ڴ ڿ ġַμ ȭ Ұ ֽϴ. ӰԵ ȭ ġڵ鿡 ȸڵǾ, ߴ մϴ. ȭ Ư¡ ϳ ڸ ϰ ־ ɼ پٴ ε. ֱ ؼ ְ ϶Ͽ Bottom-up ڸ Ͻô е Ǿ Ͻ ٷ дϴ.
ȭŸӿ ְ϶
ȭŸӿ ְ 25,400 17,850 29.7% ϶Ͽ. 2011 270, 2012 340(ǻ ) Trailng PER 5.1, Forward 3.2 ̴.
2011 Ϲݱ ̸Ʈ ϶Ͽ.
ŷȸ ȭ Ǹż
캸 ŷȸ ȭ 3~7% 䱸 ߱ ̴. ü ̴ 2~5% Ұ Ǵ Ȳ̴. ȭŸӿ 2012 8% ϳ Ը 5% ִٰ Ѵ.
ȭŸӿ尡 Ÿ Underperform ϰ ȭ Ǿ ִٴ ȭ 忩 ٴ Ǵܵȴ. 츮 ȭ ϴ ó ƴϾ, ؼҿٴ ٽ غ.
ֽż
ֽż赵 2,232 ݰ Trailing 500, Forward 538(ǻ ) ̴. ʹ þ ̴.
ֽż ȭŸӿ ȸ縦 ؼҽ ͼ̾µ, ֽż 2012 4 żο簡 ذϴ ϳ ˸ ִ. Ͻ 캸. żο PFε ǹ ȭ ϰ ż迡 ӴḦ ̴. ż ֽż ڱ ȸ δ.
żο 2010 óձ 102, ս 14 2012 ذ 130 ս ȴ. Ŀ żκ ⼱Ӵ 2,984 20 νϰ, ż ӴḦ ߰ ´ٰ Ѵ. ̿ ؼ Եû Ե̵, ȭ ʸ Ͽ.
ϸ, żο 172£ 158 ȸ簡 ȴ. 25% ִ ֽż迡Դ 30 й ̴. ִ Ǽ ֽż Ը ؼ ۾ ƽ.
ڷ ߺ̾ڹ ǰ߰ ٸ ֽϴ.
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