상담 부탁드립니다.(대동스틸)

<P>주식투자 4개월 정도된 초보입니다.</P> <P>나름 가치투자를 지향하며 공부하고 분석하고 주워듣고 등등해서...</P> <P>2500만원 정도를 투자하고 있습니다.(매달 250만원 정도씩 적립중입니다.)</P> <P> </P> <P>제 종목은</P> <P>1. 대동스틸 </P> <P>비중: 60%</P> <P>단가: 4100원</P> <P> </P> <P>2. 경남에너지</P> <P>비중 30%</P> <P> </P> <P>3. 대우증권</P> <P>비중 10%</P> <P> </P> <P>이렇습니다.</P> <P> </P> <P>경남에너지는 도시가스 독점업체라 그리 걱정이 없고 대우증권은 투자 비중이 낮아 큰 걱정은 없습니다.</P> <P> </P> <P>문제는 대동스틸입니다.</P> <P>철강주중 가장 저평가 되었다고 판단되어 예전 3000원 근방에 들어가서 근래 4800에 매도해서 약 70% 정도의 수익을 올린적이 있습니다. </P> <P>그러다 이번에 제법 큰 낙폭으로 떨어지길래 매수했는데(한번 먹어보니 근거없는 자신감이 붙은거죠) 계속 떨어지네요.</P> <P>다소 무리수를 두면서(한국제지, 현대하이스코 팔아가며...) 물타기를 하고 있습니다.</P> <P>솔직히 이제는 니가 이기나 내가 이기나 식의 다소 감정적으로 대응하는 제 모습도 보이고 이래저래 피곤합니다.</P> <P>주식 괜히 시작했다는 자괴감마저 듭니다.</P> <P>기업에 대한 확신이 없으니 불안한 것 같습니다.</P> <P> </P> <P>대동스틸에 대한 상담 좀 부탁드립니다.</P> <P> <TABLE id=tblSubMenuBar style="DISPLAY: inline" cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD style="PADDING-RIGHT: 10px; PADDING-LEFT: 10px; PADDING-BOTTOM: 5px" vAlign=top align=middle> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD background=/SVO/Handbook_New/images/bg_dot_deco.gif height=10></TD></TR></TBODY></TABLE></TD> <TD width=1 bgColor=#47a7ae></TD></TR></TBODY></TABLE> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD width=1 bgColor=#47a7ae></TD> <TD style="PADDING-RIGHT: 10px; PADDING-LEFT: 10px" vAlign=top align=middle> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD style="PADDING-TOP: 2px" vAlign=top align=middle> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD width=7> <IMG height=131 src="https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fcomp.fnguide.com%2FSVO%2FHandbook_New%2Fimages%2Fimg_company_left.gif" width=7></TD> <TD vAlign=center background=/SVO/Handbook_New/images/img_company_mid1.gif> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD style="PADDING-BOTTOM: 6px; PADDING-TOP: 1px" vAlign=top height=63> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD vAlign=top align=left background=/SVO/Handbook_New/images/img_company_view_mid.gif height=56> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD width=3 rowSpan=2> <IMG height=56 src="https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fcomp.fnguide.com%2FSVO%2FHandbook_New%2Fimages%2Fimg_company_view_left.gif" width=3></TD> <TD style="PADDING-RIGHT: 14px; PADDING-LEFT: 14px; PADDING-BOTTOM: 2px" vAlign=bottom height=34> <TABLE cellSpacing=0 cellPadding=0 width="100%"> <TBODY> <TR> <TD style="PADDING-TOP: 3px" width="60%"><SPAN class=Blue_company>(주)대동스틸 (A048470)</SPAN></TD> <TD vAlign=bottom align=right>KOSDAQ : 제조</TD></TR></TBODY></TABLE></TD> <TD class=Blue_company width=3 rowSpan=2> <IMG height=56 src="https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fcomp.fnguide.com%2FSVO%2FHandbook_New%2Fimages%2Fimg_company_view_right.gif" width=3></TD></TR> <TR> <TD style="PADDING-RIGHT: 14px; PADDING-LEFT: 16px" vAlign=top height=22> <TABLE cellSpacing=0 cellPadding=0 width="100%"> <TBODY> <TR> <TD class=tahoma_Blue_3 style="PADDING-TOP: 2px" vAlign=top width="60%">Dae Dong Steel Co., Ltd.</TD> <TD style="PADDING-TOP: 2px" vAlign=top align=right><A class=tahoma_Blue href="http://www.daedongsteel.co.kr/" target=_new o[안내]태그제한으로등록되지않습니다-xx[안내]태그제한으로등록되지않습니다-xx[안내]태그제한으로등록되지않습니다-xx[안내]태그제한으로등록되지않습니다-xx[안내]태그제한으로등록되지않습니다-xxonFocus="this.blur()">http://www.daedongsteel.co.kr</A></TD></TR></TBODY></TABLE></TD></TR></TBODY></TABLE></TD> <TD vAlign=top align=right width=250> <TABLE cellSpacing=0 cellPadding=0 width=240 border=0> <TBODY> <TR align=middle> <TD class=tahoma_Blue2 width="20%" height=35>업종PER</TD> <TD class=tahoma_Blue2 width="20%" height=35>PER</TD> <TD class=tahoma_Blue2 width="20%">12M<BR>PER</TD> <TD class=tahoma_Blue2 width="20%">PBR</TD> <TD class=tahoma_Blue2 