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

Ⅰ. 인터넷업종 FactSheet _ Weekly [216.6.28] 1. 인터넷업종지표 4. 인터넷업종시가총액 7. 인터넷업종 dod% 2. 인터넷업종컨센서스 5. Market VS. 커버리지주인터넷 / 소프트웨어성종화 2)3779-887 3. 인터넷업종주가차트 6. 모바일게임순위자료출처 : Bloomberg 216.6.27 기준 1. 인터넷업종지표 1) 밸류지표 ( 각국통화, 배 ) 216E 217E 통화전일종가목표가 EPS PER EPS PER ACTIVISION BLIZZARD USD 36.15 42.95 1.85 19.5 2.14 16.9 EA USD 71.5 84.72 3.58 2. 4.6 17.6 NINTENDO JPY 13,865. 19,973.33 26.19 53.3 55.72 27.4 NEXON JPY 1,518. 1,963.75 96.86 15.7 14.41 1.8 TENCENT CNY 17.9 197.3 4.48 32.7 6.77 25.5 ZYNGA USD 2.32 3. 2.1 11.5.6 4. DENA JPY 2,215. 2,613.85 128.78 17.2 16.61 13.8 GREE JPY 562. 651. 32.56 17.3 34.12 16.5 GungHo Online JPY 276. 35. 36.17 7.6 29.33 9.4 GAME LOFT EUR 7.78 7.87.15 51.9.22 35.2 GOOGLE USD 668.26 894.67 33.25 2.1 39.3 17.1 YAHOO USD 35.22 41.75.5 7..58 6.9 FACEBOOK USD 18.97 146.31 3.58 3.4 4.62 23.6 ALIBABA USD 74.23 96.78 3.14 23.7 4.9 18.4 TWITTER USD 15.84 18.1.52 3.8.67 23.7 AMAZON USD 691.36 818.72 1.56 65.5 15.79 43.8 EBAY USD 22.72 27.68 1.86 12.2 2.4 11.1 BAIDU CNY 156.92 196.35 5.63 28.2 8.3 19.8 SOHU USD 35.84 54.33-3.48 N/A -.58 N/A SINA USD 48.83 6.88.8 6.9 1.5 32.6 Rakuten JPY 1,44. 1,514.62 49.3 21.3 62.2 16.8 NAVER KRW 7 837,3 23,621 3.1 3,978 22.9 카카오 KRW 91,6 119,68 2,24 45.3 3,294 27.8 엔씨소프트 KRW 226,5 36,8 12,19 18.6 15,824 14.3 네오위즈게임즈 KRW 13,5 21,2 96 14.1 1,59 12.8 NHN엔터테인먼트 KRW 62,4 69,77 2,481 25.2 2,558 24.4 컴투스 KRW 125,4 177,813 13,972 9. 14,946 8.4 게임빌 KRW 83,7 15,467 6,521 12.8 7,374 11.4 위메이드 KRW 21,7 35,143 2,397 15.2 1,73 2.2 웹젠 KRW 17,45 32, 2,13 8.3 3,75 5.7 선데이토즈 KRW 29, 52, 2,477 11.7 3,527 8.2 2) 성장성, 수익성지표 (%) 216E 217E 매출YoY OPM EBITDA M ROE 매출YoY OPM EBITDA M ROE ACTIVISION BLIZZARD 35.5 32.5 35. 16.1 9.5 34.6 36.7 16.3 EA 8.8 29.5 32.6 3. 6. 32. 34.3 27.9 NINTENDO 1.2 8.9 9.8 2.9 38.7 12.5 13.4 5.1 NEXON 3.6 28.2 3.9 11.5 4.1 36.2 38.6 14. TENCENT 39.7 38. 43.2 29.7 27. 37.7 42.3 29.7 ZYNGA 4.2 1.6 6.3 1.5 1.4 4.9 1.3 3.9 DENA 9.7 18. 25.8 9. 1.1 21.3 28.2 1.8 GREE -5.8 18.7 21.2 7.3-1.3 2.3 22.6 7.3 GungHo Online -19.8 44. 42.1 33.1-13.1 41.3 42.4 28.7 GAME LOFT 6.1 7.7 14.7 11.9 8.7 1.2 16.4 13.9 GOOGLE 17.6 41.4 49.6 16. 15.6 42.2 49.8 16.2 YAHOO -13.1 5.6 21.4 1.5 1.9 7.6 23.6 1.6 FACEBOOK 49. 55.4 61.9 17.5 33.4 54.8 6.4 18.5 ALIBABA 44.2 26.3 45.1 18.4 28.2 29.8 43.9 19.6 TWITTER 22.8 15.7 26.9 7.8 19.7 11.2 28.2 9.3 AMAZON 25.4 3.6 11.3 23.5 21. 4.9 12.4 26.2 EBAY 2.8 3.9 39.2 29.7 4.1 31.7 4.1 3.1 BAIDU 15.2 16.6 23.1 14. 