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

Ⅰ. 인터넷업종 FactSheet _ Weekly [216.9.27] 1. 인터넷업종지표 4. 인터넷업종시가총액 7. 인터넷업종 dod% 2. 인터넷업종컨센서스 5. Market VS. 커버리지주인터넷 / 소프트웨어성종화 2)3779-887 3. 인터넷업종주가차트 6. 모바일게임순위자료출처 : Bloomberg 216.9.26 기준 1. 인터넷업종지표 1) 밸류지표 ( 각국통화, 배 ) 216E 217E 통화전일종가목표가 EPS PER EPS PER ACTIVISION BLIZZARD USD 43.98 47.24 1.98 22.3 2.18 2.2 EA USD 83.5 88.98 3.64 22.9 4.12 2.3 NINTENDO JPY 26,675. 26,973.33 342.31 78.1 735.5 36.3 NEXON JPY 1,559. 1,812.5 67.59 23. 126.45 12.3 TENCENT CNY 213. 233.8 4.72 38.8 7.16 29.8 ZYNGA USD 2.83 3.16 2.3 123..6 46.4 DENA JPY 3,72. 3,44.46 124.76 29.7 173.36 21.3 GREE JPY 585. 569.17 37.72 15.4 25.7 23.2 GungHo Online JPY 239. 333. 35.43 6.8 32.76 7.3 GOOGLE USD 774.21 931. 34.16 22.7 4.33 19.2 YAHOO USD 42.29 43.13.49 86.7.57 74.8 FACEBOOK USD 127.31 155.5 3.95 32.2 5.12 24.9 ALIBABA USD 15.89 112.29 3.27 32.4 4.16 25.5 TWITTER USD 23.37 16.72.5 46.7.58 4.2 AMAZON USD 799.16 894.95 1.84 73.7 16.29 49.1 EBAY USD 31.67 31.37 1.89 16.8 2.8 15.3 BAIDU CNY 188.86 183.63 4.59 41.2 6.38 29.6 SOHU USD 42.86 45.99-5.28 N/A -2.93 N/A SINA USD 75.75 76.33 1.13 67. 1.89 4.1 RAKUTEN INC JPY 1,35.5 1,462.5 45.96 29.1 59.22 22.6 LINE JPY 4,74. 4,988.33 39.39 12.3 13.55 36.3 NAVER KRW 876, 921,571 24,749 35.1 33,271 26.1 카카오 KRW 82,6 99,238 1,232 66.8 2,427 33.9 엔씨소프트 KRW 284, 322, 13,12 21.6 16,59 17.2 네오위즈게임즈 KRW 13,25 19,75 999 13.1 1,47 12.5 NHN엔터테인먼트 KRW 59,7 7,778 4,537 13.1 3,663 16.2 컴투스 KRW 12,7 165,368 12,714 8. 14,232 7.1 게임빌 KRW 61,7 96,846 6,116 1. 7,343 8.4 위메이드 KRW 2,25 3,25-1,995 N/A 95 22.2 웹젠 KRW 17,55 25,5 1,27 13.7 2,29 7.9 선데이토즈 KRW 36,9 51,75 2,221 16.3 3,751 9.7 2) 성장성, 수익성지표 (%) 216E 217E 매출YoY OPM EBITDA M ROE 매출YoY OPM EBITDA M ROE ACTIVISION BLIZZARD 39.9 33.3 36. 17.5 6.3 34.7 36.1 16.5 EA 9.3 29.9 33.2 31.2 6.4 31.8 34.4 28.6 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 3.9 31.6 36.8 41.8 3.7 ZYNGA.9 2.5 7.7 1.2 11.4 5.1 11.9 3.6 DENA 8.5 17.9 24.9 8.8 13.3 22.7 29.5 11.8 GREE -15.5 15.5 18.7 8.4-1.7 16.2 19.8 5.5 GungHo Online -21.3 43.7 41.1 39. -14.3 4.1 41.4 31.2 GOOGLE 19.7 41.7 49.6 15.2 15.8 42.2 49.9 14.9 YAHOO -13.3 6.5 21.8 1.5 1.4 8.6 23.8 1.5 FACEBOOK 55.2 57.3 62.6 23.1 35. 56.4 62.7 22.4 ALIBABA 51.2 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 11.3 24.6 22.2 4.9 12.4 31.4 EBAY 4.2 31.2 38.7 3.1 4.5 31.8 39.1 3.4 BAIDU 9.7 14.5 21.7 12.2 21.7 16.6 23.4 15.4 SOHU -11.9-7.2 1.1-17.4 9.8-1.3 7.3-7.1 SINA 16.2 11. 15.8 3. 22.7 17.1 21.1 4.4 RAKUTEN INC 12.2 14.3 19.5 9.6 12.9 15.7 2.8 11.4 LINE 26.2 15.7 21.5 9.7 25.7 23.9 27.5 16.4 NAVER 25.3 27.9 31.9 31.2 16.8 32. 