Dongil Industry

  • Published on
    03-Jan-2016

  • View
    65

  • Download
    0

Embed Size (px)

DESCRIPTION

Dongil Industry. 2008. 4. Dongil Industry Appendix. I . Dongil Industry. . . . / . . . ( ). : . . ( / / ). - PowerPoint PPT Presentation

Transcript

<ul><li><p>Dongil Industry Appendix</p></li><li><p>I. Dongil Industry </p></li><li><p>* / : 2002~2004 ()</p></li><li><p>* 07. 405.6 97.1 66.12 87.12 87.1087.8 </p><p>1966 12 121.26 3,075(07), , 269(:287)05.6www.dongil.co.kr</p><p> ( 08 5) ( ) KS </p></li><li><p>* (1,376)</p><p>(%) 1,327,936 54.8 119,459 4.9 123,740 5.1 854,270 35.2 2,425,215 100</p><p>(,,%)050607 176762251,0007501,000 241824 13.824.010.8</p><p>Chart1</p><p>100013.8</p><p>75024</p><p>100013.8</p><p>Sheet1</p><p>050607</p><p>10007501000</p><p>13.82413.8</p><p> 33.51.83</p><p> 44.52.85</p><p> .</p></li><li><p>* 46.4%100%38.3%92.6%7.4%95.0%42.5%30.6% PT.D.M.I PT.CHEIL.ABRASIVE INNIPT.D.M.I20.0% 8.4%</p></li><li><p>* , : 140-3 : 51,752m2 (15,682) : 227 ( 84) : , , CHQ, (CAPA): 290,000 ton : , , : ( 45 ton/hr ) , , Bell , STC, : 800 : 197,160m2 (59,745 ) : 329 ( 203) : , (CAPA) : 85,000 ton : 20,000 ton : , , : 6() ( 2 KVA 1 ) 2 </p></li><li><p> 2007 4 </p></li><li><p>2007 4 2007 </p><p> : , 4 *</p><p>(,%) 07.4Q07.3Q06.4Q 914 743 620 23.0 47.4 790 642 582 23.1 35.7 91 76 15 19.7 506.7 62 85 12 - 27.1 416.7 </p><p>(,%) FY 07FY 06 3,0752,50922.6 2,7082,34315.6 25972259.7 22576196.1</p></li><li><p>2007 4 : : :% 4 336 86 (4Q 37%, 94%) 4 100% *</p></li><li><p>2007 4 &lt; &gt; &lt; &gt; &lt; &gt; *</p><p>(:,%)4Q 2006 1Q 2007 2Q 2007 3Q 2007 4Q 2007 42643748843150318.1 -1633102300 -0.2 1.4 6.8 2.3 0.4 0.6%p 150179188248336124 1214286686617 8.0 7.8 14.9 26.6 25.6 17.6%p 445667647468.2 26614100 4.6 10.7 9.0 1.6 5.4 0.9%p</p></li><li><p>2007 4 : 4 6 : 4 25.6%( ) : 3 :%*</p></li><li><p>* </p><p> , </p><p> : MnO2 + 2 C =&gt; Mn + 2 Co + CO2 * </p></li><li><p>* Fe-Mn 07 (07 70 084 270) (07~08 : Mn $4.05/1% $13.95/ 1%) BHP() Price Power . 04 : UNBALANCE </p><p> :( 2001.01.05~ 2008.03.26) :, : $/ </p></li><li><p>2) , *</p><p>1. / (, ,) / 2. / () 3. / 4. Mn </p><p>5. (3) 5 20,000KVA 500 </p></li><li><p>* : : </p><p> 400 2 2011 800 160 2 2009 250 70 200870 80 2008670 100 20081280 POSCO 30 60 2008 20 1,290 </p><p> (Fe-Mn) 20,000KVA 1 2008540,000SIMPAC ANC20,000KVA 1 40,000Metal 40,000KVA 1 2008780,000 160,000 </p></li><li><p>:, 2007 ()20072010 : 56%: 20%SIMPACANC: 20%: 4% 09 2010 *</p></li><li><p>* : 07 31% 08 40% (08 5:Fn-Mn 40,000 ) ::%: ()</p></li><li><p>* 