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ȭ, , ȭ, ƿ﷿ ϴ Ե 迭 ִ ü̴. 13 3б ȭ 31, ƿ﷿ 9, 104, 425, ȭ 94(Ź ) ϰ ִ. 1970 7 'Ǿ()' Ǿ 1979 11 ȣ Ե Ǿ. dz M&A ġ ִ. Ե 02 ̵Ĺȭ ī( Եī), 06 츮Ȩ, 08 ȭ纸( Եغ), 09 λַ( Եַ), 10 GS ȭ Ʈ ι, ̴, 12 ̸Ʈ μϿ ֱٿ LIGغ μ 븮 ִ. Ե ȸ ϰ ִ. 06 2 ֽĽ忡 Ǿ ֽļ 31,490,892, ǥ̻ Űȣ(22, â, Ѱȸ), ִִ ŵ(55, , ȸ), Ȩ http://www.ellotte.com/main.ldpm?incoming=lotte ̴.
1. ϰ ִ°?
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- ȭ , (Եī), ǰ(̸Ʈ), Ÿ(, ȭ ) о߿ Ͼ ִ. ټ о߰ ͵ о ְڴٿ ְ ִ.
- ȭ , پų þ ݸ ü ι ϴ ū پ. ֱ ̸Ʈ μ ǰ ι ް ſ ҵ ȴ.
- ü ϴ ҵǾ. ٸ ֱ Ұ ī 3 14 1б 2б ȴ.
- ǰ оߴ 12 μ ̸Ʈ Ͼ . 12 10 μϿ 13 濵 ̴. ܼ ġ 12 ٴ Ҵ. Ͽ츦 Ȱϰ ִ° .
- Ÿ о߿ ȭ, , 츮Ȩ, ۸, Ŀ Ե ִ. װ Ϳ ϴ ̹ м Ѵ.
- ٿ ȭ ̴. о߸ ģٸ 13 3б ü 60.2%, 59.2% Ѵ. ȭ ȯ 翡 ȣ ۿ Ҹϰ ۿ غ° 縦 мϴµ ȿ̴.
- ó ðѾ 10 Ѵ , ռ мߴ Ÿ ó мٴ Ȳ мϴ° ȿ̴. ü̱ ȭ, Һ ɼ, ġ, ȿ(wealth effect) ɼ 캼 ʿ䰡 ִ.
2. Ȯϰ ִ°?
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(Ե )
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(ż )
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(ȭ )
- ȭ о߿ Ȯ 簡 е 1 ϰ ִ. 2010 GSκ ȭ Ʈ μ 41~42% ӹ . 'Ե' ϴ 귣 ̹ ù° , , ȭ Ѵ. ̸ ϴ Ŵ.
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(Ե )
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(̸Ʈ )
- (Ʈ) ȭ ٸ, ణ ġ ̰ Ե ִ. ݸ ü ̸Ʈ Ȯ ռ 31~33% ø ִ. ֱ ż迡 и 忡 ϰ ִ ̴. ̿ Ե ̸Ʈ Ȩ÷ ̾ 3 ϰ ְ ̸ ݾ ϶ϴ ̴.
- Եī带 ַ ϴ ι ǰ ι(Ե̸Ʈ), Ȩ ι(츮Ȩ), ι(Ϸ, ̴), ι(Եó) Ʒ . ̹ м δ ͵ ʴ.
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(Եī )
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(Ե̸Ʈ )
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(츮Ȩ )
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(Ϸ, ̴ )
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(Եó )
- ι ̸ ؼ ø ִٴ ִ. ٸ ֱ 3 Եī ݳ ݱ ȭ ̹ ջ Ұ δ. 翡 ̷ 300 ս ϰ ִ.(̿ http://media.daum.net/economic/others/newsview?newsid=20140220154517978 )
3. ִ ȸΰ?
