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

Ⅰ. 인터넷업종 FactSheet _ Weekly [216.1.4] 1. 인터넷업종지표 4. 인터넷업종시가총액 7. 인터넷업종 dod% 2. 인터넷업종컨센서스 5. Market VS. 커버리지주인터넷 / 소프트웨어성종화 2)3779-887 3. 인터넷업종주가차트 6. 모바일게임순위자료출처 : Bloomberg 216.1.3 기준 1. 인터넷업종지표 1) 밸류지표 ( 각국통화, 배 ) 216E 217E 통화전일종가목표가 EPS PER EPS PER ACTIVISION BLIZZARD USD 44.1 47.44 1.99 22.2 2.17 2.3 EA USD 85.41 89.66 3.64 23.4 4.12 2.7 NINTENDO JPY 26,445. 26,973.33 342.31 77.3 735.5 36. NEXON JPY 1,627. 1,812.5 67.59 24.1 126.45 12.9 TENCENT CNY 216.8 234.26 4.72 39.5 7.16 3.3 ZYNGA USD 2.86 3.16 2.4 119.2.6 46.9 DENA JPY 3,68. 3,44.46 124.76 29.5 173.36 21.2 GREE JPY 569. 56.91 39.64 14.4 24.88 22.9 GungHo Online JPY 245. 333. 35.43 6.9 32.76 7.5 GOOGLE USD 772.56 931. 34.15 22.6 4.31 19.2 YAHOO USD 43.13 43.48.49 88.4.57 76.3 FACEBOOK USD 128.77 155.17 3.97 32.5 5.11 25.2 ALIBABA USD 15.38 113.51 3.26 32.4 4.14 25.5 TWITTER USD 24. 16.72.5 48..58 41.3 AMAZON USD 836.74 9.61 1.84 77.2 16.29 51.4 EBAY USD 32.55 31.69 1.88 17.3 2.8 15.7 BAIDU CNY 183.54 185.3 4.59 4.1 6.45 28.5 SOHU USD 43.79 45.99-5.28 N/A -2.93 N/A SINA USD 76.45 78.22 1.14 67.3 1.9 4.3 RAKUTEN INC JPY 1,329.5 1,462.5 45.96 28.9 59.22 22.4 LINE JPY 4,91. 5,27.69 39.66 123.8 125.1 39.2 NAVER KRW 883, 948,185 24,734 35.7 33,58 26.3 카카오 KRW 81,8 96,85 1,218 67.2 2,383 34.3 엔씨소프트 KRW 295,5 332,739 13,84 22.6 16,499 17.9 네오위즈게임즈 KRW 12, 19,167 1,1 12. 1,8 11.9 NHN엔터테인먼트 KRW 59,7 72,125 4,537 13.2 3,663 16.3 컴투스 KRW 1, 164,579 12,695 7.9 14,147 7.1 게임빌 KRW 62,4 96,846 6,116 1.2 7,343 8.5 위메이드 KRW 19,45 29,25-2,167 N/A 87 22.4 웹젠 KRW 17,1 25,5 1,27 13.5 2,29 7.7 선데이토즈 KRW 34,95 5, 2,226 15.7 3,698 9.5 2) 성장성, 수익성지표 (%) 216E 217E 매출YoY OPM EBITDA M ROE 매출YoY OPM EBITDA M ROE ACTIVISION BLIZZARD 39.9 33.3 36. 17.5 6.5 34.6 36.1 16.5 EA 9. 3. 33.3 29.9 6.5 31.8 34.4 27.4 NINTENDO -2.2 9. 9.8 3.8 49.5 15. 15.3 7.5 NEXON -4. 23.7 26.6 7.3 2.8 36.6 38.5 13.2 TENCENT 48.8 37.5 42.8 31. 31.6 36.8 41.8 3.7 ZYNGA.8 2.5 7.7 1.2 11.4 5.1 12. 3.6 DENA 8.5 17.9 24.9 8.8 13.3 22.7 29.5 11.8 GREE -16.1 15.6 18.7 8.4-1.9 16.3 19.9 5.5 GungHo Online -21.3 43.7 41.1 39. -14.3 4.1 41.4 31.2 GOOGLE 2.6 41.4 49.5 14.6 15.9 42.2 49.8 14.6 YAHOO -13.3 6.5 21.8 1.5 1.4 8.6 23.8 1.5 FACEBOOK 55.1 57.7 62.6 23.1 34.8 56.1 62.2 21.4 ALIBABA 51.1 28.7 46. 17.7 29. 3.9 44. 19.8 TWITTER 15.1 15.1 27.4 8.6 12.2 7. 28.7 9.8 AMAZON 27.8 3.5 11.2 24.6 22.3 4.8 12.3 31.4 EBAY 4.3 31.2 38.8 3.1 4.6 31.8 39.2 3.5 BAIDU 9.6 14.5 21.7 12.1 21.8 16.6 23.4 15.4 SOHU -11.9-7.2 1.1-17.4 9.8-1.3 7.3-7.1 SINA 16.3 11.2 15.7 3. 22.9 17.3 21. 4.4 RAKUTEN INC 12.2 14.3 19.5 9.6 12.9 15.7 2.8 11.4 LINE 25. 