Ⅰ. 인터넷업종 FactSheet _ Weekly [217.5.2] 1. 인터넷업종지표 4. 인터넷업종시가총액 7. 인터넷업종 dod% 2. 인터넷업종컨센서스 5. Market VS. 커버리지주인터넷 / 소프트웨어성종화 2)3779-887 3. 인터넷업종주가차트 6. 모바일게임순위자료출처 : Bloomberg 217.5.1 기준 1. 인터넷업종지표 1) 밸류지표 ( 각국통화, 배 ) 217E 218E 통화전일종가목표가 EPS PER EPS PER ACTIVISION BLIZZARD USD 52.7 52.99 1.95 27. 2.37 22.3 EA USD 94.79 94.15 4.15 22.8 4.81 19.7 NINTENDO JPY 28,315. 32,326.67 674.1 42. 142. 27.1 NEXON JPY 1,936. 1,957.14 137.59 14.1 141.41 13.7 TENCENT CNY 243.4 261.16 6.17 35.6 8.92 27.7 ZYNGA USD 2.87 3.27 7. 41..9 32.2 DENA JPY 2,37. 3,165.77 141.9 17.1 156.86 15.4 GREE JPY 862. 687. 27.66 3.4 3.92 27.2 GungHo Online JPY 256. 247.5 29.46 8.8 25.97 1. GOOGLE USD 912.57 1,25.63 41.5 22. 48.99 18.6 YAHOO USD 48.61 52.7.72 67.8.7 69. FACEBOOK USD 152.46 163.53 5.47 27.9 6.76 22.5 ALIBABA USD 116.68 13.92 4.31 27.1 5.33 21.9 TWITTER USD 17.54 15.4.32 54.8.38 46.5 AMAZON USD 948.23 1,92.11 12.7 74.7 18.43 51.5 EBAY USD 33.31 35.81 2.2 16.5 2.21 15. BAIDU CNY 18.6 192.76 5.6 32.2 7.74 23.3 SOHU USD 38.98 45.5-5.95 N/A -3.39 N/A SINA USD 77.19 92.57 2.22 34.8 3.54 21.8 RAKUTEN INC JPY 1,133. 1,35.88 49.64 22.9 6.25 18.9 LINE JPY 3,67. 3,85.88 71.95 51.8 13.48 36. NAVER KRW 8, 976,731 29,225 27.5 34,99 23. 카카오 KRW 9,4 89,296 1,719 53.6 2,368 38.9 엔씨소프트 KRW 36, 4,69 18,455 2.2 22,848 16.3 NHN엔터테인먼트 KRW 62,2 61,9 2,372 26.8 3,945 16.1 컴투스 KRW 12, 131,125 13,99 9.1 14,263 8.3 게임빌 KRW 74,9 6,5 5,352 12.5 6,858 9.8 웹젠 KRW 2,25 27, 1,585 13. 2,3 1.1 2) 성장성, 수익성지표 (%) 217E 218E 매출YoY OPM EBITDA M ROE 매출YoY OPM EBITDA M ROE ACTIVISION BLIZZARD -1.9 31.2 37.1 13.6 9.8 35.6 39.9 14.9 EA 5.7 32. 34.3 28.4 6.4 34.7 36.8 27. NINTENDO 65.3 13.2 14.2 6.7 23.4 17.5 19.1 9.6 NEXON 9.8 37.1 41.3 14.6 6.5 36.2 39.6 13.1 TENCENT 37.7 34. 39.2 28.4 25.8 34.4 39. 27.5 ZYNGA 8.4 9.7 13.3 2.1 9.6 9.8 15. 2.7 DENA 9.9 2.3 29.4 9.2-2.5 22.1 31.2 9.2 GREE 8.2 15.1 21. 6.2 2.5 16.9 23.7 7.1 GungHo Online -15.8 36.8 39.7 43.6-7.9 35.3 4.1 28.8 GOOGLE 24.2 39.9 47.7 14.6 15.9 4.3 48. 14.7 YAHOO 1.2 11.4 25. 1.9.6 11.1 25.2 1.7 FACEBOOK 38.7 54.9 62.8 23.3 27.5 54. 63.3 25.1 ALIBABA 32. 31.8 44.5 2.2 27.8 34.1 44.2 21.1 TWITTER -8.2 12.2 26.2 5.2 5.4 13.8 27.3 7.2 AMAZON 21.1 3.5 11.7 2. 2.8 4.8 12.8 23.7 EBAY 4.8 29.6 36.1 2.1 5.8 3.2 36.7 18.7 BAIDU 21.1 13.5 2.1 12.1 21.2 16.1 22.1 15. SOHU 6.2-8.4.6-23. 1.3-1.4 8. -15.5 SINA 35.1 2.5 25.7 5.3 27.1 25.7 31.2 7.6 RAKUTEN INC 13.4 13.4 18.8 1. 