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

Ⅰ. 인터넷업종 FactSheet _ Weekly [216.5.31] 1. 인터넷업종지표 4. 인터넷업종시가총액 7. 인터넷업종 dod% 2. 인터넷업종컨센서스 5. Market VS. 커버리지주인터넷 / 소프트웨어성종화 2)3779-887 3. 인터넷업종주가차트 6. 모바일게임순위자료출처 : Bloomberg 216.5.3 기준 1. 인터넷업종지표 1) 밸류지표 ( 단위 : 주가기준통화, 배 ) Company 216E 217E 통화전일종가목표가 EPS PER EPS PER ACTIVISION BLIZZARD USD 39.34 42.7 1.84 21.4 2.14 18.4 EA USD 75.7 84.72 3.58 21.2 4.6 18.6 NINTENDO JPY 16,. 2,861.54 279.26 57.6 467.12 34.4 NEXON JPY 1,817. 2,51.67 15.27 17.3 142.87 12.7 TENCENT CNY 169.9 191.64 4.47 32.2 6.77 25.2 ZYNGA USD 2.6 3. 2.1 123.8.6 44.8 DENA JPY 2,256. 2,535. 141.12 15.9 172.55 13. GREE JPY 635. 664.44 33.96 18.7 34.35 18.5 GungHo Online JPY 313. 336. 34.8 9.1 29.94 1.6 GAME LOFT EUR 8. 7.89.15 53.3.22 36.2 GOOGLE USD 732.66 894.67 33.39 21.9 39.25 18.7 YAHOO USD 37.82 41.57.51 74.9.58 65.2 FACEBOOK USD 119.38 146.31 3.59 33.3 4.62 25.8 ALIBABA USD 8.97 96.8 3.14 25.9 4.4 2.1 TWITTER USD 15.1 18.1.51 29.4.67 22.5 AMAZON USD 712.24 81.11 1.37 68.7 15.59 45.7 EBAY USD 24.36 27.42 1.86 13.1 2.4 11.9 BAIDU CNY 185.1 28.26 6.29 29.5 8.55 21.7 SOHU USD 41.15 54.33-3.48 N/A -.58 N/A SINA USD 51.12 59.25.9 57. 1.51 33.9 Rakuten JPY 1,163. 1,532.5 51.4 22.7 63.76 18.1 NAVER KRW 7 814,333 23,453 3.2 3,597 23.1 카카오 KRW 12,8 122,12 2,111 48.7 3,387 3.4 엔씨소프트 KRW 239, 35,773 12,435 19.1 15,788 15. 네오위즈게임즈 KRW 15,7 22, 929 17.1 1,23 15.5 NHN엔터테인먼트 KRW 59,9 68,615 2,71 28.9 2,14 28.5 컴투스 KRW 131,2 176,563 13,985 9.3 14,891 8.8 게임빌 KRW 93,6 14,429 6,462 14.4 7,272 12.8 위메이드 KRW 25,9 35,143 2,397 15.2 1,85 24. 웹젠 KRW 21,65 32, 2,13 1.3 3,75 7.1 선데이토즈 KRW 33,6 66, 2,596 12.8 3,644 9.1 2) 성장성, 수익성지표 ( 단위 : %) Company 216E 217E 매출YoY OPM EBITDA M% ROE 매출YoY OPM EBITDA M% ROE ACTIVISION BLIZZARD 35. 32.2 34.9 16.1 9.9 34.4 36.7 16.3 EA 8.8 29.3 32.8 28.3 5.9 31.7 34.7 26.3 NINTENDO 5.8 9.1 9.9 3.1 32.9 11.2 11.8 4.1 NEXON 4. 29.2 32.2 11.9 5.6 36. 38.3 14.2 TENCENT 39.6 38. 43.1 29.6 26.9 37.7 42.3 29.7 ZYNGA 3.7 1.6 6.4 1.5 1.3 5. 1.8 3.9 DENA 11.7 19.7 26.8 1.3 9.3 21.6 28.7 1.7 GREE -5.2 19.5 21.9 7.6-1.2 2.6 22.7 7.4 GungHo Online -2. 44.1 42.2 29.2-15. 4.9 43.6 21.5 GAME LOFT 6.1 7.5 14.7 1.9 8.7 1.2 16.4 12.8 GOOGLE 17.5 41.4 49.6 16. 15.5 42.3 49.9 16.2 YAHOO -12.3 5.7 21.4 1.5 1. 7.8 23.5 1.6 FACEBOOK 49.1 55.3 62. 17.8 33.4 54.8 6.4 18.8 ALIBABA 39.8 28. 45.9 18.3 28.1 31. 45. 19.1 TWITTER 23.2 15.7 26.8 -.1 2. 1.2 28.1.9 AMAZON 25.1 3.9 11.1 21.3 21.1 5.1 12.2 26.2 EBAY 2.7 3.9 39.1 29.7 4.2 31.7 4. 3.1 BAIDU 2. 17.8 23.4 15.1 22.5 2. 25.5 18.2 SOHU -6. -.6 6.3-8.4 12.6 3.9 12.8 -.6 SINA 9.7 6. 12.8 2.2 15.9 11.6 16.7 3.2 Rakuten 14.5 15.6 2.2 11.1 13.1 16.7 21. 12.2 NAVER 21. 27.8 31.3 29.7 14.5 31. 34.5 29.3 카카오 46.5 15. 2.4 4.8 26. 18.9 23.6 6.8 엔씨소프트 19.3 33.4 36.7 14.7 18.2 36.4 39.1 17. 네오위즈게임즈 1.1 17.1 22.1 8.6.8 15.5 21.3 7.4 NHN엔터테인먼트 46.4 2.2 7.1 3.4 9.6 4.8 9.1 2.7 컴투스 27.2 42.2 42.1 31. 7.6 41.6 41.3 25.2 게임빌 25.4 9.6 11.7 18. 16.8 1.5 12.4 17.1 위메이드.4 1.9 18.3.9 6.4 15.4 21.6 4.7 웹젠 18.6 32.5 34.8 3.4 2.9 37.7 39.4 32.2 선데이토즈 6.7 32.9 31.7 21.5 35.3 34.9 34.1 24.1