15.8 21.9 9.2 23.8 23.5 27.6 16.2 NAVER 25.2 27.8 31.7 31.2 17.2 32.1 35.6 3.8 카카오 48.9 9.7 17.1 2.9 24. 14.1 21.5 4.9 엔씨소프트 17. 33.3 36.7 15.6 23.9 36.5 39.1 17.6 네오위즈게임즈 1.7 16.8 17.9 8.2 7.4 15.3 14.5 8.2 NHN엔터테인먼트 49.7 5.1 9.8 6. 11.8 6.1 1.8 4.3 컴투스 24.6 38.5 39. 27.6 9.5 39.2 39.4 23.9 게임빌 23.3 8.2 1. 17.3 21. 9.7 1.8 17.6 위메이드 -8.7 9. 14.9-1.1 2.1 15.4 22.5 4.1 웹젠 -6.4 27.9 3.9 2.1 22.1 36.2 38.5 27.3 선데이토즈 -.7 29.3 29.6 18.8 48.4 34.9 34.8 25.6

14/9 14/12 15/3 15/6 15/9 15/12 16/3 16/6 16/9 14/9 14/12 15/3 15/6 15/9 15/12 16/3 16/6 16/9 3. 인터넷업종주가차트 ACTIVISION BLIZZARD 48 38 28 18 8 NINTENDO (JPY) 4, 3, TENCENT (HKD) 25 2 15 1 5 '12.1.1=1 46 36 26 16 6 '12.1.1=1 24 16 8 '12.1.1=1 8 6 4 2 EA 15 85 65 45 25 5 NEXON (JPY) 3, 2, 1, ZYNGA 2 15 1 5 '12.1.1=1 52 42 32 22 12 2 '12.1.1=1 22 17 12 7 2 '12.1.1=1 16 12 8 4 DENA (JPY) 5, 4, 3, 2, 1, GungHo Online (JPY) 2 15 1 5 '12.1.1=1 15 1 5 '12.1.1=1 12 8 4 GREE (JPY) 3, 2, 1, GAME LOFT (EUR) 12 9 6 3 '12.1.1=1 12 9 6 3 '12.1.1=1 2 15 1 5 GOOGLE 1 '12.1.1=1 32 YAHOO 7 '12.1.1=1 38 8 6 4 24 16 8 5 3 28 18 2 1 8 FACEBOOK 15 1 5 12/5 13/5 14/5 15/5 16/5 '12.5.17=1 4 3 2 1 12/5 13/5 14/5 15/5 16/5 ALIBABA 16 11 6 1 '14.9.18=1 2 15 1 5

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 NAVER (KRW) 1,2, 8, 4, 카카오 (KRW) 19, 14, 9, 4, 12/1 12/11 13/9 14/7 15/5 16/3 네오위즈게임즈 (KRW) 6, 4, '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 '12.1.1=1 34 24 14 4 '12.1.1=1 19 14 9 4 12/1 12/11 13/9 14/7 15/5 16/3 '12.1.1=1 15 1 5 AMAZON 11 BAIDU 3 22 14 81 61 41 21 6 SINA 12 8 4 LINE 1 (JPY) 6 5 4 3 2 1 16/7 16/8 16/9 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 '12.1.1=1 58 48 38 28 18 8 '12.1.1=1 24 19 14 9 4 '12.1.1=1 2 16 12 8 4 ('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 '12.1.1=1 15 1 16/7 16/8 5 '12.1.1=1 12 8 4

게임빌 (KRW) 24, '12.1.1=1 3 위메이드 (KRW) 8, '12.1.1=1 2 16, 8, 2 1 6, 4, 15 1 5 웹젠 (KRW) 6, 4, '12.1.1=1 4 3 2 1 선데이토즈 (KRW) 1, 8, 6, 4, '12.1.1=1 8 6 4 2

4. 인터넷업종시가총액 1) Table Company 상장통화 자국통화 ( 백만 ) ( 단위 : 억원 ) ACTIVISION BLIZZARD USD 32,699 36,611 EA USD 25,688 283,299 NINTENDO JPY 3,746,437 47,672 NEXON JPY 71,627 77,328 TENCENT HKD 2,52,324 2,918,366 ZYNGA USD 2,523 27,822 DENA JPY 554,981 6,391 GREE JPY 137,395 14,951 GungHo Online JPY 233,265 25,383 GAME LOFT EUR 686.7146 8,55 GOOGLE USD 539,842 5,953,539 YAHOO USD 41,5 452,716 FACEBOOK USD 369,741 4,77,614 ALIBABA USD 262,952 2,899,916 TWITTER USD 16,985 187,321 AMAZON USD 396,676 4,374,665 EBAY USD 36,75 45,285 BAIDU USD 63,551 7,857 SOHU USD 1,696 18,7 SINA USD 5,341 58,9 Rakuten JPY 1,93,855 27,17 LINE JPY 1,65,369 115,929 NAVER KRW 29,16,47 291,6 NHN엔터테인먼트 KRW 1,168,32 11,68 카카오 KRW 5,523,554 55,236 엔씨소프트 KRW 6,48,26 64,8 네오위즈게임즈 KRW 262,98 2,63 컴투스 KRW 1,65,369 115,929 게임빌 KRW 1,286,642 12,866 위메이드 KRW 46,996 4,7 웹젠 KRW 326,76 3,268 선데이토즈 KRW 63,816 6,38

