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ํ•˜๋‚˜ SK ์นด๋“œ๋Š” ํ•˜๋‚˜์€ํ–‰์ด 51%์˜ ์ง€๋ถ„์„ ๊ฐ€์ง€๊ณ  ์žˆ์œผ๋ฉฐ, SKํ…”๋ ˆ์ฝค์ด ๋‚˜๋จธ์ง€ 49%๋ฅผ ๊ฐ€์ง€๊ณ  ์žˆ๋‹ค.
1
๊ฒฝ๋ถ ์•„ํŒŒํŠธ๊ฐ’ 2์ฃผ๊ฐ„ 0.04% ํ•˜๋ฝ
0
์ผ€์ด์— ๋”๋ธ”์œ ๋Š” ํžˆ๋‹ค์ฐŒ์™€ ์‚ผ์„ฑ์ „์ž์— ๊ธฐ์ง€๊ตญ์šฉ ์žฅ๋น„๋ฅผ ๊ณต๊ธ‰ํ•˜๊ณ  ์žˆ๊ธฐ ๋•Œ๋ฌธ์— KDDI์˜ ๋„คํŠธ์›Œํฌ ํˆฌ์ž ์ผ์ •์ด ํ™•์ •๋˜๋ฉด ๋ชจ๋ฐ”์ผ ์™€์ด๋งฅ์Šค ๊ด€๋ จ ๋งค์ถœ์ด ์ถ”๊ฐ€๋กœ ๋ฐœ์ƒํ•  ๊ฐ€๋Šฅ์„ฑ์ด ๋†’๋‹ค.
1
๊ฐค๋Ÿญ์‹œ๋…ธํŠธ7 ๊ด€๋ จ ์ง์ ‘๋น„์šฉ ๋ฐ ์†์‹ค์€ ์‚ผ์„ฑ์ „์ž 3Q16 ์‹ค์ ์— ๋ชจ๋‘ ๋ฐ˜์˜๋˜์—ˆ์ง€๋งŒ 4Q16 ์‹ค์ ์— ๋‹จ์ข…์— ๋”ฐ๋ฅธ ๊ธฐํšŒ์†์‹ค, ์ด๋ฏธ์ง€ํƒ€๊ฒฉ์— ๋”ฐ๋ฅธ ๋‹ค๋ฅธ ๊ฐค๋Ÿญ์‹œ์‹œ๋ฆฌ์ฆˆ ํŒ๋งค ์˜ํ–ฅ ๋“ฑ ์—ฌ์ง„์€ ๋‚จ์•„ ์žˆ๋‹ค.
0
์ „๋ฐ˜์ ์ธ ๋‚ด์ˆ˜ ์ฑ„๋„์ด ์ค‘๊ตญ์ธ ๊ด€๊ด‘๊ฐ ์†Œ๋น„ ๋ถ€์žฌ๋ฅผ ํ”ผํ•ด๊ฐ€๊ธฐ๋Š” ์–ด๋ ค์šด ๊ฒƒ์œผ๋กœ ๋ณด์—ฌ ์•„๋ชจ๋ ˆํผ์‹œํ”ฝ์˜ 1Q17 ๊ตญ๋‚ด ๋งค์ถœ์€ ๋‚ฎ์€ ํ•œ์ž๋ฆฟ์ˆ˜ ๋‚ด์—์„œ ์—ญ์‹ ์žฅ ํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒํ•˜๋ฉฐ, ์ด์ต ๊ธฐ์—ฌ๊ฐ€ ๋†’์•˜๋˜ ์œ ํ†ต์ฑ„๋„์˜ ๋ถ€์ง„์œผ๋กœ ๊ตญ๋‚ด ์˜์—…์ด์ต ๊ฐœ์„ ๋„ ์ œํ•œ์ ์ผ ๊ฒƒ์œผ๋กœ ์ „๋งํ•œ๋‹ค.
0
๋Ÿฐ๋˜, ์—๋”˜๋ฒ„๋Ÿฌ ๋“ฑ์—์„œ ๋งŒ๋‚œ 10์—ฌ๊ฐœ ์œ ๋Ÿฝ์ง€์—ญ ๊ธฐ๊ด€ํˆฌ์ž๊ฐ€๋Š” ๋Œ€๋ถ€๋ถ„ ๊ตญ๋‚ด ์ œ์•ฝ์—…๊ณผ ๋™์•„์ œ์•ฝ์— ๋Œ€ํ•ด ์ž์„ธํžˆ ๋ชจ๋ฅด๋Š” ํŽธ์ด๋ผ ์†Œ๊ฐœํ•˜๋Š”๋ฐ ๋งŽ์€ ๋น„์ค‘์„ ๋‘์—ˆ๋‹ค.
1
์‹ค์  ๊ฐœ์„ ์„ ๊ณ ๋ คํ•˜์—ฌ ์‚ผ์„ฑํ…Œํฌ์œˆ 08๋…„ ์˜์—…์ด์ต๊ณผ ์ˆœ์ด์ต์„ ๊ฐ๊ฐ 2.4%, 9.4% ์ƒํ–ฅ ์กฐ์ •ํ•œ๋‹ค<ํ‘œ2 ์ฐธ์กฐ>. 2๋ถ„๊ธฐ ๋””์นด ์‚ฌ์—…๋ถ€๋ฌธ ํ‘์ž ์ „ํ™˜. 1๋ถ„๊ธฐ ๋Œ€๋น„ 239์–ต์› ์ฆ๊ฐ€ ํšจ๊ณผ ๋ฐœ์ƒ 1๋ถ„๊ธฐ ๋ถ€์ง„ํ–ˆ๋˜ ๋””์ง€ํ„ธ ์นด๋ฉ”๋ผ ์‚ฌ์—…์˜ ์‹ค์  ๊ฐœ์„ ์ด ์ง„ํ–‰๋˜๊ณ  ์žˆ๋‹ค.
2
๊ฐœ์†Œ์„ธ ์ธํ•˜ ์ข…๋ฃŒ๋กœ ์ธํ•œ ๋‚ด์ˆ˜ ๋ถ€์ง„์œผ๋กœ ๊ตญ๋‚ด ์ถœํ•˜๊ฐ€ 6% (YoY) ๊ฐ์†Œํ–ˆ๊ณ (๋‚ด์ˆ˜/์ˆ˜์ถœ -17%/+3% (YoY)), ์ƒ์‚ฐ์ผ์ˆ˜ ๊ฐ์†Œ๋กœ ์ธํ•ด ๋ฏธ๊ตญ/์ฒด์ฝ”/๋Ÿฌ์‹œ์•„ ๊ณต์žฅ์˜ ์ถœํ•˜๋Š” 14%/5%/14% (YoY) ๊ฐ์†Œํ–ˆ๋‹ค.
0
2๋ถ„๊ธฐ์˜ ๊ฒฝ์šฐ ํœด์ผ์Šค๋Š” ์ฃผ์š” ๊ณ ๊ฐ์‚ฌ์ธ ํ•œ๊ตญํ™”์ธ์ผ€๋ฏธ์นผ๊ณผ ๋™์–‘์ œ์ฒ ํ™”ํ•™์˜ ์ •๊ธฐ ๋ณด์ˆ˜๋กœ ์ธํ•ด ํ†ต์ƒ์ ์œผ๋กœ ๊ฐ€๋™๋ฅ ์ด ๋‘”ํ™”๋˜๊ณ  ์‹ค์ ์ด ๊ทธ๋‹ค์ง€ ์ข‹์ง€ ์•Š์•˜์Œ์„ ๊ฐ์•ˆํ•˜๋ฉด ์ด๋ก€์ ์ธ ์‹ค์  ์ฆ๊ฐ€์„ธ๋‹ค
1
์ˆ˜์€ ๋“ฑ 10๊ฐœ ๊ณต๊ณต๊ธฐ๊ด€ ์นด๋“œ์‚ฌ ์ง€์›๋ฐ›์•„ ์ง์› ํ•ด์™ธ์—ฌํ–‰
1
๊ธ€๋กœ๋ฒŒ ์ „ํ•ด์งˆ ๋ฐธ๋ฅ˜์ฒด์ธ๊ณผ ์ „์ง€์—…์ฒด ๋ชจ๋‘ ์ˆ˜์š” ๊ธ‰์ฆ์— ๋”ฐ๋ฅธ ๊ณต๊ธ‰ ๋ถ€์กฑ์˜ ์žฅ๊ธฐํ™”๋ฅผ ์˜ˆ์ƒํ•˜๊ณ  ์žˆ์–ด ์ฆ์„ค๊ณผ ๊ณต๊ธ‰ ๊ณ„์•ฝ์„ ๋™์‹œ์— ๋งบ๊ณ  ์žˆ๋‹ค.
1
ํ˜„๋Œ€๋ฏธํฌ์กฐ์„  2์ฒœ์–ต์› ์„์œ ํ™”ํ•™์ œํ’ˆ ์šด๋ฐ˜์„  6์ฒ™ ์ˆ˜์ฃผ
2
์ง€๋‚œ๋‹ฌ ํ•œ๊ตญ ์ฐพ์€ ์™ธ๊ตญ์ธ ๊ด€๊ด‘๊ฐ 110๋งŒ๋ช…โ€ฆ์ „๋…„๋ณด๋‹ค 15.6%์ƒ์Šน
2
์ „๋ฐ˜์ ์ธ ์ŠคํŒŸ ๊ฐ€๊ฒฉ ํ•˜๋ฝ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ์ƒ์‚ฐ๋ฌผ๋Ÿ‰ ํ™•๋Œ€๋กœ ํด๋ฆฌ์‹ค๋ฆฌ์ฝ˜ ๋ถ€๋ฌธ์˜ ์‹ค์ ์€ ์ง€์†์ ์œผ๋กœ ๊ฐœ์„ ๋  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋œ๋‹ค.
