Deal - SNT에너지 (100840.KS) 13:50
- Taiwan Semiconductor Manufacturing Company Limited
  - deal
    
    Deal - Taiwan Semiconductor Manufacturing Co Ltd (TSM) 07:53
    Deal - Taiwan Semiconductor Manufacturing Company Limited (TSM) 07:54
- Texas Instruments Incorporated
  - deal
    
    Deal - Texas Instruments Incorporated (TXN) 07:57
- The Trade Desk, Inc.
  - deal
    
    Deal - The Trade Desk, Inc. (TTD) 08:42
- Upstart Holdings, Inc.
  - deal
    
    Deal - Upstart Holdings, Inc. (UPST) 05:52
- Vertiv Holdings Co
  - deal
    
    Deal - Vertiv Holdings Co (VRT) 08:04
- Workday, Inc.
  - deal
    
    Deal - Workday, Inc. (WDAY) 08:06
- Zscaler, Inc.
  - deal
    
    Deal - Zscaler, Inc. (ZS) 08:40
    Deal - Zscaler, Inc. (ZS) 08:05
    Deal - Zscaler, Inc. (ZS) 08:01
  - deep-dive
    
    Final - Zscaler (ZS) 2330
12 Research
13 Signals
14 Ideas
- 하이록코리아 vs 비엠티 심층 비교 분석 13:51
- SK하이닉스 헬륨 공급 차질 리스크 심층 분석 14:00
16 Theses
- 260327_Thesis_SK하이닉스_v3_1917
- 260324_Thesis_일본_5대_상사_v1_2120
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16 Theses

2개 노트 · ← 홈으로

2026-03-27 260327_Thesis_SK하이닉스_v3_1917 2026-03-24 260324_Thesis_일본_5대_상사_v1_2120

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