35.5 3.5 카카오 49. 9.8 17.1 2.9 24.4 14.3 21.6 5. 엔씨소프트 17.2 33.3 36.8 15.6 23.8 36.5 39.1 17.6 네오위즈게임즈 11.8 16.9 18. 8.2 8.8 15.9 15.6 8.5 NHN엔터테인먼트 49.7 5.1 9.8 6. 11.8 6.1 1.8 4.3 컴투스 24.8 38.5 39. 27.7 9.8 39.2 39.5 24. 게임빌 23.3 8.2 1. 17.3 21. 9.7 1.8 17.6 위메이드 -7.8 11.6 14.9-9.3 5.4 15.3 22.3 4.3 웹젠 -6.4 27.9 3.9 2.1 22.1 36.2 38.5 27.3 선데이토즈 -.9 29.4 29.9 18.9 5.2 35. 35.1 25.9

2. 인터넷업종컨센서스 매출액영업이익세전이익순이익 EBITDA NAVER 215 32,511.6 7,622. 7,83. 5,187.5 9,181.9 연결 216E 4,74.7 11,346.7 11,678.4 7,961.8 12,971.7 217E 47,545.2 15,212.2 15,379.8 1,59.4 16,875.8 216 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 3QE 1,299. 2,862.8 2,831.2 1,945.3 3,273.7 216 4QE 1,999.8 3,191.3 3,199.9 2,12.5 3,439.2 카카오 215 9,321.5 885.9 1,95.4 756.7 1,639.8 연결 216E 14,161.1 1,381.8 1,963.3 838.6 2,424.9 217E 17,623.3 2,512.3 2,87. 1,618.4 3,83.1 216 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 3QE 3,69.2 282.1 529. 155.8 466.1 216 4QE 4,39.2 461. 565. 283.7 676.4 엔씨소프트 215 8,383. 2,374.7 2,395.1 1,653.9 2,724.4 연결 216E 9,835.3 3,279.3 3,565.3 2,871.4 3,616.6 217E 12,177. 4,446.9 4,732.3 3,612.1 4,766.4 216 1Q 2,48.5 757.9 81.2 662.2 843.6 216 2Q 2,45.3 861.5 975. 96.2 942.3 216 3QE 2,299.3 738.6 792.9 599. 89.3 216 4QE 2,744.6 923.7 995.5 735.2 988.4 네오위즈게임즈 215 1,9.7 158. -142.6-26.1 24.7 연결 216E 2,16.3 364.3 36.7 221. 389. 217E 2,35. 372.7 318. 231. 366. 216 1Q 57.7 123.3 114. 78.3 128.3 216 2Q 519.1 13.6 111.1 84.2 123.3 216 3QE 53.5 64. 49. 33. N/A 216 4QE 512. 52. 53. 27.5 N/A NHN엔터테인먼트 215 6,446. -543.4 2,29.4 1,64.3-161.4 연결 216E 8,851.1 449.6 1,215. 9.7 869.2 217E 9,892.3 65.1 92.7 638.6 1,69.7 216 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 3QE 2,213.4 93.4 446.9 348.3 137.9 216 4QE 2,478.5 152.5 168.3 117.5 23.1

매출액영업이익세전이익순이익 EBITDA 컴투스 215 4,335.3 1,659.3 1,77.4 1,258.2 1,691.2 연결 216E 5,419.7 2,87. 2,163.9 1,627. 2,113.7 217E 5,952.6 2,336.4 2,427. 1,827. 2,35.9 216 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 3QE 1,317.2 454.8 469.6 353. 455.7 216 4QE 1,492.1 562.2 734.8 445.3 871.2 게임빌 215 1,523. 32.4 289.7 2.6 74.6 연결 216E 1,842.7 151.5 495.4 399.2 184.4 217E 2,23. 216.9 67.4 48.8 24.5 216 1Q 48.2 46.9 14.5 116.5 57.2 216 2Q 432.2 22.4 111.6 92. 31.9 216 3QE 471.8 34.5 125.4 92.3 56.8 216 4QE 525.9 48.4 127. 13.2 69.1 위메이드 215 1,265.9-116.6-1,53.1-1,73.5-12.6 연결 216E 1,29.7 14.6-445.7-334. 18.2 217E 1,274.8 195.3 192.1 151.8 284.8 216 1Q 32. 4.8-386.3-293.5 27.8 216 2Q 259.2.4-138.7-11.6 22.2 216 3QE 276.3 17.8 38.7-3. 