LGȰǰ м
м ġ м ͽ ġ мԴϴ. ظ Ͽ
ϰ ġ 밡 VIP ڹ ǥ ö ֽ(˻â ˻ ) å б⸦ 帳ϴ. ̺ å ַ ϰ ణ Ͽ ۼ Դϴ. 10 м ȣ Ȱܴ ־ϴ.
̺ ִ Ͽ żϿ 5 ٷ ʽÿ. ȣ Ȱܴ 帱 Դϴ.
• :
2020.07.03
1. Ǵ Ⱦΰ?
Ǵ Ⱦ ̴.
2. ROE ROIC Ѱ?
ROE(ڱں ͷ)=(ּ/ )*100
ROIC(ں ͷ)=(Ŀ/ں)*100
2016/12 2017/12 2018/12 2019/12
ROE 24,9 21.9 21.0 20.3
ROIC 24.1 21.8 22.1 21.6
5 ̻ 15%̻ Ѵ.
å ROTC ǥǾ ROICԴϴ.
3. EPS(ֱ5 ) ϴ°?
EPS(ִ)= () ֽ .
2016 2017 2018 2019
EPS 32070 34226 38534 43916
EPS .
4. ä 100%Ͽ پ ΰ?
2016/12 2017/12 2018/12 2019/12
ä 71.8 55.1 46.8 53.3
2016 100%ϸ ϸ ϰ .
5. þ ΰ?
2017/12 2018/12 2019/12
9300 10393 11764
3 þ
6. 30 äǼͷ ְ ΰ?
äǼͷ ȸ ä Ÿ
(EPS/ְ)*100=30 1 äǼͷ
201912 EPS=43916
30 1 äǼͷ 1.5%
30 1 äǼͷ ְ=43916/0.015=2927000
簡=1381000
30 äǼͷ ְ 1/3 ŷǰ .
Ǻġ 1 1 2 3 5 8 13 21 34 ̷ Դϴ.
̴ ڿ ̻ ִ Դϴ.
̰ 1/3Ϸ 1000000 ؼ ż,
1/2 ̻ ö 1500000 ̻ ŵմϴ.
Ǵ å δ PER40 ŵ϶ PER ̱ ְ Ƿ PER30 ŵ ͽ. M&A ū ̽ ͽ.
7. PER ΰ(ġ(15) ̸)?
PER=簡/EPS
PER=1383000/43916=31 PER ణ .
8. PBR (4̸ ȣ)?
PBR=ְ ִڻ갡ġ(BPS, bookvaluepershare) ְ 1ִ ġ. ְ ڻ(ںݰ ں, հ) 1 ִ ŷǰ ִ ϴ ǥ.
ڻ=ǥ ں Ǵ ڻ꿡 ä(ä+ä) . λ ġ ȸ û ְ ִ ڻ ġ ǹѴ. PBR 繫鿡 ְ Ǵϴ ô̴. PBR 1̶ Ư 1ִ ڻ ̸ ġ ش ڻ갡ġ ǰ ִٰ ִ. PBR 1̸̸ ְ λ ڻ갡 ġ(û갡ġ) ģٴ ̴.
PBR=5.79 ణ .
9. 濵 ذ ʴ°?
Լ δ .
10. ڽ ϴ ΰ?
2001 4 ֽȸ LGȭп żǾ ǽ忡 Ͽ, ȭǰ Ȱǰ , Ǹϴ ϰ . ֿ ȸ īݶ() ݼḦ , Ǹϴ ϰְ, ¿ġƼ() ݼ, ǰɽǰ Ȱǰ , Ǹϴ ϰ . 迭ȸ 13̸, 57.
2020 3 ⵿ 1.2% , 3.6% , 3.2% . ȭǰ ι 56% ū ϰ . ȭǰ ü ΰϰ ϴ ̳, 귣 漺 ϴ ϰ Ÿ . 鿡 Ų ǰ 䰡 ϴ .
11. KOSPI200Ǵ kosdaq췮 ԵǴ°?(KOSPI200 Ǵ kosdaq췮 Ծ Ǹ )
kospi200 .
12.
̻ 11 Ͽ м ϴ. 11 å Ͽ DATAʹϿ ȿִ DATA ִ Ͽ Դϴ. ټ data ġ ̴ мѴٸ Ȱ ʼǰ ǰ δ ϰ Ǹϴ
ȣ ̶ մϴ.
ȸ ִ Ͻ 翡 ְ ϶ ż Ѵٴ å Ѵٸ ȣ Դϴ.
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