ִ簡ġǥ
[ : ]2004.12 | 2005.12 | 2006.12 | 2007.06 | |
---|---|---|---|---|
ִ(EPS) | 344 | 3,085 | 5,900 | 3,462 |
ִ(SPS) | 34,483 | 37,286 | 39,620 | 45,629 |
ִڻ(BPS) | 21,661 | 24,282 | 26,445 | 27,500 |
ִ帧(CPS) | 2,326.6 | 1,070.7 | 2,973.3 | -2,589.2 |
EVA ǥ
[ : , %]2003.12 | 2004.12 | 2005.12 | 2006.12 | |||||
---|---|---|---|---|---|---|---|---|
ں(IC) | 1,308 | 723 | 1,444 | 718 | 1,575 | 756 | 1,706 | - |
Ŀ(NOPLAT | 178 | 48 | 135 | 80 | 197 | 72 | 238 | - |
ںͷ(ROIC) | 13.67 | 6.66 | 9.34 | 11.27 | 12.51 | 9.62 | 13.95 | - |
ں(WACC) | 5.59 | 6.31 | 4.58 | 6.04 | 5.86 | 6.56 | 5.94 | - |
EVA | 105.7 | 2.5 | 68.8 | 37.5 | 104.6 | 23.1 | 136.6 | - |
ְ PER 10 ̸ BPS ġ ϴ ں 4.5-6% ܷ ϰ ں 12-13% ߰ ü̴. ǥ ڻ ϸ ʹ 2007 6 帧 ָ .. ū 700 鿩 ִ ǰ̴.
η 1 2 μ 3 ..... ұϰ ߵ κ ߰ κ ƿ ɸ ȸ ȸ 亸 ʾ ʾ MBC W θ ִ° ? ̹ Ƹ Ͽ ̱ ̽ý ư ִ. ³ȭ ư ƿ ġ ö ִٶ ̴. PBR 1 ̸ PER 10 ȵǴ ̶ ؼ ϶ ƴϴ. ڴ ̷ ġ . ݵ Ŵ ƴϰ 뷮 ڱ ʱ ֱٿ dz ְ ʹ .( Ʈ) ̹ 3 Ϲݱ 700 ؼ ذ ù б Ȯ밡 ū ̴. ڿ, ¾籤, Ȯ ̴ ̷ ġ ̵ Ѵٰ ³ȭ , ɷ ִ ɷ ִ ְ dz 3 ģ ȿ ȿɺ δٰ Ѵ. 츮 ֺ ư 8 Sub_Prime Ŀ ܱ Ϸ絵 ʰ ŷ ߰ ü Ұ ֿ dz ְ ũ 뷮 鿴..... ־ 8 ̵ ŵ ִ° ? ܱ ´ٴ Ƴ൵ ۷ι ų ѱ ֱ ƹ ū Ƶ ȸ ֽ ʰ ϴ ̴.
簡 | Ϻ | ŷ | ż | ּ | (%) | |
2007/11/08 | 26,000 | 1,300 | 13,350 | 20 | 362,314 | 9.53 |
2007/11/07 | 27,300 | 450 | 11,170 | 3,050 | 362,294 | 9.52 |
2007/11/06 | 27,750 | 1,450 | 15,130 | 800 | 359,244 | 9.44 |
2007/11/05 | 26,300 | 250 | 10,560 | 4,030 | 358,444 | 9.42 |
2007/11/02 | 26,050 | 850 | 27,720 | 12,640 | 354,414 | 9.32 |
2007/11/01 | 26,900 | 250 | 15,200 | -490 | 341,774 | 8.99 |
2007/10/31 | 27,150 | 50 | 5,084 | 2,070 | 342,264 | 9.00 |
2007/10/30 | 27,200 | 150 | 6,186 | 2,150 | 340,194 | 8.94 |
2007/10/29 | 27,350 | 250 | 2,740 | 850 | 338,044 | 8.89 |
2007/10/26 | 27,100 | 500 | 8,350 | 1,330 | 337,194 | 8.86 |
2007/10/25 | 26,600 | 100 | 2,220 | 620 | 335,864 | 8.83 |
2007/10/24 | 26,700 | 150 | 6,340 | 1,670 | 335,244 | 8.81 |
2007/10/23 | 26,850 | 1,100 | 5,590 | 10 | 333,574 | 8.77 |
2007/10/22 | 25,750 | 450 | 5,040 | 1,110 | 333,564 | 8.77 |
2007/10/19 | 26,200 | 300 | 7,840 | 2,380 | 332,454 | 8.74 |
2007/10/18 | 25,900 | 500 | 4,410 | 120 | 330,074 | 8.68 |
2007/10/17 | 26,400 | 100 | 4,580 | 1,060 | 329,954 | 8.67 |