39.3 216 4QE 316.5 48.8 66.1 15.3 47.8 웹젠 215 2,419.9 744.9 658.5 64.9 64.9 연결 216E 4,74.7 11,346.7 11,678.4 7,961.8 7,931.8 217E 47,545.2 15,212.2 15,379.8 1,59.4 1,566.8 216 1Q 6.5 17.3 173.1 124.2 124.2 216 2Q 538.7 146.6 147.9 114. 114. 216 3QE 551. 15. N/A 11. 11. 216 4QE 661. 189. N/A 117. 117. 선데이토즈 215 796.6 255.1 274.7 23.9 23.9 연결 216E 4,74.7 11,346.7 11,678.4 7,961.8 7,931.8 217E 47,545.2 15,212.2 15,379.8 1,59.4 1,566.8 216 1Q 167.8 43.6 47.7 38.4 38.4 216 2Q 155. 33.2 36.6 33.2 33.2 216 3QE 212.7 61.7 65. 5. 5. 216 4QE 328.3 114. 123. 9. 9.

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 32,61 359,49 EA USD 25,114 276,855 NINTENDO JPY 3,779,21 417,272 NEXON JPY 68,926 75,187 TENCENT HKD 2,16,351 2,88,435 ZYNGA USD 2,496 27,519 DENA JPY 561,13 61,946 GREE JPY 141,259 15,597 GungHo Online JPY 227,553 25,126 GAME LOFT EUR 686.7146 8,547 GOOGLE USD 541,174 5,965,91 YAHOO USD 4,251 443,726 FACEBOOK USD 365,549 4,29,81 ALIBABA USD 264,225 2,912,815 TWITTER USD 16,54 182,332 AMAZON USD 378,861 4,176,559 EBAY USD 35,756 394,174 BAIDU USD 65,393 72,89 SOHU USD 1,66 18,296 SINA USD 5,292 58,338 Rakuten JPY 1,933,927 213,54 LINE JPY 1,28,483 113,563 NAVER KRW 28,875,38 288,753 NHN엔터테인먼트 KRW 1,168,32 11,68 카카오 KRW 5,576,486 55,765 엔씨소프트 KRW 6,227,842 62,278 네오위즈게임즈 KRW 29,374 2,94 컴투스 KRW 1,28,483 113,563 게임빌 KRW 1,321,381 13,214 위메이드 KRW 42,431 4,24 웹젠 KRW 34,2 3,42 선데이토즈 KRW 619,76 6,197

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) 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 16/7 6 13/1 13/7 14/1 14/7 15/1 15/7 16/1 16/7 (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 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 _ 216.9.27 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% 216-9-7 43.4 (.3) 82.8 (1.3) 24,695 4.9 1,461 (2.2) 213.2 (.8) 2.8 (.7) 216-9-8 43.3 (.2) 82.2 (.7) 27,955 13.2 1,5 2.7 215..8 2.9 3.3 216-9-9 42.3 (2.3) 79.9 (2.8) 27,625 (1.2) 1,475 (1.7) 213.8 (.6) 2.7 (4.2) 216-9-1 42.3. 79.9. 27,625. 1,475. 213.8. 2.7. 216-9-11 42.3. 79.9. 27,625. 1,475. 213.8. 2.7. 216-9-12 43.5 2.8 8.8 1.2 26,69 (3.4) 1,458 (1.2) 27. (3.2) 2.8 4. 216-9-13 43.4 (.1) 8.9. 25,625 (4.) 1,477 1.3 28..5 2.9.7 216-9-14 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) Date EA NINTENDO NEXON TENCENT 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-9-7 3,255 1.2 556 (3.) 256..8 88. (.) 44.4 (.8) 131.1 1. 216-9-8 3,6 1.6 54 (2.9) 255. (.4) 82.8 (.6) 44.4. 13.3 (.6) 216-9-9 3,485 (3.2) 564 4.4 256..4 788.5 (1.8) 42.9 (3.2) 127.1 (2.4) 216-9-1 3,485. 