ڿ ø ϸ ⸸ ߴµ, ó Ếϴ.
dz¹̶ ο ް Ƽ 'BM' ֽϰ ־µ ö Ʈ ׳ м ýϴ.
- 2002 ߷κ ҵ ȸ ַ / ι ǰ ַ ϴ .
- / ǰ ü 85%̸ ÷Ʈ, ǰ 15% ϳ, 2007 Ϲݱ Ű ϰ CAPA Ȯ dz¹ ι ű ϸ鼭 Ʈ ٺȭ ̷ .
- ¿, ü ַ ߴ ǰ ϴµ Ǵ ǰ ַ ٷ ־ ںι ƴ忡 ġ , ó STX, λ꿣, ߰ ȸ Ǵ ȸ.
- 2002 3 40% ŵ , , dz¹ Ŀ 弼 . £ Ҹű ƴϳ, ڻ 庮 , ¿, Բ ϰ ־ .
Valuation ǥ (:)
|
|
|
|
|
ͷ |
|
ǥм | |
2003 |
118 |
3.6 |
1.8 |
1.5 |
3.1% |
|
ä |
95% |
2004 |
185 |
9.8 |
7.1 |
5.3 |
5.3% |
|
ͷ |
- |
2005 |
287 |
44.7 |
42.1 |
33.6 |
15.6% |
|
PER |
11.1 |
2006. 3Q |
238 |
38.2 |
35.7 |
28.8 |
16.0% |
|
PBR |
4.0 |
ü (:)
|
BM |
¿ |
|
|
|
238 |
1,932 |
1,160 |
966 |
(3) |
41% |
56% |
42% |
44% |
|
38 |
261 |
191 |
148 |
ͷ |
16% |
13.5% |
16.4% |
15.3% |
ä |
95% |
64% |
73% |
73% |
PER |
11.1 |
20.0 |
19.6 |
15.9 |
PBR |
4.0 |
5.8 |
2.7 |
3.1 |
Ʈ
1) ݼ
-
- ֿ 3~4 ־ 2007 ַ 2004 ֹ ̸, ռ ַ ϴ 뷫 2010 Ӽ ӵ . ¿, , , BM ֿ ǰ ü ܰ з¿ ݼ Ȳ.
2) dz¹ ο 嵿 Ȯ
ȯ ȸ ȭ ȭ ü Ȱ⸦ dz¹ ȭ
Global Wind Energy Council 2005 dz¹ űԸ 11 GW 40% ߰ Ը 140
GWEC 2010 dz¹ɷ 134.8 GW 2005 ̻ ϰ dz¹ ϰ .
dz¹ 忡 Ӱ پµ 2007 Ϲݱ ͻƮ Ͽ 2010 Ŀ ü dz¹ 35% Ȯѳ . ¿, ̹ 35~40% dz¹ι Ͼ , 11% ̳ ȮǴ .
ó dz¹ 翡 ־ ̷ 嵿 ̾ ڿǰ 忡 dz¹ι Ȯ .
3) 2007 Ϲݱ CAPA Ȯ
- 귮 ֹ ϴ . հ 113.75% CAPA .
- CAPA Ȯ븦 꿡 Ű ϰ ִµ 5000 ü ݳ Ϲݱ ϰǾ .
- 忡 ΰġ ǰ 1500 δ 꿡 Ѱ谡 ִ dz 簡 .
ɷ Ȯ ٷ ̾ Ǵµ, ȸ üδ 2007 40% Ȯ밡 ̷ .
4) ̼
- 2006 ְ(PER) 11.4 ü ¿(20.0), (19.6), (15.9) ũ .
, Ÿ ŷǴ ̳, ͷ , dz¹ Ʈ Ÿ ȭ ϸ ְ и ġ .
- 10 10 ڽڿ ϵƴµ, 130 715,000ְ ư κ ڻ, 긴ڻ, 帶ũڻ, Ǫ . κ 2 ȣ .
- ι κ ̽ Źȭ ̸, ȣⰣ 12 10 ŷ Ұ 5 ܿ, 12 11Ϻ 12 15ϱ 5ŷ 115ֳ ŷ Ź κ ȭ ο ڿԷ չٲ ̷ .
- űԻ ȣ Ⱓ ϶ϴٰ ȣⰣ չٲ ̷ ٴ Ŀ ̴ Ϲ ̸, ȣⰣ 뷮ŷ Բ Ұ 270 9,270 ٴ ȭ ̷ Ǵܵ. ƿ 58ְ ŷǰ 38ְ żƴ 12 11 Ź ο չٲ Ǹ鼭 ο ڰ ̷ ʹƮ .
, ٴ ̰ ִ ż Ÿ̶̹ Ǵ.
ũ
- ¿, , Ÿ翡 ۰ ѵ 400뿡 Ұ ָ ɼ . dz¹ι ӵ ɼ.
- غ ۱ ܿ ڵ ǰ Ǹ Ͽ Ȯ Բ ġ 2004 ȭõ衯 絵 ̶ ܿ dz¹̶ ο ߰Ǹ鼭 Ʈ پȭ ̷ ġ .
- ƿ 屸 CAPA Ȯ Ȯ ǰ, Ը ̷ Ȯ Ӹ ƴ϶ ͷ .
- Ǿ ŷ Ȳ, 빰 չٲ Ǹ鼭 ο ̷ żŸ̹ Ǵ.
530 ͷ 10% 2007 55̸ ü 3 PER 30% Ǵ 16,000 BM ġ ݿ ְ .
BM ֳθƮ ÷ ϴٰ.. ƹ ɷ ٰ ǴܵǾ ø ߴµ..nique ÷ּ̳..
bm dz°δ ƹ͵ ʽϴ. ʿ ϰ ְ.. 10 ذǴ ɷ ƴµ dz λƮ ްԲ Ǿ ֽϴ. bm ȸ ̱..
06 ֽĹ 3% ߽ϴ.. Ϲݰε żܰ 11500~12000 ɷֱ.. 9000Դϴ.. 츮ְ ˴ϴ.. 10% Ǵ° .. Ȯ ϰڳ.. ٷ 5000־ ϴ. ̰ ū ̶ .. ٷڵ鵵 ְ 븦 ֽϴ. ܱε 5000~7000־ żϰ ְ, ߿ ߴٰ ¼ Ƴ..
ֽ ذǴ ް ϴ..
Ű dz¹ι ʴ° ½ϴ. ݳ 6~7 忡 'ͻƮ' ǰ ϸ鼭 dz¹ 忡 ˴ϴ. Ͻ Ȯ dz¹ Seller's Market 䰡 ϰ ֽϴ. Ͻ ü dz¹⸦ ȹ̰. ̸ dz¹ ü Դϴ. BM dz¹ 忡 ű , Ƿθ մ ũ ˴ϴ.
̰ ñ߽ϴ. ϸɲ ָ?
Ʈ Դϴ. ѹ ?
dz¹ 밨 9õĹݿ 18000 ö, ¿ 밡 ϴ. dz° ǰ ʾҴµ ..
̹ bm ϰ Ǹ Ӵ밡 ʰڳİ ϴ.. е Ű ϰ.. ư, 3ι߿ ȸ ʳ ͳ.