2007/10/16 | 26,500 | 850 | 11,250 | 2,040 | 328,894 | 8.65 |
2007/10/15 | 27,350 | 150 | 8,210 | 1,590 | 326,854 | 8.59 |
2007/10/12 | 27,200 | 1,300 | 14,970 | 220 | 325,264 | 8.55 |
2007/10/11 | 28,500 | 750 | 6,540 | 2,590 | 325,044 | 8.55 |
2007/10/10 | 29,250 | 350 | 4,910 | 520 | 322,454 | 8.48 |
2007/10/09 | 28,900 | 100 | 4,280 | 1,680 | 321,934 | 8.46 |
2007/10/08 | 28,800 | 900 | 7,850 | 690 | 320,254 | 8.42 |
2007/10/05 | 29,700 | 300 | 8,220 | 600 | 319,564 | 8.40 |
2007/10/04 | 30,000 | 450 | 7,809 | 930 | 318,964 | 8.39 |
2007/10/02 | 30,450 | 2,750 | 22,532 | -270 | 318,034 | 8.36 |
2007/10/01 | 27,700 | 500 | 26,710 | 1,920 | 318,304 | 8.37 |
2007/09/28 | 27,200 | 250 | 7,772 | -30 | 316,384 | 8.32 |
2007/09/27 | 26,950 | 50 | 8,760 | 190 | 316,414 | 8.32 |
2007/09/21 | 27,000 | 50 | 6,150 | 1,870 | 316,224 | 8.31 |
2007/09/20 | 27,050 | 1,250 | 18,466 | -40 | 314,354 | 8.26 |
2007/09/19 | 28,300 | 750 | 15,665 | -220 | 314,394 | 8.27 |
2007/09/18 | 29,050 | 0 | 10,290 | -300 | 314,614 | 8.27 |
2007/09/17 | 29,050 | 150 | 11,490 | 130 | 314,914 | 8.28 |
2007/09/14 | 29,200 | 250 | 3,780 | 90 | 314,784 | 8.28 |
2007/09/13 | 28,950 | 150 | 6,710 | -380 | 314,694 | 8.27 |
2007/09/12 | 28,800 | 100 | 6,840 | 2,040 | 315,074 | 8.28 |
2007/09/11 | 28,700 | 100 | 8,950 | 1,520 | 313,034 | 8.23 |
2007/09/10 | 28,600 | 650 | 6,860 | 410 | 311,514 | 8.19 |
2007/09/07 | 29,250 | 250 | 4,690 | 20 | 311,104 | 8.18 |
2007/09/06 | 29,000 | 550 | 10,585 | 1,310 | 311,084 | 8.18 |
2007/09/05 | 29,550 | 50 | 6,100 | -130 | 309,774 | 8.14 |
2007/09/04 | 29,600 | 400 | 4,635 | 660 | 309,904 | 8.15 |
2007/09/03 | 30,000 | 500 | 9,710 | -310 | 309,244 | 8.13 |
2007/08/31 | 30,500 | 900 | 7,180 | 210 | 309,554 | 8.14 |
2007/08/30 | 29,600 | 500 | 7,390 | 820 | 309,344 | 8.13 |
2007/08/29 | 29,100 | 1,100 | 13,405 | 230 | 308,524 | 8.11 |
2007/08/28 | 30,200 | 400 | 11,290 | 470 | 308,294 | 8.11 |
2007/08/27 | 30,600 | 1,000 | 9,710 | 540 | 307,824 | 8.09 |
2007/08/24 | 31,600 | 0 | 3,450 | 130 | 307,284 | 8.08 |
2007/08/23 | 31,600 | 600 | 4,960 | -140 | 307,154 | 8.08 |
2007/08/22 | 31,000 | 750 | 2,260 | 80 | 307,294 | 8.08 |