23.5 19.7 25.5 17.2 SOHU -6. -.6 6.3-8.4 12.6 3.9 12.9 -.6 SINA 1.9 6.6 12.5 2.3 17.5 11.5 16.2 3.4 Rakuten 14.3 15.2 19.8 1.5 13.5 16.5 2.8 11.9 NAVER 21.8 27.8 31.5 3. 14.9 31.1 34.6 29.8 카카오 48.4 14.5 2.3 4.7 26.1 18.4 23.5 6.7 엔씨소프트 18.6 32.7 36.1 14.5 2. 36.1 38.7 17. 네오위즈게임즈 11. 17.1 21.2 8.4 3.4 15.9 2.5 7.6 NHN엔터테인먼트 51.2 2.2 8.4 4. 9.9 4.6 9.3 3.3 컴투스 28. 41.8 42. 3.3 8. 41.3 41.3 24.9 게임빌 25.8 1.5 11.6 18.2 17.3 11.5 12.5 17.3 위메이드 1. 1.8 17.8.1 5.3 15.2 21. 4.8 웹젠 18.6 32.5 34.8 3.4 2.9 37.7 39.4 32.2 선데이토즈 6.9 31.1 29.5 2.6 37.7 33.1 32. 23.6

2. 인터넷업종컨센서스 매출액영업이익세전이익순이익 EBITDA NAVER 215 32,511.6 7,622. 7,83. 5,187.5 9,181.9 연결 216E 39,585.3 1,991.2 1,942. 7,553.6 12,48.7 217E 45,465.5 14,147.9 14,338.7 9,882.3 15,745. 216 1Q 9,372.8 2,568.3 2,89.6 1,82.4 2,949.1 216 2QE 9,775.1 2,639.4 2,543.6 1,771.7 2,943.5 216 3QE 1,51.5 2,75.8 2,677.5 1,824.6 2,911.2 216 4QE 1,682.4 2,951.8 2,853.2 1,963.3 3,91.2 카카오 215 9,321.5 885.9 1,19.2 756.7 1,746.5 연결 216E 14,17. 2,44.5 2,63. 1,347. 2,867.8 217E 17,788.4 3,281. 3,893.3 2,23.2 4,18.6 216 1Q 2,424.8 21.9 356. 19.5 425.8 216 2QE 3,66.5 457. 459. 232.5 569.9 216 3QE 3,84.5 553. 753. 317.1 653.2 216 4QE 4,192.8 72.5 1,66. 49.1 812.8 엔씨소프트 215 8,383. 2,374.7 2,395.1 1,653.9 2,724.4 연결 216E 9,951.8 3,256.8 3,474.6 2,666.1 3,596. 217E 11,946. 4,311.6 4,53.9 3,462.6 4,617.3 216 1Q 2,48.5 757.9 739.2 662.4 843.6 216 2QE 2,323.4 752.6 87. 596.4 81.3 216 3QE 2,4.1 772. 786.1 595.7 741.1 216 4QE 2,845.8 983. 982.6 744.6 973.4 네오위즈게임즈 215 1,9.7 158. 179.3-22. 296.3 연결 216E 2,144.3 367.3 361.5 213.3 454. 217E 2,217. 352.5 362. 232.3 453.8 216 1Q 57.7 123.3 5. 79.3 128.3 216 2QE 561. 125. 94. 73.7 94.8 216 3QE 513. 84.3 52.5 38.3 67.5 216 4QE 525. 78.5 48.5 33.3 99.3 NHN엔터테인먼트 215 6,446. -543.4 1,141.8 1,64.3-261.9 연결 216E 8,939.3 199.1 79.1 53. 753.2 217E 9,824.2 451.3 717.8 482.4 917.2 216 1Q 2,36.2 92. -66.1 245.1 184.8 216 2QE 2,184. 4.3 179.8 87.3 173.7 216 3QE 2,25.3 54.3 247.6 172.4 161.1 216 4QE 2,452.1 91. 238.4 117.1 242.5

매출액영업이익세전이익순이익 EBITDA 컴투스 215 4,335.3 1,659.3 1,77.4 1,258.2 1,691.2 연결 216E 5,558.5 2,325.5 2,379.2 1,79.4 2,336.2 217E 6,3.1 2,48.1 2,549.3 1,914.4 2,478.8 216 1Q 1,351.4 597.8 536. 464.4 65.7 216 2QE 1,36.7 564. 597.6 437. 515.6 216 3QE 1,434. 593.7 545.6 454.5 448.2 216 4QE 1,463.5 594.5 631. 455.5 424.5 게임빌 215 1,523. 32.4 3.8 2.4 36.5 연결 216E 1,88.6 197.1 552. 426.9 219. 217E 2,25.1 253.7 632.5 482.4 275.8 216 1Q 48.2 46.9 111.9 116.5 57.2 216 2QE 441.4 48.8 135.3 99. 