11.3 14.2 19.5 11.3 LINE 15. 16.7 19. 9.6 14.3 2.4 22.2 11.5 NAVER 14.7 28.6 32.2 23. 13.8 29.9 33.1 21.9 카카오 27.4 1.3 18. 3.3 12. 12.3 19.2 4.4 엔씨소프트 4.5 37.5 39.9 19.6 16.4 4.5 42. 2.7 NHN엔터테인먼트 11.2 3.8 8.7 3.4 1.8 5.5 1.2 4.9 컴투스 1.8 38.1 38.1 23.2 9.2 38. 37.7 2.7 게임빌 13.8 4.6 6.5 13.6 19.2 8.7 9.8 15. 웹젠 12.1 27.2 3.2 2.8 17.2 29.3 31.8 21.6
2. 인터넷업종컨센서스 매출액영업이익세전이익순이익 EBITDA NAVER 216 4,226.3 11,2.4 11,317.7 7,493.1 12,649.9 연결 217E 46,297.2 13,252.6 13,634.9 9,375.1 14,895.7 218E 52,671.6 15,758.5 16,212.6 11,145. 17,445.2 217 1Q 1,822. 2,98. N/A 2,19. N/A 217 2QE 11,311.5 3,241.7 3,317.8 2,33.5 3,31.9 217 3QE 11,485. 3,31.9 3,379.6 2,331.5 3,398.5 217 4QE 12,349.9 3,678.6 3,72.6 2,566.9 2,566.9 카카오 216 14,642.3 1,161.4 1,3. 576.7 2,299.1 연결 217E 18,352.2 1,894. 1,925. 1,166.8 3,34.5 218E 2,555.2 2,521.6 2,868. 1,61.7 3,945.5 217 1QE 4,283.7 327.9 N/A 197.9 694. 217 2QE 4,49.6 421. N/A 243.9 756.9 217 3QE 4,62.1 472.5 N/A 28.8 826.7 217 4QE 5,3. 565. N/A 333.2 882.3 엔씨소프트 216 9,835.6 3,289. 3,46.7 2,722.7 3,613.1 연결 217E 13,323.5 4,996.3 5,282.1 4,32. 5,316.9 218E 15,54. 6,278.5 6,527.4 4,989.7 6,56. 217 1QE 2,652.8 859. 935.9 751.4 992.1 217 2QE 3,81.9 1,74.5 1,154.1 885.5 1,253.3 217 3QE 3,691.9 1,436.2 1,57.5 1,136.4 1,53.5 217 4QE 4,42.2 1,663.6 1,744.7 1,321.8 1,577.5 NHN엔터테인먼트 216 8,564.2 263.7 26. 125.1 633.5 연결 217E 9,398.2 357.4 552. 422.4 819.8 218E 1,415.5 568.5 827.3 762.8 1,63.7 217 1QE 2,21. 48. 13.3 19.7 222. 217 2QE 2,312.8 9.1 168. 126. 265. 217 3QE 2,342.5 9.7 153.3 18.4 25. 217 4QE 2,567.2 122.1 21. 14.3 31.
매출액영업이익세전이익순이익 EBITDA 컴투스 216 5,13.5 1,919.8 1,989.5 1,517.7 1,951.6 연결 217E 5,63. 2,134.8 2,225. 1,678.3 2,134.8 218E 6,118.1 2,321.9 2,423.4 1,826.2 2,35.1 217 1QE 1,277.6 485.6 57.2 383. 59. 217 2QE 1,395.3 522.2 543.6 41.5 561. 217 3QE 1,436. 55.5 565.4 43.4 583. 217 4QE 1,478.6 553.7 565.6 427.8 537. 게임빌 216 1,614.8 42.8 362.5 294.5 86.8 연결 217E 1,859.1 86.4 444.9 349.8 12.1 218E 2,216.6 191.9 576.4 447.9 217.5 217 1QE 384.9 -.6 74.4 65.1 19. 217 2QE 448. 16.1 12.6 8.8 24. 217 3QE 494.3 29.2 19.6 86.5 32. 217 4QE 553.4 5.2 124.9 99.5 57. 웹젠 216 2,199.9 571.8 568.8 451.9 451.9 연결 217E 2,42.4 657.8 77.6 559.8 559.8 218E 2,836.6 831.8 893. 718.2 718.2 217 1QE 526. 122. 114. 96. 96. 217 2QE 595.2 158.2 148. 132. 132. 217 3QE 69.6 172. 128. 125.5 125.5 217 4QE 69.2 25. 199. 171. 171.
