ͱشȭ. ֱٿ ESG 濵 ȸ å ϴ dz䰡 ڸ 鼭 ϴ . 忡 ȣȲ ȸ å Ȳ ֿ켱 ȴ.
ڵ鵵 . ڵ鵵 ᱹ Ӱɼ ͷ ߱Ѵ. ֱ ̱ ƮƮ ESG ݵ尡 پ ִٴ ̸ Ѵ. ̱ ݵ Ÿ 'Ӱɼ' 32 ݵ尡 û ̸, 5 ݵ尡 ESG ߴ. ᱹ ǽ忡 '' '' ߿ ̴.
, ͼںдɷâ
ũ . ϴ Ը ٸǷ ġ Ǵϴ ո̴. ͷ ROE(ڱںͷ) , 帧 ( ݷ) ŷ ̶ ִ.
ͷ(/) Ǵ ִ ǥ. Ȱ 1 100 ٰ ϴ ͷ 10% ȸ 50% ȸ ġ Ȯ ٸ. ͷ Ⱓ ڸ ٰ ϱ Ѵ. ġ ͷ ε ϰ ʴ´.
ROE ڱں Ÿ. ں ȿ ִ. ڱں ִ پϴ. ְ ٸ ڻ꿡 ִ. ұϰ ϴ â Ŷ Ǵ ̴. ROE ROIC(ںͷ) ڴ ͷ ٸ ںп ߴٰ ִ. ں ߴ 15% ̻ ROE ϴ ڴ ߴ.
ݷ(帧/) â Ǵ ִ. ͷ ̴ Ͱ꼭 ϱ , Ȯ Ȯϱ ƴ. ں ؾ Ѵٸ ͷ Ұϴ. 帧ǥ 帧 ں(Capex) 帧 ŭ ǴѴ. ݷ ȯ Ǿ Ӱɼ ش.
Ƽ ֽ 20
Ƽ ֽ ? Ƽ ̶ֽ ֱ 5 ͷ, ROE, ݷ 20% ȸϰ, ǥ 0.1 ̴ֽ. ͷ ϴ ͵ ߿ϴ.
ũμƮ(MSFT), (NVDA), ĺ A(GOOGL), Ÿ(META), (V), 뺸 ũ ADR(NVO), ý(ADBE), īݶ(KO), ý ý(CSCO), ػ罺 νƮ(TXN), Ƽ(ZTS), ADR(NTES), ij ų Ͽ(CNI), ƸŸ Ʈ(ANET), CSX(CSX), (MNST), (SCCO), ý(PAYX), ŰƮ ũ(KEYS), Ƽ ο ̽ (TROW) 20 Ƽ ֽ .
Ƽ ֽ 1 ũμƮ. ũμƮ ð Բ 迡 ֽ ϳ. 27(ð) ðѾ 2 8139 , 츮 3,650 Ѵ. 10 27Ⱓ õ ڵ μ ϸ (3,830 ) ū ƴ.
1 ŭ̳ Ƽ . ũμƮ ֱ 5 ͷ 39.5% ROE 39.5%. ݷ 32.1%( 12%) ̴. â źźϴٰ ִ.
5 ī ϴ ڴ ͷ 64.8%, ݷ 54.5% Ƽ ֽ ߿ . ֱ 10Ⱓ 2016 ϰ ؿ 60% ʰϴ ͷ ´. ʴ ͷ̶ 60% ߹ݴ ͷ ϰ ϰ ִ.
10Ⱓ 11% , ְ 19% ߴ. 2021 ߹ ְ Ű ϰ ִ. 迡 2025 10% ٺ ִ.
ֽ̱ '' ø
ٹ? Ƽ ֽ̱ 10 - 23.9/15
ֽ̱ '' ø
[ֽ̱] 帧 ô.. ε, 'ָ' - 23.09/12
[ֽ̱] ̱ ' '... ŷ 10 - 23.08/31
ֽ̱ '' ø
[ֽ̱] ְ .. 11 Ʈ 10 - 23.11/20
[ֽ̱] ' ȣ' ְ ɱ? 10 15 - 23.11/02
ֽ̱ '' ø
[ֽ̱] ŷ 2? 12 ǥ 5 - (3) - 23.11/27
[ֽ̱] Ʈ ?..11 ǥ 4 - 23.11/10
[ֽ̱] پѴ Ʈ - 23.09/30
ֽ̱ 'ڴ밡' ø
[ֽ̱] Ƽ ĺ 20 - 23.10/30
λֽ ã 10 Ģ..'Ƽ ڹ' - 23.10/19
'' ̽ '' ? 30 - 23.10/13
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