종목별 투자아이디어

<TABLE cellSpacing=0 cellPadding=0 width=742 bgColor=#ffffff border=0> <TBODY> <TR> <TD style="PADDING-LEFT: 14px; PADDING-TOP: 3px" width=404 height=36> <TABLE style="TABLE-LAYOUT: fixed" cellSpacing=0 cellPadding=0 width=390 border=0> <TBODY> <TR> <TD class=view_title style="WORD-BREAK: break-all">종목별 투자아이디어</TD></TR></TBODY></TABLE></TD> <TD style="PADDING-RIGHT: 18px; FONT-SIZE: 12px; PADDING-TOP: 9px; FONT-FAMILY: 돋움" vAlign=top align=right width=338>작성자 <xSCRIPT language=xxjavascript>DrawPixelSizedText("mcnpchoi", 76, false)</xSCRIPT> mcnpchoi  | 2007.05.17 11:59</TD></TR> <TR> <TD align=middle colSpan=2> <IMG src="https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Ftong.nate.com%2Fimages%2Fhotpost%2Fd_line_02.gif"></TD></TR></TBODY></TABLE> <TABLE cellSpacing=0 cellPadding=0 width=742 bgColor=#ffffff border=0> <TBODY> <TR> <TD style="PADDING-LEFT: 14px; FONT-SIZE: 9px; COLOR: #a59fad; PADDING-TOP: 5px; FONT-FAMILY: verdana" vAlign=top width=300 height=26><A class=post_url href="http://tong.nate.com/mcnpchoi/37787481" target=_top>http://tong.nate.com/mcnpchoi/37787481</A> <A href="xxjavascript:CopyDetailUrl('http://tong.nate.com/mcnpchoi/37787481')"> <IMG style="VERTICAL-ALIGN: middle" alt=주소복사 src="https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Ftong.nate.com%2Fimages%2Fbtn%2Fbtn_url_copy.gif"></A> </TD> <TD style="PADDING-RIGHT: 18px; 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BORDER-COLLAPSE: collapse" cellSpacing=0 cellPadding=0 width=639 border=0 x:str> <COLGROUP> <COL style="WIDTH: 92pt; mso-width-source: userset; mso-width-alt: 3498" width=123> <COL style="WIDTH: 76pt; mso-width-source: userset; mso-width-alt: 2872" width=101> <COL style="WIDTH: 311pt; mso-width-source: userset; mso-width-alt: 11804" width=415> <TBODY> <TR style="HEIGHT: 24.75pt" height=33> <TD class=xl24 style="BORDER-RIGHT: white 1pt solid; BORDER-TOP: white 1pt solid; BORDER-LEFT: white 1pt solid; WIDTH: 92pt; BORDER-BOTTOM: white 1pt solid; HEIGHT: 24.75pt; BACKGROUND-COLOR: #eaeaea" width=123 height=33>종목명</TD> <TD class=xl25 style="BORDER-RIGHT: white 1pt solid; BORDER-TOP: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 76pt; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=101>투자분류</TD> <TD class=xl26 style="BORDER-RIGHT: white 1pt solid; BORDER-TOP: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>투자아이디어</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>가온전선</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">턴어라운드</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 국내 전선시장 과점 3위업체(LS전선, 대한전선) . 업황부진으로 이익 정체였으나 동가격 급등으로 반사이익 . 이익규모와 질 현격히 개선중</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>경농</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">저PER</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 국내 2위 농양생산업체 과점 . 환율하락에 따른 원재료가 하락 실적개선 . 자사주(19.6%) 감안 실질PER 저평가</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>경동가스</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">프랜차이즈</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 지역 독점 . 안정적 수익창출 . 투자지표상 매력적</TD></TR> <TR style="HEIGHT: 12.75pt" height=17> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 12.75pt; BACKGROUND-COLOR: #eaeaea" height=17>경방</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">-</TD> <TD class=xl32 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">-</TD></TR> <TR style="HEIGHT: 12.75pt" height=17> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 12.75pt; BACKGROUND-COLOR: #eaeaea" height=17>고려제강</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">-</TD> <TD class=xl32 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">-</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>국제엘렉트릭</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">우량IT</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>.반도체 장비 . 안정적인 성장 . 저평가</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>금화피에스시</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">자산주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 순현금 = 시가총액 . 저PBR . 