ѱ(007310)
Ȳ !
•
- ں 172, 鰡 5000
- 1987 11 K.Sũ ȹ ()
- 1994 8 ()
- 1996 5 ߿ѱ ȣ
- 2006 5 dz ϰ
- 2007 ķ 1 Ŭ
• ⱸ
- 07 1(10,585) ķ Ʈ(1)Ŭ Ǿ, 丣Ʈ, , , ī ̽ǰ ҽ ַ ǰ ϰ ִ.
- ǰ .(ǰ 55%, ǰ 45% ).
Ÿ( 21%)
- õǰ, Իǰ, ŷ, , ǰ, ´, ǰ
- ü ⱸ ũ 2 з ִ.
1. 忡 Ը ü ǰ(ø, , 3 丮)
• Ʈ
1. ַǰ M/S ϴ ֵ ͼ – ְ Niche Market Player!
- ѱ ǰ ũ 3ȭ
1. M/S 80%̻ – ī, , , 3з(丣Ʈ)
2. M/S 40~60% - , ⸧
3. M/S 20% – , ġ,
- M/S 80%̻ ַǰ 30% ȸϴ ̸ ͼ ø е ̸ 2̴.
1. (80%̻) -> Һڵ 귣 Loyalty Ȯ. .
2. /ҽ ǰ Ư ǰ λ Һ .
- Ư īι , (IR ϸ) ǰ GP 50%̻ ٰ .
- 2008 5, CJ ī M/S ҽų , Ը ü Ŀ ȿ ־ ̸ ī Ŀ ȴ. ( ü ī Ը 1000 ȸϴ и ǰ 600, ǰ 300 Ը )
- ѱ ַǰ 500~1500 ̶ ο ڰ ʱ Ŀ ַǰ ̷ ̶ ȴ.
- øι ܱ Ŵ ο ̹ ¸ .
1. ѱ VS ũ븣 ( ι) - 1981 ִ ü CPCͳų ǥ ̷ü ̿( ) Բ 50% ѱũ븣 Ͽ. ũ븣 ߰ ܱ 귣 ̹ 忡MS Ǵ Ÿ. Ӿ Һ ǰ߷ Ͽ ֱ ÿ ַ , 10⸸ ũ븣 ѱ öϰ Ǿ. 2: ѱ VS (ø ι) - 1986 ø ֵϴ ǰ Ͽ ѱ . ѱ ġ ϴ Ȳ̾. ѱ Ư ҽ ȭ , ᱹ . (ֱ CJ ø Ǹű 忡 Ǹŵǰ ) |
2. ͼ 濵 – (پ ɷ)
- 2003 4~5% ϴٰ 2004 9~10% ް .
- 1 ǥ ϴ 2006 ͼ ȯ.
- 1 D/C : ͷ ̰ ǰ ִ ϳ ǰ η ̴. ( 30% ʰϴ 07 10% Ͽ 1ڸ ҵ ̴.)
- Ư η δ. ϴ Ⱑ ̾ ְ, 귣 Ŀ ο ڰ Ÿ ʴ , ־ Ŀ ͷ Ǵܵȴ.
- 2 ķ ǰ!
(߷)
• Ÿ - Dupont Ratio м
- /ڻ ϰ ڻ/ںѰ ϴ ͷ ϰ ִ.
- , ѱ ROE (ڻ/ںѰ) Կ ұϰ, ͼ · ̰ ū Ϳ ε ִ.
- ѱ ROE ̲ ͷ ǰ ϴٴ ִ.
- ̴ տ M/S ϰ ִ ַǰ ¿ ̴.
- ǰ ̱ ǰ 20% ʹ ɼ ũ Ŀ ϶ ͼ Trend Ǵܵȴ.
• ũ
1. CJ ī ħ
- ī 2007 ī ι ϸ鼭 ѱ CJ ڱ Ȱ ִ Ȳ ( ī Ը 300, иī 600 ų 20% ϴ )
- 2008 5 ī忡 CJ ε ǰ ֱ ġ ִ. 4 ī 5.7% 25.9% ø ϰ ִ.
ΰ(minkeong@hanmail.net)
۱ٿ(tosoha1@naver.com)
īκ , ۴ٰ ؼ ִٰ ϴ. 50%̻ ´ٴ ̾߱ ٸü 鿡 Ȯ ִٴ ̾߱Դϴ. ǰ 뱸 Ұ ˴ϴ. CJ ѱ ϰų 뱸 ߰ .
ϴٸ Ƹ 귣 Ұ ǰ. ѱⰡ ΰ ռ ֽϴٸ, Һڵ ÿ ִٰ ϴ.( иīٴ ī ֽϴ. ַ ̳ ȣڰ Ǹ ī )
ٴϴ ȸ Ϻ ī ̾߱⸦ ϴ ſ ִٰ մϴ.
ֱ Һڵ Ը ȭ (?) ϴ. ѱⰡ 翡 Ѵٸ CJ ְڳ.
CJ ī ѱó ܼ ſ, Ѹ, Ȳ ְ, ø ְ ǰ ξ ƴ϶.... ƿ پ ī ǰ ξ ߰ پ Һ Ը ֵ Ǿִ.
Ѵٰ ϴ.