SK
F&A FUND
ȸ
ǰ : BUY (ż)
1. SK ?
SK ֱ SKκ ҵ ȸԴϴ. ĥ ʾ 1962 Ѽ Ͽ ط 46° ° ִ Դϴ. ֽĽ忡 1984̸ 2003 濡 ҹ 濵 츮 ģϰ ˷ ̱ մϴ.
簡 ϰ ִ ȭ Դϴ. ߰ Ž ϰ ־ Ʈ Ƶ ֽϴ.
2. Ȳ
ū ִ ϴ ġڰ ִ Դϴ. ػ罺 (WTI) 30 77.01$ Ͽ ĵ ̷ ֱ 10Ⱓ ̷ ް ֽϴ.
ٸ ǰ̶ ?
ڸ ʴٰ Դϴ. ū Դϴ.
30~50 зۿ ʾҴٴ 40 Ǿϴ. ߰ϴ ߴް ο Ͽ ϰ ֱ ϰ ִ ̱ Դϴ.
2004 Ϸ : 8240 跲 ( ϰ ִ.)
2004 Ϸ : 8350 跲 ( )
ó : ǰ忡 ϶ ( )
ֱ ⱸ (IEA) ǥ ٿ Һ 2007 Ϸ 8610 跲 ̶ ǥ߽ϴ. 30~40% ϴ OPEC 6 Ϸ 귮 3õ 跲̸ 35% ٰ Ǵϸ Ϸ 8571 跲 ũ ̶ ְڽϴ.
(ó : KEMKO)
ټ ̰ ŸƮϴٴ Դϴ. ű 긯(BRICS) ʵη ϴ ӵ ĸ ǰ ϱ.
ü ã ִ ӵǰ ӿ س ܳ ̱ Ȳ̶ 쳪 Ⱓ , ŸƮ ̶ մϴ.
SK 4 4õ 跲̸ Ϸ 2鸸 跲 մϴ. (2006 12 ) ̷ Ȳ ġ ġ ̶ Դϴ.
(ó : SK Ȩ)
ι ȸ SK õ ȭ ڰ ̷ ֽϴ. ȭ ڰ ̷ٸ ֹ ܿ Ŀ C- Ȱ ִٴ ͼ ε巯 ˴ϴ.
忡 ſ ġ ް ִ S-OILŭ ͼ ƴϴ غϴ. ڴ 2008 Ϲݱ Ǿ SK õ ͼ ũ Ǿ Դϴ.
Ʒ ǥ ֱ 3Ⱓ SK õ Դϴ ( : 鸸)
|
41 1 б |
40 |
39 |
|
47,113 |
22,530 |
151,434 |
̴ ȴٸ SK õ 2õ մϴ..
3. Ʈ
(1) SK õ ڻַμ ġ.
õ ð ϸ մϴ.
SK õ ܽ忡 ŷǰ ִµ ִ 19250 ϰ ֽϴ.
ó : http://pstock.co.kr/
̸ Ͽ ðѾ ȯ 6 ȸϴ ġ ɴϴ. SK ο õ ġ 1 8õ ȴٰ 4 2õ ڻ + Ǵ ȿ Դϴ. 4 2õ SK ðѾ 14 ϸ PBR 2.4 ġ ɴϴ.
4 ġ ̶ 1.4 ڷ ˴ϴ.
ְ ⺻ ǥԴϴ. (PER Һ 2008 )
PER |
PBR |
ROE |
12.74 |
2.45 |
19.44% |
(2) Ǵ .
տ ȭ ū ֽϴ. S-OIL ȭ 98% ̷ ־ ְ ϰ ִ ֽϴ. ȸ SK õ ȭ ڰ Ϲݱ Դϴ.
Ʒ ǥ ְ ڶϴ S-OIL Դϴ.
( : 鸸)
|
33 1 б |
32 |
31 |
30 |
29 |
|
258,699 |
758,563 |
654,926 |
941,104 |
255,639 |
S-OIL PBR 4 Ѿ ұϰ PER 8 ʽϴ. õ ȭ ڰ Ϸȴٸ ƴϴ ū ͼ غ մϴ.
(3) ȸ ҷ Cȸ ذ
߿ SK Cȸ ذԴϴ. SK б ϴ.
