| 밡 (www.itooza.com) GSŬ ϴ Դϴ. , ν, ؼ , Ǽ, 5 밡 ؿ , ͼ, 强 跮ȭ ϴ. ǥ ġ οϰ, 밡 մϴ.
ȭ Ǽ ״. ְ, ä 5 о߿ ߴ. ȭ PBR(ְڻ), ں ν 5 ߴ. ȭ 26 12 47 3.3% 5190 ŷǰ ִ.
[ǥ] ȭ, Ǽ
:2016 5 25
(ڷ:GSŬ)
ǼŴ 밡 Ϳ ʸ Ǽ Ƶ̴. Ǽ ڷ ְ(PSR=ְ/ִ) Ұߴ. ״ PSR 1.5 ϰ, 3 ߴ. ݸ PSR 0.75 Ž϶ ߴ.
ȭ PSR 0.8 1.5谡 ʴ´. ä 38%, 259% 繫ε ȣϴ. ǼŴ PSR Բ FCF(帧) ߿ߴµ 1б ȯ 帧 25 ڴ. 3 ͷ 14.9%̸ 5 ں 34% Ǽ Ѵ.
ν ' ɲ' ġڴ. ν ݵ带 ϸ鼭 Ž̳ ְ濵(CEO) ʾҰ, 繫ǥ ߴ. ״ ڻ갡ġ ΰ ŷǴ 缭 5 2谡 Ǹ ŵѴٴ Ģ 45Ⱓ Ź .
[] ȭ, ν
:2016 5 25
(ڷ: GSŬ)
ְڻ(PBR) 0.8 , ں(=ڻ-ä) ðѾ 30% ̻ ̴. ȭ ȯ ݿ PBR 0.76. ں 234 ðѾ 38% 30% Ѵ´. ä 38% 100%̸̸ 259% 200% Ѵ´. ͷ 3.5% ν ǿ Ѵ.
ȭ ڵ ǰü ַ ǰ öƽ 翡 ǥó ǰ ΰ IPE(Ion Plasma Evaporation). ش ǰ ڵȸ ȭ ѱť ϰ ִ.
ȭ , ֿ ϼ ü ΰ IPE ǰϰ ȥ, ֻ꿡 ǰ ϴ ó ٺȭϸ鼭 2014 ÷Դ.
ȭ 2012 5Ⱓ ֻ ؿܰ ̱(׳), ߱, ߽ڰ(), ±忡 ϴ 3 ü ƴ. ̱ ǰ ̸ ߱, ±, ߽ڴ ߱ȸ翡 ǰϰ ִ.
ȭ ߱ ȸ ȥƮ, 2013 Ϻ ȥ 1 ü ξ. ȥƮ ֻڵ ȥ ڵ ÿ ŷϴ Ϻ ü ߱ ̴. ȭ 2013 4б ߱忡 ش ǰ ̴. ٸ, ؿ ߱ 15% ϸ鼭 پ. ֻ, ȥ پ ̴.
ȭ 1б ´. 283 0.7% پ. 29% 20, 28% پ 17 ߴ.
Ǵ. 222 (223) ݸ, ǸźͰ 41 20%(7) þ ̴.
ʾҴ ǰ 3 ϵƴ. 2 þ 17 ߴ. ۿ ݺ, , 꿬ߺ þ ǸźͰ Ÿ.
ȯ(ֱ 4б ջ) ְ ݿ ְ(PER) 7.5, ڱںͷ(ROE) 10.0%.
GSŬ...
- ' öŸ'..ֱ 10Ⱓ 32%~40%
- GSŬ ͷ(ݵ )
* 2016 ͷ(~5/25)
: +6.2%
èǾ: +5.9%
: -4.3%
ڰ ϴ GSŬ ġ 밡 ڹ Ѵ. ' (Giant's Shoulder) öŸ' 9 ̴.
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