2. 인터넷업종컨센서스 Company 매출액영업이익세전이익순이익 EBITDA NAVER 215 32,511.6 7,622. 7,83. 5,187.5 9,181.9 연결 216E 39,321.2 1,911.8 1,94. 7,529.9 12,322.5 217E 45,13.8 13,943.8 14,194. 9,783.8 15,548.2 216 1Q 9,372.8 2,568.3 2,89.6 1,82.4 2,949.1 216 2QE 9,694.8 2,67.4 2,538.1 1,716.7 2,921.9 216 3QE 9,969.8 2,77.1 2,698.1 1,795.1 2,889.6 216 4QE 1,619.1 2,974.2 2,869.9 1,953.5 3,91.6 카카오 215 9,321.5 885.9 1,19.2 756.7 1,746.5 연결 216E 13,922.7 2,82.1 2,275. 1,392.3 2,837.8 217E 17,541.6 3,315.4 3,985. 2,274. 4,143. 216 1Q 2,424.8 21.9 356. 19.5 425.8 216 2QE 3,66.5 457. 459. 232.5 555.9 216 3QE 3,84.5 553. 753. 295.2 61.4 216 4QE 4,192.8 72.5 1,66. 391.8 767.5 엔씨소프트 215 8,383. 2,374.7 2,395.1 1,653.9 2,724.4 연결 216E 1,11.8 3,346.8 3,554.2 2,711. 3,676.3 217E 11,837.1 4,37.7 4,555.8 3,444.4 4,633.3 216 1Q 2,48.5 757.9 739.2 662.4 843.6 216 2QE 2,384.6 788.8 818.9 638. 822.6 216 3QE 2,473.8 833.6 84.6 667.9 769.6 216 4QE 2,954.6 1,68.7 1,38.9 833.7 1,3.7 네오위즈게임즈 215 1,9.7 158. 179.3-22. 296.3 연결 216E 2,126.3 364. 376.3 23.6 469.3 217E 2,144.4 333. 368.7 222.9 456.9 216 1Q 57.7 123.3 5. 79.3 128.3 216 2QE 552.4 125.6 78. 69.2 84.9 216 3QE 517. 93.7 65. 42.6 78.2 216 4QE 515.8 79.6 42. 29.2 15.5 NHN엔터테인먼트 215 6,446. -543.4 1,141.8 1,64.3-261.9 연결 216E 8,654.5 189. 662.8 445.9 615.3 217E 9,489.6 45.8 672.1 396.2 859.1 216 1Q 2,36.2 92. -66.1 245.1 184.8 216 2QE 2,178.8 36.5 172.5 81.3 173.7 216 3QE 2,248.6 69.4 249.4 172.2 161.1 216 4QE 2,441.1 89.4 222.2 18.2 182.9

Company 매출액영업이익세전이익순이익 EBITDA 컴투스 215 4,335.3 1,659.3 1,77.4 1,258.2 1,691.2 연결 216E 5,526.1 2,331.4 2,368.7 1,783. 2,324.5 217E 5,946.5 2,474.3 2,498.1 1,895.1 2,453.7 216 1Q 1,351.4 597.8 536. 464.4 65.7 216 2QE 1,36.1 567.7 56.6 44.4 515.6 216 3QE 1,43.2 595. 538.5 455.6 448.2 216 4QE 1,454.7 596.3 638.4 455.9 424.5 게임빌 215 1,523. 32.4 3.8 2.4 36.5 연결 216E 1,874.5 18.9 553.3 423.1 219. 217E 2,189.8 23.5 628.7 475.7 27.8 216 1Q 48.2 46.9 111.9 116.5 57.2 216 2QE 446.3 45. 132.4 11.6 58.2 216 3QE 491.9 49. 138.2 16.5 67.4 216 4QE 537.3 57.2 146.9 19.6 73. 위메이드 215 1,265.9-116.6-22.2-1,239.2 22.8 연결 216E 1,316.6 143.5-9.1 17.4 24.9 217E 1,41.1 216.4 2.3 181.8 33. 216 1Q 32. 4.8 13.3-297.5 27.8 216 2QE 313.8 32.4 17.5 22.3 41.7 216 3QE 329.4 36.4 39.8 36.3 39.3 216 4QE 339. 41.6 43.7 31.7 47.8 웹젠 215 2,419.9 744.9 658.5 64.9 64.9 연결 216E 2,978.3 968.3 942.3 721.3 721.3 217E 3,6.7 1,356.3 1,378.3 1,57.7 1,57.7 216 1Q 6.5 17.3 N/A 123.4 123.4 216 2QE 75.7 225.3 211. 176.3 176.3 216 3QE 795.7 259.7 255. 194. 194. 216 4QE 831.3 289.3 273. 25.3 25.3 선데이토즈 215 796.6 255.1 36.7 26. 26. 연결 216E 932.5 36.4 329.8 249. 249. 217E 1,261.9 44.8 472.5 349.5 349.5 216 1Q 167.8 43.6 52. 39. 39. 216 2QE 174.6 48.9 N/A 41. 41. 216 3QE 237.5 78.8 N/A 69. 69. 216 4QE 289.1 95.5 N/A 78. 78.

3. 인터넷업종주가차트 ACTIVISION BLIZZARD 48 38 28 18 8 NINTENDO (JPY) 3, TENCENT (HKD) 2 15 1 5 DENA (JPY) 4, 3, 2, 1, GungHo Online (JPY) 2 15 1 5 '12.1.1=1 36 26 16 6 '12.1.1=1 24 16 8 '12.1.1=1 6 4 2 '12.1.1=1 15 1 5 '12.1.1=1 12 8 4 GOOGLE '12.1.1=1 1 32 8 24 6 16 4 8 2 FACEBOOK '12.5.17=1 15 4 3 1 2 5 1 12/5 13/5 14/5 15/5 16/5 12/5 13/5 14/5 15/5 16/5 EA 85 65 45 25 5 NEXON (JPY) 3, 2, 1, ZYNGA 2 15 1 5 GREE (JPY) 3, 2, 1, GAME LOFT (EUR) 12 9 6 3 YAHOO 7 5 3 1 ALIBABA 16 11 6 1 14/9 14/12 15/3 15/6 15/9 15/12 16/3 '12.1.1=1 42 32 22 12 2 '12.1.1=1 22 17 12 7 2 '12.1.1=1 16 12 8 4 '12.1.1=1 12 9 6 3 '12.1.1=1 2 15 1 5 '12.1.1=1 38 28 18 8 '14.9.18=1 2 15 1 5 14/9 14/12 15/3 15/6 15/9 15/12 16/3