(Ʒ ǥ SK бԴϴ)
|
|
ֽļ() | |||
|
| ||||
ֽļ |
|
ֽļ |
| ||
SK C&C |
ִ |
14,365,127 |
11.16 |
14,365,127 |
11.16 |
¿ |
ӿ |
1,252,525 |
0.97 |
1,252,525 |
0.97 |
ҿ |
Ư |
19,150 |
0.01 |
19,150 |
0.01 |
ö |
ӿ |
2,000 |
0 |
5,000 |
0 |
ֽſ |
Ư |
19,000 |
0.01 |
19,000 |
0.01 |
ѿ |
ӿ |
9,000 |
0 |
5,000 |
0 |
ȣ |
ӿ |
950 |
0 |
950 |
0 |
|
15,667,752 |
12.17 |
15,666,752 |
12.17 | |
0 |
0 |
0 |
0 | ||
15,667,752 |
12.17 |
15,666,752 |
12.17 |
̸ ø ֵ ſ ֽϴ. ̷ ҹ Ҵ SḴ ϴϱ.
SK C&C Cȸ ̴ϸŭ Ѵص 12% йۿ մϴ.
ȸ ҵ ġ ްϿ ðѾ ø Դϴ.
ȸ ܿ ȸ 濵 Ȯ ֽϴ.
ȸ ȸ Cȸ ִ ൿ ϴٰ մϴ. . SK Ȯ Բ 濵 Դϴ.
Ӱ ٲ SK 豸 ϴ
Cȸ |
|
SK |
|
Ÿ SK 迭 |
Ǵ Cȸ忡 ȸ SK ø ִ SK ֽ Ͽ ȸ SK ֽ ȯϴ Դϴ.
ڷ ֽıȯ ϴ ū ȿ Ϸ ǥ ߴ ֽ ġ ڽ ֽ ġ ö ¿ ȿ شȭ˴ϴ.
SK ִ ȸ SK ȯ Cȸ忡Դ Դϴ.
ν SK ġ Ҽ ȯ Ƹٿ ״ Ȯ Դϴ. ȸ ϳ ϰ SK 迭縦 ǻ SK ֽ̳ Ÿ SK ٸ 迭 ֽĵ ʿ䰡 ϴ. ״ SK 迭 ֽ óϰ SK߿ ߽ų ɼ ſ ϴ. ֱ SKC ŵ ຸ Ȯ ֽϴ.
ٸ SK ְ ξϰ ȯ ϰ .
Ʒ ڰ ִ óԴϴ.
1. ӵ SK õ ȣ ǥ
è 30 Ӱ äϰ ִٴ 簡 Խϴ. ̷ ȣ縦 ؼ ǥ ɼ. SK ְ ξ翡 Դϴ.
2. õ SK ġ
è õ SK ְ ְ ī尡 մϴ.
3. SK 3 ڸ ǥ SK żѴ.
è SK SK з 18%Դϴ. ȸ ȸ Ű ¿(20%̻ ʿ) ̸ Ű Ͽ 3 ڸ ں SK żϴ Դϴ. е ֱ ɼ ϴ. SK ġ ֱ ȯ Ƹٿ(?) ȿ մϴ.
4. б
Ʈ Ƿ մϴ ^^.
5.
( : 鸸)
|
46 1б |
45 |
44 | |
ִ鰡 () |
5,000 |
5,000 |
5,000 | |
(鸸) |
353,846 |
1,394,024 |
1,686,496 | |
ִ () |
3,326 |
11,680 |
13,206 | |
簡 (鸸) |
- |
1,703,498 |
1,589,119 | |
ݹѾ (鸸) |
- |
211,919 |
239,645 | |
ֽĹѾ (鸸) |
- |
- |
- | |
ݹ缺 (%) |
- |
15.2 |
14.2 | |
ݹͷ (%) |
|
- |
2.7 |
3.5 |
켱 |
- |
4.5 |
4.1 | |
ֽĹͷ (%) |
|
- |
- |
- |
켱 |
- |
- |
- | |
ִ ݹ () |
|
- |
1,900 |
1,850 |
켱 |
- |
1,950 |
1,900 | |
ִ ֽĹ () |
|
- |
- |
- |
켱 |
- |
- |
- |
켱ִ 3~4% ¾ ְ(157,500) 떄 1.3% 缺 ְ ־ ַ ŷ ٰ ֽϴ. ȸ簡 ҵ ſ ǹԴϴ.
ݱ SK 캻 . ⺻ ǥ ϴ ӵǴ ȭ ڷ ɼ, SK õ ִ , SK Cȸ غ 떄 ִٰ Ǵ. ż (BUY) õ.
PS.1 Ʈ ڵǾ ִ Դϴ. ְ ڿв Ǹ 䱸մϴ.
SK ȸ 0.97%Դϴ..SK C&C SK е ɼ ũ?
...
P&V // SK C&C ǻ Cȸ ȸ ŭ ɼ ũٰ մϴ ^^
κα ڽϴ.. ġ ôٸ.. ۷ ּ..
ٷ ڽϴ. ϼ ^^