width="20%">배당<BR>수익률</TD></TR> <TR> <TD background=/SVO/Handbook_New/images/bg_dot_line.gif colSpan=5 height=1></TD></TR> <TR align=middle> <TD class=tahoma_11 height=20>52.19</TD> <TD class=tahoma_11 height=20>11.60</TD> <TD class=tahoma_11></TD> <TD class=tahoma_11>1.05</TD> <TD class=tahoma_11>1.24</TD></TR></TBODY></TABLE></TD></TR></TBODY></TABLE></TD></TR> <TR> <TD background=/SVO/Handbook_New/images/bg_dot_line.gif height=1></TD></TR> <TR> <TD style="PADDING-TOP: 5px" align=middle> <TABLE cellSpacing=0 cellPadding=0 width="97%" border=0> <TBODY> <TR> <TD class=tahoma_11_text height=16>FICS Sector <SPAN class=tahoma_11_gray>:</SPAN> <SPAN class=tahoma_11>소재</SPAN></TD> <TD class=tahoma_11_text align=right width="56%">주식담당 : <SPAN class=tahoma_11>02)780-4526</SPAN></TD></TR> <TR> <TD class=tahoma_11_text height=16>FICS Industry Group <SPAN class=tahoma_11_gray>:</SPAN> <SPAN class=tahoma_11>소재</SPAN></TD> <TD class=tahoma_11_text align=right>본사 : <SPAN class=tahoma_11>02-780-4448</SPAN></TD></TR> <TR> <TD class=tahoma_11_text height=16>FICS Industry <SPAN class=tahoma_11_gray>:</SPAN> <SPAN class=tahoma_11>금속 및 광물</SPAN></TD> <TD class=tahoma_11_text align=right>본사주소 : <SPAN class=tahoma_11>서울시 영등포구 여의도동 44-1 대영빌딩 5층</SPAN></TD></TR></TBODY></TABLE></TD></TR></TBODY></TABLE></TD> <TD width=7> <IMG height=131 src="https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fcomp.fnguide.com%2FSVO%2FHandbook_New%2Fimages%2Fimg_company_right.gif" width=7></TD></TR></TBODY></TABLE></TD></TR> <TR> <TD class=tahoma_11_gray style="PADDING-RIGHT: 15px; PADDING-LEFT: 15px; PADDING-TOP: 5px" vAlign=top align=middle height=40> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR vAlign=top> <TD class=tahoma_11_gray width="42%">FICS : FnGuide Industry Classification Standard</TD> <TD class=tahoma_11_gray align=right width="58%">PER : 전일자 보통주 수정주가 / 최근결산 EPS<BR>PBR : 전일자 보통주 수정주가 / 최근결산 BPS<BR>12M PER : 12개월 Forward PER, 배당수익률 : 보통주 DPS(현금) 이용</TD></TR></TBODY></TABLE></TD></TR></TBODY></TABLE></TD> <TD width=1 bgColor=#47a7ae></TD></TR></TBODY></TABLE> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD width=1 bgColor=#47a7ae></TD> <TD style="PADDING-RIGHT: 10px; PADDING-LEFT: 10px; PADDING-BOTTOM: 20px" vAlign=top align=middle> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD vAlign=top width="49%"> <TABLE class=table_box cellSpacing=1 cellPadding=0 width="100%" border=0> <TBODY> <TR align=middle height=20> <TD class=td_title_bg1 colSpan=2 height=25>Price & Size [2007.10.09]</TD> <TR> <TD bgColor=#ccd2d5 colSpan=2 height=1></TD></TR> <TR height=18> <TD class=td_gray_left width="50%">종가(원)</TD> <TD class=td_white_center style="PADDING-RIGHT: 15pt" align=right width="50%">4,020</TD> <TR> <TD bgColor=#ccd2d5 colSpan=2 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 20px">52주 최고</TD> <TD class=td_white_center style="PADDING-RIGHT: 15pt" align=right>4,800</TD> <TR> <TD bgColor=#ccd2d5 colSpan=2 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 20px">52주 최저</TD> <TD class=td_white_center style="PADDING-RIGHT: 15pt" align=right>1,365</TD> <TR> <TD bgColor=#ccd2d5 colSpan=2 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 20px">변동율 (1개월, %)</TD> <TD class=td_white_center style="PADDING-RIGHT: 15pt" align=right>29.68</TD> <TR> <TD bgColor=#ccd2d5 colSpan=2 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 20px">변동율 (3개월, %)</TD> <TD class=td_white_center style="PADDING-RIGHT: 15pt" align=right>67.15</TD> <TR> <TD bgColor=#ccd2d5 colSpan=2 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 20px">변동율 (6개월, %)</TD> <TD class=td_white_center style="PADDING-RIGHT: 15pt" align=right>117.89</TD> <TR> <TD bgColor=#ccd2d5 colSpan=2 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 20px">변동율 (12개월, %)</TD> <TD class=td_white_center style="PADDING-RIGHT: 15pt" align=right>152.04</TD> <TR> <TD bgColor=#ccd2d5 colSpan=2 height=1></TD></TR> <TR height=18> <TD class=td_gray_left>시가총액(억원)</TD> <TD class=td_white_center style="PADDING-RIGHT: 15pt" align=right>402</TD> <TR> <TD bgColor=#ccd2d5 colSpan=2 height=1></TD></TR> <TR height=18> <TD class=td_gray_left>발행주식수(보통, 주)</TD> <TD class=td_white_center style="PADDING-RIGHT: 15pt" align=right>10,000,000</TD> <TR> <TD bgColor=#ccd2d5 colSpan=2 height=1></TD></TR> <TR height=18> <TD class=td_gray_left>발행주식수(우선, 주)</TD> <TD class=td_white_center style="PADDING-RIGHT: 15pt" align=right>0</TD> <TR> <TD bgColor=#ccd2d5 colSpan=2 height=1></TD></TR> <TR height=18> <TD class=td_gray_left>외국인비중(%)</TD> <TD class=td_white_center style="PADDING-RIGHT: 15pt" align=right>3.44</TD> <TR> <TD bgColor=#ccd2d5 colSpan=2 height=1></TD></TR> <TR height=18> <TD class=td_gray_left height=16>베타(시장대비, Daily, 1Year)</TD> <TD class=td_white_center style="PADDING-RIGHT: 15pt" align=right>1.02523</TD> <TR> <TD bgColor=#ccd2d5 colSpan=2 height=1></TD></TR> <TR height=18> <TD class=td_gray_left>액면가(원)</TD> <TD class=td_white_center style="PADDING-RIGHT: 15pt" align=right>500</TD></TR> <TR> <TD bgColor=#ccd2d5 colSpan=2 height=1></TD></TR></TBODY></TABLE> <TABLE cellSpacing=0 cellPadding=0 border=0> <TBODY> <TR> <TD class=tahoma_11_gray vAlign=top align=right height=11></TD></TR></TBODY></TABLE> <TABLE class=table_box cellSpacing=1 cellPadding=0 width="100%" border=0> <TBODY> <TR height=20> <TD class=td_title_bg1 align=middle width="100%" colSpan=3 height=25>신용등급</TD> <TR height=18> <TD class=td_gray_center align=middle width="33%"> </TD> <TD class=td_gray_center align=middle width="33%"> </TD> <TD class=td_gray_center align=middle width="33%"> </TD></TR> <TR height=18> <TD class=td_white_center align=middle> </TD> <TD class=td_white_center align=middle> </TD> <TD class=td_white_center align=middle> </TD></TR> <TR> <TD bgColor=#ccd2d5 colSpan=5 height=1></TD></TR></TBODY></TABLE></TD> <TD width="1%"> </TD> <TD vAlign=top width="50%"> <TABLE class=table_box cellSpacing=1 cellPadding=0 width="100%" border=0> <TBODY> <TR height=25> <TD class=td_title_bg1 align=middle width="50%" height=25>Shareholders <SPAN id=SD_STD_DT>[2007.03.26]</SPAN></TD> <TD class=td_tttle_bg2 align=middle width="30%">주권의 수(주)</TD> <TD class=td_tttle_bg2 align=middle width="20%">지분율(%)</TD><XSCRIPT language=xxxxxxxxxxjavascript>window.SD_STD_DT.innerText = '[2007.03.26]'</XSCRIPT> <TR> <TD bgColor=#ccd2d5 colSpan=3 height=1></TD></TR> <TR height=20> <TD class=td_gray_left><A href="http://comp.fnguide.com/SVO/Handbook_New/html/SVD_Main_A048470.htm?pGB=4#" [안내]태그제한으로등록되지않습니다-xx[안내]태그제한으로등록되지않습니다-xx[안내]태그제한으로등록되지않습니다-xx[안내]태그제한으로등록되지않습니다-xx[안내]태그제한으로등록되지않습니다-xxonmouseover='xxxxxxxxxxjavascript:showToolTip(event,"<tr><td> 임형기</td><td align=center> 24.46</td></tr><tr><td> 오수복</td><td align=center> 11.87</td></tr><tr><td> 임영기</td><td align=center> 3.69</td></tr><tr><td> 김경순</td><td align=center> 2.6</td></tr><tr><td> 임무휘</td><td align=center> 0.2</td></tr>")' [안내]태그제한으로등록되지않습니다-xx[안내]태그제한으로등록되지않습니다-xx[안내]태그제한으로등록되지않습니다-xx[안내]태그제한으로등록되지않습니다-xx[안내]태그제한으로등록되지않습니다-xxonmouseout="xxxxxxxxxxjavascript:hideToolTip()">임형기(外 4인)</A></TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right>4,281,085</TD> <TD class=td_white_center align=middle>42.81</TD></TR><XSCRIPT language=xxxxxxxxxxjavascript>window.SD_STD_DT.innerText = '[2007.03.26]'</XSCRIPT> <TR> <TD bgColor=#ccd2d5 colSpan=3 height=1></TD></TR> <TR height=20> <TD class=td_gray_left>대동스틸 자사주 펀드</TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right>774,982</TD> <TD class=td_white_center align=middle>7.75</TD></TR> <TR> <TD bgColor=#ccd2d5 colSpan=3 