14/9 14/12 15/3 15/6 15/9 15/12 16/3 16/6 16/9 16/12 17/3 14/9 14/12 15/3 15/6 15/9 15/12 16/3 16/6 16/9 16/12 17/3 3. 인터넷업종주가차트 ACTIVISION BLIZZARD '12.1.1=1 58 56 48 46 38 36 28 26 18 16 8 6 12/1 13/1 14/1 15/1 16/1 17/1 12/1 13/1 14/1 15/1 16/1 17/1 NINTENDO (JPY) '12.1.1=1 4, 32 3, 24 2, 16 1, 8 12/1 13/1 14/1 15/1 16/1 17/1 12/1 13/1 14/1 15/1 16/1 17/1 TENCENT (HKD) '12.1.1=1 3 1 8 2 6 1 4 2 12/1 13/1 14/1 15/1 16/1 17/1 12/1 13/1 14/1 15/1 16/1 17/1 DENA (JPY) '12.1.1=1 4, 15 3, 1 2, 1, 5 12/1 13/1 14/1 15/1 16/1 17/1 12/1 13/1 14/1 15/1 16/1 17/1 GungHo Online (JPY) '12.1.1=1 2 12 15 8 1 5 4 12/1 13/1 14/1 15/1 16/1 17/1 12/1 13/1 14/1 15/1 16/1 17/1 YAHOO '12.1.1=1 7 38 5 28 3 18 1 8 12/1 13/1 14/1 15/1 16/1 17/1 12/1 13/1 14/1 15/1 16/1 17/1 ALIBABA '14.9.18=1 16 2 11 15 1 6 5 1 EA 15 85 65 45 25 5 12/1 13/1 14/1 15/1 16/1 17/1 NEXON (JPY) 3, 2, 1, 12/1 13/1 14/1 15/1 16/1 17/1 ZYNGA 2 15 1 5 12/1 13/1 14/1 15/1 16/1 17/1 GREE (JPY) 3, 2, 1, 12/1 13/1 14/1 15/1 16/1 17/1 GOOGLE 1 8 6 4 2 12/1 13/1 14/1 15/1 16/1 17/1 FACEBOOK 2 15 1 5 12/5 13/5 14/5 15/5 16/5 '12.1.1=1 52 42 32 22 12 2 12/1 13/1 14/1 15/1 16/1 17/1 '12.1.1=1 22 17 12 7 2 12/1 13/1 14/1 15/1 16/1 17/1 '12.1.1=1 16 12 8 4 12/1 13/1 14/1 15/1 16/1 17/1 '12.1.1=1 12 9 6 3 12/1 13/1 14/1 15/1 16/1 17/1 '12.1.1=1 32 24 16 8 12/1 13/1 14/1 15/1 16/1 17/1 '12.5.17=1 5 4 3 2 1 12/5 13/5 14/5 15/5 16/5
16/7 16/8 16/9 16/1 16/11 16/12 17/1 17/2 17/3 17/4 TWITTER '13.11.6=1 9 3 7 2 5 3 1 1 13/11 14/5 14/11 15/5 15/11 16/5 16/11 13/11 14/5 14/11 15/5 15/11 16/5 16/11 EBAY '12.1.1=1 4 28 3 23 18 2 13 1 8 12/1 13/1 14/1 15/1 16/1 17/1 12/1 13/1 14/1 15/1 16/1 17/1 SOHU '12.1.1=1 1 2 8 15 6 1 4 5 2 12/1 13/1 14/1 15/1 16/1 17/1 12/1 13/1 14/1 15/1 16/1 17/1 Rakuten (JPY) '12.1.1=1 3 4 3 2 2 1 1 12/1 13/1 14/1 15/1 16/1 17/1 12/1 13/1 14/1 15/1 16/1 17/1 NAVER (KRW) '12.1.1=1 1,2, 34 8, 24 4, 14 4 12/1 13/1 14/1 15/1 16/1 17/1 12/1 13/1 14/1 15/1 16/1 17/1 카카오 (KRW) '12.1.1=1 19, 19 14, 9, 4, 네오위즈게임즈 (KRW) 6, 4, 2, 12/1 13/1 14/1 15/1 16/1 17/1 14 9 4 12/1 12/11 13/9 14/7 15/5 16/3 17/1 '12.1.1=1 15 1 5 12/1 13/1 14/1 15/1 16/1 17/1 AMAZON 11 BAIDU 3 22 14 81 61 41 21 6 12/1 13/1 14/1 15/1 16/1 17/1 SINA 12 8 4 12/1 13/1 14/1 15/1 16/1 17/1 