[삼지전자]5G 투자 확대로 날개를 단다!

<div><p style='margin: 0px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 23.4px; text-indent: 0px; letter-spacing: normal; font-family: "Nanum Gothic", sans-serif; font-size: 13px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'>삼지전자(2018년 1월 4일 SK증권 보고서 참고)<p style='margin: 0px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 23.4px; text-indent: 0px; letter-spacing: normal; font-family: "Nanum Gothic", sans-serif; font-size: 13px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'> <p style='margin: 0px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 23.4px; text-indent: 0px; letter-spacing: normal; font-family: "Nanum Gothic", sans-serif; font-size: 13px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'>1) 5G 투자 확대 따른 수혜<p style='margin: 0px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 23.4px; text-indent: 0px; letter-spacing: normal; font-family: "Nanum Gothic", sans-serif; font-size: 13px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'>중걔기, 스몰셀 같은 유무선통신장비와 2차전지 장비 제조 업체<p style='margin: 0px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 23.4px; text-indent: 0px; letter-spacing: normal; font-family: "Nanum Gothic", sans-serif; font-size: 13px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'>신규사업으로 태양광 패널 판매 및 시공, 운영관리를 시작<p style='margin: 0px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 23.4px; text-indent: 0px; letter-spacing: normal; font-family: "Nanum Gothic", sans-serif; font-size: 13px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'>계열사로 전자부품 유통업을 하는 에스에이엠티와 반도체 클린룸 시공하는 세일이엔에스 보유<p style='margin: 0px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 23.4px; text-indent: 0px; letter-spacing: normal; font-family: "Nanum Gothic", sans-serif; font-size: 13px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'>LG유플러스의 메인벤더로서 관련 기업들의 5G 투자 급증에 따른 수혜 기대<p style='margin: 0px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 23.4px; text-indent: 0px; letter-spacing: normal; font-family: "Nanum Gothic", sans-serif; font-size: 13px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'>2차전지 부문도 전기차 시장 성장으로 매출 성장 기대<p style='margin: 0px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 23.4px; text-indent: 0px; letter-spacing: normal; font-family: "Nanum Gothic", sans-serif; font-size: 13px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'>자회사 실적 호전에 따른 지분가치도 증가 기대<p style='margin: 0px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 23.4px; text-indent: 0px; letter-spacing: normal; font-family: "Nanum Gothic", sans-serif; font-size: 13px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'> <p style='margin: 0px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 23.4px; text-indent: 0px; letter-spacing: normal; font-family: "Nanum Gothic", sans-serif; font-size: 13px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'>2) 자체사업가치 부각으로 주가 재평가 기대<p style='margin: 0px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 23.4px; text-indent: 0px; letter-spacing: normal; font-family: "Nanum Gothic", sans-serif; font-size: 13px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'>5G 투자확대와 2차전지 시장 성장에 힘입어 자체실적이 성장 정체를 탈피할 전망<p style='margin: 0px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 23.4px; text-indent: 0px; letter-spacing: normal; font-family: "Nanum Gothic", sans-serif; font-size: 13px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'>자체매출액은 2017년 357억에서 2018년 575억원, 2019년 1천억원에 달할 전망<p style='margin: 0px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 23.4px; text-indent: 0px; letter-spacing: normal; font-family: "Nanum Gothic", sans-serif; font-size: 13px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'>현 주가는 자회사 보유지분가치만 반영된 상황<p style='margin: 0px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 23.4px; text-indent: 0px; letter-spacing: normal; font-family: "Nanum Gothic", sans-serif; font-size: 13px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'> 제스퍼의 투자의견 : 비중확대<p style='margin: 0px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 23.4px; text-indent: 0px; letter-spacing: normal; font-family: "Nanum Gothic", sans-serif; font-size: 13px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'>5G가 새해벽두부터 큰 화두로 부각<p style='margin: 0px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 23.4px; text-indent: 0px; letter-spacing: normal; font-family: "Nanum Gothic", sans-serif; font-size: 13px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'>전세계적인 투자 확대 러시가 예상됨<p style='margin: 0px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 23.4px; text-indent: 0px; letter-spacing: normal; font-family: "Nanum Gothic", sans-serif; font-size: 13px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'>스몰셀 부분에서 LG유플러스와 협력관계로 투자 확대에 따른 수혜 가능<p style='margin: 0px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 23.4px; text-indent: 0px; letter-spacing: normal; font-family: "Nanum Gothic", sans-serif; font-size: 13px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;'>저평가된 주가도 매력적 더 자세한 내용은 아래에서 <a class="tx-link" href="https://allthatvalue.com/issue" target="_blank"><img width="420" class="txc-image" id="A_9905CE335A06802B327F10" style="clear: none; float: none;" src="https://t1.daumcdn.net/cfile/cafe/9905CE335A06802B32" border="0" vspace="1" hspace="1" data-filename="05.png" exif="{}" actualwidth="420" id="A_9905CE335A06802B327F10"/></a> </div>