시리즈
경기순환
105경기순환주 관련 보고서 모음입니다.
![디엔에프(092070): 가동률 회복과 강력한 내러티브](https://cdn.orangeboard.co.kr/images/reports/8a0cd6ec-75c8-4aa8-a887-f265e702a161/image_1265224416256.png)
![](https://cdn.orangeboard.co.kr/images/profiles/8a0cd6ec-75c8-4aa8-a887-f265e702a161/image_1514417376954.png)
보유마진 53%
수익 -26%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![[루켄테크놀러지스]코스닥 상장하면 몇배?](https://cdn.orangeboard.co.kr/images/reports/8250a0d1-7fa8-4d8d-ad38-b296f3fc325b/image_211243965963881.png)
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![코미코, 믿고 맡기는 코미코](https://cdn.orangeboard.co.kr/images/reports/ada195ac-37bf-4144-a2f3-2720391a14c7/image_15524310321044.png)
무료
![CDNS : What's your EDA?](https://cdn.orangeboard.co.kr/images/reports/fd5b9a24-c38a-46bb-a73d-536b9e4b90c9/image_23113572084818.png)
무료
![제우스 무상증자 및 주가 전망 : HBM에 로봇을 더하다](https://cdn.orangeboard.co.kr/images/reports/8eebcdb0-8257-4d2a-bd5a-3eba55cb29f5/image_6263929945145.png)
![](https://cdn.orangeboard.co.kr/images/profiles/8eebcdb0-8257-4d2a-bd5a-3eba55cb29f5/image_53939480706790.jpeg)
마진 55%
수익 -19%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![인텍플러스 - Advanced Packaging / AI 시장과 함께 성장하는 회사](https://cdn.orangeboard.co.kr/images/reports/bb86dab2-18c7-4baf-b260-09b3755b0f74/image_21811192803844.png)
![](https://cdn.orangeboard.co.kr/images/profiles/bb86dab2-18c7-4baf-b260-09b3755b0f74/image_65449231443647.jpg)
보유목표달성
수익 -41%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![케이에스피 기업 분석 (feat. 이제는 글로벌 수출기업)](https://cdn.orangeboard.co.kr/images/reports/173949e8-f99d-4047-9baa-4730d3e6fc2c/image_6545224813268.png)
![](https://cdn.orangeboard.co.kr/images/profiles/173949e8-f99d-4047-9baa-4730d3e6fc2c/image_142129361264232.jpg)
보유
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![[심텍] 기업분석(우려와 불확실성 속에서)](https://cdn.orangeboard.co.kr/images/reports/412a62e7-d40d-4864-87b0-db3ef95743bb/image_31136877919340.png)
![](https://cdn.orangeboard.co.kr/images/profiles/412a62e7-d40d-4864-87b0-db3ef95743bb/image_123817909107077.jpeg)
보유마진 55%
수익 -22%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![지앤비에스에코: 반도체 너머 미래를 보다](https://cdn.orangeboard.co.kr/images/reports/b3791938-5ebc-4d23-bff8-4d7919bfbb78/image_22631820972288.png)
![](https://cdn.orangeboard.co.kr/images/profiles/b3791938-5ebc-4d23-bff8-4d7919bfbb78/image_1284718137374.png)
마진 36%
수익 -30%
무료
![엑시콘 : 주주들의 마음을 쳐버린 빅 엑시던트!!](https://cdn.orangeboard.co.kr/images/reports/0e91c0b3-f1c3-44c8-a0e4-3f16741b9a55/image_65631336253212.png)
![](https://cdn.orangeboard.co.kr/images/profiles/0e91c0b3-f1c3-44c8-a0e4-3f16741b9a55/image_71927981674288.png)
보유목표달성
수익 57%
무료
![HD현대건설기계 - 미국이 끌어주고 인도가 밀어준다](https://cdn.orangeboard.co.kr/images/reports/0cc3b14a-0da6-45a5-9c01-bf94c1c23ef2/image_01945930699771.png)
![](https://cdn.orangeboard.co.kr/images/profiles/0cc3b14a-0da6-45a5-9c01-bf94c1c23ef2/image_4122107911683.png)
마진 48%
수익 32%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![프로텍 : I am 자유에요.](https://cdn.orangeboard.co.kr/images/reports/fd5b9a24-c38a-46bb-a73d-536b9e4b90c9/image_71438176128250.png)
무료
![STX중공업 : 조선주 탑픽 - 높은 상방. 회사는 좋아지는데 주가는 아직 출발하지 못했다!](https://cdn.orangeboard.co.kr/images/reports/0cc3b14a-0da6-45a5-9c01-bf94c1c23ef2/image_04142896208840.png)
![](https://cdn.orangeboard.co.kr/images/profiles/0cc3b14a-0da6-45a5-9c01-bf94c1c23ef2/image_4122107911683.png)