564. 256.. 788.5. 42.9. 127.1. 216-9-11 3,485. 564. 256.. 788.5. 42.9. 127.1. 216-9-12 3,535 1.4 551 (2.3) 25. (2.3) 798.8 1.3 43.5 1.3 128.7 1.3 216-9-13 3,495 (1.1) 551. 253. 1.2 788.7 (1.3) 43. (1.) 127.2 (1.2) 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) Date BLIZZARD DENA GREE GungHo ALIBABA TWITTER AMAZON 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-9-7 12.3 (1.4) 19.9 (.3) 784.5 (.6) 32.5.3 189.2. 41.8 (2.) 216-9-8 12.6.2 18.7 (5.9) 784.1 (.1) 32.7.6 187.5 (.9) 41.5 (.5) 216-9-9 99.6 (2.9) 18.1 (3.2) 76.1 (3.1) 31.9 (2.5) 182.1 (2.9) 41.4 (.2) 216-9-1 99.6. 18.1. 76.1. 31.9. 182.1. 41.4. 216-9-11 99.6. 18.1. 76.1. 31.9. 182.1. 41.4. 216-9-12 1.8 1.2 18.2.2 771.5 1.5 32.5 1.9 184.1 1.1 42.5 2.4 216-9-13 1.3 (.5) 17.8 (2.1) 761. (1.4) 31.9 (1.8) 181.9 (1.2) 42.9 1.1 216-9-14 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) GOOGLE EBAY YAHOO BAIDU ZYNGA FACEBOOK SOHU

Date 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-9-7 77.3 (2.3) 1,429. 7.2 4,53.. 872, 3.4 58,7 (1.5) 8, (1.5) 216-9-8 77.1 (.2) 1,373.5 (3.9) 4,515.5 (.3) 869, (.3) 59,1.7 81,8 2.3 216-9-9 75.1 (2.6) 1,385.5.9 4,61. 2.1 847, (2.5) 58,9 (.3) 8,6 (1.5) 216-9-1 75.1. 1,385.5. 4,61.. 847,. 58,9. 8,6. 216-9-11 75.1. 1,385.5. 4,61.. 847,. 58,9. 8,6. 216-9-12 76.1 1.4 1,356.5 (2.1) 4,459.5 (3.3) 84, (.8) 57,5 (2.4) 79,9 (.9) 216-9-13 74. (2.9) 1,352. (.3) 4,52.5 1.4 841,.1 57,4 (.2) 8,5.8 216-9-14 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) Date 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-9-7 28,5.5 12,75 (2.7) 11,8 (1.5) 65,8 (2.5) (1.) 17,3 (.6) 216-9-8 279,5 (.4) 12,9 1.2 112,4 1.4 66,6 1.2 19,7 (1.5) 17,35.3 216-9-9 274, (2.) 13,.8 19,5 (2.6) 65, (2.4) 19,35 (1.8) 16,95 (2.3) 216-9-1 274,. 13,. 19,5. 65,. 19,35. 16,95. 216-9-11 274,. 13,. 19,5. 65,. 19,35. 16,95. 216-9-12 271, (1.1) 12,55 (3.5) 15,5 (3.7) 65,. 19,5 (1.6) 16,6 (2.1) 216-9-13 272,5.6 13,1 4.4 12,3 (3.) 63,6 (2.2) 19,2.8 16,75.9 216-9-14 272,5. 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) Date 종가 DoD% 216-9-7 35, (1.8) 216-9-8 34,7 (.9) 216-9-9 35,4 2. 216-9-1 35,4. 216-9-11 35,4. 216-9-12 36,15 2.1 216-9-13 36,4.7 216-9-14 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.) SINA RAKUTEN LINE NAVER NHN엔터테인먼트 엔씨소프트 선데이토즈 네오위즈게임즈컴투스게임빌위메이드 카카오 웹젠