height=1></TD></TR> <TR height=20> <TD class=td_gray_left> </TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right> </TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right> </TD></TR> <TR> <TD bgColor=#ccd2d5 colSpan=3 height=1></TD></TR> <TR height=20> <TD class=td_gray_left> </TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right> </TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right> </TD></TR> <TR> <TD bgColor=#ccd2d5 colSpan=5 height=1></TD></TR></TBODY></TABLE> <TABLE cellSpacing=0 cellPadding=0 border=0> <TBODY> <TR> <TD class=tahoma_11_gray vAlign=top align=right height=11></TD></TR></TBODY></TABLE> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD vAlign=top> <TABLE class=table_box cellSpacing=1 cellPadding=0 width="100%" border=0> <TBODY> <TR height=25> <TD class=td_title_bg1 align=middle width="32%" height=25>주주형태</TD> <TD class=td_tttle_bg2 align=middle width="18%">주주수</TD> <TD class=td_tttle_bg2 align=middle width="30%">주권의 수(주)</TD> <TD class=td_tttle_bg2 align=middle width="20%">지분율(%)</TD> <TR> <TD bgColor=#ccd2d5 colSpan=4 height=1></TD></TR> <TR height=20> <TD class=td_gray_left>개인/법인</TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right>1</TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right>4,281,085</TD> <TD class=td_white_center align=middle>42.81</TD> <TR> <TD bgColor=#ccd2d5 colSpan=4 height=1></TD></TR> <TR height=20> <TD class=td_gray_left>주요외국인주주</TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right></TD> <TD class=td_white_center align=middle></TD> <TR> <TD bgColor=#ccd2d5 colSpan=4 height=1></TD></TR> <TR height=20> <TD class=td_gray_left>기관투자자</TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right></TD> <TD class=td_white_center align=middle></TD> <TR> <TD bgColor=#ccd2d5 colSpan=4 height=1></TD></TR> <TR height=20> <TD class=td_gray_left>정부/정부기관</TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right></TD> <TD class=td_white_center align=middle></TD> <TR> <TD bgColor=#ccd2d5 colSpan=4 height=1></TD></TR> <TR height=20> <TD class=td_gray_left>자사주</TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right></TD> <TD class=td_white_center align=middle></TD> <TR> <TD bgColor=#ccd2d5 colSpan=4 height=1></TD></TR> <TR height=20> <TD class=td_gray_left>자사주펀드</TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right>1</TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right>774,982</TD> <TD class=td_white_center align=middle>7.75</TD> <TR> <TD bgColor=#ccd2d5 colSpan=4 height=1></TD></TR> <TR height=20> <TD class=td_gray_left>해외DR</TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 10pt" align=right></TD> <TD class=td_white_center align=middle></TD> <TR> <TD bgColor=#ccd2d5 colSpan=4 height=1></TD></TR></TBODY></TABLE></TD></TR> <TR> <TD class=tahoma_11_gray style="PADDING-TOP: 5px" vAlign=top align=left height=36>* 주권의 수 : 의결권이 있는 주식수.<BR>* 주식등의 비율이 5% 미만인 종목은 공시 의무가 없어 최종 공시를 기초로 작성되었으므로<BR><FONT color=#ffffff>*</FONT> 실제 보유 상황과 상이할 수 있음. </TD></TR></TBODY></TABLE></TD></TR></TBODY></TABLE></TD> <TD width=1 bgColor=#47a7ae></TD></TR></TBODY></TABLE> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD width=1 bgColor=#47a7ae></TD> <TD style="PADDING-RIGHT: 10px; PADDING-LEFT: 10px; PADDING-BOTTOM: 10px" vAlign=top align=middle> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD vAlign=top align=middle> <TABLE class=table_box cellSpacing=1 cellPadding=0 width="100%" border=0> <TBODY> <TR height=20> <TD class=td_title_bg1 align=middle height=25>Consensus []</TD> <TD class=td_tttle_bg2 align=middle>투자의견*</TD> <TD class=td_tttle_bg2 align=middle>목표주가(원)</TD> <TD class=td_tttle_bg2 align=middle>EPS(원)</TD> <TD class=td_tttle_bg2 align=middle>PER(배)</TD> <TD class=td_tttle_bg2 align=middle>추정기관수</TD> <TR