발전소 경상정비 시장, 한전기공과 양분</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>넥센</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">지배구조</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 우량자회사(넥센타이어, 넥센테크, KNN) . 알짜부동산 . 부실사업 구조조정 . 지주회사 전환시 기업가치 주가 수렴 예상</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>농심홀딩스</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">지배구조</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 농심, 율촌화학, 태경농산 . 저평가  - 자회사 자산가치, 배당금 상향 가능성, 지주회사 요건 완화 . 2007년 농심 설비투자 마무리, 이익증가</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>농우바이오</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">턴어라운드</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 국내 2위 종자생산 전문기업 . 연 60억 연구개발비 투자, 기술력 우위, 점유율 확대 . 업황 개선, 영업이익 회복 추세 . 농수산홈쇼핑 6.64% 매각</TD></TR> <TR style="HEIGHT: 24.75pt" height=33> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 24.75pt; BACKGROUND-COLOR: #eaeaea" height=33>다함이텍</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">자산주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 중원CC(매출192억/순이익98억) 다함넷 지분 99.75% . 다함이텍+다함넷 순현금 900억</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>대덕GDS</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">턴어라운드</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 국내 가전용 PCB 시장 마켓리더, M/S 50% . 최악의 시장상황으로 경쟁업체 도태, 반사이익 . 고성장산업 LCD/PDV TV 부문의 이익 증가 예상 . 우량한 자사나치 및 배당성향</TD></TR> <TR style="HEIGHT: 96.75pt" height=129> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 96.75pt; BACKGROUND-COLOR: #eaeaea" height=129>대성산업</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">자산주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 우량 자회사 갗치  - 대성가스 2006년 순이익 356억 . 보유 토지 가치(전국토 0.0359%, 1,081만평)  - 장부가 3,055억, 공시지가3,745억 . 해외자원개발 사업  - 호주 탄광, 라스라판 LNG, 리바아 유전, 베트남 광구, 7개 이상 지역 탐사활동중 . 기업지배구조 리스크가 있으나, 개선 기대</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>동아타이어</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">자산주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 튜브,재생타이어 넥센과 1,2위 경쟁 . 본업은 저성장이나 꾸준한 이익 . 현금 자산운용으로 매년 50억내외 이익 . 금융자산 감안 저평가</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>동일방직</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">자산주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 보유 부동산 가치  - 대치동 본사, 인천공장 현실화 가능성 높음 . 2006년 안양공장 매각, 주주 배당 . 자회사 실적호전</TD></TR> <TR style="HEIGHT: 24.75pt" height=33> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 24.75pt; BACKGROUND-COLOR: #eaeaea" height=33>동일산업</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">턴어라운드</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 합금철, 주조물, 봉강제품 제조 . 전방산업 업황 회복, 이익 개선 예상</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>디피아이홀딩스</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">지배구조</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 노루페인트 56.5%(순이익 49억) - 종합 도료업체 . 아이피케이 40%(순이익 175억) - 선박용 도료업체 . 디에이씨 51(101억) - 자동차 도료업체 . 자사주 31.7% 감안 실질 PBR0.5</TD></TR> <TR style="HEIGHT: 24.75pt" height=33> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 24.75pt; BACKGROUND-COLOR: #eaeaea" height=33>롯데삼강</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">자산주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 영등포공장, 수원공장등 보유자산 감안 저PBR . 설비투자 부담 없음</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>리노공업</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">성장주</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 전자/반도체 부품 검상ㅇ 프로브핀, 테스트 소켓 생산 . 5년간 연평균 30% 성장 . 다품종 소량생산, 다양한 거래선, 일관생산 체제 . 가격 협상력 보유, 안정적 수익 창출</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>모토닉</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">자산주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 자동차 부품, 생산제품 점유1위 . 현금성 자산 1,160억, 자사주 40% . 자사주 제외 시가총액, 1,093억 . 안정적 영업활동</TD></TR> <TR style="HEIGHT: 24.75pt" height=33> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 24.75pt; BACKGROUND-COLOR: #eaeaea" height=33>무학주정</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">프랜차이즈</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 10개 주정업체 과점 . 캄보디아 바이오에탄올 에너지 사업 추진, 성장 잠재력</TD></TR> <TR style="HEIGHT: 12.75pt" height=17> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 12.75pt; BACKGROUND-COLOR: #eaeaea" height=17>부국철강</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">자산주</TD> <TD class=xl32 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">. 