{"id":2150,"date":"2020-05-17T16:44:54","date_gmt":"2020-05-17T07:44:54","guid":{"rendered":"https:\/\/bcgblog.kr\/?p=2150"},"modified":"2020-06-08T13:54:15","modified_gmt":"2020-06-08T04:54:15","slug":"the-2020-value-creators-rankings","status":"publish","type":"post","link":"https:\/\/bcgblog.kr\/the-2020-value-creators-rankings\/","title":{"rendered":"2020\ub144 Value Creators \uc21c\uc704"},"content":{"rendered":"

BCG\uc758 2020\ub144 Value Creators \uc21c\uc704\ub294 \uacbd\uc81c\uc801 \uc5ed\uc0ac\uc5d0\uc11c \ud2b9\ubcc4\ud55c \uc21c\uac04\uc5d0 \uacf5\uac1c\ub418\uace0 \uc788\ub2e4. \uae30\uc5c5\ub4e4\uc774 \uacfc\uac70\uc5d0 \uc5ec\ub7ec \ubcc0\ub3d9\uc131\uacfc \ud63c\ub780\uc758 \uc2dc\uae30\ub4e4\uc744 \uacaa\uc5b4\uc57c \ud588\uc9c0\ub9cc \ucf54\ub85c\ub09819\uc758 \uacbd\uc81c\uc801 \uc5ec\ud30c\ub294 \uadf8 \ubc94\uc704\uc640 \uc815\ub3c4\uc5d0\uc11c \ube44\uad50 \ub300\uc0c1\uc774 \uc5c6\uc744 \uc815\ub3c4\uc774\ub2e4.<\/p>\n

BCG\ub294 \uacfc\uac70 22\ub144 \ub3d9\uc548 \ud68c\uc0ac \uc8fc\uc8fc\uc758 \uc9c4\uc815\ud55c \uc7a5\uae30\uc801 \uc218\uc775\uc744 \ubc18\uc601\ud558\ub294 \ucd1d\uc8fc\uc8fc \uc218\uc775\ub960(TSR)\uc5d0 \uae30\ubc18\ud558\uc5ec \uae30\uc5c5\ub4e4\uc758 \uc21c\uc704\ub97c \ub9e4\uaca8 \uc654\ub2e4. 2020\ub144 Value Creators \uc21c\uc704\ub294 (\uc628\ub77c\uc778 \uc778\ud130\ub799\ud2f0\ube0c \uc7a5\ud45c\uc5d0\uc11c \ucc38\uc870) 2019\ub144 12\uc6d4 31\uc77c \uae30\uc900 \ub370\uc774\ud130\ub97c \uae30\ubc18\uc73c\ub85c \ud558\uba70, \uc774 \uc2dc\uc810\uc5d0 \ucf54\ub85c\ub09819 \uac10\uc5fc\uc5d0 \ub300\ud55c \ucd5c\ucd08 \ubcf4\uace0\uc11c\ub4e4\uc774 \ud68c\ub78c\ub418\uae30 \uc2dc\uc791\ud588\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c \uc21c\uc704\uac00 \uc704\uae30\uc758 \uc601\ud5a5\uc744 \ud3ec\ucc29\ud558\uc9c0\ub294 \ubabb\ud588\uc9c0\ub9cc, \uc21c\uc704 \uc815\ubcf4\ub294 \uc5b4\ub5a4 \uae30\uc5c5\uacfc \uc0b0\uc5c5\uc774 \uc704\uae30\uc5d0 \uc9c4\uc785\ud558\uba70 \ucd1d\uc8fc\uc8fc \uc218\uc775\ub960 \uc2e4\ud604 \ubaa8\uba58\ud140\uc744 \ubcf4\uc774\uace0 \uc788\uc5c8\uac70\ub098 \uadf8\ub807\uc9c0 \ubabb\ud588\ub294\uc9c0 \ucc38\uc870\ud560 \uc218 \uc788\ub294 \uadc0\uc911\ud55c \ud2c0\uc744 \uc81c\uacf5\ud55c\ub2e4.<\/p>\n

\ub3c4\ud45c 1\uc740 33\uac1c \uc0b0\uc5c5\uc758 5\ub144 \ud3c9\uade0 TSR \uc131\uacfc\ub97c 2020\ub144 4\uc6d4 22\uc77c\uae4c\uc9c0\uc758 \uc5f0\uac04 \ub204\uacc4(year-to-date) \uc131\uacfc\uc5d0 \uae30\ubc18\ud558\uc5ec \ube44\uad50\ud55c\ub2e4. \uc774\ub294 \ucf54\ub85c\ub09819\uac00 \uc5b4\ub5bb\uac8c \uac00\uce58\ucc3d\ucd9c\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294\uc9c0 \ubcf4\uc5ec\uc8fc\ub294 \uc870\uae30 \uc9c0\ud45c\uc774\ub2e4.
