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 ̽ ȿ, ̸ 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, 130밡 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 -> 65ﰡ
ASP 10 ϴ°? USB ܼ USB ƴ USḆ ( ÷)
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
ᱹ 2013 2140, 167, 150 ðѾ 800 Trailing P/E 6x
2014 , ð踸 50 ->P/E 4x, м̵ַ ݿ 3x
ּ 17 Ǿ ִ ڵ ǰ
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