[ ] ؿ ߿
1. PER̸鼭 ֶ ִٸ...
- ִ ְ ƴ ̻ ϴ
- PER´ ؿ ߿ δ
2. ָ
- 65%
- 00
3. Ƶ ȿ ʾҴ.
- 01 80, 02 70 ̻ Ƶ
- 02⸻ Ƶ : 380
- 2/4б ݿ
- ̾ 6~1 ҿ
4. о߱ ȮǴ Ƶ ȿ
- ü Ƶ ǰü ̾
- 2 ׳ ü 귣 PBǰ
- Ƶ ŰڸƸ Ϻ ɼ
5.
- ũ
- ũ ġ ġ ƴ
- ؾ
1. PER̸鼭 ֶ ִٸ...
- ̸ ȾƼ ? 强 ÷ ִµ ᳪ , ⸦ Ĵ ȸ翡 ʿ䰡 ? ü ϸ ܼ ΰ ִ ڻָ ø մϴ. ִ ڵκ Ⱓ ܸ ҽϴ.
- ְ ֽ̳İ , ֿ ָ Ͻմϴ. ִ ڽ ڻ ȿ ȰϿ 弼 ϴ ȸԴϴ. ġ , װ͵ ̻ Ҿ װ ֶ θ ִٴ ̾߱. ƹ ÷ ֶ ϴ ̻ ٸ ȸ ֽ ֿ Ұմϴ.
- δ PERֽ ȣϴ Դϴ. PER¿ ִٴ ȸ簡 κ 强̳ ־ ް ִ . PERֽ ִ 찡 ϴ. ؿ ߿ Ե ̶ װ ڱȸ ν . ó ϰ PER° ؿ ߿ δ ߱ Դϴ.
- PER̸鼭 ֶ ִ ֽ ٸ װó ŷ ֽ . ݰ þ ִ ֽ ȵǴ ݿ ż ϱ. ̷ ǰ, ÿ ذ ؼҵǸ鼭 ġ ξ پѴ ø ֽϴ. 98, 99, 00, 01 4 ROE 16% ̸ϴ. IMF 98 ROE 11.6%̴ϱ, ־ Ȳ ̻ . 4⵿ 16% ÷ ȸ Ե 翬 ֶ Īȣ ٿ Ѵٰ մϴ.
2. ָ
- 2001 ǥǾϴ. 65% þ , ü پٰ ϴ. 65% þ پٰ ٸ ? 11.5% þ ũ þ Ŷ ٴ ̾߱Դϴ. 65% 00 ȯհ ֽڷ սǷ غ ξ Ͽ Դϴ. ٽ 00 Ͻ ʹ Ǿٴ . ġ Ұ, 01 ʾұ ũ ̴ Դϴ.
- ǹ̸ οؾ κ ϴ ȯ ӿ ̶ ü þ ִٴ Դϴ. 00 ĵ 캴 ӿ Һ ް߰, Ϻ ϴ Ǿ ȯ Ȳ ó. ϴµ ƽϴ. 01 ؽ Ȳ ϰ, ȯ ᰡ ö ߰ ó߽ϴ. ̷ ־ ȯӿ ϴ.
- ° ġ ٴ ƾ մϴ. ؼ ø ε Ӱ ̶ ֱ . Ư ó ȯȭ 帧 ʴ ȯ, ȯ ũ ϴ ־ ȸ 濵¸ ִ ȿ ǥ ֽϴ. ܺȯ濡 ũ 鸮 ʰ ų ִٴ .
3. Ƶ ȿ ʾҴ.
- е 11 ǥ Ű Ƶ ȿ ּ̽ϴ. Ƶ ̶ ̵ ã , ȿ ǹ Ͻô е鵵 ̽ϴ. Ƶ ȿ ˰ ִٸ ְ ̹ ʴĴ е鵵 ̱.
- к 帮ڸ Ϲ ڵ Ƶ Ű ڿ ŭ ʽϴ. װ ȴٰ ص װ ְ ݿǴ ٸ ŭ γ ʴٰ մϴ. 켱 Ƶ , Ƶ忡 Ƽ ϴ ڰ ü ˱Ⱑ ϴ. п ϱ ʴ . Ʈ ǥ ǥ , ֽ ؼҼϴ.
- Ȱӿ ھ̵ ã װ ڷ Ű, ְ ݿ ٸ γ ڸ ִٰ մϴ. Ź̳ ۿ ٵ ٰ ̱ ̾߱ κ ְ ʹ ö ̹ ڽñ⸦ Ĺ 찡 .
