Ⅰ. 인터넷업종 FactSheet _ Weekly [ ] 1. 인터넷업종지표 4. 인터넷업종시가총액 7. 인터넷업종 dod% 2. 인터넷업종컨센서스 5. Market VS. 커버리지주인터넷 / 소프트웨어성종화 02) 인터넷업종주가차

Ⅰ. 인터넷업종 FactSheet _ Weekly [217.1.31] 1. 인터넷업종지표 4. 인터넷업종시가총액 7. 인터넷업종 dod% 2. 인터넷업종컨센서스 5. Market VS. 커버리지주인터넷 / 소프트웨어성종화 2)3779-87 3. 인터넷업종주가차트 6. 모바일게임순위자료출처 : Bloomberg 217.1.3 기준 1. 인터넷업종지표 1) 밸류지표 ( 각국통화, 배 ) 216E 217E 통화전일종가목표가 EPS PER EPS PER ACTIVISION BLIZZARD USD 39.61 48.37 2.3 19.5 2.9 19. EA USD 83.84 92.5 3.71 22.6 4.16 2.2 NINTENDO JPY 23,565. 29,568.75 579.5 4.1 712.99 32.6 NEXON JPY 1,771. 1,75. 67.92 25.4 128.37 13.4 TENCENT CNY 24.4 237.6 4.7 38.6 6.89 29.8 ZYNGA USD 2.6 3.25 1.7 152.9.7 37.1 DENA JPY 2,588. 3,61.88 131.6 19.4 168.19 15.1 GREE JPY 69. 598.33 5.68 12. 21.19 28.7 GungHo Online JPY 248. 26. 35.24 7. 3.78 8. GOOGLE USD 2.32 991.11 34.62 23.2 41.84 19.2 YAHOO USD 43.93 47.45.59 75.1.66 66.6 FACEBOOK USD 13.98 153.44 4.15 31.6 5.24 25. ALIBABA USD 11.2 124.89 3.43 29.4 4.24 23.7 TWITTER USD 16.94 16.48.52 32.5.6 28.3 AMAZON USD 83.38 945.25 9.79 84.9 13.79 6.2 EBAY USD 32.17 34.28 1.88 17.1 2.3 15.9 BAIDU CNY 174.72 183.13 4.61 37.9 5.98 29.2 SOHU USD 39.49 45.64-5.78 N/A -4.24 N/A SINA USD 68.66 88.27 1.35 5.8 2.29 3. RAKUTEN INC JPY 1,137.5 1,392.86 43.97 25.7 54.64 2.7 LINE JPY 3,69. 4,47.14 43.48 83.3 95.25 38. NAVER KRW 753, 9, 24,782 3.7 31,571 24.1 카카오 KRW 77,1 89,92 9 86.9 1,95 41. 엔씨소프트 KRW 38,5 353,852 12,26 24.8 17,491 17.4 네오위즈게임즈 KRW 1,6 16,5 728 14.8 75 14.3 NHN엔터테인먼트 KRW 5,3 6,9 3,47 15.4 2,595 2.2 컴투스 KRW 87,7 123,778 11,444 7.5 11,992 7.1 게임빌 KRW 44,2 64,83 4,878 9.1 5,439 8.1 위메이드 KRW 23,65 28,875-3,648 N/A 718 32.8 웹젠 KRW 15,2 2,75 1,85 13.7 1,583 9.4 선데이토즈 KRW 2,75 31, 1,919 1.6 2,827 7.2 2) 성장성, 수익성지표 (%) 216E 217E 매출YoY OPM EBITDA M ROE 매출YoY OPM EBITDA M ROE ACTIVISION BLIZZARD 39.3 32.9 36.1 16.6 4.3 32.7 35.6 16.6 EA 8.9 3.4 34.5 31.2 6.2 32.1 34.4 27.4 NINTENDO -5.4 8. 9.7 6.1 53.8 14.6 15.1 6.7 NEXON -4. 23.9 26.9 6.6 4.3 36.6 38.5 12.6 TENCENT 52. 36.7 41.8 3.3 33.3 35.5 4.3 3.3 ZYNGA -.5 5.3 7.9 1.2 12.4 8.3 13.8 4.8 DENA 5.3 18.1 26.7 9.2 12.7 22.9 3.8 1.6 GREE -14.7 15.4 19.9 1.6-3.7 14.1 19.9 4.8 GungHo Online -25.6 42. 4.2 41. -17.8 38. 39.2 31.2 GOOGLE 2.9 41.4 49.8 15.1 19.6 41.3 49.6 16.9 YAHOO -14.2 8.8 23.8 1.3 4.1 9.8 23.8 1.6 FACEBOOK 56.7 58.6 64.7 2.8 34.4 54.7 62.3 21.6 ALIBABA 54.6 29.3 46.7 18.6 3.1 3.6 44.7 19.7 TWITTER 15.2 11. 28.2 8.6 9.3 1.6 3.2 1.1 AMAZON 27.9 3. 11.1 22.2 22.7 4.1 11.8 28.2 EBAY 4.7 31.1 38.6 31. 4.7 3.1 37.3 21.1 BAIDU 6.6 14.8 22.2 12. 2.7 16.8 22.8 13.7 SOHU -14.8-7.4.5-18.9 8.2-3. 5.7-14.7 SINA 17.7 15.4 19.3 6.3 25.9 18.8 23.4 5.6 RAKUTEN INC 1.1 13.8 19.2 9.2 12.3 14.9 2.1 1.8 LINE 2.8 15.9 21.7 12.9 17.1 2. 22.5 12.2 NAVER 24.2 27.7 31.6 28.6 16.5 3.5 34. 25.4 카카오 51.2 7.9 16. 2. 22.9 11.8 19.9 3.8 엔씨소프트 13.1 32.3 35.7 14.4 31.1 37.9 4.5 18.6 네오위즈게임즈 1. 14.3 15.4 5.7-1.5 11.1 9.8 5.4 NHN엔터테인먼트 43. 3.3 8.3 4.3 8.7 4.3 9.4 3.3 컴투스 16.6 37.2 36.6 25.4 5.7 36.5 35.9 21.3 게임빌 9.3 4.3 6.5 14. 13.8 5.9 7.5 13.6 위메이드 -14.8 6.4 14.3-17. -1.3 14.5 22.3 3.4 웹젠 -14.3 24.9 28.6 17.5 8.9 32. 34.9 21.1 선데이토즈 -1.5 25.5 24.6 16.7 25.8 31. 26.9 21.4

