1. 1. (TPE:5903) (Jason) (Albert) (Freddy)
2. 2.
3. 3. TT 5903 28951051 (2013/11) 229.5 185 24.1% TT 5903
4. 4.
5. 5. (ISI) ()ISI() !
6. 6. 1. 2. 3. 4.
7. 7.
8. 8. -4% -2% 0% 2% 4% 6% 8% 10% 12% 14% 16% 97 98 99 100 101 102 v.s
9. 9. ()
10. 10. 0200100200 0100 50 60 70 80 90 97 98 99 100 101 1 2 3 4 5 6 7 8 9 10 11 12
11. 11. 90 95 100 105 110 ()
12. 12. () -5.00 0.00 5.00 10.00 15.00 (;%) ()
13. 13. 0 0.5 1 1.5 2 2.5 3 97/01 98/01 99/01 100/01 101/01 102/01 (%)
14. 14.
15. 15. 90 95 100 105 110 200801 200901 201001 201101 201201 201301 ()
16. 16. or
17. 17. 0 20 40 60 80 100 120 140 2008/01 2009/01 2010/01 2011/01 2012/01 2013/01 TEJ
18. 18. , 101.53 97.5 98 98.5 99 99.5 100 100.5 101 101.5 102 2007/01 2008/01 2009/01 2010/01 2011/01 2012/01 2013/01 () TEJ
19. 19.
20. 20. 6 8 48003000 4 2013
21. 21. and 100
22. 22.
23. 23. G ( )
24. 24. MCR () 60 200 m2(&) 3000 3000 50% 50% 24 POS
25. 25.
26. 26.
27. 27. (2013); 2012, 2013 1-11
28. 28. (JFA)
29. 29. (2013), TEJ , 80% 50%
30. 30. 2013 TEJ
31. 31. 7 MobileCityCafe 7 Select 7 Net
32. 32. 7 Select, CityCafe Fami Open, LINE, Aranzi , , , 7 Net, iBon 35 50%, 50
33. 33. Mobile
34. 34. (Strength) (Weakness) 18% (Opportunities) (Threats) SWOT
35. 35. SWOT SOST 3N (Strength) (Weakness) (Opportunities) SO ------------------------- (Threats) ST -------------------------
36. 36.
37. 37. 3N New Format New Business New Area () ()
38. 38. 0 20 40 60 80 100 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 () 5 100
39. 39. 30 31 32 33 34 2008 2009 2010 2011 2012 5903 2912 ()
40. 40. (2008-12) 5903 2912 90.3 96.3 63.3 72.1 54.4 63.1 12.0 13.0 71.8 67.7 340.9 65.7
41. 41. EPS 0 1 2 3 4 5 2008 2009 2010 2011 2012 () 0 1 2 3 4 2008 2009 2010 2011 2012 ()
42. 42. PE
43. 43. (G1 = 11%; G2 = 4%) = 229.5 1226 beta 0.5843 11.1560% 1.355% CAPM 7.08%
44. 44.
45. 45.
46. 46. ;
47. 47.