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<p><br><br><br><br><br><br>?׸?  <a href="https://www.viamarket3.com">???Ƹ???</a> ????<br>?? ?? ?? ??<br><br><br>???? ?׸?<br>2??????(??Ʈ???̿?), ??????(MODERNA), ???۹??׸???, mRNA(?޽??? ?????ٻ?), ????ȭ??, ????, 2??????(LFP/??Ƭ?λ?ö), CCTV??DVR, ????????, HBM(???뿪???޸???), ????, ȭ?м???, ???? ????, ij???ͻ?ǰ, 3D ??????, ????????, ?װ?/???? ?װ???(LCC), 5G(5???? ?̵?????), CXL(??ǻƮ?ͽ?????????ũ) ??...<br><br><br>?༼ ?׸?<br>?????̺?????, ???ͳ? ??ǥ??, ???ڰ???(????ȭ??), NFT(??ü?Ұ???ū), STO(??ū???? ????), ????????, ????ũ(FinTech), ????, ǻ??????AI, ???̵?????, īī????ũ(kakao BANK), ????(coupang), ?Ｚ????, ??????ũ(deepfake), SNS(?Ҽȳ?Ʈ??ũ??????), ???ͳ?????, AI ê??(êGPT ??), ?????ϰ???(????Ʈ??), ????????????(????Ʈ??/?º���PC), ??ȭ, ????ü??, ????/???? ??...<br><br><br><br><br><br><br><br>Ư¡ ?׸?<br>?? ?? ?? ??<br><br><br>????<br>???????? ?༼ ???? ? ?϶?<br><br><br>???????? ڸ ???ð? ?̽?????-?̶? ???? ??Ȳ ?ֽ?, ?Ŀ? Fed ???? ?߾? ??ȭ ?? ȥ?????? ???? ???, ?̳? ???? ?????ߴ? ???? ???ô? ?? ?ʹ? ?϶???ȯ?ѵ? ?ð??? ?????? ?????? Ȯ???ϴ? ????. ?ܱ???&middot;???? ???ŵ? ?? ?ڽ???&middot;?ڽ??? ???? ???? 1% ?Ѱ? ?϶????? ??Ÿ???? ????.?????? ????&middot;?и? ???? ???밨 ? ?ֱ?  <a href="https://www.viamarket3.com">???Ƹ???</a> ?????? ?????? ???ֻ?, ???? ?? ?????? ?? ???? ???? ???? ?????ֵ? ???? ???? ?Ź??? ??ȸ?Ǹ鼭 ???ÿ? ?δ????? ?ۿ?. ?ѱ?????&middot;BIS?? ?????̺????? Ȯ?? ?? ???????? ȥ???? ?????ȴٴ? ?м? ? ?????̺?????/ STO(??ū?? ?? ????)/ NFT( ??ü?Ұ???ū)/ ????ũ(FinTech) ? ?޶?. ???̿? ???? ?̷?????????, ??????????, ?ſ?????, LS????, ???????? ?? ???? ?׸????϶?.<br><br><br><br><br><br><br><br><br>Ư¡????<br>?̽?????<br><br><br>?̿????? (102460)<br>?????????̿????̾????? GLP-1RA ?迭 ????/?索ġ???? ????ǰ ???? ???? ü?? ?ҽĿ? ?޵?<br><br><br>???????? ?????? ???? ?????????̿????̾????? GLP-1RA ?迭?? ????/?索ġ???? ????ǰ ?????????? ü???ߴٰ? ????. ?̹? ???????? ???? ???ְ??忡???? ?????????̿????̾????? GLP-1RA ???? ????, ?索ġ?? ?ֻ??? ???? ???? ????, ???? ?? ????ǰ ???????? ?? ?????? ?????ϰ? ?? ?????̸?, 2027?????? ?ؿ? ?ӻ??? ???? ?÷? ?????? ?켱?????? ?????ϰ? ???뷮 ???? ?????? 2028?????? ???õ? ?????̶??? ?˷???.???̿? ????, ???? ?????ڴ? "???? ?۷ι? ?Ǿ?ǰ  <a href="https://www.viamarket3.com">???Ƹ???</a> ???忡?? ???? ū ???弼?? ???̴? ????ġ?????? ?????????? ???ְ????? ???? ???忡?? ũ?? ?⿩?? ????"?̶??? ????.<br><br><br>SKC (011790)<br>SK?ؽǸ???, ?? 1???? ?Ը? ???Ը? ???? ???ް??? ü?? ?ҽ? ? ????<br><br><br>???Ϻ? ???п? ??????, ?????? ?????????? ???ڻ??? ???ڻ? SK?ؽǸ????? ?? 