- ֱ ǥ 13 ū Ͽ. ؿ ȸ(Ե ߱ȸ Ʈ ȸ ) ջ ȭȯ ¶ ݰ ҽ ƴϴ.
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- ҿ ִ͵ ްߴ. ڷῡ ִ 21,000 ǥ, 25,048 ߴ. ̴ 簡(14 3 27 329,000 ) PER 13 ν ״ ʴ´.
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- 翡 λϱ Ե ⸻ ð ܿ 0.4% Ұϴ.
- ȭ 簡 3б ѱ ̹ ܰ迡 ľǵȴ.
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- ֱ ȭ ġ ִ. ѱ GDP Ը 15, 1δ GNI(Ѽҵ) 26,000 ϴ ο ִ. ȭó ȭǰ ִ ̴.
- ݸ ٸ. Ը ü ް Ŀ ִ. ̿ ü ġϰ ǰ ִ.
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4. þ ִ°?
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- ȸ 13 װ 12.6%, 1.2% ״ ū ߴ. ڿ 캸 ߱ ڴ δ.
- ֱ Ⱓ ͷ ǥ ϰ ִ. ͷ ͷ, ROE ݾ ִ.
- ְ¿ ΰ ִ EPS ū . 12 ִ 37,195 13 25,048 -32% ϶ ̴.
- ݸ ä ' Ե' ʰ 130% ö. ٸ ü鿡 ϸ 췮 Ե ä 100% ʾҴ. 떄 ֱ ̱ ſ Եο ſ baa1 baa2 ܰ ״.(ñ http://media.daum.net/economic/stock/market/newsview?newsid=20140324110910870 )
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5. ?
- ѱ ý ߽ ε忡 ȭ ǰ ִ. 5-6Ⱓ ħü⸦ ģ ε þ ŷ ȭ ̳ ȭ ٲٷ ϰ ִ. ̰ Ͻ ݵ ȭ ð ִ.(̿ ڷ м http://blog.daum.net/albbachino/7672977 )
- εڻ̳ ڻ þ ' ȿ(wealth effect)' ܳ. ̴ ڻ갡 Һɸ âϴ Ѵ. ȿ ȭ ü鿡 ϰ ۿѴ. ̷ ȿ Ÿ Ϲε ü Ⱑ ƾ Ѵ. ŭ ȸ ϰ ִ.
- 2014 2 û 뵿 ûǾ 14 ̰ ִ. ڵ ִ 25~29 Ǿ ⵿ 8% 1.8% 9.8% ߴ.
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- ü ڼ 2 Ը ⵿ 83 5õ þ 2002 3 12⸸ ִ ߴ. ڼ ϰ ִ. ڼ Ǿڼ ϴ 翡 ó 'ȸ Ÿ Ͻ ' .(ñ http://media.daum.net/economic/others/newsview?newsid=20140312204510276 )
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- · 1.3% ߴ. ʹ · ӵǸ, Ǻη ϰ ̴ Ȱµ ߷ Һ Ų. ݸ(ݸ-·) ö δ þ ̴. ̴ 'Һ -> , -> ҵ -> Һ ' Ǽȯ Ų.(ñ http://media.daum.net/economic/others/newsview?newsid=20140311032759770 )
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- ռ ȭó ѱ ȭ赵 ȭǰ ִٴ ߴ. ̴ · ϴ. ̹ , ͼ ִ.
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- ѱ ֱ رݸ 2.50% ߴ. 10° ̴. ȸ ̾ϴ Ǵ߱ ̴. Ϲ ȸ ݸ . ֽĽ µ Ǯ δ. ĸ Ͼ ʰ ϸ ӵǴ ̴. ϴ 弼 ϴ ̴.
