̾̽ý
ȸ ý ùý ü̴.. ü ˾ƺ.
1) ùý
ɾ ɾ߽ð (22:0008:00) õ⸦ ( ũ) ñ⸦ , ù濡 ̿ϴ ý ְõ ð ٰԵǾ Ÿýۺ ſ ùý
2) .ý
(Sensible Heat) ̿Ͽ ϴ ý
ɾ(22:0008:00) ̿Ͽ õ 5.0 غκп
3) Ʈ
4) /
5) ͳ/ǹ ȯý
6) ESC0 (Energy Service Company : )
ڰ , δ üڱ Ǵ åڱ ü ڽü ϴ ں ȸϴ ..
ϴ о߰ ߵǴ ..
۳ ó ȿ ()̿ũ պ ѹ
պ
̿ũ ó(GHP), ͳ, ⸦ ,ϴ ȸμ
1) 輳
2) 籸Ž Ը ȿ
- , ڵ 翡 ϴ ǰ ʿ 簡 κ Ž .
3)
- 翡 ̷ ν Ͽ ͼ .) 鿡 ۿ ̴.
ϰ 簡 ַ ϴ ýijùý Ư ˾ƺ..
1) ýý
Ը ں ԵǾ ϴ űԹ Ǽ ϰ Ȱ뵵 ̱ Ͽ, ¼ ¸ ȭŰ å μ 1970 ̱ ۵Ǿ ȮǾϴ.
츮 뷮 Ҿ ϰ , Ư ְ ù»뷮 ߱ϰ ˴ϴ.
)
ź ڷ¹ Ÿ ȭḦ ϴ ÷ι µ, ְ ù ϱ ؼ ÷κ ÷ ϰ, ÷κ 10 ̻ α ϰ ˴ϴ.
* ÷κ : Ϸ ¼䰡 ְ ð븦 .
) űǼ
ϴ ְ ù ϱ ؼ ű Ǽؾ մϴ. ̷ Ǽ ؼ ڱ ڵǾ߸ մϴ.
) ȭ
츮 ̻ȭź ѱ° ϴ 22.6% ϰ , Ư ȭḦ ϴ ÷ι κ Ǵ Դϴ.
2)
)
ɾ Ͽ ڷ ź Ȱ뵵 ̰, ְ ÷κ ð » ҽŰǷ ߰ űԹ Ǽ ϴ ϼ ȿ .
)
ǹ 忡 ѱ°翡 ϴ ݰ ʱ⼳ġ ְ, ɾ ̿ Ÿ ý۰ Ͽ ù 50% ִ ֽϴ.
*
1) ġǹȭ
Ը ̻ ߾߳ù ǹ ý ùý Ǵ ̿ ù ġϵ ǹȭ.
2)
ѱ°翡 ý ùý ġ ġ 15% »ݱݿ ϰ , ý ùý 繫ҿ ..
3)
ý ùý ġ Ǵ ؼ 2005 12 31ϱ ϴ 쿡 ùýڱݾ 7% װ (Ưѹ 25 2)
) ȯ
ý ùý Ÿ ý۰ Ͽ ȿ Ӹ ƴ϶, ͺ Ͽ ȭ ų ־ ̻ȭź ֽϴ. , ĺȭ źҼ ź ŷ ó̸ ³ȭ ϴ ȿ .
* ý ý ǰ
ǰ ù ְ õ⸦ ̿Ͽ ù ϴ ũ 2 ֽϴ. , ɿ Ը ̻ ߾ӳù ü ýĽý Ǵ ù ġ ǹȭǾ , ְ õ⸦ ̿Ͽ ùϴ ϴ. , ù ȭ λ ɼ ýĽý 2質 ҿǰ, ̿ ȿ ýĿ ª , ġ Ÿ ĺ ʱ ں ҿDZ ý ü ϰ ..
õ / ȯ溸ȣ , ȸ ɼ ¹ ǰ 强 ũ پ ɼ þ ɼ δ..
þ ̸ 1 ϴ ͵ 簡 Ÿ翡 ¿ ־ ִٴ ִ..
ũ 5 ִ..
1) ǰ űμ õ ϰ ־ ǰ ϴ ̰..
2) ݰ ϴٴ ̴ϴ.. Ÿ ȸ ܱǰ ϰų ξƼ ϰ ־ ǰ , űμ ξƼ δ , ߷ ý Ͽ ݰ ϴ.
3) ùý ̶ ġ ʿϴٴ ε, ʹ ũ ǹ ġϱⰡ ֽϴ. ű ű(KT) Ice-Bon Plus Ͽ Ÿ ȸ ġ ִ.
4) 忡 ̴. ġ ҷ Ͽ ǹ ߾ Ӱ Ͽ ϴ 忡 ִ.
5) õ̶ .
õν ̻ λ ְ þ ɼ 60% ű(KT) û ǰ ٰ ó ǰ ̸ Ѵٰ ִ..
