ȭݼ ̼, 繫 ؼ 6 ߴ. ȭݼ 12 11 1 ϰ 1950 ŷǰ ִ.
[] ȭݼ, ؼ
*:2016 8 12
(ڷ: GSŬ)
ؼ ְ ݵŴ ǵƼ ߴ. 2008 < Ÿӽ> ġ ƹ ̾, Բ 10 ߴ.
ؼ ڽ å ؼ (Investing Against The Tide) Ģ ִ. ״ ϱ پ ̼ ǥ Ȯϸ ľϰ ߴ.
ȯ(ֱ 4 б ջ) ݿ ְ(PER) 7.1 5 8.4踦 ȸ ؼ ؿ ߴ. ְ(PSR) 0.5, ְ帧(PCR) 4.6 ؼ ״.
繫´ 췮ϴ. 1б ä 86%, 130%. Ϲ ä 100% , 100% ̻ 繫° ϴٰ ǴѴ.
ä 2008 Ҽ ̰ ϰ ִ. Ա 22%(Ա 246), ں 18 ں ̴.
帧(FCF) Ǵ . 10 FCF -130 5 52, 3 63 ƴ. 帧 Ϳ ɷ Ǵ Ű ڵǴ ڻ ݾ̴. 帧 ͺ ų ؿ ִ øµ ־ ڰ ʿ ʴ. âν ġ ̰ ȴ.
ȭݼ ֹ ڵǰ 踦 ϴ ü. 1б ڵ ǰ 98% κ ϰ ִ. ֿ , ѱ ̴. ֿ ư 17% ũ ѱ 14% ڸ մ´.
ȭݼ ֿ ϶ ͼ ؿԴ. ȭݼ 2014⸻ ͷ ƴ. ȯ ͷ 2014 3б 5.7% 4б 5.8% ߴ. 2015 1б 6.5%, 2б 7.4%, 3б 7.5%, 4б 9.4% б . 1б ȯ ͷ 9.5% ̾.
ٸ, 25Ͽ 2б ´. 2б 384 10.7% ߴ. 40 21.5% پ. پ ͷ 10.5% ̾.
ȭݼ ͼ ϸ ̴ 5 Ű õ 3000 ϱ ߴ. 5 26 ְ 3435̴. ְ ٽ ϶ߴ. 2б ȯ(ֱ 4б ջ) ְ ݿ ְ(PER) 7.6, ְڻ(PBR) 1.42, ڱںͷ(ROE) 18.5%.
GSŬ, 밡 ...
밡 GSŬ ϴ 5 밡 ؿ , ͼ, 强 跮ȭ ״. ǥ ġ οϰ, 밡 ش.
밡 ϴ ֱ ݿǰų ְ ٲ. 밡 ũ ִ.
* 밡 Ұ ''ֽ
[밡Ǻ] DSR, Ұ +16%
[밡 ] ̾, ν 'ȣ'
[밡 ] ÷Ƽ, Ұ +19%
[밡 ] â, Ұ +14%
밡 ٷΰ
GSŬ...
GSŬ ڴ밡 ö 3 Ʈ Ѵ. ӿ ڴ밡 Ҹ м 3(èǾ, , ) , 밡 ٽ 跮ȭ״. 10Ⱓ ͷ ߴ.
[GS 10Ⱓ ͷ]
* ͷ Ⱓ: 2005 ~ 2014
1. èǾ , 2981%(40.9%, )
2. , 2695%(39.5%)
3. , 1502%(32.0%)
GSŬ ġ 밡 ڹ Ʈ ִ.
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