height=20> <TD class=td_gray_center align=middle width="49%" height=35> <TABLE height=29 cellSpacing=0 cellPadding=0 border=0> <TBODY> <TR> <TD width=264 background=/SVO/Handbook_New/images/bg_graph_1.gif><SPAN id=ConWidth style="WIDTH: 0px"> </SPAN></TD></TR></TBODY></TABLE></TD> <TD class=td_white_center align=middle width="10.2%"><FONT color=#8a8a8a>N/A</FONT></TD> <TD class=td_white_center align=middle width="10.2%"></TD> <TD class=td_white_center align=middle width="10.2%"></TD> <TD class=td_white_center align=middle width="10.2%"></TD> <TD class=td_white_center align=middle width="10.2%"></TD> <TR> <TD bgColor=#ccd2d5 colSpan=8 height=1></TD></TR></TBODY></TABLE></TD></TR> <TR> <TD class=tahoma_11_gray style="PADDING-LEFT: 20px; PADDING-TOP: 4px" vAlign=top align=left height=30> <TABLE height=29 cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD class=tahoma_11_gray vAlign=top width="50%">* 1=Sell, 2=U/Weight, 3=Neutral, 4=Buy, 5=S/Buy</TD> <TD class=tahoma_11_gray vAlign=top width="50%">* EPS, PER 은 FY1에 대한 증권사 평균 추정실적임.</TD></TR></TBODY></TABLE></TD></TR></TBODY></TABLE></TD> <TD width=1 bgColor=#47a7ae></TD></TR></TBODY></TABLE> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD width=1 bgColor=#47a7ae></TD> <TD style="PADDING-RIGHT: 10px; PADDING-LEFT: 10px; PADDING-BOTTOM: 20px" vAlign=top align=middle> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD vAlign=top width="49%"> <TABLE class=frame_box_white cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD class=td_title_bg1 align=middle height=25>주가, 상대수익률 및 내부자거래</TD></TR> <TR> <TD vAlign=center align=middle width="100%" height=255> <IMG src="https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fcomp.fnguide.com%2FSVO%2FHandbook_New%2Fhtml%2Fimg%2FRelPeft_A048470.jpg"> </TD></TR></TBODY></TABLE></TD> <TD width="1%"> </TD> <TD vAlign=top width="50%"> <TABLE class=frame_box_white cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD class=td_title_bg1 align=middle height=25>투자의견 및 목표주가 변경</TD></TR> <TR> <TD vAlign=center align=middle width="100%" height=255> <IMG src="https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fcomp.fnguide.com%2FSVO%2FHandbook_New%2Fhtml%2Fimg%2FRecomm_A048470.jpg"> </TD></TR></TBODY></TABLE></TD></TR></TBODY></TABLE></TD> <TD width=1 bgColor=#47a7ae></TD></TR></TBODY></TABLE> <STYLE type=text/css> .clsPara1 {margin-left:13pt;list-style-type:square;line-height:120%} .clsPara2 {margin-left:13pt;list-style-type:circle;line-height:120%} </STYLE> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD width=1 bgColor=#47a7ae></TD> <TD style="PADDING-RIGHT: 10px; PADDING-LEFT: 10px; PADDING-BOTTOM: 20px" vAlign=top align=middle> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR vAlign=center> <TD height=25> <IMG height=4 src="https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fcomp.fnguide.com%2FSVO%2FHandbook_New%2Fimages%2Fbullet_1.gif" width=4 align=absMiddle> <SPAN class=tahoma_Blue_B>Business Summary  </SPAN><SPAN class=tahoma_Blue>[2007.06]</SPAN></TD></TR> <TR> <TD vAlign=top height=120> <TABLE class=frame_box_white height="100%" cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD class=td_title_bg1 align=middle height=25>외형확대 및 수익성 증가</TD></TR> <TR> <TD id=tdComment1 style="PADDING-RIGHT: 10px; PADDING-LEFT: 10px; PADDING-BOTTOM: 10px; PADDING-TOP: 10px" vAlign=top align=left height="100%"> <UL class=clsPara1 style="MARGIN-BOTTOM: -10px"> <LI>포스코에서 공급하는 철강제품의 가격안정 및 판관비 감소로 인해 2007년 반기 매출액은 611.8억원으로 11.62% 증가, 영업이익은 36억원으로 34.07% 증가함.<BR>  <LI>포스코지정 11개 지점중 시장점유율이 중상위권에 속하며 꾸준한 영업범위 확장 추세임. 타인자본에 의존도가 높지 않고 국내 자동차, 선박, 건설 등 철강시장의 안정적 성장이 예상됨에 따라 실적상승 기대. 잠재적으로 중국등 신흥시장 성장으로 인한 철강재 공급부족과 가격 급등이 실적에 영향을 미치게 될 수 있음.