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- û ǥ 2013 3.0%, 1δ μҵ(GNI) 2 6205, 1δ óаɼҵ(PGDI) 1 4690 ƴ. 1δ μҵ (6.11%) Ѽҵ (4.0%) Ѿ ׳ ϴ.(ñ http://media.daum.net/economic/others/newsview?newsid=20140326221808765 , http://media.daum.net/economic/finance/newsview?newsid=20140326173912117 )
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- ѱ 2014 ٸ ü 2013⺸ ȴ. ̴ IMF Ҿ ۳⺸ٴ ذ, غٴ ̶ 밨 Ѵ.
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- Ⱑ ݺ ̶ Һ Ѵ. ȸ Һ Ȳ ۿѴٴ ̴. 뿡 ݿ ִ ϴ ̴.
- ȸ 밨 (BSI) 2б ġ 111, 2011 1б 3⸸ ְġ ߴ. 2011 3б 10б 100 ص ġ(100) ũ Ѿ ̴. ó ǥθ Ⱑ 2013 2б⸦ ȸ ȯ ó δ.(ñ http://media.daum.net/economic/industry/newsview?newsid=20140319110113490 )
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- ؿܻ ϴ ߱ оߴ ״ ϰ ִ. ִ ü ̸Ʈ ߱ ϰ ִ ݸ, ص ø Ȯ ƴٴ ̴. ̴ ߱ ӽ 2013 ȭ ̾. Ŀ ̸Ʈ ߱ ħ ˷. а ߱ Ұ δ. (ñ http://www.etoday.co.kr/news/section/newsview.php?idxno=889990 )
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- ڼ , , , Ѽҵ , IMF ġ Ǵ ȸ ¹ ѱ ' ִ ' δ. Ư ۳⺸ , غ ̶ ɸ ȮǸ ̴. Һ ߿ ٴ ̴.
6. 豸 ΰ?
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- ŵ 18( ϰ) 63.97% ϰ ְ ο 6.03%(11 10 ), ڻֵ 6.16% ִ. ̸ ϸ 빰 23.84% ʴġ Ѵ.
- ִ ϰ ŵ(峲, Ϻ ԵȦ(=Ϻ Ե) ȸ, Ϻ Ե Ѱ), ŵ(, Ե ȸ, ѱ Ե Ѱ) ٴ ̴. Ե ѱ ȸ Ե̴. Ե ִִ ȣڷԵ̸, ȣڷԵ ִִ Ϻ ԵȦ(Ϻ Ե ִַ )̴. Ϻ ԵȦ ִִ 3, ں 2,000 Ұ ȸ̴. ǥ̻ Űȣ Ѱȸ̴.
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7. ġ ְ Ѱ?
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- (14 3 27 329,000 ) ðѾ 10 2õ, PBR 13 0.60, ֱ ǥ 13 PER 13.13̴.
- 2014 PER 10.25, 15 9.19̴.( 3 27 )
8. ܱ ڽɸ Ÿ ִ°?
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- ϺƮ 帧 ̵ռ հ ´. ٸ ֱ ް ϶ ݵ , 밨 ִ 312,500 ٴ ణ̳ ´. ״ δ.
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- ֺƮ ̴. ̵ռ ణ̳ ϶ ִ. δ.
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- Ʈ 帧 11 ߹ݱ ״ ϴ. ֱ ̸ ų ̴. Ƹٿ и ƴϴ.
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- ڵ ܶ ִ ŽݰԽǿ ġ ִ. ְ ֱâ ư Ϸ翡 ʰ ö´. ڵ ɿ ־ ִµ λ̴.
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- ֱ Ѵ Ѱ ֽ ŵϰ ִ. ܱ 帧 ū δ.
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- ż, ̸Ʈ ü ְ غ ϶ δ. ü ְ ų ̴. 縦 ü鿡 ϴ.
9. ũ ִ°?
- ѱ ǹⰡ ȸ δ. ǥ ȸ̸ ̰ ȭ̳ , ƿ﷿ Һ ̾ üⰡ ݿǾ Ѵ. ̴ ü ü ̴. ü ð ʿ δ.
