• ̵
BM : ȭʹ ٸ
ȭ ü Captive Market ִ. ȭ , ѱȭ ö, ˾ؿ ַ ǰѴ. ȭ ǰ Ѵ. ȸ ٸ ȸ̴.
ⱸ ( 2009 ±, ȭ 2009 3б )
ó: , ڰýý
ȭ •(ο ԵǸ ΰġ) ȭ, ⼺(ο ԵǸ ΰġ, • 20% ) ȭ Ѵٴ ū ̰ ƴϴ. ȭ ȭ ϴµ , ȭ 32.3% Ұϴ. ȭ ͼ ߺ .
ó:
ι ͷ
ó: , VIPڹ
´ ȭȭ ̴. ΰ ϴ ö ̴. () Ⱓ ϸ ִ ȭ ų ħ Ǿ ȴ. ϰų Ȳ ̿ ϱ 뿪 Ѵ. ̴ ֱ, , ݺ ̰ 簡 η öҿ ö ָ ϰ ִ.
ٴ̾
ȸ ȭ ʰ 縸 ϰ ִ ̴. ȸ 뼱(ö ο ̴ ۾) Ȳ ϱ ο̴. ȸ̰ Ӵ ϰ ִ. ̰ ܼ Ȯ, ͱ ٺȭ θ ȴ.
ڿ
ó: ڰýý, VIPڹ
ó: ȭϺ
ȸ ̰ ǥδ ȿ ֺ Ȯ밡 , 迭 оֱ ̶ ۿ . ֳϸ 3,000 ä Ǵ ȸ翡 2,500( 19Ⱑ Fully ݿǴ 2009 ) ϴ θ ̱ ̴. ͼ ? ȸ ϱ ͷ 6.7%. ȸ δ ̺ 2~3%p ͷ ڶѴ.
б⺰
ó: Quantiwise, ڰýý, VIPڹ
б⺰ ͷ (ȸ ͷ 9.0% )
ó: Quantiwise, , VIPڹ
Ȳ ӿ ұϰ ϴ ̴. ݴ ϸ ʹ Up-turn ۵ȴ.
Organic? Inorganic? ~
Ʈ (κ , KPS, ѱ, ְ)
ó:
2010 濵ȹ
ó:
ѱ ҽþ UAE ڷ¹ ҽ 2009 ֽĽ ߰ſ. ͺν , 忡 ٰ ֵǾ ؿ س± Re-rating Ÿϴٴ ǰߵ Ҵ. δ 1⸦ ̰ ۷ ױ ġ ؾ ϴ ڷ Һٴ, ̹ ް ̰ ִ ϰöҰ ξ ȮǼ ۴ٰ Ѵ.
ó: ϰ
κ ũ ´. CAPA 9( ȹζ 7) CAPA 91.4%, 2009 귮 107.4% Ѵ. ̹ εþƿ ε ̰ ؿ ȭ ȸ о߿ ϱ Ǿ ִ.
Ȯ ó
ó: , VIPڹ
ġ ʴ´. ް ϱ ؼ (ٰ ݺϴ ۾, Ī Charge) ƾ Ѵ. ڿ ȭ 䰡 ȴ. ڴ 3~10% 8 ް縦 ǰ CAPA 80% ø ȹ̴. Ƿ ް ȭ Ǹŷ ް Ͽ. Q Ͽ.
ȭ Ǹŷ
ó: VIPڹ
CAPA ó (: )
ó: , VIPڹ
P ó
ó: VIPڹ
̶µ ִ. ȭð ϰ ũ ̿ ȭ, ȸ, 2019 Ŀ Ը ״ ȴ. ڿ ӵ ȸ λɷ ǰ , 뿪 ̻ ̴. ٸ װ 10 CAGR 15% ִ. (뿪 ξ ٴ ϸ ͼ )
ڹ Ϲݰ ߳Ӵܰ λ
ó: ѰǼȸ, ѱý, VIPڹ
ڷ ߳Ӵܰ KPS ͷ
ó: Quantiwise, Fnguide, ѰǼȸ
ũ :
ͼ ȭ ȸ ū ģ. ǰ ϴٰ ְ 뿪 ͼ ū ȭ ̴.
