2026-10-13 저녁 · 외사계 리포트 번역 / 해설
오늘은 37건입니다.
■ 132 국내 조선 3분기 프리뷰 — 5편
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01. 10/13 · JP모건 · 8면 · JP모건_한국 조선 3분기 프리뷰 업종
Korea Shipbuilding: 3Q26 earnings season to be weak across the board; HMS the safest place to hide
02. 10/12 · JP모건 · 13면 · JP모건_HD한국조선해양 3분기 미달 목표가 하향
HD Korea Shipbuilding & Offshore Engineering: 3Q26 earnings to miss with weakness across affiliates; maintain OW with PT cut to W410K
03. 10/12 · JP모건 · 13면 · JP모건_HD현대중공업 3분기 미달
HD Hyundai Heavy Industries: 3Q26 earnings to miss on FX and fewer working days; mounting worries over mid-term earnings
04. 10/12 · JP모건 · 12면 · JP모건_한화엔진 3분기 미달 2027 성장
Hanwha Engine: 3Q26 earnings to miss; focus on 2027E earnings growth & AIDC optionality
05. 10/12 · JP모건 · 13면 · JP모건_HD현대마린솔루션 3분기 부합
HD Hyundai Marine Solution: 3Q26 earnings to be in-line; focus on AIDC/FDC update
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