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[밡 ] ó ̽ '̿'

ܵ
| 밡 ޴ ڵ ' ѱ ߴٸ  ?' ش ִ ڳԴϴ. ߱ 밡 ֿ ǥ Ұմϴ.
̽ "簡ġ 򰡵 ָ "


Ʈ ڸ Ź ݵ Ŵ ó ̽ ָ ȣѴ. ״ 簡ġ ε ֿ . ̽ ȸ翡 ' ġ'(private value) ۵, ̴ ȸ縦 μϱ ϰ ݾ ǹѴ. ״ ġ ϱ Ͻ ؾ Ѵٰ Ѵ. ׷ 帧 ̴.


̽ ŵ ߴ. ٸ 밡 ޸ ֽĵ ߴ ǥ ؼ ߴ. ״ 븦 ϰ ִٸ 󰡰ݺ ϴ° ٰ Ǵߴ.


̽ ͼ ڱںͷ(ROE) ȣѴ. 'ROE 10% ̻, ֱ 2Ⱓ ִ(EPS) 10% ̻'̴. , ״ ͷ պ ȣѴ.


̿, ̽ ''


̿ ̽ ϴ ϳ. 1б ȯ (ֱ 4б ջ) ڱںͷ(ROE) 29% 10% Ѱ, EPS 2198 2 957 52% ߴ. 1б ȯ ͷ 40% 20% .


̿ 1 ι̿ƽ(Probiotics) ǰ ü. ι̿ƽ Pro(~ ȣ) + Biotics( õ) ռ, ǰ ȿ ִ ִ ǹѴ.


ι̿ƽ , Ϻ, ̱ ȭ ǰɽǰ, ġ ȮǸ鼭 ֱ 䰡 Ŀ ִ. MarketsandMarkets , ؿ ι̿ƽ 2015 2020 7% , 2020⿡ 466 ޷ Ը ̴.


ȭ ʿ ǰǰ ϰ ִ. ̿ ι̿ƽ 嵵 ϰ ִµ, ľó ڷῡ ι̿ƽ 2014 1388 ߰ 2008~2014 Ⱓ (CAGR) 39.3% ߴ. 2015 ι̿ƽ ġ , ̿ 2015 21.3% ߴٴ غ 2015⿡ 弼 ߴٰ غ ִ.




ι̿ƽ ǰ ... ü


̿ (OEM ODM), ü 귣 ǰɽǰ ü źźϰ ü. ῡ ǰ ü ι̿ƽ ۷ι ̿, ũѼ(ũ), 𸮳(Ϻ) 5̴.


̷ , ̿ ̱, , Ϻ, ߱ 5 Ư㸦 ñ á ǰµ ߰ ִ. ̿ ش 1 MLM(multi-level marketing, ٴܰǸ) ü Ͽ(Armway) ൵ ξ, ̴ ǰ ι B2B 60% ̻ ϰ ִ.


̶ ܹ ٴ ϴ , ̸ 꼺 ȭ 峻 ޷ Ű, 忡 ι̿ƽ ֵ ִ ̴.



̿ ǰ 캸, 2011 12% 2015 32% 20%p þ ݸ ǰ 2011 67% 2015⿡ 15%p پ ִ. ̴ ̿ OEM/ODM ü ü 귣 ü ȭ õϰ ǹѴ. ̿ ǰ 鼭 ͼ ƴ('11 ͷ 24.6% '12 25.2% '13 29.7% '14 31.7% '15 37.9%).



ǰ B2C(business to consumer) · ޵Ǹ, ͳݰ ౹ Һڿ ȴ. ֿ ǥδ , ɾ, , Ƽ, ̺񿡽 ִ. , ѱ 3 15 ౹ ħ 9%(2015 ) Ұ 20% Ȯ ̰, ȭ̳ 鼼 ä Ȯ뵵 ӵ ̶ ߴ.



1б, ִ б ޼


̿ ص 1б ŵ״. 1б 157 57% ߴ. 111% þ 58, 182% 49 ߴ.


ȯ ̿ 2013 1б б ð ִ. ̴ ̿ б ؿ ǹѴ. 2013 1б 2016 1б 153%, 729% . ش Ⱓ(2013 1б~2016 1б) б 8.1%.



̷ , ̿ 繫µ ȣϴ. 1б ä 63% 302% . ڻ Ա 16%, ں ִ ִ ǥ ں 7.


絵 ؿԴ. ̿ ֱ 5Ⱓ ų ִ 150~400 , ش Ⱓ ð 1.04%. ̿ 2010 5Ⱓ ų ִ 150 , ۳⿡ 250  400 ִ ߴ. ص 400 Ѵٰ ϸ ִ ð 0.6%( ). 


1б   (63000) ݿ ְ͹(PER) 28.9, ְڻ(PBR) 8.45. ڱںͷ(ROE) 29.29%. ̿ Բ Ͱ ںѰ ̾ ް ִ. ȭǰų, 뿡 ġ ϸ ְ Ŭ ־ ǰ ʿϴ.


    


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