: |
2015-12-31 |
2016-11-30 |
() | |
Kospi: |
1,961.31 |
1,983.48 |
22.17 |
1.1% |
Kosdaq: |
682.35 |
596.11 |
-86.24 |
-12.6% |
: |
2016-10-31 |
2016-11-30 |
() | |
Kospi: |
2,008.19 |
1,983.48 |
-24.71 |
-1.2% |
Kosdaq: |
624.68 |
596.11 |
-28.57 |
-4.6% |
2015⸻ 11 Kospi 1.1% Ͽ Kosdaq 12.6% ϶Ͽϴ. 11 Kospi 1.2% ϶Ͽ Kosdaq 4.6% ϶Ͽϴ. <Z> Ѵ 6.5% ϸ鼭 ̾ Kospi Kosdaq忡 ʰ ڸ Ͽϴ. <Z> ۳ 38.6% Ͽµ, ̴ Kospi ðѾ ϴ 20% ϴ(켱ָ ϸ 21% Ѿ) Ȳ <Z> Ѵٸ Kospi 1.1% ƴ 6% ϶Ͽٰ Ÿմϴ. <Z> ϰ ִ ϰ ʴĿ ش ۿ µ, ڻ ͷ ƴ϶ ִ ٰŷ մϴ.
ݵ ͷ ۳ 1.3% ϰ Kospi 1.1% ¿ ؼ 0.2% ϰ ֽϴ. , 12 ԵǾǷ ͷ ̳ʽԴϴ. 11 Ѵ ͷ 0.9% ν Kospi ϶ 1.2% ؼ 0.3% Ͽϴ. 11 <> <ſ> ż 鼭 ͷ ̰ µ, ʾ ̳ʽ ͷ ߽ϴ.
ֽ Ȳ (2016-11-30)
|
|
ֽ |
|
ͷ |
ó | |||
|
żܰ |
|
簡 |
| ||||
ſ |
1,187 |
48,986 |
58,146,668 |
50,700 |
60,180,900 |
23.9% |
3.5% |
|
ſ() |
522 |
47,700 |
24,899,464 |
46,500 |
24,273,000 |
9.6% |
-2.5% |
|
|
2,000 |
36,750 |
73,500,000 |
37,100 |
74,200,000 |
29.4% |
1.0% |
|
߾ӿʺ |
1,000 |
28,350 |
28,350,000 |
30,700 |
30,700,000 |
12.2% |
8.3% |
|
ڿ |
5,500 |
13,511 |
74,312,840 |
11,200 |
61,600,000 |
24.4% |
-17.1% |
|
(R/P) |
|
|
1,007,468 |
|
1,007,468 |
0.4% |
0.0% |
167 |
|
10,209 |
|
260,216,440 |
|
251,961,368 |
100.0% |
-3.2% |
167 |
: |
248,787,736 |
ͷ: |
1.28% |
ֽ: |
99.6% | |||
<ŸȲ> |
ͱ: |
3,173,632 |
: |
0.4% | ||||
|
|
|
|
|
|
|
|
|
CMA |
167 |
1 |
167 |
0 |
167 |
167 |
1,007,468 |
(R/P) |
Ա |
|
|
1,000,000 |
0 |
1,000,000 |
1,000,000 |
1,007,301 |
ݵ Աݾ |
11 ŸŰ ϴ. ſ ԵǴ 1鸸 ߴµ, ʹ ƴ^^
ݵ(Ƴ) ø , ռ ϴ JTBC 10 24 ּ Ⱦ ڱ ó ߰ 3 –ʵл Ƶ̱ - Ͽϴ. ù ° ϱ ۱ ¸ ϰ Ͽµ, ʿ伺 ߴ. ȸ ӱ ϸ ڴٴ.. ȥ ӿ ص ֽϴ.
