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[Smart Fund] ̺(078520)

3. 繫ǥ м

 

ȸ 丮 繫ǥ 巯.

 






2010 ðѾ ֽĹ ֽļX2010 3 17

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⸦ ִ.

 




M ñ׳ó ø ũ 3, 7

 

߿̺(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.




ũ ̽ũ, Ųɾ شѴ.

 

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 ̾߱ ִ°? . 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(), , ö , ¶ ִ. 8% ϴ ¶ ϰ, äο ȭ ϸ Ʒ .

 


 

⼭ ʿ 븮 κ̴. 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 Ŀ̼ 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 –

ǻ: SmartFund7@gmail.com




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