내 기준 괜찮은 종목들

<p style="text-align: left;">추천아님<br><br>⸻<br><br>포스코인터내셔널<br> • 사업: 종합상사 + 에너지(LNG, 가스전)<br> • 전망: 에너지·자원 가격 변동성 수혜<br> • 재무: 실적 안정적, 배당 매력 있음<br><br>⸻<br><br>포스코퓨처엠<br> • 사업: 2차전지 양극재·음극재<br> • 전망: 전기차 성장 = 중장기 긍정<br> • 재무: 투자 많아 단기 부담, 성장주<br><br>⸻<br><br>현대에버다임<br> • 사업: 특장차·건설기계<br> • 전망: 인프라 투자 시 수혜<br> • 재무: 중소형주, 실적 변동 큼<br><br>⸻<br><br>옵티코어<br> • 사업: 광통신 부품<br> • 전망: AI·데이터센터 테마 수혜<br> • 재무: 소형주, 변동성 매우 큼<br><br>⸻<br><br>SG<br> • 사업: 아스콘·레미콘<br> • 전망: 국내 건설 경기 영향 큼<br> • 재무: 실적 안정적이나 성장성 낮음<br><br>⸻<br><br>POSCO홀딩스<br> • 사업: 철강 + 2차전지 지주사<br> • 전망: 자원·배터리 양쪽 모멘텀<br> • 재무: 대형주, 재무 매우 탄탄<br><br>⸻<br><br>셀트리온<br> • 사업: 바이오시밀러<br> • 전망: 글로벌 판매 확대 기대<br> • 재무: 매출 증가 중, 합병 이슈 변수<br><br>⸻<br><br>카카오페이<br> • 사업: 간편결제·금융플랫폼<br> • 전망: 사용자 많지만 수익화 숙제<br> • 재무: 고PER, 아직 이익 미미<br><br>⸻<br><br>한 줄 정리<br> • 안정: 포스코인터내셔널, POSCO홀딩스<br> • 성장: 포스코퓨처엠, 셀트리온<br> • 테마·변동성: 옵티코어, 카카오페이<br><br><br></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/68685254f344597e8dab8dceadebdd691e20af62" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/68685254f344597e8dab8dceadebdd691e20af62" data-origin-width="1024" data-origin-height="2226"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/789c7082f42bc95fc06514f2cc30cd307807d242" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/789c7082f42bc95fc06514f2cc30cd307807d242" data-origin-width="1024" data-origin-height="2226"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/85c172481a51f32fd23a11286cac0d7875c04f39" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/85c172481a51f32fd23a11286cac0d7875c04f39" data-origin-width="1024" data-origin-height="2226"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/6f65aabad86370bd40f1be79cafc975585a8600e" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/6f65aabad86370bd40f1be79cafc975585a8600e" data-origin-width="1024" data-origin-height="2226"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/05c963b96be3596a6bce5b6140730b3c92a2dbc6" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/05c963b96be3596a6bce5b6140730b3c92a2dbc6" data-origin-width="1024" data-origin-height="2226"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/82793228bbba42fd28f6cb3fb67e03ee0769d2db" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/82793228bbba42fd28f6cb3fb67e03ee0769d2db" data-origin-width="1024" data-origin-height="2226"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/f82f91d53bfa4f7fa61f42f5ea1f326dda9aa362" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/f82f91d53bfa4f7fa61f42f5ea1f326dda9aa362" data-origin-width="1024" data-origin-height="2226"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/660509a3017936085f80b0d286d1a20a7d4e8a2c" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/660509a3017936085f80b0d286d1a20a7d4e8a2c" data-origin-width="1024" data-origin-height="2226"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/f779604442cf48e8b116500413393bdb7aefb981" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/f779604442cf48e8b116500413393bdb7aefb981" data-origin-width="1024" data-origin-height="2226"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1IHuH/b2df1033d49e367e41cbf3ff132331492657cc63" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1IHuH/b2df1033d49e367e41cbf3ff132331492657cc63" data-origin-width="1024" data-origin-height="2226"></div>