α ۿԽϴ.
ֱ淡 Ϻ ż ϴ.
÷ Ʒ α ϼ.
http://blog.naver.com/sova123?Redirect=Log&logNo=70018057464
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Ͼ մϴ. ֳϸ Ͼ ֱ . ߸ ñ⸦ տ ٷϰ, Ͼ ϰ
Ͻ ־ 赵 縮 ֽϴ.
Ͼ带 繫ǥ ø 3 ϴ.
1)ְ, 2)ڻ, 3)ֻȲ ܰ
ֱ ־ ѹ 캸ڽϴ.
Žý ڵ üڵ(ABAS) ü 40 ڵ 縦 ִ üԴϴ.
ڼ ÷ ǥ ٵ ſ Ʈ
Ͻʽÿ.( 繫ǥ Դϴ.)
1.Žý ֱ
Ȳ , ִ FNguide ڷḦ 캸
2004.12 | 2005.12 | 2006.12 | 2006.06 | 2006.09 | 2006.12 | 2007.03 | |
EPS() | 411 | 561 | 238 | 64 | 53 | 16 | -23 |
BPS() | 2,809 | 3,285 | 3,346 | ||||
PER() | 4.8 | 7.03 | 9.4 | ||||
ͷ(,,%) | 6.09 | 3.55 | 4.03 | ||||
() | 637 | 824 | 592 | 120 | 128 | 179 | 105 |
() | 41 | 54 | 28 | 6 | 8 | 1 | -5 |
ͷ(%) | 6.51 | 6.55 | 4.68 | 5.23 | 5.84 | 0.6 | -4.34 |
() | 41 | 56 | 24 | 6 | 5 | 2 | -2 |
ͷ(%) | 6.45 | 6.8 | 4.02 | 5.33 | 4.1 | 0.92 | -2.16 |
ROA(%) | 9.9 | 12.11 | 4.41 | 1.27 | 1.08 | 0.32 | -0.41 |
ROE(%) | 16.26 | 19.33 | 7.56 | 2.07 | 1.68 | 0.52 | -0.73 |
ںѰ() | 267 | 313 | 316 | 312 | 317 | 316 | 307 |
äѰ() | 133 | 213 | 237 | 176 | 170 | 237 | 252 |
ں() | 50 | 50 | 50 | 50 | 50 | 50 | 50 |
2006 50% ̻ ϰ, б µ 2007 Q1 ڸ Ͽϴ. 2007 Q1 ȭ ȸ " ȭ ȭ༼ ֿ Ʈ " б⺸ Ǿֽϴ. 1 Ⱓ ҿDZ 떄 ȯͿ ϰ, ֱ ڵ ִ Ͱϴ.
2.ְ
ó | ־() | Ⱓ | |
2007.5.23 | ŸŸ | 29.9 | 5.22 - 2008.10.31 |
3. 30 | GM | 117.8 | 3.30 - 8.18 |
3.15 | ߱(պ) | 35.5 | 3.15-9.15 |
3.2 | ߱() | 28.7 | 3.1-11.19 |
2006.7.25 | ε(ε) | 57.7 | 2006.7.24-2007.4.15 |
4.4 | ߱(պ) | 47 | 2006.4.13 - 8.30 |
ÿ Ÿ ָ Ѱε ־ 211.9 ⺸ ֽϴ. ÿ ִ ΰ ƴϹǷ ľϱ ۳ űԼְ Դϴ. ̷ GM űԼַ ۵ Ͱϴ.
3.ֻȲ
б⺸ Ѽ־װ ܰ غҽϴ. ǥ ϸ ϱؼ Ⱓ б⺸ ںϴ ۾ ־ϴ.( ſ ϸ Ǿ ǵ... ...)
ݾ | νľ | ܾ | () | |
2007 Q1 | 47,935,943,466 | 10,484,450,580 | 37,451,492,886 | -2 |
2006 Q4 | 74,027,466,126 | 59,167,452,178 | 14,860,013,948 | 1.6 |
2006 Q3 | 59,218,640,878 | 41,266,433,288 | 17,952,207,590 | 5.2 |
2006 Q2 | 43,906,364,000 | 28,422,012,000 | 15,484,352,000 |
6.4 |
2006 Q1 | 39,490,211,054 | 16,406,834,681 | 23,083,376,373 | 10.4 |
2005 Q4 | 113,931,571,421 | 82,433,099,553 | 31,498,471,868 | 20.7 |
2005 Q3 | 93,356,000,000 | 57,779,000,000 | 35,577,000,000 | 8.2 |
2005 Q2 | 86,547,475,000 | 36,773,449,000 | 49,774,026,000 | 7.1 |
2005 Q1 | 56,097,000,000 | 19,312,000,000 | 36,785,000,000 | 20 |
2004 Q4 | 89,587,000,000 | 63,678,000,000 | 25,909,000,000 | 2.3 |
νľ б ø ǰ ܾ ܰ ø ˴ϴ.
ô ó 2007.Q1 ܰ þ Դϴ. űԼ Ⱓ ܰ ñⰡ б or ״ б νϴ Ͻ Դϴ. ǥó 2007 Q1 ܰ Q2 Q1 , Q3 븦 ̶ ˴ϴ.
ſ Ʈ ܰ ø
ǥ ٰŷ ȲȽ 2б 150 Ǹ 3б 250 ̻ ϴٶ мϰ ֽϴ.
4.ڻ
ڻ õ м ǹ̰ , ʿ Ḧ ȸ ¸ Ͱϴ.
() Žý ۳ ڵ
ҷ µ, ٰŷ ش Ͼ尡 ȭ غϴ.
*ڼ ſ Ǿִٰ մϴ.
ִٰ ſ ÿ ݿ ϴ.
Ʈ (5/20 2600)
PBR=0.84, PER(ֱ 4б)=23 , ROE(ֱ 4б)=3.2 ־Դϴ.
44 ϸ
PER=5.9, ROE=14.3 ̸ PBR 0.84 ˴ϴ.
*ſ Ʈ ϴµ ֽ ö(romanix)Կ 帮, Ǿ
ִ Žý Ʈ HedgerԿ ǰ ϴ.
, ʺ ٸ ŷ мĿ
Ͻñ ٶϴ. 繫ǥ ſƮ ÷մϴ...
Žý ƴ϶ 5ȿ ߱ ִٸ ......
ǥϴ
ϼ.....
° ߿Ұɷ µ. ؿ ְ Ƽ ȯ ǰ, ڵ ȣǰ Ƿ Ͼ ϴµ ʿ䰡 ְڽϴ.
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ſ 30 ڵ ü ڵ ü Žýۿ ۷ι ڵ ֶ .
ſ ȭ ֳθƮ "긯 ڵ ϸ ü ڵ " "1б űԼ־ 330 3б ȸ ȴ" ߴ.
Žý ߱ ½ÿ ѿ ΰ ְ ε ī Ǽ ϰ ִ. 4.4%, 19.5%, GM 10.8% Z 4.5% ֿ ̸ ε Ű, ߱ Ͼ ڵ ؿ Ȯϰ ִ.
ſ "Žý ° ݰ, ƽþƽ忡 ϰ ִ GM Žýۿ ŷ, űŷ Ǵ ε ŸŸ 强, ؿܰ Ǽ ȹ ϸ ϴ" .
Žý 2б 150, 3бʹ 250 ̻ ϸ 44 57% ߴ.
ְ ִ(339) ְͺ 7.2 űԼ־ ܰ Ȯȴٸ ߰ ¿ ϴٰ .
߱ Ͼ
Ƚ̵dz
Ƿ ߱ ϴ