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LG이노텍(011070) - Mirae asset

LG이노텍(011070) - Mirae asset

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이순학, Analyst, 3774 1651 shlee79@mirae<strong>asset</strong>.com LG 이노텍 22 June 2010<br />

이학무, Analyst, 3774 1785 hmlee@mirae<strong>asset</strong>.com <strong>011070</strong><br />

Figure 18 PCB 부문의 수익성은 정체 국면<br />

(W bn)<br />

30<br />

25<br />

20<br />

15<br />

10<br />

5<br />

0<br />

(5)<br />

1Q09 3Q09 1Q10 3Q10E 1Q11E 3Q11E<br />

자료: LG 이노텍, 미래에셋증권 리서치센터<br />

OP(lhs) OPM(rhs)<br />

Figure 19 터치패널 부문의 성장성은 기대되나 LG 전자의 부진은 Risk 요인<br />

(W bn)<br />

120<br />

100<br />

80<br />

60<br />

40<br />

20<br />

0<br />

1Q10 2Q10E 3Q10E 4Q10E 1Q11E 2Q11E 3Q11E 4Q11E<br />

자료: LG 이노텍, 미래에셋증권 리서치센터<br />

Revenue(lhs) OPM(rhs)<br />

(%)<br />

14<br />

12<br />

10<br />

8<br />

6<br />

4<br />

2<br />

0<br />

(2)<br />

(4)<br />

(%)<br />

4<br />

3<br />

2<br />

1<br />

0<br />

(1)<br />

14

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