ݵ ڱ ƴϰ, ̱ DOW ְ ϴ ֿ 츮 ø ۷ Դϴ. ֽĽ忡 ġ ʴ´ٰ Ͽµ, ̰ ϰ ʿϰ ٶ ־ Ǵ.. ǽ ǰ ϴ.
ұϰ ġ 麮 ϵ Ϸ Դϴ. ¿ ̶ ǥ ǰ, · ΰ ϴ ȾƼ õ –- ϴ.
ģϰ ˷ֽð å ߴٸ鼭 ÷ е п ˰ ȸ ǽ մϴٸ, ̹ å ⰣǾϴ. Ǻ귣 <ũ> û –ǽ δ ʰ- Ǿ å , å ñ߰ ̸̿ α⸦ ϴ ߱ ƽϴ. å Ⱓ , ñؼ ѹ ŻƮ ˻ϰ Դϴ. Ǿ ǻ δ ʹ Ƴ ̵κ Ƿ ϰ ֽϴ.
̹ ۷δ, ̹ ǻ翡 å Ұ ۿ å е Ϸ մϴ. å ״ űϴ. å ֽ ־µ, 亯 Բ ϰ Բ øϴ.
, ϴ 4
1. PBR 1
2. PER 10
3. ͷ ⿹ ݸ ̻
4.
뿡 ־ 1 2 ġ ļ ϴ ֽϴ. , PER PBR Ƽ ܵ 찡 ִµ, ̷ ġ ļ 10 ϰ ϱ մϴ. PER: 5, PBR: 2 PER: 10, PBR: 1 ġ ˴ϴ. ٸ ̷ , PBR 1 ȣմϴ.
PER ͷ ġ ߿մϴ. ϰ ǵ. PER DZ õ ڷ EPS(ִ) ռ ȸ迬 Ⱓ þ ִٸ ּ̰ Ѵٸ ˴ϴ. پ Ȯ ʿ䰡 ֽϴ. EPS پ ̶ PER ǹ̰ ġ̱ Դϴ.
ͷ ȸ迬 ݰ 缺 Ȯ ʿ䰡 ֽϴ. 缺 ϸ鼭 þ ̶ ּ̰, ̷ PER ɼ ϴ. 4 ؿ κ ɼ Դϴ. Ȥ 缺 ̰ų ų ÷ ߰ϱ ϴµ, ٷ ϴ Դϴ. ϴ ݸ 2 ̸̻鼭 ٸ յǴ ̶ ˴ϴ.
4 ߿ ͷ 켱 ϴ. 밳 ͷ ٸ 3 Ű 찡 ̱ , ְ Ϲ ָ ϴ Ÿ 翡 ֱ Դϴ. ڸ ϸ鼭 Ǵ ֿ 濵 ذ迡 Ÿ <븮> ε, ̸ ؼϴ ̱ մϴ.
ٸ Ű ̶ ǿ ʴ 찡 ֽϴ. ߴ <泲ƿ> ̾µ, ڸ ϴ ä þ Դϴ. δϴ ݸ ô, ݸ ް ־ 翬 ε ٰ ǴϿǷ ڸ ߾ϴ.
ּ ϴ Ʈ ϸ ʴ ڴ ݸ ̻ ȴٴ Դϴ. 뿡 ־ ϴ µ, ڸ س鼭 Ǵ ù ߰ ֽϴ.
å Ⱓ ֽ ־ϴ. 뷫 亯 űϴ.
() å Ͻ ڱ 4 ߿ ' '̶ κ ִµ ü ǹϴ? ܼ '帧ǥ CAPEX ϴ 帧 + ' غϴٸ Ȥ ٸ ǹ̷ ñմϴ.
() Ͻ ؼص Ǵµ.. ܼ ġ , ռ Ǵ ä ǿܷ Ȳ ֱ Դϴ. ä ǰ ŷ ϰ ϱ ȸн ռ 3 ʰ ְ տ մϴ.