2. 인터넷업종컨센서스 매출액영업이익세전이익순이익 EBITDA NAVER 215 4,226.3 11,2.4 7,83. 7,558.4 9,181.9 연결 216E 4,354.3 11,196. 11,64. 7,932.6 12,763. 217E 46,969.2 14,268.4 14,578.9 1,16.1 15,943.9 216 1Q 9,372.8 2,568.3 2,562.1 1,654.2 2,949.1 216 2Q 9,872.8 2,726.6 3,114.2 2,126.2 3,135.9 216 3Q 1,13.8 2,823. 2,8.5 1,945.5 3,241.5 216 4QE 1,831.9 3,68.2 3,147.9 2,133.9 3,442.4 카카오 215 9,321.5 891.7 1,95.4 756.7 1,645.6 연결 216E 14,371.4 1,139.3 1,172.7 594.5 2,34.7 217E 17,665.1 2,86.9 2,237.3 1,297.8 3,519.7 216 1Q 2,424.8 21.9 166.6 131.8 425.8 216 2Q 3,765.2 266.2 211.4 88.3 578. 216 3Q 3,913.9 32.6 21.9 122.2 596.8 216 4QE 4,221.2 351.4 565. 23.9 1,21.9 엔씨소프트 215 8,383. 2,374.7 2,395.1 1,653.9 2,724.5 연결 216E 9,494.3 3,69.8 3,27.6 2,675.9 3,39.6 217E 12,445.3 4,711.5 4,965.4 3,819.5 5,35.9 216 1Q 2,48.5 759.3 81.2 662.2 845. 216 2Q 2,45.3 861.5 975. 96.2 942.3 216 3Q 2,175.6 651.1 633.9 482.1 729.9 216 4QE 2,491.3 795.1 9.7 69. 8.1 네오위즈게임즈 215 1,9.7 158. -142.6-26.1 24.7 연결 216E 1,95.6 279.5 243.9 159.1 3.3 217E 1,921.3 213.8 238.1 161.1 187.8 216 1Q 57.7 123.3 114. 78.3 128.3 216 2Q 519.1 13.6 111.1 84.2 123.3 216 3Q 424.4 25.5 2.9-12.4 38.8 216 4QE 434.9 28.4 15.2 5.5 N/A NHN엔터테인먼트 215 6,446. -543.4 2,29.4 1,64.3-161.4 연결 216E 8,456. 277.4 89. 633.1 71.3 217E 9,194.9 391.3 66.4 475.4 868.6 216 1Q 2,36.2 92. 327.2 244.1 184.8 216 2Q 2,16.2 13.4 399.3 36.1 193.8 216 3Q 2,74.9 22.8 68.1 44.4 115. 216 4QE 2,248.4 6.9 153. 93.5 199.

매출액영업이익세전이익순이익 EBITDA 컴투스 215 4,335.3 1,659.3 1,77.4 1,258.2 1,691.2 연결 216E 5,65.7 1,885.1 1,951.6 1,462. 1,853.1 217E 5,352.8 1,954.4 2,53.6 1,535.2 1,921.1 216 1Q 1,351.4 597.8 61.5 464.4 65.7 216 2Q 1,266. 486.4 511.3 379.6 494.5 216 3Q 1,181.4 411.3 417.2 39.4 419.4 216 4QE 1,249. 382. 39.7 295.7 37. 게임빌 215 1,523. 32.4 289.7 2.6 74.6 연결 216E 1,633.4 71. 386.9 317.4 17. 217E 1,859.5 11.5 45.6 354.2 138.8 216 1Q 48.2 46.9 14.5 116.5 57.2 216 2Q 432.2 22.4 111.6 92. 31.9 216 3Q 39.1.2 69.8 57. 11.4 216 4QE 46.7 1.6 69. 54.3 12. 위메이드 215 1,265.9-116.6-1,53.1-1,73.5-12.6 연결 216E 1,117.6 71.8-4.2-61.7 159.8 217E 1,13.5.6 12.6 119.7 246.1 216 1Q 32. 4.8-386.3-293.5 27.8 216 2Q 259.2.4-138.7-11.6 22.2 216 3Q 277.6 39.8-264.9-23.8 6.3 216 4QE 263. 32.5-7. -13. N/A 웹젠 215 2,419.9 744.9 658.5 64.9 64.9 연결 216E 4,354.3 11,196. 11,64. 7,932.6 7,92.4 217E 46,969.2 14,268.4 14,578.9 1,16.1 1,2.7 216 1Q 6.5 17.3 173.1 124.2 124.2 216 2Q 538.7 146.6 147.9 114. 114. 216 3Q 486.3 99.2 19.7 78.9 78.9 216 4QE 526. 13.7 N/A 13.5 13.5 선데이토즈 215 796.6 255.1 274.7 23.9 23.9 연결 216E 4,354.3 11,196. 11,64. 7,932.6 7,92.4 217E 46,969.2 14,268.4 14,578.9 1,16.1 1,2.7 216 1Q 167.8 43.6 47.7 38.4 38.4 216 2Q 155. 33.2 36.6 33.2 33.2 216 3Q 212.4 54.4 58.7 45.9 45.9 216 4QE 243.8 66.2 72.9 45.9 45.9

14/9 14/12 15/3 15/6 15/9 15/12 16/3 16/6 16/9 16/12 14/9 14/12 15/3 15/6 15/9 15/12 16/3 16/6 16/9 16/12 3. 인터넷업종주가차트 ACTIVISION BLIZZARD 48 46 38 36 28 26 18 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) 4, 24 3, 12/1 13/1 14/1 15/1 16/1 17/ 12/1 13/1 14/1 15/1 16/1 17/1 TENCENT (HKD) 25 2 15 1 5 12/1 13/1 14/1 15/1 16/1 17/1 DENA 6 4 2 12/1 13/1 14/1 15/1 16/1 17/1 (JPY) 5, 15 4, 3, 1 2, 5 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 GungHo Online (JPY) 2 12 15 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 7 3 5 2 3 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 ALIBABA '14.9.18=1 2 11 15 1 6 5 1 EA 15 52 85 42 65 32 45 22 25 12 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 NEXON (JPY) 3, 22 2, 17 12 1, 7 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 ZYNGA 2 15 12 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 6 4 2 12/1 13/1 14/1 15/1 16/1 17/1 FACEBOOK 15 1 5 12/5 13/5 14/5 15/5 16/5 4 12/1 13/1 14/1 15/1 16/1 17/1 12 9 6 3 12/1 13/1 14/1 15/1 16/1 17/1 32 24 12/1 13/1 14/1 15/1 16/1 17/1 '12.5.17=1 4 3 2 1 12/5 13/5 14/5 15/5 16/5