ϰ 繫ǥ ϰ 캸..
պ ڻ Ը Ŀ Ͽ Ա ٴ Ưϴٰ ִ....
Ͱ꼭 Ÿ м ʴ.. ۳ ȭǰ ִ Ȳ̴..ٸ ǥ ̴..۳ ڻ갡ġ ι ƴϸ ް ȣ ͵ ƴϴ...04 BPS 2,700 EPS 250 10% ä ʴ´..
̷ ۳ ROE 11% ϸ ڻ갡ġ ҳ οҰ Ͽ 2,700 * 0.11 = 290 ̸ ȸäͷ Ͽ 8.5% ϸ 3,400 簡 3,550 ż ...
04 ؿ ŷµ ߿ ι̴..ܼ ̴ ġ ι̴..
380 100% ϰ 34, 30-32 ִ..
ٸ յ ִ ѹ غ..
۳ 3/4б 04 Ȳ̴..
߰ ۳ 4/4б Ȳ
04.11.29 - 05.5.30 16.7 (û ѱ۰ ù ý ְ)
04.12.10- 05.3.31 6.6 (ȭ ùý )
04.12.29 - 05.6.27 18.5 (û ѱ ͺõ ް)
߰Ǿ 04 ű ݾ 285.1 (03 161 70%̻ ) 05 ̿ 185̴.. űԼְ ٰ ϴ 185 ̴..
Դٰ ȸ ɼ ϸ ־ ۳ Ǹ պ ȸ غ ݿȴٴ ϸ ȸ簡 380 ( 34) ְ ǥġ ƴ϶ ǥġ ɼ ٴ Ǵ̴..
õ / ȯ溸ȣ , ȸ ɼ ϸ 2, 3Ⱓ ϴٴ ġ ҵ ο ִٴ Ǵ̴.
̴..
۳ BPS 2,700 EPS 250, ̷ ۳ ROE 11% ϸ ڻ갡ġ ҳ οҰ Ͽ 2,700 * 0.11 = 290 ̸ ȸäͷ Ͽ 8.5% ϸ 3,400(290/8.5%).
EPS 700 ( 28 / 383) BPS 뷫 3400 ְ(3,750) PBR 1ν ڻ갡ġ
ROE 04 10% ̸ -> 25% Ͽ ͼ 强 οϸ ְ ؿ 1-2Ⱓ 70% ̻ ߰¿ Ǵȴ. (1 / PBR * 15% / 8.5%)
Ǵ R0E 20% ̻ 3-4 ϴٰ Ǵܽÿ ڻ갡ġ ̾ ο (20% ڻ갡ġ ̾)Ͽ BPS 4080(3400+680) , EPS 820 ְ 9,600(= 4080 * 0.2 / 0.085) ǴܵǸ ְ¿ ִ 150% ¿ ִ Ǵȴ..
б ͺб 뷫 30 /14 б ǥ ִ Ǵ ǥ δ..
ϴ.^^
ٸ, Ӱ , 跮ȭ ϱ ̷,µ leading company ̾ per Ͽ οϰ ͱ.
eps ϴ κ(ҿ) ....,ڲ ɱ
ٽѹ մϴ.
Ұ Ҿε ڷḦ Ȯ̵.
̾̽ý üַμ Ÿ ֽĿ ̹ߴ ϴ.
߿ ϳ ̾. .
м 밡 ̷ٸ մϴ.
ڼ 並 غϰڳ.
м ϴ. ^^
ڷ 帳ϴ.
ٽѹ (θ ٸ) õ ֽ Բ 帳ϴ...
ؼ Ѻٽϴ
Ѷ ༳ о߿ µ ԵDZ Ѱ Ƹ 87 ̾
迡 äõǰ µ
ָ ũʳ
ij. ü̴ϰ żeng ݵüüٸ ˾Ѵ ϰ վ
ְ ƽϴ. DZ Ǵܿ Ȯ ϴ. մϴ.
ַ ߽ϴ.. մϴ... ^^
ǥ ʹ мϽŰ ƴѰ.. ϴ ..
ROE 20%̸鼭 ڻ갡ġ ϴ ִµ ϴ
۽...
ʹ ø ־ ѹ Ếϴ.
忡 ϸ ...
ֱ ƴѰ.. ϴ غýϴ...
е ʴ Ƽ..
ǰ Դϴ.
øϴ..
ƹ м ġģ ֽϴ.. ū ..
ϴ 2б 鼭 ҷ մϴ..
ִ ¼ۿ ..
ٶ ʽϴ..
ͷ Ƿµ ȵǰ ε ȵ˴ϴ..
׳ θ ö־ ϳ... ϳ...
ι (30%, 40%) Ȱܴ ̾ ְ Ѻ ֽϴ
ٽ 鿩ƾ߰ڽϴ ^^