2) Chart ACTIVISION BLIZZARD 4, 3, 4, 3, 2, 1, EA 3, 3, 2, 1, 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, 4,, 2,, ZYNGA 15, 5, 15, 1, 5, DENA ( 백만 JPY) 1,, 75, GREE ( 백만 JPY) 75, 1, 5, 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, 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

TWITTER AMAZON 6, 6, 5, 5,, 4, 4,, 4, 4, 3, 3,, 2, 2, 2,, 1, 1,, 13.11 14.5 14.11 15.5 15.11 16.5 13.11 14.5 14.11 15.5 15.11 16.5 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 LINE ( 백만 JPY) ( 백만 JPY) 4,, 4, 1,5, 15, 3,, 3, 1,, 1, 2,, 2, 1,, 1, 5, 5, 16.7 16.8 16.9 16.7 16.8 16.9 NAVER NHN엔터테인먼트 카카오 엔씨소프트 4, 3, 1, 75, 75, 5, 2, 5, 25, 25, 네오위즈게임즈 컴투스 게임빌 위메이드 15, 15, 15, 3, 5, 5, 5, 웹젠 선데이토즈 16, 12, 7,5 8, 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 16/7 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 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 6 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 (213.1.1=1) 22 KOSPI Index KOSDAQ Index 엔씨소프트 (213.1.1=1) 17 KOSPI Index KOSDAQ Index 네오위즈게임즈 2 15 18 13 16 14 12 11 9 1 7 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 5 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 (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 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7

(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 16/7 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 16/7 213 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 18 16 14 12 1 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 인터넷커버리지 1 종목 : NAVER, 카카오, 엔씨소프트, 네오위즈게임즈, 게임빌, 컴투스, 위메이드, NHN 엔터테인먼트, 웹젠, 선데이토즈

6. 모바일게임최고매출순위 _ 216.1.4 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% 216-9-14 43.7.6 8.8 (.) 25,755.5 1,483.4 28.6.3 2.9 1.7 216-9-15 44.6 2.1 83.4 3.1 26,925 4.5 1,467 (1.1) 29.8.6 2.9.3 216-9-16 44.4 (.4) 82.9 (.6) 27,65.5 1,54 2.5 29.8. 2.9 (.3) 216-9-17 44.4. 82.9. 27,65. 1,54. 29.8. 2.9. 216-9-18 44.4. 82.9. 27,65. 1,54. 29.8. 2.9. 216-9-19 44.1 (.7) 82.8 (.1) 27,65. 1,54. 29.4 (.2) 2.9 (1.7) 216-9-2 44.1. 83..3 27,315.9 1,484 (1.3) 29. (.2) 2.8 (1.7) 216-9-21 44.7 1.2 83.5.6 26,995 (1.2) 1,526 2.8 211.2 1.1 2.9 2.1 216-9-22 44.5 (.4) 83.2 (.4) 26,995. 1,526. 214.6 1.6 2.8 (1.) 216-9-23 44.4 (.3) 84.3 1.3 27,15.4 1,58 3.5 218.2 1.7 2.8. 216-9-24 44.4. 84.3. 27,15. 1,58. 218.2. 2.8. 216-9-25 44.4. 84.3. 27,15. 1,58. 218.2 2.8. 216-9-26 44. (.9) 83.5 (.9) 26,675 (1.6) 1,559 (1.3) 213. (2.4) 2.8 (.4) 216-9-27 44.2.5 85.2 2. 