TWITTER 9 7 5 3 1 13/11 14/5 14/11 15/5 15/11 16/5 16/11 EBAY 4 3 2 1 12/1 13/1 14/1 15/1 16/1 17/1 SOHU 1 6 4 2 12/1 13/1 14/1 15/1 16/1 17/1 Rakuten (JPY) 3 2 1 12/1 13/1 14/1 15/1 16/1 17/1 NAVER (KRW) 1,2,, 4, 카카오 (KRW) 19, 14, 9, 4, 네오위즈게임즈 (KRW) 6, 4, 2 15 1 5 12/1 13/1 14/1 15/1 16/1 17/1 34 24 14 4 12/1 13/1 14/1 15/1 16/1 17/ 12/1 13/1 14/1 15/1 16/1 17/1 12/1 13/1 14/1 15/1 16/1 17/ '13.11.6=1 3 2 1 19 14 9 4 12/1 12/11 13/9 14/7 15/5 16/3 17/1 1 13/11 14/5 14/11 15/5 15/11 16/5 16/11 2 23 1 13 12/1 13/1 14/1 15/1 16/1 17/1 4 3 2 1 12/1 13/1 14/1 15/1 16/1 17/1 15 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 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/ (JPY) 6 5 4 3 2 1 NHN엔터테인먼트 (KRW) 15, 1, 5, 엔씨소프트 (KRW) 4, 3, 2, 1, 컴투스 (KRW) 2, 15, 1, 5, 13/8 14/3 14/1 15/5 15/12 16/7 12/1 13/1 14/1 15/1 16/1 17/1 12/1 13/1 14/1 15/1 16/1 17/1 5 4 3 2 1 12/1 13/1 14/1 15/1 16/1 17/1 24 19 14 9 4 12/1 13/1 14/1 15/1 16/1 17/1 2 12 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 6 4 13/8 14/3 14/1 15/5 15/12 16/7 15 1 16/7 16/8 5 12/1 13/1 14/1 15/1 16/1 17/1 12 4 12/1 13/1 14/1 15/1 16/1 17/1

게임빌 (KRW) 24, 3, 2, 1 12/1 13/1 14/1 15/1 16/1 17/ 12/1 13/1 14/1 15/1 16/1 17/1 웹젠 (KRW) 6, 4 3 4, 2 1 12/1 13/1 14/1 15/1 16/1 17/ 12/1 13/1 14/1 15/1 16/1 17/1 위메이드 (KRW), 6, 4, 12/1 13/1 14/1 15/1 16/1 17/1 선데이토즈 (KRW) 1,, 6, 4, 12/1 13/1 14/1 15/1 16/1 17/1 2 15 1 5 12/1 13/1 14/1 15/1 16/1 17/1 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 29,439 341,253 EA USD 25,299 293,268 NINTENDO JPY 3,338,43 345,33 NEXON JPY 77,157 79,597 TENCENT HKD 1,937,116 2,936,23 ZYNGA USD 2,319 26,882 DENA JPY 39,296 4,338 GREE JPY 147,287 15,222 GungHo Online JPY 236,122 24,44 GOOGLE USD 561,537 6,59,333 YAHOO USD 41,915 485,875 FACEBOOK USD 378,427 4,386,721 ALIBABA USD 252,73 2,922,28 TWITTER USD 12,11 14,384 AMAZON USD 394,569 4,573,841 EBAY USD 35,964 416,891 BAIDU USD 6,612 72,617 SOHU USD 1,53 17,731 SINA USD 4,797 55,62 Rakuten JPY 1,629,381 168,4 LINE JPY 3,592 83,53 NAVER KRW 24,82,899 248,29 NHN엔터테인먼트 KRW 984,121 9,841 카카오 KRW 5,213,172 52,132 엔씨소프트 KRW 6,765,13 67,651 네오위즈게임즈 KRW 232,299 2,323 컴투스 KRW 3,592 83,53 게임빌 KRW 1,128,385 11,284 위메이드 KRW 288,289 2,883 웹젠 KRW 397,32 3,973 선데이토즈 KRW 536,725 5,367

2) Chart ACTIVISION BLIZZARD 4, 3, 5, 4, 3, 2, 1, EA 3, 4, 2, 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, 2 ZYNGA 15, 5, GREE 5, 25, 2 ( 백만 JPY) 75, 15, 1, 5, 1, 75, 5, 25, 2 GungHo Online ( 백만 JPY) 2,, 1,5, 1,, 5, GAME LOFT ( 백만 EUR) 3, 75 2, 55 1, 35 15 2 11,5 6,5 1,5 GOOGLE 1,, 5, 7,5, 5,, 2,5, YAHOO 6, 6, 4, 4, 2, 2 FACEBOOK 5, 4, 3, 2, 1, 12.5 13.5 14.5 15.5 16.5 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 4,, 3,, 2,, 1,, 14.9 15.3 15.9 16.3 16.9

16.7 16.8 16.9 16.1 16.11 16.12 17.1 TWITTER 6, 4, 6, 4, 2, AMAZON 5, 5,, 4,, 4, 3,, 3, 2,, 2, 1,, 1, 2 EBAY 1, 75, 5, 25, SOHU 4, 3, 2, 1, Rakuten ( 백만 JPY) 4,, 3,, 2,, 1,, 1,, 75, 5, 25, 4, 3, 4, 3, 2, 1, BAIDU 1, 75, 5, 25, SINA 7,5 5, 2,5 LINE 2 2 ( 백만 JPY) 1,5, 1,, 5, 1,5, 1,, 5, 75, 5, 25, 15, 1, 5, NAVER NHN엔터테인먼트카카오엔씨소프트 4, 3, 1, 75, 75, 5, 5, 2, 25, 25, 네오위즈게임즈컴투스게임빌위메이드 15, 15, 15, 3, 5, 5, 5, 웹젠 선데이토즈 16, 12, 8, 4, 2 7,5 5, 2,5 2 2

