ϳ ָϴ .
ֱ ְ 2õ ô Կ ұϰ, ַ߱ зǴ ߰, ö, ȭе ָ ̰ ְ, ߽ɿ ݵ() Ҹ Mǻ簡 ֽϴ.
п ݵǴ ͷ ϴ մϴ. ġ 忡 ݴ δ ż ִ ٴ ſ , 忡 Ͽ ⸸ ϴ ְ Դϴ.
ֱ ָϴ , ߿ Ư , žδ ϳָ Ű ͽϴ.
ںչ յΰ ַ ŷеǴ ǻ, պ, ƴ ѹ ̴ , ߿ ְ· , ӿ PBR 1Ͽ ŷǴ ҿܵ ̴ ϳֿ ָϴ ϴ.
1. ⺻ ġ
ְ |
Ʈ |
A/E |
BPS |
EPS |
EPS/4 | |||||||
10 19 |
ROE |
PBR |
PER |
DY |
2007.6 |
2007.3 |
2006.12 |
2006.9 |
2006.6 | |||
41,400 |
13.78 |
1.23 |
9.26 |
2.17 |
1.01 |
37,891 |
5,046 |
1,286 |
2,078 |
1,163 |
1,244 |
1,518 |
μ ¡ǰ , ֱ ְ ݴ 8 7õ 06 ںѰ PBR 1 Ǿ ִ Դϴ.
μ õ κ ذ ʾ ںѰ迡 ȭ , ϰ ִ SK, SKƮ, POSCO, Ǽ, ͳųΡ ֽ ݻ Ͽ(аġ 1 ̻) ο ܿ Ұ ִٴ ؾ Դϴ.
, ȸ Zȭ 11 Ѿ Ȳ ֻ 8 ȸ ϴ.
2. ü
|
|
|
츮 |
ϳ |
ȯ |
|
16 | |
1δ |
|
79 |
82 |
87 |
109 |
91 |
61 |
81 |
|
77 |
79 |
87 |
96 |
75 |
120 |
78 | |
ο() |
17,435 |
11,333 |
12,669 |
7,271 |
5,132 |
6,484 |
5,669 | |
1 |
|
1,249 |
1,014 |
1,421 |
1,311 |
1,509 |
855 |
1,013 |
|
1,217 |
983 |
1,416 |
1,146 |
1,236 |
1,686 |
973 | |
() |
1,106 |
911 |
779 |
607 |
311 |
462 |
406 |
ϳ ǥ 迭 ϳ , &ǰ պ PBϿ ְ ȮϿٰ ˷ ֽϴ.
ġ Ȯ ִ κ 1δ ݺκп Ÿ еϸ, 1 κп ǿ ũ Ȯ ֽϴ. 2005 翡 10 ̻ ڻ갡 35% ϳ ŷѴٴ 縦 ؿ ϳ PB ֽϴ.
, ֱ ǻ翡 ѱ ȸϱ (PMA) Ī ҽϴ. ϳ ⺻ ܾ 100 ϳ 뿹ݿ ġǸ , ʰݾ ڵ ϳ CMA üǾ( ) ѹ CMA ÿ ǰ մϴ.
3. ں ȭ 帧 .
ںչ ָ ָ 2 ټȸ ְ ̰ ֽϴ.
Ư ǻ ްɺο ű Ȯ KRX , Ȱȭ Ȳ, ǻ ̶ Ǵմϴ.
ֱ 䱸ҿݵ ܾ ϰ, Ը ڱ ǻ CMA, ڻǰ ̵ϴ з ȭ ̶ մϴ.
δ ߵǾִ ϼ رԸ Ŭ ̰, ǥδ ָ ѵٰ īܿ ٸ 迭簡 ǥ ̽Դϴ.
4 ϳ, 츮, ̹ ַ ϼ Դϴ. ȭ Ը (Ÿ 迭 Ŭ ִ) ֻ縦 ϳ, , 츮 3 Ѻ ֽϴ.
Ư, ϳ ѱڽŹ Բ Ż ֵθ ̷ ڽŹ 氪 μϿ ϳ ( ȭ ణ )Ͽ, ϳ ϳ IBκ и ϳ պ ϳIB ϴ ֻ Ưϰ 2 ǻ縦 ָմϴ.
4. Ǵ M&A üμ Ȥ üμ ŷ
ѱ 븮 ܱ ʴ ֱ HSBC ȯ μ Ÿ M&A 븲μ Ȯϰų, Źɼ ִ 翡 ̾ ؾ Դϴ.
ǻ ΰ ַ ִ 츮, 쵵 豸ȭ ŷµ ȲԴϴ.
ϳ (Temasek, ̰) ִ(9.62%, ڷ), SC ȸ ĴٵíŸ 11.99%( ڷ) μ ǻ ϳ SC ̶ ϴ.
ַ ȯ SC ϳְ ̷ ñϳ. 2 常轺 忡 װ ְ· ȸϱ ī尡 ʿ ϴ.
ϳְ ֱ ̱ ν ĿϽ(CBB) 37.5% 3500(321) μŰ ϰ ˷ ߱ 3 ؿܰ Ȯϰ ִ ̰ ֽϴ. LGī峪, μ Ȱߴ ó ϳְ M&A üμ Ȥ üμ ŷ Ź̶ ϴ.
5. 忡 ұϰ (ϳ 3б )
ϳ 61.2% 3,999 3б ǥ, Ű(982) ȸ.
NIM б 4bp ϶ 2.27% ϸ ȣ . ڻ Ͽ 0.78% ̶ Ǵ. Ű 420 . , ι ͱ 17.5% . / ó : Z
ַ ϳ 3б 2827 ϳǰ ϳIB, ϳijŻ 1296, 90, 64 ϴ 迭 ȣ ϴ.
ũ ұϰ ()ϳ ð ֽϴ.
Ʈ 52% Ե μ ְ κ κ ԵǾ մϴ.
ڱ ƴϸ, ڼսǿ å ʽϴ.
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