KPC Ȧ
F&A FUND
ȸ
: ż (BUY)
1. KPCȦ
ȸ ̸ ȸ ̸ ſ ̴. ѱð ѱȭɹĮ 7 ȸ縦 ȸ. ȸ縦 ǥڸ ߾ ֵ İ Ͱ ϴٰ ϴ. δ SK ȭȦ, Ȧ ȸ ִ.
2006 9 μ ȸ ̷ ٰ .
2. Ȳ
(1) ȸ ?
ȸ ȸ ȴ. ȸ ؾ ȸ縦 ִ. õõ 캸 .
(2) ȭ̶!
ū ȸ 췹ź ̴ PPG(ʷ ۸) ü̴. PPG ǰ ҷ Ư ϰ ־ ȭ ȸ簡 ϱ ǰ̴. PPG ƴ PPG忡 (60%) ϰ ִ.
|
ʷ ȭко߶ Ȥڴ ̷ ̴.
öµ ȭ̶!
(3) ȭ ? ?
ִ. ֿ ȭ ȸ LGȭе ȸ ڸ ڰ ۾ ־ ־ Ͽغδ. ϴ ͵ ģ ƴϴ. ̾ϱ.
ֱ 4Ⱓ ϰ ִ. 2006 296 Ͽ ƴϳİ ڷ ֽ پ ִ ִ. (2005 EPS : 5410 -> 2006 EPS : 7040)
Ư¡ ǰ ҷ ƴ̴. ġ Ű鼭 ŵξ Ŀ ι 帧 ̾ ȴ. Ͻ ϳ ְ ϳ ̰ ϳ ְ ϳ ̴ ۾ Ϸ ɼ 떄̴. Ȳ ͵ Ű澵 ̴.
ѱɹĮ, Ʈķ ȸ ǰ ҷ ǥ ϴ ̴.
ѱȭɹĮ ϴ TDI Ʈ, , Ź, ڵ ִ 츮 Ȱ ſ . ϰ ִ TDI 츮 ų ̴. װ͵ ȭ 췹źǰ ν, ɷ 28 ̸̻ 17 ϰ ִ ȸ.
3 ۳ ڸ ֱٳ 2006 ַǰ TDI Ⱑ ȯ ̱ ϴ. ֱ 64. Ȳ ̴.
ȭijĮ ֱ ߸ νñ . 1б ۳ ü 2踦 Ͽ ְ Ͽ ֱ ް 600% ̻ · ϰ ִ. (ǰ ߿ ΰ ϰ)
Ʈķ ETHOXYLATE(EOA : Ȱ) ϰ ִ. ȭǰ 迭 ܰ ȭ о߷μ ڿ, , ƹ EO(Ethylene Oxide), PO(Propylene Oxide) սŲ پ üν ̿¼ Ȱ Ǵ ɼ ȭǰ ϴ ǰ ҷ ¸ ִ. Ͻ ڸ ƴϴ.
꿡 ־ ߸ Ͽ ʿ ʿ · Ǿ 뵵 پ缺, ǰ Grade پ缺 Ư о߿ 鿡 ȣ 帧 ̰ ִ. Ը üڸ ʿ Ͽ 庮 ٴ Ư¡ Ѵ. ( ڰ 庮 .)
̵ Ƿ ̴ ش. ֱٳ 38.
ۿ ٸ ȸ ϸ . ( : 鸸)
|
θ |
⸻ܾ | ||
Ǵ |
| |||
|
|
|
ΰ | |
|
|
|
| |
|
|
|
| |
迭ȸ |
ѱ() |
1,680,529 |
40.01 |
46,357 |
ֽ |
ѱȭɹĮ() |
1,000,249 |
40.01 |
19,486 |
() |
()Ʈ |
1,400,000 |
70 |
28,877 |
|
ѱ췹ź() |
72,400 |
4.99 |
775 |
|
() |
1,732,490 |
6.41 |
3,811 |
|
ȭ() |
44,430 |
1.85 |
1,106 |
迭ȸ |
()M&H丮 |
8,000,000 |
100 |
29,775 |
ֽ |
()̽̿ |
215,250 |
32.99 |
633 |
() |
()縮Ʈ |
2,429,091 |
50 |
12,058 |
|
|
|
|
|
ȭ ΰ ϸ ȸ̴.
3. Ʈ
ϴ ȸ̱ ֱ Ⱓ ǥ . ֱ 1б غ.
|
2 1б |
1 |
XX |
XX |
XX |
[ڻ] |
69,133 |
62,072 |
- |
- |
- |
ڻ |
69,133 |
62,072 |
- |
- |
- |
ڻ |
- |
- |
- |
- |
- |
[ڻ] |
167,988 |
162,505 |
- |
- |
- |
ڻ |
167,887 |
162,394 |
- |
- |
- |
ڻ |
61 |
71 |
- |
- |
- |
ڻ |
- |
- |
- |
- |
- |
Ÿڻ |
40 |
40 |
- |
- |
- |
ڻѰ |
237,121 |
224,577 |
- |
- |
- |
[ä] |
3,806 |
1,089 |
- |
- |
- |
[ä] |
15,178 |
12,817 |
- |
- |
- |
äѰ |
18,984 |
13,906 |
- |
- |
- |
[ں] |
21,123 |
21,123 |
- |
- |
- |
[ں] |
217,950 |
217,950 |
- |
- |
- |
[ں] |
48,517 |
48,517 |
- |
- |
- |
[Ÿʹ] |
3,002 |
2,614 |
- |
- |
- |
[] |
30,583 |
22,729 |
- |
- |
- |
ںѰ |
218,137 |
210,671 |
- |
- |
- |
|
9,998 |
7,490 |
- |
- |
- |
|
9,659 |
6,960 |
- |
- |
- |
ӻ |
9,770 |
22,728 |
- |
- |
- |
|
9,770 |
22,728 |
- |
- |
- |
1б Ƿ . ȸ ȭɹĮ ̴ 4б ӵȴٸ 390 ִٴ ȴ. ʴ ص ۳ 4() , ȸ ΰġ ջ ǥ . ְ 55,900 ϸ.