제주도 여미지식물원 부국개발 지분 38%</TD></TR> <TR style="HEIGHT: 60.75pt" height=81> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 60.75pt; BACKGROUND-COLOR: #eaeaea" height=81>삼광유리</TD> <TD class=xl24 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">턴어라운드</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 유리시장 과점(두산, 금비, 삼광유리) . 경쟁업체 중 유일하게 M/S 증가 . 이익 회복중 . 플라스틱 용기 대체 유리용기 제조 최고 경쟁력 . 우량 자회사 : 이테크건설, 오텍</TD></TR> <TR style="HEIGHT: 24.75pt" height=33> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 24.75pt; BACKGROUND-COLOR: #eaeaea" height=33>삼부토건</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">자산주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 남우관광 지분 95%  - 100만평 보유토지, 르네상스호텔</TD></TR> <TR style="HEIGHT: 24.75pt" height=33> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 24.75pt; BACKGROUND-COLOR: #eaeaea" height=33>삼성공조</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">자산주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 현금성 자산 = 시가총액x2 . 대주주 지분 낮아 M&A 노출</TD></TR> <TR style="HEIGHT: 60.75pt" height=81> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 60.75pt; BACKGROUND-COLOR: #eaeaea" height=81>삼영이엔씨</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">저PER</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 국내 선박용 통신시장 1위 기업 . 세계 해도 제작 기술(전세계 3개업체 보유) . 2006년 실적 일시적 정체/ 해외 수출 증가중 . 2005년부터 납품한 방산매출이 이익에 기여 . 고배당</TD></TR> <TR style="HEIGHT: 12.75pt" height=17> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 12.75pt; BACKGROUND-COLOR: #eaeaea" height=17>삼우이엠씨</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">-</TD> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">-</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>삼익THK</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">성장주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 세계 최대 LM 시스템 제조 업체 일본 THK 국내 합작 기업 . 공장 자동화 설비 독보적 1위 . IT 부문 매출 확대등 내부 사업 포트폴리오 조정, 성장성 강화 . 고배당 정책</TD></TR> <TR style="HEIGHT: 24.75pt" height=33> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 24.75pt; BACKGROUND-COLOR: #eaeaea" height=33>삼정피엔에이</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">저PER</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 2002년 이후 꾸준한 성장 . 450억 순현금, 고배당</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>삼천리</TD> <TD class=xl24 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">프랜차이즈</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 지역 독점 . 안정적 수익창출 . 업종 대표주</TD></TR> <TR style="HEIGHT: 96.75pt" height=129> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 96.75pt; BACKGROUND-COLOR: #eaeaea" height=129>서울가스</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">자산주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 저성장이나 독점적 영업권 . 리비아 유전, 베트남 가스광구 지분  - 2006년 110억 배당  - 추가로 탐사사업과 광구지분 획득 진행중 . 우량자회사 Simens Automotive  - 199억 현금배당(05/06년) . 사업권역 요지에 지사 보유  - 방화동 기지등 개발가치 우수</TD></TR> <TR style="HEIGHT: 24.75pt" height=33> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 24.75pt; BACKGROUND-COLOR: #eaeaea" height=33>선진</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">저PER</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 꾸준히 영업실적 개선중 . 한미FTA와 원재료가 상승으로 리스크 존재</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>세보엠이씨</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">우량IT</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 업종내 1위, 주매출처 삼성 . 저 영업마진, 성장 정체이나 이익의 질 개선중 . 비반도체 부문 수주 안정적 유지 . 삼성 매출 비중이 높음에 따라 주가 저평가 상태</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>신성델타테크</TD> <TD class=xl24 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">우량IT</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 다양한 사업부문 성장 (가전, 자동차, LCD, 휴대폰) . 프리미엄가전, SM시리즈, LG휴대폰 매출 증가로 06년 실적 향상 . 지분법 이익 증가추세(BLU부품 자회사) . 르노삼성 SUV 출시 및 LG휴대폰 호조가 성장 견인</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>신영와코루</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">자산주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 구로동 토지가치 공시지가+현금성자산>시가총액 . 무차입 경영 . 