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ũ м(ڵǰ PER 4)

1.

   ӱ ٽɺǰ м̵ַ ü -> 92 Ϻ TOSOK ޷ Ͽ
   4, 6, 8ܿ

   м̵ַ?
     - ӱ  ڵ ̷ ֵ Ŭġ 극ũ 䱸Ǵ з ð


 2. M/S

   ׷ 1 M/S 75%, ij 25%(ijڴ ƹݶ Ϸ  ), ߵ ε  ׷ ̾
 
۷ι M/S , ҿ ̾ 3


3.


   п ̵ַ 70%, ð 5%, 10%, ð 6%, ε 4%

4.
   ũ̽ via Ŀ, ߱þü

5. CAPA
   ϼ 400 ij
   1(50) 30 CAPEX ũ

6.
   100%
   2009
2010 , 2014 2015


   * 2014 (1.2), 1,2,3(5õ)
   
ܼ CAPA 250%


   2009 590 -> 2010 1560 ( )
  
4,5 ڵӱ ϴ, 08 6 ϸ鼭


7. ׷ٸ ұ

   a. ܼӼ UP- ڵ 迡 ū ̽ ȿ̸  6 -> 8 Ѿ ߿ ,  6ܿ 6 ֹ Ǵµ 8ӿ 8 ֹ ʿ

   b. ƼŻ( 3, 1 , 2 ) ֹ ǰ -> GM 8Ӻ (6 skip)

   c.
߱ DCT- ߱ ӱ 65%( ̵ַ ) -> ȿ DCT

      ߱ 200, 130 DCT Ѿ ִ (+߱ CAPA up)

   d.
Ŀ ũ̽, ߱ þü


   e.  Ϸ ü ǰ,   浿񿣿 Ϸ ǰ ( 50 Ը ̹ϳ, ִ 200 ), ̿

8. ũ ?

   ڵ ǰ迡 ũ εǰ ִ ̽ ߱ ǰ ȸ翡 CR,
м̵ַ ѱ 1,2,3忡 Ŀ
,
߱ ȸ м̵ַ ̿ ǰ, ð, ð, µ

200 OPM 10% ū

9. ?

    a. ӱ ι

        Ŀ ߱(11 ϰ, 40 ij)
        2012
1б 912, -120 -> 2013 1б 5600, 423 1 1⸸ Ǯ

        ߱ 2(14 ϰ, 30 ij)
        
ϰ Բ 鿩 , ε 13 10 10 , 14 30 ǥ

        Ŀ ߱ ü鵵 θ (â, Ƽ ũνý ) -> ӱ ׷ Ǹ 庸 񱳾ȵɸŭ

      b. ð-> USB ü

13 10  ð Ϲ USB 7 USB ü(ũ )
14
  Ȯ
 
         
ð 130, OPM 5%, ܰ 500-> ̺ι ASP 10 , OPM 10%

          ð 10 ƴ϶ 5踸 Ѵ ص ð 650 OP 6.5 -> 65

      
ASP 10 ϴ°? USB ܼ USB ƴ ׸ USḆ ( ÷)

       5,000 Ȯ ٶϴ
    

     c.

4б ְġ ۳ 4Q 538ﺸ ּ 10% ,  뿡  ȿ OPM ְġ , ͵ Ͱ  (μ 3б ݿ)


13 3б 531, 43 , 12 4б 538, 31

OPM 8.6%


OPM
Ÿ 5~6% 1)( M/S), Ŀ -> ȿ

2013 2140, 167, 150 ðѾ 800 Trailing P/E 6x
2014
ð踸 50 ->P/E 4x, м̵ַ ݿ 3x
 

ּ 17 Ǿ ִ ڵ ǰ


http://www.nocutnews.co.kr/news/1107041






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