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5 20(ȭ)츮
5 20(ȭ)
** ڻ .. 츮
߱ LCD TV 忡 Z, LG TVü
1б ߱ LCD TV 忡 Z, LG TVü
2008 1б Z, LG TVü ǥ ̸¡ ߱ LCD TV Ÿ(ϴ ). ߱ LCD TV 忡 Zڴ 7.6% 1б 10.2% , LGڴ 3.9% 6.5% Ÿ. ݸ Skyworks, Hisense, TCL, Changhong ߱ þü ϶ Ÿ. 1) TVü 귣尡 ǰ ִ , 2) TVü ߱ ä ȭǰ ִ , 3) ߱ high-endȭ Ǿ ִ ֿ Ǵܵȴ.
2008 1б LCD TV 並 ̾ ִ Ȳ, ü TV
2008 1б LCD TV ⵿ 45% ϴ Ÿ°, PDP TV 20% ϴ Ÿ´. Ϲ sub-prime ߵ ۷ι recession ϸ 並 ̾ ִ ǴܵǸ, Ư ̸¡(߱, ƽþ, ƾƸī, ߵ, ī) ε TV 並 ̲ ľǵȴ. 3б ߱ LCD TV ϴ ص ִ ټ ǿܷ Ǵܵȴ.
, 1б TV 忡 Z, LG ü Ÿµ, LCD TV 30.6%, PDP TV 41.3% Ÿ(ϴ ). Zڿ LG TV ι ȭǰ ִ Ÿ Ǵܵȴ. Ư Ϲ Ÿ LG LCD TV (ϴ ) 1б 8% ̴.
50ġ ̻ TV忡 PDP ϶ϰ ִ Ȳ
PDP Ȯ Դ 50ġ ̻ TV 忡 PDP 3б⸦ Ͽ ϶ϰ ִ Ÿ. ÷̼ġ ڷῡ ϸ 50ġ ̻ TV 忡 PDP 3б 53.9% Ŀ 1б 47.7% ϶ Ÿ. ݸ 50ġ ̻ TV 忡 LCD ϰ ִ Ÿ. 1) 52ġ LCD TV 50ġ PDP TV ̰ پ ְ, 2) 50ġ뿡 LCD ȿ, ̿ ̹ ӵ ħǰ ְ, 3) ¿ LCD ¼Ҹ ΰǰ ִ PDP ϶ ľǵȴ. PDP 鿡 ټ Ǵܵȴ.
߱ LCD TV 忡 Z, LG TVü
1б ߱ LCD TV 忡 Z, LG TVü
2008 1б Z, LG TVü ǥ ̸¡ ߱ LCD TV Ÿ(ϴ ). ߱ LCD TV 忡 Zڴ 7.6% 1б 10.2% , LGڴ 3.9% 6.5% Ÿ. ݸ Skyworks, Hisense, TCL, Changhong ߱ þü ϶ Ÿ. 1) TVü 귣尡 ǰ ִ , 2) TVü ߱ ä ȭǰ ִ , 3) ߱ high-endȭ Ǿ ִ ֿ Ǵܵȴ.
2008 1б LCD TV 並 ̾ ִ Ȳ, ü TV
2008 1б LCD TV ⵿ 45% ϴ Ÿ°, PDP TV 20% ϴ Ÿ´. Ϲ sub-prime ߵ ۷ι recession ϸ 並 ̾ ִ ǴܵǸ, Ư ̸¡(߱, ƽþ, ƾƸī, ߵ, ī) ε TV 並 ̲ ľǵȴ. 3б ߱ LCD TV ϴ ص ִ ټ ǿܷ Ǵܵȴ.
, 1б TV 忡 Z, LG ü Ÿµ, LCD TV 30.6%, PDP TV 41.3% Ÿ(ϴ ). Zڿ LG TV ι ȭǰ ִ Ÿ Ǵܵȴ. Ư Ϲ Ÿ LG LCD TV (ϴ ) 1б 8% ̴.