시험가동에 들어간 중국공장 현지생산 후 국내 공장 부동산가치 현실화 가능</TD></TR> <TR style="HEIGHT: 12.75pt" height=17> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 12.75pt; BACKGROUND-COLOR: #eaeaea" height=17>신창전기</TD> <TD class=xl24 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">-</TD> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">-</TD></TR> <TR style="HEIGHT: 12.75pt" height=17> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 12.75pt; BACKGROUND-COLOR: #eaeaea" height=17>아세아시멘트</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">-</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>-</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>아이디스</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">우량IT</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 세계 3대 DVR 전문 제조업체 . 시장지배력, 기술력바탕으로 세계적 보안장비 기업과 제휴 . 지속 성장, 고수익 . 고성장 DVR 산업 최대 수혜주</TD></TR> <TR style="HEIGHT: 12.75pt" height=17> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 12.75pt; BACKGROUND-COLOR: #eaeaea" height=17>에코플라스틱</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">프랜차이즈</TD> <TD class=xl32 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">　</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>영풍제지</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">저PER</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 지관용 원지시장 독보적 지위, 안정적 매출 . 성장모멘텀 부재이나 높은 영업이익률 . 고배당</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>우진ACT</TD> <TD class=xl24 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">우량IT</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 클린룸 오염제어기술 국내 1위 . 삼성전자 반도체/LCD부문 청정공급 협력업체 유일 벤더 . 전방산업 확대 및 바이오, 제약등 신규 적용영역 확대로 성장예상</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>유비프리시젼</TD> <TD class=xl24 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">우량IT</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. LCD 검사장비 국내 1위 . 삼성전자, LPL 동시 납품 . 사업 다각화 . 2007년 하반기부터 실적 회복 예상</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>유한양행</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">성장주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 고령화 수혜 . 신약 레바넥스 출시, 해외 원료의약품 수출 . 유한킴벌리</TD></TR> <TR style="HEIGHT: 24.75pt" height=33> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 24.75pt; BACKGROUND-COLOR: #eaeaea" height=33>이건산업</TD> <TD class=xl24 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">성장주</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 원목가격 지속 상승 추세 . 솔로몬 군도 8,000평 조림사업 가치 지속 상승</TD></TR> <TR style="HEIGHT: 12.75pt" height=17> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 12.75pt; BACKGROUND-COLOR: #eaeaea" height=17>이라이콤</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">-</TD> <TD class=xl32 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">-</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>이오테크닉스</TD> <TD class=xl24 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">우량IT</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 반도체용 Laser Marker 세계 1위, 해외시장 경쟁력 . 확고한 시장 선도로 미래성장동력 확보 . 확고한 기술력, 성장잠재력</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>인선이엔티</TD> <TD class=xl24 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">성장주</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 폐기물 중간처리 업체 인수를 통해 시장 지배력 강화 . 환경문제 관련 성장 잠재력 . 최대수주잔고 바탕으로 2007년 좋은 실적 예상</TD></TR> <TR style="HEIGHT: 60.75pt" height=81> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 60.75pt; BACKGROUND-COLOR: #eaeaea" height=81>조선내화</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">자산주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 우량자회사 소유  - 대한소결금속,대한세라믹스, 대전열병합발전 . 포스코 지분 48만주(1,900억 이상) . 자사주 20%, 실질PBR0.5 . 200억 이상의 순이익</TD></TR> <TR style="HEIGHT: 24.75pt" height=33> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 24.75pt; BACKGROUND-COLOR: #eaeaea" height=33>주성엔지니어</TD> <TD class=xl24 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">프랜차이즈</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 10개 주정업체 과점 . M/S 1위, 안정적 고수익성 유지</TD></TR> <TR style="HEIGHT: 12.75pt" height=17> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 12.75pt; BACKGROUND-COLOR: #eaeaea" height=17>진로발효</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">-</TD> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">-</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>참앤씨</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">우량IT</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. LCD 패널 Repair 장비 제조업체 . 