2
3๋ถ„๊ธฐ ๋ฏธ๊ตญ๊ณผ ์ผ๋ณธ ๋“ฑ์˜ ํ‰๊ท  ๋งค์ถœ์ˆœ์œ„๋Š” 2๋ถ„๊ธฐ๋Œ€๋น„ ๋ถ„๋ช…ํ•œ ํ•˜๋ฝ์„ธ๋ฅผ ๋ณด์˜€์œผ๋‚˜ ํ•œ๊ตญ์˜ ๋งค์ถœ์ˆœ์œ„ ์ƒ์Šน ๋ฐ ๋ถ„๊ธฐ ๋ง‰๋ฐ”์ง€ ''ํ˜ธ๋ฌธ์ฟจ๋ฃจ์Šค'' ์—…๋ฐ์ดํŠธ์— ๋”ฐ๋ฅธ ์ „๋ฐ˜์ ์ธ 9์›” ์„ฑ๊ณผ ๊ฐœ์„ ์œผ๋กœ ๋งค์ถœ์€ 2๋ถ„๊ธฐ ์ˆ˜์ค€์„ ์œ ์ง€ํ•  ๊ฒƒ์œผ๋กœ ํŒ๋‹จ๋œ๋‹ค.
0
ํ•œ๋ผ๊ณต์กฐ์˜ 1๋ถ„๊ธฐ ์‹ค์ ์—์„œ ํ˜„๋Œ€์ฐจ ํ–ฅ ๋งค์ถœ ๊ฐ์†Œ์— ๋Œ€ํ•œ ์šฐ๋ ค๋Š” ์ด๋ฏธ ์˜ˆ์ƒ๋œ ์ˆ˜์ค€์ด์—ˆ์œผ๋‚˜, Chrysler, Ford ๋ฐ AutoVaz(๋Ÿฌ์‹œ์•„ ๋กœ์ปฌ ์™„์„ฑ์ฐจ ์—…์ฒด)์— ๋Œ€ํ•œ ์ง์ˆ˜์ถœ ๊ฐ์†Œ ์šฐ๋ ค๊ฐ€ ํ˜„์‹คํ™” ๋˜์—ˆ๊ธฐ ๋•Œ๋ฌธ์ด๋‹ค.
1
์ธํ„ฐํŒŒํฌ๋Š” 16๋…„์— ํˆฌ์–ด ๋ถ€๋ฌธ์˜ ์ „๋žต ์‹คํŒจ์™€ ๋„์„œ/์‡ผํ•‘๋ถ€๋ฌธ์˜ ์‹ค์  ์•…ํ™”๋กœ ํˆฌ์ž์ž๋“ค์˜ ์‹ ๋ขฐ๋ฅผ ์ƒ๋‹นํžˆ ์žƒ์—ˆ๋‹ค.
0
ํ˜„๋Œ€์—”์ง€๋‹ˆ์–ด๋ง์€ 01~08๋…„๊นŒ์ง€ ์—ฐํ‰๊ท  35.7%์˜ ๊ณ ์„ฑ์žฅ์„ธ ์œ ์ง€ ํ˜„๋Œ€์—”์ง€๋‹ˆ์–ด๋ง์€ 01~08๋…„๊นŒ์ง€ ์—ฐํ‰๊ท  35.7%์˜ ๊ณ ์„ฑ์žฅ์„ธ๋ฅผ ์œ ์ง€ํ•˜๊ณ  ์žˆ๋‹ค.
2
KOSPI ๋Œ€๋น„ ์ฃผ๊ฐ€ ํ•˜๋ฝํญ ๊ณผ๋Œ€, ํ˜„์ฃผ๊ฐ€๋Š” ๋‘๋ ค์›€์„ ๊ฐ–์„ ํ•„์š”๊ฐ€ ์—†๋Š” ์ˆ˜์ค€ ์ด์ฒ˜๋Ÿผ ์˜ˆ์ƒ์น˜๋ฅผ ๋›ฐ์–ด๋„˜๋Š” ์‹ค์  ๋‹ฌ์„ฑ ์ „๋ง์—๋„ ๋ถˆ๊ตฌ, ์ง€๋‚œ ์—ฐ๋ง ์ดํ›„ ๋™์‚ฌ ์ฃผ๊ฐ€ ํ•˜๋ฝํญ์€ 22.3%์— ๋‹ฌํ•ด KOSPI ํ•˜๋ฝ์œจ 17.0% ๋Œ€๋น„ 5% ์ด์ƒ ์ดˆ๊ณผํ•˜๋ฝํ•œ ์ƒํ™ฉ์ด๋‹ค.
2
๋™์•„์—์Šคํ‹ฐ ์‹ค์  ๋ถ€์ง„์˜ ์ฃผ๋œ ์›์ธ์€ ์ฃผ๋ ฅํ’ˆ๋ชฉ์ธ ์Šคํ‹ฐ๋ Œ์•ฝ๊ฐ€์ธํ•˜์— ๋”ฐ๋ฅธ ์˜ํ–ฅ์œผ๋กœ ๊ฐ€๊ฒฉ์ด ์ธํ•˜๋˜๋ฉด์„œ ์›๊ฐ€์œจ์ด ๊ธ‰๊ฒฉํ•˜๊ฒŒ ์ฆ๊ฐ€ํ–ˆ๊ณ  3๋ถ„๊ธฐ ์—”ํ™”๊ฐ•์„ธ์˜ ์˜ํ–ฅ์œผ๋กœ ์ผ๋ณธ์—์„œ ์ˆ˜์ž…ํ•˜๋Š” ์›๋ฃŒ๊ฐ€๊ฒฉ์ด ๋†’๊ฒŒ ๋ฐ˜์˜๋˜๋ฉด์„œ ์ œ์กฐ์›๊ฐ€๊ฐ€ ์˜ฌ๋ผ๊ฐ„ ๋ฐ ๊ธฐ์ธํ•œ๋‹ค.
0
์‹œ์žฅ์—์„œ๋Š” LG๋””์Šคํ”Œ๋ ˆ์ด์˜ CEO ๊ฐ„๋‹ดํšŒ์—์„œ ์ค‘๋Œ€ ๋ฐœํ‘œ๊ฐ€ ์žˆ์„ ๊ฒƒ์œผ๋กœ ๊ธฐ๋Œ€ํ•˜์˜€์œผ๋‚˜, ๋†’์€ ๊ธฐ๋Œ€์— ๋น„ํ•ด ๊ตฌ์ฒด์ ์ธ ํ•ด๊ฒฐ์ฑ…์ด ๋ฐœํ‘œ๋˜์ง€๋Š” ์•Š์•˜๋‹ค.
1
ํ•ด์šด ์œ„๊ธฐ ์šฉ์„ ๋ฃŒ ์ธํ•˜ยทํ•ฉ๋ณ‘์œผ๋กœ ํ•ด๊ฒฐ๋  ๋ฌธ์ œ ์•„๋ƒ
0
์˜์—…์™ธ์ˆ˜์ง€์—์„œ ํ•˜์ดํˆฌ์ž์ฆ๊ถŒ ์˜์—…๊ถŒ ์†์ƒ 1,106์–ต์›๊ณผ ํ˜„๋Œ€์˜ค์ผ๋ฑ…ํฌ ์žฌ์„ธ๊ธˆ๋น„์šฉ 500์–ต์› ๊ทธ๋ฆฌ๊ณ  ๋ฐ˜์ž ์ˆ˜์‹์‹œ์ถ”์„  2์ฒ™ 397์–ต์› ์ถ”๊ฐ€ ์†์ƒ ๋ฐ ํ™˜๊ด€๋ จ ์†์‹ค 3,600์–ต์› ๋“ฑ์œผ๋กœ DGB๊ธˆ์œต์ง€์ฃผ์˜ ๋‹น๊ธฐ์ˆœ์†์ต์€ ์ ์ž์ „ํ™˜ํ•˜์˜€๋‹ค.
1
์…‹์งธ, ์—์Šค์—ํ”„์—์ด๋Š” ์•„์‚ฐ ์ปดํ”Œ๋ ‰์Šค, ์ฐฝ์› ์‚ฌ์—…์žฅ ํ™•๋ณด ๋“ฑ์„ ํ†ตํ•ด ๋Œ€๊ทœ๋ชจ ์‚ฌ์—…์žฅ์„ ๊ฑด์„คํ•˜๊ฒ ๋‹ค๋Š” ๊ณ„ํš์„ ๋ฐœํ‘œํ•˜์˜€๋‹ค.
2
๋‘์‚ฐ๋ฐฅ์บฃ ์ƒ์žฅ์ด ํšจ์žโ€ฆ์ตœ์„ ํ˜ธ ์ง€์ฃผํšŒ์‚ฌ
2
ํŠน์ง•์ฃผ ํ•œ์ง„ํ•ด์šดยทํ˜„๋Œ€์ƒ์„  ํ•ฉ๋ณ‘์„ค์— ๋™๋ฐ˜ ์ƒ์Šน์ข…ํ•ฉ
2
์ตœ๊ทผ ๊ธ‰๊ฒฉํ•œ LCD ์—…ํ™ฉ ์•…ํ™”์— ๋น„ํ•ด ๋„คํŒจ์Šค์˜ ์‹ค์ ์€ ๋งค์šฐ ๊ฒฌ์กฐํ•œ ๊ฒƒ์œผ๋กœ ๋‚˜ํƒ€๋‚˜๊ณ  ์žˆ๋‹ค.
1
๋ชจํšŒ์‚ฌ ํ•œ์ „์˜ ์‹ค์ ์€ ๋งค์ถœ์•ก 7์กฐ 2,954์–ต์›(+6.6% yoy), ์˜์—…์ด์ต -3,692์–ต์›(์ ์ž์ถ•์†Œ), ์„ธ์ „์ด์ต 509์–ต์›(ํ‘์ž ์ „ํ™˜)์„ ๊ธฐ๋กํ•  ์ „๋ง์ด๋‹ค.
2