\n\"\" <\/a>\uac00\uc7a5 \ub192\uc740 \uc218\uc900\uc758 \ud3c9\uade0 5\ub144 TSR\uc744 \uc2e4\ud604\ud55c 5\uac1c \uc0b0\uc5c5(\uae08\uc735 \uc778\ud504\ub77c \uc81c\uacf5\uc5c5\uccb4, \uc758\ub8cc\uae30\uc220, \uae30\uc220, \uc911\uacac \uc81c\uc57d\uc5c5\uccb4, \ud5ec\uc2a4\ucf00\uc5b4 \uc11c\ube44\uc2a4)\uc774 \uc5f0\uac04 \ub204\uacc4 \uc99d\uc2dc \ud558\ub77d \uc601\ud5a5\uc774 \uac00\uc791 \uc801\uc5c8\ub358 \uc0b0\uc5c5\uc758 3\ubd84\uc758 1\uc744 \ucc28\uc9c0\ud558\uba74\uc11c \uc0c1\ub2f9\ud55c \uc0c1\uad00\uad00\uacc4\uac00 \uc788\uc74c\uc774 \ubd84\uba85\ud558\uac8c \ub098\ud0c0\ub09c\ub2e4. \ud574\ub2f9 \uc0b0\uc5c5\uc758 \uae30\uc5c5\ub4e4\uc740 \ucca8\ub2e8 \uae30\uc220, \uac00\uce58 \uc788\ub294 \ub370\uc774\ud130, \uac15\ub825\ud55c \ud601\uc2e0 \uc5ed\ub7c9\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc5c8\ub2e4. \uc774\ub4e4 \uc18d\uc131\uc73c\ub85c \uc778\ud574 \ud574\ub2f9 \uc0b0\uc5c5\uc774 \ud638\ud669\uae30\uc5d0 \ud0c0 \uc5c5\uacc4\ud3c9\uade0 \ub300\ube44 \ub6f0\uc5b4\ub09c \uc131\uacfc\ub97c \uc2e4\ud604\ud560 \uc218 \uc788\uc5c8\uc73c\uba70, \uc9c0\uae08 \uc0c1\ud669\uc5d0\uc11c\ub294 \uc5ed\uacbd\uc5d0 \uc9c1\uba74\ud574\uc11c \ub354 \ud68c\ubcf5\ub825\uc744 \ubc1c\ud718\ud558\uace0 \uc788\ub2e4. \ud574\ub2f9 \uae30\uc5c5\ub4e4\uc740 \ub610\ud55c \uc774\ub7ec\ud55c \ud2b9\uc131\ub4e4\uc5d0 \uae30\ubc18\ud558\uc5ec \uc704\uae30\uac00 \ub05d\ub0ac\uc744 \ub54c \uc544\ub9c8\ub3c4 \uc7a5\uae30\uc801\uc778 \uacbd\uc81c\uc801 \uc5ed\ud48d\uc744 \ud5e4\uccd0 \ub098\uac00\uc57c \ud558\uaca0\uc9c0\ub9cc <\/a><\/span>\uac15\ub825\ud558\uace0 \uc9c0\uc18d \uac00\ub2a5\ud55c TSR\uc744 \uc2e4\ud604\ud558\uac8c \ub420 \uc218 \uc788\ub2e4.