LINE 1 12/1 13/1 14/1 15/1 16/1 17/1 (JPY) 6 5 4 3 2 1 NHN엔터테인먼트 (KRW) 15, 1, 5, 엔씨소프트 (KRW) 4, 3, 2, 1, 컴투스 (KRW) 2, 15, 1, 5, 12/1 13/1 14/1 15/1 16/1 17/1 12/1 13/1 14/1 15/1 16/1 17/1 '12.1.1=1 58 48 38 28 18 8 12/1 13/1 14/1 15/1 16/1 17/1 '12.1.1=1 24 19 14 9 4 12/1 13/1 14/1 15/1 16/1 17/1 '12.1.1=1 2 16 12 8 4 12/1 13/1 14/1 15/1 16/1 17/1 ('16.7.14=1) 2 15 1 5 '13.8.29=1 12 1 8 6 4 13/8 14/3 14/1 15/5 15/12 16/7 17/2 '12.1.1=1 15 1 16/7 16/8 5 12/1 13/1 14/1 15/1 16/1 17/1 '12.1.1=1 12 8 4 12/1 13/1 14/1 15/1 16/1 17/1
게임빌 (KRW) '12.1.1=1 24, 3 16, 2 8, 1 12/1 13/1 14/1 15/1 16/1 17/1 12/1 13/1 14/1 15/1 16/1 17/1 웹젠 (KRW) '12.1.1=1 6, 4 3 4, 2 2, 1 12/1 13/1 14/1 15/1 16/1 17/1 12/1 13/1 14/1 15/1 16/1 17/1 위메이드 (KRW) 8, 6, 4, 2, 12/1 13/1 14/1 15/1 16/1 17/1 선데이토즈 (KRW) 1, 8, 6, 4, 2, 12/1 13/1 14/1 15/1 16/1 17/1 '12.1.1=1 2 15 1 5 12/1 13/1 14/1 15/1 16/1 17/1 '12.1.1=1 8 6 4 2 12/1 13/1 14/1 15/1 16/1 17/1
4. 인터넷업종시가총액 1) Table Company 상장통화 자국통화 ( 백만 ) ( 단위 : 억원 ) ACTIVISION BLIZZARD USD 39,713 451,894 EA USD 29,22 332,499 NINTENDO JPY 4,11,358 48,63 NEXON JPY 845,225 85,982 TENCENT HKD 2,36,783 3,374,491 ZYNGA USD 2,492 28,354 DENA JPY 357,42 36,359 GREE JPY 28,59 21,211 GungHo Online JPY 243,738 24,795 GOOGLE USD 637,758 7,257,51 YAHOO USD 46,575 529,974 FACEBOOK USD 441,732 5,26,47 ALIBABA USD 291,149 3,312,983 TWITTER USD 12,8 145,65 AMAZON USD 453,231 5,157,312 EBAY USD 36,53 41,243 BAIDU USD 62,569 711,968 SOHU USD 1,514 17,231 SINA USD 5,478 62,34 Rakuten JPY 1,623,28 165,124 LINE JPY 83,717 81,76 NAVER KRW 26,37,145 263,71 NHN엔터테인먼트 KRW 1,216,945 12,169 카카오 KRW 6,121,542 61,215 엔씨소프트 KRW 7,894,448 78,944 컴투스 KRW 83,717 81,76 게임빌 KRW 1,543,97 15,44 웹젠 KRW 517,44 5,174
2) Chart ACTIVISION BLIZZARD 5, 4, 3, 2, 1, 5, 4, 3, 2, 1, EA 4, 2, 4, 2, NINTENDO ( 백만 JPY) 5,, 4,, 3,, 2,, 1,, 6, 5, 4, 3, 2, 1, NEXON ( 백만 JPY) 1,, 75, 5, 25, 15, 1, 5, TENCENT ( 백만 HKD) 2,5, 2,, 1,5, 1,, 5, DENA ( 백만 JPY) 1,, 5, 4,, 2,, 75, 5, 25, ZYNGA 15, 1, 5, GREE 5, 25, ( 백만 JPY) 75, 15, 1, 5, 1, 75, 5, 25, GungHo Online ( 백만 JPY) 2,, 1,5, 1,, 5, 3, 2, 1, GAME LOFT ( 백만 EUR) 75 55 35 15 11,5 6,5 1,5 GOOGLE 1,, 5, 1,, 7,5, 5,, 2,5, YAHOO 6, 4, 2, 6, 4, 2, FACEBOOK 5, 4, 3, 2, 1, 12.5 13.5 14.5 15.5 16.5 6,, 5,, 4,, 3,, 2,, 1,, 12.5 13.5 14.5 15.5 16.5 ALIBABA 4, 3, 2, 1, 14.9 15.3 15.9 16.3 16.9 17.3 4,, 3,, 2,, 1,,