27,35 1.3 1,578 1.2 215.8 1.3 2.9 1.8 216-9-28 44.2 (.1) 85. (.2) 27,13.4 1,582.3 216.6.4 2.8 (2.1) 216-9-29 44.2.1 84.3 (.9) 27,14. 1,63 1.3 217.6.5 2.8 (.4) 216-9-3 44.3.2 85.4 1.4 26,65 (2.) 1,575 (1.7) 213. (2.1) 2.9 3.6 216-1-1 44.3. 85.4. 26,65. 1,575. 213.. 2.9. 216-1-2 44.3. 85.4. 26,65. 1,575. 213.. 2.9. 216-1-3 44.1 (.5) 85.4. 26,445 (.6) 1,627 3.3 216.8 1.8 2.9 (1.7) Date EA NINTENDO NEXON TENCENT 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-9-14 3,445 (1.4) 545 (1.1) 248. (2.) 79.5.2 43.5 1. 127.8.4 216-9-15 3,495 1.5 562 3.1 244. (1.6) 81.2 1.4 44. 1.2 128.4.5 216-9-16 3,58 2.4 65 7.7 247. 1.2 798. (.4) 43.7 (.7) 129.1.6 216-9-17 3,58. 65. 247.. 798.. 43.7. 129.1. 216-9-18 3,58. 65. 247.. 798.. 43.7. 129.1. 216-9-19 3,58. 65. 247.. 795.4 (.3) 43.2 (1.1) 128.7 (.3) 216-9-2 3,82 6.7 616 1.8 241. (2.4) 799.8.6 42.8 (.9) 128.6 (.) 216-9-21 3,76 (1.6) 588 (4.5) 238. (1.2) 85..7 44.1 3.2 129.9 1. 216-9-22 3,76. 588. 238.. 816. 1.4 44.2. 13.1.1 216-9-23 3,645 (3.1) 585 (.5) 243. 2.1 815. (.1) 42.8 (3.1) 128. (1.6) 216-9-24 3,645. 585. 243.. 815.. 42.8. 128.. 216-9-25 3,645. 585. 243.. 815.. 42.8. 128.. 216-9-26 3,72 2.1 585. 239. (1.6) 82.7 (1.5) 42.3 (1.2) 127.3 (.5) 216-9-27 3,7 (.5) 588.5 242. 1.3 81.7 1. 43.4 2.6 128.7 1.1 216-9-28 3,755 1.5 587 (.2) 239. (1.2) 81.1 (.1) 43.7.7 129.2.4 216-9-29 3,72 (.9) 589.3 243. 1.7 82.6 (.9) 42.6 (2.6) 128.1 (.9) 216-9-3 3,655 (1.7) 565 (4.1) 247. 1.6 84.1.2 43.1 1.2 128.3.1 216-1-1 3,655. 565. 247.. 84.1. 43.1. 128.3. 216-1-2 3,655. 565. 247.. 84.1. 43.1. 128.3. 216-1-3 3,68.7 569.7 245. (.8) 8.4 (.5) 43.1.1 128.8.4 Date BLIZZARD DENA GREE GungHo ALIBABA TWITTER AMAZON 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-9-14 12.4 2.1 18.1 1.8 761.1. 31.8 (.3) 182.2.2 44.8 4.3 216-9-15 14.5 2. 18.3 1.2 769.7 1.1 32..6 186.5 2.4 44.9.3 216-9-16 14.6.2 19.1 4.4 778.5 1.1 31.8 (.7) 185. (.8) 45.1.5 216-9-17 14.6. 19.1. 778.5. 31.8. 185.. 45.1. 216-9-18 14.6. 19.1. 778.5. 31.8. 185.. 45.1. 216-9-19 13. (1.5) 18.4 (3.9) 775.1 (.4) 31.6 (.6) 184.7 (.1) 45. (.4) 216-9-2 11.5 (1.5) 18.4.2 78.2.7 31.4 (.7) 186.4.9 43.4 (3.5) 216-9-21 16. 4.5 18.5.5 789.7 1.2 32. 1.9 196. 5.2 43.7.8 216-9-22 19.4 3.2 18.6.8 84.7 1.9 32.3 1. 195.5 (.3) 44.5 1.7 216-9-23 17.7 (1.5) 22.6 21.4 85.8.1 32.1 (.7) 191.7 (1.9) 44. (1.1) 216-9-24 17.7. 22.6. 85.8. 32.1. 191.7. 44.. 216-9-25 17.7. 22.6. 85.8. 32.1. 191.7. 44.. 216-9-26 15.9 (1.7) 23.4 3.3 799.2 (.8) 31.7 (1.2) 188.9 (1.5) 42.9 (2.6) 216-9-27 18.3 2.2 23.7 1.5 816.1 2.1 31.9.9 19.8 1. 43.6 1.7 216-9-28 18.8.5 23. (3.2) 828.7 1.5 31.9 (.3) 187.7 (1.6) 43.9.6 216-9-29 15.6 (2.9) 23..2 829.1. 32.3 1.4 182.2 (2.9) 45.2 3.1 216-9-3 15.8.2 23.1.2 837.3 1. 32.9 1.9 182.1 (.1) 44.3 (2.1) 216-1-1 15.8. 23.1. 837.3. 32.9. 182.1. 44.3. 216-1-2 15.8. 23.1. 837.3. 32.9. 182.1. 44.3. 216-1-3 15.4 (.4) 24. 4.1 836.7 (.1) 32.6 (1.1) 183.5.8 43.8 (1.) GOOGLE EBAY YAHOO BAIDU ZYNGA FACEBOOK SOHU

