Dongil Industry

  • View
    65

  • Download
    0

Embed Size (px)

DESCRIPTION

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

Transcript

  • Dongil Industry Appendix

  • I. Dongil Industry

  • * / : 2002~2004 ()

  • * 07. 405.6 97.1 66.12 87.12 87.1087.8

    1966 12 121.26 3,075(07), , 269(:287)05.6www.dongil.co.kr

    ( 08 5) ( ) KS

  • * (1,376)

    (%) 1,327,936 54.8 119,459 4.9 123,740 5.1 854,270 35.2 2,425,215 100

    (,,%)050607 176762251,0007501,000 241824 13.824.010.8

    Chart1

    100013.8

    75024

    100013.8

    Sheet1

    050607

    10007501000

    13.82413.8

    33.51.83

    44.52.85

    .

  • * 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%

  • * , : 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

  • 2007 4

  • 2007 4 2007

    : , 4 *

    (,%) 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

    (,%) FY 07FY 06 3,0752,50922.6 2,7082,34315.6 25972259.7 22576196.1

  • 2007 4 : : :% 4 336 86 (4Q 37%, 94%) 4 100% *

  • 2007 4 < > < > < > *

    (:,%)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

  • 2007 4 : 4 6 : 4 25.6%( ) : 3 :%*

  • *

    ,

    : MnO2 + 2 C => Mn + 2 Co + CO2 *

  • * Fe-Mn 07 (07 70 084 270) (07~08 : Mn $4.05/1% $13.95/ 1%) BHP() Price Power . 04 : UNBALANCE

    :( 2001.01.05~ 2008.03.26) :, : $/

  • 2) , *

    1. / (, ,) / 2. / () 3. / 4. Mn

    5. (3) 5 20,000KVA 500

  • * : :

    400 2 2011 800 160 2 2009 250 70 200870 80 2008670 100 20081280 POSCO 30 60 2008 20 1,290

    (Fe-Mn) 20,000KVA 1 2008540,000SIMPAC ANC20,000KVA 1 40,000Metal 40,000KVA 1 2008780,000 160,000

  • :, 2007 ()20072010 : 56%: 20%SIMPACANC: 20%: 4% 09 2010 *

  • * : 07 31% 08 40% (08 5:Fn-Mn 40,000 ) ::%: ()

  • * 07.4Q 90% : 06.4Q:8% 07.4Q: 25.6% 07BHP(7/1 ~ 6/30) / SPOT::%:% ()

  • *

  • *

    billet

    , , , , , , . ,,

    ,,, ,,,, , 2 , ,

    , ,

  • * : :% : :% 1) 2) , 3) 250( 200, 50) , : :

    Chart1

    31501

    34509.5238095238

    36706.3768115942

    38404.6321525886

    40866.40625

    ()

    Sheet1

    10304050607

    31503450367038404086

    ()19.52380952386.37681159424.63215258866.40625

    33.51.83

    44.52.85

    .

    Chart1

    21851.5

    24009.839816934

    25004.166666667

    25702.8

    26884.591439689

    ()

    Sheet1

    10304050607

    21852400250025702688

    ()1.59.8398169344.1666666672.84.591439689

    33.51.83

    44.52.85

    .

  • * ( : 25%) (, )

    (/, $/)20032004200520062007517708738675726

    (:) 200320042005200620071,1201,6191,7991,7291,859 5.4%9.4%6.1%1.7%2.7%

  • *

  • *

  • * , , , , ,

    :%: , :,

    (:,%) 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

  • * : 2006 40 2007 10 2005~2007 47% : , , Korea S/W needs (V/S : TUBE) : 38% ( 06 11 07 15 )

    : CAGR: 47%::%

  • * 2008 (66~04) 3,000 (04~07) (08.6 ) (2008~ )

  • Appendix /

  • *1. PER / PBR /ROE(%)PER()ROE(%)PBR() 12 2 ) 07.12 , 2008.3.3

    (:,%)PERPBRROE 6.48.41.116.4 12.77.31.19.4

  • *2. :4,663

    (: ) () 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

    (,,) 1,489 1,376 113 2,425 BPS 56,738 BPS 61,401

  • *3.

    ()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

  • *4.

    ()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%)

  • *5. / 1998 , 49.7% (98 ) , (98 )::

  • *6. () () ()

    (,, )200520062007 121121121 2,4252,425 2,425 8,4543,1249,275 122,219103,445126,788 46,83948,62456,738

  • *7. (2008. 4. 1)

    (MBA)IBM

    * * * *