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[ ] 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 ⿡ ׸ پٰ ϴ. ⵵ 65% þ پٰ 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 þϴ. 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.




~~~K~~~ø







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