Date 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-9-14 75.8 2.5 1,315. (2.7) 4,485.5 (.8) 841,. 57,4. 8,5. 216-9-15 76.8 1.3 1,312. (.2) 4,54.5.4 841,. 57,4. 8,5. 216-9-16 77..3 1,334. 1.7 4,519.5.3 841,. 57,4. 8,5. 216-9-17 77.. 1,334.. 4,519.5. 841,. 57,4. 8,5. 216-9-18 77.. 1,334.. 4,519.5. 841,. 57,4. 8,5. 216-9-19 77. (.1) 1,334.. 4,519.5. 856, 1.8 57,4. 8,5. 216-9-2 76.5 (.6) 1,328. (.4) 4,45. (2.5) 836, (2.3) 57,4. 82,2 2.1 216-9-21 77.5 1.3 1,382. 4.1 4,517. 2.5 855, 2.3 58, 1. 82,3.1 216-9-22 77.9.6 1,382.. 4,517.. 873, 2.1 59,1 1.9 84,5 2.7 216-9-23 76.6 (1.6) 1,383..1 4,525..2 878,.6 58,7 (.7) 83,6 (1.1) 216-9-24 76.6. 1,383.. 4,525.. 878,. 58,7. 83,6. 216-9-25 76.6. 1,383.. 4,525.. 878,. 58,7. 83,6. 216-9-26 75.8 (1.2) 1,35.5 (2.3) 4,749. 5. 876, (.2) 59,7 1.7 82,6 (1.2) 216-9-27 77.7 2.6 1,368.5 1.3 4,935. 3.9 884,.9 58,9 (1.3) 83,6 1.2 216-9-28 77.4 (.4) 1,35. (1.4) 5,69. 2.7 887,.3 58,6 (.5) 82,8 (1.) 216-9-29 76. (1.8) 1,37.5 1.5 4,9.5 (3.3) 9, 1.5 6,4 3.1 82,7 (.1) 216-9-3 73.8 1,311. (4.3) 4,855.5 (.9) 883, (1.9) 59,7 (1.2) 81,8 (1.1) 216-1-1 73.8. 1,311.. 4,855.5. 883,. 59,7. 81,8. 216-1-2 73.8. 1,311.. 4,855.5. 883,. 59,7. 81,8. 216-1-3 76.5 3.5 1,329.5 1.4 4,9.5.9 883,. 59,7. 81,8. Date 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-9-14 272,5. 13,1. 12,3. 63,6. 19,2. 16,75. 216-9-15 272,5. 13,1. 12,3. 63,6. 19,2. 16,75. 216-9-16 272,5. 13,1. 12,3. 63,6. 19,2. 16,75. 216-9-17 272,5. 13,1. 12,3. 63,6. 19,2. 16,75. 216-9-18 272,5. 13,1. 12,3. 63,6. 19,2. 16,75. 216-9-19 278, 2. 12,85 (1.9) 12,2 (.1) 62,3 (2.) 19,7 2.6 16,75. 216-9-2 28,5.9 12,9.4 12,5.3 62,5.3 2,1 2. 17,5 1.8 216-9-21 277,5 (1.1) 13,5 1.2 15,2 2.6 63,1 1. 2,35 1.2 17,55 2.9 216-9-22 28,.9 13,2 1.1 13,2 (1.9) 62,3 (1.3) 2,6 1.2 17,55. 216-9-23 283,5 1.3 13,1 (.8) 13,8.6 62,3. 2,6. 17,8 1.4 216-9-24 283,5. 13,1. 13,8. 62,3. 2,6. 17,8. 216-9-25 283,5. 13,1. 13,8. 62,3. 2,6. 17,8. 216-9-26 284,.2 13,25 1.1 12,7 (1.1) 61,7 (1.) 2,25 (1.7) 17,55 (1.4) 216-9-27 286,.7 13, (1.9) 12,2 (.5) 63,1 2.3 2,4.7 17,25 (1.7) 216-9-28 29, 1.4 12,6 (3.1) 11,4 (.8) 62,6 (.8) 19,9 (2.5) 17,5 1.4 216-9-29 294, 1.4 12,6. 11,1 (.3) 63,1.8 2,25 1.8 17,5. 216-9-3 295,5.5 12, (4.8) 1, (1.1) 62,4 (1.1) 19,45 (4.) 17,1 (2.3) 216-1-1 295,5. 12,. 1,. 62,4. 19,45. 17,1. 216-1-2 295,5. 12,. 1,. 62,4. 19,45. 17,1. 216-1-3 295,5. 12,. 1,. 62,4. 19,45. 17,1. Date 종가 DoD% 216-9-14 36,4. 216-9-15 36,4. 216-9-16 36,4. 216-9-17 36,4. 216-9-18 36,4. 216-9-19 35,75 (1.8) 216-9-2 36,1 1. 216-9-21 37,7 4.4 216-9-22 37,6 (.3) 216-9-23 37,65.1 216-9-24 37,65. 216-9-25 37,65. 216-9-26 36,9 (2.) 216-9-27 37,95 2.8 216-9-28 36,25 (4.5) 216-9-29 34,75 (4.1) 216-9-3 34,95.6 216-1-1 34,95. 216-1-2 34,95. 216-1-3 34,95. SINA RAKUTEN LINE NAVER NHN엔터테인먼트 엔씨소프트 선데이토즈 네오위즈게임즈컴투스게임빌위메이드 카카오 웹젠

