[VIP]ֿ ١ȸ
ܽĸ Ȥ ǰ丮ĸ ѵ ̴. پ ִ 並 ȣϴ ִ° ϸ Ư丮 ҹ ǰ丮 ϴ ִ.
ϳ ϴ . ߿ Ʈ Ƽ غ ϴ ̴. 6~7 ϴ ȣ 䰡 Ұ 3~4 ȴٸ 並 Ⱦϴ ̶ ѹ ۿ .
ܽĸ ֽĽ忡 ϰ ȴ. ȸ縦 ΰ ȸ縦 ΰ װ̴. ȸ ټ ȸ ϰ ִ ſ ִٴ ִ. ȸ ġ NAV(Net asset value) ǥϴµ, ðѾ NAV 40~50% εǾ ŷǴ ȸ ֽĵ . ܱ ȸ 15~20% ؼ ѱ ȸ ģ ¿ ִٰ .
ִ 翡 Ѱ谡 ֱ ݿ ȴٰ , ȸ ü εǾ ŷɱ?
ù ° » . ѱ ȸ LG ʵη ȯڸ ؼϰ ̳ 豸 ϴ ź ũ. ܼ ȸ Ҵٴ ȸ ȿ ָ Ÿ ֵ鿡Ե Ǵ ϱ ǽ ȸ縦 ܸϰ . ̲ ũ 켭̿ʹ » ٸ ̴.
° 鿡 ȸ鿡 Ҹϴٰ ̴. Ϲ ȸ 帧 ȸκ Թۿ ٰ âǴ 帧 Ӱ ִ ȸ鿡 ŷ .
° ϴ ΰ ִٴ ʰų ȸ ¿ ȴٴ ҾȰ ſ̴. ȸ Ư پ ȸ ִµ, Ȥö ȸ ũ ߸Ǿ ʿ ȸ簡 ü ȸ ġ ɰϰ Ѽյ ִٴ ũ ȸ ְ īƮŰ ̴.
ȸ CJ 忡 ּ ̾. Z- ̱ г á̶ ǥ μ CJ δϴ ũŭ ϰ ; ̴. 迭 âɷ ſ뵵 CJ 鿴. CJ 忡 Ȳϰ CJ ֵ 忡 ġѼ ּȭǴ ̴.
Դٰ CJ GLS ڴ ϰ ŷ ߷ Z Űؾ ߴµ, ֽ ü CJ CJ̾. ȸ CJ 忡 ǻ ̷ ̴.
ֱ ̴н M&A ȸ SK ƴ SKڷ μü ͵ μ ǰ ƶ ؼ ִ. ܿ ε ŷ κ ȸ簡 ŷ κ ȸ纸ٴ ȸ翡 ̷ Դ.
Դٰ ݼ ̽ MRO(Ҹ籸Ŵ) ʿ ε ڳడ ȸ ŷ ڴٴ Ȳ ȸ ְ չ 濵 ȭ ִ ع ָ ް ִ. ֱ ȸ ȯ 豸 ϰ ִµ 忡 ְ ȯֱ ߴ.
̷ ȸ Ӽ īƮ ƾ ε , ȸ翡 ִ ҵ ִٴ ش. 豸 ȸ翡 ֿ ȴٴ ȸ簡 Ѵ.
ȸ絵 ʿϴ. LGó ȸ鸸 Ŵ ִ ȸ簡 ִ° ϸ ȭ ڱ ¿ ȸ縦 ϴ ȸ絵 ִ. ȸ īƮ ζ Ѵٸ ȸ īƮ մϴ.
ȸ縦 ѷ ū ȭ ϳ IFRS̴. ؿ ȸ ϳ IFRS ̴. IFRS ȸ 濵 ġ ȸ 繫ǥ IFRS ԵǸ ȸ ȸ ݿDZ ü ¥ Ƿ ִ. Źϴٸ 忡 ȸ 忡 ״ ְ Ǿ.
ᳳ ̳ ȸκ ݿ ʴ , ȸ ȯ ڳ ֽıȯ ݿ ̿, 漼 ȸ Ư ް ִ. Ϲڵ ϴ ̻ ݿ ΰ ε鿡 ̷ ȸ ü ȣϰ ۿϰ ִ.
ܿ ȸ ȸκ ܿ κ ǥǿ 밡 οƼ , Ӵ , ȸ翡 濵 پ 帧 ϰ ִ. ¥ ȸ縦 ÿ 忡 Ӱ ڱ ϰ ִ ȸ ִ. ȸ GS ҽ GS ְ .
ݱǥ ϸ鼭 ڻѰ谡 2 ̻ ǹ б⺰ 繫ǥ ۼؾ ϴ ȸ ڹ б⺰ 繫ǥ ۼϱ ȸ 켱 ɼ ִ. ̶ 忡 ֽ ִٰ ϱ⺸ٴ ֿ 踦 Ÿ ʿ ̴.
α VIPڹ ǥ̻ ceo@vipasset.co.kr
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