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๐ŸŽฏ LEADER2026-08-22

๐ŸŽฏ 2026-08-22 LEADER Marking

Claude CLI๊ฐ€ 7d ์‚ฐ์—… ์ด์Šˆ์—์„œ ์ž๋™ ์ถ”์ถœ ยท ๐Ÿ”ฅ 0 / ๐Ÿ“Œ 4 / ๐Ÿ’ก 0

๐Ÿ”ฅ Critical (0๊ฑด)

๐Ÿ“Œ Watch (4๊ฑด)

๐Ÿ“Œ Watch ๋ฐ˜๋„์ฒด์™€๋ฐ˜๋„์ฒด์žฅ๋น„ ๋ฐ˜๋„์ฒด์™€๋ฐ˜๋„์ฒด์žฅ๋น„

PS์ผ๋ ‰ํŠธ๋กœ๋‹‰์Šค(332570) โ€” ์ฃผ๋ด‰ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ง„์ž…

4/13/26/52์ฃผ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ „ํ™˜(์ƒ์•  83์ฃผยท์ค‘๋…„ยท์ •๋ฐฐ์—ด 1์ฃผ). ์ด์ต ๊ฐ€์†: ๋ฏธ์ถฉ์กฑ ยท OP YoY None% (๋ธํƒ€ None) ยท ์ปจ์„ผ T0 687.7%โ†’T+1 31.2%. ๋ฐœ๊ตด๊ธฐ์ค€ ๋ฏธ์ถฉ์กฑ(ํ†ตํ•ฉ์ด์ต๊ฐ€์† ๋˜๋Š” ์ƒ์• <40) โ€” ๊ด€์ฐฐ. ๋ฐธ๋ฅ˜(PER 15.2ยทPBR 3.03)๋Š” ํ‘œ์‹œ ์ „์šฉ(์Šค์ฝ”์–ด ๋ฏธํฌํ•จ).
๐Ÿ“‹ chain yaml snippet (vault์— ์ถ”๊ฐ€)
  - chain_id: mark-20260822-watch-yaml-0
    name: PS์ผ๋ ‰ํŠธ๋กœ๋‹‰์Šค(332570) โ€” ์ฃผ๋ด‰ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ง„์ž…
    L0_trend: 4/13/26/52์ฃผ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ „ํ™˜(์ƒ์•  83์ฃผยท์ค‘๋…„ยท์ •๋ฐฐ์—ด 1์ฃผ). ์ด์ต ๊ฐ€์†: ๋ฏธ์ถฉ์กฑ ยท OP YoY None% (๋ธํƒ€ None) ยท ์ปจ์„ผ T0 687.7%โ†’T+1 31.2%. ๋ฐœ๊ตด๊ธฐ์ค€ ๋ฏธ์ถฉ์กฑ(ํ†ตํ•ฉ์ด์ต๊ฐ€์† ๋˜
    L1_industry: TODO
    L2_bottleneck:
      - TODO
    L3_primary:
      KR:
        - {name: PS์ผ๋ ‰ํŠธ๋กœ๋‹‰์Šค, code: '332570'}
      Global: []
    L4_picks_shovels:
      KR: []
      Global: []
    L5_ecosystem:
      KR: []
      Global: []
    horizon: 1-3y
    confidence: low
    related_chains: []
    sources:
      - "2026-08-22 Claude marking (watch)"
    notes: |
      4/13/26/52์ฃผ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ „ํ™˜(์ƒ์•  83์ฃผยท์ค‘๋…„ยท์ •๋ฐฐ์—ด 1์ฃผ). ์ด์ต ๊ฐ€์†: ๋ฏธ์ถฉ์กฑ ยท OP YoY None% (๋ธํƒ€ None) ยท ์ปจ์„ผ T0 687.7%โ†’T+1 31.2%. ๋ฐœ๊ตด๊ธฐ์ค€ ๋ฏธ์ถฉ์กฑ(ํ†ตํ•ฉ์ด์ต๊ฐ€์† ๋˜๋Š” ์ƒ์• <40) โ€” ๊ด€์ฐฐ. ๋ฐธ๋ฅ˜(PER 15.2ยทPBR 3.03)๋Š” ํ‘œ์‹œ ์ „์šฉ(์Šค์ฝ”์–ด ๋ฏธํฌํ•จ).
๐Ÿ“Œ Watch ๊ฒŒ์ž„์—”ํ„ฐํ…Œ์ธ๋จผํŠธ ๊ฒŒ์ž„์—”ํ„ฐํ…Œ์ธ๋จผํŠธ