PER 5.48
PBR 0.82
ROE 15.44%
̰ λ ġ . ġʹ Ÿ ִ. ȸ ȭijĮ ְ λ ġ ξ ̴.
= 54900 * 1680529 = 92,261,042,100
ȭijĮ = 85500 * 1000249 = 85,521,289,500
922 + 855 – (463 + 164) = 1150
() λ ġ
1,150 ް ִٴ ִ. Ǿִ ڻ길 Ƶ ġ ũ Ǿ ִ ̸ ڻ Ͽ ο ǥ ̾ƺ . ( ڻ갡ġ 3380 )
PER 5.48
PBR 0.56
ROE 15.44%
ᱹ ȸ ȸ ϰ ұϰ ſ ġ ŷǰ ִ. ڱںͷ ʴ.
ȸ簡 ǻ 濵̶ ϴ. ŭ ȸ縦 ξٰ ̴ ϴٴ 忡 ް ִ LG GS ϸ ξ ־ δ.
4. б
5% ̻ .
|
(Ī) |
|
켱 |
Ұ | |||
ֽļ |
|
ֽļ |
|
ֽļ |
| ||
1 |
Ը |
462,599 |
10.95 |
- |
- |
462,599 |
10.95 |
2 |
ȭ |
356,985 |
8.45 |
- |
- |
356,985 |
8.45 |
3 |
Toyota Tsusho |
1,050,178 |
24.86 |
- |
- |
1,050,178 |
24.86 |
Corportaion | |||||||
|
1,869,762 |
44.26 |
- |
- |
1,869,762 |
44.26 |
̸ ִ 30.45% M&A ɼ صΰ ϴ ϴٰ ִ. ٸ ֿ ַ Ÿڵ ϰ ִ. ̵ ȣ . ̵ ȣ̶ 濵 M&A Ұϴ. 濵 濵 ൿ δٸ Ÿ 뼼 ɼ ̴.
4.
|
1 |
|
| |
ִ鰡 () |
5,000 |
- |
- | |
(鸸) |
22,728 |
- |
- | |
ִ () |
8,410 |
- |
- | |
簡 (鸸) |
7,528 |
- |
- | |
ݹѾ (鸸) |
1,915 |
- |
- | |
ֽĹѾ (鸸) |
- |
- |
- | |
ݹ缺 (%) |
8.4 |
- |
- | |
ݹͷ (%) |
|
1.8 |
- |
- |
켱 |
- |
- |
- | |
ֽĹͷ (%) |
|
- |
- |
- |
켱 |
- |
- |
- | |
ִ ݹ () |
|
600 |
- |
- |
켱 |
- |
- |
- | |
ִ ֽĹ () |
|
- |
- |
- |
켱 |
- |
- |
|
[ ִ ķ ִ ]
600 ǽϿ ְ 1.63% ͷ ְ ־ ַμ õϱ ִ. ȸ ȸ簡 ڻ ߾ þ ϴٰ ִ.
췮 ȸ ϰ ְ ȸ ġ ũ ε ŷ̶ ǴܵǸ. ȸ 强, ڻַ ġ ǴϿ ż(BUY) õ
PS. 1 Ʈ 22% ϰ ־ ְ 忡 並 մϴ. ^^
PS. 2 Ʈ ż ŵ ϵ鿡 å å ʽϴ.
ø µ ϳ..
Ź ȭ ȯ ̽Դϴ. ִ ε ڻ ɰ̴ϴ. ڰÿ ȸ ص Ǿ ִ.
繰 ڰÿ ΰ=1227, =642Դϴ.
ó ߸ҳ Ҵµ..³..
̷ ؼؾϳ..
" ʴ ص ۳ 4() "
ϰڽϴ. б⺸ о ڽϴ. ^^
ȸ þ ȭɹĮ ȭ ߽ϴ.
ִ㿡 Ȯ Ʒ ϴ.
1. TDI ΰ? Ȯ ִ°?
--> Ʈ icis Ȯ ִٰ ϴµ ãڽϴٴ ̤
ƽø ˷ּ ^^
Ǹ FOB 3100 ؿ Ǿ . ݱ .
ߴܵǾ ѱ, ߱, ̱ ӿ ұϰ ʴ Ȳ̴.
2. ü ѱ ٽ TDI 簡 Ǵ°?
--> ߴܵǾ, ѱ , ߱ , ̱ .
(Ͻø鼭 ε Ĵ ̤)
3. ȭɹĮ бⰡ ?
--> 4б 1бⰡ ̴.
6,7,8 . TDI ܰ ü ɼ ִ.
3б
4. 2б ? 1б
--> ڼϰ ϱ ϴ.
2б 2 ⺸ ߴ ־. ǰ ϶ .
ִ ȭ TDI ݱ 3100 ϰ ϰ , (6,7,8) ִ.
2б 1б 1б ̸, tdi ʾ ͷ ū ȭ ̳, ҷ ũⰡ ۾ .
227 ̴ ȸ ̶ ֽϴ ^^. ġ ݿ ״ ϱ ٴ .. ϴ ѹ ܼϰ 1б ״ ̾ٸ?? غ Դϴ.
ٸ ʴ ۳( ) + 1б غ ̱ մϴ.