1๋ถ„๊ธฐ ์„ผํ‹ฐ๋ฉ˜ํƒˆ ์•…ํ™”์™€๋Š” ๋‹ฌ๋ฆฌ ๋ฐฑํ™”์  ๋งค์ถœ์ฆ๊ฐ€์„ธ๋Š” 1๋ถ„๊ธฐ ๋‚ด๋‚ด (+) ์ฆ๊ฐ€์œจ์„ ์œ ์ง€ํ–ˆ๋Š”๋ฐ ์†Œ๋น„์–‘๊ทนํ™”์ถ”์„ธ์™€ ํ•ด์™ธ์†Œ๋น„ ์ฆ๊ฐ€์„ธ ๋‘”ํ™”๋กœ ๋ช…ํ’ˆ, ์žกํ™” ๋งค์ถœ์ด ํ˜ธ์กฐ๋ฅผ ๊ธฐ๋กํ•œ ๊ฒƒ์œผ๋กœ ์ถ”์ •๋œ๋‹ค.
2
๋Œ€๊ทœ๋ชจ ์žฅ๊ธฐ ์ˆ˜์ถœ๊ณ„์•ฝ์€ ์ œ๋„ค๋ฆญ์‹ ์ œํ’ˆ ๊ณต๋ฐฑ๊ธฐ์˜ ๊ตฌ์›ํˆฌ์ˆ˜ ๋™์‚ฌ๋Š” 2๋…„์— ๊ฑธ์ณ 3์–ต๋‹ฌ๋Ÿฌ ์ด์ƒ์˜ ์žฅ๊ธฐ ์ˆ˜์ถœ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ–ˆ๋Š”๋ฐ, ์ˆ˜์ถœํ’ˆ๋ชฉ์ด ๋…์ž๊ฐœ๋ฐœ ์™„์ œํ’ˆ์ด๋ผ๋Š” ์ ์— ํฐ ์˜๋ฏธ๋ฅผ ๋‘˜ ์ˆ˜ ์žˆ๋‹ค.
2
์‹ ์„ธ๊ณ„ํ‘ธ๋“œ์˜ ์˜์—…์ด์ต์ด ์ „๋…„๋Œ€๋น„ 14.6% ๋Š˜์–ด๋‚˜๋Š” ๋“ฑ ๊ตญ๋‚ด ์žํšŒ์‚ฌ๋Š” ๊ฒฌ์กฐํ•œ ์‹ค์ ์„ ์ด์–ด๊ฐ„ ๋ฐ˜๋ฉด, ์ค‘๊ตญ ์ด๋งˆํŠธ๋Š” ๋‚ฎ์€ ์˜์—… ํšจ์œจ์„ฑ์œผ๋กœ ์ „๋ถ„๊ธฐ์™€ ์œ ์‚ฌํ•œ 150์–ต์›์˜ ์†์‹ค(์—ฐ๊ฐ„ ๊ธฐ์ค€ 590์–ต)์„ ์‹œํ˜„ํ–ˆ๋‹ค.
2
์‚ผ์„ฑ์ „์ž๋ฅผ ์ œ์™ธํ•œ ๋…ธํ‚ค์•„, ๋ชจํ† ๋กœ๋ผ, ์†Œ๋‹ˆ์—๋ฆญ์Šจ์˜ ํ•ธ๋“œ์…‹ ํŒ๋งค ์ˆ˜๋Ÿ‰์ด ๊ฐ๊ฐ 6.8%, 27.1% 16.1% ๊ฐ์†Œํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋˜๋Š” ๊ฒƒ์— ๋น„ํ•˜๋ฉด ๋†€๋ผ์šด ์ˆ˜์น˜์ด๋‹ค.
0
๊ตญ๋‚ด ์ฃผ์‹ํ˜• ํŽ€๋“œ 8์ผ ๋งŒ์— ์ž๊ธˆ ์ˆœ์œ ์ถœ
0
๊ธˆํ˜ธํƒ€์ด์–ด ์˜ˆ๋น„์ž…์ฐฐ์— ๋ฐ•์‚ผ๊ตฌ ํšŒ์žฅ ๋ถˆ์ฐธ
1
์˜์—…์ด์ต ์ฆ๊ฐ€์œจ์€ ์ „๋…„๋™๊ธฐ๋Œ€๋น„ 8.3% ๊ฐ์†Œํ–ˆ์„ ๊ฒƒ์œผ๋กœ ์ถ”์ •๋˜๋Š”๋ฐ, ํ•ฉ๋ณ‘์— ๋”ฐ๋ฅธ ํšŒ๊ณ„์กฐ์ •์œผ๋กœ ํ•ด์™ธ๋ฒ•์ธ์˜ ๋ฏธ์‹คํ˜„์ด์ต์ œ๊ฑฐ(์•ฝ 300์–ต์›) ๋ฐœ์ƒ๊ณผ ํ˜„๋Œ€๊ธฐ์•„์ฐจ์˜ ๋ถ€์ง„์— ๋”ฐ๋ฅธ ํ•ด์™ธ๋ฒ•์ธ ์ˆ˜์ต์„ฑ ์•…ํ™”๊ฐ€ ๋ถˆ๊ฐ€ํ”ผ ํ–ˆ์„ ์ „๋ง์ด๋‹ค.
0
์‹ ์‚ฌ์—…์œผ๋กœ๋Š” โ‘  ์ด๋ฏธ ๋ณธ ๊ถค๋„์— ์˜ฌ๋ผ ์‹œ์žฅ ์ ์œ ์œจ 1์œ„๋ฅผ ๋‹ฌ์„ฑํ•œ MEET, DEET ๊ต์œก ์‚ฌ์—…๊ณผ โ‘ก ์˜ฌํ•ด ์ดˆ ์‹œ์ž‘ํ•œ ์ดˆ๋“ฑํ•™๊ต ๊ณ ํ•™๋…„ ์˜จ๋ผ์ธ๊ต์œก์ด ์žˆ์œผ๋ฉฐ, ํ–ฅํ›„์—๋Š” โ‘ข ์ค‘ํ•™๊ต ์˜คํ”„๋ผ์ธ ํ•™์›, โ‘ฃ ์œ ์ดˆ๋“ฑ ์˜์–ด ๊ต์œก ๋“ฑ์ด ์žˆ๋‹ค.
2
์‚ผ์„ฑ์ „์ž ์‚ผ์„ฑ์ƒ๋ช…๊ณต์ต์žฌ๋‹จ์— 953์–ต ์ฆ์—ฌ
1
์‚ผ์„ฑ์ „์ž๋Š” ์šฐ๋ฆฌ๊ฐ€ ์ถ”์ •ํ–ˆ๋˜ 7์กฐ์› ์˜์—…์ด์ต์„ ์ƒํšŒํ–ˆ๋Š”๋ฐ, ์ด๋Š” IM์€ ์˜ˆ์ƒ์ˆ˜์ค€์—์„œ ๋ถ€์ง„ํ–ˆ์ง€๋งŒ ๋ฐ˜๋„์ฒด, DP(๋””์Šคํ”Œ๋ ˆ์ด), CE ๋ชจ๋‘ ๊ธฐ๋Œ€ ์ด์ƒ์˜ ์‹ค์ ์„ ๊ธฐ๋กํ–ˆ๊ธฐ ๋•Œ๋ฌธ์ด๋‹ค.
2
LG์ƒ์‚ฌ 2๋ถ„๊ธฐ ์˜์—…์ต 544์–ต์›โ€ฆ39% ์ฆ๊ฐ€
2
ํ•œ์€ ์ข…๋ถ€์„ธ ๊ฐœํŽธ ์ง‘๊ฐ’ยท๊ฑด์„คํˆฌ์ž ์˜ํ–ฅ ํฌ์ง€ ์•Š์„ ๋“ฏ
1
๋งˆ์ผ์Šคํ†ค์ด ํ•ด๊ฒฐํ•ด ์ค„ 4Q16 ์ดํ›„๋ฅผ ๊ธฐ๋Œ€ํ•˜๋ฉฐ ํ•œ๋ฏธ์•ฝํ’ˆ Buy ์œ ์ง€: ๋ฒ ๋ง๊ฑฐ์ธ๊ฒ”ํ•˜์ž„๊ณผ์˜ ๊ธฐ์ˆ ๊ณ„์•ฝ ํ•ด์ง€์ดํ›„ 34%๋‚˜ ํ•˜๋ฝํ•œ ์ฃผ๊ฐ€์™€ ์‹ค์ ์˜ ์ „๋…„๋Œ€๋น„ ๋ถ€์ง„์€, 4Q16 ์ดํ›„ ๊ธฐ์ˆ˜์ถœํ•œ ํŒŒ์ดํ”„๋ผ์ธ ์ž„์ƒ๊ฐœ์‹œ์™€ ๋งˆ์ผ์Šคํ†ค ์œ ์ž…์œผ๋กœ ํ•ด๊ฒฐ๋  ๊ฒƒ์œผ๋กœ ๊ธฐ๋Œ€ํ•œ๋‹ค.
2
KB๊ธˆ์œต์ด 3๋ถ„๊ธฐ ์ˆœ์ด์ต์„ ๋Œ€๊ทœ๋ชจ ์ ์ž๋กœ ์ „ํ™˜์‹œํ‚จ ์›์ธ์€ ์ž”์—ฌ PF ๋ฐ ๊ธˆํ˜ธ๊ด€๋ จ exposure์— ๋Œ€ํ•œ ์ถฉ๋‹น๊ธˆ ์ ๋ฆฝ๊ณผ ํ‡ด์ง์—ฐ๊ธˆ ๋„์ž…์— ๋”ฐ๋ฅธ ๋ณด์ƒ๊ธˆ ๋“ฑ ์ผํšŒ์„ฑ ๋น„์šฉ ๋•Œ๋ฌธ์ด๋‹ค.
0