반도체 장비 신규개발로 성장성 . LCD 부문 이익의 질 향상, 반도ㅔ 제조업체 씨싸이언스 합병 . LCD + 반도체 장비</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>참테크</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">턴어라운드</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415> 대구, 천진공장 증설에 따른 06년 실적악화 . 증설 생산라인 안정화 후 수익 개선 예상 . 삼성전자 천진공장 휴대폰 수주 증가로 성장 예상</TD></TR> <TR style="HEIGHT: 12.75pt" height=17> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 12.75pt; BACKGROUND-COLOR: #eaeaea" height=17>케이피에프</TD> <TD class=xl24 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">-</TD> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">-</TD></TR> <TR style="HEIGHT: 24.75pt" height=33> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 24.75pt; BACKGROUND-COLOR: #eaeaea" height=33>코리안리</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">프랜차이즈</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 국내 유일 재보험사, 진입장벽 . 신용등급, M/S 꾸준히 상승 : 세계 10위, 아시아 1위</TD></TR> <TR style="HEIGHT: 12.75pt" height=17> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 12.75pt; BACKGROUND-COLOR: #eaeaea" height=17>텔코웨어</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">-</TD> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">-　</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>포스렉</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">저PER</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 포스코 자회사로 안정적 매출 . 300억 순현금 . 고배당</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>포휴먼</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">성장주</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 자회사 에프애치, 유해가스 제거장치 삼성전자 납품(연 100억 이익) . 대형디젤차 매연저감장치 일본 시장 진출(2006년 후반부터) . 2007년 일본, 중국시장 진출</TD></TR> <TR style="HEIGHT: 12.75pt" height=17> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 12.75pt; BACKGROUND-COLOR: #eaeaea" height=17>풀무원</TD> <TD class=xl24 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">-　</TD> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">-　</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>풍산</TD> <TD class=xl24 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">프랜차이즈</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 방산부문(탄약), 소전부문 독점, 안정적 이익 창출 . 동가격 상승으로 이익 증가 . 부평, 동래 공장 부지 개발 가능성</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>피에스케이</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">우량IT</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 반도체 Asher 장비 세계 1위 . 2006년 폭발적인 성장세 . 2007년 일본 반도체업체 Maker list 등록 . 신규 아이템 출시 예정, 글로벌 장비업체 도약</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>한국기업평가</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">우량IT</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 기업신용평가 부문 1위 . 장기적인 성장 . 최대주주 : 피치레이팅(세계 3대 신용평가기관), 기업역량 강화 . 자사주 소각, 고배당성향</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>한국전력</TD> <TD class=xl24 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">프랜차이즈</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 전력공급 독점 . 전기요금 정부 규제 받으나, 요금조정으로 일정한 이익 확보 . 자산가치 대비 저평가(BPS 66,000원)</TD></TR> <TR style="HEIGHT: 24.75pt" height=33> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 24.75pt; BACKGROUND-COLOR: #eaeaea" height=33>한국주철관</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">자산주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 마켓리더 . 현금성 자산 600억, 보유토지</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>한독약품</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">성장주</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 고령화 수혜 . 유일한 외자계 상장 제약사 . 오리지널 제품 매출 대부분 . 한미FTA, 약가적정화방안 등 규제리스크에 영향이 적음</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>한양이엔지</TD> <TD class=xl24 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">우량IT</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 과점적 위치, 주매출처 삼성 . 삼성전자 설비투자 장기계획에 따른 꾸준한 매출 . 