57.9 216 3QE 492.2 51. 143. 14.8 68.5 216 4QE 538.9 61.6 151.8 18.2 72.5 위메이드 215 1,265.9-116.6-22.2-1,239.2 22.8 연결 216E 1,325.3 142.7-64.6 59.2 235.7 217E 1,396. 212.8 29.6 179.7 292.5 216 1Q 32. 4.8 13.3-297.5 27.8 216 2QE 318.3 3.8 24.2 21. 42.1 216 3QE 335.2 39.5 44.5 39.8 56.2 216 4QE 342.7 43.8 51.7 34.8 59.6 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 934. 29.6 314. 237. 237. 217E 1,285.9 426.1 457.8 338.5 338.5 216 1Q 167.8 43.6 52. 39. 39. 216 2QE 165.1 41.6 N/A 31.5 31.5 216 3QE 251. 77.2 N/A 63. 63. 216 4QE 321.7 18.7 N/A 9.5 9.5

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 8 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 '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 28 18 '12.1.1=1 38 8 '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 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 26,745 316,28 EA USD 21,549 254,773 NINTENDO JPY 1,964,241 228,714 NEXON JPY 662,29 77,17 TENCENT HKD 1,67,775 2,45,27 ZYNGA USD 2,27 23,965 DENA JPY 334,44 38,896 GREE JPY 135,483 15,776 GungHo Online JPY 291,978 33,998 GAME LOFT EUR 678 8,849 GOOGLE USD 462,898 5,472,847 YAHOO USD 33,456 395,552 FACEBOOK USD 311,687 3,685,81 ALIBABA USD 185,224 2,189,98 TWITTER USD 11,118 131,449 AMAZON USD 326,23 3,856,698 EBAY USD 26,13 38,617 BAIDU USD 54,334 642,386 SOHU USD 1,386 16,387 SINA USD 3,411 4,332 Rakuten JPY 1,494,665 174,37 NAVER KRW 23,43,53 234,35 NHN엔터테인먼트 KRW 1,22,858 12,29 카카오 KRW 6,179,161 61,792 엔씨소프트 KRW 4,966,923 49,669 네오위즈게임즈 KRW 295,853 2,959 컴투스 KRW 1,613,449 16,134 게임빌 KRW 545,923 5,459 위메이드 KRW 364,56 3,646 웹젠 KRW 616,175 6,162 선데이토즈 KRW 277,525 2,775

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, 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 4,, 3,, 2,, 1,, 14.9 15.3 15.9 16.3

TWITTER AMAZON 6, 6, 4, 5,, 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 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 _ 216.6.28 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% 216-6-8 38.1 (.) 76.3 (1.3) 16,31.4 1,766 (.3) 175.9 (.4) 2.6. 216-6-9 38.5 1.1 76.3 (.) 16,285 (.2) 1,79 (3.2) 175.9. 2.6.4 216-6-1 37.8 (2.) 75.3 (1.3) 16,65 (1.4) 1,678 (1.9) 175.1 (.5) 2.7 1.1 216-6-11 37.8. 75.3. 16,65. 1,678. 175.1. 2.7. 216-6-12 37.8. 75.3. 16,65. 1,678. 175.1. 2.7. 216-6-13 37.6 (.4) 74.2 (1.4) 15,355 (4.4) 1,61 (4.6) 169.5 (3.2) 2.5 (4.2) 216-6-14 38.4 2.1 74.5.4 15,225 (.8) 1,569 (2.) 168.3 (.7) 2.6 3.5 216-6-15 38.3 (.2) 74.4 (.2) 15,55 (1.1) 1,596 1.7 173. 