\n\"\"<\/a>\ubc18\ub300\ub85c, \ucf54\ub85c\ub09819 \uc0ac\ud0dc \uc774\uc804\ubd80\ud130 \uc5b4\ub824\uc6c0\uc5d0 \uc9c1\uba74\ud55c \uc11d\uc720 \ubc0f \uac00\uc2a4, \uae08\uc18d, \uc790\ub3d9\ucc28 \ub4f1\uc758 \uc0b0\uc5c5\ub4e4\uc740 \ucd5c\uadfc\uc758 \uc2dc\uc7a5 \uc218\ucd95\uc73c\ub85c \ud2b9\ud788 \ud070 \ud0c0\uaca9\uc744 \uc785\uc5c8\ub2e4.<\/p>\n

\uc804\ubc18\uc801\uc73c\ub85c 2020\ub144 \uc21c\uc704\ub294 \uc791\ub144\uc5d0 \uadf8 \uc774\uc804\uacfc \ubc18\ub300\ub418\ub358 \ucd94\uc138\uac00 \ub69c\ub837\uc774 \ub098\ud0c0\ub098\ub358 \uac83\uc774 \uacc4\uc18d\ub418\uace0 \uc788\uc74c\uc744\ubcf4\uc5ec\uc900\ub2e4. \uc774\uc804 \ub144\ub3c4\uc5d0\uc11c \uae30\uc220 \ubc0f \ubbf8\ub514\uc5b4 \uae30\uc5c5\ub4e4\uc774 Top 10 \ub300\uae30\uc5c5 \uc911 \ub300\ubd80\ubd84\uc744 \ucc28\uc9c0\ud588\ub2e4\uba74, 2019\ub144 \ubaa9\ub85d\uc5d0\uc11c\ub294 \uc5c5\uc885\uc774 \ub2e4\uc591\ud574\uc9c0\uace0 \uc788\uc5c8\ub2e4. \uc774\ub7ec\ud55c \ub2e4\uc591\uc131\uc740 \uc62c\ud574 \ub354 \ub450\ub4dc\ub7ec\uc9c4\ub2e4(\ub3c4\ud45c 2 \ucc38\uc870). 2015 \ub144\ubd80\ud130 2019 \ub144\uae4c\uc9c0 5 \ub144 \ub3d9\uc548\uc758 \ud3c9\uade0 TSR\uc744 \uae30\uc900\uc73c\ub85c, Top 10 \ub300\uae30\uc5c5 \uc5d0\uc11c 4\uac1c \uae30\uc5c5\uc774, \uadf8\ub9ac\uace0 Top 20 \ub300\uae30\uc5c5\uc5d0\uc11c 7\uac1c \uae30\uc5c5\uc774 \uae30\uc220 \ubc0f \ubbf8\ub514\uc5b4 \ud68c\uc0ac\uc600\ub2e4. \uc774\ub294 \uc791\ub144 \uc21c\uc704\uc5d0\uc11c\ub294 \uac01\uac01 6\uac1c \uae30\uc5c5\uacfc 8\uac1c \uae30\uc5c5, 2018\ub144 \uc21c\uc704\uc5d0\uc11c\ub294 \uac01\uac01 9\uac1c \uae30\uc5c5\uacfc 13\uac1c \uae30\uc5c5\uc774 \uae30\uc220 \ubc0f \ubbf8\ub514\uc5b4 \ud68c\uc0ac\uc600\ub358 \uac83\uc5d0 \ube44\ud574 \uc810\uc810 \ube44\uc911\uc774 \uc904\uc5b4\ub4e0 \uac83\uc774\ub2e4. \ub300\uc870\uc801\uc73c\ub85c, \uc791\ub144\uc5d0 Top 10 \ub300\uae30\uc5c5 \uc911 \ud328\uc158 \uae30\uc5c5\uc774 \uc804\ubb34\ud588\ub358 \ubc18\uba74, \uc62c\ud574 Adidas\uc640 Kering\ub77c\ub294 2\uac1c \ud328\uc158 \uae30\uc5c5\uc774 Top 10 \ub300\uae30\uc5c5 \ubaa9\ub85d\uc5d0 \uc9c4\uc785\ud588\ub2e4. \ub610 \ub2e4\ub978 \ud328\uc158 \uae30\uc5c5\uc778 LVMH\uc774 \uadf8 \ub4a4\ub97c \uc774\uc5b4 Top 20 \ub300\uae30\uc5c5\uc5d0 \uc9c4\uc785\ud588\ub2e4.<\/p>\n

