ϳڴ Ǿ Ȯ ǰ ϸ, ǥ Z ּȣַ žҴ.
ϳڴ 14 Ǿ Ʈ ڻ Ǿ Ϲ 4縦 ջ ּ +13.5% 2.7(ROE 10.8%) ġ ߴ. Ǿ Ȯ(Overweight) ǰ ϸ, Z, ѱ Ѵٰ .
ϳ ȫ ǥ ڸƮ̴.
Z(ż / TP 51,000()): 2020F ּ 5,228(ROE 10.4%, YoY +33.4%) ȴ. Brokerage ŭ ȴ. ġ ǥְ 51,000 ϸ Ǿ Ѵ.
ѱ( ż / TP 99,000): 2020F ּ 7,583(ROE 14.6%, YoY -10.3%) ȴ. 4б īīũ йó(ܼ) 1,100 νĵ ȴ. īīũ ʿ ġ ΰ ̴. ǥְ ǰ Ѵ.
̷´( ż / TP 12,000): 2020F ּ 7,873(ROE 8.5%, YoY +19.5%) ȴ. ֱ ߱ ں Ҽ ȮǼ ȭǾ, 4б ڻ ġ ս ν ɼ ϳ DZĵ ڻ갡ġ ȣ ȴ. ǥְ ǰ Ѵ.
NH(ż / TP 15,000()): 2020F ּ 6,241(ROE 11.5%, YoY +31.3%) ȴ. 4б ڻ ġ ս Ϻ ELS ȯ ȸ, ¿ Trading ν Ǹ, ݵ 100 ؿ ĥ Ѵ. ġ ǥְ 15,000 Ѵ.
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