| Ʈ ǻ簡 м Ʈ ٽ 븸 Ӻ մϴ. ǰ, ǥ, Ʈ ֿ , ֱ ˷ 帳ϴ.
15 ؼŸ̾ ǰ ż, ǥ 11000 ߴ. ̹ ǥ ǥ 13000 15% ߴ.幮 ۼ ؼŸ̾ Ʈ ֿ䳻 Ʒ .
3Q18 522(+9.4% yoy, OPM 10.1%) , 19.3% ȸ ġ ǰ ͽ , Ϲ ȣ װ
10 Ϲ ȸ RE ߱ Һ . ߱ OE ҿ Ϲ ϼ 11 ̱ ü ߰ λ ϶ ͼ ȸ
ǰ BUY , ǥְ ġ 13,000 11,000 15.4% . ġ 1) ֿ ȯ ȭ, 2) ɷ Ȯ(ä 1) 5,190(-1.5% yoy, +3.1% qoq), 522(+9.4% yoy, +13.2% qoq, OPM 10.1%), 286(-31.0% yoy, +38.0% qoq) 2) ͱ 438(OPM 8.6%) ġ 468(OPM 9.3%) 19.3%, 11.6% ȸ 3) м: ѱ ߱, Ÿ ͼ ̱(RE ȸ), (Ÿ̾ ) UHPT ġ ͼ -Key Takeaways: ϶ ̱ ȸ ̳ ȯ濡 Ҹ ȯ. ü Ÿ̾ ü Ȯ. ϶ ߱ ͼ ȸ 2) Ϻ 2 tier λ ȸ λ, ġ Ȯ ݿ Ǵ δ ߰ Ȯ ʿ
Ϲ ϰ ü ̺ 2 tier ü λ ȿ
14 ְ ϴ 1.01% 7990 ߴ. ְ(PER) 6.9, ְڻ(PBR) 0.56, ڱںͷ(ROE) 8.1%.
[ٷΰ] ǻ 'Ʈ'
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