5. Market vs. 커버리지주 KOSPI, KOSDAQ 지수 KOSPI, KOSDAQ Performance (pt) 2,2 KOSPI Index KOSDAQ Index (pt) 9 (213.1.1=1) 1 KOSPI Index KOSDAQ Index 2,1 75 2, 6 14 1,9 45 3 12 1, 15 1 1,7 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 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 1 2 15 17 12 14 11 9 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) 24 KOSPI Index KOSDAQ Index 엔씨소프트 (213.1.1=1) 17 KOSPI Index KOSDAQ Index 네오위즈게임즈 22 15 2 1 13 11 14 9 12 1 7 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 17/1 5 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 17/1 (213.1.1=1) (213.1.1=1) 2 KOSPI Index KOSDAQ Index 게임빌 5 KOSPI Index KOSDAQ Index 컴투스 4 12 3 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) 1 15 12 9 6 3 KOSPI Index KOSDAQ Index 위메이드 (213.8.29=1) 1 KOSPI Index KOSDAQ Index NHN엔터테인먼트 15 12 9 6 3 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 17/1 13/8 14/2 14/8 15/2 15/8 16/2 16/8 (213.1.1=1) (213.1.1=1) 6 KOSPI Index KOSDAQ Index 웹젠 7 KOSPI Index KOSDAQ Index 선데이토즈 5 6 4 3 5 4 3 2 2 1 1 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 17/1 213 13/8 14/2 14/8 15/2 15/8 16/2 16/8 인터넷커버리지지수 vs KOSPI, KOSDAQ 지수 (213.1.1=1) 2 KOSPI Index KOSDAQ Index 인터넷커버리지지수 1 14 12 1 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 17/1 인터넷커버리지 1 종목 : NAVER, 카카오, 엔씨소프트, 네오위즈게임즈, 게임빌, 컴투스, 위메이드, NHN 엔터테인먼트, 웹젠, 선데이토즈

6. 모바일게임최고매출순위 _ 217.1.24 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% 217-1-11 39.2 2.1 79..2 25,145 3.2 1,733 1.3 2.8 1.4 2.6 1.2 217-1-12 39.1 (.2) 79.6.7 25,2.2 1,76 (1.6) 198.8 (1.) 2.7 1.5 217-1-13 39. (.5).4.9 23,75 (5.8) 1,76 3.2 199.7.5 2.6 (1.1) 217-1-14 39...4. 23,75. 1,76. 199.7. 2.6. 217-1-15 39...4. 23,75. 1,76. 199.7. 2.6. 217-1-16 39...4. 23,2 (2.3) 1,729 (1.8) 196.7 (1.5) 2.6. 217-1-17 39...2 (.1) 23,585 1.7 1,695 (2.) 197.7.5 2.6 (.4) 217-1-18 39.1.3.5.4 23,465 (.5) 1,685 (.6) 199.7 1. 2.6 (1.) 217-1-19 38.9 (.6).4 (.2) 23, 1.4 1,74 1.1 199.5 (.1) 2.6 1. 217-1-2 39..3.1 (.3) 23,63 (.7) 1,72 (.1) 197.7 (.9) 2.6.4 217-1-21 39...1. 23,63. 1,72. 197.7. 2.6. 217-1-22 39...1. 23,63. 1,72. 197.7 2.6. 217-1-23 38.5 (1.1) 79.9 (.3) 23,51 (.5) 1,642 (3.5) 197.8.1 2.6 (1.5) 217-1-24 39.1 1.5.5.8 23,265 (1.) 1,641 (.1) 197.8. 2.6 (1.9) 217-1-25 39.6 1.2 81.5 1.2 23,595 1.4 1,672 1.9 2.8 1.5 2.6 2. 217-1-26 39.5 (.2) 81.7.3 23,57 (.1) 1,752 4.8 25. 2.1 2.6 (1.2) 217-1-27 39.6.4 83.2 1.8 23,49 (.3) 1,747 (.3) 24.4 (.3) 2.6. 217-1-28 39.6. 83.2. 23,49. 1,747. 24.4. 2.6. 217-1-29 39.6. 83.2. 23,49. 1,747. 24.4. 2.6. 217-1-3 39.6. 83.8.8 23,565.3 1,771 1.4 24.4. 2.6 1.2 Date 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 217-1-11 2,77 (.3) 63 (.5) 25. (.8) 829.9.5 42.6.7 126.1 1.4 217-1-12 2,663 (1.6) 618 (1.9) 248. (.8) 829.5 (.) 42.1 (1.1) 126.6.4 217-1-13 2,672.3 631 2.1 248.. 83.9.2 42.3.4 128.3 1.4 217-1-14 2,672. 631. 248.. 83.9. 42.3. 128.3. 217-1-15 2,672. 631. 248.. 83.9. 42.3. 128.3. 217-1-16 2,629 (1.6) 628 (.5) 246. (.8) 83.9. 42.3. 128.3. 217-1-17 2,63. 616 (1.9) 246.. 827.5 (.4) 42. (.7) 127.9 (.4) 217-1-18 2,7 2.7 617.2 246.. 829..2 42..1 127.9. 217-1-19 2,628 (2.7) 621.6 247..4 824.4 (.6) 42.1.1 127.6 (.3) 217-1-2 2,651.9 63 1.4 252. 2. 828.2.5 42.1 (.1) 127. (.4) 217-1-21 2,651. 63. 252.. 828.2. 42.1. 127.. 217-1-22 2,651. 63. 252.. 828.2. 42.1. 127.. 217-1-23 2,64 (.4) 62 (1.6) 251. (.4) 844.4 2. 42.4.8 128.9 1.5 217-1-24 2,546 (3.6) 612 (1.3) 25. (.4) 849.5.6 43.9 3.5 129.4.3 217-1-25 2,65 2.3 613.2 251..4 858.5 1. 44.9 2.4 131.5 1.6 217-1-26 2,644 1.5 616.5 254. 1.2 857. (.2) 44.6 (.9) 132.8 1. 217-1-27 2,622 (.8) 615 (.2) 25. (1.6) 845. (1.4) 44.4 (.3) 132.2 (.5) 217-1-28 2,622. 615. 25.. 845.. 44.4. 132.2. 217-1-29 2,622. 615. 25.. 845.. 44.4. 132.2. 217-1-3 2,588 (1.3) 69 (1.) 248. (.8) 823.8 (2.5) 43.9 (1.1) 131. (.9) Date BLIZZARD EA NINTENDO NEXON TENCENT DENA GREE GungHo ALIBABA TWITTER AMAZON FACEBOOK 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 217-1-11 96.9.2 17.3 (.4) 799..4 3.4.5 179.3 (.5) 38.6 (.6) 217-1-12 95.9 (1.1) 17.4.5 813.6 1.8 3.4 (.2) 177.6 (1.) 38.2 (.8) 217-1-13 96.3.4 17.3 (.7) 817.1.4 3.3 (.2) 176.5 (.6) 39.4 3.1 217-1-14 96.3. 17.3. 817.1. 3.3. 176.5. 39.4. 217-1-15 96.3. 17.3. 817.1. 3.3. 176.5. 39.4. 217-1-16 96.3. 17.3. 817.1. 3.3. 176.5. 39.4. 217-1-17 96.1 (.2) 17. (1.7) 9.7 (.9) 3.3. 177..3 39. (1.) 217-1-18 96. (.1) 17.1.9 7.5 (.3) 3.4.3 176.5 (.2) 39.7 1.8 217-1-19 96.2.2 16.8 (1.9) 9..2 3.7 1.1 176.1 (.3) 39.2 (1.4) 217-1-2 96.1 (.1) 16.6 (1.3) 8.3 (.1) 3.6 (.3) 173.4 (1.5) 39.1 (.2) 217-1-21 96.1. 16.6. 8.3. 3.6. 173.4. 39.1. 217-1-22 96.1. 16.6. 8.3. 3.6. 173.4. 39.1. 217-1-23 98.4 2.4 16.6.2 817.9 1.2 3.3 (1.2) 176. 1.5 39.9 2.1 217-1-24 11.4 3.1 16.5 (.5) 822.4.6 3. (.9) 176.1. 41.8 4.5 217-1-25 14.1 2.6 16.7 1.3 836.5 1.7 3.2.8 176.6.3 41.3 (1.1) 217-1-26 12.8 (1.3) 16.8.5 839.2.3 31.7 5. 175. (.9) 4.8 (1.1) 217-1-27 12.1 (.7) 16.6 (1.4) 835.8 (.4) 32.5 2.4 174.1 (.5) 4.4 (.9) 217-1-28 12.1. 16.6. 835.8. 32.5. 174.1. 4.4. 217-1-29 12.1. 16.6. 835.8. 32.5. 174.1. 4.4. 217-1-3 11. (1.) 16.9 2.2 83.4 (.6) 32.2 (1.) 174.7.4 39.5 (2.3) GOOGLE EBAY YAHOO BAIDU ZYNGA SOHU

