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[DAOL퀀트 김경훈] 바텀업 전략@bottomupquantapproach P.11241
BOTTOMUPQUANTAPPROACH Telegram 11241
「파마리서치」 2Q25 실적발표

08/08 10:20 DART 공시

◆ 수급 정보
- 종목주인: 외국인
- 수급레벨: 꽉찬집

◆ 실적 정보
- 매출액 1406억원 (69% y // 20% q)
- 영업익 559억원 (82% y // 25% q)
- 순이익 474억원 (51% y // 31% q)
→ 과거 6개 분기 최고치(39.1%)를 상회하는 OPM(39.8%) 발표하며 RERATING 가능성

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

☞ 이는 주가 Drift가 발생하기에 무의미한 「NO POSITION」 실적임을 알려드립니다!
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tgoop.com/bottomupquantapproach/11241
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「파마리서치」 2Q25 실적발표

08/08 10:20 DART 공시

◆ 수급 정보
- 종목주인: 외국인
- 수급레벨: 꽉찬집

◆ 실적 정보
- 매출액 1406억원 (69% y // 20% q)
- 영업익 559억원 (82% y // 25% q)
- 순이익 474억원 (51% y // 31% q)
→ 과거 6개 분기 최고치(39.1%)를 상회하는 OPM(39.8%) 발표하며 RERATING 가능성

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

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

BY [DAOL퀀트 김경훈] 바텀업 전략




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