NHN(181710) โ€” ์ฃผ๋ด‰ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ง„์ž…

4/13/26/52์ฃผ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ „ํ™˜(์ƒ์•  71์ฃผยท์ค‘๋…„ยท์ •๋ฐฐ์—ด 1์ฃผ). ์ด์ต ๊ฐ€์†: ์‹คํ˜„ ๊ฐ€์†ยท์„ ํ–‰ ๋‘”ํ™” ยท OP YoY 164.1% (๋ธํƒ€ 169.2) ยท ์ปจ์„ผ T0 47.0%โ†’T+1 24.0%. ๋ฐœ๊ตด๊ธฐ์ค€ ๋ฏธ์ถฉ์กฑ(ํ†ตํ•ฉ์ด์ต๊ฐ€์† ๋˜๋Š” ์ƒ์• <40) โ€” ๊ด€์ฐฐ. ๋ฐธ๋ฅ˜(PER 35.4ยทPBR 1.54)๋Š” ํ‘œ์‹œ ์ „์šฉ(์Šค์ฝ”์–ด ๋ฏธํฌํ•จ).
๐Ÿ“‹ chain yaml snippet (vault์— ์ถ”๊ฐ€)
  - chain_id: mark-20260822-watch-yaml-1
    name: NHN(181710) โ€” ์ฃผ๋ด‰ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ง„์ž…
    L0_trend: 4/13/26/52์ฃผ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ „ํ™˜(์ƒ์•  71์ฃผยท์ค‘๋…„ยท์ •๋ฐฐ์—ด 1์ฃผ). ์ด์ต ๊ฐ€์†: ์‹คํ˜„ ๊ฐ€์†ยท์„ ํ–‰ ๋‘”ํ™” ยท OP YoY 164.1% (๋ธํƒ€ 169.2) ยท ์ปจ์„ผ T0 47.0%โ†’T+1 24.0%. ๋ฐœ๊ตด๊ธฐ์ค€ ๋ฏธ์ถฉ์กฑ
    L1_industry: TODO
    L2_bottleneck:
      - TODO
    L3_primary:
      KR:
        - {name: NHN, code: '181710'}
      Global: []
    L4_picks_shovels:
      KR: []
      Global: []
    L5_ecosystem:
      KR: []
      Global: []
    horizon: 1-3y
    confidence: low
    related_chains: []
    sources:
      - "2026-08-22 Claude marking (watch)"
    notes: |
      4/13/26/52์ฃผ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ „ํ™˜(์ƒ์•  71์ฃผยท์ค‘๋…„ยท์ •๋ฐฐ์—ด 1์ฃผ). ์ด์ต ๊ฐ€์†: ์‹คํ˜„ ๊ฐ€์†ยท์„ ํ–‰ ๋‘”ํ™” ยท OP YoY 164.1% (๋ธํƒ€ 169.2) ยท ์ปจ์„ผ T0 47.0%โ†’T+1 24.0%. ๋ฐœ๊ตด๊ธฐ์ค€ ๋ฏธ์ถฉ์กฑ(ํ†ตํ•ฉ์ด์ต๊ฐ€์† ๋˜๋Š” ์ƒ์• <40) โ€” ๊ด€์ฐฐ. ๋ฐธ๋ฅ˜(PER 35.4ยทPBR 1.54)๋Š” ํ‘œ์‹œ ์ „์šฉ(์Šค์ฝ”์–ด ๋ฏธํฌํ•จ).
๐Ÿ“Œ Watch ์ƒ์—…์„œ๋น„์Šค์™€๊ณต๊ธ‰ํ’ˆ ์ƒ์—…์„œ๋น„์Šค์™€๊ณต๊ธ‰ํ’ˆ