TWITTER 9 7 5 3 1 13/11 14/5 14/11 15/5 15/11 16/5 EBAY 4 3 2 1 SOHU 1 8 6 4 2 Rakuten (JPY) 3 2 1 NHN엔터테인먼트 (KRW) 15, 1, 5, 13/8 14/3 14/1 15/5 15/12 엔씨소프트 (KRW) 4, 3, 2, 1, 컴투스 (KRW) 2, 15, 1, 5, '13.11.6=1 3 2 1 13/11 14/5 14/11 15/5 15/11 16/5 '12.1.1=1 28 23 18 13 8 '12.1.1=1 2 15 1 5 '12.1.1=1 4 3 2 1 '13.8.29=1 12 1 8 6 4 13/8 14/3 14/1 15/5 15/12 '12.1.1=1 15 1 5 '12.1.1=1 12 8 4 AMAZON '12.1.1=1 81 48 61 38 41 28 21 18 1 8 BAIDU '12.1.1=1 3 24 22 19 14 14 9 6 4 SINA '12.1.1=1 2 12 16 8 12 4 8 4 NAVER (KRW) '12.1.1=1 1,2, 34 8, 24 4, 14 4 카카오 (KRW) '12.1.1=1 19, 19 14, 14 9, 9 4, 4 12/1 12/11 13/9 14/7 15/5 16/3 12/1 12/11 13/9 14/7 15/5 16/3 네오위즈게임즈 (KRW) '12.1.1=1 6, 15 4, 1 5 게임빌 (KRW) '12.1.1=1 24, 3 16, 2 8, 1

위메이드 (KRW) 8, 6, 4, '12.1.1=1 2 15 1 5 웹젠 (KRW) 6, 4, '12.1.1=1 4 3 2 1 선데이토즈 (KRW) 9, 8, 7, 6, 5, 4, 3, '12.1.1=1 8 6 4 2

4. 인터넷업종시가총액 1) Table Company 상장통화 자국통화 ( 백만 ) ( 단위 : 억원 ) ACTIVISION BLIZZARD USD 29,42 346,127 EA USD 22,832 272,115 NINTENDO JPY 2,266,74 243,154 NEXON JPY 79,935 84,845 TENCENT HKD 1,598,311 2,452,124 ZYNGA USD 2,272 27,73 DENA JPY 34,227 36,497 GREE JPY 153,69 16,42 GungHo Online JPY 331,12 35,52 GAME LOFT EUR 696.542 9,219 GOOGLE USD 57,768 6,51,685 YAHOO USD 35,926 428,173 FACEBOOK USD 341,89 4,73,754 ALIBABA USD 22,43 2,47,983 TWITTER USD 1,599 126,317 AMAZON USD 336,55 4,5,168 EBAY USD 27,987 333,558 BAIDU USD 64,6 763,477 SOHU USD 1,591 18,967 SINA USD 3,571 42,563 Rakuten JPY 1,664,528 178,557 NAVER KRW 23,43,53 234,35 NHN엔터테인먼트 KRW 1,171,945 11,719 카카오 KRW 6,934,635 69,346 엔씨소프트 KRW 5,241,36 52,41 네오위즈게임즈 KRW 344,66 3,441 컴투스 KRW 1,688,74 16,881 게임빌 KRW 61,494 6,15 위메이드 KRW 435,12 4,351 웹젠 KRW 764,481 7,645 선데이토즈 KRW 321,547 3,215

2) Chart ACTIVISION BLIZZARD 4, 3, 4, 3, 2, 1, EA 3, 3, 2, 1, NINTENDO ( 백만 JPY) 4,, 3,, 2,, 1,, 4, 3, 2, 1, NEXON ( 백만 JPY) 1,, 75, 5, 25, 15, 1, 5, TENCENT ( 백만 HKD) 2,, 1,5, 1,, 5, 3,, 2,, 1,, ZYNGA 15, 5, 15, 1, 5, DENA ( 백만 JPY) 6, 75, GREE ( 백만 JPY) 75, 1, 4, 2, 5, 25, 5, 25, 75, 5, 25, GungHo Online ( 백만 JPY) 2,, 3, GAME LOFT ( 백만 EUR) 75 11,5 1,5, 1,, 5, 2, 1, 55 35 6,5 15 1,5 GOOGLE 6, 7,5, YAHOO 6, 6, 4, 5,, 4, 4, 2, 2,5, 2, FACEBOOK 4, 5,, 3, 4,, 2, 3,, 2,, 1, 1,, 12.5 13.5 14.5 15.5 16.5 12.5 13.5 14.5 15.5 16. ALIBABA 4, 3, 2, 1, 14.9 15.3 15.9 16.3 4,, 3,, 2,, 1,, 14.9 15.3 15.9 16.3

TWITTER AMAZON 6, 6, 4, 4, 13.11 14.5 14.11 15.5 15.11 16.5 4, 2, 13.11 14.5 14.11 15.5 15.11 16.5 3, 2, 1, 5,, 4,, 3,, 2,, 1,, EBAY BAIDU 1, 1,, 1, 1,5, 75, 75, 75, 1,, 5, 5, 5, 25, 25, 25, 5, SOHU SINA 4, 4, 7,5 75, 3, 3, 5, 5, 2, 1, 2,5 25, Rakuten NAVER NHN엔터테인먼트 ( 백만 JPY) 3, 3, 4,, 4, 3,, 3, 2, 2,, 2, 1,, 1, 1, 13.8 14.2 14.8 15.2 15.8 16.2 카카오 엔씨소프트 네오위즈게임즈 컴투스 1, 75, 15, 3, 75, 5, 5, 25, 25, 5, 게임빌 위메이드 웹젠 선데이토즈 15, 15, 16, 12, 7,5 8, 5, 5, 5, 4, 2,5

