ֱ SKڷ ְ϶ Ͽ ( κ ϶Ͽ) SKڷ ߽ϴ.
ζ ٴ SKڷ ȸ ǻ翡 ġ ϹǷ ġ ڷḦ
Ͽ о ̰ κ ¥ Դϴ.^^
ü Ǿ ٶ Ʒ ġ ƴ 帧
ġ̿ Ͻñ ٶϴ.
2008.2.13
簡 192,000 15.6 PBR=1.36 PER=9.49 DY=5% ROE=14.3
SKڷ 1 ̴. ѹα 2 1 SKڷ ϰ
ѹα α 4,800 2,100 SKڷ ϰ ִ. ڸ ڼ
ΰǴ ƽð ڸ ', ƴ' Ŵٴ ź ¡¡
츮 ʵб3гκ ſ Ƶ鿩 SKڷ 1 ̴ 11̸
11 34% 37õ , 14% 16õ
Ը 3% 3,000 2 ̻ ȸ̴.б⺰ 3 5,000 ĸ ȸ̴.
Ƿ ȸ ƴ . 11 34% 37õ ұϰ
2 ̻ Ƿ ħ ƴ . Ž忡 ϰ
ұϰ ѹα Żڴ KTF LGڷ ܿ 3 ڸ ϰ ̴.
ϱ?
װ ٷ ٷ Ż ϰ Ż ̻ ΰ ְ ʴ
̱ ̴. ٽ ϸ ΰ Żڸ ȣ ְ ִ ̴. ̷κ
ΰ ϱ? 翬 δ Ѵ. ڸ ȣ ִ
ϱ? װ ƽԵ ź 10 Ѵ ƿ Ҵ.
ΰ ȣִ ȸ ѱ ͷ 5% ̰ ðȸ ͷ 3% SKڷ ͷ 22% ִ.
SKڷ ͷ ܸ 25% ϰ ̴ 츮 ϰ ִ ſ ᱹ 츮 ƿ ƴ ִ.
2 6,000 Һڰ ˸ Ⱑ 븩̴. 6, 72 ſ SKڷ µ SKڷ 72 Ƽ 21,600 21,600 , 10800 ϱ Ͽ ġ ڸ ġ, ϱ Ͽ 18 ϰ 36,000 ٴ ȴ.Ƿ ϴ ſݿ ǰ ִ ִ.
ֱ ΰ ̷ ſ ̱ ħ õϰ SKڷ ְ 26 19 ߴ. SKڷ پ ϸ õϿ ̷κ پ 7,000 ̶ Ѵ. 07 11 6% ̸ ̸ ٿ ̶ ִ.
پ? ֱ SKڷ 4б 3 19% 25%
Ͽ. ̷ ϳ 3 ġ ִ.
2뿡 ȭǰ ļ뿪 KTF 3 ȭ̹Ƿ ȭǰٴ ߿ϴٰ Ǵϱ 'Show' ̰ ̸ Ͽ 2 ϰ ִ. Ȳ ̷ѵ SKڷ Ϸ پ 'Show װ 3 ڸ ġض'ϰ ϴ. 3 ܸ 2 ܸ ݺ , 010 ȣ濡 ȭ Ȱȭ ͵ ϴ ̱ܰ ϰ Ÿ ۿ . ص SKڷ ϰ ɼ ٴ ̴̾߱.
SKڷ KTF ƴ KT̴.
. Ͽ ؿ ʰͳ+̺ TV ջǰ IPTV, ͳȭ(Voip), ȭ پ ջǰ õ ̸ õǰ ִ. ջǰ Ȱ Ż̴.
̰Ϳ ̴. ڸ ȿ ž Ͽ
ؾߵǰ ڿ ǰǵ ־ ϰ ̷ پ ƴ϶ .
Ѱ ེ ΰ ϸ 3 ̶ Ѵ.
ϸ Ǹ ܸ⸦ SKڷ ִ پٴ ̴̾߱. ܸ⸦ ΰ ϴµ ͼϴ Һڵ ְ ܸ⸦ 'ƴϿ'̴. SKڷ ִ ܸ ϰ ۿ . װ SKڷ ܸ ְ شϴ ܸ⸦ ݿ ǰϴ ϵ ִٰ ϴ ǰȸ ص Ҹ 鸱 .
̷ Ϸ ARPU ϶ Ͽ ص SKڷ ϴ. ̵Ż(MVNO) 㰡 ̴. ̵ (MVNO)ڴ , SKT KTF, LGT Ӵ Ѵ. , ڿ ٸ ȭ ǰ ϸ鼭 ݿ ִ ̴. ̰ Żڰ ƴ åӿ Ȯϴ. ̷ å Żڿ Ҹϰ å ֱ ְ϶ 翬 δ.
ڷν Ǵ ̴. 1 ȸ ΰ ϴ
̴. ݴ Ѱ δ̴. ϴ ٰŴ
ΰ̴.ù° SKڷ ڱں 5⸸ 2谡 þ. BPS شٸ ϰ ִµ SKڷ PBR 1.36 2Ŀ PBR 1 ȴ. ° ͷ 5% ϰ ־ ְ Ϲ ִٰ Ǵܵȴ. SKڷ ̴. SKڷ , ú ΰ ȴ. ̰ ΰ ƴϸ Ͻ ΰ Ǵؾ Ѵ. , SKڷ ΰ? ; ̴. δ 20% Ѵٰ ̾߱ϰ ִ. SKڷ 6% Ȳ̴. ɼ ־ ̴µ ڴ. ΰ? 3 ġ ط ʴ ڸ ̸ ջǰ , ̵ ȭϴ پ ʴ. Dz Ͻ ƴ а δ. ̴ٰ ´ . ְ ϶ Ͽ PER 5 ȸ ġֵ η SKڷ Ͽ ̸ ο ʿ䰡 δ. ұϰ ͷ 5% ƴϸ Ŷ ٵ ü ڲٰ ̻ 븩̴.
Ұ ־ ̷ ϴ.
1. å ӿԴϴ.. Ȯϴٸ ΰ Ǵµ ̴ SKڷ ܱ 簡ɼ ݹ KTF, Ư LGT Ÿ Ŭ ˴ϴ..̷ M&Aɼ . KTF պ ɼ ̷ SKڷ ˴ϴ.( ȭ)
2. ϳ պ , Ǿ Ͼ° Դϴ.
KT ü ϰ ̴ ·ε 뿡 ̸ٰ / پ Ȯ ˴ϴ.
Ǹ KT KTFպ ȭ ˴ϴ.
߰ ҽ ǿ ִ ƴѰϴ ϴ.
ؿ Ǵ ..