2.8 2.6.4 216-6-16 39. 1.8 75..8 14,65 (2.7) 1,575 (1.3) 168.8 (2.4) 2.5 (3.8) 216-6-17 38.1 (2.4) 74.5 (.6) 14,685.2 1,571 (.3) 168.9.1 2.5 (3.1) 216-6-18 38.1. 74.5. 14,685. 1,571. 168.9. 2.5. 216-6-19 38.1. 74.5. 14,685. 1,571. 168.9 2.5. 216-6-2 38.7 1.6 75.3 1.1 14,97 1.9 1,61 1.9 17.7 1.1 2.6 4.5 216-6-21 38.7 (.1) 75.5.3 15,9.8 1,595 (.4) 172.9 1.3 2.6.8 216-6-22 38.3 (.9) 74.8 (.9) 14,875 (1.4) 1,567 (1.7) 177.1 2.4 2.5 (1.9) 216-6-23 38.9 1.6 76.1 1.7 14,925.3 1,596 1.8 176.1 (.6) 2.6.4 216-6-24 37. (5.) 73.2 (3.7) 13,8 (7.5) 1,487 (6.8) 173.8 (1.3) 2.4 (4.7) 216-6-25 37.. 73.2. 13,8. 1,487. 173.8. 2.4. 216-6-26 37.. 73.2. 13,8. 1,487. 173.8. 2.4. 216-6-27 36.2 (2.2) 71.5 (2.3) 13,865.5 1,513 1.7 17.9 (1.7) 2.3 (4.5) Date 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-6-8 2,366 2.6 663 3. 37.. 742.9 1.6 37..7 118.4.5 216-6-9 2,371.2 644 (2.9) 34. (1.) 742.5 (.1) 37.4 1. 118.6.1 216-6-1 2,357 (.6) 629 (2.3) 34.. 733.2 (1.3) 36.8 (1.4) 116.6 (1.6) 216-6-11 2,357. 629. 34.. 733.2. 36.8. 116.6. 216-6-12 2,357. 629. 34.. 733.2. 36.8. 116.6. 216-6-13 2,28 (3.3) 68 (3.3) 32. (.7) 731.9 (.2) 36.5 (1.) 114. (2.3) 216-6-14 2,237 (1.9) 591 (2.8) 292. (3.3) 733.3.2 37.4 2.6 114.9.9 216-6-15 2,297 2.7 594.5 294..7 732.2 (.1) 37.3 (.2) 114.6 (.3) 216-6-16 2,22 (3.4) 574 (3.4) 295..3 724.3 (1.1) 37.4.2 114.4 (.2) 216-6-17 2,24.9 58 1. 297..7 74.3 (2.8) 36.9 (1.2) 113. (1.2) 216-6-18 2,24. 58. 297.. 74.3. 36.9. 113.. 216-6-19 2,24. 58. 297.. 74.3. 36.9. 113.. 216-6-2 2,269 1.3 592 2.1 3. 1. 76.1.3 37.3.9 113.4.3 216-6-21 2,292 1. 591 (.2) 32..7 78.9.4 37.4.3 114.4.9 216-6-22 2,226 (2.9) 588 (.5) 294. (2.6) 71.5.2 37.4 (.1) 113.9 (.4) 216-6-23 2,272 2.1 594 1. 297. 1. 714.9.6 37.8 1.1 115.1 1. 216-6-24 2,12 (6.7) 551 (7.2) 272. (8.4) 685.2 (4.2) 36.2 (4.1) 112.1 (2.6) 216-6-25 2,12. 551. 272.. 685.2. 36.2. 112.1. 216-6-26 2,12. 551. 272.. 685.2. 36.2. 112.1. 216-6-27 2,215 4.5 562 2. 276. 1.5 681.1 (.6) 35.2 (2.8) 19. (2.8) 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% 216-6-8 77.6 (.3) 15. (.3) 726.6.4 24.2 (.2) 168.7 (1.3) 41. (.2) 216-6-9 77.6 (.1) 14.6 (2.3) 727.7.1 24.3.4 169..2 4.6 (1.) 216-6-1 75.9 (2.1) 14. (4.) 717.9 (1.3) 24.1 (1.1) 164.3 (2.8) 39.7 (2.2) 216-6-11 75.9. 14.. 717.9. 24.1. 164.3. 39.7. 216-6-12 75.9. 14.. 717.9. 24.1. 164.3. 39.7. 216-6-13 75.5 (.6) 14.6 3.8 715.2 (.4) 23.9 (.7) 163.6 (.4) 39. (1.8) 216-6-14 77.8 3.1 15.4 5.6 719.3.6 23.9 (.) 16.8 (1.7) 39.1.3 216-6-15 78.4.8 16. 