๐Ÿ“‰ ๋งˆ์˜คํƒ€์ด(ticker: 600519.SS | ์ปค๋ฆฌ์–ด๋ฆฌ

๐Ÿ“‰ ๋งˆ์˜คํƒ€์ด(ticker: 600519.SS), ์‹œ์žฅ๊ธฐ๋Œ€์น˜๋ณด๋‹ค ๋‚ฎ์€ ์‹ค์  ์˜ˆ์ƒ๋˜๋ฉฐ ์ฃผ๊ฐ€ 3์ผ ์—ฐ์† ํ•˜๋ฝ์„ธ ๋ผ์ง€๋งŒ, ๊ธฐ๋Œ€์น˜๋ณด๋‹ค ๋‚ฎ์€ 2019๋…„ ์ž ์ • ์‹ค์ ์ด ๋งค์ถœ ์•ฝ 14.7์กฐ ์›, ์ˆœ์ด์ต ์•ฝ 6.7์กฐ ์› ๊ทœ๋ชจ์ž…๋‹ˆ๋‹ค. ๋” ๋†€๋ผ์šด ๊ฑด ์‹œ๊ฐ€์ด์•ก์ธ๋ฐ, ํ˜„์žฌ ๊ฑฐ๋ž˜๊ฐ€ ๊ธฐ์ค€ ์•ฝ 230์กฐ ์›์ž…๋‹ˆ๋‹ค. ์ฝ”์Šคํ”ผ์˜€๋‹ค๋ฉด 3๋“ฑ๊ณผ ์•„์ฃผ ๋งŽ์ด ์ฐจ์ด๋‚˜๋Š” 2๋“ฑ์ด์ง€์š”... ๋” ์ž์„ธํ•œ ๋‚ด์šฉ ์›ํ•˜์‹œ๋ฉด ๋™์‚ฌ IRํŽ˜์ด์ง€์— ์ฃผ์ฃผ๋“ค์„ ์œ„ํ•œ ์ •๋ณด๋“ค ์žˆ์œผ๋‹ˆ ์ฐธ๊ณ ํ•˜์…”๋„ ์ข‹๊ฒ ์Šต๋‹ˆ๋‹ค (๊ตฌ๊ธ€ํฌ๋กฌ์œผ๋กœ ์ ‘์†ํ•˜์‹œ๋ฉด ์ž๋™ ๋ฒˆ์—ญ ๊ธฐ๋Šฅ ์‚ฌ์šฉํ•˜์‹ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค). https://www.moutaichina.com/maotaigf/tzzgx/index.html