์ง€์ฃผ์‚ฌ ์ „ํ™˜ ๋ฏธ์™„๋ฃŒ์™€ ์ง€์ƒํŒŒ ๋ฐฉ์†ก์‚ฌ์— ๋Œ€ํ•œ ์˜์กด๋„๊ฐ€ ๋†’๊ณ  ์ž๋ฆฝ์ ์ธ ๊ธฐ๋ฐ˜์„ ๋งˆ๋ จํ•˜๊ธฐ ์œ„ํ•ด ์ดˆ๊ธฐ ๋Œ€๊ทœ๋ชจ ํˆฌ์ž๊ฐ€ ๋ถˆ๊ฐ€ํ”ผํ•˜๋‹ค๋Š” ์ ์—์„œ ๋‹จ๊ธฐ์ ์œผ๋กœ๋Š” SBS๋ณด๋‹ค ๋ถˆ๋ฆฌํ•œ ์ ์ด ์žˆ์„ ์ „๋ง์ด๋‹ค.
1
ํ•˜๋‚˜๊ธˆ์œตํˆฌ์ž์˜ ๊ณ„์‚ฐ์— ์˜ํ•˜๋ฉด, 2017๋…„ ๊ณ ๋ฌด ํˆฌ์ž…๊ฐ€๊ฒฉ์ด 15% ์ƒ์Šนํ•˜๋ฉด ์˜์—…์ด์ต๋ฅ ์— -2.4%p๋งŒํผ ๋ถ€์ •์  ๊ธฐ์—ฌ๋ฅผ ํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒํ•œ๋‹ค(๋ฌผ๋Ÿ‰/ํŒ๊ฐ€/๊ธฐํƒ€๋น„์šฉ ๋™์ผ ์กฐ๊ฑด). 2017๋…„ ์ƒ๋ฐ˜๊ธฐ์—๋Š” ํˆฌ์ž…๋‹จ๊ฐ€ ์ƒ์Šน์— ๋”ฐ๋ฅธ ์ˆ˜์ต์„ฑ ๋‘”ํ™”, ๊ทธ๋ฆฌ๊ณ  ํ•˜๋ฐ˜๊ธฐ ํŒ๊ฐ€ ์ธ์ƒ์„ ํ†ตํ•œ ๋ณด์ „์„ ์ „๋ง ์ค‘์ด๋‹ค.
1
2H15์— ์ˆ˜์ฃผ๊ฐ€ ๋งŽ์ด ๋Š˜์—ˆ๋˜ ์ผ๋ถ€ ์Šคํฌ์ธ ์›จ์–ด์˜ ์˜ค๋”๊ฐ€ ํฌ๊ฒŒ ์ฆ๊ฐ€ํ•˜์ง€ ๋ชปํ•˜๋Š” ๊ฒƒ์œผ๋กœ ๋ณด์ด๋ฉฐ, ๋งค์ถœ์˜ ์•ฝ 4%๋ฅผ ์ฐจ์ง€ํ–ˆ๋˜ ์—์–ด๋กœํฌ์Šคํ…Œ์ผ์ด ํŒŒ์‚ฐํ•˜๋ฉด์„œ ๋งค์ถœ ๊ฐ์†Œํญ์ด ์ปธ๋˜ ๊ฒƒ์œผ๋กœ ๋ณด์ธ๋‹ค.
0
์ฆ๊ถŒ์ฃผ ์ฆ์‹œ ์ƒ์Šน ํ๋ฆ„ ์žฌ๊ฐœ์— ๋™๋ฐ˜ ๊ฐ•์„ธ
2
์นด์นด์˜คํŽ˜์ด์ง€ 15์ผ ๊ฑฐ๋ž˜์•ก 10์–ต ๋„˜์–ดโ€ฆํ•˜๋ฃจ ์ตœ๊ณ  ๊ธฐ๋ก
2
๋™ ์‚ฌ์—…์€ GS๊ฑด์„ค์ด ์ž์ฒด ์ž๊ธˆ๊ณผ ํ˜„์ง€ ์€ํ–‰์˜ ์ฐจ์ž…์„ ํ†ตํ•˜์—ฌ ๊ฑด์„คํ•˜๊ณ , ๋™ ๊ณต์‚ฌ์˜ ๋Œ€๊ฐ€๋กœ ๋‚˜๋ฒ  ์‹ ๋„์‹œ ๋ถ€์ง€ 102๋งŒํ‰์— ๋Œ€ํ•œ ์‚ฌ์šฉ๊ถŒ์„ ํš๋“ํ•˜๋Š” ํ”„๋กœ์ ํŠธ์ž„.
1
์‚ผ์„ฑ๋””์Šคํ”Œ๋ ˆ์ด 7-1 ๋ผ์ธ์˜ ๊ฐ€๋™ ์ค‘๋‹จ์œผ๋กœ 40์ธ์น˜๋Œ€ TV ํŒจ๋„ ๊ฐ€๊ฒฉ ์ƒ์Šน์„ธ๊ฐ€ 1๋ถ„๊ธฐ์—๋„ ์ง€์†๋  ๊ฒƒ์ด๋ผ๋Š” ์ผ๋ถ€ ์˜๊ฒฌ๋„ ์žˆ์ง€๋งŒ, ํ•˜๋‚˜๊ธˆ์œตํˆฌ์ž๋Š” ์ƒ์Šน์„ธ ์ง€์†๋ณด๋‹ค๋Š” ํ˜„ ์ˆ˜์ค€์„ ์œ ์ง€ํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒํ•œ๋‹ค.
1
ํ˜„๋Œ€ํ•ด์ƒ์˜ ์ž๋™์ฐจ๋ณดํ—˜ ์†ํ•ด์œจ์€ ๋ณดํ—˜๋ฃŒ ์ธ์ƒํšจ๊ณผ๋กœ ์ง€์†์ ์œผ๋กœ ํ•˜๋ฝํ•˜์—ฌ 2002๋…„ ์›”๋“œ์ปต ๊ธฐ๊ฐ„ ์ดํ›„ ์ตœ์ €์ˆ˜์ค€ ๊นŒ์ง€ ํ•˜๋ฝํ•˜์˜€๋‹ค.
2
SKํ…”๋ ˆ์ฝค์˜ ์‹ค์  ๋ถ€์ง„ ์‚ฌ์œ ๋Š” 1) ์„ธ์ปจ๋””๋ฐ”์ด์Šค ์ฆ๊ฐ€๋กœ ๊ฐ€์ž…์ž๊ฐ€ ํ˜ธ์กฐ ์–‘์ƒ์„ ๋ณด์˜€์ง€๋งŒ ARPU๋Š” ํ•˜๋ฝ(-2.1% YoY, -0.8% QoQ)ํ•ด ์ด๋™์ „ํ™”๋งค์ถœ์•ก์ด ์ „๋…„๋™๊ธฐ๋น„ 1% ๊ฐ์†Œํ•˜์˜€๊ณ , 2) ์ „๋ถ„๊ธฐ๋น„ SKํ”Œ๋ž˜๋‹› ์ ์ž ํญ์ด ์ถ•์†Œ๋˜๊ธด ํ–ˆ์ง€๋งŒ ์—ฌ์ „ํžˆ ๋†’์€ ์ปค๋จธ์Šค ์‹œ์žฅ ๊ฒฝ์Ÿ ๊ฐ•๋„๋กœ ์ธํ•ด ์ „๋…„๋™๊ธฐ๋น„๋กœ๋Š” ์žํšŒ์‚ฌ ์˜์—…์ด์ต ๊ธฐ์—ฌ๋„๊ฐ€ ํฌ๊ฒŒ ์•…ํ™”๋˜๋Š” ์–‘์ƒ์„ ๋‚˜ํƒ€๋ƒˆ๊ธฐ ๋•Œ๋ฌธ์ด์—ˆ๋‹ค.
0
ํ•œํ™”์„ํ™”์˜ ์ด์ต์ด ์ฆ๊ฐ€ํ•œ ์ฃผ์š” ์ด์œ ๋Š” PE, PVC ์˜์—…์ด์ต๊ณผ ์—ฌ์ฒœNCC, ๋Œ€ํ•œ์ƒ๋ช… ๋“ฑ์˜ ์ง€๋ถ„๋ฒ•ํ‰๊ฐ€์ด์ต์ด ๋™์‹œ์— ์ฆ๊ฐ€ํ•˜์˜€๊ธฐ ๋•Œ๋ฌธ์ž„.
1
๊ฐค๋Ÿญ์‹œS8 ๋• ์‚ผ์„ฑ ๆ—ฅ ์‹œ์žฅ์„œ 4๋…„๋งŒ์— ์ตœ๊ณ  ์ ์œ ์œจ
2
์ „ํ†ต์ ์ธ ๋ฏธ๋””์–ด์— ๋Œ€ํ•œ ๋ถˆ์‹ ์ด ํ™•์‚ฐ๋˜๋ฉด์„œ ์ง€๋‚œ 5์›” ํ•œ๋‹ฌ ๋™์•ˆ์—๋งŒ โ€˜์•„ํ”„๋ฆฌ์นดโ€™ ์„œ๋น„์Šค์˜ ์ˆœ๋ฐฉ๋ฌธ์ž๋Š” ์ „์›”๋Œ€๋น„ 57% ์ฆ๊ฐ€ํ–ˆ์œผ๋ฉฐ ํŽ˜์ด์ง€๋ทฐ๋Š” 49% ์ฆ๊ฐ€ํ–ˆ๋‹ค.
0
NHN์˜ ์ฃผ๊ฐ€๋Š” ์—ฐ์ดˆ ๋Œ€๋น„ 40% ํ•˜๋ฝํ•˜์˜€๊ณ  KOSDAQ ์‹œ์žฅ๋Œ€๋น„ 6% Underperformํ•˜์˜€๋‹ค.
0
์—˜์˜คํ‹ฐ๋ฒ ํ ์˜ ๋งค์ถœ์ด ์ „๋ถ„๊ธฐ ๋ณด๋‹ค ์ ์—ˆ์Œ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ์ด์ต๋ฅ ์ด ๊ฐœ์„ ๋œ ์›์ธ์€ ํฌ๊ฒŒ 3 ๊ฐ€์ง€ ์š”์ธ์œผ๋กœ ๋ถ„์„๋œ๋‹ค.
