한미 FTA 수혜 종목군 분석 ^^

1. 세원물산(<A class=con_link href="http://www.se-won.co.kr/" target=_blank>http://www.se-won.co.kr</A>) <TABLE style="WIDTH: 360pt; BORDER-COLLAPSE: collapse" cellSpacing=0 cellPadding=0 width=480 border=0 x:str> <COLGROUP> <COL style="WIDTH: 60pt" span=6 width=80> <TBODY> <TR style="HEIGHT: 12.95pt; mso-height-source: userset" height=17> <TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext 0.5pt solid; WIDTH: 60pt; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 12.95pt; BACKGROUND-COLOR: #ccffcc" width=80 height=17> PER</TD> <TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 60pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: #ccffcc" width=80> PBR</TD> <TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 60pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: #ccffcc" width=80> ROE</TD> <TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 60pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: #ccffcc" width=80> 배당수익률</TD> <TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 60pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: #ccffcc" width=80> EPS증가율</TD> <TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 60pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: #ccffcc" width=80> BPS증가율</TD></TR> <TR style="HEIGHT: 12.95pt; mso-height-source: userset" height=17> <TD class=xl25 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 12.95pt; BACKGROUND-COLOR: transparent" height=17 x:num="4.39"> 4.39 </TD> <TD class=xl25 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" x:num="0.95"> 0.95 </TD> <TD class=xl26 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" x:num="0.24010000000000001"> 24.01%</TD> <TD class=xl26 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" x:num="1.54E-2"> 1.54%</TD> <TD class=xl26 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" x:num="0.43469999999999998"> 43.47%</TD> <TD class=xl26 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" x:num="0.26340000000000002"> 26.34%</TD></TR></TBODY></TABLE>   → DASH PANEL, COWL CROSS MEMBER, RADIATOR SUPPORT 등 자동차 차체 보강판넬류 제조업체 → 현대자동차 지정 LEVEL-1 공장으로서 주요 판매처는 현대자동차임   <TABLE cellSpacing=0 borderColorDark=white cellPadding=1 width=600 borderColorLight=black border=0> <TBODY> <TR> <TD vAlign=bottom align=right width=600>(단위 : 백만원)</TD></TR></TBODY></TABLE> <TABLE cellSpacing=0 borderColorDark=white cellPadding=1 width=610 borderColorLight=black border=1> <THEAD> <TR> <TH vAlign=center align=middle width=72>사업부문</TH> <TH vAlign=center align=middle width=54>매출 유형</TH> <TH vAlign=center align=middle width=205>품 목</TH> <TH vAlign=center align=middle width=135>구체적 용도</TH> <TH vAlign=center align=middle width=58>주 요 상표등</TH> <TH vAlign=center align=middle width=86>매 출 액</TH></TR></THEAD> <TBODY> <TR> <TD vAlign=center align=middle width=72 rowSpan=3>  자동차  차체 부품</TD> <TD vAlign=center align=middle width=54 rowSpan=3>제 품</TD> <TD vAlign=center align=middle width=205> (FRONT PILLAR, DASH PNL  ASS'Y, COWL CROSS 등) </TD> <TD vAlign=center align=middle width=135 rowSpan=2>주1) 참조</TD> <TD vAlign=center align=middle width=58 rowSpan=3>세원 물산</TD> <TD vAlign=center align=right width=86>115,436</TD></TR> <TR> <TD vAlign=center align=middle width=205> 부산물 </TD> <TD vAlign=center align=right width=86>4,968</TD></TR> <TR> <TD vAlign=center align=middle width=205> 금       형 </TD> <TD vAlign=center align=middle width=135>차체부품생산치구</TD> <TD vAlign=center align=right width=86>1,435</TD></TR> <TR> <TD vAlign=center align=middle width=524 colSpan=5> 합          계 </TD> <TD vAlign=center align=right width=86>121,839</TD></TR></TBODY></TABLE>     2. 세원정공(<A class=con_link href="http://www.se-won.co.kr/" target=_blank>http://www.se-won.co.kr</A>) <TABLE style="WIDTH: 360pt; BORDER-COLLAPSE: collapse" cellSpacing=0 cellPadding=0 width=480 border=0 x:str> <COLGROUP> <COL style="WIDTH: 60pt" span=6 width=80> <TBODY> <TR style="HEIGHT: 12.95pt; mso-height-source: userset" height=17> <TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext 0.5pt solid; WIDTH: 60pt; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 12.95pt; BACKGROUND-COLOR: #ccffcc" width=80 height=17> PER</TD> <TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 60pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: #ccffcc" width=80> PBR</TD> <TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 60pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: #ccffcc" width=80> ROE</TD> <TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 60pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: #ccffcc" width=80> 배당수익률</TD> <TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 60pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: #ccffcc" width=80> EPS증가율</TD> <TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 60pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: #ccffcc" width=80> BPS증가율</TD></TR> <TR style="HEIGHT: 12.95pt; mso-height-source: userset" height=17> <TD class=xl25 