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â

   Ű濡 簡 Խϴ. ڷ ̴.

   Ǿµ ͷ ü ҽϴ. ( 뷫 11% ~9% )

   ڸ, ( 14.13% ) , Ŵ ( 13.33% ) , ǿ ( 11.01% ), ߾ӰǼ( 10.71% ) , ϰǼ( 10.67% ) , ϰǾ, ķ긮, ..   ŭ ִ ϰڽϴ. ( ȣ ͷ̾ϴ. )

     ͷ̼ 츸 캸Ҵµ,, ,, ̴.

     ٵ ȭϷο ִ, Ȥ ,  2б 𸣴ϱ ٽ

   ʿ ִٰ մϴ.

     μ â Ʈ 35% ֽϴ. ( 10200,

    ۳ 800 ϱ ͷ 8% Ǵ±. )

    â,,  ڵ, Ȱ ȸε, Ȩ ǰ

   𸣰ڴ.

   ̴ ,  â ڵԴϴ.    

  

    1. PER  2.5, ROE 18%

  

       PER 3Ⱓ PER ó ֽϴ

    2.   缺

                              98       99       00       01        02        

     EPS                    476       2141       1664       2763        4041

    缺(%)           46          23          24          23           19

   ִ()       250         500         400        650         800            

    

     , Ź ϴ , 缺 30% Ѵ ϴ.

     ( ƴϸ, ȭǰ ִٰų,,  ^^: )

   κ Ѹٴ . 缺 20%鼭 ͷ

  8% ( â ) , 缺 80%鼭 ͷ 11.69% ( s-oil )

ŷϱ? ( ̴ 强̴ ٸ ϴ ʴ´ٴ پ߰

   )

                      ۳⵵ 缺

    Ŵ :                 40%

      ߾ӰǼ  :                 17%

    Ǿؿ :              76%

          :                  18%

  3. ϴ

  Ȱ ġϰ,  ü ֵϰ ִ 𸣰ڽϴ.

  â ۿԽϴ.

  

                                               1999           2000           2001              2002      

                                                                                                                   ( : % )

         â         10.4            10             11.3                 12

        

   10% غ, ٸ 鵵 մϴ.    

   ô븦 ϳ׿.  .  

                                        â       SK         LG         MOBIL     ̼        S-OIL

1999 (%) :     10          17          16          9             7              8        

  ( ֱڷᰡ  99 ڷḦ ߽ϴ. )

  4. 强 -   5Ⱓ û µ ΰ Դϴ. ۳⿡ ũ Ѱó

    , 2б Ŀ üǾ ֽϴ.

     ̹ 1б⿡ ۳ 1б 0% ߽ϴ. ̷ ٸ ص 800

     ٵ, ݴ Ҹ , 1б⿡ 10% þٴ Դϴ.

    ͵ 10% ߴµ, ̶ũ ȯ þ

   ״ζ Դϴ. ٲپ ϸ, ȯ Ǿ 1б⸸ŭ ص

   10% Ѵٴ Ⱑ ˴ϴ. ( 8 ߼ ) б ٵ غ

?.

  

  -> ְ 10000   ̰ 1б ſ

    Դϴ. 8% 綧 и ʴ° , 2б ְ

   ݴ ź ͳ׿.    

->  1Ⱓ ͷ 15%, 3 -5% Դϴ.   ̷ ֽ ϶弼 Ѱ

    ϴ. 1б Ҵ 3 ͷ ÷̾ ƽϴ.  

   2б ʴ´ٸ Ұ ͷ ϴ.

      ׷, 8% ̰. ( 1960 1990 30⵿ s&p

12%±.   8% . )

        

      




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