• ġ, ߱  ַ
  • 20240125_ũ_
  • 20240123_ũ_繫ǥ
  • 20240117_ũ_ǿƮ
  • 20240112_ũ_ֽİġ
  • 20240108_ũ_ι
  • 20240103_ũ_ȸ繫ǥ
  • 20231229_ũ_ġڴ¿Ǵ
  • 20231222_ũ_λ

home ֽ м

[ĸ VƮ] ̾̿, IDC ...

| 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% .








ƮƮ ũα (1) ֱֱ(0)
:
|

 Ѹ ( 0)

ϴ. ù° ּ.

* HTML ± Ͻ ϴ.

Է

Powered by Stockwatch


03 / 28 15 : 31

̾̿ 093320

95,200 2,900 , 3.14 %

ֽMRI м

ڸŷµ
̼ onoffoffoffoff

17

/ 25

 ononononon
繫 ononononoff
 强 ononononoff
 â onononoffoff
* ֽMRI 췮 : ּ 15 ̻
* 3 ̸ м Ⱓ   ª Ϻ ٸ ֽϴ.
20240112_ũ_ֽİġ20240125_ũ_

츮-