- ġ Ƶ ȿ ؼ ٰ ϴ. ðѾ 200 , װ͵ ֶ ϴ ֿ ʴ . Ƶ ȿ ֵǷ 2/4бⰡ Ǿ մϴ. ֳϸ Ƶ尡 Ȯ ۳̰, ڸ װ ̾ 6 1 ð ҿDZ .
- Ƶ űԿ¿ 70̻Դϴ. 380 Ƶ ٴ . ۳ űԷ ڴ 80̱. Ȯ ӵ Ƶ 100ȣ 10 Ѵ ð ɸ Ϳ ϸ ſ ӵ ֽϴ. , Ƶ μ ġ ȰϿ Եƿ Դϴ. ̷ µ Դϴ.
4. о߱ ȮǴ Ƶ ȿ
- 10 2 Ե ׳ ü ǥ ԡ귣 ǰ Ͽ, PBǰ(׳ ǥ ǰ) ϱ Ͽϴ. κ Ȯ о߰ κ̳ ũũ κк ̶ ǹ̰ ֽϴ. ٸ о 弼 о ⼺弼 ü ġ ũٴ .
- ǰ ־ ٷο Դϴ. Ư ǰ ֺε ߱ ִ ǰ, ִ ȸ̱ û Ű о. ׳ݿ ϰ Ƶ ıȿ ֵ Դϴ. Ҿü ׳ݰ ū ſ ־ ٷӱ ҹ Ƶ Ű, 10 Ѱ Ʈʽ Դϴ. Ƶ忡 ǰϰ ִٴ ü ϳ ū νĵǾٴ .
- Ƶ尡 踦 ųĴ ̾߱⸦ ֽϴ. װ Ǽ Ῡ ̾߱Դϴ. ù°, Ƶ ϰ, Ʈʰ ִ ü Ģ ϰ ֽϴ. 80 ó Ʈ 踦 10 ξ ٲ ϴ. °, Ƶ尡 Ʈʸ ٲٱ ؼ ٲٴ 뺸 Ŀմϴ. Ƶ ٷο ̳ 缭 û Ƽ ǰ ÿ ִ ü ٽ ϱ , ü ̳ Ű ϴ. Ƶ Ʈ 谡 ɼ μ ϴٰ մϴ.
- ε ־ Ƶ ϰ ı Դϴ. ۳ 8 Ͽ Ƶ Ų Űڸ ȸ о߰ Ƶ Ʒ ѷ 忣 ִ ȸ ̶ ϴ. μ Űڸ ü ȹ Ƶ , κ Ͽ ɷ¹ ִ - ɼ ũٰ Ǵܵ˴ϴ.
5.
- â ̾߱ǰ ִ äĿdz Һ ϴ ֽϴ. ̹ õ ȸ ϸ鼭 sbs Ŀ ް ߳İ ô ô. ̱ ̱鿡 ̹ 1960 äĿ Ŀ ־ Խϴ. Һ þϴ. 츮 ̻ ڻ ڷ Ѷ ڰ dz α⸦ ҷ Ű, ʴٴ ־ Һ ʽϴ. Һ Һذ 迡 , ݺ 迡 ʽϴ. Ȥó ֽ ȸ ְ ٷȴµ ̶ֽ Ÿ ϴ .
- ũ ũ Դϴ. ῡ ȸ TRS , ̳ ȯ ġ ȯ ȭ ֽϴ. ؼ 並 , к ϸ ǿ ĥ ũ ƴϾϴ. ؼ 01 3 ũ м Ʈ Դϴ. ֽʽÿ. ־ 쿡 ̾߱ ũ 볪 ȭȴٰ ص 150̻ ȸ ðѾ Ұ 200 ϴٴ ϱ Դϴ. ְ 7~8% ͷ̳ 10% Ѵ ROE Ѵٸ ϱ 鱸.
- ִ ƴմϴ. ߿ ų þ ֵ鿡 ִ ȸ簡 ִٸ ȸ ְ 忡 ݵ ް ˴ϴ. ְ ó Ʈ 11 40% ö 01 PER Ұ 2 ణ ȸϴ Դϴ. ȸ縦 ° 缭 2 ϸ ȸ縦 ϳ Ǿ ִٴ ǹ.
- ؿ ߿ ϴ ܷ, ؿ 鼭 ڵ ø ֽϴ.
1. Ƶ忡 ǰϴ Ƽ κ 强
2. պ ͷ ϰ ִ κ
3. Ϻ 簳 ũũ 귣
4. 4 ROE 16% ڱں ͷ
Ͽ մϴ.
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