공급축소
목표주가 17만 원으로 상향, 2분기부터 실적 큰 폭 개선
21E B/G DRAM +19%, NAND +37%
21E 추정 영업이익 9조6000억 원, +92% YoY
김동원 KB증권
한국콜마
KOLMAR KOREA-Earnings and Stock Performance to Recover
Across-the-board earnings improvement in sight; stock to continue to gain ground
2021 forecast: Revenue/OP at +14%/35% YoY
4Q20 preview: Revenue to take hit from COVID-19 but OP to soar 40...
2021-02-01 08:10