[Korea goyounghun financial newspaper reporter]
◇ SK Telecom (017 670)
- Operating with a wireless network based on competitiveness and wireless subscribers, half focused on four primary industries competitiveness.
- Expected dividend yield 4%, undervalued given the improved profitability in 2017 PBR 1 baesujun.
◇ LG Electronics (066570)
-1 Operating profit year-on-year increase of 558 billion won forecast by 11%, achieving high profitability of the electronics business.
- Price rise expectations transition to profitability in accordance with the strategic collaboration with Google and the expansion of premium revenues.
◇ CJ E & M (130960)
- Net Marble IPO plan is expected to maximize the value of the company shares of the main business profitability outlook after 2017.
- Broadcasting sector growth and cost efficiency and earnings outlook upward to a turnaround in the film sector.
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Sunday, February 26, 2017
[Weekly securities recommended stocks · KB] SK Telecom · LG Electronics · CJ E & M
[Weekly recommended stocks, Shinhan Investment Corp.] SK Telecom, Paradise, NCsoft
[Korea goyounghun financial newspaper reporter]
◇ SK Telecom (017 670)
-2017 Separate headquarters in the wireless business-oriented operating income grew + 4.5% YoY expected 1.86 trillion won.
-2017 Years subsidiaries operating loss of 200 billion won forecast by 20% decrease. SK Broadband sustainable earnings improvement expected.
5G will be released based on autonomous car 'T5' in -MWC 2017.
◇ Paradise (034 230)
- Paradise City opened in April. May sales in earnest from. Operating profit in '17, '18 -95, respectively billion yuan, 22.4 billion won estimated.
- Consolidated operating profit in 2017, 2018 respectively, the expected 54.6 billion won (-16.5% YoY), 837 billion won (+ 53.3% YoY).
-12-Month forward PBR (PBR) 1.2-fold from 2011 to 2012 dropped to Chinese customers to price level growth phase seconds merit attention.
◇ NCsoft (036570)
- Lineage RK new difficulty updates after sales ranking rise. Sales of new game publishing sales ranking rise to above 6 Final blades, one is three billion won.
- Recent share price in the state has gone to the valuation burden existing games and new games, thanks everyone.
-2017-Year sales and operating profit of 1.3 trillion won, respectively (+ 31.7% YoY), operating profit of 486.9 billion won (+ 48.1% YoY) views.
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[Recommended weekly events · SK Securities] KTH · GS Home Shopping and future Company
[Korea goyounghun financial newspaper reporter]
◇ KTH (036030)
- Increase exposure of viewers to the channel 'K shopping, too, expanded opportunities to use the T- commerce.
- Sales target pay-TV subscribers expanded to 19 million people.
◇ GS Home Shopping (028150)
- Check that you can continue the growth of the mobile channel to increase the loyalty strategy only to existing customers.
- Corporate strategy transfer point billings growth is likely to be converted.
-CJ O Shopping showed billings are expected to stimulate growth in TV channels, the company's billings growth needs.
◇ Future Company (049 950)
- Product and customer base that it has been diversification.
- Determined to contribute significantly to revenues when the laparoscopic surgical robot running clinical trials "Lebo kids' commercialization.
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[Instead of weeks recommended stocks, securities] Zinc · All tours and mobile appliances
[Korea goyounghun financial newspaper reporter]
◇ Korea Zinc
- 4Q11 earnings are expected to meet later to achieve maximum results in normalization of margins and favorable exchange rates, third quarter 2011 earnings.
- Separate reference year guidance for sales and operating profit, respectively 4.8 trillion won (-4% yoy), 570.9 billion won (-17% yoy) as proposed.
- Guidance due to disappointing share price plunge presents a good buying opportunity as the current judgment, no need to shake.
◇ all tours
- Business package this year and expect strong things, May is likely to exceed the company's expected profitability in the high season.
-2014 Years from its subsidiaries is also structural deficit gidaedoem core earnings were free tours. The tour is free haeteum significantly reduced losses in the second half of 2016 the volume growth, improved cost ratio, a booming market, covering fixed costs.
◇ mobile appliances
- Domestic manufacturers of the above three Navigation ODM supplier and the German BMW, AUDI black box, HUD, ADAS half the genuine.
- Expected to be a full-fledged black box, HUS, ADAS sales amid growing sharply autonomous market.
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[Weekly securities recommended stocks, oil hits] KB Financial, Samsung Heavy Industries, Com2uS
[Korea goyounghun financial newspaper reporter]
◇ KB Financial
-2017 Year net profit expected 2.2 trillion won, return on equity (ROE) 7.1%, SK shares greater profit growth is possible if sold.
- Hyundai Securities after the acquisition strategy continued strengthening non-banking subsidiaries, additional interest acquired KB Insurance Company.
- Share buybacks, dividend policy, expansion will lead shareholder value.
◇ Samsung Heavy Industries
-1 Quarter of that potential FLNG orders Mozambique. $ 2 billion large-scale size.
- Other Yamal LNG carriers still four measures that China and the possibility of competing orders or during 1Q.
◇ Com2uS
Summoner improved performance over jeuwo -2016 4Q10 sales package.
-2017 1Q Summoner jeuwo paid item sales growth expectations versus mode based on real-time game updates.
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