Date 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 217-1-11 67.3 (.) 1,216.5.2 4,49. (.8) 796,.5 49,7 (.4) 83,2 1.5 217-1-12 67.7.6 1,181. (2.9) 4,63..3 2,.8 51, 2.6 81,9 (1.6) 217-1-13 68.5 1.2 1,177.5 (.3) 4,139.5 1.9 79, (1.5) 51,. 83,9 2.4 217-1-14 68.5. 1,177.5. 4,139.5. 79,. 51,. 83,9. 217-1-15 68.5. 1,177.5. 4,139.5. 79,. 51,. 83,9. 217-1-16 68.5. 1,175. (.2) 4,149..2 794,.5 5,6 (.8) 82,6 (1.5) 217-1-17 66.9 (2.4) 1,131.5 (3.7) 4,125.5 (.6) 795,.1 5,3 (.6) 81,9 (.8) 217-1-18 68. 1.7 1,119. (1.1) 4,176. 1.2 788, (.9) 5,5.4 81,1 (1.) 217-1-19 67.8 (.3) 1,139. 1.8 4,112. (1.5) 1, 1.6 5,3 (.4) 82,3 1.5 217-1-2 67.7 (.1) 1,136.5 (.2) 4,2. (2.2) 785, (2.) 49,45 (1.7),4 (2.3) 217-1-21 67.7. 1,136.5. 4,2.. 785,. 49,45.,4. 217-1-22 67.7. 1,136.5. 4,2.. 785,. 49,45.,4. 217-1-23 68.5 1. 1,117. (1.7) 4,21.. 771, (1.8) 5, 1.1 79, (1.7) 217-1-24 7.3 2.7 1,122.5.5 4,4..5 761, (1.3) 49, (.4) 78, (.3) 217-1-25 7.3. 1,131.5.8 4,15. 2.7 763,.3 5,2.8 76,1 (3.4) 217-1-26 69.6 (1.) 1,156. 2.2 3,76. (9.4) 753, (1.3) 5,3.2 77,1 1.3 217-1-27 69.7.2 1,143.5 (1.1) 3,724.5 (.9) 753,. 5,3. 77,1. 217-1-28 69.7. 1,143.5. 3,724.5. 753,. 5,3. 77,1. 217-1-29 69.7. 1,143.5. 3,724.5. 753,. 5,3. 77,1. 217-1-3 68.7 (1.5) 1,137.5 (.5) 3,685.5 (1.) 753,. 5,3. 77,1. Date 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 217-1-11 267,5 1.5 1,7 (1.4) 92,5 1. 47,75 (.2) 21,95.5 14,6 1. 217-1-12 277, 3.6 1,65 (.5) 91, (1.6) 48,7 2. 22,45 2.3 14,9 2.1 217-1-13 279,5.9 1, 1.4 91,6.7 47,7 (2.1) 22,15 (1.3) 15,1 1.3 217-1-14 279,5. 1,. 91,6. 47,7. 22,15. 15,1. 217-1-15 279,5. 1,. 91,6. 47,7. 22,15. 15,1. 217-1-16 287, 2.7 1,7 (.9) 91,2 (.4) 46,6 (2.3) 22,5 (.5) 14,75 (2.3) 217-1-17 281, (2.1) 1,65 (.5) 88,7 (2.7) 46,2 (.9) 21,2 (3.9) 14,55 (1.4) 217-1-18 286,5 2. 1,7.5 89,9 1.4 45,85 (.8) 21,5 1.4 14,45 (.7) 217-1-19 3, 4.7 1,65 (.5) 88,3 (1.8) 46,.3 22,5 2.6 14,3 (1.) 217-1-2 314, 4.7 1,65. 89,2 1. 45,5 (1.1) 22,5. 14,5 (1.7) 217-1-21 314,. 1,65. 89,2. 45,5. 22,5. 14,5. 217-1-22 314,. 1,65. 89,2. 45,5. 22,5. 14,5. 217-1-23 313, (.3) 1,4 (2.3) 91,5 2.6 45,5 (1.) 23,6 7. 14,35 2.1 217-1-24 34,5 (2.7) 1,55 1.4 89,2 (2.5) 44,5 (1.2) 23,1 (2.1) 14,9 3.8 217-1-25 35,5.3 1,65.9 86,3 (3.3) 43,25 (2.8) 23,9 3.5 14,6 (2.) 217-1-26 38,5 1. 1,6 (.5) 87,7 1.6 44,2 2.2 23,65 (1.) 15,2 4.1 217-1-27 38,5. 1,6. 87,7. 44,2. 23,65. 15,2. 217-1-28 38,5. 1,6. 87,7. 44,2. 23,65. 15,2. 217-1-29 38,5. 1,6. 87,7. 44,2. 23,65. 15,2. 217-1-3 38,5. 1,6. 87,7. 44,2. 23,65. 15,2. Date 엔씨소프트 선데이토즈 종가 DoD% 217-1-11 22, (1.8) 217-1-12 22,45 2. 217-1-13 22,15 (1.3) 217-1-14 22,15. 217-1-15 22,15. 217-1-16 22, (.7) 217-1-17 22,45 2. 217-1-18 22,1 (1.6) 217-1-19 21,65 (2.) 217-1-2 2,85 (3.7) 217-1-21 2,85. 217-1-22 2,85. 217-1-23 2,7 (.7) 217-1-24 2,75.2 217-1-25 2,65 (.5) 217-1-26 2,75.5 217-1-27 2,75. 217-1-28 2,75. 217-1-29 2,75. 217-1-3 2,75. SINA RAKUTEN LINE NAVER NHN엔터테인먼트카카오 네오위즈게임즈컴투스게임빌위메이드 웹젠

