3. 繫ǥ м
ȸ 丮 繫ǥ 巯.
2010 ðѾ ֽĹ ֽļX2010 3 17 簡
α ̻ 2007 , ȯ, ä, ںѰ ü . 2008 ϰ, ͷ ȸǸ鼭 Ͼ忡 ϰ Ǿ. Ͼ ְ ̹ 2010 PER 4.8 Ÿ ȭǰ ȸ شϰ( ̽ LGȰǰ μ PER12, Ƹ۽Ȱ LGȰǰ PER25, ODMü ѱݸ ڽƽ PER8 ), Ѵ. PBR ٴ δ ־µ, ֱ ܱԱ ȯϰ ̴ ϼǾ δ ̷ δ㰨 ؼҵ ȴ.
а ͷ Ǵϴ ٰŴ ǰ , 귣 ̹ ̴(2009 ̺ 114 , ̽ 50 ).
4. ǰ κ, ɺ Ұ
̻ ؼ ũ( ߾ ȭ ϱ ʼǰ̴)ϸ ̻ ѽŲ ø ̻ ũ ϴ. Ҹ MƮ Ŀ ũ(15,800) 10% α⸦ ִ. M ñ׳ó ø ũ(23,800) 2010 2 õǸ鼭 û ǸŰ ø ִ. ̴ ũ ߿ ְ Ƽ Ʈ 鿡 ް , ѽŲ 3 ǰ ǰ ٰ ̱ ̴. ȸ 忡 ݵ ø Ǹŷ ø ȿ ŵΰ ִ. ߳ ȣϴ ȭ (60ml, 80,000) (100ml, 48,000) ֱ ϸ鼭 ū α⸦ ִ.
߿̺(ǥ ) 1 ̻ M ñ׳ó ø ũ Ϸ 3000 ̻ ȷ 3 7 ǸŸ ߴٰ 23 . ǰ ϸ Ҹ M Ʈ Ŀ ũ Ϻ ǰ̴. ̻ ũ ۳ , 300 ǸŰ ø Ʈǰ̴.
ȸ α ʰ Ŀ° , 12ð ̻ ũ ȭ ӽִ Ư žҴ. ũ Ʃε öƽ ȭ ͵ α ̴. ǰϰ ź ġ Ǻΰ ũ ǰ Ư Ϻϰ ǥߴٰ ٿ. ̿ ̻ 16 ü, ŽƼ 귣μ ̹ ȭ ȹ̴.
㼺 ߿̺ ȹ M ñ׳ó ø ũ Ǹ , ӵ Ʈǰ ݿ ̶ Կ ù ȣ ִ ߴ.
5. ̻ ƻ( ̻)
̻ Ŵ 10 ̷̻ Ͽ ϰ, ö Ͽ ű ϰ ִ. ̰ͺ ξ ū ʹ ȿ̴. ̻ ̴ ̻ǰ ʴ ̴. ݸ ̻ ǰ غ ǰ Ȯ Ͼư ǰ ִ. Һڵ ǰ ǰ ȿ ٰ νϰ Ǹ, ҷ ȴ. ẻ ǰ Լҹ ǰ ߰ Ѵ. ø ڸ, ǰ¿ ִ Һ ߿ 700 ų 2 õ̿ ʴؼ ǥ ( ) Բ ̾߱⸦ Ѵ. 700 ʴ ó ̾߱ 翬 ʴ°?
ü ġ , Ƽ(www.beautynet.co.kr)
̻ Һڿ Ϸ ´. ȸ 450 Ƽ ŰĿ ü Ʈ 470 ǿ ְ, ƼƮ ߿ ܿ 1 湮 ϴ Ÿ翡 ä Ȯϰ ִ. Ÿ ¶ θ ɵ̴.
ù° Խ̴. Խǿ ο ۵ Ϸ翡 1000 ö´(2009 12 1222). õ Խ 鿩ٺ ۵ ö´. ⼭ Ư¡ ̷ Խ ٸ , Խù ٴ ̴. ̰ ڱ鳢 ̶ ؼ ǰ ù ֱ ϰ, ̷ ǰ ̾߱⸦ . Ȱϸ鼭 (̹ Ӵ ) ̺Ʈ Ѵ. ¶ 8% Ұ, 忡 ߰ ȿ ſ ũٰ Ǵܵȴ.
° ǰ / Խ̴. Խǿ 10 ǰ ȱ öµ, ̷̷ ǰ ڴٵ, ̷ ڴٵ, ǰ ǸŵǾ ڴٵ ϴ ۵ ö 亯 . Һ needs ų ɼ ̴.
° ħ ǥ Խ̴. Խ ִµ, 뿡 ǥ ϰ ʸ ؼ 亯 ش. Һ ü ǽð ̾߱ ִ°? 忡 . ǥ ε带 ϰ ٷ ٷ 鼭 ִ ġ ʴ. ǰ ϱ ߿ 鿡 ǵ ´. M ñ׳ó ø ũ ļ õ ǰ̰, ̿ ´ ǰ, ǸŽ ְ ִ.