<BR>  </LI></UL> <P style="MARGIN-TOP: 1px; TEXT-ALIGN: right">작성일:2007/08/28</P></TD></TR></TBODY></TABLE></TD></TR></TBODY></TABLE></TD> <TD width=1 bgColor=#47a7ae></TD></TR></TBODY></TABLE> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD width=1 bgColor=#47a7ae></TD> <TD style="PADDING-RIGHT: 10px; PADDING-LEFT: 10px" vAlign=top align=middle> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR vAlign=center> <TD height=25> <IMG height=4 src="https://img1.daumcdn.net/relay/cafe/original/?fname=http%3A%2F%2Fcomp.fnguide.com%2FSVO%2FHandbook_New%2Fimages%2Fbullet_1.gif" width=4 align=absMiddle> <SPAN class=tahoma_Blue_B>Financial Highlight</SPAN><SPAN class=tahoma_Blue></SPAN></TD></TR> <TR> <TD vAlign=top> <TABLE class=table_box cellSpacing=1 cellPadding=0 width="100%" border=0> <TBODY> <TR height=20> <TD class=td_title_bg1 align=middle height=25>Recent A. 2006.12</TD> <TD class=td_title_bg1 align=middle colSpan=4>Annual </TD> <TD class=td_title_bg1 align=middle colSpan=5>Net Quarter</TD> <TR height=20> <TD class=td_tttle_bg2 align=middle width="19%" height=25>Recent Q. 2007.06</TD> <TD class=td_tttle_bg2 align=middle width="9%">2004.12</TD> <TD class=td_tttle_bg2 align=middle width="9%">2005.12</TD> <TD class=td_tttle_bg2 align=middle width="9%">2006.12</TD> <TD class=td_tttle_bg2 align=middle width="9%"></TD> <TD class=td_tttle_bg2 align=middle width="9%">2006.09</TD> <TD class=td_tttle_bg2 align=middle width="9%">2006.12</TD> <TD class=td_tttle_bg2 align=middle width="9%">2007.03</TD> <TD class=td_tttle_bg2 align=middle width="9%">2007.06</TD> <TD class=td_tttle_bg2 align=middle width="9%"></TD> <TR> <TD bgColor=#ccd2d5 colSpan=10 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 3pt">EPS(원)</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>1,230</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>-261</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>347</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>82</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>99</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>104</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>119</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD></TR></TR> <TR> <TD bgColor=#ccd2d5 colSpan=10 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 3pt">BPS(원)</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>3,774</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>3,423</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>3,839</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>3,629</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>3,839</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>4,228</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>4,398</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD></TR></TR> <TR> <TD bgColor=#ccd2d5 colSpan=10 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 3pt">보통주DPS(현금,원)</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>125</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>30</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>50</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>50</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD></TR></TR> <TR> <TD bgColor=#ccd2d5 colSpan=10 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 3pt">발행주식수(보통주,천주)</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>10,000</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>10,000</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>10,000</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>10,000</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>10,000</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>10,000</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>10,000</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD></TR></TR> <TR> <TD