보컬님의 고수로 가는 길 9

테마별 종목군   1. 무선인터넷 솔루션 및 콘텐트 업체 솔루션 : 로커스, 필링크, 소프트텔레웨어, 시스윌, 디날리아이티,          보이스웨어, 오픈베이스, 나모 콘텐트 : 옴니텔, 지어소프트, 야호커뮤니케이션, 로커스, 다음         디지탈퍼스트, KT(KTIDC)/한통하이텔, 데이콤(KIDC)   2. 위치기반 서비스(LBS)/텔레매틱스(Telematics)/교통정보(ITS)/자동교통요금징수(ETCS)   - HW : 알에프텍, 파인디지털, 현대오토넷, 자티전자, 테크메이트, 대성엘텍 - SW : 한통데이타, 지어소프트, 다우기술  - 기타 : LG전자, SK, 현대모비스   현재는 이통사중심의 After Market(알에프텍)주류이나 점차 자동차업계중심의 Before Market(현대오토넷)으로 이전, 이에 대응하여 SKT는 Nate VMT 서비스 준비중    교통정보서비스(ITS) - 포스데이타, 트래픽ITS, 그루ITS, 인피트론  자동교통요금징수(ETCS) - 씨엔씨엔터, 케이비티   3. CDMA 모듈(Module) 및 블루투스(Bluetooth) - CDMA Module : 이론테크, 그로웰텔레콤 - Bluetooth : 삼테크, 제이콤 - 기 타 : 그로웰전자(리퀴드메탈 응용)/그로웰메탈(리퀴드메탈 생산)   4. 엔터테인먼트 종목군(영화,게임,음반,캐릭터등)   영화 : 플레너스,CJ엔터테인먼트, 게임 : 한빛소프트, 액토즈소프트, 엔씨소프트, NHN, 네오위즈     위자드소프트, 소프트맥스, 타프시스템, 써니YNK 음반 : 예당,에스엠, 대영에이브이, YBM서울, 태진미디어 캐릭터 : 지나월드,대원씨아이, 애니메이션 :한신코퍼레이션,선우엔터테인먼트 도 박 , 술 : 파라다이스, 코텍, 국순당 5. 정보보호 및 보안 솔루션 종목군   PKI,칩입탐지,통합인증,VPN : 소프트포럼, 이니텍, 인젠, 퓨쳐시스템,                            시큐어소프트, 한국정보공학 바이러스  : 안철수연구소, 하우리, 어울림정보 USB 공인인증 : 하이스마텍, 정소프트, 뉴소프트기술 기타 : KDN스마텍(생체인증??)     6. 전자화폐,스마트카드, 휴대폰결제(m-Commerce), 교통-건강-공무원전자 카드   대표주 : 케이비티, 하이스마텍, 한국정보통신 1 : 씨엔씨엔터, KDN스마텍, 한틀시스템 2 : 에이엠에스, 케이비씨, 나이스, 제네틱스 기타 : SKT, KTF, LGT, KT, 현대차등(^^)   7. 데이터 네트웍 장비군   제조 : 다산네트웍스(Metro Ethernet/VDSL DMT), 코어세스(xDSL),     로커스(로커스네트웍스-Metro Ethernet/VDSL DMT), 텔슨정보통신(VDSL), 기산텔레콤, 웰링크, 네오웨이브, 앤콤, 한아시스템 유통 : 인네트,코리아링크, 콤텍시스템 무선 LAN(삼성전기를 제외한 진정한 무선 LAN업체는 비등록업체임) 삼성전기, 청호컴넷, 파인디지털, 씨앤에스테크놀로지, 썬텍인포   8. LCD 패널, LCD 장비, 재료 종목군   대표주 : 파인디앤씨, 삼성SDI, LG전자, LG마이크론 1 : 태산엘시디, 우영, 금호전기, 레이젠, 오성엘에스티, 2 : 테크노쎄미컴, 케이씨텍, 한양이엔지, 에스에프에이, 반도체ENG,  삼성테크윈 3 : 이레전자, 삼성광전, 한솔전자, 태영텔스타   9. 휴대전화 부품 종목군   대표주 : 유일전자, KH바텍, LG화학, 삼성전기 1 : 디스플레이텍, 알에프텍, 서울반도체, 인탑스, 피앤텔, 이랜텍 2 : 한국트로닉스, 한성엘컴텍, 오디티, 디지털텍   10. 인터넷 포털 및 전자상거래 종목군   다음, 옥션, 네오위즈, 엔에이치앤(NHN), 인터파크, 새롬기술   11. DVR,프린터,스토리지,제어,테스터,방송,항만등 특이 솔루션   DVR : 아이디스, 코디콤, 3R, 우주통신, 한도하이테크, 프린터 : 디지아이, 백산OPC, 잉크테크, 대진이엠피, 누리텔레콤,       우리기술, 윌텍정보통신 방송 : 컴텍코리아, 넷웨이브, 서울일렉트론 스토리지 : 대인정보, 오픈베이스 항만 : 토탈소프트 DVD : DM테크놀러지, 모아텍   12. 컨텍센터/콜센터, CRM, 음성기술(음성합성-음성인식) 종목군    로커스, 보이스웨어, 시스윌, 예스테크, 디지탈온넷, 콤텔시스템   13. 반도체 장비, 재료 종목군   대표종목 : 테크노세미컴, 케이씨텍, 한양이엔지   - 아토, 피에스케이, STS반도체, 한양이엔지, 주성엔지니어링, 원익, 삼우이엠씨, 이오테크닉스, 실리콘테크, 리노공업, 프로텍, 엠케이전자, 삼테크, - 테크노세미컴, 대백신소재, 동진세미컴, 화인반도체, 에스티에스 - 케이씨텍, 신성이엔지, 디아이, KEC, 미래산업, 광전자, 제일모직 - 바른전자(Flash Memory) 14. 소프트웨어 및 기타 IT 솔루션 종목군   대표주 : 더존디지털(세무회계),로커스(CTI/컨택센터/NGN-Softswitch)   XML : 씨오텍, 인컴아이앤씨, 이네트, 이노디지털, 뉴소프트기술,     유진데이타 공공 & 정부 : 핸디소프트, 쌍용정보통신, 한국정보공학, 버추얼텍 기타 : 위즈정보기술(금융), 시그엔(IP 빌링), 포시에스(웹레포팅), 이모션     (웹에이전시), 아이빌소프트, 아이티플러스(WAS)   15. 디지털셋톱박스/홈서버/홈게이트웨이/PVR 종목군    휴맥스, 한단정보, 현대디지탈텍, 삼성전자, LG전자   16. 단말기 제조 및 RF 기술보유 종목군   1 : 삼성전자, LG전자, SKC, 팬택, 텔슨 단말기 : 세원텔레콤, VK, 모닷텔, 블루코드, 터보테크, RF 부품 : 에이스테크,쎄라텍,단암전자통신, 중계기 및 기지국 : 에스피컴텍,유펄스,기산텔레콤,EASTEL,                 한텔(스마트안테나), 액티패스(휴대전화 배터리안테나)   17. 바이오, 생명공학 종목군(단기 급등락 종목으로 주의요망)    조아제약, 벤트리, 마크로젠, 렉스진바이오텍, 바이넥스, 대한바이오,  인바이오넷, 한국미생물, 바이오스페이스, 중앙바이오텍, 대성미생물,  바이오랜드, 대한뉴팜, 대상, 조아제약, 신풍제약, 종근당바이오,   18. 전자파 관련   익스팬전자, 액티패스(휴대전화), 파워넷, 동일기연, 쎄라텍, 삼화페인트, 제일모직         분기 실적 관련 모음   ◇순이익증가율 상위 20개사                        (단위:백만원,%)                                                                 ┌──────┬───┬───────┬───────┬────┐                                                               │   종목명   │소속부│    당분기    │    전분기    │ 증감률 │                                                               │            │      │(2003.1∼3월) │(2002.1∼3월) │        │                                                               ├──────┼───┼───────┼───────┼────┤                                                               │스프트맥수  │ 벤처 │       146    │         4    │ 3,550.0│                                                                │성도이엔지  │ 일반 │       977    │        39    │ 2,405.1│                                                               │스페코      │ 일반 │     1,839    │       147    │ 1,151.0│                                                                │제네틱스    │ 벤처 │       503    │        45    │ 1,017.8│                                                               │우수씨엔에스│ 일반 │       645    │        61    │   