() 谡 ֽ ŷ , ϰ ʽϴ. õ ϴ. 뿡 Ǵ å д åӿ ֽϴ.
Ӷ ؽƮԲ ڻַν 뼺 õϽ ־ϴ. ŷ ȸ̰, ĵƮ ܱⰣ ؼ ϴ. ٰ 쿬 ڰø Ȯغ ̷ο ȸ翴ϴ.
ﵵð 뼺 20.13% ϰ ִ ȸν 迵뾾 27.87% ڻ 22.94% ° ֽϴ.
ۿ ȸ 뱸ð ŸŰ а 迭 ȸԴϴ.
1. ( ϰ ϴ.)
(1) װǸž : ΰ 泲濡 GSĮؽ ִϹݴ븮 ȭǰ . ü 64.72% 54.39% .
(2) Ǽ : 泲Ͽ Ʈ(ϵ), ֻ(ī̷), ǽ ϸ, ü 22.48% 19.12% .
(3) Ϸ : 뼺ƽ Ǵ븮ν Ϸ ܿ Ǹ. ü 5.07% 9.15% .
(4) : б, Ϲݻ⸦ Ŀκ Ǹϸ, 迭 ǰ . ü ǰ Ÿ Ǹ. ü 3.16% 6.41% .
(5) Ÿ : Ʈũ ӽɳ Ǹ, ۱ CAD/CAM ƮǸ, Ǹ, ڵ , ؿڿ پ .
2. ȸν ˻
뼺 ֿ ټ ȸν, й 캸Ƶ 뼺(ݵü LCD پ Ǵ ), 뼺ƽ(Ϸ ), 뼺(, ¼, ó, 跮// ), 뼺а( ), 뼺Ÿ, ѱķ긮(, ݵü, 꼳 ʼ Ư ͻ), 뼺C&S( ), ѱ뿪, ( ¼ ), , , 꿡(չ ), ؿܹεԴϴ.
ȸ ġ ľϱ 2004 2003 й 19,543,941,283 16,344,873,015 2004 2003 10,910,939,530 13,149,187,504 ȸ 뼺 Ǹ ش մϴ.
꿡 100% ȸ 9 30Ͽ պ ȹԴϴ.
( ȸ ġ 뼺 ڻ ٽɿ ϳ̳ ϴ ּ ߸̶ ϰڽϴ.)
3. Per鿡 簡ġ
26 30,650 Ҷ, ðѾ 157,234,500,000 ۳⸻ 21,584,987,000 ̿ϸ Per 7.2 ƴմϴ.
4. Pbr鿡 簡ġ
۳⸻ ڻ 112,169,863,000 ڻPbr 1.4ۿ ˴ϴ.
Ƽ ڻ ϸ, ڻ 63,610,952,000̹Ƿ ڻPbr 2.5ۿ ȵ˴ϴ.
̸ Ȯؼ Pbr ڻ 400,271,554,000 ϸ, Pbr 0.39ۿ ȵ˴ϴ.
ڻ鿡 ڸ û ¶ Դϴ.
Ȥ ڻ ڻ꿡 ִ ƴ, ͼ ġ ִ Ȯغڽϴ.
5. ڻ 繫ǥ Ǿ ɼ
ϴٰ ϴ.
ڻ ũ (1)ȸ (2)ε (3)輳 (4)ؿڻڻ ִµ, (3) ϴ ϴ (1) (2) (4) 繫ǥ ġ Ǿ ִٴ Դϴ.
ϴ ȸ κ ȸ̰ й , ߽ ٽɻ ߵǾ ־ ٰ ϴ. ε굵 ʳ ż ε ټ ִٰ ǴܵǹǷ 繫ǥ ɼ ٰ ϴ. ؿڻڻ ̹ īŸ ų 200 ݼ , Ʈ Ƿ ġ ɼ ٰ ϴ.
繫ǥ ڻ ɼ 簡 żϴ Ա ϴ.
6. ͼ ߶ ɼ
뼺 κ ϰ ֽϴ. ֱ 굵 ȸ縦 μߴٴ Ե, ӵǴ Ȳ 尡ɼ ũ ϴ.
簡 ϴ ϰ ϸ ϴ 迭ȭ ̷ ־ ٽɿ ߵ Դϴ.
ۿ 簡 ϴ ϴٰ ¹ 强̶ ҵ Ǿ ִٰ ϴ.
7. ֽĺ 빰
б⺸ , ִ 迵(27.87%) Ưڰ 60.39% ϰ ְ ڻְ 22.94%̹Ƿ 83.33% Ұ ֵ˴ϴ. 밡ֽ ô ϴ. 25 ŷ 2,249̰ 26 ŷ 1,330Դϴ.
̷ ŷ 鿡 ־ ڵ Ѱ谡 ִٴ , ణ 丸 ִٸ ִ ֽϴ. , ŷ Ƿ ߿ ܱ忡 ؾ ֽԴϴ.
豸 ܺڰ M&A ɼ ҰϹǷ Ⱦ ٴ ū Դϴ. 뼺 豸 , 迭 δ 迭簣 պ , å Ҿֿ Ҹ ɼ ϴ.
8.
ֱ 6Ⱓ 600 2Ⱓ 500 ߽ϴ. ص Ư 600 Ȳ 700 ֽϴ. 26 30,650 Ҷ, 600̸ 1.96%̰ 700̸ 2.28%̹Ƿ 鿡 ٸ ŷ ʽϴ. ȭϱ ؼ ڰ ʿ ̶ֽ ̷ ũ Դϴ.
8. ְ 帧
1 ϴ 21,000 ܿ ִ ְ Ͽ 3 36,850 öٰ Ұ Ѵ Ⱓ 30,000 Ʒ и 30,000 αٿ Ⱦϰ ֽϴ.
3 ܱⰣ ְ¿ δ㵵 Ǿ, 60 ̵ռ ϴ 5 ̵ռ 20 ̵ռ ִ Ȳ̶ ְ ް ġ Դϴ.
ݱ ұϰ ڻ갡ġ 强 , Pbr 1 Ǵ 78,600 ִٰ ϴ.
Per = 5.2
ڻ길 Pbr = 2.25 (ڻ꿡 ð 뼺 ϸ 1.56)
ڻ길 Pbr = 7.1(ڻ꿡 ð 뼺 ϸ 2.95)
ڻ Pbr = 0.62
= 3.1%
ﵵð 뼺 Per ͷ ־ 鿡 ,
ڻ갡ġ 鿡 մϴ.
ڿ ΰ ﵵðٴ 뼺 ٰ Ǵ,
̴ ȣ Ƿ ﵵð ٰ ϴ.
ϴ ceo ߿ ^^
ȭ ߿ ڸ ϰ ֽϴ.
20 ̻ ڸ ȸԴϴ. ٸ per ¶
ٸ ־µ...
翡 ٹҶ ¥ ȸ ȸԴϴ.
մϴ.
ٸ Ѱ ƽ ִٸ roe 5% ٴ ̴ϴ.
pbr ߿ ϳ.
roe ź ְ ϱⰡ ϴ.
뼺 ڻ ȣϴ pbr Ϲ ּ մϴ.
ִ ۿѴٸ roe 鼭 ְ ũ Ҽ
ְ.
强 ϵ մϴ. ^^
Ե ּż մϴ...
ī ۰ϴ.
ġø ּ.
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