์‚ผ์„ฑE&A(028050) โ€” ์ฃผ๋ด‰ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ง„์ž…

4/13/26/52์ฃผ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ „ํ™˜(์ƒ์•  65์ฃผยท์ค‘๋…„ยท์ •๋ฐฐ์—ด 1์ฃผ). ์ด์ต ๊ฐ€์†: ์‹คํ˜„ ๊ฐ€์†ยท์„ ํ–‰ ๋‘”ํ™” ยท OP YoY 19.6% (๋ธํƒ€ 25.9) ยท ์ปจ์„ผ T0 24.0%โ†’T+1 21.3%. ๋ฐœ๊ตด๊ธฐ์ค€ ๋ฏธ์ถฉ์กฑ(ํ†ตํ•ฉ์ด์ต๊ฐ€์† ๋˜๋Š” ์ƒ์• <40) โ€” ๊ด€์ฐฐ. ๋ฐธ๋ฅ˜(PER 14.22ยทPBR 1.84)๋Š” ํ‘œ์‹œ ์ „์šฉ(์Šค์ฝ”์–ด ๋ฏธํฌํ•จ).
๐Ÿ“‹ chain yaml snippet (vault์— ์ถ”๊ฐ€)
  - chain_id: mark-20260822-watch-yaml-2
    name: ์‚ผ์„ฑE&A(028050) โ€” ์ฃผ๋ด‰ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ง„์ž…
    L0_trend: 4/13/26/52์ฃผ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ „ํ™˜(์ƒ์•  65์ฃผยท์ค‘๋…„ยท์ •๋ฐฐ์—ด 1์ฃผ). ์ด์ต ๊ฐ€์†: ์‹คํ˜„ ๊ฐ€์†ยท์„ ํ–‰ ๋‘”ํ™” ยท OP YoY 19.6% (๋ธํƒ€ 25.9) ยท ์ปจ์„ผ T0 24.0%โ†’T+1 21.3%. ๋ฐœ๊ตด๊ธฐ์ค€ ๋ฏธ์ถฉ์กฑ(ํ†ต
    L1_industry: TODO
    L2_bottleneck:
      - TODO
    L3_primary:
      KR:
        - {name: ์‚ผ์„ฑE&A, code: '028050'}
      Global: []
    L4_picks_shovels:
      KR: []
      Global: []
    L5_ecosystem:
      KR: []
      Global: []
    horizon: 1-3y
    confidence: low
    related_chains: []
    sources:
      - "2026-08-22 Claude marking (watch)"
    notes: |
      4/13/26/52์ฃผ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ „ํ™˜(์ƒ์•  65์ฃผยท์ค‘๋…„ยท์ •๋ฐฐ์—ด 1์ฃผ). ์ด์ต ๊ฐ€์†: ์‹คํ˜„ ๊ฐ€์†ยท์„ ํ–‰ ๋‘”ํ™” ยท OP YoY 19.6% (๋ธํƒ€ 25.9) ยท ์ปจ์„ผ T0 24.0%โ†’T+1 21.3%. ๋ฐœ๊ตด๊ธฐ์ค€ ๋ฏธ์ถฉ์กฑ(ํ†ตํ•ฉ์ด์ต๊ฐ€์† ๋˜๋Š” ์ƒ์• <40) โ€” ๊ด€์ฐฐ. ๋ฐธ๋ฅ˜(PER 14.22ยทPBR 1.84)๋Š” ํ‘œ์‹œ ์ „์šฉ(์Šค์ฝ”์–ด ๋ฏธํฌํ•จ).
๐Ÿ“Œ Watch IT์„œ๋น„์Šค IT์„œ๋น„์Šค