bgColor=#ccd2d5 colSpan=10 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 3pt">PER(배)</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>1.40</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>-7.26</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>4.54</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD></TR></TR> <TR> <TD bgColor=#ccd2d5 colSpan=10 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 3pt">배당수익률(보통주,현금,%)</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>7.25</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>1.59</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>3.17</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD></TR></TR> <TR> <TD bgColor=#ccd2d5 colSpan=10 height=1></TD></TR></TR> <TR> <TD bgColor=#ccd2d5 colSpan=10 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 3pt">매출액(억원)</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>1,454</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>1,309</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>1,111</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>256</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>307</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>319</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>293</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD></TR></TR> <TR> <TD bgColor=#ccd2d5 colSpan=10 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 3pt">영업이익(억원)</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>164</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>-22</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>53</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>14</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>12</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>15</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>21</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD></TR></TR> <TR> <TD bgColor=#ccd2d5 colSpan=10 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 3pt">  영업이익률(%)</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>11.27</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>-1.67</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>4.77</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>5.34</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>4.07</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>4.67</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>7.20</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD></TR></TR> <TR> <TD bgColor=#ccd2d5 colSpan=10 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 3pt">당기순이익(억원)</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>123</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>-26</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>35</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>8</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>10</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>10</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>12</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD></TR></TR> <TR> <TD bgColor=#ccd2d5 colSpan=10 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 3pt">  순이익률(%)</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>8.46</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>-1.99</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>3.12</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>3.21</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>3.22</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>3.26</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>4.07</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD></TR></TR> <TR> <TD bgColor=#ccd2d5 colSpan=10 height=1></TD></TR></TR> <TR> <TD