![[특징주] NHN, 3분기 호실적·데이터센터 기대에 상한가](/api/img?u=https%3A%2F%2Fimg.yna.co.kr%2Fphoto%2Fcms%2F2024%2F10%2F02%2F21%2FPCM20241002000321017_P2.jpg&w=1200&q=72&f=webp)
영업이익 588억원·순이익 389억원, 시장 전망치 상회
AI-generated summary
NHN은 3분기 연결 기준 영업이익 588억원, 순이익 389억원을 기록했다고 공시했다. 이는 전년 동기 대비 각각 112.7%, 115.8% 증가한 수치이며, 연합인포맥스 시장 전망치 537억원을 9.4% 웃돈다.
3분기 호실적을 발표한 NHN[181710]이 10일 장 초반 상한가를 기록했다.
이날 오전 9시 16분 현재 유가증권시장에서 NHN은 전장보다 29.87% 오른 7만7천400원으로 상한가를 기록했다.
주가는 15.77% 오른 6만9천원에 거래를 시작해 빠르게 상승 폭을 키웠다.
NHN은 3분기 영업이익(연결)은 전년 동기 대비 112.7% 증가한 588억원, 순이익은 115.8% 늘어난 389억원으로 집계됐다고 이날 공시했다.
영업이익은 금융정보업체 연합인포맥스가 집계한 시장 전망치(537억원)를 9.4% 웃돈다.
미국에서 데이터센터 규제 강화 우려가 커지는 가운데 국내 데이터센터 사업자들이 반사이익을 얻을 수 있다는 기대가 나오자 NHN 주가는 최근 강세를 보여왔다.
NHN은 이미 확보한 분량을 포함, 2027년 말까지 총 100메가와트 규모의 AI 데이터센터를 운영할 계획이다.
특히 서울 가산디지털단지와 인천 가좌동 데이터센터를 내년 상반기 가동하고, 전남광주 장성에 2곳 및 경북 포항에 1곳의 데이터센터 건립을 신규 추진한다.
AI outlook — possibilities, not facts
NHN 주가가 단기적으로 강세를 유지할 가능성이 높다
Likely · Within days

Hanwha Aerospace obtained type approval for marine hydrogen fuel cells for the first time in Korea from the Korea Register of Shipping. It is a system with an energy efficiency exceeding 50% at a rated output of 200kW, and plans are being made to install it on commercial ships and enter overseas markets.

Shinyoung C&D won orders for the construction of Kangwon Land's second casino business site (approximately KRW 74.1 billion) and the construction of the Honor Stone 2 memorial hall in Yongin, Gyeonggi Province (approximately KRW 62 billion). Private office orders are also continuing, and orders are expected to reach approximately 700 billion won this year.
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As international oil prices plummeted amid expectations of easing tensions between the United States and Iran, airline stocks such as Korean Air, Asiana Airlines, Jeju Air, and Hanjin KAL all showed strength in the domestic stock market on the 10th. Most airline stocks broke their 52-week highs during the day, including Korean Air, which hit its upper limit.

According to a survey by SNE Research, the global battery separator load for electric vehicles from January to September this year was approximately 16.218 billion m2, an increase of 24.8% from the same period last year. The Chinese company's share increased by 4.0 percentage points to 92.2%, while the Korean company's share decreased to 2.2%.

Lee Chan-jin, head of the Financial Supervisory Service, announced that he would apply zero tolerance to intentional accounting fraud and establish a regular review system at the level of developed countries. It also emphasized the policy of strengthening supervision of accounting firms that repeat poor auditing and implementing additional selective screening and supervision to address concerns about poor audit quality.

Jeil Pharmaceutical's P-CAB treatment Jacubo surpassed KRW 10 billion in monthly prescriptions for the first time in October this year with KRW 10.3 billion in outpatient prescriptions. In the domestic P-CAB market, competition is expected to intensify with the addition of Daewon Pharmaceutical's Padoprazan and Takeda Pharmaceutical's Bosinti in a three-way battle between K-Cap, Jacubo, and Pexuclu.