957.9│                                                               │오성엘에스티│ 벤처 │     1,826    │       218    │   737.5│                                                               │삼영엠텍    │ 벤처 │        62    │         8    │   678.4│                                                               │AMIC        │ 일반 │       924    │       144    │   541.6│                                                               │씨티씨바이오│ 벤처 │       387    │        61    │   534.4│                                                               │옵토매직    │ 일반 │     1,927    │       306    │   529.7│                                                               │그랜드백화점│ 일반 │     3,102    │       510    │   508.2│                                                               │인지디스플레│ 벤처 │       425    │        71    │   498.6│                                                                │액티패스    │ 벤처 │       642    │       118    │   444.0│                                                               │파이컴      │ 벤처 │       202    │        40    │   405.7│                                                                │솔고바이오  │ 벤처 │       509    │       102    │   399.0│                                                               │타프시스템  │ 벤처 │       508    │       105    │   383.8│                                                                │우리기술    │ 벤처 │       127    │        27    │   370.4│                                                               │인츠커뮤니티│ 벤처 │       156    │        37    │   321.6│                                                               │데코        │ 일반 │     1,820    │       447    │   307.2│                                                               │3SOFT       │ 벤처 │        81    │        20    │   306.9│                                                               └──────┴───┴───────┴───────┴────┘                                                                          ◇매출액증가율 상위 20개사                        (단위:백만원,%)                                                                ┌──────┬───┬───────┬───────┬────┐                                                                │   종목명   │소속부│    당분기    │    전분기    │ 증감률 │                                                               │            │      │(2003.1∼3월) │(2002.1∼3월) │        │                                                               ├──────┼───┼───────┼───────┼────┤                                                               │스타맥스    │ 일반 │     6,958    │        30    │23,093.3│                                                               │아펙스      │ 벤처 │     1,191    │        23    │ 5,078.3│                                                               │피에스케이  │ 벤처 │     9,863    │       497    │ 1,884.5│                                                               │에쓰에쓰아이│ 벤처 │    15,976    │     1,089    │ 1,367.0│                                                                │아이티      │ 벤처 │     1,657    │       138    │ 1,100.5│                                                               │영우통신    │ 벤처 │     5,229    │       539    │   870.0│                                                                │파인디지털  │ 벤처 │     4,987    │       582    │   756.8│                                                               │아토        │ 벤처 │    15,945    │     1,890    │   743.7│                                                                │플레너스    │ 일반 │    25,301    │     3,026    │   736.1│                                                               │두일통신    │ 일반 │    23,894    │     3,024    │   690.1│                                                               │키이        │ 벤처 │     1,560    │       217    │   619.0│                                                               │소프트맥스  │ 벤처 │     1,723    │       337    │   411.3│                                                               │인디시스템  │ 벤처 │       622    │       122    │   409.6│                                                               │신영텔레콤  │ 벤처 │     7,713    │     1,640    │   370.3│                                                               │코웰시스넷  │ 벤처 │     3,114    │       698    │   