κ ٸϴ. н Ұմϴ. Ư ȣϴ 100% ϴ. ܺȸ 縦 ϴ ȸ κи Ȯ ¤ Ѿŵ. Ȯε ϰ^^
ϴ ä ƿ ̰ 纸Ѵٸ ڻ(//ܱǰ ) ä Դϴ. Ȥ ڼ ں뺸 ū 찡 ǰ. Ȥ 췮 忡 ݸ ڱ 뿩ؼ ݸ ǰ ڱݿ ϱ Ѵϴ^^
ȸ ̳ å̶ .. ɷµ ָϰ ̰ Ǿ. Բ ̷ ⸦ 帮 .. Ʈ ø ϰ ̸ ϴ ϴ.
() ֽڿ Ͽ ϰ ִ Դϴ. ͵ ϴ ڽŸ ڰ ¿ ϴ ս ʽϴ. å ڹ ϰ õѴٸ ְ żϿ ϴ ̶ ϴ.
å ȸ ݺϿ ߰ 켱 Ѱ ڽϴ. 簡ġ 꿡 ֱ eps (2016. 11. 27) Ѵٸ 2016. б ݿ ȯ eps ϴ 2015 4б Ͽ ϴ ǹԴϴ.
ְ 簡ġ ̰ żϽô Բ ˷ ֽø ϴ ٷԴϴ.
() 簡ġ ־ 뿡 ־ մϴ. Ư б⺰ / б ȯϴ ְ ϰ ֽϴ.
ٸ б⺰ ϴ ʿϴٰ ϴ. 쿡 б , Ȯϰ ִµ. Ȥ б ͺ ũٸ ݵ Ȯؾ մϴ.
.. 簡ġ 꿡 ־ ֱ 3, 2, 1 οϴ Ӽ ̰ ־ ܼ ֱ EPS ϸ մϴ. ũٸ ʿմϴ.
ʹ Ȳؼ ȥ ȴ ڳ.
.. ڹ 4 Կ ־ ݵ Ʈ ؾ մϴ. ֱ ε.. ¿ ٸ ְ ϱ 10 ܰ մϴ.
簡ġ 簡 , żϴĴ ؼ 亯 帮Ⱑ . ġ å 50% Ȥ 40% ٰ ϴ. ſ Ʈ ø , ̷ ο ʽϴ.
뷫 50% ä ִٰ , ͷ û ȭ <ڿ> ܼϰ 簡ġθ ٸ ؾ ½ϴ. ϰ ִ ظ Ư Ȳ̰ Ŷ Դϴ.
ϴ 4 ϸ鼭 ڸ װ 鼭 Ѵٰ Ͽµ.. Ȯϰ ۷ ǥϱⰡ κԴϴ.
, ̿ܿ ߿ ʰ濵 ǰ ε, ִ 밳 濵 ̻ Ǵ ֱ Դϴ.
ִ ϱ Ư ϱ ε.. ʴٸ PER, PBR ֽ Ʈ ϸ ǰ. ġ å ̷ θ ص ̱ ִٴ ġ ְ ֽϴ.
() 簡ġ Ͻ ڻ κп ֿ 켱ָ ջϿ ϴ Ǵٰ ô? ƴϸ 켱ָ ϴ ´?
() 켱ֵ ں ϹǷ 翬 Ѵٰ ϴ. ̱ 켱ָ ϰ Ȥ ϴ ϴ ִµ, ƴ϶ Դϴ.
ſ Ʈ ø鼭 ߾µ.. ϰ ִ <ſ> 찡 ̿ شմϴ. ֿ 켱 ֽļ ڻָ ؼ ֽĿ 簡 ؼ ðѾ մϴ. ðѾ ںѾװ PBR PER մϴ.
2016 3 11/23 ְ ؼ ϸ..
