2007/1/25 1/30 1. 8312 (2005) 13 2024 1 2. 329,600 58 9.3 3. 3260 112 4. 1463 6 (95) 055
WTO 7 (95) 055
(1) 1883-1954 1954 17 60 70 1976 (2) 1/11 WTO (1) 2.5%~5.0% (2) WTO 1/11 WTO 150 5 7 17.4% 13.4% 5 23.5% 20.9% 5 7 16.8% 12.6% (1) GDP 7% GDP 8 (95) 055
14 12 10 8 6 4 2 0 12.2% 12.2% 11.2% 11.6% 10.2% 9.5% 9% 8.4% 8.2% 7.5% 7.5% 6.7% 6.8% 7% 2000 2001 2002 2003 2004 2005 2006 Vietnam HCMC 2007 GDP 8.2% 8.5% 3.5% 3.8% 10.5% 10.7% 8.0% 8.5% 40% (2) ( ) 700 USD 1,970 USD 44,410 millions 6,621 millions 20.1% 9.81% 39,605 millions 13,695 millions 22.1% 3.92% 2007 2006 17.4% 15.5% (3) 2002~2004 12.5% 300 36% 62% (1) 1 16,000 500 1 2000 9 (95) 055
(2) 8~9% 3~5% 10% 06 2.3 IT & Electronic 2009 10 (95) 055
(1) 3260 112 (2) 2.5 2006/12/28 600 (3) 69 / 30 60% 30 11 (95) 055
1/3 1/4 89 / 71~82 / 1/4 2002~2003 94% 98% 4~5 (1) 15 (2) 4 7 10% 15 28% (3) 3 7 10% 12 28% (4) (5) Made in China 13% 12 (95) 055
2006 1,600 24% 2005 34.4 50 70 / 3,000 / 13 (95) 055
5 100 6,000 2,000 15% 14 (95) 055
(1216) /% 2005 Q1 Q2 Q3 Q4 2006 2007 40,252 9,657 10,658 12,300 9,612 42,227 44,338 QOQ -3 10 15-22 YOY -2 11 7 6-3 5 5 22.65% 22.53% 24.19% 24.21% 24.26% 23.83% 24.32% 2,085 992 1,082 1,301 755 4129 4,959 QOQ -289 9 20-42 YOY -20 212 26-9 -244 98 20 EPS 0.62 0.30 0.32 0.39 0.22 1.23 1.48 EPS 06 30% 35% 05 52 41 (YOY+64%) (YOY-2%) LOGO 07 100% 15 (95) 055
1999 2001 2003 50~60% 20% 15% 10% 2.2 30% 6,800 4,000 45 2007 3 10 25% 5 2 /1,000 6 /3,000 16 (95) 055
17 (95) 055
(1609) / /% Q4(F) 2006(F) Q1(F) Q2(F) Q3(F) Q4(F) 2007(F) 31.66 112.59 27.54 30.30 31.81 34.04 123.69 QOQ 7% -13% 10% 5% 7% YOY 47% 19% 8% 7% 8% 10% 7.25% 7.16% 7.15% 7.00% 6.80% 6.70% 6.90% 1.12 6.40 1.49 2.18 1.53 2.00 7.19 QOQ 32% 47% -30% 31% YOY 65% 20% -28% 54% 78% 12% EPS 0.19 1.11 0.26 0.38 0.26 0.35 1.25 Q1 Q/Q-13% 07 5,000 / 06 15.2 15.77~16.9 CB 57.61 EPS 1.25 Q1 07 10% 39% 9% 18 (95) 055
93% 7% 85% LME 07 5,000 07 Q1/05 Q2/05 Q3/05 Q4/05 Q1/06 Q2/06 Q3/06 Q4/06 Q1/07F LME 3227 3389 3756 4300 4939 7209 7669 7068 5600 ( ) 15.25 18.51 21.26 21.82 23.11 28.18 29.64 31.66 27.54 06 54,000 80% 07 59,400 Y/Y+10% 60% 100% 7 8~10% 10%~15% WTO LG LG WTO 20% 1 35 1/4 200 800 07 5 19 (95) 055
250 TECO 4 07 1.2 500 5 Q2/07 0.96 5 WTO 08 7 1%~3% Q3/06 07 36,000 Y/Y+22% 2005 2006(F) 2007(F) - - - - - - 12.28 0.99 18.81 1.67 28.22 2.26 3.26-0.14 7.95 0.48 11.93 0.72 0.63 1.29 1.79 (*0.6) 33.17 0.63 54.80 1.22 65.76 1.32 3.44-0.42 16.40 0.19 19.68 0.22 0.22 1.41 1.54 0.85 2.7 3.33 20 (95) 055
(5609) Q4 2006 Q1 F Q2 F Q3 F Q4 F 2007 3856.52 12757.52 3221.55 3962.16 4221.26 4408.52 15813.48 498.60 1679.97 434.57 525.57 559.10 600.60 2119.83 (%) 12.93% 13.17% 13.49% 13.26% 13.24% 13.62% 13.41% 77.97 251.03 26.90 85.35 106.99 127.97 347.22 (%) 2.02% 1.97% 0.84% 2.15% 2.53% 2.90% 2.20% 76.68 240.73 27.09 79.10 104.05 126.68 336.93 59.81 192.59 24.38 63.28 83.24 101.35 272.25 0.65 2.10 0.27 0.69 0.91 1.10 2.96 06 127.77 Y/Y+19% 1.92 Y/Y+37% EPS 2.10 58% 62% 2.5 07 158.13 Y/Y+24% 2.68 Y/Y+41% EPS 2.96 12 Y/Y+380% 2006 7 Viefracht 80% 2 21 (95) 055
GDP 8% 2,000 LCD 22 (95) 055
( ) 1961 50% 25% 1994 300 25% PU PU Rubber Phylon EVA K.P. 50% (1) 6~7% Nike 800 50% Adidas Reebok (2) 155 / 300 / 30 30% 23 (95) 055
45% (3) RoHS PU DVI (1) (2) 40% (3) 10% VAT 7~14 24 (95) 055
( ) 100% 1/3 7 3 92% 50% 25 7 3 20 112 50 18 8 100% 30 H2/07 2,000 1600 7 3 1996 4~6 4 25 (95) 055
寛 (100%) 100% 45% 2,000 26 (95) 055
( ) 30~40% 1996 46 50 90% 1 90% 10% 6,000 7,000 / 1,800 155 400 1 7~8 27 (95) 055
4~5 80% 5 2000 10 50 5 1 2 200 6 50% 45% 10% 10% 3% 28 (95) 055 86 5 (02)2361-8606