bgColor=#ccd2d5 colSpan=10 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 3pt">ROA(%)</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>23.19</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>-3.99</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>4.86</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>1.22</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>1.42</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>1.31</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>1.30</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD></TR></TR> <TR> <TD bgColor=#ccd2d5 colSpan=10 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 3pt">ROE(%)</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>39.52</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>-7.47</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>9.81</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>2.35</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>2.71</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>2.64</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>2.82</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD></TR></TR> <TR> <TD bgColor=#ccd2d5 colSpan=10 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 3pt">자본총계(억원)</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>366</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>331</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>375</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>354</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>375</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>414</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>431</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD></TR></TR> <TR> <TD bgColor=#ccd2d5 colSpan=10 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 3pt">부채총계(억원)</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>237</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>369</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>351</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>315</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>351</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>444</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>545</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD></TR></TR> <TR> <TD bgColor=#ccd2d5 colSpan=10 height=1></TD></TR> <TR height=18> <TD class=td_gray_left style="PADDING-LEFT: 3pt">자본금(억원)</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>50</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>50</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>50</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>50</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>50</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>50</TD> <TD class=td_white_center style="PADDING-RIGHT: 5pt" align=right>50</TD> <TD class=td_tttle_bg_accent style="PADDING-RIGHT: 5pt" align=right></TD></TR></TR> <TR> <TD bgColor=#ccd2d5 colSpan=10 height=1></TD></TR></TBODY></TABLE></TD></TR> <TR> <TD class=tahoma_11_gray style="PADDING-LEFT: 10px; PADDING-TOP: 5px" vAlign=top align=left height=30>* ROA: 총자산순이익률, ROE: 자기자본순이익률, (E): FnConsensus 수치, (P): 잠정치 <BR>* 주가는 해당 결산기말 수정주가 기준이며, EPS, BPS, DPS는 무상증자와 액면변경, 주식배당 등을 감안하여 현재 기준으로 과거 Data를 수정하였습니다. <BR>* 손해보험사의 매출액은 영업수익기준이고, 매출액(E)은 경과보험금액 기준입니다. <BR>* 금융지주회사의 추정치는 연결 재무제표 기준의 추정치이므로 유의하시기 바랍니다. <BR>* 2005년 9월 2일 부로 EPS(원)가 기존 Reported(보고서) 값에서 FnGuide에서 계산한 EPS로 바뀌었습니다. </TD></TR></TBODY></TABLE></TD> <TD width=1 bgColor=#47a7ae></TD></TR></TBODY></TABLE> <TABLE cellSpacing=0 cellPadding=0 width="100%" border=0> <TBODY> <TR> <TD width=1 bgColor=#47a7ae></TD></TR></TBODY></TABLE></P> <P> </P> <P> </P> <P> </P> <P> </P>