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<p>신한금융투자 혁신성장파트 이병화]  <br><br>키다리스튜디오: M&A와 세계화의 콜라보 <br><br>▶️ 3분기 영업이익 26억원(+101.7% YoY) 예상 <br>- 3분기 연결 매출액 333억원(+178.2% YoY), 영업이익 26억원(+101.7% YoY) 예상 <br>- 레진 코믹스 합병에 따른 외형 성장으로 전문 웹툰 플랫폼 지위 구축 <br>- 영업이익률 7.9% 전망. 1) 해외 IP확보 투자, 2) PPA 상각비 등 합병비용 반영 <br><br>▶️ 본격적인 세계화 진행, 외형 성장 및 고밸류 정당화 <br>- 2021년 매출액 1,196억원(+162.8% YoY), 영업이익 99억원(+114.9% YoY) 전망 <br>- 웹소설의 웹툰화, 대형 플랫폼향 콘텐츠 제공으로 실적 성장 선순환 구조 정착 <br>- 원천 IP 활용도 확대와 수익성 증가는 고밸류를 정당화 <br><br>▶️ 투자의견 '매수', 목표주가 23,000원 유지 <br>- 2022F EPS 520원, Target PER 44.2배 <br>- 주요 플랫폼 트래픽 증가 시 외형 성장+수익성 개선 가능성  <br>- 합병 효과와 플랫폼 확장의 실적 기여 부문 가시화될 경우, 실적 전망 우상향 기대 <br><br>원문 보고서: http://bbs2.shinhaninvest.com/board/message/file.pdf.do?attachmentId=294384</p><p> </p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1X9KH/d92447a9ae2361728d2f8e2c08b67262da78598c" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1X9KH/d92447a9ae2361728d2f8e2c08b67262da78598c" data-origin-width="499" data-origin-height="843"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1X9KH/e2411ac35ebad6e0c60837807512752c82e97f52" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1X9KH/e2411ac35ebad6e0c60837807512752c82e97f52" data-origin-width="528" data-origin-height="261"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1X9KH/a40bb0c7f3505146311e9562b8157f3d3ee933e0" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1X9KH/a40bb0c7f3505146311e9562b8157f3d3ee933e0" data-origin-width="686" data-origin-height="198"></div>
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키다리스튜디오: M&A와 세계화의 콜라보
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21.10.14 07:40
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