Ⅱ.IT 서비스업종 FactSheet _ Weekly [217.1.31] 1. 인터넷업종지표 4. IT 서비스업종시가총액 2. IT 서비스업종컨센서스 5. Market VS. 커버리지주인터넷 / 소프트웨어성종화 2)3779-87 3. IT서비스업종주가차트 6. IT서비스업종 dod% 자료출처 : Bloomberg 217.1.3 기준 1. IT서비스업종지표. 1) 밸류지표 ( 단위 : 주가기준통화, 배 ) ( 각국통화, 배 ) 216E 217E 통화전일종가목표가 EPS PER EPS PER IBM USD 175. 165.68 13.47 13.1 13.79 12.7 HP USD 14.84 16.45 1.61 9.2 1.59 9.3 액센추어 USD 114.63 129.96 5.33 21.5 5.87 19.5 후지쯔 JPY 691.5 75. 42.9 15.5 57.92 11.5 제록스 USD 6.95 8.63.89 7.8.88 7.9 캡제미니 EUR 75.2 96.36 5.31 14.2 5.83 12.9 컴퓨터사이언시스 USD 61.3 67.17 2.79 21.9 3.21 19.1 오라클 USD 4.23 44.9 2.56 15.7 2. 14.4 NTT 데이터 JPY 5,75. 5,956.67 23.96 28. 236.69 24.2 타타컨설턴시서비스 INR 2,332.9 2,465.83 133.14 17.2 142.93 16.1 삼성에스디에스 KRW 126,5 166,167 6,417 19.7 6,147 2.6 SK C&C KRW 219, 314, 17,832 12.3 21,643 1.1 NHN한국사이버결제 KRW 12,6 17,56 514 24.3 638 19.6 2) 성장성, 수익성지표 ( 단위 : %) (%) 216E 217E 매출YoY OPM EBITDA M% ROE 매출YoY OPM EBITDA M% ROE IBM -2.5 18.1 23.4 77.2-1. 18.6 24.7 62.7 HP -54.4 8.1 8.6 22.9-1.6 8.1 8.8-77.4 액센추어 6.4 14.6 16.7 53.1 5.5 14.8 16.8 46.9 후지쯔 -6.3 2.8 6.6 1.8-8.7 4.2 8.6 13.9 제록스 -4.6 11.2 14.6 26.1-3.8 11.3 15.1 16.9 캡제미니 5.5 9.9 13.2 12.5 3.4 11.3 13.7 13. 컴퓨터사이언시스 7.8 7.9 16. 16.5.9 9.6 22.1 19.7 오라클 1.6 41.6 44.3 23. 3.4 42.2 45.2 21.2 NTT 데이터 5.7 6.5 16.2 7.5 13.7 6.2 14.8 8.3 타타컨설턴시서비스 9.8 25.8 27.5 33.2 1. 26.3 27.5 3.4 삼성에스디에스 -.5 8.2 12.8 1.2 6.5 7.9 11.7 9.1 SK C&C 13.3 6.4 12. 8.9 9.2 6.3 11.3 11.3 NHN한국사이버결제 42.3 4.6 8.3 1.6 23.3 4.4 6.6 12.2 2. IT 서비스업종컨센서스 매출액영업이익세전이익순이익 EBITDA 삼성에스디에스 215 78,534.6 5,882.5 6,491.2 4,39.2 9,768.2 연결 216 81,1.9 6,582.3 7,359.1 4,937.7 1,36.2 217E 85,51.3 6,76.7 7,111.2 4,755.7 1,24.8 216 1Q 17,45.4 1,245.3 1,884.1 1,278.5 2,166.1 216 2Q 2,52.9 1,683.6 1,896.8 1,222.2 2,62.1 216 3Q 2,11.9 1,77.8 1,595.2 97. 2,611.2 216 4Q 23,818.8 1,636.3 N/A 1,167.9 N/A SK C&C 215 395,697.8 14,32.6 62,388.5 53,459.8-13,89.6 연결 216E 85,966.5 54,545.4 49,141.9 12,97. 12,7.8 217E 929,139.4 58,631.8 54,199. 14,699.9 15,18.5 216 1Q 26,739.6 15,128.8 14,286. 3,87.5 27,764.9 216 2Q 211,293.1 16,849. 13,664.4 2,876.2 29,851.1 216 3Q 2,648.3 9,176.6 9,199.8 2,12.5 21,859.3 216 4QE 226,747.9 12,76.2 12,31.6 3,195.1 26,246.9 NHN한국사이버결제 215 1,954.7 19.3 127.7 95.8 222.3 연결 216E 2,74. 126.9 127.9 98.5 227.6 217E 3,378. 148.2 154. 119.5 224. 216 1Q 597.2 31.3 36.3 28.4 58.4 216 2Q 645.8 21.8 25.9 18.7 47.9 216 3Q 721.5 37.7 38.8 31.9 64.1 216 4QE 776.7 34.5 24.9 21. N/A