ǥ ǰ¿ ؼ û ںν ִ. ۵ Ȯغ ǰ Dior ܳϰ ٵ ϴ Ȯ ִµ, ֺ ẻ ̾߱⸦ ݴ ̶ Ѵ. ǥ 鿡 99.9% 0.1% ä Ѵ. 0.1% ִٴ ߱ ̴.
Һڿ μ ϰ ϴ κп 巯. ¶ο ų ϳ ͵ ش. 3300 ̻ ϰ ִ( ܰ 1000). 忡 ̻ϴ, ǰ ڼ ش 䱸 ٷ ݿȴ.
̹ ̻ ε弥 ȸ ް ִ. Ϲε α ̹ װ Ȯ ȸ ִٴ ̱ ϴ. ȭǰ ſ ū ġ ΰ ͳ̴. ̻ κп ſ ϰ ִ. , ̻ ϴ Ƽ ȸ ȭ ִ Ӵϵ鿡 ѹ ǰ Ÿ ϴ ̴. ̻ ѹ ̻(ڸ) (ѹ ǰ о 5 ) 籸ŷ ̾ پȭǰ ִ.
ġ ̵ ȭ ٰ Ѵ. ̵ ϴ ǵ ȸ ̶ ϱ ̴. ʸ Ǽŵ ̷ Ʈ ߿Ͽ, ٸ 鵵 . Ͼ带 ؼ ְ ̴. δ. ̷. ڵ ǹ ǰ ǿ ̷ ͵ δ. Ȯ ̻ ϰ ִ.
http://www.beautynet.co.kr/Event/2010/Missha_10th/main.php 系 ġ ִ.
6. ä
̻ ä ε弥( 븮), , ö , ¶ ִ. 8% ϴ ¶ ϰ, äο ȭ ϸ Ʒ .
⼭ ʿ 븮 κ̴. 븮 100 ġ ̻ ǰ Ǹߴٰ ϸ, ̺ 繫ǥ ϵǴ 55̴. ֳϸ 븮 ް ϱ ̴. 븮 ˾Ƽ ϱ ȴ. 718 2,450 ̽ 373 1811 ̻ , ̽ 븮 Ƽ ٴ Ϳ ؾ Ѵ( ̽ 븮 93%, ̻ 18%). ̽ , ̻ ߰Ͽ ̽ ϰ ִ Ǵܵȴ.
̻ δ £ 136 . δ ó 2 ̻ ٽ ϰ( 4), ߰ 븮, BEPؿ Ѵ. ö 쵵 Ա, , ̳ο 쿡 ϴ 1 ̻ ø ݸ, , ȾϿ ѻϱ ϴ.
7. Ȯ ȸ
ȸʿ 2010 Ͽ 480 ǥ ϰ ִ. ̹ Ȯ ö 92 ö 2010 ̴. ߽ þ Ǹ, ü 464 ǰ 2010 Ŀ ڰ ȴ.
귣 ڳʰ ڸ µ, ̻ Ʈ, ȭ 450 100 ̴. ̽ 400 , ŲǪ 200 ̻ ִ Ͱ ̴. ̻ 2005 2007 鼭 ü( 25~30%) ؿԱ ̴. ִ 100 ġ ʴ. 2008, 2009 Ȯ ָ鼭 ε弥 2 ö, ص 30% δ. 2 ϴ 忡 ȣϴµ, ̷ ζ, ȸ翡 ڽϵ غ δ. ̻ 10 50 ִ ξ ִ ̴.
8. Ϻ ߱
̻ ؿܹ 4 480 ִ. ֱٿ Ϻ ũ dz δ ñ 17 (Űȣ 91, Ű 60) ŵξ. Ϻ ſ ̶ ȭ ٸ ȭ ϴ ũ ־(ũ Ŀ Ư¡ ִ). Ϻ Ʈ ģ ̻ ũ 絵 Ϻ ȭǰ Լҹ Ʈ(www.cosme.net) ũ Ŀ̼ о 10 ö ִ. 2009 Ϲݱ Ϻ 88 Ͻ ( 15,800ϴ Ϻ 3 Ⱦ, ̸ ̿ ѱ ؼ Ϻ GϿ Ⱦ ̸ ̿ϴ ڰ ־ Ҿ. ǰ ݰ Ϻ Ǹϰ ִ.) ̾. Ϲݱ ս 3.7 IFRS ȸ ؿ ߸鼭 ս ˷. ǴܵǴ ص ۳ ȴ.
Key Factor ̴߱. ߱ 140(ϰ 5) ִµ ӽ 600 忡 ϱ Ͽ, Ǿ ȸ 200% ڽϰ ִ. ߱ Ŀ δ. ߱ ѱ ȭǰ ̻ ũ . ߱ Լҹ 1 Ʈ(www.baidu.com, 谜尚 ǥ) ũ о߿ 1,2,3 ǰ ΰ ̻ ũ̴.