16.7 16.8 16.9 16.1 16.11 16.12 17.1 17.2 17.3 17.4 16.7 16.8 16.9 16.1 16.11 16.12 17.1 17.2 17.3 17.4 TWITTER 6, 4, 2, 6, 4, 2, AMAZON 5, 6,, 5,, 4, 4,, 3, 3,, 2, 2,, 1,, 1, EBAY 1, 75, 5, 25, 1,, 75, 5, 25, BAIDU 1, 75, 5, 25, 1,5, 1,, 5, SOHU 4, 3, 2, 1, 4, 3, 2, 1, SINA 7,5 5, 2,5 75, 5, 25, Rakuten ( 백만 JPY) 4,, 3,, 2,, 1,, 4, 3, 2, 1, LINE ( 백만 JPY) 1,5, 1,, 5, 15, 1, 5, NAVER NHN엔터테인먼트카카오엔씨소프트 4, 3, 1, 1, 2, 75, 75, 5, 2, 5, 1, 25, 25, 웹젠 컴투스 게임빌 16, 15, 3, 12, 8, 2, 1, 4, 1, 5,
5. Market vs. 커버리지주 KOSPI, KOSDAQ 지수 KOSPI, KOSDAQ Performance (pt) 2,3 KOSPI Index KOSDAQ Index (pt) 9 (213.1.1=1) 18 KOSPI Index KOSDAQ Index 2,2 75 16 2,1 6 14 2, 45 12 1,9 3 1,8 15 1 1,7 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 17/1 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 17/1 커버리지업체 Relative Performance (213.1.1=1) (213.1.1=1) 29 KOSPI Index KOSDAQ Index NAVER 21 KOSPI Index KOSDAQ Index 카카오 26 23 18 2 15 17 12 14 11 9 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 17/1 6 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 17/1 (213.1.1=1) 28 KOSPI Index KOSDAQ Index 엔씨소프트 26 24 22 2 18 16 14 12 1 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 17/1 (213.8.29=1) 18 KOSPI Index KOSDAQ Index NHN엔터테인먼트 15 12 9 6 3 13/8 14/2 14/8 15/2 15/8 16/2 16/8 17/2 (213.1.1=1) (213.1.1=1) 2 KOSPI Index KOSDAQ Index 게임빌 5 KOSPI Index KOSDAQ Index 컴투스 16 4 12 3 8 2 4 1 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 17/1 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 17/1
(213.1.1=1) 6 KOSPI Index KOSDAQ Index 웹젠 5 4 3 2 1 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 17/1 213 인터넷커버리지지수 vs KOSPI, KOSDAQ 지수 (213.1.1=1) 24 KOSPI Index KOSDAQ Index 인터넷커버리지지수 22 2 18 16 14 12 1 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 17/1 인터넷커버리지 6 종목 : NAVER, 카카오, 엔씨소프트, 게임빌, 컴투스, 웹젠
6. 모바일게임최고매출순위 _ 217.5.2 구글플레이스토어 _ 국내 애플앱스토어 _ 국내
구글플레이스토어 _ 미국
구글플레이스토어 _ 일본
구글플레이스토어 _ 중국
애플앱스토어 _ 미국
애플앱스토어 _ 일본
애플앱스토어 _ 중국