- ߱ а ġ δ. ü . ̴ ȸ ٰ ִ. '(Ѧ)' ܾ ȸ ռ̱ ϴ. ⸦ θ ν ذ ְ ̸ ȸ ν ġ ִ. ȭ ¿ ִ. ſ ʰ ⸦ ȸ dz䰡 ڸ ̴. ߱ ̷ dz 弱 ؼ ϴ.
- Ե 縦 ַ ߰ ̸ ħü M&A Ȱߴ. ݵ LIGغ μ ϸ غ 2 ڸ ߵ Ϸ ϰ ִ. 忡 Եغ 12ȸ迬(3 ) ڷ ϰ ִ. ̷ ߿ M&A Ѵٸ ڱ 뷮 ȴ. ̴ Ϲ ܱⰣ ְ帧 ǿ ģ.
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- âְ (93, 22)̶ Ѵ. (ڳ 4 90% Ѱ , ڻ° 93.9%) âְ Ⱑ . Ե , Ե Ǫа 迡 θ ˷ ̴. ݸ 2 ̿ ɼ .(ñ http://media.daum.net/economic/others/newsview?newsid=20140228092121362 )
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10. ż
- 13 ä : 130.26%, º : 90.45%, : 10,038.54%, 13 ð : 0.45%(ִ 1,500)
- 13 : +12.65%(28 2117), : +1.21%(1 4853), : -23.93%(7,884)
- 5Ⱓ ROE : 6.83%(09~13), 13 BPS : 548,984, 13 EPS : 25,048
- 5 ̷ġ : 763,881
- 20% 5Ⱓ ȯ갡ġ : 307,026
- 15% 5Ⱓ ȯ갡ġ : 380,040
11.
- ѱ ȸ ʱ ܰ迡 δ. ̷ ñ '弼' Ȥ '弼' ؼ ұϰ ֽĽ ϴ 찡 . ݵ ڱ̳ ٸ δ. ֽĽ ʰ ִ. ȸ ѱ ȸ Ծ ް ִ. 弼 ų ª , 弼 ġ ʰ ̸ 'ȭ弼' 弼 Ѿ ̴. Ͽ ̷п 弼 ȯֿ ְ ٰ̲ Ѵ. ǥ ΰ̴.
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- ֽĽ忡 ' ο ο ٿ' 콺 Ҹ ִ. ̴ M&A μ 븮 μ鰣 Ȯ Ͼ شǴ . ̷ ο ڸ 鰣 £ شȴ. ֱ â 2 迭 ȭ ־. 迭 ü ̹ ݾ ŵ, ŵ 1Ⱓ ƺ ݾ 500 ȸѴ.
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- ְ PBRθ 0.6 ش ϰ . , 14 PER ϸ 10 μ ׳ δ. ִ ü PER 10 Ѵٴ ΰ ϴ . ġ ο ȯ ʰ ֽĽ ü 弼 ľ . ̿ʹ ̶ ִ 'ʽ' ִµ װ ٷ ڸ ̴. ȭȴٸ ̴ ι ʰ ֽĽ ݿ Ŀٶ ̽ ̴.
- ֱ , ö, Ե ָ м Ҵ. ռ м ü żñ , ŷ̰ ̷ Ȱ ̶ 80%̻ Ȯ߾. м 8ð Ѱ ɷȴ. ö 4 ɷȴ. ø Ե 313Ͽ ÿ ƴ. ̴ ðҾֿ ־ ƾ ڷᰡ ŭ ؾ Ҵٴ ̴. ƹ ð ɷȾ ' ̶ Ǵ м ִ' ϴµ 翡 ʴ´ٴ ̴. ְ Ȯ ϴٰ , ü ֽĽ 弼 ص ̶ , â2 ﰡɼ̶ ʽҵ ϰ , 'ϱ ̸' . ̰ ׳ ̴. ٰŴ ƹ͵ ........ Ϸ м? ,.
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