1???? ?Ը??? ???Ը? ???? ???ް????? ü???ߴٰ? ??????. SK?ؽǸ????? ?ֱ? ???ƽþ? ???? ???????͸? ?????? 2???? ???? 10?? ?? 5?⿡ ???ϴ? ???? ?????? ü???? ???, ?? ???? ?ջ? ?Ը??? 1?? ???? ???ϸ?, ?????? ü???? ?���???? ?Ϻ??? ?߱??? ???縦 ?? ???????? ?˷???.???̹? ???????? SK?ؽǸ????? ?????̽þ? ?????? ???? ?۷ι? ???? ?????? 80% ?̻??? ?????ϴ? ?ֿ? ???͸? ??ü?? ??ǰ?? ?????ϰ? ??????, ?????̽þ? ?????? ???????? ?۷ι? 'žƼ??' ???͸? ?????? 5???? ??ǰ?? ?????ϰ? ?ְ?, ???????? ????ó?? 7?????? ?ø? ??ȹ?̶??? ??????. Ư??, ?��� ??????  <a href="https://www.viamarket3.com">???Ƹ???</a> ?Ϸ??Ǵ? 2025?? ?Ϲݱ????? ?ǸŰ? ?????? ?????̸?, 2026?⿡?? 'Ǯ ij??(Full Capa)' ?Ǹŵ? ?????ǰ? ????.??????, ???? ?Ϻ? ???п? ??????, ???簡 ?????????? ???? ?????? ???? ?? ???? ???????ǻ????ɷ??? ???? ???? 4???? ?ø???, ???????????δ? ?ִ? 10?????? Ȯ???ϴ? ???ھ??? ???? ???̶??? ??????. ??ȹ???? ???? ?? ???׽?Ʈ???????ǰ? ?���???? ?????? ?????? Ȯ???? ???? ???? ?? 5,000?? ?Ը??? ?????ɷ??? ???? 2???????? Ȯ???? ??, ???? ?ִ? 5???????? ?þ??????.<br><br><br>???????信?? (307950)<br>2?б? ???? ???? ???? ?? ?κ? ?? ???? ?????? ???밨 ? ????<br><br><br>???????????? ???翡 ???? 2?б? ?????? ???? 1.0??(YoY +14%, ???? YoY), ???????? 687??(+0.2%),???????ͷ? 6.6%?? ?????? ?????? ????. YoY ?????δ??? ?Ұ????ϳ?, 1Q ?̿??? ????SW ?????ν?, 4Q24 ?׷??? ???? ?????࿡ ???? 1Q ????ȿ???? QoQ ???? ???????? ?ѷ??ϰ? ??Ÿ?? ?????? ?????Ѵٰ? ????.???ƿ﷯ 2H25~26??  <a href="https://www.viamarket3.com">???Ƹ???</a> ?κ?, 2027?? ???? SDV/????????, ???????? ????/???? ???? ???????? ???? ?????? ?????? ???ɼ??? ????, ?????? ???? ???? ?Ǿ? ?׷? ?ְ? ?޵????? ?????? ?δ??? ???ҵǾ??? ?????? ??ǥ?ְ??? ???? ?????Ѵٰ? ????.???????ǰ? : BUY[????], ??ǥ?ְ? : 200,000?? ->240,000??[????]<br><br><br>LG???÷??? (032640)<br>AI ???? ???? Ž?? ???? ????ȭ ?ҽ? ?? ????<br><br><br>???????? ?????? ???? ???? 3?? ?????? ?ٸ????γ????? ???? ???? ?ִ? ?̵????? ?ڶ?ȸ, MWC 2025 ???? ???? ?????? '??Ƽ?????̽?(Anti-DeepVoice)' ?????? ?ڻ? AI??ȭ ??????Ʈ ?????? '?ͽÿ?(ixi-O)'?? ž???? ????ȭ?Ѵٰ? ????. ???̽??ǽ? ?????? ?ǽð????? Ž???? ?? ?ִ? ?ش? ?????? ?µ????̽?(On-Device) ???·? ????ȭ?ϴ? ???? ???簡 ???? ???ʶ??? ????.???̿? ????, ???? ?????ڴ? ?µ????̽?AI ?????? Ȱ???? ???? ???ʷλ???ȭ?? ???? ??Ƽ?????̽??? AI?? ???? ???????? ???Ҹ??? ?Ǻ??ϴ? ?????? ????, ?ֱ? ?????? ???Ҹ??? ?????? ??Ī?ϰų? ???????? ?????ϴ?  <a href="https://www.viamarket3.com">???Ƹ???</a> ?? AI?? Ȱ???? ???̽??ǽ? ???˰? ?ð? ?ִٴ? ?????? ?ָ??? ?ް? ?ִ? ?? ????.<br><br><br>?????? (005380)<br>???? ???⿡ ???? ???? ???? ???? ? ?϶?<br><br><br>???޸????????? ???