346.1│                                                               │모보아이피씨│ 일반 │    26,563    │     6,784    │   291.6│                                                               │테크메이트  │ 벤처 │    11,042    │     2,917    │   278.5│                                                                │텔로드      │ 벤처 │     3,925    │     1,065    │   268.5│                                                               │오성엘에스티│ 벤처 │    10,925    │     3,011    │   262.8│                                                                │와이드텔레콤│ 벤처 │    14,952    │     4,308    │   247.1│                                                               └──────┴───┴───────┴───────┴────┘                                                                        ◇분기순이익증가율 상위20사                 (단위:백만원,%)                                                                      ┌──────────┬─────┬─────┬─────┐                                                                     │       회사명       │ '02.1/4  │ '03.1/4  │  증감률  │                                                                      ├──────────┼─────┼─────┼─────┤                                                                     │베네데스            │        15│     3,351│ 22,240.00│                                                                      │부산산업            │        19│     1,140│  5,900.00│                                                                     │한화                │       443│    17,034│  3,745.15│                                                                      │연합철강공업        │       240│     8,832│  3,580.00│                                                                     │삼양식품            │        16│       518│  3,137,50│                                                                     │화천기공            │        46│       952│  1,969.57│                                                                     │세방전지            │        55│       855│  1,454,55│                                                                     │한진중공업          │     1,164│    15,764│  1,254.30│                                                                     │배명금속            │        12│       151│  1,158.33│                                                                     │조일알미늄공업      │       107│       961│    798.13│                                                                     │대한방직            │       886│     7,525│    749.32│                                                                     │한국철강            │     5,028│    34,497│    586.10│                                                                     │호남석유화학        │     7,386│    45,942│    522.01│                                                                     │경방                │       749│     4,621│    516.96│                                                                      │대동                │       153│       881│    475.82│                                                                     │종근당              │       422│     2,228│    427.96│                                                                      │전북은행            │     5,029│    25,949│    415.99│                                                                     │대성산업            │     1,524│     7,029│    361.22│                                                                      │유성금속            │        66│       300│    354.55│                                                                     │봉신                │       233│     1,053│    351.93│                                                                      └──────────┴─────┴─────┴─────┘                                                                              ◆ 순이익감소율 상위 20개사                      (단위:백만원,%)                                                                 ┌──────┬───┬───────┬───────┬────┐                                                               │   종목명   │소속부│    당분기    │    전분기    │ 증감률 │                                                               │            │      │(2003.1∼3월) │(2002.1∼3월) │        │                                                                ├──────┼───┼───────┼───────┼────┤                                                               │삼보산업    │ 일반 │       8      │       556    │ -98.6  │                                                                │코맥스      │ 벤처 │      19      │     1,243    │ -98.5  │                                                               │평화일렉콤  │ 벤처 │       9      │       554    │ -98.4  │                                                               │코코        │ 벤처 │       9      │       496    │ -98.1  │                                                               │현진소재    │ 벤처 │      11      │       466    │ -97.6  │                                                               │동우에이엘티│ 일반 │      13      │       401    │ -96.7  │                                                               │가야전자    │ 일반 │      20      │       586    │ -96.5  │                                                               │크로바하이텍│ 벤처 │       5      │       134    │ -96.0  │                                                               │현대통신    │ 벤처 │      18      │       432    │ -95.9  │                                                               │CJ푸드시스템│ 일반 │      67      │     1,263    │ -94.7  │                                                                │에스엔티    │ 벤처 │      20      │       373    │ -94.6  │                                                               │이랜텍      │ 일반 │     120      │     1,781    │ -93.3  │                                                                │코다코      │ 일반 │      37      │       488    │ -92.5  │                                                               │국제건설    │ 일반 │   2,214      │    27,907    │ -92.1  │                                                                │카스        │ 일반 │     121      │     1,514    │ -92.0  │                                                               │케이비티    │ 벤처 │     141      │     1,639    │ -91.4  │                                                               │안철수연구소│ 벤처 │     171      │     1,949    │ -91.2  │                                                               │한빛소프트  │ 벤처 │     306      │     3,256    │ -90.6  │                                                               │모헨즈      │ 일반 │      99      │     1,045    │ -90.5  │                                                               │디와이      │ 밴처 │      91      │       905    │ -89.9  │                                                               └──────┴───┴───────┴───────┴────┘                                                                         ◇매출액감소율 상위 20개사                        (단위:백만원,%)                                                                ┌──────┬───┬───────┬───────┬────┐                                                                │   종목명   │소속부│    당분기    │    전분기    │ 증감률 │                                                               │            │      │(2003.1∼3월) │(2002.1∼3월) │        │                                                               ├──────┼───┼───────┼───────┼────┤                                                               │위다스      │ 벤처 │       192    │     6,555    │   -97.1│                                                               │제네틱스    │ 벤처 │        80    │     1,745    │   -95.4│                                                               │이네트      │ 벤처 │       587    │    10,316    │   -94.3│                                                               │에스피컴텍  │ 벤처 │     2,062    │    35,205    │   -94.1│                                                                │델타정보통신│ 일반 │       306    │     4,775    │   -93.6│                                                               │네오웨이브  │ 벤처 │       826    │     8,426    │   -90.2│                                                                │인터링크    │ 벤처 │       382    │     3,140    │   -87.8│                                                               │코리아텐더  │ 일반 │     1,450    │    10,332    │   -86.0│                                                               │비젼텔레콤  │ 벤처 │       196    │     1,365    │   -85.6│                                                               │한빛네트    │ 벤처 │       323    │     2,104    │   -84.6│                                                               │모바일원    │ 일반 │       522    │     3,352    │   -84.4│                                                               │로토토      │ 벤처 │       896    │     5,530    │   -83.8│                                                               │KDN스마텍   │ 벤처 │     1,484    │     7,227    │   -79.5│                                                               │인터파크    │ 일반 │     6,324    │    29,318    │   -78.4│                                                               │넷웨이브    │ 벤처 │       948    │     4,131    │   -77.1│                                                                │뉴런네트    │ 일반 │       305    │     1,314    │   -76.8│                                                               │솔빛텔레콤  │ 일반 │     2,043    │     7,482    │   -72.7│                                                                │대한바이오  │ 일반 │     1,332    │     4,615    │   -71.1│                                                               │삼화기연    │ 벤처 │       905    │     3,129    │   -71.1│                                                                │하이콤      │ 일반 │     1,491    │     4,964    │   -70.0│                                                               └──────┴───┴───────┴───────┴────┘                                                                    ◇분기순이익감소율 상위20사                 (단위:백만원,%)                                                                      ┌──────────┬─────┬─────┬─────┐                                                                     │       회사명       │ '02.1/4  │ '03.1/4  │  증감률  │                                                                      ├──────────┼─────┼─────┼─────┤                                                                     │수산중공업          │    44,857│        34│    -99.92│                                                                      │아남전자            │    43,058│       316│    -99.27│                                                                     │삼호물산            │    50,347│       446│    -99.11│                                                                      │동양메이저          │    92,024│       888│    -99.04│                                                                     │삼화전자공업        │     2,342│       110│    -95.30│                                                                     │이수화학            │    14,278│       788│    -94.48│                                                                     │유양정보통신        │     1,536│        97│    -93.68│                                                                     │두산                │    16 713│     1,239│    -92.59│                                                                     │쌍용양회공업        │    82,831│     7,303│    -91.18│                                                                     │캠브리지            │     1,813│       163│    -91.01│                                                                     │한솔케미언스        │     2,153│       196│    -90.90│                                                                     │세계물산            │     5,896│       549│    -90.69│                                                                      │국민은행            │   672,189│    73,933│    -89.00│                                                                     │제주은행            │     5,042│       557│    -88.95│                                                                      │종근당바이오        │     1,202│       133│    -88.94│                                                                     │하이트론씨스템즈    │     2,225│       252│    -88.67│                                                                      │삼성제약공업        │     8,524│     1,049│    -87.69│                                                                     │삼광유리공업        │       799│       108│    -86.48│                                                                      │한진                │     4,080│       567│    -86.10│                                                                     │티비케이전자        │       129│        19│    -85.27│                                                                     └──────────┴─────┴─────┴─────┘