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1위]</h1> <div class="view_img"> <p>최초입력 2025.12.12 16:25:45</p> <button type="button" class="btn_view btn_plus2" onclick='controlContentFontSize(0)'><span class="ico_comm ico_plus">크게</span></button> <button type="button" class="btn_view btn_min2" onclick='controlContentFontSize(1)'><span class="ico_comm ico_min">작게</span></button> </div> <div class="share_box"> <img src="//bimg.mk.co.kr/mkbn/mob/ic_sc2.png" width="29" alt="페이스북" onclick="sendThis('facebook');" data-label="facebook" data-category="share" class="sns_section_li" sns_name="facebook"> <img src="//bimg.mk.co.kr/mkbn/mob/ic_sc3.png" width="29" alt="트위터" onclick="sendThis('twitter');" data-label="twitter" data-category="share" class="sns_section_li" sns_name="twitter"> <a href="javascript:void(0);" data-label="kakaotalk" data-category="share"><img class="sns_section_li" sns_name="kakaotalk" src="//bimg.mk.co.kr/mkbn/mob/ic_sc4.png" width="29" alt="카카오톡"></a> <span class='bandSpabStyle2'> <script type="text/javascript"> new 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data-height="813"></i> <span class="is_blind">사진 확대</span> </button> </div> <figcaption> </figcaption> </figure></div><p refId="2">김수현 DS투자증권 애널리스트(44)는 상법 개정안 통과에 따른 시장 변화를 정확히 설명해 주목받았다. 투자자들이 꼽은 김 애널리스트의 강점은 ‘서사’다. 지주사 주가 흐름의 원인과 결과, 그리고 추후 시나리오까지 제대로 짚어준다는 평가다.</p><p refId="3">하반기 내놓은 ‘상법 개정 이후 시나리오’는 그의 강점이 잘 드러난 보고서다. 김 애널리스트는 “상법 개정 이후 나타날 다양한 사례를 선제적으로 분석했다. 시장에 존재하지 않던 자료라는 점에서 높은 관심을 받았다”고 설명했다.</p><p refId="4">김 애널리스트는 2026년에도 지주사 주가가 좋은 흐름을 이어갈 것이라 내다본다. 자사주 소각 의무를 포함하는 추가 상법 개정안 통과 등 호재가 남아 있어서다. 그는 “내부적으로 두산, 삼성물산, CJ 주가 전망을 긍정적으로 본다”고 설명했다.</p><div class="content-loginDashboard"></div><div id="refTotal" value="4"></div> [ⓒ 매일경제 & mk.co.kr, 무단 전재, 재배포 및 AI학습 이용 금지]</div> </li> </ul> <div id="reple"> <script type='text/javascript'> window.livereOptions = { refer : 'mkbn.mk.co.kr/news/economy/11490832', site : 'https://mkbn.mk.co.kr/news/economy/11490832' }; </script> <div id='lv-container' data-id='mk' data-uid='MjQvMzYvMjc='> <script type='text/javascript'> (function(d, 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