Ⅱ.IT 서비스업종 FactSheet _ Weekly [216.1.4] 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 216.1.3 기준 1. IT 서비스업종지표 1) 밸류지표 ( 단위 : 주가기준통화, 배 ) ( 각국통화, 배 ) 216E 217E 통화전일종가목표가 EPS PER EPS PER IBM USD 157.61 159.68 13.5 11.7 14.9 11.2 HP USD 15.65 15.32 1.61 9.7 1.6 9.8 액센추어 USD 12.86 129.58 5.33 22.7 5.93 2.4 후지쯔 JPY 541.7 567.31 39.39 13.8 53.31 1.2 제록스 USD 1.12 11.39 1.13 9. 1.15 8.8 캡제미니 EUR 88.91 99. 5.34 16.6 5.8 15.3 컴퓨터사이언시스 USD 51.87 52.73 2.82 18.4 3.33 15.6 오라클 USD 38.99 45. 2.63 14.8 2.89 13.5 NTT 데이터 JPY 5,7. 6,194.44 22.97 23.2 241.22 21.2 타타컨설턴시서비스 INR 2,411.7 2,569.71 133.19 18.1 146.59 16.4 삼성에스디에스 KRW 154, 196,636 6,442 23.5 6,557 23.1 SK C&C KRW 212, 37, 18,478 11.3 21,25 1. NHN한국사이버결제 KRW 18,85 26, 719 26.3 999 18.9 2) 성장성, 수익성지표 ( 단위 : %) (%) 216E 217E 매출YoY OPM EBITDA M% ROE 매출YoY OPM EBITDA M% ROE IBM -2.6 18.5 23.8 79.8 -.3 19.8 25.5 66.1 HP -54.4 8.1 8.7 22.9-3.6 8.1 9. -31.1 액센추어 6.4 14.6 16.7 53.1 7.3 14.8 16.8 45.6 후지쯔 -5.4 2.6 6.4 9.8.6 3.5 7.3 12.4 제록스 -3.3 9. 15.6 7.7 -.5 9.5 16.4 1.5 캡제미니 6.7 1.7 13.2 12.6 4. 11.4 13.7 13. 컴퓨터사이언시스 8.9 8.1 16. 16.9 1.3 9.6 18. 17.4 오라클 1.9 42.4 44.8 24.5 2.6 43.4 45.5 23. NTT 데이터 3.7 6.6 16.4 8.2 4.2 6.9 16.2 8.5 타타컨설턴시서비스 12.1 25.8 27.6 33.2 1.5 26.1 27.6 3.9 삼성에스디에스. 7.9 12.4 1.4 8.6 7.9 12.2 9.7 SK C&C 17.5 6.5 11.9 9.6 7.1 6.4 11.4 9.9 NHN한국사이버결제 41.5 5.8 9. 13.4 23.8 6.3 8.6 16.3 2. IT 서비스업종컨센서스 매출액영업이익세전이익순이익 EBITDA 삼성에스디에스 215 78,534.6 5,882.5 6,491.2 4,39.2 9,768.2 연결 216E 8,7.7 6,34.7 7,258.3 4,984.2 9,99.6 217E 87,639.9 6,95.2 7,381.3 5,72.7 1,678.6 216 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 3QE 2,42.2 1,614.4 1,762.8 1,27.9 2,516.9 216 4QE 22,414.1 1,824. 1,959.7 1,359.3 2,731.8 SK C&C 215 395,697.8 14,32.6 62,388.5 53,459.8 36,35.3 연결 216E 868,42.1 56,293. 49,449.6 13,129.1 13,732.3 217E 929,876.4 59,468.9 52,868.2 14,982.4 16,265.3 216 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 3QE 214,921.2 12,117.1 11,7.4 2,794. 24,912.8 216 4QE 231,77.1 12,375.6 1,77.5 2,737.2 25,223.4 NHN한국사이버결제 215 1,954.7 19.3 127.7 95.8 95.8 연결 216E 2,725.3 158.7 18.5 129.8 129.8 217E 3,373.7 214. 238.9 179.1 179.1 216 1Q 597.2 31.3 36.3 28.4 28.4 216 2Q 645.8 21.8 25.9 18.7 18.7 216 3QE 64. 36.8 4.5 32. 32. 216 4QE 99.5 62.5 79.7 54.7 54.7

