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Lee Fund(vintage 2014)_2nd





















1) Ǫ
(Ʈ: ŷó ؿܸ , 1/2ü ǰ, ݺ) 

- δܸ⿡ ̴ /ǥ νĽý LGCNS, ƿȿ(1,2ü)  KCT ǰ
- þ, Ű ؿܽ忡 ƼϹ νý 䰡 ϸ鼭 ü    ڵȭ, ѱȸ Ưܸý ű νý
- ݼڻ:130 , ڻ 50 -> ݼڻ 204
- (25->18), (28->26) ҷ ְ ϶Ͽ, ؿ
   (Ͱҿűǰ ߿ R&D(󿬱ߺ) )


2) ǰ
   (Ʈ: ű ؿܸ(索ġ, ߱), PBR ݺ)

- ظ žళ ̽ 1000 ̻, PER 20̻ ޴ Ȳ 500  Valuation, Forward PER ұ, û PBR      
- ۳ Turn Around + ݼڻ , 繫 Ȯ
- ߱ ű
   Ŵ ĸ ߱ ž (ӻ )
   索ġ óֱ  
   DDS ǰ
- ݼڻ(ںε ): 361 / Ա: 221


3)
(Ʈ: 뿪 LTE ڿ , KT ߽ , ؿ ߻ ɼ, ۳
                    Valuation, ݺ)  

- KT ߰ -> KT ؿ ؿ
- ںε ݼڻ: 183(3Q) / Ա:


4) ѳȭ
(Ʈ: ݵü/÷̿ ȭ Ʈ, ؿܾü ǰ , ΰġ ǰ )  

ݵü, ÷ İ ̴ Glycol Ether -> ٿ ؿܾü   ؾϴµ Tank ߻ϹǷ  ü ó  ǰؾ ( ). (üμ )
- Glycol Ether (185) -> ΰġ ǰ ǰ ͼ
- ݵü/÷ , 2000 ߹ ȭ ̽ٸ 2010 Ҹǰ ȭ ̽(Ƽ, ũ ̽)
- ڻ갡 807 ɼ ðѾ 770





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