ũ(041310)
-ְ : 8600(12/8)
-ðѾ : 471
-ں : 27
-ܱ : 0.34%
-ֽļ : 5,548,764
2006 Ȯ Ͽ ټ ġ 忡 3G 忡 ű Ͽ 15% ܰ ϴ 9.2 ߰ Դϴ. 2006 ̷ ߰ Ű, ζ ؿ ε巯 ü 弼 Դ ݱ 弼 ټ Ͽ, Ϲݱ ø ȸ 弼 ̰ ֽϴ.
2005 2 14 ()() ()ũڷ() պϿ ַϿ, ()ũڷ() 2000 ̷ 迡 CDMA, TDMA, GSM/GPRS ĺ HW SW Ͽϴ. Zڸ ְŷó Ͽ Z ϰ , Zڳ ¾ü Top ߽ ߷ ϰ ִ Ǵϰ ֽϴ. 2006 ݱ 64μ ȯ溯ȭ Ͽ Ը ҵǾ Ϲݱ ټ پ Դϴ.
̷ ⰨҸ ̹ Ͽ 2005 6 () ֽ 濵μ ǰ Accessory Ͽ, 2006 6 30Ϻη պϿ Ϲݱʹ ǰ Accessory ֿ Դϴ. ǰ Accessory ̾, Ϲ ַǰ ϴ μ Zڸ ְŷó Ͽ 2006 ݱ⸦ ̾ 187, 45 277 Ͽϴ.
óâ űǰ ϴ ǰ Accesorry Ȯ Ȯ븦 ϰ ֽϴ. Ư, ߱ õ ξ ߾ Ӹ ƴ϶, 100% ȸ ߱ Z ߱ο ǰ Ȯǰ ־ Ȯ뿡 ϰ ֽϴ.
ֿǰ Ȳ
ι |
|
ǰ |
ü뵵 |
() |
|
뿪 |
|
H/W, S/W |
8,197(38.69) |
ǰ |
ǰ |
̾ |
Stereo,Mono |
9,025(42.61) |
ǰ |
|
|
2,119(10.00) | |
ǰ |
Ÿ |
Accessory |
9(0.04) | |
ǰ |
|
, |
1,834(8.66) | |
Ұ |
|
|
12,987(61.31) | |
հ |
|
|
|
21,184(100) |
ֿ Ȳ
ι |
|
ǰ |
ü뵵 |
Ծ() |
|
|
|
ش |
- |
ǰ |
|
̾ |
̾ǰ,ǰ |
6,466(65.95) |
|
̾ |
̾ǰ,ǰ |
225(2.29) | |
ְ |
̾ |
̾ Ӱ |
1,644(16.77) | |
ǰ |
̾ |
̾ , |
1,470(14.99) | |
Ұ |
|
|
9,805(100) | |
հ |
|
|
|
9,805(100) |
Ʈ
űԾ ȭ ȮǼ Ҹ
ũ űԾ ǰ 4Q06 ۵
ǵȴ. 4Q06 ϵǸ
1Q07 ۵ ̴. Ư Z
鿡 Ե ǰ ־ 1Q07 Ϸ ũ
ܵȴ. ̷ν ū ȮǼ̾ űԾ ǰ
ؼҵƴٰ ǴѴ.
() 忣 ݰ 07
嵿 6 ̻ Խ ̷鼭 ְ ༼ ֿ ۿ, 12 ʵ ǰ Ȯ ȭ ؼҵƴ. ̴ 簡 ü Z ŷڼ/꼺 Ʈ ó ߴٴ ǹ̰ , Zڿ źź °Ͽ ֿ ǰü ڸ ִ ߴٰ ִ. Z 07 Ǹŷ 1,000 ̻ Ǹ, Z 20% ̻ Ǵܵȴ.
11 Z 2 äõDZ ũ̺ Ϲ ̾ ܰ ÿ ũ ȭ ϰ ִ ǰ̴. ִ ̾ ϴ ̾ ڵ ƴǰ, MP3 ÷̾ 07 ū Ʈ带 ǰ ־ űԾ̶ ִ. ũ ̺ Լ 庯ȭ ߺ ɷ°ǰȹ ̶ Ǵܵȴ.
ǥְ 18,000 ǰ BUY
űԾ ȭ ū ȮǼ ŵƴٰ Ǵ ǥְ 11,000 63.6% ø 18,000 Ѵ. ǥְ 18,00007 EPS(2,017) P/E 9X , ְ 95.7% ¿ ִ.
ǥְ ǰ target P/E 10X 30% ߴ űԾ ǰ 6 ̻ Ʊ ̴. , ũ ̺ űԾ ȭʿ P/E 9X Ѵ. ǥְ Ⱓ 4Q06~3Q07 forward EPS 07 EPS Ѵ.
ְ 1) űԾ ǰ , 2) ũ̺ Ͽ ǰ ߴɷ, 3) Zڿ źź Ʈʽ ݿǸ鼭 1 6 31.8%, 64.3% ߴ.
ְ 07 EPS 4.6X Ұ Ǿ ִٰ Ǵܵȴ. ٸ 嵿̶ ִ ̵ 1Q07 ȭ ǰ ֱ ְ ߰ ¿ ϴٰ ǴѴ. Z ̵ ֿ ǰüμ ϱ 翡 ż ǰѴ.
ũڷ ū װ ַ̾ Handset SI ̶ Ϳ , ū Zڰ ݱ ȣǰ Ŀ ߸ , ְ /ü ȯϰ ִٴ ̸, ̷ ڷε忡 ãƺ ֽϴ.
ű ̾ ̶ , ϰ ְ, , ް 븦 ϱ ƴٴ ֽϴ.
ʱ ַ ʱ , ̰ ϳ Ǽ縮 ϱ⸦ ϴ ƽϴ. , ðѾ ȭDZ ոȭDZ ԸԴϴ.