| 밡 (www.itooza.com) GSŬ ϴ Դϴ. , ν, ؼ , Ǽ, 5 밡 ؿ , ͼ, 强 跮ȭ ϴ. ǥ ġ οϰ, 밡 մϴ.
[ǥ] , ؼ
:2016 5 24
(ڷ:GSŬ)
ؼ ְ ݵŴ ǵƼ ߴ. 2008 < Ÿӽ> ġ ƹ ̾, Բ 10 ߴ.
ؼ ڽ å ؼ (Investing Against The Tide) Ģ ִ. ״ ϱ پ ̼ ǥ Ȯϸ ľϰ ߴ.
ȯ(ֱ 4б ջ) ݿ ְ(PER) 17.6 5 19.8踦 ȸ ؼ ؿ ߴ. ְ(PSR) 1.0, ְ帧(PCR) 5.3 ؼ ߴ.
繫µ ȣϴ. 4б ä 16%, 476%. Ϲ ä 100% , 100% ̻ 繫° ϴٰ ǴѴ.
帧(FCF) Ǵ . 10 FCF 18 5 21, 3 43 ƴ. ں 21.8% ؼ ǿ Ѵ.
Ǵ ͺǰ LED ǰ ̴. ͻο ٽɺǰ ѷ, ̵ īƮ ǰ ϰ ִ. ֿ ó Zڷ 90% ̴̻.
LED ǰδ LED . XLEDs ȭ 鼼 忡 䰡 ִ ҷΰ ü LED, Ʈ ü LED, ֱٿ 鿭 ü LED ߵ ´. 1б ͻΰ 58%, LEDι 42%.
2006 2012 ü þ . ݸ, ͷ 2007 22.1% ϶ϴ .
Ư 2013 ؼս(71) ϸ鼭 ͷ 0.5% . 2012 ϶ϴ ݵ ߴ. ͷ ؼս 2013 ر ų Ǵ ̰ ִ.
Ǵ 1б پ þ ´. 165 12%(22) پ. ݸ, 5%(1) þ 12 ߴ. 8 33%(4) پ.
ι 캸, ι ߴ. Ϳ ǰ 95 13%(15) پ LED ι 70 9%(7) ߴ.
ū ٸ鼭 þ δ. 135 13% پ. Ծ 71 13 پ Ǵ. ٸ, ȭȯս 4 ø鼭 Ÿ.
1б ȯ(ֱ 4б ջ) ݿ ְ(PER) 17.6, ְڻ(PBR) 0.66, ڱںͷ(ROE) 3.7%.
GSŬ...
- ' öŸ'..ֱ 10Ⱓ 32%~40%
- GSŬ ͷ(ݵ )
* ؼͷ(~16.5/24)
: +5.9%
èǾ: +5.0%
: -5.0%
ڰ ϴ GSŬ ġ 밡 ڹ Ѵ. ' (Giant's Shoulder) öŸ' 9 ̴.
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