
현대차증권은 파업과 환율 하락으로 현대차 3분기 영업이익이 시장 기대치를 16.6% 하회할 것이라며 목표주가를 63만원에서 50만원으로 하향 조정했다. 다만 환율 영향과 로보틱스·자율주행 모멘텀 약화는 주가에 이미 반영됐다고 보고 투자전략은 '매수'로 유지했다.
AI-generated summary
현대차증권은 현대차의 3분기 실적이 파업과 환율 하락으로 부진할 것이라며 목표주가를 하향 조정했다.
(서울=연합뉴스) 경수현 기자 = 현대차증권은 12일 현대차[005380]와 관련해 파업과 환율 여파로 3분기 영업이익이 시장 기대치를 밑돌 전망이라며 현대차에 대한 목표주가를 종전 63만원에서 50만원으로 하향 조정했다.
현대차의 전 거래일 종가는 32만4천500원이다.
장문수 연구원은 이날 보고서에서 현대차의 3분기 영업이익이 2조3천502억원으로 작년 동기보다 7.4% 줄면서 시장 기대치(약 2조8천194억원)를 16.6% 하회할 것이라고 분석했다.
장 연구원은 원/달러 환율 하락에 따른 부담에 국내 파업에 의한 생산 차질 등을 3분기 실적 부진의 요인으로 꼽았다.
그는 올해와 내년 연간 영업이익 전망치도 10조2천490억원과 11조80억원으로 각각 종전보다 12.5%, 17.4% 내려 잡았다.
다만 그는 최근 환율 영향과 로보틱스·자율주행 모멘텀의 약화는 주가에 상당 부분 반영된 것으로 판단된다며 현대차에 대한 투자전략은 종전처럼 '매수'로 제시했다.
AI outlook — possibilities, not facts
현대차의 3분기 영업이익은 2조3천502억원으로 작년 동기보다 7.4% 감소할 것
Likely · Within weeks
현대차의 연간 영업이익 전망치는 올해 10조2천490억원, 내년 11조80억원으로 조정될 것
Likely · Within months

At the Supply Chain Stabilization Committee meeting, Deputy Prime Minister and Minister of Finance and Economy Lee Hyeong-il emphasized the need to proactively identify and strengthen weak links in the supply chain beyond short-term crisis response. Based on his experience in the Middle East crisis, he assessed that supply chain instability is becoming a structural risk due to competition for global technological hegemony and the prolongation of the Middle East war.

According to the Korea Securities Depository, the average daily securities settlement amount in the third quarter was 35.4 trillion won, down 16.5% from the previous quarter but up 29.4% compared to the same period last year. Both stock and bond settlement amounts decreased compared to the previous quarter, and institutional investor settlements decreased by 18.6%.
![[Featured stock] Hanwha M&S surges 23% in early trading due to Kim Dong-seon's tender offer](/api/img?u=https%3A%2F%2Fimg.yna.co.kr%2Fphoto%2Fyna%2FYH%2F2026%2F08%2F03%2FPYH2026080309160001300_P2.jpg&w=320&q=72&f=webp)
Hanwha Machinery & Services is trading at 7,480 won, up more than 23% in early trading following the announcement of a tender offer plan by Kim Dong-seon, president of future strategy. The tender offer price was 8,000 won per share, which was higher than the previous closing price and acted as a positive factor, and upon completion, President Kim's shareholding will increase from 5.81% to 24.81%.
![[Bulletin board] Kiwoom Securities, pension savings account ETF trading event](/api/img?u=https%3A%2F%2Fimg.yna.co.kr%2Fetc%2Finner%2FKR%2F2026%2F10%2F12%2FAKR20261012048100008_01_i_P2.jpg&w=320&q=72&f=webp)
Kiwoom Securities is holding a ‘Pension Savings ETF Asset Management Event’ for users who invest in ETFs with pension savings accounts until December 30th. If you trade an ETF designated by a participating manager, you will receive a gift certificate based on the net purchase amount. If you meet all seven managers' conditions, you can receive a gift certificate worth up to 210,000 won. Coffee coupons are additionally provided to users who have not traded ETFs in the past six months.

In order to spread a fair bidding culture, Gyeonggi Province is promoting a pilot project to select 10 exemplary construction companies for proper bidding by the end of the year. The target is a construction company in the province that has been judged suitable at least once in a public bidding survey, and seven items are evaluated, including compliance with laws and regulations, soundness, and new technology and patents. Selected companies will receive an extension of the public bidding grace period and promotional benefits, and applications will be accepted by the Gyeonggi Provincial Chapter of the Construction Association of Korea and the Gyeonggi Provincial Chapter of the Korea Professional Construction Association by the 30th.

According to the Korea Customs Service, exports from the 1st to the 10th reached an all-time high of $26.1 billion, up 102.0% compared to the same period last year, and the average daily export amount also reached a record high of $4.75 billion, up 28.5%. Semiconductor exports surged 170.9% to $12.2 billion, accounting for 46.7% of total exports, and the trade balance recorded a surplus of $3.8 billion.