3.9 714.3 (.7) 24..3 161..1 39.1 (.1) 216-6-16 78.3 (.2) 15.9 (.6) 717.5.5 23.9 (.5) 165.5 2.8 38.6 (1.2) 216-6-17 77. (1.6) 16.1 1.4 76.4 (1.5) 23.8 (.3) 162.7 (1.7) 39.1 1.3 216-6-18 77.. 16.1. 76.4. 23.8. 162.7. 39.1. 216-6-19 77.. 16.1. 76.4. 23.8. 162.7. 39.1. 216-6-2 78.2 1.5 16.3 1.5 714. 1.1 24.6 3.3 166.5 2.4 39.2.3 216-6-21 78.6.6 16.3 (.1) 715.8.3 24.7.5 162.8 (2.2) 38.4 (1.9) 216-6-22 78.7.1 16.1 (1.2) 71.6 (.7) 24.3 (1.5) 162.2 (.4) 38.5.2 216-6-23 79.1.5 17. 5.6 722.1 1.6 24.9 2.1 163.9 1. 39. 1.1 216-6-24 76.3 (3.6) 16.4 (3.5) 699. (3.2) 23.1 (6.9) 159.1 (2.9) 37.4 (4.) 216-6-25 76.3. 16.4. 699.. 23.1. 159.1. 37.4. 216-6-26 76.3. 16.4. 699.. 23.1. 159.1. 37.4. 216-6-27 74.2 (2.7) 15.8 (3.6) 691.4 (1.1) 22.7 (1.8) 156.9 (1.4) 35.8 (4.2) GOOGLE EBAY YAHOO BAIDU ZYNGA SOHU

Date 엔씨소프트 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-6-8 53.3 (1.3) 1,187..2 722, 2.1 62,2.3 97, (1.2) 235,5. 216-6-9 53. (.5) 1,17. (1.4) 7 (.3) 61,8 (.6) 95,2 (1.9) 231,5 (1.7) 216-6-1 52.2 (1.4) 1,127. (3.7) 7. 64,7 4.7 94,9 (.3) 234, 1.1 216-6-11 52.2. 1,127.. 7. 64,7. 94,9. 234,. 216-6-12 52.2. 1,127.. 7. 64,7. 94,9. 234,. 216-6-13 5.9 (2.5) 1,79.5 (4.2) 697, (3.2) 62,9 (2.8) 93,8 (1.2) 232,5 (.6) 216-6-14 51..2 1,63.5 (1.5) 697,. 65,2 3.7 94,1.3 23, (1.1) 216-6-15 5.6 (.7) 1,64.. 697,. 64,1 (1.7) 92,8 (1.4) 225,5 (2.) 216-6-16 49.8 (1.6) 1,37.5 (2.5) 71,.6 63,7 (.6) 91,2 (1.7) 22,5 (2.2) 216-6-17 49.3 (1.1) 1,39.5.2 689, (1.7) 63,5 (.3) 91,3.1 218,5 (.9) 216-6-18 49.3. 1,39.5. 689,. 63,5. 91,3. 218,5. 216-6-19 49.3. 1,39.5. 689,. 63,5. 91,3. 218,5. 216-6-2 49.3 (.) 1,6. 2. 692,.4 64,5 1.6 94,9 3.9 224,5 2.7 216-6-21 49. (.6) 1,71.5 1.1 697,.7 64,7.3 93,8 (1.2) 225,.2 216-6-22 49.4.8 1,79..7 73, 4.7 65,.5 94,2.4 227,5 1.1 216-6-23 51.4 4.2 1,11.5 2.9 747, 2.3 64,7 (.5) 93,2 (1.1) 229,5.9 216-6-24 49.6 (3.5) 1,18. (8.3) 739, (1.1) 61,9 (4.3) 91,2 (2.1) 223,5 (2.6) 216-6-25 49.6. 1,18.. 739,. 61,9. 91,2. 223,5. 216-6-26 49.6. 1,18.. 739,. 61,9. 91,2. 223,5. 216-6-27 48.8 (1.6) 1,44. 2.6 7 (3.9) 62,4.8 91,6.4 226,5 1.3 Date SINA RAKUTEN NAVER NHN 엔터테인먼트카카오 네오위즈게임즈컴투스게임빌위메이드웹젠선데이토즈 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-6-8 15,4 (1.2) 134,1.5 91,7 (1.3) 26,25 (.4) 2,65 (1.4) 32,9 3.3 216-6-9 15,6 1.3 139,8 4.3 95, 3.6 26,75 1.9 21,25 2.9 32,95.2 216-6-1 15,5 (.6) 141,2 1. 95,1.1 26,6 (.6) 21,4.7 32,85 (.3) 216-6-11 15,5. 141,2. 95,1. 26,6. 21,4. 32,85. 216-6-12 15,5. 141,2. 95,1. 26,6. 21,4. 32,85. 