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 '12.1.1=1 25 2 15 1 5 CAP GEMINI (EUR) 1 8 6 4 2 '12.1.1=1 5 4 3 2 1 COMPUTER SCIENCES 6 4 2 '12.1.1=1 8 6 4 2 ORACLE 6 4 2 '12.1.1=1 2 15 1 5 NTT DATA (JPY) 8 6 4 2 '12.1.1=1 3 2 1 TATA CONSULTANCY SERVICES (INR) 3 2 1 '12.1.1=1 3 2 1 삼성에스디에스 (KRW) 6, 4, 2, 14/11 15/5 15/11 16/5 '13.11.13=1 25 2 15 1 5 14/11 15/5 15/11 16/5 SK C&C (KRW) 4, 3, 2, 1, '12.1.1=1 3 2 1 한국사이버결제 (KRW) 6, '13.11.13=1 12 4, 8 4 12/4 13/4 14/4 15/4 16/4 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 16.5 NHN 한국사이버결제 ( 백만 KRW) 1,, 75, 5, 25, Company 상장통화자국통화 ( 백만 ) ( 단위 : 억원 ) IBM USD 15,651 1,659,115 Hewlett-Packard USD 26,775 294,875 Accenture JPY 81,192 8,89 Fujitsu JPY 1,121,329 121,661 Xerox HKD 1,255 112,934 Cap Gemini USD 15,39 189,592 Computer Sciences JPY 7,284 8,218 Oracle JPY 16,79 1,762,951 NTT DATA JPY 1,422,135 154,297 Tata Consultancy Services EUR 4,752,81 787,116 삼성에스디에스 KRW 11,916,181 119,162 SK C&C KRW 14,916,383 149,164 NHN한국사이버결제 KRW 34,699 3,47

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 16/7 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 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 16/7 6 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 (213.1.1=1) 22 KOSPI Index KOSDAQ Index Accenture (213.1.1=1) 3 KOSPI Index KOSDAQ Index Fujitsu 2 25 18 16 2 14 15 12 1 1 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 5 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 (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 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7

(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 16/7 (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 16/7 (213.1.1=1) 28 KOSPI Index KOSDAQ Index NTT DATA (213.1.1=1) 28 KOSPI Index KOSDAQ Index Tata Consultancy Services 24 24 2 2 16 16 12 12 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 (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 16/8 8 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 (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 16/6 16/7 16/8 16/9 16/1 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% 216-9-14 154.5 (1.1) 14.27.6 19.8 (.7) 518.5 (1.1) 9.65 (.6) 85.84.5 216-9-15 155.66 1. 14.5 1.6 11.72.8 522.7.8 9.73.8 85.24 (.7) 216-9-16 153.84 (1.2) 14.53.2 19.88 (.8) 52.9 (.3) 9.72 (.1) 85.29.1 216-9-17 153.84. 14.53. 19.88. 52.9. 9.72. 85.29. 216-9-18 153.84. 14.53. 19.88. 52.9. 9.72. 85.29. 216-9-19 154.87.7 14.56.2 11.5.6 52.9. 9.77.5 87.28 2.3 216-9-2 154.45 (.3) 14.54 (.1) 11.7.2 532.2 2.2 9.73 (.4) 86.87 (.5) 216-9-21 155.53.7 14.99 3.1 111.7.9 542.9 2. 9.86 1.3 86.94.1 216-9-22 156.11.4 15.12.9 113.66 1.8 542.9. 9.93 87.77 1. 216-9-23 154.98 (.7) 15.9 (.2) 113.9 (.5) 535.4 (1.4) 9.84 (.9) 87.64 (.1) 216-9-24 154.98. 