2
ํˆฌ์ž์˜๊ฒฌ ๋งค์ˆ˜, ๋ชฉํ‘œ์ฃผ๊ฐ€ 309,000์› ์œ ์ง€ ํ˜„๋Œ€๋ฏธํฌ์กฐ์„ ์— ๋Œ€ํ•œ ํˆฌ์ž์˜๊ฒฌ์€ ๋งค์ˆ˜, ๋ชฉํ‘œ์ฃผ๊ฐ€๋Š” 309,000์›์„ ์œ ์ง€ํ•œ๋‹ค. 2008๋…„ ๊ธฐ์ค€ ๋™์‚ฌ์˜ PER์€ 8.8๋ฐฐ, 2009๋…„ ๊ธฐ์ค€์œผ๋กœ 5.9๋ฐฐ ์ˆ˜์ค€์œผ๋กœ ์‹œ์žฅํ‰๊ท  PER 11.8๋ฐฐ ๋Œ€๋น„ ์•ฝ 35% ์ €ํ‰๊ฐ€๋˜์–ด ์žˆ๋‹ค.
2
ํ•ด์™ธ ๋งˆํŠธ ์—ญ์‹œ ์ค‘๊ตญ์˜ ๊ธฐ์กด์  ์‹ ์žฅ๋ฅ ์ด 1๋ถ„๊ธฐ -23.7%(ํ•ด์™ธ -11%) ๋Œ€๋น„ ์ถ”๊ฐ€์ ์ธ ์•…ํ™”๊ฐ€ ๋ถˆ๊ฐ€ํ”ผํ•œ ์ƒํ™ฉ์ด์ง€๋งŒ 1๋ถ„๊ธฐ ์ค‘ ์žฌ๊ณ ์†์‹ค ๋ฐ˜์˜๊ณผ 2๋ถ„๊ธฐ ๊ณ ์ •๋น„ ๋ฐ ๋ณ€๋™๋น„ ์ถ•์†Œ, ๊ทธ๋ฆฌ๊ณ  ๋ฒ ํŠธ๋‚จ ๋ฒ•์ธ๊ณผ ์ธ๋„๋„ค์‹œ์•„ ๋ฒ•์ธ์˜ ์•ฝ์ง„์œผ๋กœ ์ค‘๊ตญ ๋งˆํŠธ์˜ ์†์‹ค์„ ์ƒ๋‹น๋ถ€๋ฌธ ์ƒ์‡„ ๊ฐ€๋Šฅํ•  ์ „๋ง์ด๋‹ค.
0
์˜ฌํ•ด 1๋ถ„๊ธฐ ์ดํ›„ ์ฃผ์š” ์ ํฌ๋“ค์˜ ๊ฐœ์„ ์ด ์ด๋ฃจ์–ด์กŒ์Œ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ , ๊ฒฝ์Ÿ์‚ฌ์˜ ์‹ ๊ทœ ์ถœ์  ์˜ํ–ฅ์ด ์ง€์†๋˜๊ณ  ์žˆ๋Š” ๋Œ€๊ตฌ์ ๊ณผ ๋ฆฌ๋‰ด์–ผ์ด ์ด๋ฃจ์–ด์ง€๊ณ  ์žˆ๋Š” ์ฒœํ˜ธ์ ์˜ ๋ถ€์ง„์œผ๋กœ ์ „์ฒด ์„ฑ์žฅ๋ฅ ์€ ๋‘”ํ™”๋˜์–ด ๋ณด์ผ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒํ•œ๋‹ค.
0
ํ‚ค์›€์ฆ๊ถŒ์˜ ์ˆ˜ํƒ์ˆ˜์ˆ˜๋ฃŒ์ˆ˜์ต์€ 730์–ต์›์œผ๋กœ ์ „๋…„ ๋Œ€๋น„ 21.7% ๊ฐ์†Œํ–ˆ๋Š”๋ฐ, ์ผํ‰๊ท  ๊ฑฐ๋ž˜๋Œ€๊ธˆ์ด ์ „๋…„ ๋Œ€๋น„ 10.3% ๊ฐ์†Œํ–ˆ๊ธฐ ๋•Œ๋ฌธ์ด๋ฉฐ, ๊ฑฐ๋ž˜๋Œ€๊ธˆ ๊ฐ์†Œํญ ๋ณด๋‹ค ์ˆ˜ํƒ์ˆ˜์ˆ˜๋ฃŒ์ˆ˜์ต ๊ฐ์†Œ ํญ์ด ํฐ ์ด์œ ๋Š” ๊ฐœ์ธ๋งค๋งค๋น„์ค‘๊ณผ ํšŒ์ „์œจ ๊ฐ์†Œ์— ๊ธฐ์ธํ•œ๋‹ค.
0
๊ตญ๋ฏผ์—ฐ๊ธˆ ์ด์žฌ์šฉ ๋“ฑ๊ธฐ์ด์‚ฌ ์„ ์ž„์•ˆ ์ „๋ฌธ ํšŒ๋ถ€ ๊ฒ€ํ† 
1
๊ตญ๊ณ ์ฑ„ ๊ธˆ๋ฆฌ ์ผ์ œํžˆ ์ƒ์Šนโ€ฆ3๋…„๋ฌผ ์—ฐ 1.820%
2
ํŠน์ง•์ฃผ ๊ณ ๋ฐฐ๋‹น์ฃผ ๋ฐฐ๋‹น๋ฝ ํšจ๊ณผ์— ์ค„์ค„์ด ๊ธ‰๋ฝ์ข…ํ•ฉ
0
ํŠนํžˆ, ์ „์ฒด ๋‹จ๋ง ๊ฐ€์ž…์ž์˜ ๊ฒฌ์กฐํ•œ ์ฆ๊ฐ€์„ธ(QoQ +1.0%, YoY +3.4%)์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  MVNO ํฌํ•จ ARPU๊ฐ€ 32,010์›์œผ๋กœ QoQ -1.0%, YoY -3.4% ๊ฐ์†Œํ•œ ๋ถ€๋ถ„์ด ์‚ผ์„ฑ์ „์ž ์ˆ˜์ต ๊ฐ์†Œ์˜ ์ฃผ๋œ ์›์ธ์œผ๋กœ ๋ณด์—ฌ์ง„๋‹ค.
0
๋จผ์ € ๋งค์ถœ์•ก์˜ ์ „๋…„๋™๊ธฐ ๋Œ€๋น„ ํ•˜ํšŒ ์š”์ธ์œผ๋กœ๋Š” 1)๋น„์šฐํ˜ธ์ ์ธ ํ™˜์œจํ™˜๊ฒฝ๊ณผ 2)๊ตญ๋‚ด๊ณต์žฅ ํŒŒ์—…์œผ๋กœ ์ธํ•œ ๋‚ด์ˆ˜์‹œ์žฅ ํŒ๋งค๊ธ‰๊ฐ(YoY -11%) 3)์‹ ํฅ๊ตญ ์‹œ์žฅ ๋ถ€์ง„ ๋“ฑ์ด ์žˆ์—ˆ๋˜ ๊ฒƒ์œผ๋กœ ํ•ด์„๋œ๋‹ค.
0
ํŠนํžˆ ํ•ฉ์„ฑ๊ณ ๋ฌด์™€ PVC, ABS ๋“ฑ์€ ๊ตญ์ œ๊ฐ€๊ฒฉ ๋ฐ ๋งˆ์ง„์ด ๊ฐœ์„ ๋˜๊ณ  ์žˆ์œผ๋ฉฐ ํด๋ฆฌ์˜ฌ๋ ˆํ•€ ๋ถ€๋ฌธ์˜ ์ œ์กฐ๋งˆ์ง„์€ ๋น„์ˆซํ•œ ์ˆ˜์ค€์„ ๊ธฐ๋กํ•˜๊ณ  ์žˆ๋‹ค.
2
์žํšŒ์‚ฌ ๋น„์—์Šค์ด์˜ โ€˜09๋…„ 4๋ถ„๊ธฐ ์˜์—…์‹ค์ ์€ ๋งค์ถœ์•ก๊ณผ ์˜์—…์ด์ต ๊ฐ๊ฐ 450์–ต์›(+26.8%, YoY), 23์–ต์›(ํ‘์ž์ „ํ™˜, YoY)์œผ๋กœ ์ถ”์ •๋˜์–ด, โ€˜09๋…„ ์˜์—…์‹ค์ ์€ ๋งค์ถœ์•ก 1,764์–ต์›(+6.4%, YoY), ์˜์—…์ด์ต 94์–ต์›(-10.5%, YoY)์„ ๊ธฐ๋กํ•  ๊ฒƒ์œผ๋กœ ์ „๋ง๋œ๋‹ค.
2
์ƒํ˜ธ๊ธˆ์œต ์ง‘๋‹จ๋Œ€์ถœ ๊ทœ์ œ ๊ฐ•ํ™”โ€ฆ์‚ฌ์ „์‹ฌ์‚ฌ์ œยท์กฐํ•ฉ๋ณ„ ํ•œ๋„ ๊ฒ€ํ† 
0