์ค‘๊ตญ ๋ช…์ฃผ ๋งˆ์˜คํƒ€์ด, 4๋…„ ๋งŒ์— ์‹ค์  ๋ฏธ๋‹ฌ

Munhwa

2020๋…„ 1์›” 3์ผ ์˜ค์ „ 3:26

๋Œ“๊ธ€ 0

ํ•จ๊ป˜ ๋ณด๋ฉด ๋” ์ข‹์€

๐Ÿ“Š ์ฃผ์š” ํด๋ผ์šฐ๋“œ ์„œ๋น„์Šค ๊ณต๊ธ‰์‚ฌ์˜ ์‹ค์  ๋ฐœํ‘œ โ–ช๏ธํ•œ ์ค„ ์š”์•ฝ: ์ฝ”๋กœ๋‚˜ ์‚ฌํƒœ๋กœ ์›๊ฒฉ๊ทผ๋ฌด์™€ ์—…๋ฌด์šฉ ํ˜‘์—… ํˆด์˜ ์ˆ˜์š”๊ฐ€ ๋Š˜์–ด๋‚˜๋ฉฐ ๊ธ‰๋“ฑํ•œ ํด๋ผ์šฐ๋“œ ๋งค์ถœ์ด ํ˜ธ์‹ค์  ๊ฒฌ์ธ ๋˜๋Š” ์„ ๋ฐฉ โ–ช๏ธํด๋ผ์šฐ๋“œ ์„œ๋น„์Šค ๊ธ€๋กœ๋ฒŒ ์‹œ์žฅ์ ์œ ์œจ ์ˆœ์œ„: Amazon Web Service(30%๋Œ€) > Microsoft Azure(10% ์ค‘ํ›„๋ฐ˜๋Œ€) > Google Cloud(<10%) > Alibaba Cloud(<10%) ์•„๋ž˜๋Š” ์•„๋งˆ์กด, ๋งˆ์ดํฌ๋กœ์†Œํ”„ํŠธ, ๊ตฌ๊ธ€ ๊ฐ์‚ฌ์˜: ๐Ÿ“ˆ ์ „์‚ฌ ๋ถ„๊ธฐ ์‹ค์ , yoy โ˜๏ธ ํด๋ผ์šฐ๋“œ ๋ถ€๋ฌธ ์‹ค์ , yoy %โ˜๏ธ ํด๋ผ์šฐ๋“œ ๋ถ€๋ฌธ ๋น„์ค‘, yoy โœ’ ์ฆ๊ถŒ์‚ฌ ์• ๋„๋ฆฌ์ŠคํŠธ ์˜๊ฒฌ ๐Ÿ”— IR ๋งํฌ(๋ณด๋„์ž๋ฃŒ, ๋ฐœํ‘œ์ž๋ฃŒ, ์›น์บ์ŠคํŠธ ๋งํฌ, ์Šคํฌ๋ฆฝํŠธ, ํ”„๋กœ๋•ํŠธ ๋ฆฌ์ŠคํŠธ ๋“ฑ) โ–ช๏ธ์•„๋งˆ์กด(NASDAQ: AMZN)โ–ช๏ธ ๐Ÿ“ˆ AMAZON $755์–ต +26% yoy, ์˜์—…์ด์ต $40์–ต -9% yoy, ๋‹น๊ธฐ์ˆœ์ด์ต $25์–ต -31% yoy โ˜๏ธ AWS ๋งค์ถœ $102์–ต +33% yoy, ์˜์—…์ด์ต $31์–ต +38% yoy %โ˜๏ธ ํด๋ผ์šฐ๋“œ ์‚ฌ์—… ๋งค์ถœ ๋น„์ค‘ 14%(+0.6%p yoy), ์˜์—…์ด์ต ๋น„์ค‘ 78%(+26.8%p yoy) โœ’ 51๊ฐœ ์ฆ๊ถŒ์‚ฌ ์˜๊ฒฌ ์ค‘ ๋งค์ˆ˜ 96%, ์ค‘๋ฆฝ 4%, ๋งค๋„ 0 ๐Ÿ”— ์›น์บ์ŠคํŠธ https://event.webcasts.com/starthere.jsp?ei=1295401&tp_key=a8d95a5192 ๐Ÿ”— ๋ณด๋„์ž๋ฃŒ https://s2.q4cdn.com/299287126/files/doc_financials/2020/Q1/Amazon-Q1-2020-Earnings-Release.pdf ๐Ÿ”— ๋ฐœํ‘œ์ž๋ฃŒ https://s2.q4cdn.com/299287126/files/doc_financials/2020/Q1/Webslides_Q120_4.28.20_Final.pdf โ–ช๏ธ๋งˆ์ดํฌ๋กœ์†Œํ”„ํŠธ(NASDAQ: MSFT)โ–ช๏ธ ๐Ÿ“ˆ ๋งค์ถœ $350์–ต +15% yoy, ์˜์—…์ด์ต $130์–ต +25% yoy, ๋‹น๊ธฐ์ˆœ์ด์ต $108์–ต +22% yoy โ˜๏ธ Intelligent Cloud(โ—) ๋งค์ถœ $123์–ต +27% yoy(Azure ๋งค์ถœ์€ ๋น„๊ณต๊ฐœ, ์„ฑ์žฅ๋ฅ ์€ +59% yoy), ์˜์—…์ด์ต $46์–ต +42% yoy โ— Intelligent Cloud๋Š” ์„œ๋ฒ„ ํ”„๋กœ๋•ํŠธ, ์—”ํ„ฐํ”„๋ผ์ด์ฆˆ ์„œ๋น„์Šค ๋ฐ ํด๋ผ์šฐ๋“œ ์„œ๋น„์Šค ํฌํ•จ ~โ˜๏ธ ํด๋ผ์šฐ๋“œ ์‚ฌ์—… ๋น„์ค‘- ๋งค์ถœ 35%(+3.5%p yoy), ์˜์—…์ด์ต 35%(+4.1%p yoy) โœ’ 35๊ฐœ ์ฆ๊ถŒ์‚ฌ ์˜๊ฒฌ ์ค‘ ๋งค์ˆ˜ 91%, ์ค‘๋ฆฝ 9%, ๋งค๋„ 0 ๐Ÿ”— ๋ณด๋„์ž๋ฃŒ https://www.microsoft.com/en-us/Investor/earnings/FY-2020-Q3/press-release-webcast ๐Ÿ”— ์Šคํฌ๋ฆฝํŠธ https://view.officeapps.live.com/op/view.aspx?src=https://c.s-microsoft.com/en-us/CMSFiles/TranscriptFY20Q3.docx?version=0be45331-752a-3999-88e3-68b3896151c8 ๐Ÿ”— ํ”„๋กœ๋•ํŠธ ๋ฆฌ์ŠคํŠธ https://view.officeapps.live.com/op/view.aspx?src=https://c.s-microsoft.com/en-us/CMSFiles/Q3FY20ProductList.docx?version=9f8c189c-223f-8d3c-2667-8aac7911a3cf โ–ช๏ธ์•ŒํŒŒ๋ฒณ(NASDAQ: GOOG)โ–ช๏ธ ๐Ÿ“ˆ Alphabet(Google) $412์–ต +13% yoy, ์˜์—…์ด์ต $80์–ต +21% yoy, ๋‹น๊ธฐ์ˆœ์ด์ต $68์–ต +3% yoy โ˜๏ธ ํด๋ผ์šฐ๋“œ Google Cloud ๋งค์ถœ $28์–ต +48% yoy %โ˜๏ธ ํด๋ผ์šฐ๋“œ ์‚ฌ์—… ๋น„์ค‘ ๋งค์ถœ 7% (+1.7%p yoy) โœ’ 16๊ฐœ ์ฆ๊ถŒ์‚ฌ ์˜๊ฒฌ ์ค‘ ๋งค์ˆ˜ 87%, ์ค‘๋ฆฝ 13%, ๋งค๋„ 0 ๐Ÿ”— ์›น์บ์ŠคํŠธ https://www.youtube.com/watch?v=YkrYz_vD_0E ๐Ÿ”— ๋ณด๋„์ž๋ฃŒ https://abc.xyz/investor/static/pdf/2020Q1_alphabet_earnings_release.pdf?cache=4690b9f ๐Ÿ”— ์Šคํฌ๋ฆฝํŠธ(์• ๋„๋ฆฌ์ŠคํŠธ Q&A ์„ธ์…˜ ํฌํ•จ) https://abc.xyz/investor/static/pdf/2020_Q1_Earnings_Transcript.pdf?cache=712d537

[์ข…ํ•ฉ]์ฝ”๋กœ๋‚˜19 ์‚ฌํƒœ์—๋„ ํด๋ผ์šฐ๋“œ๋Š” ์›ƒ์—ˆ๋‹ค

inews24

์ถ”์ฒœ ํ”„๋กœํ•„

ํ˜„์ง์ž์—๊ฒŒ ์—…๊ณ„ ์ฃผ์š” ์†Œ์‹์„ ๋ฐ›์•„๋ณด์„ธ์š”.

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ํ˜„์ง์ž๋“ค์˜ '์ง„์งœ ์ธ์‚ฌ์ดํŠธ'๊ฐ€ ๋‹ด๊ธด ์—…๊ณ„ ์ฃผ์š” ์†Œ์‹์„ ๋ฐ›์•„๋ณด์„ธ์š”.

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