| 2100 88% ϴ 1850 ǻ翡 Ʈ Ұ 3 Դϴ. Ʈ ϳ ʴ 1500 ˴ϴ. ڴ ó ǻ翡 ٷ ʴ ĸ 췮 ǥ ٽƮ Ұմϴ.
̾̿ ְ 3 1.12% 53200̴. 2022 1б ְ ݿ ̾̿ ְ(PER) 15, ְڻ(PBR) 2, ڱںͷ(ROE) 13.5%. ð ðѾ 2596̴. ڰ ֽMRI м ̾̿ ŷµ 25 21̴. ̾̿ (B2B) ͳ ϴ ̴. ͼͿ Ʈũ IDC, IX, CDN, Ŭ Ѵ. IDC ü 78%, IX 13% ϰ ִ(2021 ). Ϻ ȫῡ Ʈũ (PoP) ΰ ߰ Ȯ õ űԷ ڰ ͼ Ǽ ̴.
迡 2024 ϰ ø ȹϰ ִ IDC 밨 . ̺Ʈ ȫ Capex 1300 Ը ( 60~70)ǰ Ը (Rack) 2,000 ~ 2,500 Ը 簡 ϰ ִ 1.4 ( Capa 3 )̴. ٸ ϰ 2024 Ը ܱ(1~2) Ϳ ɼ ִ.
̾̿ 5 13%, 20% ų 弼 ߴ. 1б 45% 268 45% þ 65 ߴ. ̴ IDC Ȯ δ. ȸ ǼƮ CDN ϴ ĿƮ MS ϴ ȸ縦 պϸ鼭 1Q21 NI 5 1Q22 NI 19 ƴ.
ȫ "̾̿ ų ϴ IDC ־ ߸ ٴ ̴"鼭 " ϴ ͼ ȯ ̳ Ʈũ ȸ پ ɼ ϴ "̶ мߴ. Ż Ǵ 迭 SIü ϱ ̾̿ ִٰ ٿ.
ƿ ص ̾ ̴. ̾̿ 2022 10% 928, 11% þ 218̴. ̾̿ IDC Ȯϴµ ߿ ̶ ٺô.
繫 ȣϴ. 2022 1б ä 26%, 534% ߴ. Ϲ ä 100% , 100% ̸̻ ϴٰ ǴѴ. Ա 11.3% , ں 206.2迡 ں ִ.
̾̿ ROE 2018~2019 ĸ ¼ ٰ Ŀ ϶ߴ. 忡 ǰ δ ȭ ϸ鼭 ͼ 鼭. PBR ְ ſ 3 Ĺݴ뿡 2 ɾ. 2 PBR 50% .
( 0)