ȿ ܰ濵 /=ȿ |
ݳ 20 ǻ簡 Z 'ǥְ' 6 8000 ְ 8 4000̴. ֱ 3 5 뿡 ӹ ִ ְ ϸ ̴. Ž ް, Ȳ ȭ, Ŀ帮 ϶, 뺸 ΰǰ , 3 ǻ縸 ۳ ǥ ణ 17 ۳ ߴ ϰ ִ.
ݳ 6 ǻ Ʈ SK̴н ǥ 24 , ְ 31 ۳ õ ݺ ƴ. ݳ SK̴н ְ 17 20 ̿ ̰ ִ. ǻ 11 SK̴н ǥְ Դµ, HBM ȣ ֱ Ž ߱ ȭ, Z HBM ǰ շ Ǹ鼭 Ұϴٴ . AI 䰡 ð ְ, HBM ߰ݵ ٰ ǴϿ ص ȴٸ, ǥ ø ̴.
ֳθƮ ۼ Ʈ ְ Բ ǥְ ܾ ݵ Ѵ. ǥְ 6 1 Ȥ Ⱓ ̷ ɼ ִ Ѵ. TP(Target Price) ǥϱ Ѵ. ǥְ 繫 , ȯ, ͱ, ֿ ̽ м , Ȳ ȴ. ش ɼ ø ݴ Ǹ ϴ ̴. Ư ֳθƮ ϰ ֱ ȸ縦 ص پ ġ ۿ .
ڵ ǥְ ñϴ ִ. ' ǥְ ?"̴.
ü ذ̵ ڷῡ , 3 ̻ ǻ簡 Ʈ ڽ 234 ֱ 3 'ǥ ' 1 2 47% ߴ. ǻ簡 ǥְ ְ ִ ǥ, Ŭ ְ ǥ ٴ ̴. Z 50% Ѿ, ڽż, ַ罺÷ܼ, Ե, ؿ, HSȿ÷ܼ 100% Ѿ.
̷ ġ ڽ ְڻ(PBR) 0.84, ؿ ֿ 忡 Ǿ ִٴ ϴ ǥְ ġ Ǯٴ κ̴. ̷ ǻ簡 Ͼ ǥ Ѵٴ ż, ̰ڴٸ 2017 ǥ ø ǹȭ, ̷ ʰ ִ.
忡 ǥְ Ŭ ְ ִ ؼ , ϶忡 ڽɸ پٴ ǹ̰ ִ. ϴ ǥ , 繫ǥ Ÿ ̷ Ұ ϱ ̶ , δ Ͻ ؾ ϴ ǻ 忡 ش ġ ̱ ϴ. ǥְ Ǵ ǥ ſ ϴٰ Ѵ.
ǻ Ʈ ' ǥְ' ִ. ǥ ' ݿ Ѵ'⺸ٴ ؼؼ ' Ȳ ȸ翡 ϰ ȴٸ ִ ִ ɼ' .
̱ ü ٷн(Barron's) ϸ 1 13 ǥ ְ 220, 135, 174 Ÿ. 簡 135.91̴. ǥ ְ 528, 120, 308 õǾ , 簡 394.74. 簡 ǥ ϴ ѱ , ֳθƮ ҽŲ ڽ ǰ ǥ ؽ ̸ δ. 簡 ǥ õDZ ϰ ش Ʈ ϴ ̴. , 簡 40% ̻ Ŷ 70% Ŷ ÿ ϰ ִ ̴.
츮 ƴ϶ ǻ 'ż(Buy)' ǰ Ϻ Ÿ. ȸ ۳ 12 31 17 ǻ 'ŵ' ǰ 0.1% Ұ, 14 ǻ ƿ 'ŵ' ǰ ϳ . ܱ ǻ ŵ ǰ 15% ϸ ġ ̴. ֱ ij ȭ 2 ְ ϶ߴ. ̿ ' ܿ' ̶ ǻ ġ ǥְ ߴ. ǰ ż ߴ. POSCOȦ ǥְ 49 40 20% , ǰ ż ߴ. ǥ Zڵ ǻ簡 ż ǰ ´.
ں ϸ鼭 ° м ڵ þ ְ, ֳθƮ ϴ Ʃ Ȱϰ Ȱϰ ִ Ȳ ' 㸸 ' ̷ ǻ Ʈ ڸ ̴. м ȸ ż. ż ϶ ϰ, ߰ ż ϶ Ѵ. ᱹ ǰ ǥְ ϰ Ȳ ż ϶ Ȳ ô ҿܵ ۿ ̴.
"ð ൿ ݵ å Ѵ." 2008 ۷ι ⸦ ߴ ' ' ' Ż' ٸ 'Ų (Skin in the game)' ̴. Ų ַ ȸ ū ġ ǻ ؼ å ʴ ġ, ϱ ȴ. ൿ å ȸ ؽ տ ° ȴٴ ̴.
" Ǵ ̸, Ǵ å Խù Ͻô ̿ڿ ֽϴ." ǻ Ʈ ڷ 'Ų ' ο ٴ ؾ ̴.