07.4Q 90% : 06.4Q:8% 07.4Q: 25.6% 07BHP(7/1 ~ 6/30) / SPOT::%:% ()</p></li><li><p>* </p></li><li><p>* </p><p> billet </p><p> , , , , , , . ,, </p><p> ,,, ,,,, , 2 , , </p><p> , , </p></li><li><p>* : :% : :% 1) 2) , 3) 250( 200, 50) , : : </p><p>Chart1</p><p>31501</p><p>34509.5238095238</p><p>36706.3768115942</p><p>38404.6321525886</p><p>40866.40625</p><p>()</p><p>Sheet1</p><p>10304050607</p><p>31503450367038404086</p><p>()19.52380952386.37681159424.63215258866.40625</p><p> 33.51.83</p><p> 44.52.85</p><p> .</p><p>Chart1</p><p>21851.5</p><p>24009.839816934</p><p>25004.166666667</p><p>25702.8</p><p>26884.591439689</p><p>()</p><p>Sheet1</p><p>10304050607</p><p>21852400250025702688</p><p>()1.59.8398169344.1666666672.84.591439689</p><p> 33.51.83</p><p> 44.52.85</p><p> .</p></li><li><p>* ( : 25%) (, ) </p><p>(/, $/)20032004200520062007517708738675726</p><p>(:) 200320042005200620071,1201,6191,7991,7291,859 5.4%9.4%6.1%1.7%2.7%</p></li><li><p>* </p></li><li><p>* </p></li><li><p>* , , , , , </p><p>:%: , :, </p><p>(:,%) 200520062007 24,330 27,077 32,957 3,805 4,580 5,012 576 792 960 30,464 33,162 37,995 59,175 65,611 76,924 4.1 10.9 17.2</p></li><li><p>* : 2006 40 2007 10 2005~2007 47% : , , Korea S/W needs (V/S : TUBE) : 38% ( 06 11 07 15 )</p><p>: CAGR: 47%::%</p></li><li><p>* 2008 (66~04) 3,000 (04~07) (08.6 ) (2008~ )</p></li><li><p> Appendix / </p></li><li><p>*1. PER / PBR /ROE(%)PER()ROE(%)PBR() 12 2 ) 07.12 , 2008.3.3 </p><p>(:,%)PERPBRROE 6.48.41.116.4 12.77.31.19.4</p></li><li><p>*2. :4,663</p><p>(: ) () 197,160 129.4216.2 86.8 51,752 55.771.415.7(10) 2,193 27.2335.8 6,206 3.17.94.8 215.4328.5 113.1</p><p>(,,) 1,489 1,376 113 2,425 BPS 56,738 BPS 61,401</p></li><li><p>*3. </p><p>()FY03FY04FY05FY06FY074145647017511,071 152221318350474 263343383401596 749810890943989 222250299330290 511555580601689 1561112101,1191,3741,5921,6942,060598447286337517 861151701781676845624565156848585121121121134134134 891029183733046277898401,0474788121,1361,1791,376 1,1191,3741,5921,6942,060</p></li><li><p>*4. </p><p>()FY03FY04FY05FY06FY07 1,6562,5812,5392,5093,075()159(9.6%)509(9.7%)306(12.1%)166(6.6%)367(12.0%) 7910810594109 ()79(4.8%)401(15.5%)201(7.9%)72(2.9%)256(8.3%)91439239102322 ()69(4.2%)322(12.3%)176(6.9%)76(3.0%)225(7.3%)</p></li><li><p>*5. / 1998 , 49.7% (98 ) , (98 )::</p></li><li><p>*6. () () ()</p><p>(,, )200520062007 121121121 2,4252,425 2,425 8,4543,1249,275 122,219103,445126,788 46,83948,62456,738</p></li><li><p>*7. (2008. 4. 1)</p><p> (MBA)IBM </p><p>* * * *</p></li></ul>