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전일 특징주 소개 | |
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외국인매수상위 |
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GS건설 LG디스플레이 현대중공업 현대차 동양제철화학 |
기관매수상위 |
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KB금융 삼성전자 신한지주 하나금융지주 POSCO | |
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단기유망종목 | |
신규편입 |
없음 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fcontents_box_mi_foot.gif) | |
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편입제외 |
없음 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fcontents_box_mi_foot.gif) | | |
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![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_line_top.gif) |
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종목 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
주가 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
등락률 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
추천일 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_line.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) |
유아이엘(049520) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
6,140원 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
2.33% |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
08.11.05 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_line.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) |
메가스터디(072870) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
159,900원 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
3.16% |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
08.11.05 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_line.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) |
동부화재(005830) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
18,250원 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
7.99% |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
08.11.05 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_line.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) |
성우하이텍(015750) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
4,260원 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
3.90% |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
08.10.29 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_line.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) |
호텔신라(008770) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
14,500원 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
69.59% |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
08.10.28 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_line.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) |
한솔제지(004150) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
13,600원 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
40.64% |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
08.10.28 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_line.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) |
SK에너지(096770) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
71,000원 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
42.28% |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
08.10.27 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_line.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) |
제일기획(030000) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
180.000원 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
-6.49% |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
08.10.24 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_line.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) |
한전KPS(051600) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
24,000원 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
8.11% |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
08.10.23 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_line.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) |
LG(003550) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
52,200원 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
-5.09% |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_Sline_25.gif) |
08.10.10 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ftable_line.gif) |
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※ 단기유망종목은 고수익추구형 포트폴리오로서 시장의 단기 흐름에 따라 종목을 탄력적으로 교체하고 있습니다. 따라서 시장 이슈와 테마에 적합한 종목이나 중소형주가 편입될 수 있으며, 시황의 변동과 기술적 매매신호에 따라 종목교체가 매우 빈번하게 발생할 수 있습니다. | | |
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전일 최다 추천 종목 | |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fa1.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fcontents_gra_bg.gif) |
LG패션 (093050) (매수) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fcontents_gra_line.gif) |
현재가: 22,500 원 전일대비: ▲ 1,000 목표가: 32,000 원 |
PER : 8.04 배 / PBR : 1.31 배 / ROE : 17.37 % |
* 추천증권사 : 현대증권, 삼성증권, 우리투자증권 외 10곳 * PER, PBR, ROE는 FnGuide에서 제공하는 '08년 예상치입니다. | |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ficon_4.gif) |
투자포인트 l 출처:현대증권 |
패션업계의 최선호주 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ficon_2.gif) |
전년동기대비 3분기 실적: 매출액 5.3%▲, 영업이익 76.0%▲ |
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![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ficon_2.gif) |
이와 같이 양호한 실적을 기록한 이유는 효율적인 재고관리로 재고평가감액이 전년동기 37억원에서 10억원으로 축소되었기 때문임 |
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![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ficon_2.gif) |
한편 동사는 3분기 패션업체 중 가장 뛰어난 실적을 기록할 것으로 예상되며, 그 이유는 다음과 같음 |
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![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbully_no1.gif) |
닥스, 마에스트로 등 기존 브랜드에 대한 높은 인지도 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbully_no2.gif) |
지속적인 브랜드 투자로 성장 동력을 확보 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbully_no3.gif) |
효율적인 재고관리 등 수익성 위주의 전략 | |
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![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ficon_2.gif) |
또한 매출 증가세 둔화가 우려됨에도 불구하고 동사에 대한 투자의견 '매수'를 유지하며, 그 이유는 다음과 같음 |
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![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbully_no1.gif) |
'09년에 'TNGT Lady', 'Hazzys Golf' 등 브랜드 라인을 확장할 계획임 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbully_no2.gif) |
'09년 예상 주가수익비율(PER)이 6.4배에 불과한 점을 미루어 보아, 매출 둔화에 대한 우려는 이미 주가에 반영된 것으로 판단됨 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbully_no3.gif) |
'09년 예상 자기자본이익률(ROE)이 18.0%에 달함 | | | | |
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외국인/기관 동시 순매수 종목 | |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fa2.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fcontents_gra_bg.gif) |
신세계 (004170) (매수) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fcontents_gra_line.gif) |
현재가: 476,000 원 전일대비: ▲ 16,000 목표가: 540,000 원 |
PER : 15.98 배 / PBR : 2.34 배 / ROE : 15.68 % |
* 추천증권사 : 교보증권, 우리투자증권 * PER, PBR, ROE는 FnGuide에서 제공하는 '08년 예상치입니다. | |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ficon_4.gif) |
투자포인트 l 출처:교보증권 |
기대되는 4분기 실적 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ficon_2.gif) |
전년동기대비 3분기 실적: 매출액 4.2%▲, 영업이익 2.6%▲ |
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![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ficon_2.gif) |
이는 상반기보다 부진한 실적으로, 이와 같은 실적을 기록한 이유는 다음과 같음 |
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![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbully_no1.gif) |
멜라민 파동으로 인해 소비심리가 악화되었음 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbully_no2.gif) |
2곳의 신규 출점에 따라 개점비용이 증가하였음 | |
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![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ficon_2.gif) |
하지만 4분기 실적은 3분기보다 개선될 것으로 전망되며, 그 이유는 다음과 같음 |
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![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbully_no1.gif) |
3분기에 지출한 개점비용으로부터 본격적인 수익 창출이 기대됨 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbully_no2.gif) |
백화점부문의 실적 위축이 예상되나, 이익기여도가 낮아 영향이 크지 않을 것으로 판단됨 | |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) | | | |
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투자의견 변경 종목 | |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fa3.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fcontents_gra_bg.gif) |
동국제강 (001230) (매수) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fcontents_gra_line.gif) |
현재가: 23,450 원 전일대비: ▲ 2,600 목표가: 45,000 원 |
PER : 2.98 배 / PBR : 0.54 배 / ROE : 19.31 % |
* 추천증권사 : 푸르덴셜증권 * PER, PBR, ROE는 FnGuide에서 제공하는 '08년 예상치입니다. | |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ficon_4.gif) |
투자포인트 l 출처:푸르덴셜증권 |
목표주가 하향조정 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ficon_2.gif) |
동사의 투자의견을 '매수'로 유지하며 그 이유는 다음과 같음 |
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![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbully_no1.gif) |
국내 후판 수급은 공급부족 상황이 지속되고 있어, 판매가격 결정시 공급자가 주도권을 확보할 가능성이 높다고 판단됨 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbully_no2.gif) |
건설경기 부양을 위한 대책이 발표되고 있어 철근, 형강 등의 수요가 지속될 전망임 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) | |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Ficon_2.gif) |
하지만 목표주가는 기존의 57,000원에서 45,000원으로 21.1% 하향조정하며 그 이유는 다음과 같음 |
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![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbully_no1.gif) |
국내 조선경기 둔화에 대한 우려가 커지면서, 조선용 후판 판매량이 감소할 가능성이 있다고 예상됨 |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbg_10px.gif) |
![](https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fums.samsungfn.com%2Fcontents%2FEM%2F7691%2F20081106%2F%2F0822426640%2Fimg%2Fbully_no2.gif) |
쌍용건설 인수 여부가 확정되지 않아, 인수 자금에 대한 부담이 있다고 판단됨 | | | | |