3. IT 서비스업종주가차트 IBM 3 2 1 12/1 13/1 14/1 15/1 16/1 17/1 ACCENTURE 15 14 12 1 6 12/1 13/1 14/1 15/1 16/1 17/1 3 HEWLETT-PACKARD 2 15 1 5 12/1 13/1 14/1 15/1 16/1 17/1 FUJITSU (JPY) 1,2 22 17 12 7 2 12/1 13/1 14/1 15/1 16/1 17/1 3 1 2 2 5 1 4 1 12/1 13/1 14/1 15/1 16/1 17/ 12/1 13/1 14/1 15/1 16/1 17/1 XEROX 1 8 6 4 2 12/1 13/1 14/1 15/1 16/1 17/1 COMPUTER SCIENCES 6 4 2 12/1 13/1 14/1 15/1 16/1 17/1 NTT DATA (JPY) 6 4 2 12/1 13/1 14/1 15/1 16/1 17/1 삼성에스디에스 (KRW) 6, 4, 2, 14/11 15/5 15/11 16/5 16/11 한국사이버결제 (KRW) 6, 25 2 15 1 5 12/1 13/1 14/1 15/1 16/1 17/1 6 4 2 12/1 13/1 14/1 15/1 16/1 17/1 3 2 1 12/1 13/1 14/1 15/1 16/1 17/1 '13.11.13=1 25 2 15 1 5 14/11 15/5 15/11 16/5 16/11 '13.11.13=1 12 12/1 13/1 14/1 15/1 16/1 17/1 12/1 13/1 14/1 15/1 16/1 17/1 CAP GEMINI (EUR) 1 5 4 6 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 ORACLE 6 2 15 4 1 2 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 TATA CONSULTANCY SERVICES (INR) 3 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 SK C&C (KRW) 4, 3 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 4, 12/4 13/4 14/4 15/4 16/4 4 12/4 13/4 14/4 15/4 16/4

4. IT 서비스업종시가총액 IBM 3, 2, 1, 3,, 2,, 1,, HEWLETT-PACKARD, 6, 4, 2 1,, 75, 5, 25, ACCENTURE 1, 75, 5, 25, 2 7,5 5, 2,5 2 FUJITSU ( 백만 JPY) 2,, 1,5, 1,, 5, 24,,, 2 XEROX 2, 15, 15, 1, 5, 5, COMPUTER SCIENCES 15, 15, CAP GEMINI ( 백만 EUR) 15, 5, 2 ORACLE 3, 3, 2, 1, 3,, 1, 2, 2,, 5, 5, 2 1, 1,, NTT DATA ( 백만 JPY) 2,, 1,5, 1,, 5, 삼성에스디에스 ( 백만 KRW) 4,,, NHN 한국사이버결제 ( 백만 KRW) 1,, 75, 5, 25, 14.11 15.5 15.11 16.5 16.11 2, 15, 1, 5, TATA CONSULTANCY SERVICES ( 백만 INR) 6,, 4,, 2,, SK C&C ( 백만 KRW) 3,,,, 1,5, 1,, 5, Company 상장통화자국통화 ( 백만 ) ( 단위 : 억원 ) IBM USD 167, 1,937,721 Hewlett-Packard USD 25,39 293,381 Accenture JPY 74,616 7,712 Fujitsu JPY 1,431,418 147,94 Xerox HKD 7,46 81,674 Cap Gemini USD 12,92 162,679 Computer Sciences JPY 8,632 1,62 Oracle JPY 165,38 1,913,117 NTT DATA JPY 1,612,875 166,694 Tata Consultancy Services EUR 4,596,811 795,62 삼성에스디에스 KRW 9,788,292 97,883 SK C&C KRW 15,48,95 154,89 NHN한국사이버결제 KRW 246,3 2,468

5. Market vs. 커버리지주 KOSPI, KOSDAQ 지수 KOSPI, KOSDAQ Performance (pt) 2,2 KOSPI Index KOSDAQ Index (pt) 9 (213.1.1=1) 1 KOSPI Index KOSDAQ Index 2,1 75 2, 6 14 1,9 45 3 12 1, 15 1 1,7 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 커버리지업체 Relative Performance (213.1.1=1) 17 KOSPI Index KOSDAQ Index IBM (213.1.1=1) 31 KOSPI Index KOSDAQ Index Hewlett-Packard 15 26 13 21 11 9 11 7 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) 22 KOSPI Index KOSDAQ Index Accenture (213.1.1=1) 3 KOSPI Index KOSDAQ Index Fujitsu 2 25 1 2 14 15 12 1 1 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 17/1 5 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 17/1 (213.1.1=1) 25 KOSPI Index KOSDAQ Index Xerox (213.1.1=1) 35 KOSPI Index KOSDAQ Index Cap Gemini 2 3 25 15 2 1 15 1 5 5 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) 44 KOSPI Index KOSDAQ Index Computer Sciences 4 36 32 2 24 2 12 4 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 17/1 (213.1.1=1) 1 KOSPI Index KOSDAQ Index Oracle 14 12 1 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 17/1 (213.1.1=1) 2 KOSPI Index KOSDAQ Index NTT DATA (213.1.1=1) 2 KOSPI Index KOSDAQ Index Tata Consultancy Services 24 24 2 2 12 12 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) 25 KOSPI Index KOSDAQ Index 삼성에스디에스 (213.1.1=1) 33 KOSPI Index KOSDAQ Index SK 씨앤씨 2 2 15 23 1 1 5 13 14/11 15/2 15/5 15/8 15/11 16/2 16/5 16/8 16/11 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 17/1 (213.1.1=1) 5 KOSPI Index KOSDAQ Index 한국사이버결제 4 3 2 1 13/1 13/7 14/1 14/7 15/1 15/7

IT 서비스커버리지지수 vs KOSPI, KOSDAQ 지수 (215.1.1=1) 24 KOSPI Index KOSDAQ Index IT서비스 22 2 1 14 12 1 15/1 15/2 15/3 15/4 15/5 15/6 15/7 15/8 15/9 15/1 15/11 15/12 16/1 16/2 16/3 16/4 16/5 16/6 16/7 16/8 16/9 16/1 16/11 16/12 17/1 인터넷커버리지 3 종목 : 삼성에스디에스, SK C&C, 한국사이버결제

