현대로템 3분기 어닝쇼크에 주가 10% 급락…"추가 수주 지연이 발목"
High impactPredicted impact: High
Q3 earnings shock already reported in last 14 days; repeat coverage lowers level from high to medium.
Knock-on:Samyang ComtechContract with HYUNDAI ROTEM, ~61% of revenue (FY25 report); moved with HYUNDAI ROTEM on 12 of its 15 biggest daysPoongsanContract with HYUNDAI ROTEM, ~18% of revenue (FY26 report); moved with HYUNDAI ROTEM on 14 of its 15 biggest daysHanwha SystemsContract with HYUNDAI ROTEM, ~7% of revenue (FY25 report); moved with HYUNDAI ROTEM on 14 of its 15 biggest days