2007/08/21 | 30,250 | 1,050 | 4,730 | 200 | 307,214 | 8.08 |
2007/08/20 | 31,300 | 1,650 | 18,770 | -460 | 307,014 | 8.07 |
2007/08/17 | 29,650 | 1,000 | 10,598 | -50 | 307,474 | 8.08 |
2007/08/16 | 28,650 | 3,750 | 12,310 | 660 | 307,524 | 8.08 |
2007/08/14 | 32,400 | 1,400 | 14,378 | 4,190 | 306,864 | 8.07 |
2007/08/13 | 33,800 | 1,300 | 11,776 | 210 | 302,674 | 7.96 |
2007/08/10 | 35,100 | 750 | 15,170 | 3,010 | 302,464 | 7.95 |
2007/08/09 | 35,850 | 950 | 11,400 | -760 | 299,454 | 7.87 |
2007/08/08 | 34,900 | 1,800 | 20,140 | 5,970 | 300,214 | 7.89 |
2007/08/07 | 33,100 | 1,100 | 15,050 | 340 | 294,244 | 7.74 |
2007/08/06 | 32,000 | 1,300 | 10,430 | 790 | 293,904 | 7.73 |
2007/08/03 | 33,300 | 500 | 5,480 | 140 | 293,114 | 7.71 |
2007/08/02 | 33,800 | 1,200 | 24,600 | 1,660 | 292,974 | 7.70 |
2007/08/01 | 35,000 | 1,500 | 11,920 | 1,990 | 291,314 | 7.66 |
ִ簡ġǥ
[ : ]2004.12 | 2005.12 | 2006.12 | 2007.06 | |
---|---|---|---|---|
ִ(EPS) | 1,273 | 1,408 | 1,171 | 1,582 |
ִ(SPS) | 3,585 | 3,986 | 4,105 | 5,075 |
ִڻ(BPS) | 4,988 | 5,888 | 6,464 | 6,758 |
ִ帧(CPS) | 1,549.3 | 1,612.1 | 1,581.7 | 2,423.2 |
EVA ǥ
[ : , %]2003.12 | 2004.12 | 2005.12 | 2006.12 | |||||
---|---|---|---|---|---|---|---|---|
ں(IC) | 2,138 | 186 | 4,012 | 217 | 4,390 | 247 | 6,490 | - |
Ŀ(NOPLAT | 2,261 | 20 | 2,669 | 22 | 2,932 | 25 | 2,363 | - |
ںͷ(ROIC) | 105.75 | 11.13 | 66.52 | 10.36 | 66.78 | 10.49 | 36.41 | - |
ں(WACC) | 7.03 | 6.51 | 7.16 | 6.40 | 7.04 | 6.13 | 7.79 | - |
EVA | 2,110.9 | 8.6 | 2,382.1 | 8.6 | 2,623.1 | 10.7 | 1,858.0 | - |
ϰ ִ īԴϴ. 7% ں ؼ 100% 66% 36% ũ 36-7=30% ܾ Į ȵ ϳ ȸ(?) Դϴ. 尡 귿 Ҿ Over_Pay( ʹ ڸ ڸ ׳ ) ϴٰ ġ ߽ϴ. 繫 ǥ ǥ ʰ ô.
.... ̾ϴ. ̺ 70% ̳ ̺ 160% ̶ ̾߱ Դϴ. ǿ 3ð 30 Ÿ ִµ ӵ 2ð 1ð ̻Դϴ. ̸ Ը £ 3ð ̳ ܿö Ȥ õ 水 پ ȿ ټ ξ ξ ã Դϴ.
鿡 ڽϴ.
ī ̹ ī ƿ ְ ü ī밡 ٷӱ ̰ ī ϴ. ī ȯ и Դϴ. 츮 Ŀٶ (Current Account) Ȱ,Ȱ,ڵ ȾƼ ں(Capital Account)̶ ִ ؿܿ, п 뷮 ظ ֽϴ. ī ̰ ѱ ߱ Ϻ ε Ǿ ġϷ ̰ Ը ī ֽϴ. ٴ̾߱ · ڿ Ͽ ̺ 豸 ȿ 濵 κ ׳ Ŀٶ ڸ ̴ ؿ κ ݸ ܱε ã ֵ ī + ü Ǵ մϴ. ̴ ִ ī뿡 ӹ ī Ű Դϴ.
Key point dz ذ 1° ι° ȿ
ΰ Ը 水 ߴ° ?
ʺ
dz 9 Դϴ.
Ը 尴 غ 30~50% ð(Ű ܿ)..ش ۳ ʿ 3,250̿ ü 250(450 웒Ա Եΰ) 3000 ۳ ؼ 20% Դϴ. غ 30%̻ ð...(2õ Ͽϴ.ǥ 6=>3 մϴ)
Ⱦ ѱ (1-2ְ) ʽϴ.
ŷ ֹٴԴϴ. ٱ Ĵ ذ Ȱϴ.
ġ ε ġŲϴ ϴ. ε ̰ Ⱦ ...
ε ְ ͽϴ. ֳϸ ϰ
ֽ 鿴ϴ. Ƶ ְ Ȯϰ ִ Դϴ. Ʈ 25% ̳Դϴ.