Ͽµ
ġ Ǵ
Ե Ź帳ϴ.
Ի :
, ݵŻ źźϰ
嵿 , ¾ о߿
02 Ȱ ϰ ־ ڿ ϴٰ .
Ʒ ǰ űַ ...
ٸ ϴ оߴ ƴ ....
Z Ż ġ(, ƴ, smps)
079960
: 1987. 3. 27 ( 18)
ں : 3,930,000,000 (790)
ֿ ǥ :
[02 ǰ ]
( : 鸸)
|
'02 |
'03 |
'04 |
ġ (Z) |
60,871 |
70,878 |
42,470 |
OA ġ |
24,771 |
29,858 |
15,410 |
а ġ (Z, SDI) |
15,059 |
22,631 |
13,709 |
|
100,701 |
123,367 |
71,589 |
:
- 췮 ŷó : top Ŀ
ǰ ּó Z, &ť, Nokia, Motorola .
OA Xerox, Canon, ŵ, Z, Cisco ü,
а Z, ij, HUMAX, Zũ, ZSDI, SONY, Panasonic .
- ٴ :
, Ż, ǵ÷, Ʈ웤
- per 6 (eps 1750) ٴڴ
- 强, , źź 繫 .
1999.12.31 | 2000.12.31 | 2001.12.31 | 2002.12.31 | 2003.12.31 | |
354.7 | 538.0 | 697.2 | 1,007.0 | 1,233.6 |
18.9 | 24.3 | 25.3 | 58.5 |
110.4 |
| 3.22 | 2.75 | 2.89 | 5.08 | 7.06 |
* M/S, ο, ɷ, ŷó 1
( ڽڿ ڸ, ܾ ǰ ȸ)
|
1999.12.31 |
2000.12.31 |
2001.12.31 |
2002.12.31 |
2003.12.31 |
Ա | 50.9 | 28.3 | 26.1 | 24.1 | 16.3 |
ܱԱ | 33.2 | 8.5 | 6.1 | 18.1 | 11.2 |
- 05 嵿 : 04 PDP, LCD TV, STB Ż TVо ű, / Ϻо ⿹(DMB ܸ SMPS)
- ļ嵿 Ȯ 뿡 ָ :
, ¾, ̺긮ī ǰ
- + +üߴɷ ( 70)
( ǰȭ, Ӿ ǰ )
[ ڰ ]
* űԻ űԼڿ
űԻ FPD SMPS ǰ Ͽ ϰ ֽϴ.
PDP 50ġ SMPS LCD TV 32ġ, 42ġ SMPS, Inverter, DC/DC Converter ü Ͽ ű ŷó Ȯϰ Ȯ ϰ ֽϴ.
10 嵿» ϳ ߿伺 ΰǰ ִ ǰ ϰ 2002 ()ѱȸ ְϴ ŬͿ ϰ , ڵ ý DC/DC Converter κ̳ DC/AC Inverter ⺯ȯ ġ κ ȹ ֽϴ.
FPD õ ǰ ֿ Display ǰ ü 濵 Ȳ ũ ϴ. ǰ 强 ü ʴ ϴ. Ȳ 俹 Ȯ ʰų Ȱ ֽϴ. ü , ü , ֿ ó ܰɷ Ѱ ġ ֽϴ. ̴ 忡 ĥ ֽϴ. |
- 缺 ȣ : 03 350( 20%)
- 庮 : ְŷ ⺻ŷ üϰ ̵ ü ODM Ǹ. ̷ ODM ŷó ǰ ° ö ǰ ϸ鼭 ü ߴɷ ħǰ, Ը ̻ ɷ° ־߸
===============================================================================
* :
1600, 135 Ѵٰ 17 ߴ. 160, 180 ߴ.
:
* ġ : ߱, 븸 ȭ ɼ
* ܰ : PDP, LCDTV, STB Ϸ ǰ ɼ
(ȭ , ΰġ ǰ, Ư ǰ о ̶ ...)
* : Ư 50%
* Ϻо() ȹϰ (DMB, PMP Ƽ̵ ܸ)
* оߴ ð ɸ ....(2)
ְ ñմϴ.
Ͽ ڴ?
