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Sell-side operating profit consensus over the past month moved meaningfully higher for WCP (393890), Kakao Games (293490) and Seoul Semiconductor (046890), concentrating upgrades in battery separator materials, gaming and LED semiconductors. Consensus revision breadth is an earnings-momentum channel: rising estimates typically support relative multiple expansion in these three KOSPI/KOSDAQ names even when the index-level tape is flat, because the re-rating comes from numerator upgrades rather than rate relief. The read stays conditional until upcoming quarterly results validate the revisions; a miss versus the raised bar would remove the support and expose the same names to sharper de-rating than pre-upgrade levels.
As a Research signal, watch whether it changes price action, volatility, or flows around 393890, 293490, 046890.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
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