5. Market vs. 커버리지주 KOSPI, KOSDAQ 지수 KOSPI, KOSDAQ Performance (pt) 2,2 KOSPI Index KOSDAQ Index (pt) 9 (213.1.1=1) 18 KOSPI Index KOSDAQ Index 2,1 75 16 2, 6 14 1,9 45 3 12 1,8 15 1 1,7 13/1 13/7 14/1 14/7 15/1 15/7 16/1 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 커버리지업체 Relative Performance (213.1.1=1) (213.1.1=1) 26 KOSPI Index KOSDAQ Index NAVER 21 KOSPI Index KOSDAQ Index 카카오 23 18 2 15 17 14 12 11 9 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 6 13/1 13/7 14/1 14/7 15/1 15/7 16/1 (213.1.1=1) 2 KOSPI Index KOSDAQ Index 엔씨소프트 (213.1.1=1) 17 KOSPI Index KOSDAQ Index 네오위즈게임즈 18 15 16 13 14 11 12 9 1 7 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 5 13/1 13/7 14/1 14/7 15/1 15/7 16/1 (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 13/1 13/7 14/1 14/7 15/1 15/7 16/1

(213.1.1=1) 18 15 12 9 6 3 KOSPI Index KOSDAQ Index 위메이드 (213.8.29=1) 18 KOSPI Index KOSDAQ Index NHN엔터테인먼트 15 12 9 6 3 13/1 13/7 14/1 14/7 15/1 15/7 16/1 13/8 14/2 14/8 15/2 15/8 16/2 (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 16/1 213 13/8 14/2 14/8 15/2 15/8 16/2 인터넷커버리지지수 vs KOSPI, KOSDAQ 지수 (213.1.1=1) 2 KOSPI Index KOSDAQ Index 인터넷커버리지지수 18 16 14 12 1 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 인터넷커버리지 1 종목 : NAVER, 카카오, 엔씨소프트, 네오위즈게임즈, 게임빌, 컴투스, 위메이드, NHN 엔터테인먼트, 웹젠, 선데이토즈

6. 모바일게임최고매출순위 _ 216.5.31 구글플레이스토어 _ 국내 애플앱스토어 _ 국내

구글플레이스토어 _ 미국

구글플레이스토어 _ 일본

구글플레이스토어 _ 중국

애플앱스토어 _ 미국

애플앱스토어 _ 일본

애플앱스토어 _ 중국

7. 인터넷업종최근 2 일종가 Date 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-5-11 37.1 1.9 73.4 13.7 15,2.2 1,537 (.5) 156..1 2.5.4 216-5-12 37.9 2.2 75. 2.2 15,565 2.4 1,531 (.4) 153.7 (1.5) 2.6.4 216-5-13 38.3 1. 75.2.3 15,35 (1.4) 1,85 2.8 154.6.6 2.6. 216-5-14 38.3. 75.2. 15,35. 1,85. 154.6. 2.6. 216-5-15 38.3. 75.2. 15,35. 1,85. 154.6. 2.6. 216-5-16 39.4 2.9 76.6 1.9 15,65 1.7 1,797 (2.9) 159.4 3.1 2.6.8 216-5-17 38.1 (3.2) 75.1 (1.9) 16,5 2.6 1,83.3 162.4 1.9 2.6 1.9 216-5-18 38.5.9 74.5 (.9) 16,13.8 1,85.1 16.6 (1.1) 2.5 (3.8) 216-5-19 37.8 (1.7) 73.5 (1.3) 16,34 1.3 1,837 1.8 156.7 (2.4) 2.5.8 216-5-2 37.5 (.7) 73.1 (.5) 16,365.2 1,863 1.4 158.5 1.1 2.6.8 216-5-21 37.5. 73.1. 16,365. 1,863. 158.5. 2.6. 216-5-22 37.5. 73.1. 16,365. 1,863. 158.5 2.6. 216-5-23 37.7.5 73.2.2 16,17 (1.2) 1,835 (1.5) 159.1.4 2.6.4 216-5-24 39. 3.4 75.4 2.9 15,785 (2.4) 1,796 (2.1) 16.5.9 2.6 (.4) 216-5-25 39. (.2) 74.9 (.5) 15,95 1. 1,78 (.9) 164.5 2.5 2.6 2. 216-5-26 39.1.4 75.1.2 15,87 (.5) 1,787.4 163.8 (.4) 2.6. 216-5-27 39.3.6 75.7.8 15,86 (.1) 1,81.8 171.2 4.5 2.6 (.4) 216-5-28 39.3. 75.7. 15,86. 1,81. 171.2. 2.6. 216-5-29 39.3. 75.7. 15,86. 1,81. 171.2. 2.6. 216-5-3 39.3. 75.7. 16,.9 1,817.9 169.9 (.8) 2.6. Date 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-5-11 1,817 (1.) 644 (1.4) 281. 1.1 73.6 (1.2) 37.4 (.2) 119.5 (.8) 216-5-12 2,43 12.4 638 (.9) 278. (1.1) 728.1 (.3) 37. (.9) 12.3.6 216-5-13 2,35 (.4) 615 (3.6) 273. (1.8) 724.8 (.4) 36.5 (1.5) 119.8 (.4) 216-5-14 2,35. 615. 273.. 724.8. 36.5. 119.8. 216-5-15 2,35. 615. 273.. 724.8. 36.5. 119.8. 216-5-16 2,53.9 66 (1.5) 271. (.7) 73.3.8 37.5 2.7 118.7 (1.) 216-5-17 2,127 3.6 618 2. 272..4 72.2 (1.4) 37.3 (.6) 117.4 (1.1) 216-5-18 2,154 1.3 62.3 269. (1.1) 721.8.2 37.2 (.1) 117.7.3 216-5-19 2,182 1.3 627 1.1 27..4 715.3 (.9) 37. (.6) 116.8 (.7) 216-5-2 2,173 (.4) 64 2.1 268. (.7) 721.7.9 36.5 (1.4) 117.4.5 216-5-21 2,173. 64. 268.. 721.7. 36.5. 117.4. 216-5-22 2,173. 64. 268.. 721.7. 36.5. 117.4. 216-5-23 2,198 1.2 633 (1.1) 262. (2.2) 717.3 (.6) 36.7.4 116. (1.2) 216-5-24 2,154 (2.) 618 (2.4) 258. (1.5) 733. 2.2 37.5 2.4 117.7 1.5 216-5-25 2,166.6 631 2.1 261. 1.2 738.1.7 35.6 (5.2) 117.9.2 216-5-26 2,141 (1.2) 623 (1.3) 26. (.4) 736.9 (.2) 36.8 3.3 119.5 1.3 216-5-27 2,192 2.4 624.2 338. 3. 747.6 1.4 37.8 2.9 119.4 (.1) 216-5-28 2,192. 624. 338.. 747.6. 37.8. 119.4. 216-5-29 2,192. 624. 338.. 747.6. 37.8. 119.4. 216-5-3 2,256 2.9 635 1.8 313. (7.4) 747.6. 37.8. 119.4. 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% 216-5-11 79.8.1 14.6 (.3) 713.2 1.4 23.7 (1.7) 163.1 (1.9) 41. (2.1) 216-5-12 79.2 (.8) 14.1 (3.5) 717.9.7 23.6 (.7) 161.3 (1.1) 4. (2.5) 216-5-13 77.2 (2.5) 14.1.1 79.9 (1.1) 23.8.8 159.8 (.9) 39.5 (1.2) 216-5-14 77.2. 14.1. 79.9. 23.8. 159.8. 39.5. 216-5-15 77.2. 14.1. 79.9. 23.8. 159.8. 39.5. 216-5-16 79.3 2.8 14.3 1.3 71.7.1 23.8.1 168. 5.1 4.8 3.3 216-5-17 79.4.1 14.3.3 695.3 (2.2) 23.3 (2.2) 171. 1.8 4.3 (1.2) 216-5-18 79. (.4) 14.1 (1.4) 697.5.3 23.7 1.8 169.5 (.9) 4.2 (.3) 216-5-19 78.3 (.9) 14.2.1 698.5.2 23.4 (1.1) 168.5 (.6) 38.7 (3.6) 216-5-2 78.8.6 14.4 2. 72.8.6 23.7 1. 17.1.9 39.5 1.9 216-5-21 78.8. 14.4. 72.8. 23.7. 17.1. 39.5. 216-5-22 78.8. 14.4. 72.8. 23.7. 17.1. 39.5. 216-5-23 79..3 14.4 (.1) 696.8 (.9) 23.5 (.8) 169.8 (.2) 39.4 (.2) 216-5-24 81.1 2.7 14. (2.6) 74.2 1.1 24.1 2.5 175.9 3.6 39.9 1.3 216-5-25 75.6 (6.8) 14.4 2.7 78.4.6 24. (.1) 176.7.5 4.2.8 216-5-26 78.4 3.7 14.3 (.8) 714.9.9 24.1.4 177.7.5 4. (.5) 216-5-27 81. 3.3 15.1 5.6 712.2 (.4) 24.4 1. 185. 4.1 41.2 2.8 216-5-28 81.. 15.1. 712.2. 24.4. 185.. 41.2. 216-5-29 81.. 15.1. 712.2. 24.4. 185.. 41.2. 216-5-3 81.. 15.1. 712.2. 24.4. 185.. 41.2. GOOGLE EBAY YAHOO BAIDU ZYNGA SOHU