6. IT 서비스업종최근 2 일종가 ( 단위 : 각국통화 ) Date 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 217-1-11 167.75 1.3 14.94 1.7 116.12.9 683.5 1.8 7. (.4).12 (1.5) 217-1-12 167.95.1 14.79 (1.) 115.78 (.3) 666.7 (2.5) 6.94 (.9).12. 217-1-13 167.34 (.4) 14.77 (.1) 116.95 1. 679.3 1.9 7.5 1.6.58.6 217-1-14 167.34. 14.77. 116.95. 679.3. 7.5..58. 217-1-15 167.34. 14.77. 116.95. 679.3. 7.5..58. 217-1-16 167.34. 14.77. 116.95. 67.6 (1.3) 7.5. 79.38 (1.5) 217-1-17 167.89.3 14.58 (1.3) 116.3 (.8) 664. (1.) 6.93 (1.7) (.9) 217-1-18 166. (.6) 14.58. 115.95 (.1) 669.3.8 7.2 1.3 77.53 (1.4) 217-1-19 166.81. 14.86 1.9 115.5 (.4) 678.2 1.3 6.94 77.94.5 217-1-2 17.55 2.2 14.73 (.9) 115.7 (.4) 684.9 1. 6.94. 76.87 (1.4) 217-1-21 17.55. 14.73. 115.7. 684.9. 6.94. 76.87. 217-1-22 17.55. 14.73. 115.7. 684.9. 6.94. 76.87. 217-1-23 171.3.3 14.67 (.4) 114.82 (.2) 679.6 (.8) 6.89 (.7) 76.9 (1.) 217-1-24 175.9 2.8 15.17 3.4 116.48 1.4 681..2 6.94.7 75.9 (.2) 217-1-25 178.29 1.4 15.19.1 117.57.9 689.6 1.3 7..9 76.54.8 217-1-26 178.66.2 14.79 (2.6) 115.93 (1.4) 697. 1.2 6.96 (.6) 75.61 (1.2) 217-1-27 177.3 (.8) 14..1 115.35 (.5) 694. (.5) 6.98.3 75.58 (.) 217-1-28 177.3. 14.. 115.35. 694.. 6.98. 75.58. 217-1-29 177.3. 14.. 115.35. 694.. 6.98. 75.58. 217-1-3 175. (.8) 14.84.3 114.63 (.6) 691.5 (.4) 6.95 (.4) 75.2 (.5) Date 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 217-1-11 6.75.3 39.11 1.2 5,7.. 2,317.79.4 14,5. 231,.7 217-1-12 6.64 (.2) 39.2.2 5,71..2 2,337.68.9 138, (1.8) 23,5 (.2) 217-1-13 62.29 2.7 39.26.2 5,79. 1.4 2,242.9 (4.1) 137,5 (.4) 227, (1.5) 217-1-14 62.29. 39.26. 5,79.. 2,242.9. 137,5. 227,. 217-1-15 62.29. 39.26. 5,79.. 2,242.9. 137,5. 227,. 217-1-16 62.29. 39.26. 5,73. (1.) 2,252.13.4 137, (.4) 224,5 (1.1) 217-1-17 61.75 (.9) 39.1 (.4) 5,64. (1.6) 2,272.27.9 136, (.7) 218, (2.9) 217-1-18 62.2.7 39.19.2 5,6. (.7) 2,288.57.7 134, (1.5) 216,5 (.7) 217-1-19 62.27.1 39.21.1 5,62..4 2,284.48 (.2) 135,.7 218,.7 217-1-2 62.49.4 39.87 1.7 5,61. (.2) 2,278.85 (.2) 133,5 (1.1) 213,5 (2.1) 217-1-21 62.49. 39.87. 5,61.. 2,278.85. 133,5. 213,5. 217-1-22 62.49. 39.87. 5,61.. 2,278.85. 133,5. 213,5. 217-1-23 58.73 (6.) 39.68 (.5) 5,56. (.9) 2,36.7 1.2 132, (1.1) 212, (.7) 217-1-24 6.31 2.7 4.1 1.1 5,55. (.2) 2,318.35.5 128, (3.) 216, 1.9 217-1-25 61.1 1.3 4.15.1 5,61. 1.1 2,353. 1.5 126,5 (1.2) 213, (1.4) 217-1-26 61.11. 4.13 (.) 5,71. 1.8 2,353.. 126,5. 219, 2.8 217-1-27 61.97 1.4 4.23.2 5,74..5 2,357..2 126,5. 219,. 217-1-28 61.97. 4.23. 5,74.. 2,357.. 126,5. 219,. 217-1-29 61.97. 4.23. 5,74.. 2,357.. 126,5. 219,. 217-1-3 61.3 (1.1) 4.23. 5,75..2 2,332.9 (1.1) 126,5. 219,. Date 한국사이버결제 종가 DoD% 217-1-11 12,35. (1.98) 217-1-12 12,75. 3.24 217-1-13 12,65. (.78) 217-1-14 12,65.. 217-1-15 12,65.. 217-1-16 12,7..4 217-1-17 12,45. (1.97) 217-1-18 12,35. (.) 217-1-19 12,5. 1.21 217-1-2 12,3. (1.6) 217-1-21 12,3.. 217-1-22 12,3.. 217-1-23 12,2. (.81) 217-1-24 12,4. 1.64 217-1-25 12,65. 2.2 217-1-26 12,6. (.4) 217-1-27 12,6.. 217-1-28 12,6.. 217-1-29 12,6.. 217-1-3 12,6.. IBM HEWLETT-PACKARD ACCENTURE FUJITSU XEROX COMPUTER SCIENCES ORACLE NTT DATA Tata Consultancy Services 삼성에스디에스 CAP GEMINI SK C&C

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 83.7% 215년 2월 2일부터당사투자등급이기존 ( 기업 ) 투자등급 3단계 Hold ( 보유 ) -2% ~ +2% 기대 16.3% 4단계 (Strong Buy / Buy / Marketperform / Sell) 에서 Sell ( 매도 ) -2% 이하기대 3단계 (Buy / Hold / Sell) 로변경 합계 1.% 투자의견비율은 216. 1. 1 ~ 216. 12. 31 당사리서치센터의의견공표종목들의맨마지막공표의견을기준으로한투자등급별비중임 ( 최근 1년간누적기준. 분기별갱신 )