12 ̾̿ Ű ߴ. ̳ ְ Ű 10 ġϸ鼭 ְ 9 9,000('20 9 7 ְ) 3 ߴ. Ű ϶ϸ鼭 9 6,400 ƴ.
3 ũ þ. ǰ ̾̿ '20 704 74% þ 1,224, 62% þ 287, 63% 243 ȴ.
ְ ݵǸ鼭 ְ . ְ ߴ '20 9 7 PER 26.1, Ű 12 PER 20.3.
̾̿ ͼͿ Ʈũ IDC(Internet Data Center), IX(Internet eXchange), CDN(Contents Delivery network), Cloud ϴ ȸ. ӻ ǼƮ ũμƮ MS SPLA(Service Provider License Agreement) Ʈʽ ΰ ִ.
ֱ AI, Ÿ, Ŭ IT ȮǸ鼭 ͼ 䰡 ްϰ ð ִ. ̿ ̾̿ 5 õ ͼ ű ϸ ͼ ø ̴.
VƮ м
- 繫, ȯ
- ڷ : ġ, stockwatch.co.kr/vchart
[1]
̾̿ ֱ 10Ⱓ ߴ. 3б ȯ(ֱ 4 б ) 1,196 ְġ.
[2] ͷ
2018 20% ̻ ͷ ϰ ִ. 3б ȯ ͷ 22.3%, ͷ 19.4%.
[3] & ǰ
2018 , ǰ ϶ϰ ִ. 3б 61.7%, ǰ 16.1%.
[4] ְ &
2012 100 ȯ ְ ϰ ִ. ְ ᱹ Ѵ. ְ ų, ŸƮ ȴ. 2020 ̰ ְ ٽ , 2022 ũ ְ ڴʰ ϸ .
[5] ä &
3б ä 23.9%, 355.2%. ä 100% , 100% ̸̻ ϴٰ ִ.
[6] Ա & Ա
3б Ա(ڹä) 193 ڻ 8.7% ϰ ִ. Ա پ .
[7] ڻ걸
̾̿ ڻ ں>ڱں>ڻ . ش ڻ걸 ̸鼭 ŷ Ư¡̴.
[8] ں
̾̿ ں () ǰ ִ. ڱں+() ϰ ڱ ʿ Ͽ (ں+ں) ܽ þ. ڱں () ϴ (ں+ں) ϴ Ư¡ .
[9] 帧
帧(FCF) ų 10% ̻ ϰ ִ. 帧 ͷ ̰ ǥ, ǥ 10% Ѵ 帧 â پ ִ.
[10] PER(ְ)
ֱ 10Ⱓ ̾̿ PER 8.3~27.8 . PER 20.3 ܿ ġѴ. ְ ʴ 73% PER ´.
( 0)