์ˆ˜์š”๊ฐ€ ๊ฒฌ์กฐํ•˜๊ฒŒ ์œ ์ง€๋˜๊ณ  ์žˆ์–ด ํ™”๋ฌผ์ˆ˜์†ก์„ ์ฃผ์š” ์—…๋ฌด๋กœ ํ•˜๋Š” STX ํŒฌ์˜ค์…˜์˜ ์‹ค์ ๊ฐœ์„  ์ถ”์„ธ๊ฐ€ ์ด์–ด์งˆ ์ˆ˜ ์žˆ๋‹ค๊ณ  ํŒ๋‹จ๋œ๋‹ค.
2
์ด ๊ฐ€์šด๋ฐ CJ์˜ค์‡ผํ•‘์€ 2014๋…„ 3๋ถ„๊ธฐ๋ถ€ํ„ฐ ๊ฒฝ์Ÿ์‚ฌ๋Œ€๋น„ PB๊ฐœ๋ฐœ๋น„, ๋ชจ๋ฐ”์ผ ์†Œ์…œ์ปค๋จธ์Šค ๊ด€๋ จ ์ ๋ฆฝ ์ถฉ๋‹น๊ธˆ ๋“ฑ์˜ ๊ณ ์ •๋น„์„ฑ์˜ ๋ณ€๋™๋น„ ๋ถ€๋‹ด์„ ๋ฐ˜์˜ํ•˜๋ฉฐ ๊ฐ•๋„ ๋†’์€ ์ฒด์งˆ๊ฐœ์„ ์„ ์ง„ํ–‰ํ•ด ์™”๋‹ค.
1
19์ผ ์‹ํ’ˆ์—…๊ณ„์— ๋”ฐ๋ฅด๋ฉด ํ˜„๋Œ€์•ฝํ’ˆ์€ ์ตœ๊ทผ ๊ฐ„ํŽธํ•˜๊ณ ๋„ ๋“ ๋“ ํ•˜๊ฒŒ ์˜์–‘๋ถ„์„ ์„ญ์ทจํ•˜๊ณ  ํฌ๋งŒ๊ฐ๋„ ๋А๋‚„ ์ˆ˜ ์žˆ๋Š” ๊ฐ„ํŽธ ๋Œ€์šฉ์‹์œผ๋กœ โ€˜365MEALโ€™์„ ์„ ๋ณด์˜€๋‹ค.
1
ํŠน์ง•์ฃผ ์›…์ง„์‹ฑํฌ๋น… ์ฝ”์›จ์ด ์ธ์ˆ˜์— ๊ฐ•์„ธ
2
์˜ˆํƒ์› ์™ธํ™”์ฆ๊ถŒ ๊ฒฐ์ œ์ˆ˜์ˆ˜๋ฃŒ ํ‰๊ท  10% ์ธํ•˜
1
๊ณ ์˜์˜ ๋ชฉํ‘œ์ฃผ๊ฐ€๋ฅผ 15,000์›(2010๋…„ EPS์— ๋ชฉํ‘œ PER 8๋ฐฐ ์ ์šฉ)์œผ๋กœ 20% ์ƒํ–ฅ ์กฐ์ •ํ•œ๋‹ค. 4๋ถ„๊ธฐ ์ˆ˜์ฃผ๊ฐ€ ์˜ˆ์ƒ์„ ์ƒํšŒํ•˜๊ณ  ์žˆ๊ณ  ์‹  ์žฅ๋น„ ๊ฐœ๋ฐœ๋„ ์ง„ํ–‰์ด ๋นจ๋ผ 2010๋…„ ์˜์—…์ด์ต ์ „๋ง์น˜๋ฅผ 37% ์ƒํ–ฅ ์กฐ์ •ํ•˜์˜€๋‹ค.
1
๋ฐฑํ™”์ , ํ• ์ธ์  ๋“ฑ ๋ฉ”์ด์ € ์˜คํ”„๋ผ์ธ ์ฑ„๋„๋กœ๋ถ€ํ„ฐ์˜ ์†Œ๋น„ ์ดํƒˆ์ด ๋ฉด์„ธ์ , ์˜จ๋ผ์ธ ๋“ฑ ์‹ ์ƒ ์ฑ„๋„๋กœ ๋ณด์™„๋˜์—ˆ๊ณ , ๊ตญ์‚ฐ ๋ฉ”์ด์ € ํ™”์žฅํ’ˆ ๋ธŒ๋žœ๋“œ๋“ค์€ ๊ทผ์›์ ์ธ ์ œ์กฐ์‚ฌ ์ธ์ง€๋„ ๊ฐ•ํ™”๋กœ ๊ธฐ์กด ์ˆ˜์ž…ํ™”์žฅํ’ˆ ์†Œ๋น„ ์ˆ˜์š”๋ฅผ ์—ญํก์ˆ˜ํ•ด์™”๊ธฐ ๋•Œ๋ฌธ์ด๋‹ค.
2
์‚ผ์„ฑ์ฆ๊ถŒ: CJ EM ์—ฐ์ด์€ ํฅํ–‰โ€ฆ์กฐ์ •๋•Œ ๋งค์ˆ˜
1
์ง€๋ฐฉ ์•„ํŒŒํŠธ๊ฐ’ ๋‚ ๊ฐœ์—†๋Š” ์ถ”๋ฝโ€ฆ5๋…„10๊ฐœ์›”๋งŒ์— ์ตœ๋Œ€ ํ•˜๋ฝ
0
๊ฒŒ์‹œํŒ SK์ฆ๊ถŒ ๋Œ€๊ตฌ์ง€์ โ†’์ˆ˜์„ฑPIB์„ผํ„ฐ๋กœ ์ด์ „ ๊ฐœ์ 
1
ํ˜„๋Œ€์บํ”ผํƒˆ ์ฐจ๋Ÿ‰ ๊ฐ€๊ฒฉ์˜ 125%๊นŒ์ง€ ๋นŒ๋ ค์ฃผ๋Š” ํ• ๋ถ€์ƒํ’ˆ ์ถœ์‹œ
2
์‹ค์  ๋ถ€์ง„์€ ํ•œํ™”๊ฑด์„ค์˜ 2,836์–ต์› ์˜์—…์†์‹ค์— ์ฃผ๋กœ ๊ธฐ์ธํ•˜๋Š”๋ฐ, 2์ฒœ์–ต์› ์ด์ƒ์˜ ์–€๋ถ€ ํ”„๋กœ์ ํŠธ ์†์‹ค ๋ฐ˜์˜๊ณผ ๊ตญ๋‚ด ๋ฏธ์ฐฉ๊ณต PF ์šฉ์ธ ์ƒํ˜„์ง€๊ตฌ์˜ ๋ถ„์–‘์— ๋”ฐ๋ฅธ ํšŒ๊ณ„์  ์†์‹ค ์ธ์‹ ์•ฝ 1์ฒœ์–ต์›์ด ๋Œ€๊ทœ๋ชจ ์ ์ž์˜ ์›์ธ์ด๋‹ค.
0
์ผ€์ด์•„์ด์”จ๋Š” ์ผ๋ณธ ๋ฐ ๋™๋‚จ์•„ ์ œ์ฒ ์†Œ์˜ ์„ค๋น„ ๊ต์ฒด ๋ฐ ์‹ ๊ทœ ํˆฌ์ž๊ฐ€ ๊ณ„ํš๋˜์–ด ์žˆ์–ด์„œ ํ–ฅํ›„ ์ด ๋ถ€๋ถ„์˜ ๋šœ๋ ทํ•œ ๋งค์ถœ ์„ฑ์žฅ์ด ๊ธฐ๋Œ€๋œ๋‹ค.
2
์ปดํˆฌ์Šค 3Q16 ์˜์—…์ด์ต์ด ์ „๋ถ„๊ธฐ ๋Œ€๋น„ 15.4% ๊ฐ์†Œํ•œ ๊ฒƒ์€ ๋งค์ถœ์€ ์ „๋ถ„๊ธฐ ๋Œ€๋น„ 6.7% ๊ฐ์†Œํ–ˆ์Œ์—๋„ ์˜์—…๋น„์šฉ์€ ์„œ๋จธ๋„ˆ์ฆˆ์›Œ ํ˜ธ๋ฌธ์ฟจ๋ฃจ์Šค ์—…๋ฐ์ดํŠธ ํ›„ ๋ถ๋ฏธ/์œ ๋Ÿฝ ๋ ˆ๋ฒจ์—… ๋งˆ์ผ€ํŒ… ์‹ค์‹œ์— ๋”ฐ๋ฅธ ๋งˆ์ผ€ํŒ…๋น„ ์ฆ๊ฐ€ ๋“ฑ์œผ๋กœ ์ธํ•ด ์ „๋ถ„๊ธฐ ๋Œ€๋น„ ์†Œํญ ๊ฐ์†Œ์— ๊ทธ์ณค๊ธฐ ๋•Œ๋ฌธ์ด๋‹ค.
0
๋ฏธ๊ตญ Direc TVํ–ฅ ์…‹ํƒ‘๋ฐ•์Šค ๋งค์ถœ ๊ฐ์†Œ๋ฅผ Digital TV๊ฐ€ ์ƒ์‡„ํ•  ์ˆ˜ ์žˆ๋Š”๊ฐ€๊ฐ€ ์ค‘์š” ๋™์‚ฌ ์‹ค์ ์˜ ๋ณธ๊ฒฉ์ ์œผ๋กœ ํšŒ๋ณต์€ Digital TV์˜ ์„ฑ๊ณต์—ฌ๋ถ€๊ฐ€ ๊ฒฐ์ •ํ•  ๊ฒƒ์œผ๋กœ ์ „๋ง๋œ๋‹ค.
1
์ค‘์•™์€ํ–‰์ด ๋””์ง€ํ„ธํ™”ํ ๋ฐœํ–‰ํ•˜๋ฉด ๊ธˆ์œต์•ˆ์ • ์ €ํ•ดํ• ์ˆ˜๋„
1
NAND ๋ถ€๋ฌธ์€ ํ˜„์žฌ ๋ถ€์ง„ํ•˜๋‚˜, DRAM ๋ถ€๋ฌธ์˜ ๊ฒฝ์Ÿ๋ ฅ ์ฐจ๋ณ„ํ™”์— ๋”ฐ๋ผ ํ•˜๋ฐ˜๊ธฐ๋กœ ๊ฐˆ์ˆ˜๋ก ์‹ค์ ์€ ๊ฐœ์„  ๋  ๊ฒƒ์œผ๋กœ ํŒ๋‹จํ•œ๋‹ค.