7. 인터넷업종최근 2 일종가 ( 단위 : 각국통화 ) Date 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 217-4-12 48.6 (.9) 9..3 25,61 (.4) 1,712 (2.8) 231. 2.7 2.8 (.4) 217-4-13 48.4 (.5) 89. (1.) 25,24 (1.4) 1,79 (.2) 23.6 (.2) 2.8 (.4) 217-4-14 48.4. 89.. 25,76 2.1 1,687 (1.3) 23.6. 2.8. 217-4-15 48.4. 89.. 25,76. 1,687. 23.6. 2.8. 217-4-16 48.4. 89.. 25,76. 1,687. 23.6. 2.8. 217-4-17 48.8.8 89.2.2 26,55 2.9 1,71 1.4 23.6. 2.8.4 217-4-18 49.2.8 89.2 (.) 26,715.8 1,71. 228. (1.1) 2.8 1.4 217-4-19 49.4.4 89.7.5 27,16 1.7 1,728 1.1 23.2 1. 2.8. 217-4-2 5. 1.2 91.2 1.7 26,815 (1.3) 1,695 (1.9) 236.6 2.8 2.8. 217-4-21 49.9 (.2) 91.9.8 27,5.7 1,76.6 236.4 (.1) 2.8 (1.1) 217-4-22 49.9. 91.9. 27,5. 1,76. 236.4. 2.8. 217-4-23 49.9. 91.9. 27,5. 1,76. 236.4. 2.8. 217-4-24 5.9 2. 92.8.9 27,37 1.4 1,733 1.6 238..7 2.9 2.5 217-4-25 51.4.9 93..2 27,96 2.2 1,767 2. 242.8 2. 2.9. 217-4-26 51.4. 93.5.5 27,62 (1.2) 1,875 6.1 241.6 (.5) 2.8 (1.4) 217-4-27 51.9 1.1 94.2.8 27,465 (.6) 1,99 1.8 244.6 1.2 2.8.7 217-4-28 52.3.7 94.8.6 28,45 2.1 1,895 (.7) 243.4 (.5) 2.9 1.8 217-4-29 52.3. 94.8. 28,45. 1,895. 243.4. 2.9. 217-4-3 52.3. 94.8. 28,45. 1,895. 243.4. 2.9. 217-5-1 52.7.9 94.8 (.) 28,315 1. 1,936 2.2 243.4. 2.9 (.7) Date NINTENDO NEXON TENCENT 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 217-4-12 2,258 (.6) 71. 251. (1.6) 841.5.2 46.8.1 139.6 (.2) 217-4-13 2,232 (1.2) 764 7.6 253..8 84.2 (.2) 46.9.1 139.4 (.1) 217-4-14 2,217 (.7) 77.8 247. (2.4) 84.2. 46.9. 139.4. 217-4-15 2,217. 77. 247.. 84.2. 46.9. 139.4. 217-4-16 2,217. 77. 247.. 84.2. 46.9. 139.4. 217-4-17 2,297 3.6 844 9.6 246. (.4) 855.1 1.8 47.4 1. 141.4 1.5 217-4-18 2,288 (.4) 845.1 25. 1.6 854. (.1) 47.6.4 141. (.3) 217-4-19 2,394 4.6 863 2.1 255. 2. 856.5.3 47. (1.2) 142.3.9 217-4-2 2,385 (.4) 857 (.7) 25. (2.) 86.1.4 47.7 1.4 143.8 1.1 217-4-21 2,377 (.3) 843 (1.6) 251..4 859. (.1) 47.5 (.3) 143.7 (.1) 217-4-22 2,377. 843. 251.. 859.. 47.5. 143.7. 217-4-23 2,377. 843. 251.. 859.. 47.5. 143.7. 217-4-24 2,387.4 855 1.4 257. 2.4 878.9 2.3 48.2 1.3 145.5 1.2 217-4-25 2,375 (.5) 867 1.4 251. (2.3) 888.8 1.1 48.4.5 146.5.7 217-4-26 2,417 1.8 88 1.5 253..8 889.1. 48.3 (.3) 146.6. 217-4-27 2,415 (.1) 874 (.7) 258. 2. 891.4.3 48.4.2 147.7.8 217-4-28 2,387 (1.2) 895 2.4 25. (3.1) 924.5 3.7 48.2 (.3) 15.3 1.7 217-4-29 2,387. 895. 25.. 924.5. 48.2. 15.3. 217-4-3 2,387. 895. 25.. 924.5. 48.2. 15.3. 217-5-1 2,37 (.7) 862 (3.7) 256. 