Ǽ ߴ 츮 Ұ . 츮 Ǽ 밡 Ұ 5 30̴( - [밡 ] 츮, Ǽ ''). 츮 22 2 38 2.6% 7590 ŷǰ ִ.
츮 1 52 ְ 8600 2ʹ ö. 5 30 밡 Ұ Ŀ ߴ. 7800 5 밡 Ұ (6750) 16% 52 ( 9 3980) 96% ̴.
Ұ 츮 ְ 2016 1б 繫 ʹ. 繫 ʹ ״ ݸ, ְ 鼭 츮 Ǽ ϰ ƴ.
ǼŴ 밡 Ϳ ʸ Ǽ Ƶ̴. Ǽ ڷ ְ(PSR=ְ/ִ) Ұߴ. ״ PSR 1.5 ϰ, 3 ߴ. ݸ PSR 0.75 Ž϶ ߴ.
츮 PSR ְ 1.0 ̻ 밡 Ǽ ʴ´. ٸ ְ , Ǽ ǿ Ѵ.
ä 34%, 348% 繫ε ȣϴ. ǼŴ PSR Բ FCF(帧) ߿ߴµ 1б⸻ ȯ 帧 55 ڴ. 3 ͷ 9.5%̸ 5 ں 13% Ǽ Ѵ.
[ǥ] 츮 Ǽ
: 2016 7 21
(ڷ: GSŬ)
츮 Բ ְ ¼. ȯ(ֱ 4б ջ) ݿ ְ(PER) 9.1, ְڻ(PBR) 1.12, ڱںͷ(ROE) 12.1%. Ұ ú ְ 16% PER 10 ̸ ŷǰ ְ ROE 5 ġ 11.5% ȸѴ. PBR 1踦 Ѿ.
츮 2000 ü ֿ ǰ ȭ Ʈ ϴ MSPP(Multi Service Provisioning Plaform) AGW(Access Gateway).
츮 ϴ MSPP/PTN ȭ Ʈ ϴ . AGW ȭ ġ ȭ ȯ⸦ üϰ ű Ʈ ġ ȭ ϴ .
츮 å Ը , Ÿ Ÿ Ȯ, 3 Ż(SKT, KT, LG÷) Ÿ ȭ ´. ż ̴. ܰ κٴ ǰ ɰ ٽ̸ ż ʿ û ؾѴ.
MSPP/PTN (Turn-key ) AGW ⰣŻڴ 1б ȹ Ѵ. 2б Ÿ Ͽ 3~4б ڰ ϴ Ư¡ ִ.
̷ Ư¡ ؿ ̾ 1б Ͱ ڸ ߴ. ٸ Ͱ þ. 4 þ -12, 3 -7 ߴ. 31 24% پ ̴. ȯ(ֱ 4б ջ) 54 (43) 26% þ ̴.
GSŬ...
- ' öŸ'..ֱ 10Ⱓ 32%~40%
ѷ
3 ü ûϱ
* ۿ ñ
[GSŬ] èǾ , 16% ...2ŷϸ ְ ͷ
[GS! ֽ] , 15% ...è&
[GS! ֽ] ¾, ͷ 11%
[GS 10Ⱓ ͷ]
* ͷ Ⱓ: 2005 ~ 2014
1. èǾ , 2981%(40.9%, )
2. , 2695%(39.5%)
3. , 1502%(32.0%)
ڰ ϴ GSŬ ġ 밡 ڹ Ѵ. ' (Giant's Shoulder) öŸ' ̴. GSŬ 밡 ö ִ Ʈ ִ.
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