15.9. 113.9. 535.4. 9.84. 87.64. 216-9-25 154.98. 15.9. 113.9. 535.4. 9.84. 87.64. 216-9-26 153.98 (.6) 15.2 (.5) 113.73.6 535.5. 9.9.6 87.16 (.5) 216-9-27 156.77 1.8 15.34 2.1 116.13 2.1 536..1 9.95.5 87.14 (.) 216-9-28 158.29 1. 15.49 1. 116.65.4 537..2 1.8 1.3 87.79.7 216-9-29 158.11 (.1) 15.39 (.6) 121.64 4.3 55.3 2.5 1.18 1. 87.48 (.4) 216-9-3 158.85.5 15.53.9 122.17.4 54. (1.9) 1.13 (.5) 87.18 (.3) 216-1-1 158.85. 15.53. 122.17. 54.. 1.13. 87.18. 216-1-2 158.85. 15.53. 122.17. 54.. 1.13. 87.18. 216-1-3 157.61 (.8) 15.65.8 12.86 (1.1) 541.7.3 1.12 (.1) 88.91 2. Date 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-9-14 46.3 1. 4.25.2 5,223.8 (1.1) 2,328.45 (1.3) 144,5. 26,. 216-9-15 48.46 4.7 4.86 1.5 5,144.4 (1.5) 2,326.95 (.1) 144,5. 26,. 216-9-16 48.89.9 38.92 (4.7) 5,144.4. 2,361.7 1.5 144,5. 26,. 216-9-17 48.89. 38.92. 5,144.4. 2,361.7. 144,5. 26,. 216-9-18 48.89. 38.92. 5,144.4. 2,361.7. 144,5. 26,. 216-9-19 49.79 1.8 39.23.8 5,144.4. 2,411.45 2.1 147, 1.7 27,.5 216-9-2 49.31 (1.) 39.7 (.4) 5,174.2.6 2,46.5 (.2) 144,5 (1.7) 28,.5 216-9-21 51.36 4.2 39.51 1.1 5,144.4 (.6) 2,413.4.3 143, (1.) 28,5.2 216-9-22 51.87 1. 39.51. 5,144.4. 2,378. (1.5) 144,5 1. 29,5.5 216-9-23 51.57 (.6) 39.23 (.7) 5,74.9 (1.4) 2,398.1.8 145,.3 214,5 2.4 216-9-24 51.57. 39.23. 5,74.9. 2,398.1. 145,. 214,5. 216-9-25 51.57. 39.23. 5,74.9. 2,398.1. 145,. 214,5. 216-9-26 51.56 (.) 39.3 (.5) 5,15.3 (1.2) 2,41.1.1 146,.7 212, (1.2) 216-9-27 52.1 1. 39.3.7 5,55..8 2,436.1 1.5 146,5.3 211,5 (.2) 216-9-28 52.9 1.5 39.44.4 5,4. (.3) 2,423.5 (.5) 144,5 (1.4) 2 (.7) 216-9-29 52.25 (1.2) 39.12 (.8) 5,13. 1.8 2,437.8.6 157,5 9. 211,.5 216-9-3 52.21 (.1) 39.28.4 5,3. (1.9) 2,43.8 (.3) 154, (2.2) 212,.5 216-1-1 52.21. 39.28. 5,3.. 2,43.8. 154,. 212,. 216-1-2 52.21. 39.28. 5,3.. 2,43.8. 154,. 212,. 216-1-3 51.87 (.7) 38.99 (.7) 5,7..8 2,411.7 (.8) 154,. 212,. Date COMPUTER SCIENCES ORACLE NTT DATA 종가 DoD% 216-9-14 19,9.. 216-9-15 19,9.. 216-9-16 19,9.. 216-9-17 19,9.. 216-9-18 19,9.. 216-9-19..5 216-9-2 19,95. (.25) 216-9-21 19,85. (.5) 216-9-22 19,7. (.76) 216-9-23 19,65. (.25) 216-9-24 19,65.. 216-9-25 19,65.. 216-9-26 19,6. (.25) 216-9-27 19,5. (.51) 216-9-28 19,1. (2.5) 216-9-29 19,1.. 216-9-3 18,85. (1.31) 216-1-1 18,85.. 216-1-2 18,85.. 216-1-3 18,85.. IBM HEWLETT-PACKARD ACCENTURE FUJITSU XEROX 한국사이버결제 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 9.9% 215년 2월 2일부터당사투자등급이기존 ( 기업 ) 투자등급 3단계 Hold ( 보유 ) -2% ~ +2% 기대 9.1% 4단계 (Strong Buy / Buy / Marketperform / Sell) 에서 Sell ( 매도 ) -2% 이하기대 3단계 (Buy / Hold / Sell) 로변경 합계 1.% 투자의견비율은 215. 7. 1 ~ 216. 6. 3 당사리서치센터의의견공표종목들의맨마지막공표의견을기준으로한투자등급별비중임 ( 최근 1년간누적기준. 분기별갱신 )