2.4 932.8.9 48.6.8 152.5 1.5 Date BLIZZARD ALIBABA EA DENA GREE GungHo TWITTER AMAZON 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 217-4-12 11.6.2 14.4.8 896.2 (.7) 34.3.8 173.6.3 39.8 (.6) 217-4-13 11.2 (.4) 14.3 (.8) 884.7 (1.3) 34.3.2 172.6 (.6) 39.7 (.3) 217-4-14 11.2. 14.3. 884.7. 34.3. 172.6. 39.7. 217-4-15 11.2. 14.3. 884.7. 34.3. 172.6. 39.7. 217-4-16 11.2. 14.3. 884.7. 34.3. 172.6. 39.7. 217-4-17 111.8 1.4 14.4.7 92. 2. 34.4.3 173.3.4 39.4 (.6) 217-4-18 111.2 (.5) 14.4.3 93.8.2 34. (1.2) 174.5.7 39.6.3 217-4-19 11.8 (.4) 14.5.7 899.2 (.5) 33.9 (.5) 177.8 1.9 39.6.1 217-4-2 113. 2. 14.7.8 92.1.3 32.5 (3.9) 178.6.5 4..9 217-4-21 113.1.1 14.6 (.1) 898.5 (.4) 32.2 (1.1) 178.1 (.3) 4.8 2.2 217-4-22 113.1. 14.6. 898.5. 32.2. 178.1. 4.8. 217-4-23 113.1. 14.6. 898.5. 32.2. 178.1. 4.8. 217-4-24 114.9 1.5 14.7.5 97.4 1. 32.1 (.4) 18. 1.1 38.2 (6.4) 217-4-25 115.5.5 14.7 (.3) 97.6. 32.8 2.4 187. 3.9 38.3.1 217-4-26 115. (.4) 15.8 7.9 99.3.2 33..6 186.7 (.2) 38.5.7 217-4-27 115.4.4 16.6 5. 918.4 1. 33.1.2 187.9.6 39.2 1.8 217-4-28 115.5.1 16.5 (.8) 925..7 33.4 1.1 18.2 (4.1) 38.8 (1.1) 217-4-29 115.5. 16.5. 925.. 33.4. 18.2. 38.8. 217-4-3 115.5. 16.5. 925.. 33.4. 18.2. 38.8. 217-5-1 116.7 1. 17.5 6.4 948.2 2.5 33.3 (.3) 18.1 (.1) 39..5 GOOGLE EBAY YAHOO BAIDU ZYNGA FACEBOOK SOHU
Date 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 217-4-12 69.7.5 1,181.5.1 4,54.5 (1.2) 768, (.3) 58,6 (.8) 85,9.2 217-4-13 69.1 (1.) 1,18.5 (.1) 4,3.5 (.6) 82, 4.4 6,7 3.6 88, 2.4 217-4-14 69.1. 1,168.5 (1.) 3,954.5 (1.9) 787, (1.9) 6,2 (.8) 88,8.9 217-4-15 69.1. 1,168.5. 3,954.5. 787,. 6,2. 88,8. 217-4-16 69.1. 1,168.5. 3,954.5. 787,. 6,2. 88,8. 217-4-17 69.6.9 1,19. 1.8 3,959.5.1 785, (.3) 61,2 1.7 89,1.3 217-4-18 69.1 (.8) 1,18. (.8) 3,994..9 778, (.9) 61,3.2 88,2 (1.) 217-4-19 69. (.1) 1,187.5.6 4,14.5.5 777, (.1) 61,3. 87,2 (1.1) 217-4-2 7.3 1.9 1,173. (1.2) 4,39.5.6 796, 2.4 62,8 2.4 9,8 4.1 217-4-21 72.1 2.6 1,145. (2.4) 3,9.5 (3.4) 813, 2.1 63,7 1.4 9, (.9) 217-4-22 72.1. 1,145.. 3,9.5. 813,. 63,7. 9,. 217-4-23 72.1. 1,145.. 3,9.5. 813,. 63,7. 9,. 217-4-24 73.3 1.6 1,17.5 2.2 3,96. 1.5 81, (.4) 63,1 (.9) 9,2.2 217-4-25 73.9.9 1,181..9 4,125. 4.2 815,.6 64,3 1.9 9,8.7 217-4-26 75.1 1.7 1,191.5.9 3,71.5 (1.3) 87, (1.) 