PBR(ְڻ), ں ν 5 ߴ. 19 1 28 3.2% 6680 ̴.
ν ' ɲ' ġڴ. ν ݵ带 ϸ鼭 Ž̳ ְ濵(CEO) ʾҰ, 繫ǥ ߴ. ״ ڻ갡ġ ΰ ŷǴ 缭 5 2谡 Ǹ ŵѴٴ Ģ 45Ⱓ Ź .
[ǥ] , ν 5
* 2016 4 18
(ڷ: GSŬ)
ְڻ(PBR) 0.8 , ں(=ڻ-ä) ðѾ 30% ̻ ̴. ȯ ݿ PBR 0.8 ν ̴. ں 150 ðѾ 39% 30% ½ Ѵ´. ä 13%, 460% 繫µ ȣϴ.
ڴ LED ǰ ϴ LED, (Ÿ) ǰ Ż, PCB ڻ ִ. ι LEDι Żι µ 2014 ڷ( 90.89%) μԿ Żι ۼű ϴ ι ߰ư PCB(μȸα) ϴ ڻι .
ڴ 2006 2011 ̷Դ. 2012ʹ Ұ ۵ư 2014 װ ߴ. ڴ ŵ Ȯ 2014 ڷ μ δ. ǥ ڷ ŵ ó شȭҰ̶ ִ.
ڷ μ 2014 ڴ 繫ǥ ۼѴ. 539 91% ߴ. 125%(13) 23 ߴ.
ڷ μ þ. ڷ ι شϴ Ż ű ι ڻ ι 280̴. ڷ ȹ 2014 11 28Ϸ 2014 Ż ű ڻ ̹ ϵƴ.
ε þ. 262 3.6%(9) ߴ.
ַ LEDδ 2014 ؿ Ƽ. LED 137 22%(25) þ. ݸ, Ż ü й 13%(19) پ Ҽ ߴ.
Żι 3 Ż(KT,LGU+,SKT) ߽ ؿܽ ŸҾü(MSO,SO,,ð) ְ ̷ ִ. Żι , й, , ȣ ִ ⱸ ġ Ѵ. ڷ μ ̺Ƽ(CABLE TV) HFC ۸ CATV, SMATV پ Ʈũ , Ǹϰ ƴ.
ڴ Żι , ü üߴٰ 4 1 ߴ. LG÷. ݾ 30 5.6% شѴ. ڴ 2 źǰ(Splitter) ް ü ִ. Ʈ SAIGONCOMM Corporation̴. ݾ 21 3.9% ̴.
ݿ ְ(PER) 14.0, ڱںͷ(ROE) 5.7%.
GSŬ...
- ' öŸ'..ֱ 10Ⱓ 32%~40%
- GSŬ ͷ(ݵ )
* 2016 ͷ(~4/18)
: +10.9%
èǾ: +5.8%
: +0.6%
ڰ ϴ GSŬ ġ 밡 ڹ Ѵ. ' (Giant's Shoulder) öŸ' 9 ̴.
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