시리즈
조선
44조선업 관련 보고서 모음입니다.
![조선업 근황 업데이트(feat 분식회계, 수퍼사이클, 환경규제)](https://cdn.orangeboard.co.kr/images/reports/dac68f5b-dde0-4cd5-bfaa-f77ac142d95c/image_61458955175515.jpg)
무료
![23.12.21 케이에스피 유상증자 공시 살펴보기](https://cdn.orangeboard.co.kr/images/reports/ad2d3d55-c8a0-449c-940e-8c8cddce29bc/image_5401532754278.png)
![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)
![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)
![HSD엔진 23년 3분기 실적 업데이트](https://cdn.orangeboard.co.kr/images/reports/ad2d3d55-c8a0-449c-940e-8c8cddce29bc/image_521696193936.png)
![](https://cdn.orangeboard.co.kr/images/profiles/ad2d3d55-c8a0-449c-940e-8c8cddce29bc/image_35434288197203.jpg)
보유목표달성
수익 87%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![삼영엠텍 23년 3분기 실적 업데이트](https://cdn.orangeboard.co.kr/images/reports/ad2d3d55-c8a0-449c-940e-8c8cddce29bc/image_01821948351460.png)
![](https://cdn.orangeboard.co.kr/images/profiles/ad2d3d55-c8a0-449c-940e-8c8cddce29bc/image_35434288197203.jpg)
마진 52%
수익 33%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![케이에스피 23년 3분기 실적 업데이트](https://cdn.orangeboard.co.kr/images/reports/ad2d3d55-c8a0-449c-940e-8c8cddce29bc/image_01117270578174.png)
![](https://cdn.orangeboard.co.kr/images/profiles/ad2d3d55-c8a0-449c-940e-8c8cddce29bc/image_35434288197203.jpg)
보유마진 94%
수익 46%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![조선소 투자하면 알아두어야 할 지표](https://cdn.orangeboard.co.kr/images/reports/5db1be57-c67a-4da9-852f-118d6a84af51/image_234127681465012.png)
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![STX중공업 - 좋아질 Room이 많다!](https://cdn.orangeboard.co.kr/images/reports/1bee6a15-5e3c-455d-a28d-2f7be3b68481/image_05644403080562.png)
![](https://cdn.orangeboard.co.kr/images/profiles/1bee6a15-5e3c-455d-a28d-2f7be3b68481/image_7135594563394.jpg)
보유목표달성
수익 131%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![[조선]선박 엔진 정리](https://cdn.orangeboard.co.kr/images/reports/ad2d3d55-c8a0-449c-940e-8c8cddce29bc/image_84715862499261.jpg)
![](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)
![[삼영엠텍] 턴어라운드하는가?](https://cdn.orangeboard.co.kr/images/reports/8250a0d1-7fa8-4d8d-ad38-b296f3fc325b/image_144221658041423.png)
![](https://cdn.orangeboard.co.kr/images/profiles/8250a0d1-7fa8-4d8d-ad38-b296f3fc325b/image_13141347992862.jpg)
마진 60%
최종 수익 21%
![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)
![대양전기공업 - 시작된 턴어라운드](https://cdn.orangeboard.co.kr/images/reports/1bee6a15-5e3c-455d-a28d-2f7be3b68481/image_5344492633739.png)
![](https://cdn.orangeboard.co.kr/images/profiles/1bee6a15-5e3c-455d-a28d-2f7be3b68481/image_7135594563394.jpg)
마진 72%
수익 6%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![한화오션 유상증자 분석 - 앞으로의 방산 모멘텀](https://cdn.orangeboard.co.kr/images/reports/temp/image_23595080544872.jpg)
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![HSD엔진 23년 2분기 실적 업데이트](https://cdn.orangeboard.co.kr/images/reports/ad2d3d55-c8a0-449c-940e-8c8cddce29bc/image_95654410245779.png)
![](https://cdn.orangeboard.co.kr/images/profiles/ad2d3d55-c8a0-449c-940e-8c8cddce29bc/image_35434288197203.jpg)
보유목표달성
수익 87%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![케이에스피 23년 2분기 실적 업데이트](https://cdn.orangeboard.co.kr/images/reports/ad2d3d55-c8a0-449c-940e-8c8cddce29bc/image_32343719750348.png)
![](https://cdn.orangeboard.co.kr/images/profiles/ad2d3d55-c8a0-449c-940e-8c8cddce29bc/image_35434288197203.jpg)
보유목표달성
수익 46%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![삼영엠텍 23년 2분기 실적 업데이트](https://cdn.orangeboard.co.kr/images/reports/ad2d3d55-c8a0-449c-940e-8c8cddce29bc/image_165848660504839.png)
![](https://cdn.orangeboard.co.kr/images/profiles/ad2d3d55-c8a0-449c-940e-8c8cddce29bc/image_35434288197203.jpg)
보유마진 52%
수익 33%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![한국카본 1차 목표가 도달 및 향후 투자전략](https://cdn.orangeboard.co.kr/images/reports/dac68f5b-dde0-4cd5-bfaa-f77ac142d95c/image_2837120225898.png)
무료
![조선업 근황 (feat 해상물류, 컨테이너, 북극해항로, 한화오션)](https://cdn.orangeboard.co.kr/images/reports/dac68f5b-dde0-4cd5-bfaa-f77ac142d95c/image_761368098202.png)
무료
![조선업 정리 (feat. 오렌지보드 리포트)](https://cdn.orangeboard.co.kr/images/reports/efb36f30-e846-49a0-8601-35be94c554e8/image_5314731813241.png)
무료
![한화오션 - 대우조선해양에서 한화오션이 되면 달라지는 점](https://cdn.orangeboard.co.kr/images/reports/bfde59da-d474-4c87-9c70-d795e8288467/image_115726158526646.jpg)
![](https://cdn.orangeboard.co.kr/images/profiles/bfde59da-d474-4c87-9c70-d795e8288467/image_135642256343044.jpg)
보유목표달성
최종 수익 -21%
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![환경 규제가 드라이벌크 시장에 미치는 영향](https://cdn.orangeboard.co.kr/images/reports/bfde59da-d474-4c87-9c70-d795e8288467/image_04132160039405.jpg)
![](https://cdn.orangeboard.co.kr/images/profiles/bfde59da-d474-4c87-9c70-d795e8288467/image_135642256343044.jpg)
보유
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
![[조선]과거 상방을 열어준 포인트들에 비춰본 조선섹터의 미래는?](https://cdn.orangeboard.co.kr/images/reports/ad2d3d55-c8a0-449c-940e-8c8cddce29bc/image_52420274404618.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)
![[조선기자재 업체 분석 시리즈] 8.에스앤더블류 : 상폐위기 끝, 돌아오는 업사이클](https://cdn.orangeboard.co.kr/images/reports/ad2d3d55-c8a0-449c-940e-8c8cddce29bc/image_64621994433746.png)
![Orange Icon](https://orangeboard-front.s3.ap-northeast-2.amazonaws.com/public/images/point/orange_2x.png)
조선업 관련 보고서 모음입니다.