Date 엔씨소프트 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-5-11 49.8.7 1,237. (1.3) 693, (2.) 6,7. 15,7 5.1 238, (1.2) 216-5-12 47.9 (3.9) 1,221.5 (1.3) 676, (2.5) 61,3 1. 16,3.6 235, (1.3) 216-5-13 45.5 (5.) 1,155. (5.4) 677,.1 6,9 (.7) 13,8 (2.4) 238,5 1.5 216-5-14 45.5. 1,155.. 677,. 6,9. 13,8. 238,5. 216-5-15 45.5. 1,155.. 677,. 6,9. 13,8. 238,5. 216-5-16 46.4 1.9 1,171. 1.4 692, 2.2 61,3.7 15,4 1.5 24,5.8 216-5-17 46.8.9 1,25.5 2.9 694,.3 61,2 (.2) 15,1 (.3) 234,5 (2.5) 216-5-18 45.9 (1.9) 1,242. 3. 698,.6 63, 2.9 14,5 (.6) 239, 1.9 216-5-19 45.4 (1.2) 1,225. (1.4) 71,.4 63,. 1,3 (4.) 232, (2.9) 216-5-2 45.5.4 1,183. (3.4) 688, (1.9) 62,4 (1.) 99,3 (1.) 229,5 (1.1) 216-5-21 45.5. 1,183.. 688,. 62,4. 99,3. 229,5. 216-5-22 45.5. 1,183.. 688,. 62,4. 99,3. 229,5. 216-5-23 46.2 1.3 1,165.5 (1.5) 69,.3 61,6 (1.3) 1,2.9 228, (.7) 216-5-24 47.9 3.8 1,152.5 (1.1) 694,.6 61,5 (.2) 99,2 (1.) 229,.4 216-5-25 5.4 5.2 1,161..7 74, 1.4 61,2 (.5) 99,6.4 236, 3.1 216-5-26 5.5.2 1,143.5 (1.5) 73, (.1) 61,2. 99,7.1 234,5 (.6) 216-5-27 51.1 1.2 1,136.5 (.6) 7, (.4) 59,5 (2.8) 1,6.9 234, (.2) 216-5-28 51.1. 1,136.5. 7,. 59,5. 1,6. 234,. 216-5-29 51.1. 1,136.5. 7,. 59,5. 1,6. 234,. 216-5-3 51.1. 1,163. 2.3 7 1.4 59,9.7 12,8 2.2 239, 2.1 Date SINA RAKUTEN NAVER NHN 엔터테인먼트카카오 네오위즈게임즈컴투스게임빌위메이드웹젠선데이토즈 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-5-11 14,35 2.1 133,2 (1.) 95,8 2.1 27, 1.1 22,85 (1.9) 39,5. 216-5-12 14,6 1.7 134,6 1.1 96,.2 27,. 22,7 (.7) 39,5. 216-5-13 14,35 (1.7) 136,5 1.4 97,7 1.8 26,95 (.2) 22,2 (2.2) 39,5. 216-5-14 14,35. 136,5. 97,7. 26,95. 22,2. 39,5. 216-5-15 14,35. 136,5. 97,7. 26,95. 22,2. 39,5. 216-5-16 15,25 6.3 136, (.4) 98,7 1. 26,3 (2.4) 22,6 1.8 39,1 (1.) 216-5-17 16,5 5.2 136,. 97,2 (1.5) 26,9 2.3 21,8 (3.5) 38,75 (.9) 216-5-18 16,1.3 134,1 (1.4) 95,5 (1.7) 25,7 (4.5) 21,7 (.5) 37,9 (2.2) 216-5-19 15,9 (1.2) 134,1. 95,7.2 25,4 (1.2) 21,3 (1.8) 37,2 (1.8) 216-5-2 15,8 (.6) 133,4 (.5) 92,6 (3.2) 27,75 9.3 21,65 1.6 36,9 (.8) 216-5-21 15,8. 133,4. 92,6. 27,75. 21,65. 36,9. 216-5-22 15,8. 133,4. 92,6. 27,75. 21,65. 36,9. 216-5-23 16,25 2.8 135,5 1.6 94,2 1.7 29,5 4.7 21,7.2 37,7 2.2 216-5-24 16,5 (1.2) 133, (1.8) 93,6 (.6) 29,1.2 21,1 (2.8) 36,9 (2.1) 216-5-25 16, (.3) 13, (2.3) 92,8 (.9) 28, (3.8) 21,1. 36, (2.4) 216-5-26 16,15.9 129,8 (.2) 96, 3.4 27,5 (1.8) 21,2.5 34,15 (5.1) 216-5-27 16,4 1.5 129,3 (.4) 94,2 (1.9) 28,5 2. 21,95 3.5 34,35.6 216-5-28 16,4. 129,3. 94,2. 28,5. 21,95. 34,35. 216-5-29 16,4. 129,3. 94,2. 28,5. 21,95. 34,35. 216-5-3 15,7 (4.3) 131,2 1.5 93,6 (.6) 25,9 (7.7) 21,65 (1.4) 33,6 (2.2)

