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-KCi- б ġڿȸ(̵)-躴-

̾

ֱ 5 4 ѱ 10% ֽ żߴٴ kci Դϴ

 

ֱ4 25%

(Ʒ 纸 Դϴ)

Ȱǰ (Ǫ,) ̰ ȭ̳ ߵ Ư ⺯ ΰ ʰ ̰

 

; 2 ü ǰ ϰ ̱ DOW ġ Դϴ.
(POLYQUTA
10% ̻
)

Ȱ : ϸ ش оߺ ľ Ȯ . 2004 ̰ ֱٵ ϴ Դϴ
.

: ҷ Ȯ Ը 3ȸ翡 ϰ ִ°Ǹ 1 ǥ մϴ.(60% ǥ
)
 
: ȭǰ ҷ ǹǷ Ǹŷ ̹ϳ, ǸŴ ̷ϴ

 

() 
Ǫ ٵŬ ǰ ʼ μ Ǫ , ȿ, ۿ Ӹ ε巴 ϴ Դϴ. ʱ Ǫ Ӹῡ Ⱑ ߻ǰ Ͽ Ǫ 밨 ʾ ̷ ذǾϴ. Ǫ ٵ Ŭ Ӹ ü ִ ̱ ٱ AMERCHOL( DOW ) 80-90% ϰ 10-12% ϰ
ֽϴ.

(
) Ȱ

 
ǰ 뵵 ö ǥ ó, Ȱ , , ô, Ǫ, , ɾ پ ǰ ǰ ֽϴ.
Ȱ ϰ ÷ ϱ 常δ Ͽ ô ߿ϸ  翡 ϴ , ǰ ߱ 뿡 ϰ ֽϴ. Ȱ ǰ Ͽ Ⱓ ϴ ǰ Ǵ Ƿ ޸ Ȱǰ ȸ Ҹǰ̹Ƿ ߻ϰ ֽϴ
.

(
)

Һ ʰ ٷο ü 3ľ ǰ ֽϴ. ֱٿ ͷ ü ǰ ִ Ȳ̸, ǰ
1 ǥ ϰ ֽϴ
.

(4)
űԻ

̿ Ͽ ä ں޻ ̸ ̿
̿ 2 ι ϰ ֽϴ.
̸ غ
,
1.
ѱǰ ̿ǰ(BD20) ǰ Ϸ

2.
ü .Ծ 㰡( 2007 8 27-ڿ)
3.
忡 Ȯ ä(1) 󰡺
.
4.
, ڰ Ͽ 2005 󸲺 󸲱 -̿ ä (
)Ȯ, (), ()÷λ 1- Ͽ ۹п Բ ̿ äǰ ںü ߿ ֽϴ.

 

ߺ 6% ǰ ֱ Ǽ ڻ þµ Ͻ ں ̶ ں 15% ҽϴ.

 

ŷ ȸ Ʋٰ ±

 

밡ġ򰡹 غ

roe?

2008

2009

2010

2011

2012

2013

17%

547

521

610

713

835

976

PER?

2008

2009

2010

2011

2012

2013

10

2518

3065

3586

4196

4909

5743

PBR

1.4

 

 

Per 10̰ pbr 1.5 ϸ ֽϴ 

5ֽİ=

9763.8893

5ֽİPBR=

8040.85

ŵ6%=

7733.9148

ŵ6%=

6369.106

15% PER

5582.5354

15%PBR=

4597.382

24% PER

4129.8674

24%PBR=

3401.067

 

׷ ϱ 5000 簡ݵ ŷΰ̳׿

Ͻ ġ

ְ*5 /5Ⱓִ հ

ְ?

5Ⱓִ հ

5050

3654.853

ְ*5

PER

25250

6.908622

Ͻĸż1

3654.853

ô ż2

7309.706

 

ε ʳ׿

 

 

 

 

 

帧 غ

 

ν ں ̶ µ κε 25 15 10 ܰ پٰ ߽ϴ.

2009

2010

2011

2012

2013

2014

281

352

439

527

633

759

25%

25%

25%

20%

20%

20%

51

63

79

95

114

137

18%

18%

18%

18%

18%

18%

μ

12

15

18

22

26

31

μ

23%

23%

23%

23%

23%

23%

Ŀ

39

49

61

73

88

105

μ 20% µ 23 % ߽ϴ.

2009

2010

2011

2012

2013

ں

37

46

57

69

82

ں/

13%

13%

13%

13%

13%

ڻΰ

244

266

297

335

384

9%

9%

9%

9%

9%

󰢺

22

24

27

30

34

 

ں 13% ҽϴ ߺ ״ 6% ϰ ֱ Ǽڻ 濡 ϰ 13% ߽ϴ (̺κ ణ ں Ұ ƴѵ ׷ ξ ġ ̴ϴ.ϴ ں κ ̶ ϴ. ѹ  ̾ Ĵ ̴ ں 13% ϸ ϴ.

̷ 10% wacc 7% 䱸 ϴ 10% ߽ϴ. ׸ Ӽ 5% ں 10% ߽ϴ.

5050ε ż ġ ΰ ŷǰ ִٰ մϴ. ŵ

  б ۼؾѴٰ մϴ ֳϸ ں κ ɸ °ݿ 9000̸ ŵϴ° ϴ ŷ ε ں κ Ұ ϴ. ޾ ϴ װ    ̴̾ 5 eps bps 10% Ѿ roic 10 ̻̹Ƿ ڸ ̶ ˴ϴ.

10׿簡ġ

-              27

-6

15

33

53

Ӱġ 簡ġ

961

1057

1163

1279

1407

񿵾ڻǰġ

93

93

93

93

93

(аġ)

16

16

16

16

16

äǰġ

15

15

15

15

15

ġ

1,028

1144

1271

1406

1554

ֽļ

0.110

0.11

0.11

0.11

0.11

ִ系簡ġ

9,347

10,404

11,557

12,780

14,129

ǥż

5,787

25%

 

5 6 ݿ ż õ ϴ.

4000 꺠 ż ̱

9000 ŵ

 

б ġڿȸ(̵) –-




ƮƮ ũα (0) ֱֱ(0)
:
|

 Ѹ ( 2)

  1. ʹڴ
    ʹڴ | 09.05/05 23:42
    |
    ŵ 9000 ں ȴٸ 帧 ٽѹ ؼ

    ġ ؾ Ѵٰ մϴ. ׸ PBR ̳ PER κе 10 ̻ 1.5 ̻

    ̶ մϴ.
    ۾
  2. ʹڴ
    ʹڴ | 09.05/05 23:43
    |
    ϴ ڰÿ 鼭

    ٸ ̶ Ǵ ˴ϴ
    ۾

* HTML ± Ͻ ϴ.

Է

۾
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KCI 036670

7,650 70 , 0.92 %

ֽMRI м

ڸŷµ
̼ onononoffoff

18

/ 25

 ononononoff
繫 ononononoff
 强 ononoffoffoff
 â ononononon
* ֽMRI 췮 : ּ 15 ̻
* 3 ̸ м Ⱓ   ª Ϻ ٸ ֽϴ.
20240123_ũ_繫ǥ20240329_ũ__

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