50ġ ̻ TV忡 PDP ϶ϰ ִ Ȳ
PDP Ȯ Դ 50ġ ̻ TV 忡 PDP 3б⸦ Ͽ ϶ϰ ִ Ÿ. ÷̼ġ ڷῡ ϸ 50ġ ̻ TV 忡 PDP 3б 53.9% Ŀ 1б 47.7% ϶ Ÿ. ݸ 50ġ ̻ TV 忡 LCD ϰ ִ Ÿ. 1) 52ġ LCD TV 50ġ PDP TV ̰ پ ְ, 2) 50ġ뿡 LCD ȿ, ̿ ̹ ӵ ħǰ ְ, 3) ¿ LCD ¼Ҹ ΰǰ ִ PDP ϶ ľǵȴ. PDP 鿡 ټ Ǵܵȴ.
5 20(ȭ)
츮
5 20(ȭ)
/ȭ : Weekly Insight
ǰ !
Ȳ: 跲 160 , ݵ
ū ݵߴ. 5 ް ¼ ӿ Ǵ ǰ ֵ Ǿ ̴. Ư 跲 160 ϸ 9% ߴµ, ̴ ߱ ķ 䰡 ̶ Ǿ ̴.
2б ȣ ̴. Ͻ ϶ߴ ݵϰ, ȭ ι ͼ ¿ϴ P-X 尡 ǰ ֱ ̴.
ȭ Ȳ: 1,000 , ȭ ü(P-X, TPA, EG) , ͼ ټ ȸ
1,026 ϸ 1,000뿡 ϴ ̴. , ⺸ ƽþ NCC ֵ ̾.
ʰ ȭ ǰ µ ӵǰ ִ. Ư Ÿ(ռ ) 2,020 , ȭ ü(P-X, TPA, EG) ݵ ݵ ̸ ̴. PVC ū ȭ , ߱ , ϸ а ӵ ̴.
Ȯ, ȭ ߸, Top Picks SK, LGȭ, ȿ, ڿ
ǰ Ȯ, ȭ ǰ ߸ Ѵ. ݵ, ȭ ι(P-X) , ȭ ϸ 2б ȣ ȴ. Top Pick ݵ ȿ ũ, ȭ Ǵ SK.
ȭ ǰ ߸̴. ܱδ δ㽺 ؿ ̸, Ϲݱʹ ߵ ް DZ ̴. Top Picks LGȭ, ȿ, ڿ̴. ̵ ַ ǰ Ȳ ȭ, ٰȭ ȭ ϰ鿡 ȣ ִ ̴.
POSCO(005490)
߰ λ Ұ
ͻ Բ ǥְ 76
ǥְ 76 ϸ鼭 ǰ BUY ϴ , 1) 3б ݺ 15 ݻ ǰ, 2) ̿ ִ ( 10 λ ) 08 09 13% 31% Ͽ, Ϲݱ ݱó 20% ͷ Ȯ ̸, 3) ö (ٴ ) ʹݱ ̱ . , ڰ , ߰λ , δ, Ϲݱ ͷ ؼ . ǥְ 76 ( 71) ִ(й) 13 648,000 ڻ갡ġ 116,400 (19 40% ) .
3б λ Ϲݱ ݱó 20% ͷ
3б λ Ұ. ̴ ϰ 70 (667, 1,050 ) ö 720 , ƽþ 900, ö 83(790) ̱ . 3б 10 λ Ͽ (4б ݿ) 08 09 ִ 13% 31% .
̷ λ Ϲݱ ͷ 16% ݱ 20% ͷ . , 08 ִ 32% þ ̰, 09 9% ҿ 5% . 09 09 Ϲݱ ö ұϰ 08 3б λ 09 ȿ .
ö , 09 ݱ
ö 09 ݱ . ̴ ̱, Ϻ, ѱ, ߱, ų ٰ BRICA ߽ ڿ ᰡݻ . ܿ , ߱ , øȴ Z
ڷ ڵ ڸ Ͽ Ǵ ڷμ Ȯ̳ ϴ. , ڷ ֽ åӼ翡 ڷ ϴ.
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