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[ֳ] JCE, ο ?

Introduction


JCE ü, ǥδ Ÿ ֽϴ. Ÿ Ÿ 󱸸 , 2005 񽺸 Ͽ ߱, 븸 񽺸 ϰ ֽϴ. 60% ̰, Ÿ ϳ 80% ̻ âǰ ֽϴ.






















             
        ŸϿ κ ߻ϱ ǽɹ޾Ұ,   
        ٴ 򰡸 ޾ƿԴ JCEϴ. ׷ ̹ Ÿ Ŵ, Ÿ Dz, Ÿ 2
        Ӱ ε, ӵ ƴϴ Ÿ
       ޼ ָ ߰ Ǵ ȲԴϴ.


Investment Idea


1.
ο 3, 1 . 1~2 Ӹ Ÿ ޼ ص 2.

 
 
1.1 ο 3 Ʈ


2010~2011 Ÿ Ŵ, Ÿ Dz, Ʈ 3 űԷ Դϴ.

 

1.1.1. Ÿ Ŵ


Ÿ Ŵ Ÿ 1 ÷ Դϴ. Ÿ 3:3 󱸸 ⺻ 6 ÷̾ ߴٸ, Ÿ Ŵ ȥڼ 3 ij͸ ؼ и ϴ ˴ϴ. ؼ 1ο Ÿ̶ ϸ ˴ϴ. ŸϺ ׷̵ ׷Ȱ ۰ մϴ. ŴƮ ý Ͽ ϴ ̸ ϰ ֽϴ. 

 

1.1.2. Ÿ Dz


Ÿ Dz Ÿ ౸ ϸ ˴ϴ. 4:4, 5:5 尡 ϴµ, ÷̾ ݼ, ̵ʴ, ϳ ؼ ֽϴ. Ű۴ ǻͰ ִµ FIFA ౸ ϱ ٴ Ҹ Ͽ ְ Ư¡Դϴ.

 

1.1.3. Ÿ 2

    
Ÿ ϰ, ׷ ֽϴ. Ƿ Ʈ ٿְڴٴ Ʒ ̹ 2010 10 14Ͽ Ŭν Ÿ 񽺸 ǽմϴ.

 

1.2. Ӱ õǴ Ÿ شٸ?


          1.2.1.
Ÿ , ǰ ִ.

 
Ÿ 2005 200 ܸ ϰ ֽϴ. õ 5 ұϰ ̷ ִ Ÿ 󱸸 幰, Ÿ ŭ ۰ ִ Դϴ. ؿ 忡 Ǹ, οƼ ͵ ˴ϴ.









































׷ٸ ε ŸϿ ߻ ? Դϴ. 5̳ , ׸ ׷ȵ ϰ ϱ Դϴ. ٸ ָ 簡 Ӿ, ׸ ӿ Ͽ츦 ִٴ Դϴ. õ Ǹ ִ Ȯ ְ, ӿ ߿ ۰ ij ϴ Ͽ츦 ִٴ õ ӿ ۿ Դϴ.


Ÿ 2 Ÿ Űܰ ּ ŸϿ ߻ϴ Ÿ 2 ߻ ˴ϴ.


      1.2.2.
Ÿ Dz, Ÿ Ŵ Ÿ ϴٸ?

 
Ÿ Dz 2010 8 11Ϻ 20 3 ŬŸ Ͽµ, ڰ Ϻ Ϸ縦 8 21ϱ ׽Ʈ Ͽϴ. 10 ϰ, 15() ڰ 1 ϴ Ŭ Ÿ ֽϴ. Ʈ 巡ī ̾ 2 ũ 븦 ֽϴ.



















2005 ڼ 8 ߴ Ÿ 2006 275 âϿµ, Ÿ Dz ޼ ְ Ÿ Ÿ2 ⸸ ϴٸ 400 ̻ ߻ ˴ϴ.

 

Ÿ Dz ŬŸ dz 迡 幮 ,

Ǵ ȲԴϴ.

 

    1.2.3. Ÿ 2, Ÿ ϰ ؿ ο ô ȴ.

 
2010
10 14Ϻ Ÿ 2 CBT ǽõǴµ, Ÿ 2 밨 ȲԴϴ. Ÿ Ȳ, ׸ Ÿ Ÿ 2, ׸ ο Ÿ 2 ɼ ϴٰ ϴ. غ ϰ, ּ Ÿ Դϴ. ̷ ܼ ⿡ ̰, Ÿ 2 ؿܷ ߰ Ǵ ȲԴϴ.