Ư о ǰоߴ ̶ ٰ ϳ...
о߿ µ......
ڸ ҡѡƼ
[̳ȴ 2005-02-20 22:18]
롤 ʷ ̱ Ҹ ϰ, Ѱ Ƽ Ұ .
̿ 롤 GMŸũٰ Բ ̷ Ұ Ҹ ƴ.
롤 19 ̱ ĶϾ ġÿ Ҹ ϰϰ ذĿ ̱ ȯå ° ӽ ڳ, ̺ , ̱ڵ ̼ ȵ巹Ƽ ̱ ȸ ڵ ټ ߴٰ 20 .
̹ ϰ Ҵ ̱ ù Ǽ ù ü õκ Ҹ ϴ ̴.
Ϸ 귮 15, ð 2 ̳, Ϸ 30 Ը ߰ ִ.
Ҵ 롤 ػڰ ϸ ߰ ǥȭ۾ ̷ ̴.
롤 ĶϾ ܿ ̽ð 5 Ҹ ߰ ȹ̴. ڴ ̹ ϰ ݱ ĶϾ ѵƴ ù Ϻ ǽ ְ ƴ١ ù Ȯ븦 ǿȭ ǥȭ մ Ѵ١ ߴ.
롤 5 ̱ ֿ ø Ѱ Ƽ 16 ȹ̴.
롤 㿵 20 õ 80 1ȸ Ÿ 300 ְӵ150/h 100/h ð 15 ڵ ݰ ߰ ִ.
* 庮 õ
ޱ ü ̹ ǰ Ϲݽ忡 Ǹϴ ǰ
ǰ ϼǰ ü Ư ODM Ǵ OEM Ͽ 忡 ϴ ֹ ǰ ֽϴ.
ǰ ټ ұԸ ü , Ϻ, ̱, 븸 ü ǰ ǰ ֽϴ.
ǰ ֹ ǰ ǰ ϼǰ ü Ư ޱ ǷϿ ǰ ǰϴ Ž̶ ֽϴ.
ǰ Ư ֿ ó ǰ ߴܰ ÿ ̷ϴ ó ° ʿϰ, 뷮ſ Ը Ȯ, , ǰ ɷ ߿ ҷ ۿմϴ. ̷ κ ʱ üԴ ٷο 庮 ۿ ֽϴ.
Z , ߱ Ը Ȯ, ߱ ְ ԸȮ ݰ Ȯ, ٳⰣ ޱ Ͽ ó 䱸 ų ִ η ټ ȮϿ, ʱ ȿ ܰ Ȯ ɷ ̰ ֽϴ.
-ڰù-
̿ Ҿ ä ٴ°Ͱ (04 ݱ⸻ 18) ݼ ڻ ̰ ° ƴұ...
http://www.kosdaq.com/article/kos2004/regIr/IR_050113_079960.pdf
5Ⱓ ڱں ͷ
'04 119 ݿϰ ڱں Ѵٸ
뷫 12000 (ŵ ǹϴ ƴ)̰,
8000ó ִ
ݴ ˴ϴ.
繫ǥ ġθ мغ ġ^^
ְ ð ؼ
عپ߰ڳ
ؼ ٽ øϴ.
⺻ ڻ갡ġ,Ͱġ,尡ġ 尡ݰ 带
ں̵ ϴ ŸŸ ⺻ մϴ.
1. ðѾ '04 119 ݿ ġ ؼ 2̻
ŷǰ Ƿ ڻ갡ġ ϴ.
2. '04 119£ '05 135() ؼ ں
15%(Ÿں ڱں ߰
)ϸ ϸ Ͱġ 793 900 ðѾ
716 ؼ ε Դϴ.
3. 尡ġ 5Ⱓ ROEġ հ ROE45('05
135 )Ǵ EPS ں15%
'04 ڱں ϸ 100(ROE WACC ) 尡ġ ɴϴ.
, Ͱġ+尡ġ ֽļ ְ 뷫
12000 ڸ 30% ϸ 8000
żɱ ˴ϴ.
12000 ŵ ϴ ƴ.
̻ ġ 繫ǥ ġ ̿
ġ̰ ROE ġ̹Ƿ ǹٶϴ.
ϼ~~^^