신규수요+유지보수 매출(고이익률) . 주주정책 우수 - 고배당, 무상증자</TD></TR> <TR style="HEIGHT: 24.75pt" height=33> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 24.75pt; BACKGROUND-COLOR: #eaeaea" height=33>한일철강</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">자산주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 서울 가양동 공장부지 5,700평>시가총액 . 포스코 유통대리점, 안정적 영업기반</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>한진</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">자산주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. BPS 40,000원 . 대한항공 9.2%, 시가총액의 절반 이상 . 보유토지 장부가/공시지가 차이 2,700억 . 서울고속터니널 16.7%</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>현대시멘트</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">자산주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 340만평 석회성 광산, 성우리조트, 건설중인 36홀 회원제 골프장, 단양CC, 서초동 본사빌딩 등 보유자산 가치 탁월 . 자사주 39% 감안 저평가</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>황금에스티</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">성장주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 스텐레스 내수시장 15% 점유율 . 안정적인 수요증가, 원재료 니켈가격 전가로 이익 급증 . 600여곳의 안정적인 매출처 . 06년 말 당진공장 완공, 고부가가치 스텐레스 제품 생산, 이익증가</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>BYC</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">자산주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 토지 장부가 1,000억, 공시지가 2,000억 . 복잡한 상호지분 구조, 높은 관계사간 거래비중, 표면적인 지배 대주주 부재</TD></TR> <TR style="HEIGHT: 60.75pt" height=81> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 60.75pt; BACKGROUND-COLOR: #eaeaea" height=81>DMS</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">우량IT</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. LCD 제조공정 세정장비 세계 1위 . 제품, 거래선 다각확에 성공 . 코스닥내 매출규모, 수익성, 고객/제품 다변화등 최고 수준 . 혁신적인 장비개발 능력, 원가경쟁력으로 글로벌 장비업체 도약 . 10년 이상 장기 투자 기업</TD></TR> <TR style="HEIGHT: 60.75pt" height=81> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 60.75pt; BACKGROUND-COLOR: #eaeaea" height=81>KPC홀딩스</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">자산주</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 진양그룹 지주회사  - 한국포리올, 한국화인케미칼, 그린소프트켐 . 현금성 자산 600억, 자사주 20% . 한국포리올 - 꾸준한 이익 증가 . 한국화인케미칼 - 2007년 사상 최대 실적 예상</TD></TR> <TR style="HEIGHT: 24.75pt" height=33> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 24.75pt; BACKGROUND-COLOR: #eaeaea" height=33>KT</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">프랜차이즈</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 독점기업, 매년 1조이상의 순이익 창출 . 고배당, 저평가</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>SK</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">지배구조</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 마켓리더, 우량자회사, 해외자원 개발지분 . 지주회사 전환, SK인천정유 상장 추진 . 지주회사 전환 후가 기대되는 기업</TD></TR> <TR style="HEIGHT: 48.75pt" height=65> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 48.75pt; BACKGROUND-COLOR: #eaeaea" height=65>SK가스</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">프랜차이즈</TD> <TD class=xl33 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. LPG 수입, 판매 과점 (E1) . 설비투자 고비용, 진입장벽 . 설비투자 마무리, 풍부한 현금흐름 예상 . 외부변수(환율, LPG 수입가)와 관계없이 적정 마진 보장</TD></TR> <TR style="HEIGHT: 36.75pt" height=49> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 36.75pt; BACKGROUND-COLOR: #eaeaea" height=49>SK텔레콤</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">프랜차이즈</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 무선통신 시장 마켓리더, 확고한 시장 위치 . 세계에서 가장 우수한 수익성을 보유한 무선통신사 . PER 시장 평균 이하, 투자적기</TD></TR> <TR style="HEIGHT: 60.75pt" height=81> <TD class=xl27 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT: white 1pt solid; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; HEIGHT: 60.75pt; BACKGROUND-COLOR: #eaeaea" height=81>TJ미디어</TD> <TD class=xl30 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea">턴어라운드</TD> <TD class=xl31 style="BORDER-RIGHT: white 1pt solid; BORDER-LEFT-COLOR: white; WIDTH: 311pt; BORDER-TOP-COLOR: white; BORDER-BOTTOM: white 1pt solid; BACKGROUND-COLOR: #eaeaea" width=415>. 금영과 노래 반주기시장 양분 . IPTV 도입에 따른 콘텐츠 매출 증가, . 일본 1위 업체와 공급 계약 . 과점저 시장 위치로 인해 장기적으로 이익 회복 예상 . 자산가치 저평가</TD></TR></TBODY></TABLE></DIV></DIV></TD></TR></TBODY></TABLE></TD></TR></TBODY></TABLE>