9. ٸ 귣, ǻ
̺ 2005 ű 귣 ǻ Īߴٰ и ִ. 2005 ̻ ǰ 1 ϶ ſ 9800 뼱 ϰ, ڿǸ ߱ϴ 鿡 ߿ ϴ Ѱ踦 ߴ. ̿ ̻ ݴ ǻ Ī ͼ 强 Ȯ Ͽ. ȭ Ѱ Ȯ м ¿ Īǰ, () ڿǶ ָ Ͽ 11 븮 ݾҴ.
غϰ ִ ǻ 쿡 ġ غ ϰ ִ. 2007 Ƽݿ Ǹϰ ִµ, ̸ Һ needs ° ǰ ̴. 2010 ī üϰ ϶ ¶ θ Ǹ Ȯ븦 غ ̰, 2011 ȹϰ ִ. ͵鿡Դ ſ ǰ ް 귣 ̹ . Ŀ ǻ ٵϿ콺 شϴ 鼭 ̻ ߰ ȹ̴.
10. – ȭ ɼ
ſ 귣弥 ȭ ִٴ Ѵ. ־, ű ڵ ũ Ȯϱ ̴.
ֱ LGȰǰ ̽ μ߰, ڿ̰ ѱ ȭǰ ȹ ִ. ̷ Ƹ۽ ְ ֱ . ڿ̴ ü ο 嵿 ãµ ó ȿ ִ 湮Ǹ ȭǰ̶ ϴ. 浹 Ұϰ ̴ Prestige ȭ ǹѴ.
ݸ LGȰǰ ̽ μ ٸ. LGȰǰ ֱ ǥ ŵδ ̴. īݶ Ʋ ȸ μؼ Ͼ Ű ̶, κ ͷ ̸ 濵μ ǥ Ȯϰ ִ. ̽ μ ƶ ؼ ִ. ̹ LGȰǰ 990 ִ Ƽ÷ ְ, Mass귣 ߵ ̴. ʿ ̽ μ ̽ ͷ 19% ߴ ũ ۿ ϴ( ڳ콺 ߴ ſ ִ). ̽ ODM ϰ ־ LGȰǰ ̿Ͽ ó ø鼭 ٽ ȭǰ ͷ ̷ ̴. ̽ μ Ŀ ݰ δ ʴ´. ̷ ߷п Ұϴ Ѻ Ѵ. и μ ̱ ̺ ̶ ٴ ̱ ϴ. ᱹ ε, ̹ ¥ ̱ ū ȭ Ǵܵȴ.
̽ , ŲǪ 80% ̻ ƴٴ Ѵ. ֵ ݷϰ ϱ ̴. ֱٿ ̴Ͻ, ٵϿ콺 4 Ŵ Ϸ 30% ϴ 縦 ϴ ̸ 뺯Ѵ. ݸ ̻ 70% ϱ 簡 ϰ, ̸ ű Һ , 籸 ϴ. Ϸ ϴ ƴѰ ϴ ̻ 200% ϸ, Ŵ 1, 3, 5, 8 ̻ ŷ ǰ Ͽ Ű Ͼ ִ.
ε弥 庮 ȴ. ε弥 ʱ ڱݷ κ ۿ . ʴ ̻ ʴ. Դٰ ̹ ǿ ε弥 ϰ ֱ ̸ غϱⰡ ƴ. ǻ Ƽ ص ̰ ְ, ٺ 30, Ų 50, óۺ 90 ϰ ִ. , ް ̵ ϴ ʿϴ.
11. Ư̻
4 16ϰ (ڻ)ֽĹ繰 75 ְ ̴.
ڽڿ ŷҷ ߰, ȸ ̸ ŷҷ Ӱ δ. 2010 6 ̴.
12. ް Ʈ
UBS AG ߰ ż 7.5% ϰ ִ δ. UBS AG ַ ϴ ݵ̸, ȭǰ ODMü ڽƽ 30% ִ. Դܰμ ̹ Ǵ ߴ Ѻ ʿ䰡 ִ. ̿ڸڻ 5% ̻ Ű ̳, ŵ Ǵܵȴ.
Ʈ 2010 3 17 60 ö鼭 迭 ϰ ִ. 1/4б ȣ ݿǷ ̰ ִ.
13.
ص 2010 ߽ , й Ȯ븦 Ͽ 2,373 , 252 , 272 ̻ Ǵܵȴ. ȿ Ȯϰ Ͽ ̸ Ȯϰ Ѵ. PER 4.8 ȭǰ ȸμ ſ ̶ Ѵ. 4,666 Ű ̽ 2010 PER 12迡 ŷǾ ̺ Ӽ ǹ ؼ شٸ PER 10 ϰ ϰ ִ.
̺ ǻȰ ȸμ Ӿ Ž ǻ ؼ Ѻ Ѵ.
Smart Fund 2,000 ̸, Ʈ Ǵ ٰŸ ص ƮԴϴ.
– Smart Fund –
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