투자전략 · 주간 평균 센티먼트 (79주)
0.65▲ 0.65 vs baseline· 첫 시점 대비 +65.0%
Timeline · Weekly
79개 시점.
주간 산업 흐름 — 주차별 평균 센티먼트와 핵심 내러티브.2026-W27 (06-29 ~ 07-05)
bullish
avg 0.65 · n=1
한 주 톤
- 강세 톤, 신한 단독 커버(1건)로 신뢰도 낮으나 sentiment 0.65·early_recovery 국면 진입 신호임.
핵심 동력
- 엔터업종 PER 20~35배→12~22배로 하락한 바텀아웃 구간, 과매도·저평가 공감대 형성 중임.
- 하이브 2Q26F 매출 1.303조원(YoY +85%)·영업이익 1,612억원(OPM 12.4%)으로 컨센 +9.4% 상회 전망.
- 2Q26 공연 매출 5,557억원(YoY +195%)·관객 216만명(BTS 134만), BTS ARIRANG 투어 88회·528만명 편성됨.
종목 시각
- 하이브(352820): 신한 1건 BUY 누적, 목표주가 40만→32만원 하향(PER 32배)하나 상승여력 50% 제시함.
- 에스엠·JYP·와이지엔터·디어유: 구체 목표가 미제시로 컨센서스 부재, 코스닥 엔터 바스켓 매수 관점 언급됨.
리스크 / 모니터링
- BTS 초과 IP 부재·2H27 실적 peak-out·수익배분율 상향 원가율 우려 잔존함.
- 단일 증권사 커버로 컨센 형성 전, 후속 리포트 확인 필요함.
2026-W26 (06-22 ~ 06-28)
neutral
avg 0.00 · n=0
2026-W25 (06-15 ~ 06-21)
neutral
avg 0.00 · n=0
2026-W24 (06-08 ~ 06-14)
neutral
avg 0.00 · n=0
2026-W23 (06-01 ~ 06-07)
neutral
avg 0.00 · n=0
2026-W22 (05-25 ~ 05-31)
neutral
avg 0.00 · n=0
2026-W21 (05-18 ~ 05-24)
neutral
avg 0.00 · n=0
2026-W20 (05-11 ~ 05-17)
neutral
avg 0.00 · n=0
2026-W19 (05-04 ~ 05-10)
neutral
avg 0.00 · n=0
2026-W18 (04-27 ~ 05-03)
neutral
avg 0.00 · n=0
2026-W17 (04-20 ~ 04-26)
neutral
avg 0.00 · n=0
2026-W16 (04-13 ~ 04-19)
neutral
avg 0.00 · n=0
2026-W15 (04-06 ~ 04-12)
neutral
avg 0.00 · n=0
2026-W14 (03-30 ~ 04-05)
neutral
avg 0.00 · n=0
2026-W13 (03-23 ~ 03-29)
neutral
avg 0.00 · n=0
2026-W12 (03-16 ~ 03-22)
neutral
avg 0.00 · n=0
2026-W11 (03-09 ~ 03-15)
neutral
avg 0.00 · n=0
2026-W10 (03-02 ~ 03-08)
neutral
avg 0.00 · n=0
2026-W09 (02-23 ~ 03-01)
neutral
avg 0.00 · n=0
2026-W08 (02-16 ~ 02-22)
neutral
avg 0.00 · n=0
2026-W07 (02-09 ~ 02-15)
neutral
avg 0.00 · n=0
2026-W06 (02-02 ~ 02-08)
neutral
avg 0.00 · n=0
2026-W05 (01-26 ~ 02-01)
neutral
avg 0.00 · n=0
2026-W04 (01-19 ~ 01-25)
neutral
avg 0.00 · n=0
2026-W03 (01-12 ~ 01-18)
neutral
avg 0.00 · n=0
2026-W02 (01-05 ~ 01-11)
neutral
avg 0.00 · n=0
2026-W01 (12-29 ~ 01-04)
neutral
avg 0.00 · n=0
2025-W52 (12-22 ~ 12-28)
neutral
avg 0.00 · n=0
2025-W51 (12-15 ~ 12-21)
neutral
avg 0.00 · n=0
2025-W50 (12-08 ~ 12-14)
neutral
avg 0.00 · n=0
2025-W49 (12-01 ~ 12-07)
neutral
avg 0.00 · n=0
2025-W48 (11-24 ~ 11-30)
neutral
avg 0.00 · n=0
2025-W47 (11-17 ~ 11-23)