보유마진 182%
수익 91%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![Alcoa Corporation(AA): 알루미늄, 지금일까?](https://cdn.orangeboard.co.kr/images/reports/c01bc5b3-d205-4331-b5e9-cf323ef6524c/image_8441995397272.png)
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![(티엘비) 3분기 실적 리뷰 및 바닥 지표 확인](https://cdn.orangeboard.co.kr/images/reports/6fb83f11-6338-43ba-95fb-17350182b571/image_12025602000298.png)
![](https://cdn.orangeboard.co.kr/images/profiles/6fb83f11-6338-43ba-95fb-17350182b571/image_5462913585038.jpg)
보유마진 44%
수익 -20%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![제우스 - 저평가된 HBM 수혜 기업](https://cdn.orangeboard.co.kr/images/reports/2f311164-ac2e-4457-ac65-f2485859c133/image_1425874808167.png)
![](https://cdn.orangeboard.co.kr/images/profiles/2f311164-ac2e-4457-ac65-f2485859c133/image_15188798231816.jpg)
보유마진 80%
수익 -2%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![벽산, Shortage는 Next time? I am 우려에요](https://cdn.orangeboard.co.kr/images/reports/ada195ac-37bf-4144-a2f3-2720391a14c7/image_0250494461603.png)
![](https://cdn.orangeboard.co.kr/images/profiles/ada195ac-37bf-4144-a2f3-2720391a14c7/image_14925900463803.jpg)
목표달성
수익 28%
무료
![[제주반도체] 퀄컴 인증을 받은 기업은 전세계적으로 일부에 불과하다](https://cdn.orangeboard.co.kr/images/reports/8250a0d1-7fa8-4d8d-ad38-b296f3fc325b/image_62725738655877.png)
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![[LX세미콘] 애플 IT OLED와 삼성 CEO의 부임, 24년 턴어라운드!!!](https://cdn.orangeboard.co.kr/images/reports/157e1a9e-7133-49b7-8fb9-928951cae8f8/image_51035591878578.png)
![](https://cdn.orangeboard.co.kr/images/profiles/157e1a9e-7133-49b7-8fb9-928951cae8f8/image_81843691253632.jpg)
보유마진 93%
수익 -18%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![[큐알티] 반도체칩 R&D의 시대, 신뢰성평가/종합분석 Q증가 기대](https://cdn.orangeboard.co.kr/images/reports/157e1a9e-7133-49b7-8fb9-928951cae8f8/image_03110989384998.png)
![](https://cdn.orangeboard.co.kr/images/profiles/157e1a9e-7133-49b7-8fb9-928951cae8f8/image_81843691253632.jpg)
보유목표달성
수익 26%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![(심텍) 23.3Q 실적 분석. 거의 다 왔다.](https://cdn.orangeboard.co.kr/images/reports/6fb83f11-6338-43ba-95fb-17350182b571/image_4307184452144.png)
![](https://cdn.orangeboard.co.kr/images/profiles/6fb83f11-6338-43ba-95fb-17350182b571/image_5462913585038.jpg)
보유마진 81%
수익 9%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![기가비스 - 2023년 3분기 실적 리뷰 & 전망](https://cdn.orangeboard.co.kr/images/reports/bfde59da-d474-4c87-9c70-d795e8288467/image_33647581662596.jpg)
![](https://cdn.orangeboard.co.kr/images/profiles/bfde59da-d474-4c87-9c70-d795e8288467/image_135642256343044.jpg)
보유마진 -0%
수익 -54%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![지니언스(국내 독과점형태의 NAC, EDR 보안선두업체)](https://cdn.orangeboard.co.kr/images/reports/879511e6-501d-4e29-bfbc-3ae84b571161/image_12328901079287.png)
![](https://cdn.orangeboard.co.kr/images/profiles/879511e6-501d-4e29-bfbc-3ae84b571161/image_2558160402454.jpg)
보유마진 445%
수익 -22%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![[조선]조정 받은 조선섹터, 뭘 사야할까?](https://cdn.orangeboard.co.kr/images/reports/ad2d3d55-c8a0-449c-940e-8c8cddce29bc/image_122116793755676.png)
![](https://cdn.orangeboard.co.kr/images/profiles/ad2d3d55-c8a0-449c-940e-8c8cddce29bc/image_35434288197203.jpg)
보유
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)