Ⅱ.IT 서비스업종 FactSheet _ Weekly [216.5.31] 1. 인터넷업종지표 4. IT 서비스업종시가총액 2. IT 서비스업종컨센서스 5. Market VS. 커버리지주인터넷 / 소프트웨어성종화 2)3779-887 3. IT 서비스업종주가차트 6. IT 서비스업종 dod% 자료출처 : Bloomberg 216.5.3 기준 1. IT 서비스업종지표 1) 밸류지표 ( 단위 : 주가기준통화, 배 ) Company 216E 217E 통화전일종가목표가 EPS PER EPS PER IBM USD 152.84 144.36 13.53 11.3 14.15 1.8 HP USD 13.17 13.96 1.59 8.3 1.64 8. 액센추어 USD 118.94 119.44 5.34 22.3 5.81 2.5 후지쯔 JPY 434.5 567. 39.66 11. 56.9 7.8 제록스 USD 9.83 11.31 1.9 9. 1.16 8.5 캡제미니 EUR 85.7 95.58 5.18 16.6 5.74 14.9 컴퓨터사이언시스 USD 49.24 46.5 2.84 17.3 3.4 14.5 오라클 USD 4.7 44.52 2.8 14.3 3.2 13.3 NTT 데이터 JPY 5,59. 6,186.25 227.12 24.9 245.3 23.1 타타컨설턴시서비스 INR 2,636.4 2,672.2 134.68 19.6 15.42 17.5 삼성에스디에스 KRW 183,5 214,75 6,377 28.9 6,814 27.1 SK C&C KRW 231,5 331,133 2,21 11.6 22,253 1.5 NHN한국사이버결제 KRW 2,35 24, 61 33.9 86 25.3 2) 성장성, 수익성지표 ( 단위 : %) Company 216E 217E 매출YoY OPM EBITDA M% ROE 매출YoY OPM EBITDA M% ROE IBM -2.9 18.5 24.1 81.4 -.1 2. 25.8 7.7 HP -54.7 8.1 8.8 23.2-3.4 8.4 9.2-23.9 액센추어 5.6 14.6 16.8 54.3 6.5 14.9 17. 51.3 후지쯔 -3.6 2.7 6.4 1.3 2. 3.6 7.1 12. 제록스 -3.3 9.1 14.1 7.3 -.5 9.2 15.3 1.5 캡제미니 7.2 1.7 13.3 12.2 4.2 11.3 13.7 12.6 컴퓨터사이언시스 1. 8.8 17.1 16.9 3.1 9.4 17.9 18. 오라클 2.2 43.8 45.1 23.7 3. 44.4 46.7 23.1 NTT 데이터 3. 6.8 16.6 8.1 4. 7. 16. 8.2 타타컨설턴시서비스 12.7 26.6 28.1 33.6 11.5 26.9 28. 31. 삼성에스디에스 2.4 7.7 12.2 1.3 9.6 7.9 11.9 1.1 SK C&C 112.4 5.5 1.8 12.9 8.2 5.4 1.4 12.4 NHN한국사이버결제 41.1 4.9 8.5 12.3 31.5 5.2 6.7 14. 2. IT 서비스업종컨센서스 Company 매출액영업이익세전이익순이익 EBITDA 삼성에스디에스 215 78,534.6 5,882.5 6,491.2 4,39.2 9,768.2 연결 216E 82,6.2 6,373.5 7,16.2 4,934.3 1,1.2 217E 9,499.8 7,17.9 7,649.9 5,272.1 1,769.2 216 1Q 17,45.4 1,245.3 1,421. 1,36.6 2,166.1 216 2QE 2,758.5 1,66.3 1,82. 1,297.7 2,754.6 216 3QE 19,673.6 1,615. 1,928.2 1,267.6 2,788.8 216 4QE 22,9.9 1,919.4 2,13.1 1,5. 3,9.4 SK C&C 215 395,697.8 14,32.6 62,388.5 53,459.8 36,35.3 연결 216E 888,871.4 48,788.3 45,638.4 13,818.2 96,181.3 217E 961,621.5 52,99.6 49,434.6 15,242.2 99,834.2 216 1Q 26,739.6 1,245.3 9,815.9 1,36.6 2,166.1 216 2QE 214,788.2 12,658.4 12,14.6 3,734. 19,887.3 216 3QE 221,42.8 11,95.4 1,769.2 2,886.2 25,1.9 216 4QE 233,82.8 12,456.7 11,73.7 3,9.9 29,723.5 NHN한국사이버결제 215 1,954.7 19.3 127.7 95.8 95.8 연결 216E 2,717. 134. 149.5 18. 18. 217E 3,572. 184. 187. 145. 145. 216 1Q 597.2 1,245.3 2. 1,36.6 1,36.6 216 2QE 629. 32. 38.5 3. 3. 216 3QE 661. 3.5 37. 28. 28. 216 4QE 72.5 34. 46. 26. 26.