neutral
avg 0.00 · n=0
2025-W46 (11-10 ~ 11-16)
neutral
avg 0.00 · n=0
2025-W45 (11-03 ~ 11-09)
neutral
avg 0.00 · n=0
2025-W44 (10-27 ~ 11-02)
neutral
avg 0.00 · n=0
2025-W43 (10-20 ~ 10-26)
neutral
avg 0.00 · n=0
2025-W42 (10-13 ~ 10-19)
neutral
avg 0.00 · n=0
2025-W41 (10-06 ~ 10-12)
neutral
avg 0.00 · n=0
2025-W40 (09-29 ~ 10-05)
neutral
avg 0.00 · n=0
2025-W39 (09-22 ~ 09-28)
neutral
avg 0.00 · n=0
2025-W38 (09-15 ~ 09-21)
neutral
avg 0.00 · n=0
2025-W37 (09-08 ~ 09-14)
neutral
avg 0.00 · n=0
2025-W36 (09-01 ~ 09-07)
neutral
avg 0.00 · n=0
2025-W35 (08-25 ~ 08-31)
neutral
avg 0.00 · n=0
2025-W34 (08-18 ~ 08-24)
neutral
avg 0.00 · n=0
2025-W33 (08-11 ~ 08-17)
neutral
avg 0.00 · n=0
2025-W32 (08-04 ~ 08-10)
neutral
avg 0.00 · n=0
2025-W31 (07-28 ~ 08-03)
neutral
avg 0.00 · n=0
2025-W30 (07-21 ~ 07-27)
neutral
avg 0.00 · n=0
2025-W29 (07-14 ~ 07-20)
neutral
avg 0.00 · n=0
2025-W28 (07-07 ~ 07-13)
neutral
avg 0.00 · n=0
2025-W27 (06-30 ~ 07-06)
neutral
avg 0.00 · n=0
2025-W26 (06-23 ~ 06-29)
neutral
avg 0.00 · n=0
2025-W25 (06-16 ~ 06-22)
neutral
avg 0.00 · n=0
2025-W24 (06-09 ~ 06-15)
neutral
avg 0.00 · n=0
2025-W23 (06-02 ~ 06-08)
neutral
avg 0.00 · n=0
2025-W22 (05-26 ~ 06-01)
neutral
avg 0.00 · n=0
2025-W21 (05-19 ~ 05-25)
neutral
avg 0.00 · n=0
2025-W20 (05-12 ~ 05-18)
neutral
avg 0.00 · n=0
2025-W19 (05-05 ~ 05-11)
neutral
avg 0.00 · n=0
2025-W18 (04-28 ~ 05-04)
bullish
avg 0.35 · n=1
2025-W17 (04-21 ~ 04-27)
neutral
avg 0.00 · n=0
2025-W16 (04-14 ~ 04-20)
neutral
avg 0.00 · n=0
2025-W15 (04-07 ~ 04-13)
neutral
avg 0.00 · n=0
2025-W14 (03-31 ~ 04-06)
bullish
avg 0.35 · n=1
2025-W13 (03-24 ~ 03-30)
neutral
avg 0.00 · n=0
2025-W12 (03-17 ~ 03-23)
neutral
avg 0.00 · n=0
2025-W11 (03-10 ~ 03-16)
neutral
avg 0.00 · n=0
2025-W10 (03-03 ~ 03-09)
neutral
avg 0.00 · n=0
2025-W09 (02-24 ~ 03-02)
neutral
avg 0.00 · n=0
2025-W08 (02-17 ~ 02-23)
neutral
avg 0.00 · n=0
2025-W07 (02-10 ~ 02-16)
neutral
avg 0.00 · n=0
2025-W06 (02-03 ~ 02-09)
neutral
avg 0.00 · n=0
2025-W05 (01-27 ~ 02-02)
neutral
avg 0.00 · n=0
2025-W04 (01-20 ~ 01-26)
neutral
avg 0.00 · n=0
2025-W03 (01-13 ~ 01-19)
neutral
avg 0.00 · n=0
2025-W02 (01-06 ~ 01-12)
neutral
avg 0.00 · n=0
2025-W01 (12-30 ~ 01-05)
neutral
avg 0.00 · n=0