Ǽ ϰ Ʒ
а Դϴ. ȸԵ
д ̿ ǿ Ź帮ڽϵ.
http://www.sammok.co.kr/company_main.asp
< Key Point >
1. .
2. . ջ ǰ
¥ ǰΰ?
簡 1,150 ðѾ: 112
PER = 2.9 PBR = 0.5 ROE=17% ͷ: 6.5%
ǰ ڱڻ 0.5, ̴ 2.9踦 ְ Ǹ
() 6.5% ǰԴϴ.
B.M(Business Model)
մϴ. ŷ ǰ ֽ Ұ 帮 됬ϴ. .a ;;
Ǽ忡 ̴ öǪ ȸ 35%
ϰ ֽϴ. öǪ Ʈ Ǽ ø øƮ
øƮ ϴ ϱ Ͽ øƮ ǥ鿡
Ͻø ˴ϴ. ̷ Ư Ǫ ǸŰ Ǵ ƴ϶
øƮ Ǹ ٽ ȸǴ 뿩 ǰ̶ ø ˴ϴ.
Ȳ
öǪ .Ҹ ݺǴ ۳ ö
Ͽ 簪 ϸ δ ˴ϴ.
öǪ ˷̴ Ǫ ° ٲ Ƿ
öǪ ڻ ⸦, ˷̴ ٽ ϴ ں
ʿ ϱ 3-4 忡 ̾ Ǵܵ˴ϴ.
3 Ȳ
|
02 |
03 |
04 |
|
|
848 |
967 |
|
27 |
61 |
35 |
|
21 |
46 |
38 |
|
60 |
75 |
75 |
Ϳ! 03-04 ǼȲ ұϰ ϴ .
~
04 þ Ҹ ߽ϴ.
캸
|
02 |
03 |
04 |
|
719 |
848 |
967 |
ǰ |
|
67% |
73.8% |
ǰ |
12.6% |
13.2% |
15.2% |
|
18 |
17 |
38 |
ջ |
15 |
27 |
38 |
|
15 |
27 |
38 |
|
27 |
61 |
35 |
|
21 |
46 |
38 |
ôٽ ö Ͽ Ͽ, ǰ Ͽµ
ǰ ϴ . ջ. Ͽϴ.
3D ִ ȸ ַ ܱε
Ͽµ ۳ ҹ ܱ ܼ ȭ ѱ ä ɷ Դϴ.
seobby Բ ֽ ó ջ ó Ǽ
äǿ 13.6% ֽϴ.
۳ ǼȲ öǪ 뿩Ͽ ϰ
찡 ǰڽϴ. ̿ Ͽ ִµ
ϰ 찡 ܳ ջ ö Ǵܵ˴ϴ.
öǪ ˷̴ ٲپ
ö ϰ ִ ϴ.
ָϴ ?
̷ ǰڽϴ. öǪ Ͽ ۳
â ̷ ִ ̶ ġ Ͷ߸ ߴµ
° 簪 ҹܱ ä ܼ ȭǰ, Ǽ
Ȳ̾ پ Դ ȸ簡 Ǿϴ.
.. غ..
ö ʰ پ Դ پ 繫ǥ
۳ ٰ 繫ǥ ٲ?
(۳ óп ڻ ó äǼսǰ մϴ. ^^*)
|
02 |
03 |
04 |
05 |
|
719 |
848 |
967 |
967 |
ǰ |
71% |
67% |
73.8% |
2%϶ +19 |
ǰ |
12.6% |
13.2% |
15.2% |
|
|
18 |
17 |
38 |
|
ջ |
15 |
27 |
38 |
Ǽ پ Դ´. +9 |
|
15 |
27 |
38 |
|
|
27 |
61 |
35 |
35 + 19 + 9 = 63 |
|
21 |
46 |
38 |
|
2 ϴ . 03 ε
ֺƮ
϶ ȱ մϴ. ٰ 04 ݾ
ٽ 1,600 ¦ ٰ ߱ ǥ ٽ ϶մϴ.
۳ Ȳ ȴٰ Ͽ 6.5% Ȯ
ִ ǰԴϴ. ⼭ ° Ȱ Ҿ
ױ ϰ ȴٸ û PER
ſ Ǵܵ˴ϴ.
żǥ 1,000 – 1,150 ϰ ŵǥ 1,500-1,600
ڱⰣ ö ǼⰡ ش 6.5%
ް մϴ.
ǻ
ھ̵ ۳ ų Ϳ ̸, ̷
б⺸ ̿ܿ Ƿ
ڽ Ʈ 5% Ϸ ̸ ó 2% Դϴ.
Ͻô ͽϴ.
ۼؾ þô ..
ȸ غ ȸ ˴ϴ.
( Ǿ ֱ Ȳ ڳ.)
Ҽ ذ մϴ.
ű ۾ ִ ....
տ κ ڼ ڳ.
Ư ... ٽ øڼ.
Ž ̶ ϴ..
ֿ ǰ ⱸ dz(=,371,38%), (=,376,39%), AL(114,12%),
װ(106,11%)Դϴ.
⼭ öFRAME ΰ 600*1200mm ȭ ̶
Ͻø˴ϴ. Ƹ ϰ ̴ Ǫ Դϴ.
ε öε µ ü Ǫ üȭؼ
ѰԴϴ. ַ Ʈ ܺ Դϴ.
al 600*2250 ȭ dzڷ üǰ ø ǰڽϴ.
(ݸ鿡 û ̰ ٵ, ߾ ʴ° ϴ.)
װ õ ٴ ξĿ ٴڿ̳
Դϴ.
ֵ ǰ Ʈ翡 ̴ ͵Դϴ.
Ʈ Ǽ Ѵٰ ֽϴ.
ְŽü Ϲ ̱ Ϲ ǰǪ
ϴ. ȸ(ȸ) ̱ ǥ ǰ
־ ó Ϲ ǰǪ( 3ȸ) ȣմϴ.
, ý̶ 찡 ð ִµ ,ھ Ưȭ ǰ ֽϴ.
ط ý Ŀ Ұ
ǰ ʴ ڽϴ. ̱
° ƴѵ..
Ե ݷ մϴ..
غ 03,04 02 Ʈ 03, 04
ö ƴұ ϴ... 04 Ʈ ְ Ƿ
05 ٴ ູ(?) 鼭 ....? OTL..
Ǽ ༺̶ ̾߱Ⱑ Ǵµ...
ƮǼֿ ༺ ϴ ۾(?) ؾ ڳ..
35% ̰.. Ǽֿ ..
غ .