0
๋””์Šคํ”Œ๋ ˆ์ด๊ด‘๊ณ ๋Š” ๋ธŒ๋žœ๋”ฉ์ด๋ฏธ์ง€ ๋“ฑ ๋ฆฌ์น˜๋ฏธ๋””์–ด๊ด‘๊ณ  ๋น„์ค‘ ์ƒ์Šน, ๊ธฐ์—… ๊ด‘๊ณ ์ฃผ ์ฆ๊ฐ€ ๋“ฑ ํŽ€๋”๋ฉ˜ํ„ธ ๊ฐœ์„ ์—๋‹ค ๋ถ๊ฒฝ์˜ฌ๋ฆผํ”ฝ, ์ค„์–ด๋“  ์—ฐํœด ๋“ฑ ๊ธ์ •์ ์ธ ๊ณ„์ ˆ์„ฑ์ด ๋ฐ˜์˜๋  ๊ฒƒ์ด๋‹ค. โ€˜๋งค์ˆ˜โ€™ ํˆฌ์ž์˜๊ฒฌ๊ณผ ๋ชฉํ‘œ์ฃผ๊ฐ€ 338,000์› ์œ ์ง€ NHN ์ฃผ๊ฐ€์˜ ์ค‘๊ธฐ ์ €์ ์€ 2๋ถ„๊ธฐ ์‹ค์  ๋ฐœํ‘œ๋ฅผ ์•ž๋‘” 6์›”๋กœ ํŒ๋‹จ๋œ๋‹ค.
2
DRAM 2๋ถ„๊ธฐ ํ‘์ž์ „ํ™˜ ์‹œ์ž‘์— ๋ถˆ๊ณผ ํ•˜์ด๋‹‰์Šค ์‹ค์ ํ˜ธ์ „์˜ ์š”์ธ์€ DRAM ๊ฒฝ๊ธฐ์˜ ํšŒ๋ณต์ž„.
2
KTF์˜ ์‹ ๊ทœ ๊ฐ€์ž…์ž๋Š” ์ง์ „๋ถ„๊ธฐ ๋Œ€๋น„ 27% ์ฆ๊ฐ€ํ•œ 234๋งŒ๋ช…์„ ๊ธฐ๋กํ•จ(KTF ๋‹จ๋… 188๋งŒ๋ช…, KT ์žฌํŒ๋งค 46๋งŒ๋ช…). ๊ทธ๋Ÿฌ๋‚˜ ํ•ด์ง€์œจ๋„ 12์›”๋ง 4.1%์—์„œ 3์›”๋ง 6.1%๋กœ ๊ธ‰์ฆํ•จ์— ๋”ฐ๋ผ์„œ ์ˆœ์ฆ๊ฐ€์ž…์ž๋Š” 21.9๋งŒ๋ช…์— ๊ทธ์นจ.
1
๋ฐ”์ด์˜ค์ธ์˜ ์ฃผ๊ฐ€๋Š” ๊ฐ€์Šต๊ธฐ ์‚ด๊ท ์ œ ๋ฐ ์„ฑ์ธ์šฉ ํ๋ ด๊ตฌ๊ท  ํ—ˆ๊ฐ€๊ด€๋ จ ๋ฌธ์ œ๋กœ ๋ถ€์ง„ํ–ˆ๋‹ค.
0
ํ…Œ์ด๋ธ” ๊ฐ€๋™๋ฅ ์€ 75~80%๋กœ ์œ ์ง€๋˜๊ณ  ์žˆ๋Š” ๊ฐ€์šด๋ฐ ์Šคํ‚ค์žฅ ๊ณ ๊ฐ์ด ๊ฐ์†Œํ•˜๊ณ  ์žˆ๊ณ , ์—ฐ๋ง ๋™์•ˆ ์ง€์†๋˜์—ˆ๋˜ ์ด›๋ถˆ์‹œ์œ„๊ฐ€ ๋ถ€์ •์ ์œผ๋กœ ์ž‘์šฉํ•˜๋ฉด์„œ ๊ฐ•์›๋žœ๋“œ๋Š” ๋ฐฉ๋ฌธ๊ฐ ์ˆ˜๊ฐ€ 0.5% ์ฆ๊ฐ€์— ๊ทธ์ณค์„ ๊ฒƒ์œผ๋กœ ์ถ”์ •๋œ๋‹ค.
0
๊ฒฝ๊ธฐ ํšŒ๋ณต ๊ธฐ๋Œ€๊ฐ, ์œ ๊ฐ€ ์ƒ์Šน, ์›/๋‹ฌ๋Ÿฌ ํ™˜์œจ ๊ธ‰๋ฝ ๋“ฑ์— ๋”ฐ๋ผ ์ •์œ  ์—…์ข…์— ๋Œ€ํ•œ ํˆฌ์ž ๋งค๋ ฅ์ด ์‚ด์•„๋‚˜๊ณ  ์žˆ๋‹ค.
2
์ƒˆํ•ด ์ฒซ ๊ฑฐ๋ž˜์ผ ์ฝ”์Šคํ”ผยท์ฝ”์Šค๋‹ฅ ์ƒ์Šน ์ถœ๋ฐœ2๋ณด
2
์‚ผ์„ฑ์ „๊ธฐ MLCC ์—…ํ™ฉ ํšŒ๋ณต ์ง€์—ฐโ€ฆ๋ชฉํ‘œ์ฃผ๊ฐ€ ํ•˜ํ–ฅ
0
์ฝ”์Šคํ”ผ ๋ฏธ๊ตญ๋ฐœ ์•…์žฌ์— 2170๋Œ€ ํ›„ํ‡ดโ€ฆ์ฝ”์Šค๋‹ฅ 1%๋Œ€ ํ•˜๋ฝ
0
ํ•ด์™ธ ์ฒ ๊ฐ•๋ฒ•์ธ๋“ค์˜ ์ด์ต๊ฐ์†Œ(3Q16 +1,323์–ต์› โ†’ 4Q16 +1,176์–ต์›)๊ณผ EC์‚ฌ์—…๋ถ€๋ฌธ์˜ ๋Œ€๊ทœ๋ชจ ์ ์ž(3Q16 -274์–ต์› โ†’ 4Q16 -3,922์–ต์›) ๊ธฐ๋ก์œผ๋กœ POSCO๋Š” ์—ฐ๊ฒฐ๊ธฐ์ค€ ์˜์—…์ด์ต ๋˜ํ•œ ์‹œ์žฅ์ปจ์„ผ์„œ์Šค 6,667์–ต์›์„ ํฌ๊ฒŒ ํ•˜ํšŒํ•œ 4,718์–ต์›(YoY +38.5%, QoQ -54.3%)์— ๊ทธ์ณค๋‹ค.
0
์Šค๋งˆํŠธ์ฐจยท๋ฌด์ธ๊ธฐ ๋“ฑ ์œก์„ฑ์— ์˜ฌํ•ด๋งŒ 1์กฐ ํˆฌ์ž
1
๋Œ€๊ธฐ์—… ์ƒ์žฅ์‚ฌ 68% ๋ฐฐ๋‹นโ€ฆํ‰๊ท ์ˆ˜์ต๋ฅ  ๊ตญ๊ณ ์ฑ„์™€ ๋น„์Šท
1
ํƒœ์–‘์ „์ง€, ์‹ ์„ฑ์žฅ ๋™๋ ฅ์‚ฌ์—…์œผ๋กœ ๊ธ์ •์  ํƒœ์–‘์ „์ง€์‚ฌ์—…์€ LG์ „์ž๋ฟ ์•„๋‹ˆ๋ผ LG๊ทธ๋ฃน ์ „์ฒด์—์„œ๋„ ์‹ ์„ฑ์žฅ ๋™๋ ฅ์œผ๋กœ ์‚ผ์•„ ์˜์š•์ ์œผ๋กœ ์ถ”์ง„ํ•˜๊ณ  ์žˆ๋Š” ์‚ฌ์—… ๋ถ„์•ผ๋ผ๋Š” ์ ์—์„œ LG์ „์ž์˜ ์ ๊ทน์ ์ธ ๊ณต์„ธ๊ฐ€ ์˜ˆ์ƒ๋œ๋‹ค.
1
๊ทธ๋ž˜ํ”ฝ ์ œ์กฐ์—… ํ‰๊ท  ๊ฐ€๋™๋ฅ  ์ถ”์ด
1
๋‹ค๋งŒ, ์•„์ง๊นŒ์ง€ ์ค‘๊ตญ ์‹œ์žฅ ๋‚ด ๊ทœ์ œ์™€ ๊ด€๋ จํ•˜์—ฌ ๋ถˆํ™•์‹ค์„ฑ์ด ์ง€์†๋˜๊ณ  ์žˆ๊ณ , ์ด๋กœ ์ธํ•ด ์ƒ๋Œ€์ ์œผ๋กœ ์ˆ˜์ต์„ฑ์ด ๋†’์€ ์›ํ˜•์ „์ง€์˜ ๊ณต๊ธ‰๋Ÿ‰ ํ™•๋Œ€๊ฐ€ ๋‚˜ํƒ€๋‚˜์ง€ ์•Š๊ณ  ์žˆ์œผ๋ฉฐ, ์ตœ๊ทผ์—๋Š” ์ฃผ์š” ์›์žฌ๋ฃŒ์˜ ๊ฐ€๊ฒฉ์ด ์ƒ์Šน๋œ ๊ฒƒ์œผ๋กœ ํŒŒ์•…๋˜์–ด ์†Œํ˜•์ „์ง€ ๋ถ€๋ฌธ์—์„œ์˜ ๋ถˆํ™•์‹ค์„ฑ์€ ๋‹น๋ถ„๊ฐ„ ์ง€์†๋  ๊ฒƒ์œผ๋กœ ํŒ๋‹จํ•œ๋‹ค.
0
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KorFin