216-6-13 14,7 (5.2) 138,2 (2.1) 91,8 (3.5) 25,8 (3.) 2,65 (3.5) 32,85. 216-6-14 14,75.3 136,8 (1.) 92,2.4 25,4 (1.6) 2,1 (2.7) 33,5.6 216-6-15 15,5 2. 139,2 1.8 92,4.2 25,15 (1.) 2,15.2 32,7 (1.1) 216-6-16 14,5 (3.7) 138,3 (.6) 89, (3.7) 24, (4.6) 19,25 (4.5) 31,4 (4.) 216-6-17 14,65 1. 136,1 (1.6) 87, (2.2) 24,. 19,25. 3,6 (2.5) 216-6-18 14,65. 136,1. 87,. 24,. 19,25. 3,6. 216-6-19 14,65. 136,1. 87,. 24,. 19,25. 3,6. 216-6-2 14,6 (.3) 135,5 (.4) 87,5.6 24,4 1.7 19,6 1.8 31,25 2.1 216-6-21 14,6. 136,3.6 88,.6 24,35 (.2) 19,35 (1.3) 32,15 2.9 216-6-22 14,45 (1.) 131,8 (3.3) 88,. 24,55.8 19,35. 31,6 (1.7) 216-6-23 14,15 (2.1) 128,7 (2.4) 87,3 (.8) 24,2 (1.4) 18,95 (2.1) 32,2 1.9 216-6-24 13,2 (6.7) 122,1 (5.1) 83,4 (4.5) 21,55 (11.) 17,55 (7.4) 3,35 (5.7) 216-6-25 13,2. 122,1. 83,4. 21,55. 17,55. 3,35. 216-6-26 13,2. 122,1. 83,4. 21,55. 17,55. 3,35. 216-6-27 13,5 2.3 125,4 2.7 83,7.4 21,7.7 17,45 (.6) 29, (4.4)

Ⅱ.IT 서비스업종 FactSheet _ Weekly [216.6.28] 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 216.6.27 기준 1. IT 서비스업종지표 1) 밸류지표 ( 단위 : 주가기준통화, 배 ) ( 각국통화, 배 ) 216E 217E 통화전일종가목표가 EPS PER EPS PER IBM USD 143.5 143.62 13.53 1.6 14.15 1.1 HP USD 11.55 14.38 1.61 7.2 1.62 7.1 액센추어 USD 19.29 124.11 5.38 2.3 5.83 18.7 후지쯔 JPY 364.2 547.69 39.83 9.1 54.3 6.7 제록스 USD 8.96 11.31 1.1 8.2 1.15 7.8 캡제미니 EUR 74.4 97.8 5.21 14.3 5.82 12.8 컴퓨터사이언시스 USD 46.87 51.5 2.85 16.4 3.46 13.6 오라클 USD 38.48 45.38 2.78 13.9 3.3 12.7 NTT 데이터 JPY 4,785. 6,125.56 224.55 21.3 244.35 19.6 타타컨설턴시서비스 INR 2,495.85 2,675.5 134.61 18.5 15.22 16.6 삼성에스디에스 KRW 135,5 215,67 6,285 21.6 6,639 2.4 SK C&C KRW 22,5 319,688 19,318 1.5 21,48 9.5 NHN한국사이버결제 KRW 17,95 26, 79 25.3 935 19.2 2) 성장성, 수익성지표 ( 단위 : %) (%) 216E 217E 매출YoY OPM EBITDA M% ROE 매출YoY OPM EBITDA M% ROE IBM -2.9 18.5 23.9 81.4 -.1 2. 25.8 7.7 HP -54.9 8. 8.8 23.6-3.5 8.4 9.2-2. 액센추어 6.3 14.6 16.9 53.6 6.9 14.8 17. 48.2 후지쯔 -3.9 2.7 6.2 1.3 1. 3.5 7.1 11.8 제록스 -3.2 9.1 14.1 7.3 -.4 9.2 15.2 1.5 캡제미니 7.3 1.7 13.2 12.2 4.4 11.3 13.7 12.6 컴퓨터사이언시스 1.5 8.7 17.2 16.7 2.4 9.6 17.9 17.5 오라클 3. 43.2 45.6 26.1 3.1 43.8 46.3 22.1 NTT 데이터 3.1 6.7 16.6 8.3 4.4 6.9 16.1 8.4 타타컨설턴시서비스 12.7 26.5 28. 33.5 11.4 26.8 27.9 3.9 삼성에스디에스.6 7.6 12.2 1.1 9.1 7.7 11.9 9.8 SK C&C 112.1 5.7 1.8 12.1 8.1 5.3 1.4 11.4 NHN한국사이버결제 42.1 5.7 8.7 13.3 26.1 6. 7.6 15.6 2. IT 서비스업종컨센서스 매출액영업이익세전이익순이익 EBITDA 삼성에스디에스 215 78,534.6 5,882.5 6,491.2 4,39.2 9,768.2 연결 216E 81,153.7 6,179.7 7,23.9 4,852.9 9,899.3 217E 88,56.3 6,846.9 7,417.7 5,125.9 1,572. 