3. IT 서비스업종주가차트 IBM 3 2 1 ACCENTURE 15 '12.1.1=1 14 12 1 8 6 '12.1.1=1 3 HEWLETT-PACKARD 2 15 1 5 FUJITSU (JPY) 1,2 '12.1.1=1 22 17 12 7 2 '12.1.1=1 3 1 2 8 2 5 1 4 1 XEROX 15 1 5 COMPUTER SCIENCES 6 '12.1.1=1 25 2 15 1 5 '12.1.1=1 6 4 4 2 2 NTT DATA (JPY) '12.1.1=1 8 3 6 2 4 2 1 삼성에스디에스 (KRW) '13.11.13=1 6, 25 2 4, 15 2, 1 5 14/11 15/5 15/11 16/ 14/11 15/5 15/11 16/5 한국사이버결제 (KRW) '13.11.13=1 6, 12 CAP GEMINI (EUR) 1 8 6 4 2 ORACLE 6 4 2 TATA CONSULTANCY SERVICES (INR) 3 2 1 SK C&C (KRW) 4, 3, 2, 1, '12.1.1=1 5 4 3 2 1 '12.1.1=1 2 15 1 5 '12.1.1=1 3 2 1 '12.1.1=1 3 2 1 4, 12/4 13/4 14/4 15/4 16/ 8 4 12/4 13/4 14/4 15/4 16/4

4. IT 서비스업종시가총액 IBM 3, 2, 1, 3,, 2,, 1,, HEWLETT-PACKARD 8, 6, 4, 1,, 75, 5, 25, ACCENTURE 1, 75, 5, 25, 7,5 5, 2,5 FUJITSU ( 백만 JPY) 2,, 1,5, 1,, 5, 24, 16, 8, XEROX 15, 5, 2, 15, 1, 5, CAP GEMINI ( 백만 EUR) 15, 5, 3, 2, 1, COMPUTER SCIENCES 15, 15, ORACLE 3, 3,, 1, 2, 2,, 5, 5, 1, 1,, NTT DATA ( 백만 JPY) 2,, 1,5, 1,, 5, 2, 15, 1, 5, TATA CONSULTANCY SERVICES ( 백만 INR) 6,, 4,, 2,, 1,5, 1,, 5, 삼성에스디에스 ( 백만 KRW) 4,, SK C&C ( 백만 KRW) 3,,,,, 14.11 15.5 15.11 16. NHN 한국사이버결제 ( 백만 KRW) 1,, 75, 5, 25, Company 상장통화자국통화 ( 백만 ) ( 단위 : 억원 ) IBM USD 146,721 1,748,645 Hewlett-Packard USD 22,74 271,21 Accenture JPY 77,744 8,34 Fujitsu JPY 899,423 96,483 Xerox HKD 9,958 118,679 Cap Gemini USD 14,756 195,31 Computer Sciences JPY 6,798 81,25 Oracle JPY 166,285 1,981,819 NTT DATA JPY 1,567,995 168,22 Tata Consultancy Services EUR 5,194,836 921,247 삼성에스디에스 KRW 14,198,826 141,988 SK C&C KRW 16,288,49 162,884 NHN한국사이버결제 KRW 367,811 3,678

5. Market vs. 커버리지주 KOSPI, KOSDAQ 지수 KOSPI, KOSDAQ Performance (pt) 2,2 KOSPI Index KOSDAQ Index (pt) 9 (213.1.1=1) 18 KOSPI Index KOSDAQ Index 2,1 75 16 2, 6 14 1,9 45 3 12 1,8 15 1 1,7 13/1 13/7 14/1 14/7 15/1 15/7 16/1 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 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 16 9 11 7 13/1 13/7 14/1 14/7 15/1 15/7 16/1 6 13/1 13/7 14/1 14/7 15/1 15/7 16/1 (213.1.1=1) 2 KOSPI Index KOSDAQ Index Accenture (213.1.1=1) 3 KOSPI Index KOSDAQ Index Fujitsu 18 25 16 2 14 12 15 1 1 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 5 13/1 13/7 14/1 14/7 15/1 15/7 16/1 (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 13/1 13/7 14/1 14/7 15/1 15/7 16/1

(213.1.1=1) 36 KOSPI Index KOSDAQ Index Computer Sciences 32 28 24 2 16 12 8 4 13/1 13/7 14/1 14/7 15/1 15/7 16/1 (213.1.1=1) 18 KOSPI Index KOSDAQ Index Oracle 16 14 12 1 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 (213.1.1=1) 28 KOSPI Index KOSDAQ Index NTT DATA (213.1.1=1) 24 KOSPI Index KOSDAQ Index Tata Consultancy Services 24 2 16 12 2 16 12 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 (213.1.1=1) 25 KOSPI Index KOSDAQ Index 삼성에스디에스 (213.1.1=1) 33 KOSPI Index KOSDAQ Index SK 씨앤씨 2 28 15 23 1 18 5 13 14/11 15/2 15/5 15/8 15/11 16/2 16/5 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 (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 18 16 14 12 1 8 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 인터넷커버리지 3 종목 : 삼성에스디에스, SK C&C, 한국사이버결제