An MTEB dataset
Massive Text Embedding Benchmark

The KorFin-ASC is an extension of KorFin-ABSA, which is a financial sentiment analysis dataset including 8818 samples with (aspect, polarity) pairs annotated. The samples were collected from KLUE-TC and analyst reports from Naver Finance.

Task category t2c
Domains News, Written, Financial
Reference https://huggingface.co/datasets/amphora/korfin-asc

How to evaluate on this task

You can evaluate an embedding model on this dataset using the following code:

import mteb

task = mteb.get_tasks(["KorFin"])
evaluator = mteb.MTEB(task)

model = mteb.get_model(YOUR_MODEL)
evaluator.run(model)

To learn more about how to run models on mteb task check out the GitHub repitory.

Citation

If you use this dataset, please cite the dataset as well as mteb, as this dataset likely includes additional processing as a part of the MMTEB Contribution.


@article{son2023removing,
  author = {Son, Guijin and Lee, Hanwool and Kang, Nahyeon and Hahm, Moonjeong},
  journal = {arXiv preprint arXiv:2301.03136},
  title = {Removing Non-Stationary Knowledge From Pre-Trained Language Models for Entity-Level Sentiment Classification in Finance},
  year = {2023},
}


@article{enevoldsen2025mmtebmassivemultilingualtext,
  title={MMTEB: Massive Multilingual Text Embedding Benchmark},
  author={Kenneth Enevoldsen and Isaac Chung and Imene Kerboua and Mรกrton Kardos and Ashwin Mathur and David Stap and Jay Gala and Wissam Siblini and Dominik Krzemiล„ski and Genta Indra Winata and Saba Sturua and Saiteja Utpala and Mathieu Ciancone and Marion Schaeffer and Gabriel Sequeira and Diganta Misra and Shreeya Dhakal and Jonathan Rystrรธm and Roman Solomatin and ร–mer ร‡aฤŸatan and Akash Kundu and Martin Bernstorff and Shitao Xiao and Akshita Sukhlecha and Bhavish Pahwa and Rafaล‚ Poล›wiata and Kranthi Kiran GV and Shawon Ashraf and Daniel Auras and Bjรถrn Plรผster and Jan Philipp Harries and Loรฏc Magne and Isabelle Mohr and Mariya Hendriksen and Dawei Zhu and Hippolyte Gisserot-Boukhlef and Tom Aarsen and Jan Kostkan and Konrad Wojtasik and Taemin Lee and Marek ล uppa and Crystina Zhang and Roberta Rocca and Mohammed Hamdy and Andrianos Michail and John Yang and Manuel Faysse and Aleksei Vatolin and Nandan Thakur and Manan Dey and Dipam Vasani and Pranjal Chitale and Simone Tedeschi and Nguyen Tai and Artem Snegirev and Michael Gรผnther and Mengzhou Xia and Weijia Shi and Xing Han Lรน and Jordan Clive and Gayatri Krishnakumar and Anna Maksimova and Silvan Wehrli and Maria Tikhonova and Henil Panchal and Aleksandr Abramov and Malte Ostendorff and Zheng Liu and Simon Clematide and Lester James Miranda and Alena Fenogenova and Guangyu Song and Ruqiya Bin Safi and Wen-Ding Li and Alessia Borghini and Federico Cassano and Hongjin Su and Jimmy Lin and Howard Yen and Lasse Hansen and Sara Hooker and Chenghao Xiao and Vaibhav Adlakha and Orion Weller and Siva Reddy and Niklas Muennighoff},
  publisher = {arXiv},
  journal={arXiv preprint arXiv:2502.13595},
  year={2025},
  url={https://arxiv.org/abs/2502.13595},
  doi = {10.48550/arXiv.2502.13595},
}

@article{muennighoff2022mteb,
  author = {Muennighoff, Niklas and Tazi, Nouamane and Magne, Lo{\"\i}c and Reimers, Nils},
  title = {MTEB: Massive Text Embedding Benchmark},
  publisher = {arXiv},
  journal={arXiv preprint arXiv:2210.07316},
  year = {2022}
  url = {https://arxiv.org/abs/2210.07316},
  doi = {10.48550/ARXIV.2210.07316},
}

Dataset Statistics

Dataset Statistics

The following code contains the descriptive statistics from the task. These can also be obtained using:

import mteb

task = mteb.get_task("KorFin")

desc_stats = task.metadata.descriptive_stats
{
    "train": {
        "num_samples": 2048,
        "number_of_characters": 154385,
        "number_texts_intersect_with_train": null,
        "min_text_length": 12,
        "average_text_length": 75.38330078125,
        "max_text_length": 216,
        "unique_text": 1869,
        "unique_labels": 3,
        "labels": {
            "1": {
                "count": 602
            },
            "0": {
                "count": 689
            },
            "2": {
                "count": 757
            }
        }
    }
}

This dataset card was automatically generated using MTEB

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