216 1Q 17,45.4 1,245.3 1,421. 1,36.6 2,166.1 216 2QE 2,178.9 1,548.6 1,76.4 1,255.8 2,631.4 216 3QE 19,184.1 1,525.7 1,825. 1,199.6 2,596.1 216 4QE 21,378.6 1,819.7 1,91.7 1,45.1 2,792.9 SK C&C 215 395,697.8 14,32.6 62,388.5 53,459.8 36,35.3 연결 216E 887,625.9 51,6.6 44,57.6 13,77. 95,962.8 217E 959,257.3 51,312.1 48,252.8 14,498.9 99,651.1 216 1Q 26,739.6 1,245.3 9,815.9 1,36.6 2,166.1 216 2QE 214,861.7 12,453.4 12,972.2 3,646.2 17,583.1 216 3QE 221,331.9 12,155.6 11,23.8 2,95.7 26,291.6 216 4QE 234,43.4 12,599.7 11,884.8 3,817.6 32,462.5 NHN한국사이버결제 215 1,954.7 19.3 127.7 95.8 95.8 연결 216E 2,737. 155.5 168.8 128.2 128.2 217E 3,45. 25.5 223.8 169.1 169.1 216 1Q 597.2 1,245.3 2. 1,36.6 1,36.6 216 2QE 558.7 21.9 3.5 24.8 24.8 216 3QE 66.9 33.2 35.5 27.4 27.4 216 4QE 977.8 69.8 69.7 47.6 47.6

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 '12.1.1=1 15 25 2 1 15 5 1 5 COMPUTER SCIENCES '12.1.1=1 6 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 16/5 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 16/4 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 16.5 NHN 한국사이버결제 ( 백만 KRW) 1,, 75, 5, 25, Company 상장통화자국통화 ( 백만 ) ( 단위 : 억원 ) IBM USD 137,755 1,628,672 Hewlett-Packard USD 19,758 233,593 Accenture JPY 71,299 8,32 Fujitsu JPY 753,91 87,783 Xerox HKD 9,77 17,311 Cap Gemini USD 12,81 167,2 Computer Sciences JPY 6,527 77,17 Oracle JPY 158,643 1,875,632 NTT DATA JPY 1,342,193 156,284 Tata Consultancy Services EUR 4,917,893 855,325 삼성에스디에스 KRW 1,484,692 14,847 SK C&C KRW 14,247,96 142,48 NHN한국사이버결제 KRW 324,433 3,244

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) 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 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 16/6 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% 216-6-8 154..4 13.74 1.3 119.32 (.3) 433.6 1.6 1.24 (.4) 87.6 (.8) 216-6-9 153.42 (.4) 13.71 (.2) 119.44.1 434.3.2 1.12 (1.2) 87.63.7 216-6-1 152.37 (.7) 13.38 (2.5) 118.27 (1.) 427.4 (1.6) 9.93 (1.9) 85.75 (2.1) 216-6-11 152.37. 13.38. 118.27. 427.4. 9.93. 85.75. 216-6-12 152.37. 13.38. 118.27. 427.4. 9.93. 85.75. 216-6-13 151.28 (.7) 13.3 (2.6) 117.8 (1.) 47. (4.8) 9.86 (.7) 84.23 (1.8) 216-6-14 151.6 (.1) 13.5.2 118.9.9 399.1 (1.9) 9.73 (1.3) 82.65 (1.9) 216-6-15 15.68 (.3) 13. (.4) 117.45 (.5) 45.1 1.5 9.91 1.8 83.13.6 216-6-16 151.6.3 12.98 (.2) 118.3.7 389.8 (3.8) 9.7 (2.1) 81.78 (1.6) 216-6-17 151.99.6 13.12 1.1 117.57 (.6) 4.1 2.6 9.77.7 82.52.9 216-6-18 151.99. 13.12. 117.57. 4.1. 9.77. 82.52. 