Ⅱ.IT 서비스업종 FactSheet _ Weekly [216.9.27] 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 216.9.26 기준 1. IT 서비스업종지표 1) 밸류지표 ( 단위 : 주가기준통화, 배 ) ( 각국통화, 배 ) 216E 217E 통화전일종가목표가 EPS PER EPS PER IBM USD 153.98 157.55 13.51 11.4 14.11 1.9 HP USD 15.2 15.32 1.61 9.3 1.6 9.4 액센추어 USD 113.73 123.95 5.37 21.2 5.83 19.5 후지쯔 JPY 539.5 557.14 39.39 13.4 53.31 9.9 제록스 USD 9.98 11.39 1.13 8.8 1.14 8.7 캡제미니 EUR 87.16 98.6 5.35 16.3 5.8 15. 컴퓨터사이언시스 USD 51.56 52.3 2.82 18.3 3.33 15.5 오라클 USD 39.3 45.3 2.64 14.8 2.89 13.5 NTT 데이터 JPY 5,5. 6,194.44 22.97 22.7 241.22 2.8 타타컨설턴시서비스 INR 2,41.1 2,577.26 133.27 18. 146.86 16.4 삼성에스디에스 KRW 146, 196,636 6,352 22.8 6,545 22.2 SK C&C KRW 212, 37, 19,26 11. 21,32 9.8 NHN한국사이버결제 KRW 19,6 26, 719 26.9 999 19.4 2) 성장성, 수익성지표 ( 단위 : %) (%) 216E 217E 매출YoY OPM EBITDA M% ROE 매출YoY OPM EBITDA M% ROE IBM -2.6 18.5 23.8 79.7 -.3 19.8 25.6 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. 6.8 14.8 16.8 46.5 후지쯔 -5.4 2.6 6.4 9.8.6 3.5 7.3 12.4 제록스 -3.2 9. 15.6 9.6 -.5 9.5 16.4 11.4 캡제미니 6.7 1.7 13.2 12.7 4. 11.3 13.7 13. 컴퓨터사이언시스 8.9 7.8 16. 16.9 1.3 9.4 17.8 17.4 오라클 1.9 42.4 44.8 24.5 2.4 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 33.1 1.5 26. 27.6 3.9 삼성에스디에스 -.3 7.8 12.3 1.2 9. 7.9 12. 9.6 SK C&C 19. 6.6 12. 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 8,444. 6,294.3 7,16.3 4,913.8 9,933. 217E 87,697.4 6,946.1 7,365.4 5,63.2 1,544.5 216 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 2,44.1 1,62.1 1,778.5 1,21.1 2,514.1 216 4QE 22,13.4 1,836.8 1,91.7 1,32.2 2,66.5 SK C&C 215 395,697.8 14,32.6 62,388.5 53,459.8 36,35.3 연결 216E 874,694.4 57,685.8 5,837.3 13,544.5 14,573.8 217E 936,686.7 6,54.9 53,696.6 15,25.5 16,33.9 216 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 217,96.7 12,876.4 12,253.9 3,9.2 26,269.1 216 4QE 234,365.5 13,178.9 12,75.1 3,9.2 26,488.4 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 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 147,181 1,622,522 Hewlett-Packard USD 25,697 283,288 Accenture JPY 76,661 8,465 Fujitsu JPY 1,116,775 123,312 Xerox HKD 1,113 111,483 Cap Gemini USD 15,7 186,774 Computer Sciences JPY 7,24 79,818 Oracle JPY 16,243 1,766,522 NTT DATA JPY 1,416,525 156,41 Tata Consultancy Services EUR 4,731,195 786,859 삼성에스디에스 KRW 11,297,159 112,972 SK C&C KRW 14,916,383 149,164 NHN한국사이버결제 KRW 354,255 3,543

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 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% 216-9-7 161.64.8 14.56.4 115.12 (.2) 532.2 (.8) 9.88.8 88.45.3 216-9-8 159. (1.6) 14.5 (.4) 112.3 (2.4) 529.1 (.6) 9.9.2 87.79 (.7) 216-9-9 155.69 (2.1) 13.95 (3.8) 11.39 (1.7) 533.2.8 9.59 (3.1) 86.94 (1.) 216-9-1 155.69. 13.95. 11.39. 533.2. 9.59. 86.94. 216-9-11 155.69. 13.95. 11.39. 533.2. 9.59. 86.94. 