2009 ᑈ 6 ᳜ 16 ᮹
㸠Ϯⷨおgᮄ㛑⑤㸠Ϯ
ᮄ㛑⑤㸠Ϯঠ਼˄0601-0614˅ᔎѢᏖ˄㓈ᣕ˅
Ёֵ䆕ࠌⷨお䚼
$ 㙵݀ৌࡼᗕ˖ ߬⺞ǃᴼ
Ёֵ䆕ࠌ⬉䆒ᮄ㛑⑤㸠ϮߚᵤᏜ
㟾ᴎ⬉䜡㙵ࢳ䌘 10 ғ䌘⼲㟳⸙ϮDŽ
䭓ᕕ⬉⇨ 亢ᴎᅠ៤㺙DŽ ᴢ⊶ǃ䆌㣅म
Ёֵ䆕ࠌ≑䔺㸠ϮߚᵤᏜ
⬉㙵ӑথࢳ䌘䖥 10 ғ㸹ܙ⌕ࡼ䌘䞥DŽ
䞥啭Ϣϰ亢⬉ࡼህᮄ㛑⑤ᅶ䔺ㅒ䅶⬹ण䆂DŽ ᴢ䗑䰇ǃ㭯ዄ
Ёֵ䆕ࠌ᳝㡆䞥ሲ㸠ϮߚᵤᏜ
˖ݙ㸠Ϯࡼᗕ
ṕ偣
LM ⾺ⱛቯᓔᓎ亢⬉⠛⫳ѻഄDŽ
Ёֵ䆕ࠌ⬉ᄤ㸠ϮߚᵤᏜ
ढ⍺⬉䅵ߦ↣ᑈᡩ䌘亢⬉ 20-30 ғDŽ
ЁᑓḌ㛑⑤ᇚᅕᡩ䌘 75 ғᓎ䰇㛑থ⬉乍ⳂDŽ 㸠Ϯᣛ᭄ঠ਼㸼⦄
˖Ёֵᮄ㛑⑤㸠Ϯᣛ᭄
ᮄ⬉ࡼ䔺ᷛޚेᇚߎৄˈ᳔催ᯊ䗳ϡԢѢ 75 ݀䞠DŽ
%Ę
⍋㸠Ϯࡼᗕ˖
˖Ёֵᮄ㛑⑤থ⬉ᣛ᭄
ᑈᮄথ⬉㺙ᴎᆍ䞣 41%ᴹ㞾ৃݡ⫳㛑⑤DŽ %Ę 08 ⧗ܼ
˖Hemlock 㕢⸙ᠽѻ乍ⳂᓔᎹDŽ Ёֵᮄ㛑⑤≑䔺ᣛ᭄
⊩ᢳ 2020 ᑈᇚ⏙⋕㛑⑤↨՟ᦤ催㟇 23ˁDŽ ĺ %Ę
᮹ᴀѝࠄ 2050 ᑈ⦃ֱ䔺ऴϔञDŽ ৠᳳЁᷛ 300 ᣛ᭄˖ %Ĺ
ᴀ਼㤤㒘ড়˖ 䌘᭭ᴹ⑤˖Ё᭄ֵ䞣࣪ᡩ䌘ߚᵤ㋏㒳
ᮄ㛑⑤ᣛ᭄ḋᴀ㙵ঠ਼⍼ᐙὰ
䞥亢⾥ᡔǃϰᮍ⬉⇨ǃढ䫤䫌䩶ǃЁḌ⾥ᡔǃॺ䮼䩼Ϯǃ࿕ֱবǃᎱᡩ㛑
Ёᅱᅝ˄%˅
⑤ǃᢧ᮹ᮄ㛑ǃ亢Ꮪ㙵ӑǃ偀㙵ӑǃ䭓ජᓔথǃ⊩ᢝ⬉ᄤ
䭓ᕕ⬉⇨˄%˅
ᮄ㛑⑤䞡⚍݇⊼݀ৌⲜ߽乘⌟ǃԄؐঞᡩ䌘䆘㑻
䨿㣖⾥ᡔ˄%˅
㙵Ӌ EPS˄ܗ˅ PE
ㅔ⿄䆘㑻
˄ܗ˅ 08 09E 10E 08 09E 10E
䞥亢⾥ᡔ 47 26 19 фܹᮄ㛑⑤ᣛ᭄ḋᴀ㙵ঠ਼䎠ᐙὰ
ϰᮍ⬉⇨ 199 22 17 фܹ⬉㙵ӑ˄-%˅
ढ䫤䫌䩶 43 25 18 фܹ
फ⦏ A ˄-%˅
⡍ব⬉Ꮉ 35 23 17 фܹ
ϔ≑䕓䔺 21 16 13 фܹढҾ⬉⇨˄-%˅
ᅛ䗮ᅶ䔺 12 14 13 фܹ
ॺ䮼䩼Ϯ 57 54 34 ᣕ
ਞᅫᮼ
࿕ֱব 45 40 28 ᣕ
偀㙵ӑ 29 22 17 ᣕᮄ㛑⑤㸠Ϯঠ਼䞡⚍݇⊼ݙᮄ㛑⑤
亢Ꮪ㙵ӑ - -21 70 37 ᣕ㸠ϮথሩࡼᗕǃA 㙵ঞ⍋ᮄ㛑⑤ϞᏖ݀
⽣⬄≑䔺
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