翡 ???? 2?б? ?????? ???????? 3.3????(-22% YoY, ???????? -9% ??ȸ), ?????? 2.9????(-27% YoY, ???????? -13% ??ȸ)?? ?????? ?????? ????. ???? ???? ?????? ?Ǹ? ?? ???? ?ݿ??? 5?????? ???۵? ???, ???⵿?????? ?? 7,200?????? ???? ?????? ?????ȴٰ? ????. ????, ???? ??? ???? ?????? ?????? ?????? ?? ???? ??Ÿ?÷?Ʈ?? 30% ?????? ???????? ???? ???̸?, ?ʱ? ???? ?ս? ?? 1,300???? ?߻??? ?????ȴٰ? ????.???ƿ﷯ 25% ?ϼ??? ?? ??ǰ ?????? ?????? ??, ???? 6.26?????? ???????? ?Ѽ??? ?????ȴٸ?, ?̴? 2024?? ???? ?????????? 44%?? ???ϴ? ??ġ???? ????. ???? ???? ?????? ?????? ?м????? ??ȣ???? ?????Ⱓ ???? ?ñ???  <a href="https://www.viamarket3.com">???Ƹ???</a> 7?? 8???? ?? ?????̶??? ????.???????ǰ? : ?ż?[????], ??ǥ?ְ? : 310,000?? ->265,000??[????]<br><br><br><br><br><br><br><br><br>Ư¡????<br>?̽?????<br><br><br>???̼??? (099190)<br>???? ???? ???? ???? ?? ?????? ?м? ? ????<br><br><br>???̷??????????? ???翡 ???? ???? ?????? ???? ???? 10% ?????? 3,216????, ???? EBITDA?? ???? ???? 27% ?????? 305????(???? EBITDA ???? 9.5%)?? ?????? ?????? ?????Ѵٰ? ????. ?? ?ְ??? 12???? ???? P/S ???? 1.4???? ?۷ι? Peer(4.8??) ?? ?????? ???? 3?? ????(1.9??) ???? ???????ǰ? ?ִٰ? ????.??Ư??, ?ٸ? ???? ???忡 ?????ϱ? ???? ?ʿ??? CGM ???? ???ù?(Receiver)?? 2025 ?? ?? ???õ? ?????̰?, ???? ???Ŀ??? ?????????? ???뿬?? ????(18?? ?̻????? 2?? ?̻?), ?????? ???? ?˶? ???? ?߰?, CGM ???? 2 ???ø? ?????? ?????̶????簡 ?????? ?? ?ִ? ?????? ?���?? ???? ?о??? ?????? ???ٰ? ????. ?ƿ﷯ ?????? ?????? ???????? ?߱???ü??  <a href="https://www.viamarket3.com">???Ƹ???</a> ???? ABT?? DXCM???? ???????????? EU?? ?????? ?ϰ? ?ִٴ? ?͵? ???????̶??? ????.???????ǰ? : ?ż?[????], ??ǥ?ְ? : 24,000??[????]<br><br><br>?ٺ???ũ (340360)<br>??ȸ?? ???ں???, ?????? PBS ??ǰ ????ȭ ???밨?? ????<br><br><br>???????? ?????? ???? 100% ??ȸ?? ???ں???(Ecovia)?? ?????? PBS(Polybutylene Succinate) ???? ??ǰ ????ȭ?? ????ȭ?ϰ? ?????? ģȯ?????? ?????? ?????ٰ? ????. ???ں??ƴ? ???? ???? ???? ?۷κ???(Globix)?? ?ٽ? ??õ ?????? ???????? ??ǰ ???ߺ??? ????, ????, ???????? ?????? ???? ???࿡ ????????. ?̿? ????, ?۷κ????? ?????? ?????? ???õ? ??ǰȭ ???Ͽ츦 ?????ϰ? ???ں??ƴ? ?۷κ????? ?????? PBS?????? ?????? ???????? ??ǰ ????ȭ ?? ?????? ?????? ????.?????ں??? ???¾? ??ǥ?? "???? ????ȭ, ????, ????, ??ǰ???? ???? ?????ϴ? ?????? ?????? ??ŭ ?ܼ? ???? ?????? ?Ѿ? ?????? ???????? ?ڸ????? ?? ???? ??"?̶???, "?ٺ???ũ?? ?۷ι? ???? ?ɷ°? ?????? ???????? ??????  <a href="https://www.viamarket3.com">???Ƹ???</a> ???忡?? ?????? ?????? Ȯ???? ??"?̶??? ????.<br><br><br><br><br><br><br><br><br><br><br></p>