216-9-12 158.29 1.7 14.49 3.9 112.76 2.1 528.1 (1.) 9.81 2.3 85.73 (1.4) 216-9-13 155.81 (1.6) 14.18 (2.1) 11.53 (2.) 528.1. 9.79 (.2) 85.43 (.3) 216-9-14 154.5 (1.1) 14.27.6 19.8 (.7) 522.4 (1.1) 9.73 (.6) 85.84.5 216-9-15 155.66 1. 14.5 1.6 11.72.8 526.6.8 9.81 85.24 (.7) 216-9-16 153.84 (1.2) 14.53.2 19.88 (.8) 524.8 (.3) 9.8 (.1) 85.29.1 216-9-17 153.84. 14.53. 19.88. 524.8. 9.8. 85.29. 216-9-18 153.84. 14.53. 19.88. 524.8. 9.8. 85.29. 216-9-19 154.87.7 14.56.2 11.5.6 524.8. 9.85.5 87.28 2.3 216-9-2 154.45 (.3) 14.54 (.1) 11.7.2 536.2 2.2 9.81 (.4) 86.87 (.5) 216-9-21 155.53.7 14.99 3.1 111.7.9 547. 2. 9.94 1.3 86.94.1 216-9-22 156.11.4 15.12.9 113.66 1.8 547.. 1.1.7 87.77 1. 216-9-23 154.98 (.7) 15.9 (.2) 113.9 (.5) 539.4 (1.4) 9.92 (.9) 87.64 (.1) 216-9-24 154.98. 15.9. 113.9. 539.4. 9.92. 87.64. 216-9-25 154.98. 15.9. 113.9. 539.4. 9.92. 87.64. 216-9-26 153.98 (.6) 15.2 (.5) 113.73.6 539.5. 9.98.6 87.16 (.5) Date 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-9-7 47.74 (.5) 41.25. 5,36. (.6) 2,44.55 (1.8) 153,5 (.3) 218,5 3.1 216-9-8 47.1 (1.3) 4.72 (1.3) 5,44. 1.5 2,322.1 (4.9) 151, (1.6) 213,5 (2.3) 216-9-9 46.42 (1.4) 4.3 (1.7) 5,35. (1.7) 2,352.45 1.3 149, (1.3) 212,5 (.5) 216-9-1 46.42. 4.3. 5,35.. 2,352.45. 149,. 212,5. 216-9-11 46.42. 4.3. 5,35.. 2,352.45. 149,. 212,5. 216-9-12 47.19 1.7 4.68 1.6 5,28. (1.3) 2,359.5.3 144, (3.4) 27,5 (2.4) 216-9-13 45.83 (2.9) 4.18 (1.2) 5,32..8 2,359.5. 144,5.3 26, (.7) 216-9-14 46.3 1. 4.25.2 5,26. (1.1) 2,328.45 (1.3) 144,5. 26,. 216-9-15 48.46 4.7 4.86 1.5 5,18. (1.5) 2,326.95 (.1) 144,5. 26,. 216-9-16 48.89.9 38.92 (4.7) 5,18.. 2,361.7 1.5 144,5. 26,. 216-9-17 48.89. 38.92. 5,18.. 2,361.7. 144,5. 26,. 216-9-18 48.89. 38.92. 5,18.. 2,361.7. 144,5. 26,. 216-9-19 49.79 1.8 39.23.8 5,18.. 2,411.45 2.1 147, 1.7 27,.5 216-9-2 49.31 (1.) 39.7 (.4) 5,21..6 2,46.5 (.2) 144,5 (1.7) 28,.5 216-9-21 51.36 4.2 39.51 1.1 5,18. (.6) 2,413.4.3 143, (1.) 28,5.2 216-9-22 51.87 1. 39.51. 5,18.. 2,378. (1.5) 144,5 1. 29,5.5 216-9-23 51.57 (.6) 39.23 (.7) 5,11. (1.4) 2,398.1.8 145,.3 214,5 2.4 216-9-24 51.57. 39.23. 5,11.. 2,398.1. 145,. 214,5. 216-9-25 51.57. 39.23. 5,11.. 2,398.1. 145,. 214,5. 216-9-26 51.56 (.) 39.3 (.5) 5,5. (1.2) 2,41.1.1 146,.7 212, (1.2) Date 한국사이버결제 종가 DoD% 216-9-7 19,8. (.75) 216-9-8 19,35. (2.27) 216-9-9 2,5. 3.62 216-9-1 2,5.. 216-9-11 2,5.. 216-9-12 19,35. (3.49) 216-9-13 19,9. 2.84 216-9-14 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) 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 9.9% 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 )