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̿ ̹ ٸ

0. ⿡ ռ
ڰ ִ 2ִ Ǿַ̼ǰ ̿ 2. Ǿַ̼ǿ ̿ ۵ ߰ڴٰ ϰ ־. , л ڱ е з óϰ ̹ ָ ߰ڴٰ ϰ ̷׾. ׷ ū Ǹ/ް÷ ̿ ְ ع ϰ ۼѴ.

ڰ 2, 2, 2ֵ ߿ 2 ֿ ϰ ִ ϳ, ̴̼. İ Ǵ 2 Ȳ

0-1)2
, , , и 忡 ÷̾ ʹ . ε ̿ϼ¶ ÷̾ ߿ ֵ Һиϴ. ̷ Ȳ 밨 ̹ ÷̾ οް ִ. 忡 ֵ ȭϰ ܿ ٸ 鿡 ߴٸ ū ս ִ. ڴ ο޴ ü ʴ´.

0-2)2
ü ü ްִ. ü ޴ иϴ. ü ̰ ֿ ޾ ⼺忡 Ѱ谡 ֱ ̴. ڴ οҵ ũ ǹ̰ ٰ Ѵ. ֳĸ ȭ Ȳ̰ ̿ ü CAPA ּ1~2⵿ Ŷ ϱ ̴. ü CAPA Ѵٴ 2ü ָ ޴´ٴ ṉ̀⿡ ڴ οҸ ʴ´. ε 2׸ ڴʰԳ ִ ȣ ȸ Ѵ. ڴ ִ Ǿַ̼ǰ ̿ ϰ ִ.

⼳)PER
ռ ڰ ̼ Ҷ ü PER ϰ EPS д. δ 밨 ȭ ü PERص ö Ŷ Ѵ. 2, 2ü鿡 ڴʰ .

1. ȸ簳
: Ƭ 꿡 ʿ ()
: ǿƼ
ⱸ : Calender 45.34% / Slitter 23.90% / Coater 19.39%

2. Ͱġ

̿ 繫ǥ 縦 ִ. ѹ 캸.


(:) 2019 2018 2017 2016 2015
1005 435 261 761 143
795 373 222 584 96
210 62 39 177 47
ǰ 56 183 87 74 34
154 -121 -48 102 13
137 -105 -88 104 17
111 -83 -75 86 15
ڱں 496 386 471 341 258


2-1) ߱
2016~2018 Ȯ ִ 2018⿡ ǰ 183̳ ߻ϸ ū ս ô. ̾?
ȭ ۵ǰ ִ. Ⱑ 2019 DZ ߴ. ׷ٸ ߻? ̴߱. å Ƴ ʾҴ ߱ ̿ 2015 ־. ߱ åȭ ߱ü ְ ǰε ̿ ū ս ȴ. 2018⿣ ᱹ 100ﰡ ä ջѴ. 2019 ְ þ ä ջߴٴ ̴. ̸ ⿡  ɼ پ.

2-2) ǿƼ ƴ ̿ΰ
ᱹ Ȱ. ȿ ã°̴. ׷ٸ ܰ 5000£ ̸, Ȯ ǿƼ ƴ ̿ ΰ?

(̿) 2019 2018 2017 2016 2015
ͷ 21% 14% 15% 23% 33%
ͷ 15% -28% -18% 13% 9%
ͷ 14% -24% -34% 14% 12%
ͷ 11% -19% -29% 11% 10%
ROE 22% -22% -16% 25% 6%

(ǾƼ) 2019 2018 2017 2016 2015
ͷ 0.5% 1.5% 6.9% 6.8% -0.1%
ͷ -0.9% 0.3% 1.5% 2.6% -0.2%


2019 2016 ̷ Ͱġ ߴ. ͷ 14%, ͷ 11% ϴ ִ. ̿ ǿƼ 2019 3214 ̿ 3踦 ͷ 0.5% ߰ 3Ⱓ ͷ 2017 7% Ұߴ. ذ 2 簡 2迡 ͷ ̰ ´ٴ ڴ 2 ö. ǿƼ Ȯ 1)ָ ްų 2) ϰų. ǿƼ ̿ ٸ. ̿ ֺ ä ̶ Ǵߴ.
̼ ٸ. ̿ ̼ǵ ġ ƴ ߿ ذ ִٴ ٸ ߴ. ǿƼ ܰ5000̶ ˷ ķ ʹ ְ ־.

2-3)ܰ
(201912) ܰ 1877 ϵǾְ ȨIRڷῡ 20191231 2275 ܰ ϵǾִ.

3. ڻ갡ġ
ռ Ǿַ̼ǿ ڴ Ǵ ڻ갡ġ 䱸 ʴ´. 繫ǥ ݿǸ 繵 ޶ ̱ ̴.  ָҸ ͵鸸 Ȯϰڴ.

(:) 2019 2018 2017
ڻ 1696 1671 1104
ڻ 1399 1397 964
91 267 283
972 924 248
ڻ 297 274 140
ä 1200 1285 633
ä 1181 1182 621
*ܱԱ 100 140 20
46 280 252
*Ÿä 884 736 334
ä 19 103 12

3-1)ڻ
ڻ þ Ȯ ִ. ܰ þ ڻ ū ʴ´. 18⵵ 19⵵ ְ ϸ鼭 18⿡ ä Ը ϰ ÿ ̶ Ѵ( ). CAPEX 18⿡ ްϰ ø Ȯΰϴ.


(:)
2019 2018 2017
1005 435 261
ڻ 972 924 248
ڻȸ 1.034 0.471 1.052
CAPEX 29 113 11

3-2)Ÿä
ä 75% ϴ Ÿä ̴. ʿ нϰڴ.

4. ̼
ڴ ̼ 뵵 ְ ߴ ִٰ ʴ´. ̼ ְ ¿ ִ° żñ⸦ ĥ ̴. ְ ¿ ִ ŷ ִ ְ Ȯغ.
+÷ڸ ڴ żñ ̼ (¿ %), ŵñ Ȳ Ȳ .

PER : 2019 2625 PER13.2 (̹ PER18.84)
EPS : ܰ 2275. 1Ⱓ Ǹ ްü ҿ䰳 13~14. ̹⵵ 90% 80% 缭 . 2275*0.80 = 1820 . EPS 356.

PER*EPS=4711
ְ 18% ¿. ż


5. ϸ
ڰ ϰ ִ 2 2 . ڴ ƹ ֶ ص ̼ ߿ϴٰ Ѵ. ̼ Ű Ǿϴµ װ ұ?

ڰ ϴ " ϶" ϷѴ.

' ֻ ֽ ݿ żߴ ڴ ̵ ֳθƮ ص Ǹ ս ԰ ȴ'

' ų 20% ؼ ִٸ װ ̴. װ ̻ ӵ ڰ ȴ'

'  α ָ ̼ ä ְ Ѵٴ ̴'

' ϴ ̱ ڶ °'














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