출처: Seoul Economic Daily — "KOSPI Could Reach 10,380, Hana Securities Says Without Re-rating"

발행일: 2026-05-18

원문 URL: https://en.sedaily.com/news/2026/05/18/kospi-could-reach-10380-hana-securities-says-without-re

핵심 발췌 (저작권 안전 — 헤드라인 + 요약 인용)

• Hana Securities: KOSPI net profit forecast 689 trillion KRW (2026), 853 trillion KRW (2027) — target 10,380 achievable via earnings growth alone.
• "Even without assuming a re-rating of the P/E ratio, the KOSPI can enter the 10,000-point era if current earnings estimates materialize."
• KOSPI 12-month forward PER currently 7.95x — below the post-2010 average, valuation not stretched.
• Samsung + SK hynix account for 72% of KOSPI net profit — semiconductor earnings are the structural driver of index upside.

※ 본 파일은 저작권 안전 패턴에 따라 헤드라인 및 핵심 발췌만 수록. 전문은 원문 URL 참조.