64, (.5) 92,6 2. 217-4-27 76.9 2.3 1,139. (4.4) 3,884.5 4.9 791, (2.) 62,9 (1.7) 91,4 (1.3) 217-4-28 76.8 (.1) 1,141..2 3,865. (.5) 8, 1.1 62,2 (1.1) 9,4 (1.1) 217-4-29 76.8. 1,141.. 3,865.. 8,. 62,2. 9,4. 217-4-3 76.8. 1,141.. 3,865.. 8,. 62,2. 9,4. 217-5-1 77.2.5 1,133. (.7) 3,669.5 (5.1) 8,. 62,2. 9,4. Date SINA RAKUTEN LINE NAVER NHN엔터테인먼트 엔씨소프트 컴투스 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 217-4-12 337,5 5.6 127,6.9 66,2 2.6 19,85 (1.5) 217-4-13 358,5 6.2 129, 1.1 67,5 2. 2,5 1. 217-4-14 357,5 (.3) 122,2 (5.3) 64,1 (5.) 19,4 (3.2) 217-4-15 357,5. 122,2. 64,1. 19,4. 217-4-16 357,5. 122,2. 64,1. 19,4. 217-4-17 359,5.6 124,9 2.2 64,7.9 19,8 2.1 217-4-18 358,5 (.3) 119,2 (4.6) 63,1 (2.5) 2,2 2. 217-4-19 359,.1 12,2.8 68,8 9. 2,25.2 217-4-2 366,5 2.1 121,6 1.2 7,8 2.9 2, (1.2) 217-4-21 355,5 (3.) 12,3 (1.1) 71,4.8 2,3 1.5 217-4-22 355,5. 12,3. 71,4. 2,3. 217-4-23 355,5. 12,3. 71,4. 2,3. 217-4-24 352, (1.) 119,6 (.6) 69,8 (2.2) 21,2 4.4 217-4-25 364, 3.4 122,4 2.3 7,5 1. 21,3.5 217-4-26 36, (1.1) 121, (1.1) 7, (.7) 2,8 (2.3) 217-4-27 355,5 (1.3) 121,2.2 74,3 6.1 2,65 (.7) 217-4-28 36, 1.3 12, (1.) 74,9.8 2,25 (1.9) 217-4-29 36,. 12,. 74,9. 2,25. 217-4-3 36,. 12,. 74,9. 2,25. 217-5-1 36,. 12,. 74,9. 2,25. 게임빌 웹젠 카카오
Compliance Notice 본자료에기재된내용들은작성자본인의의견을정확하게반영하고있으며외부의부당한압력이나간섭없이작성되었음을확인합니다 ( 작성자 : 성종화 ) 본자료는고객의증권투자를돕기위한정보제공을목적으로제작되었습니다. 본자료에수록된내용은당사리서치본부가신뢰할만한자료및정보를바탕으로작성한것이나, 당사가그정확성이나완전성을보장할수없으므로참고자료로만활용하시기바라며유가증권투자시투자자자신의판단과책임하에최종결정을하시기바랍니다. 따라서본자료는어떠한경우에도고객의증권투자결과에대한법적책임소재의증빙자료로사용될수없습니다. 본자료는당사의저작물로서모든저작권은당사에게있으며어떠한경우에도당사의동의없이복제, 배포, 전송, 변형될수없습니다. _ 동자료는제공시점현재기관투자가또는제 3 자에게사전제공한사실이없습니다. _ 동자료의추천종목은전일기준현재당사에서 1% 이상보유하고있지않습니다. _ 동자료의추천종목은전일기준현재당사의조사분석담당자및그배우자등관련자가보유하고있지않습니다. _ 동자료의추천종목에해당하는회사는당사와계열회사관계에있지않습니다. 투자등급및적용기준 구분 투자등급 guide line 투자등급 적용기준 투자의견 비고 ( 투자기간 6~12 개월 ) ( 향후 12 개월 ) 비율 Sector 시가총액대비 Overweight ( 비중확대 ) ( 업종 ) 업종비중기준 Neutral ( 중립 ) 투자등급 3단계 Underweight ( 비중축소 ) Company 절대수익률기준 Buy ( 매수 ) +2% 이상기대 83.4% 215년 2월 2일부터당사투자등급이기존 ( 기업 ) 투자등급 3단계 Hold ( 보유 ) -2% ~ +2% 기대 16.6% 4단계 (Strong Buy / Buy / Marketperform / Sell) 에서 Sell ( 매도 ) -2% 이하기대 3단계 (Buy / Hold / Sell) 로변경 합계 1.% 투자의견비율은 216. 4. 1 ~ 217. 3. 31 당사리서치센터의의견공표종목들의맨마지막공표의견을기준으로한투자등급별비중임 ( 최근 1년간누적기준. 분기별갱신 )