Եĥ 98 99 00 01
BPS 209,010 229,070 280,623 344,507
EPS 3,424 16,811 58,574 78,466
PER 27.31/9.93 7.26/2.68 2.73/0.93 6.88/1.55
98 99 00 01
BPS 32,958 36,781 44,397 53,494
EPS 1,677 4,650 10,173 13,882
PER 12.52/7.22 7.18/3.43 3.47/1.51 9.54/1.90
Եĥ 98 01 繫ǥ ̴.
PER ְ Ÿ.
α űϰԵ ʹ Ȱ Ÿ.
α 99 Ͽ.
ȭ Ե 4.9(16811/3424) 2.7(4650/1677)
˼ִ.
, 99 BPS Ե 9.5%(229070/209010), 11.5%(36781/32958)þ.
̴ ̹ѵ,
α ̶ ROE ũʱ ̴.
99 ROE غ Ե 7.3%(16811/229070), 12.6%(4650/36781)
ؼ ̹ ڴ.
99 ,
ROE ᱹ ΰġ þ ˼ִ.
ROE ؾ ϴ ش.
00 01 ȹ Ͼ.
α ROE(~=EPS/BPS) 00 ȹ ˼ִ.
ũⰡ ΰġ Ÿ.
00 α 20% ROE Ÿ, 01 ̷ ROE
.
00 Ե 58,574 Ϳ
ణ Ǿµ,
229070ϴ Ե 280623 ϴ ٲ ȴ.
5 ġ þ ̴. ȭ ϴ.
98 01 ΰġ ð ִ.
01 ΰġ 6 .
絵 ѵ, 00 10173 °, ʾ
Ǿ 36781 ϴ ȸ簡 44397 ¥ ȸ ðԵȴ.
⼭ EPS þ ȸ簡 BPS þ
غ ʿ䰡 ִ.
̶ EPS/BPS ROE ũ ؾ ᱹ BPS Ŀ ˼ִ.
EPS BPS Ŀ
ᱹ PER PBR ȭ ᱹ
ְ .
ֳϸ PER PBR ̴.
Ͼ , ְ ʿ .
ǥ Ȯϰ
00 ȸ EPS BPS ־.
ұϰ 00 PER PBR
ִ.
忡 Ϲݻ
α ȭ ġä ִ.
⼭ 01 ٽ PER PBR ִµ,
̰ ġ Ϻڵ ˾ ǹѴ.
츮 ⼭ 00 01 ߴ ڹغ.
ְ ǥ α ,
00 ߴ غ.
00 α PER 0.93 1.51 ߴ.
ġ ߴ.
̷ ְ 1.51 ƹ 纸ؼ
ش ġ 0.93̶ ġ ü ִ ϱ?
̶ ֽڸ ʾҴ ϱ? ȸ ϴ.
00 ǰ ־Ƿ ڱȸ ƴٰ ġ.
ұϰ α ڸ ѹ ش.
ǥǰ ̹ پ˷ Ȳ 01 ٽ
PER 1.55 PER 1.90 ̴.
̷...
00 01 Ѱ̶ ΰ?
ѽϰԵ 02 10 ͼ ֽڶ óϴ ٺ ϰ Ҵ.
̶ֽ ִ ̳ ϴ ʹ ƹ ΰɷ ˰ ´.
ణ̶ ؼ ȸ
PER 2.xx , 1500 ãⰡ .
, Ϲ PER 1.xx ְ ̶...
ణ( ణ̴) ־ٸ, 00 PER 0.xxε ְ ־.
⼭ ̶ ǥ پ˸ Ǵ
Ѵ.
00 01 α PER 1.xx ƴϸ 2.xxʹݿ ȸ
и ־ ǥ ش.
츮 ֽĽ嵵 ϰ ־,
û ٽô ̴.
״ ڰ ִ ̴.
, , 츮 ֽĽ ϴ ġ ش.
ְ Ʈ 00 . 01 Ͽ Ǹϴ.
̹ ǥۿ ,
̷ ã Ѵٸ Ÿ ̴.
̷ ڸ ִ Ȯ پ,
Ÿ ȸ 츮 忡 ִ .
.