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[DAOL퀀트 김경훈] 바텀업 전략@bottomupquantapproach P.11195
BOTTOMUPQUANTAPPROACH Telegram 11195
「카카오페이」 2Q25 실적발표

08/05 14:34 DART 공시

◆ 수급 정보
- 종목주인: 기관
- 수급레벨: 텅빈집

◆ 실적 정보
- 매출액 2383억원 (28% y // 12% q)
- 영업익 93억원 (흑전 y // 110.884353741497 q)
- 순이익 127억원 (229% y // -5% q)
→ 과거 6개 분기 최고치(2.1%)를 상회하는 OPM(3.9%) 발표하며 RERATING 가능성

◆ 퀀트 결론
- 실적강도(SUE): 고분위 (컨센 상회)
- 센티먼트(△P/E): 고분위 (주도주)

☞ 이는 주가 Drift가 발생하기에 무의미한 「NO POSITION」 실적임을 알려드립니다!
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tgoop.com/bottomupquantapproach/11195
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「카카오페이」 2Q25 실적발표

08/05 14:34 DART 공시

◆ 수급 정보
- 종목주인: 기관
- 수급레벨: 텅빈집

◆ 실적 정보
- 매출액 2383억원 (28% y // 12% q)
- 영업익 93억원 (흑전 y // 110.884353741497 q)
- 순이익 127억원 (229% y // -5% q)
→ 과거 6개 분기 최고치(2.1%)를 상회하는 OPM(3.9%) 발표하며 RERATING 가능성

◆ 퀀트 결론
- 실적강도(SUE): 고분위 (컨센 상회)
- 센티먼트(△P/E): 고분위 (주도주)

☞ 이는 주가 Drift가 발생하기에 무의미한 「NO POSITION」 실적임을 알려드립니다!

BY [DAOL퀀트 김경훈] 바텀업 전략




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The group also hosted discussions on committing arson, Judge Hui said, including setting roadblocks on fire, hurling petrol bombs at police stations and teaching people to make such weapons. The conversation linked to arson went on for two to three months, Hui said. There have been several contributions to the group with members posting voice notes of screaming, yelling, groaning, and wailing in different rhythms and pitches. Calling out the “degenerate” community or the crypto obsessives that engage in high-risk trading, Co-founder of NFT renting protocol Rentable World emiliano.eth shared this group on his Twitter. He wrote: “hey degen, are you stressed? Just let it out all out. Voice only tg channel for screaming”. Commenting about the court's concerns about the spread of false information related to the elections, Minister Fachin noted Brazil is "facing circumstances that could put Brazil's democracy at risk." During the meeting, the information technology secretary at the TSE, Julio Valente, put forward a list of requests the court believes will disinformation. A vandalised bank during the 2019 protest. File photo: May James/HKFP. To edit your name or bio, click the Menu icon and select “Manage Channel.”
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