216-6-19 151.99. 13.12. 117.57. 4.1. 9.77. 82.52. 216-6-2 153.61 1.1 13.7 (.4) 119.5 1.3 416.2 4. 9.79.2 86.72 5.1 216-6-21 154.5.3 13.33 2. 119.43.3 415.2 (.2) 9.83.4 86.99.3 216-6-22 152.92 (.7) 12.61 (5.4) 119.3 (.3) 416.1.2 9.78 (.5) 86.97 (.) 216-6-23 155.35 1.6 12.95 2.7 118.91 (.1) 425.6 2.3 1.2 2.5 89.1 2.3 216-6-24 146.59 (5.6) 12.26 (5.3) 111.45 (6.3) 378.9 (11.) 9.45 (5.7) 8.1 (1.) 216-6-25 146.59. 12.26. 111.45. 378.9. 9.45. 8.1. 216-6-26 146.59. 12.26. 111.45. 378.9. 9.45. 8.1. 216-6-27 143.5 (2.1) 11.55 (5.8) 19.29 (1.9) 364.2 (3.9) 8.96 (5.2) 74.4 (7.1) Date 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 종가 DoD% 216-6-8 52.28 1.4 39.28.4 5,48..2 2,613.1 (.7) 152,5 1.3 224, 1.6 216-6-9 52.36.2 39.5 (.6) 5,37. (2.) 2,577.25 (1.4) 146, (4.3) 224,5.2 216-6-1 51.65 (1.4) 38.74 (.8) 5,27. (1.9) 2,555.75 (.8) 149,5 2.4 2 (2.) 216-6-11 51.65. 38.74. 5,27.. 2,555.75. 149,5. 2. 216-6-12 51.65. 38.74. 5,27.. 2,555.75. 149,5. 2. 216-6-13 51.56 (.2) 38.62 (.3) 5,1. (3.2) 2,547. (.3) 151, 1. 217, (1.4) 216-6-14 51.69.3 38.83.5 5,4. (1.2) 2,534.85 (.5) 155,5 3. 215, (.9) 216-6-15 51.67 (.) 38.44 (1.) 5,4.. 2,556.85.9 158, 1.6 215,. 216-6-16 51. (1.3) 38.64.5 4,95. (2.7) 2,558.3.1 152, (3.8) 214,5 (.2) 216-6-17 5.3 (1.4) 39.68 2.7 4,95..9 2,62.6 1.7 149, (2.) 211,5 (1.4) 216-6-18 5.3. 39.68. 4,95.. 2,62.6. 149,. 211,5. 216-6-19 5.3. 39.68. 4,95.. 2,62.6. 149,. 211,5. 216-6-2 51.13 1.7 39.73.1 5,4. 1.8 2,659.3 2.2 152,5 2.3 214, 1.2 216-6-21 51.13. 39.99.7 5,5..2 2,651.2 (.3) 15,5 (1.3) 215,.5 216-6-22 51. (.3) 4.1.1 5,3. (.4) 2,667.65.6 147,5 (2.) 217,5 1.2 216-6-23 51.81 1.6 4.83 2. 5,2. (.2) 2,645.35 (.8) 147, (.3) 213, (2.1) 216-6-24 49.48 (4.5) 39.23 (3.9) 4,595. (8.5) 2,573.95 (2.7) 138,5 (5.8) 25,5 (3.5) 216-6-25 49.48. 39.23. 4,595.. 2,573.95. 138,5. 25,5. 216-6-26 49.48. 39.23. 4,595.. 2,573.95. 138,5. 25,5. 216-6-27 46.87 (5.3) 38.48 (1.9) 4,785. 4.1 2,495.85 (3.) 135,5 (2.2) 22,5 (1.5) Date COMPUTER SCIENCES ORACLE NTT DATA 종가 DoD% 216-6-8 2,25. 1. 216-6-9 19,9. (1.73) 216-6-1 2,4. 2.51 216-6-11 2,4.. 216-6-12 2,4.. 216-6-13. (1.96) 216-6-14 19,55. (2.25) 216-6-15 19,85. 1.53 216-6-16 19,4. (2.27) 216-6-17 19,3. (.52) 216-6-18 19,3.. 216-6-19 19,3.. 216-6-2 19,3.. 216-6-21 19,15. (.78) 216-6-22 19,35. 1.4 216-6-23 19,2. (.78) 216-6-24 17,6. (8.33) 216-6-25 17,6.. 216-6-26 17,6.. 216-6-27 17,95. 1.99 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 9.5% 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 )