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 12.95pt; BACKGROUND-COLOR: transparent" height=17 x:num="3.15"> 3.15 </TD> <TD class=xl25 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" x:num="0.52"> 0.52 </TD> <TD class=xl26 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" x:num="0.1739"> 17.39%</TD> <TD class=xl26 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" x:num="1.38E-2"> 1.38%</TD> <TD class=xl26 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" x:num="9.4799999999999995E-2"> 9.48%</TD> <TD class=xl26 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent" x:num="0.28839999999999999"> 28.84%</TD></TR></TBODY></TABLE>   → 현대차 납품용 차체 프레스 제품 생산업체  → 6월 결산법인   <TABLE cellSpacing=0 borderColorDark=white cellPadding=1 width=600 borderColorLight=black border=0> <TBODY> <TR> <TD vAlign=bottom align=right width=600>(단위 : 백만원)</TD></TR></TBODY></TABLE> <TABLE cellSpacing=0 borderColorDark=white cellPadding=1 width=610 borderColorLight=black border=1> <THEAD> <TR> <TH vAlign=center align=middle width=72>사업부문</TH> <TH vAlign=center align=middle width=52>매출 유형</TH> <TH vAlign=center align=middle width=277>품 목</TH> <TH vAlign=center align=middle width=65>구체적 용도</TH> <TH vAlign=center align=middle width=56>주 요 상표등</TH> <TH vAlign=center align=middle width=88>매 출 액</TH></TR></THEAD> <TBODY> <TR> <TD vAlign=center align=middle width=72 rowSpan=4>  자동차  차체 부품</TD> <TD vAlign=center align=middle width=52 rowSpan=3>제 품</TD> <TD vAlign=center align=middle width=277>(FRONT PILLAR DASH PNL  ASS'Y COWL CROSS 등)</TD> <TD vAlign=center align=middle width=65 rowSpan=2>주1) 참조</TD> <TD vAlign=center align=middle width=56 rowSpan=4>세원 정공</TD> <TD vAlign=center align=right width=88>24,452</TD></TR> <TR> <TD vAlign=center align=middle width=277> 부  산  물 </TD> <TD vAlign=center align=right width=88>472</TD></TR> <TR> <TD vAlign=center align=middle width=277> 금       형 </TD> <TD vAlign=center align=middle width=65>차체부품생산치구</TD> <TD vAlign=center align=right width=88>657</TD></TR> <TR> <TD vAlign=center align=middle width=52>상품</TD> <TD vAlign=center align=middle width=277> 상       품 </TD> <TD vAlign=center align=middle width=65> </TD> <TD vAlign=center align=right width=88>-</TD></TR> <TR> <TD vAlign=center align=middle width=522 colSpan=5> 합          계 </TD> <TD vAlign=center align=right width=88>25,581</TD></TR></TBODY></TABLE>     3. LG생명과학(<A class=con_link href="http://www.lgls.co.kr/" target=_blank>http://www.lgls.co.kr</A>) → 전문의약품 주력의 제약업체로 유전공학제품 위주의 사업을 영위. <TABLE cellSpacing=0 borderColorDark=white cellPadding=1 width=600 borderColorLight=black border=0> <TBODY> <TR> <TD vAlign=bottom align=right width=600>(단위 : 백만원)</TD></TR></TBODY></TABLE> <TABLE cellSpacing=0 borderColorDark=white cellPadding=1 width=600 borderColorLight=black border=1> <THEAD> <TR> <TH vAlign=center align=middle width=100>사업부문</TH> <TH vAlign=center align=middle width=78>매출유형</TH> <TH vAlign=center align=middle width=92>품   목</TH> <TH vAlign=center align=middle width=134>구체적용도</TH> <TH vAlign=center align=middle width=102>주요상표등</TH> <TH vAlign=center align=middle width=94>매출액(비율)</TH></TR></THEAD> <TBODY> <TR> <TD vAlign=center align=middle width=100>의약품</TD> <TD vAlign=center align=middle width=78>제품,상품 기타</TD> <TD vAlign=center align=middle width=92>성장호르몬제 고혈압치료제 관절염치료제 백신류 순환기제품 진단시약등</TD> <TD vAlign=center align=middle width=134>왜소치료증 퇴행성관절염치료 B형간염백신 고혈압치료 C형말라리아진단등</TD> <TD vAlign=center align=middle width=102>유트로핀 히루안 유박스 자니딥 HCD,말라리아진단시약</TD> <TD vAlign=center align=right width=94>164,173 (74.2%)</TD></TR> <TR> <TD vAlign=center align=middle width=100>정밀화학</TD> <TD vAlign=center align=middle width=78>제품,상품 기타</TD> <TD vAlign=center align=middle width=92>농약원제 의약중간체</TD> <TD vAlign=center align=middle width=134>살균,살충,제초제 의약품 중간체</TD> <TD vAlign=center align=middle width=102>PCD, PC 가디안, 피안커</TD> <TD vAlign=center align=right width=94>42,198 (19.1%)</TD></TR> <TR> <TD vAlign=center align=middle width=100>동물의약</TD> <TD vAlign=center align=middle width=78>제품,상품 기타</TD> <TD vAlign=center align=middle width=92>산유촉진제 동물항생제</TD> <TD vAlign=center align=middle width=134>젖소산유촉진제 동물질병의치료 및 예방</TD> <TD vAlign=center align=middle width=102>부스틴, 엑센트플러스, 마스터백</TD> <TD vAlign=center align=right width=94>14,834 (6.7%)</TD></TR> <TR> <TD vAlign=center align=middle width=100>합   계</TD> <TD vAlign=center align=middle width=78> </TD> <TD vAlign=center align=middle width=92> </TD> <TD vAlign=center align=middle width=134> </TD> <TD vAlign=center align=middle width=102> </TD> <TD vAlign=center align=right width=94>221,205</TD></TR></TBODY></TABLE></TABLE-GROUP>     더 자세한 것은... <A class=con_link href="http://cafe.daum.net/thothjoon" target=_blank>http://cafe.daum.net/thothjoon <DIV class=autosourcing-stub></DIV></A>             <A href="http://cafe.daum.net/stockpapa">주식투자 수익률 1등 공개카페</A> <A href="http://cafe.daum.net/stockpapa">◈부자아빠 주식카페◈</A> <A href="http://cafe.daum.net/stockpapa">(주식,증권,차트,펀드,재테크)</A>