6. IT 서비스업종최근 2 일종가 Date 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-5-11 148.95 (.7) 11.69.7 115.98 (.8) 389.9.4 9.29 (2.2) 8.38.3 216-5-12 148.84 (.1) 11.56 (1.1) 116.36.3 389.9. 9.24 (.5) 79.59 (1.) 216-5-13 147.72 (.8) 11.5 (.5) 115.44 (.8) 381. (2.3) 9.3 (2.3) 8.22.8 216-5-14 147.72. 11.5. 115.44. 381.. 9.3. 8.22. 216-5-15 147.72. 11.5. 115.44. 381.. 9.3. 8.22. 216-5-16 149.46 1.2 11.64 1.2 117.15 1.5 382.9.5 9.12 1. 79.39 (1.) 216-5-17 148. (1.) 11.53 (.9) 116.22 (.8) 389.1 1.6 9.14.2 79.68.4 216-5-18 147.34 (.4) 11.57.3 116.52.3 394.5 1.4 9.11 (.3) 79.97.4 216-5-19 144.93 (1.6) 11.44 (1.1) 116.3 (.4) 397.2.7 9.5 (.7) 78.95 (1.3) 216-5-2 147.25 1.6 11.66 1.9 116.47.4 419. 5.5 9.14 1. 8.45 1.9 216-5-21 147.25. 11.66. 116.47. 419.. 9.14. 8.45. 216-5-22 147.25. 11.66. 116.47. 419.. 9.14. 8.45. 216-5-23 146.77 (.3) 11.67.1 116.18 (.2) 417.4 (.4) 9.11 (.3) 81.59 1.4 216-5-24 148.31 1. 11.91 2.1 119.12 2.5 45.5 (2.9) 9.28 1.9 83.67 2.5 216-5-25 151.69 2.3 12.2 2.4 118.55 (.5) 415.3 2.4 9.52 2.6 83.49 (.2) 216-5-26 152.44.5 13.4 6.9 118.41 (.1) 415.3. 9.61.9 84.7 1.5 216-5-27 152.84.3 13.17 1. 118.94.4 428.6 3.2 9.83 2.3 84.69 (.) 216-5-28 152.84. 13.17. 118.94. 428.6. 9.83. 84.69. 216-5-29 152.84. 13.17. 118.94. 428.6. 9.83. 84.69. 216-5-3 152.84. 13.17. 118.94. 434.5 1.4 9.83. 85.7 1.2 Date 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-5-11 33.76 (1.) 39.65 (.9) 5,55. (3.5) 2,518.3 (.2) 172, (1.1) 214,.2 216-5-12 33.72 (.1) 39.82.4 5,54. (.2) 2,566.2 1.9 173,.6 213,5 (.2) 216-5-13 33.83.3 39.61 (.5) 5,56..4 2,523.4 (1.7) 179, 3.5 224,5 5.2 216-5-14 33.83. 39.61. 5,56.. 2,523.4. 179,. 224,5. 216-5-15 33.83. 39.61. 5,56.. 2,523.4. 179,. 224,5. 216-5-16 34.39 1.7 39.97.9 5,53. (.5) 2,551.15 1.1 179,5.3 228,5 1.8 216-5-17 34.1 (1.1) 39.6 (.9) 5,56..5 2,57.2.7 18,.3 226, (1.1) 216-5-18 34.18.5 39.47 (.3) 5,55. (.2) 2,551.1 (.7) 183, 1.7 221,5 (2.) 216-5-19 34.44.8 38.84 (1.6) 5,57..4 2,556.95.2 178,5 (2.5) 224,5 1.4 216-5-2 35.1 1.7 39.41 1.5 5,7. 2.3 2,529.3 (1.1) 18,5 1.1 23, 2.4 216-5-21 35.1. 39.41. 5,7.. 2,529.3. 18,5. 23,. 216-5-22 35.1. 39.41. 5,7.. 2,529.3. 18,5. 23,. 216-5-23 35. (.) 39.18 (.6) 5,65. (.9) 2,491.45 (1.5) 183,5 1.7 228,5 (.7) 216-5-24 35.65 1.9 39.9 1.8 5,66..2 2,467.7 (1.) 181,5 (1.1) 231, 1.1 216-5-25 5.65 42.1 4.13.6 5,57. (1.6) 2,526.45 2.4 183,.8 228,5 (1.1) 216-5-26 48.19 (4.9) 39.95 (.4) 5,46. (2.) 2,548.7.9 182,5 (.3) 227,5 (.4) 216-5-27 49.24 2.2 4.7.3 5,52. 1.1 2,572.65.9 181,5 (.5) 234, 2.9 216-5-28 49.24. 4.7. 5,52.. 2,572.65. 181,5. 234,. 216-5-29 49.24. 4.7. 5,52.. 2,572.65. 181,5. 234,. 216-5-3 49.24. 4.7. 5,59. 1.3 2,636.4 2.5 183,5 1.1 231,5 (1.1) Date 한국사이버결제 종가 DoD% 216-5-11 24,. 3.67 216-5-12 23,75. (1.4) 216-5-13 23,5. (2.95) 216-5-14 23,5.. 216-5-15 23,5.. 216-5-16 22,3. (3.25) 216-5-17 22,1. (.9) 216-5-18 22,5. 1.81 216-5-19 22,5. (2.) 216-5-2 22,5. 2.4 216-5-21 22,5.. 216-5-22 22,5.. 216-5-23 22,9. 1.78 216-5-24 22,35. (2.4) 216-5-25 22,. (1.57) 216-5-26 2,8. (5.45) 216-5-27 21,1. 1.44 216-5-28 21,1.. 216-5-29 21,1.. 216-5-3 2,35. (3.55) 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 9.5% 215년 2월 2일부터당사투자등급이기존 ( 기업 ) 투자등급 3단계 Hold ( 보유 ) -2% ~ +2% 기대 9.5% 4단계 (Strong Buy / Buy / Marketperform / Sell) 에서 Sell ( 매도 ) -2% 이하기대 3단계 (Buy / Hold / Sell) 로변경 합계 1.% 투자의견비율은 215. 4. 1 ~ 216. 3. 31 당사리서치센터의의견공표종목들의맨마지막공표의견을기준으로한투자등급별비중임 ( 최근 1년간누적기준. 분기별갱신 )