Ÿ ؿ 뷫 50 ε, ߱ 10, 3~4, Ϻ 1 ߻մϴ. ߿ ƴ϶ ؿ ʿ ŸϿ ν ɾٴ Դϴ. ٽ Ÿ 2 ؿܿ ִ Ƴٴ Դϴ. Ÿ 2 Ÿ ؿ +@ ̱ Ÿ 2 ÿ ߰ Ǵ ȲԴϴ.


Valuation

 
¶ ũ PC ij ֽϴ. Ÿ Dz ռ Ÿ 캸 ϰڽϴ. Ÿ 2009 PC30%, ij 70% ϰ ֽϴ. 2009 Ǿ 7õ ̰ 40IP̸ ڰ ٰ ϴ 5,000*70,000(ΰ 10% )*12 = 59, 18030% ɴϴ.

120 ij Կ ̶ ޿ õ ij Ѵٰ ϸ 뷫 3 3õ ɴϴ. JCE ̶ ϴ Ȯ ڴ 3õ ij Ǵ , 3 3õ ִٰ ǴϿϴ.

׷ 2011⿡ Ÿ 2 Ÿ پ Ұ, Ÿ 2 Ÿ Ͽϴ. , Ÿ 2 ű Ÿ Һ Ÿ 2 Ŭ ҽϴ.

     
      Ÿ Dz αⰡ Ǵ , ּ Ÿ Ͽµ,   
      켱 PC 2011 10,000, 2012 15,000 Ͽϴ. 2011 5, 201
      2
8 Ͽϴ
  





























JCE 2011 2 þ Դϴ. ο ũ ޶ Դϴ. ٻġ ϱ ġ Ұϰ ᱹ ο JCE ޶ Դϴ. ٸ ְ ϰ ϱ ̶ ˴ϴ.  

 
Ϲ Ӿ ǰ õǰ ʴ ̻ ϰ ˴ϴ. ͷ ȴٰ ص ̸ ̿Ͽ 2011 EPS Ͽϴ. PER 5 PER Ͽ ְ Ͽϴ.

 
2011 EPS 1170, PER 9 ְ 10530, buy ǰ ϴ Դϴ.

 

Conclusion

 
JCE
Ӿ Ư JCE ־ ϴ° ޷ֽϴ. ſ ũٰ ֽϴ. ٸ Ÿ Dz αⰡ ǰ ׿ Ǵ ȲԴϴ. Ÿ 2 ÷ ο ԵǾ 밡 Դϴ. ̷ 밨 ֱٿ ְ ̷ϴ.

ֽ żϱ ٴ þ Ȯ JCE ֽ żϴ ϴٰ ֽϴ. Valuation ġ Ұϰ, Ư α ū ֱ , Ȯ Ǵ ߿ϴٰ ֽϴ.








ƮƮ ũα (0) ֱֱ(4)
:
|

 Ѹ ( 2)

  1. Ķ
    Ķ | 10.10/20 09:07
    |
    оϴ^^
    ۾
  2. ŷ
    ŷ | 10.10/20 12:49
    |
    FS2 FSF 밨 JCE ְ ̰ ֳ׿.
    ϰ ص, FS2 FSF ° Ǵϴ °,
    FSF 3 CB T , ࿡ ̰ Ǵܵ˴ϴ.

    , FSF ߱DZ Ű ߱ ŵ(ټƮ,ٵ)
    JCE 湮ϰ ְ, FS ߱ DZ 6 ʿ
    FS FS2 ߱ ŵ մϴ.
    JCE ټƮ Ʈʷ ϴ , ׷ ຸ ְ ֽϴ.

    δ FSF FS2 ȭ ϰ ְ,
    ߱ FS ʷ , 㺸Ұ ϴ.

    ڷῡ ϸ JCE μǥ ߱ Ȯ ʰ ְ
    FSF,FS2 ɼ ε ּ 3 ̻ ְ Ǿ Ѵٴ
    JCE ȸ ġ 򰡿 ߽ɵ ʰ ֽϴ.

    1 1ɸ ̶ Ư, ε 밡
    ̱ 强 ϴٴ ǴԴϴ.

    MMORPG ٸ Ư ְ
    CBT ܰ迡 Ѵٸ,
    Ȯ ܰ迡 ڰ ƴ, ɼ 㺸 ̱ ϳ
    Ȥó ϴ ǹ ÿ ǰ ܰ迡 ڰ ̷ Ѵٴ ǴԴϴ.
    11 ߼ FSF OBT JCE մϴ.

    ۾

* HTML ± Ͻ ϴ.

Է

۾
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