- ڻָ ֽļ : 6,666,862 / 켱: 2,473,653
- ֽļ 簡 ؼ ðѾ: 4,485
- PBR: 4,485 / ڱں: 10,675 = 0.42
- PER: 4,485 / : 576 = 7.79
Ͻ 簡ġ ؼ ø ͽϴ.
帰 ״ Űϴ. Ƿ Ī ϼ̴ٴ ״ ξϴ. ϴ ٸ ̴ּٰ ߱ ε, ֽڶ ڴ å ϰ ֽϴ.
Ʈ Ѵð å ⸦ ߽ϴ. 2016 յ ٶ ִٸ, 12 ΰ 2016 ־, ̸ ŵδ ̰.
ؼ ٽ ÷⸦ õ.. ¶ ׳ Ӵϴ.ФФ
ϰ ڰ ߽ϴ.
˼մϴ.
ʹ ϽŰ ϴ.
ְ ġ ƴ϶ ں ⺻
Ѽϴ ֽ 忡 Ҿϱ⸸ մϴ.
ֱٿ (-Ѻä) ðѾ ʰϴ ϴ.
ä, ڻ(ڻ), ڻ 0 ̶ ϰ ä
ðѾ Ѵ 2% ̻ ֽϴ.
dz, , ڸȸ, , ſ Դϴ.
ٽѹ ߰ ϵ帳ϴ.
<ſ> ٽ żϼ̱^^
ϰ ͼϰ ̴ ̳.
ʴ ¿ <> ֽϴ.
å ͵ ƴϰ.. ͵ ƴѵ.. ٴ, ^^
β å ֽŴٴ, ʹʹ 帳ϴ^^
11 ̾ϴ.
ö ༮ ٽ 鼭, ݵ(Ƴ) ̳ʽ 0.1% Ǿϴ.
ȿ ̾ ̰ ȿ ؾ ϳ^^
å Ⱓ ϵ帳ϴ. , å ֹ߽ϴ~^^
ó -0.9% ̳. ƾ ϴµ .
ݺ Ǽ ݾ ݾ ϰ ֽ Ÿ Ϸ ϴµ
Ÿ̹ ϰ ֽϴ. ַ ðѾ ַ ֽϴ.ǰϽð ٽ ѹ ϵ帮 ϼ̽ϴ ^^
ִ ȸ ּ^^
½ϴ. ƾ ϴµ..
12 + 1.% ̻ ״ϱ.. ݰ Ե ּ^^
ħ ̶ ƴұ Ͽ, ¥ ̷ !
6 3 9, 70% Ʈ ϴ.
ִµ,,
1. ڽ 12 ϴ ?
ٸ Ϲ ? ߶ Ͻñ dzϽ ϴ.
2. ROE ͼ ̴ ũ ô?
, Ͽ ְ Ͽ
ROE 3Ⱓ ͼ ̸ ؿ ߰Ͽϴ.
å д ģ 並 ſ, ' ι ͷ ǥ' ϰ ҽϴ.
2017 ؿ ǰϽð ÷ֽñ ٶϴ.
ϴ~~~~^^
P.S. 40߹ ̸ֺ ''̶ ʸ ̿ ϸ ϸ å ֹ߽ϴ.
å ܼ ⺻̰ ̶ ϰڽϴ. ù° Ͻ ڽ ֶ ؼ ٸ ٰ ϴ. ż϶ ġ Ͻô ż մϴ.
ħ 12 ε ־µ. ׳ 쵵 ־ ŭ ְ ϶ϱ . .. ٸ ϶ ְ ȸϿ ϴ.
ROE Ȯ þ Բ ְ ΰ ŷDZ ٰ °. δٴ PER PBR ؼ Դϴ. ª ̶ PER, PBR Ͽ մϴ. å 10, 1 ϰ ǰ. ̷ Ʈ ϱ Դϴ.
ñϽ ̳ ذ Ǿ?
߰ Ȥ ٸ ǹ ִٸ ϰ ּ մϴ.
մϴ^^