* 2005 3б Ϻ ΰǺ ǰ , 2008 1б ȸ űԻ ݿ
ó: Quantiwise, VIPڹ
ȸ ȸ ǰ̴. ᵵ κ ȸε 差 ǰ̶ ݺ . 2008 ȸ ö ö Sellers Market Ǿ ϶ ۴ Ѵ.
δ Ӽ ߿ϱ (ū ) پ ö 忡 Ű . 鿡 , ںȸӱⰣ ݺ ϴ ̾ ܱⰣ Shortage ؼҵDZ ƴ. ÷̾ κ ڿ 踦 ִ. 鱤 ȸ ü 忡 ư ä Ǿ ־ źĮ ΰġ ȸ پ Ȳ̴.
鱤 ȸ Դܰ
* 2003, 2004 ü ä Ȯ
ó: ڰýý
б⺰ ȸ
ó: KITA, 鱤, ﱹ
ٸ Ѻ ȭ ι ̴. 簡 鼭 5~10% ͷ Ⱓ ѿ (2009 ڰ ƴٸ ְ) ڰ ؼ ǴѴ.
2007 λ ̷ ȭ ÷ȴ. Դܰ 24 ǸŴܰ 38 ö. Product Mix ȿ , ڰ ְ ִ ̴. 2006 Ȯ屹 ְ ؿ ϰ ִ.
ȭ ǸŴܰ Դܰ
ó: ڰýý, VIPڹ
κ Ḧ ߱κ Ͽ ȭ ϴµ, ̰ ҷ ᰡ ۸ ִ. ϳ ߱ ۹̰ ٸ ϳ ü ׳þ ̴.
ȭ ᰡ λ 帧
ó: VIPڹ
ƿ ߱ ϴ ( ) ø, ̰ ü ׳þ Ͽ ߴ ̴. ༼ ̶ ̴.
ó: ڰýý, VIPڹ
̽ : öȭȸ
ó: 췲
̹ ȸ ٲٰ, 迭 öȭȸ ŵ쳪 û Ϸ Ѵ. ȹ̱ ü ȸ ġ ܰ ̵ ִ ȸ Ѵ. κ ڿ оֱ⸦ ϰ Ư ڸ ̴. ı ̰, űԻ ߰ȴٴ ڵ ҷ ְ ˸ŷ ۿ ɼ ִ.
ȸ Į(Ư 30%) źĮ ߴ. ڴ 100, 20 Ը̴. ̰͵ ö 鿴 ȸ ξ ִ. δ ڰ 20 OCI Ĵ λ깰 Ÿ ƿͼ, 800 غ ȹ ִ. Ÿ ÿ ź Ǹ鼭 λ깰̰, غ ο 踦 ̱ ⸦ 濬 ̴. ڰ OCI Ĵ Ÿ 50 , ǥ 20% CAPA Ȯϴ ȸ 2~3谡 Ѱ ½ Ŀ. 츮 غ Կ ϰ ־ 쿡 Ű Ѵٰ . Ϻ ö̳ JFE غ ϰ ִ.
•
ڶ 迡 迭 濵̶ dz Ҿ ִ. ó ű ڶ ȸ簡 ٸ Ұ ̴. м ҵ鿡 ڰ 縦 оְ ִٴ λ ϰ Ҵ. ̾ īƮ ʿ Ѵ. ̸鼭 Cyclical Ұ ־ Ѵٸ ͷ شȭ ִ ̶ֽ Ѵ.
VIPڹ
Ź νĵ˴ϴ. оϴ!^^
ͼ ..ƽմϴ!^^
̱а Ÿ ߴµ
̶߱ ˴ϴ.
մϴ.
ڿ ø ڷ Ͻ Ұ̰, ڸ ϰų VIPڹ 뺯 ʴ´ٴ ٽ ѹ 帳ϴ.