์‚ผ์„ฑ์—์Šค๋””์—์Šค(018260) โ€” ์ฃผ๋ด‰ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ง„์ž…

4/13/26/52์ฃผ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ „ํ™˜(์ƒ์•  62์ฃผยท์ค‘๋…„ยท์ •๋ฐฐ์—ด 1์ฃผ). ์ด์ต ๊ฐ€์†: ์„ ํ–‰ ํ„ด์–ด๋ผ์šด๋“œ ยท OP YoY -70.8% (๋ธํƒ€ -77.7) ยท ์ปจ์„ผ T0 -13.5%โ†’T+1 29.0%. ๋ฐœ๊ตด๊ธฐ์ค€ ๋ฏธ์ถฉ์กฑ(ํ†ตํ•ฉ์ด์ต๊ฐ€์† ๋˜๋Š” ์ƒ์• <40) โ€” ๊ด€์ฐฐ. ๋ฐธ๋ฅ˜(PER 27.19ยทPBR 1.71)๋Š” ํ‘œ์‹œ ์ „์šฉ(์Šค์ฝ”์–ด ๋ฏธํฌํ•จ).
๐Ÿ“‹ chain yaml snippet (vault์— ์ถ”๊ฐ€)
  - chain_id: mark-20260822-watch-yaml-3
    name: ์‚ผ์„ฑ์—์Šค๋””์—์Šค(018260) โ€” ์ฃผ๋ด‰ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ง„์ž…
    L0_trend: 4/13/26/52์ฃผ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ „ํ™˜(์ƒ์•  62์ฃผยท์ค‘๋…„ยท์ •๋ฐฐ์—ด 1์ฃผ). ์ด์ต ๊ฐ€์†: ์„ ํ–‰ ํ„ด์–ด๋ผ์šด๋“œ ยท OP YoY -70.8% (๋ธํƒ€ -77.7) ยท ์ปจ์„ผ T0 -13.5%โ†’T+1 29.0%. ๋ฐœ๊ตด๊ธฐ์ค€ ๋ฏธ์ถฉ์กฑ(ํ†ต
    L1_industry: TODO
    L2_bottleneck:
      - TODO
    L3_primary:
      KR:
        - {name: ์‚ผ์„ฑ์—์Šค๋””์—์Šค, code: '018260'}
      Global: []
    L4_picks_shovels:
      KR: []
      Global: []
    L5_ecosystem:
      KR: []
      Global: []
    horizon: 1-3y
    confidence: low
    related_chains: []
    sources:
      - "2026-08-22 Claude marking (watch)"
    notes: |
      4/13/26/52์ฃผ ์ •๋ฐฐ์—ด ์‹ ๊ทœ ์ „ํ™˜(์ƒ์•  62์ฃผยท์ค‘๋…„ยท์ •๋ฐฐ์—ด 1์ฃผ). ์ด์ต ๊ฐ€์†: ์„ ํ–‰ ํ„ด์–ด๋ผ์šด๋“œ ยท OP YoY -70.8% (๋ธํƒ€ -77.7) ยท ์ปจ์„ผ T0 -13.5%โ†’T+1 29.0%. ๋ฐœ๊ตด๊ธฐ์ค€ ๋ฏธ์ถฉ์กฑ(ํ†ตํ•ฉ์ด์ต๊ฐ€์† ๋˜๋Š” ์ƒ์• <40) โ€” ๊ด€์ฐฐ. ๋ฐธ๋ฅ˜(PER 27.19ยทPBR 1.71)๋Š” ํ‘œ์‹œ ์ „์šฉ(์Šค์ฝ”์–ด ๋ฏธํฌํ•จ).