\uc9c0\uc5ed\uc801 \ub2e4\uc591\uc131\ub3c4 \ub2e4\uc2dc \ub098\ud0c0\ub098\uace0 \uc788\ub2e4. \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74, \uc704\uae30\uac00 \ub2e5\uce58\uae30 \uc804 \uc720\ub7fd\uae30\uc5c5\ub4e4\uc758 \uac00\uce58\ucc3d\ucd9c \uc7a0\uc7ac\ub825\uc5d0 \ub300\ud55c \ud22c\uc790\uc790\ub4e4\uc758 \uc2e0\ub8b0\uac00 \uac15\ud654\ub418\uace0 \uc788\uc5c8\ub2e4. \uc544\uc2dc\uc544\uc640 \ubd81\ubbf8 \uae30\uc5c5\uc740 2,300 \uac1c \uc774\uc0c1 \uae30\uc5c5\uc744 \ud3ec\ud568\ud558\ub294 \uc804\uccb4 \ud45c\ubcf8 \uc911 \uac01\uac01 3\ubd84\uc758 1 \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\uba70, \uc720\ub7fd \uae30\uc5c5\ub4e4\uc740 \uc57d 4\ubd84\uc758 1\uc758 \ube44\uc911\uc744 \ucc28\uc9c0\ud55c\ub2e4. \uac00\uc7a5 \ub6f0\uc5b4\ub09c \uc131\uacfc\ub97c \ubcf4\uc778 Top 100 \uae30\uc5c5 \uc911, 42 %\uac00 \uc544\uc2dc\uc544 \uae30\uc5c5, 29 %\uac00 \ubd81\ubbf8 \uae30\uc5c5, 19 %\uac00 \uc720\ub7fd \uae30\uc5c5\uc774\ub2e4. \uadf8\ub7ec\ub098 \ud45c\ubcf8\uc758 \uc9c0\ub9ac\uc801 \ubd84\ud3ec\uac00 \ub3d9\uc77c\ud55c \uc804\ub144\ub3c4\uc640 \ube44\uad50\ud560 \ub54c \ub354 \ub9ce\uc740 \uc720\ub7fd \uae30\uc5c5\uc774 \uc0c1\uc704 100 \ub300 \uae30\uc5c5\uc73c\ub85c \uc9c4\ucd9c\ud55c \ubc18\uba74 \uc544\uc2dc\uc544 \uae30\uc5c5\uc758 \uc218\ub294 \uc0c1\ub2f9\ud788 \uac10\uc18c\ud588\ub2e4(\ub3c4\ud45c 3 \ucc38\uc870).<\/p>\n

\"\"\uc9c0<\/span><\/a>\ub9ac\uc801 \ub2e4\uc591\uc131 \ucd94\uc138\ub294 \uac00\uce58\ucc3d\ucd9c Top 10 \ub300\uae30\uc5c5 \uc9d1\ub2e8\uc5d0\uc11c\ub3c4 \ub69c\ub837\uc774 \ub098\ud0c0\ub09c\ub2e4. \uc62c\ud574 \uc21c\uc704\uc5d0\uc11c 4\uac1c \uae30\uc5c5\uc758 \ubcf8\uc0ac\uac00 \ubbf8\uad6d\uc5d0, 3\uac1c \uae30\uc5c5\uc758 \ubcf8\uc0ac\uac00 \uc544\uc2dc\uc544\uc5d0, \uadf8\ub9ac\uace0 3\uac1c \uae30\uc5c5\uc758 \ubcf8\uc0ac\uac00 \uc720\ub7fd\uc5d0 \uc704\uce58\ud588\ub2e4. \ubc18\uba74, \uc791\ub144\uc5d0q\ub294 7\uac1c \uae30\uc5c5\uc758 \ubcf8\uc0ac\uac00 \ubbf8\uad6d\uc5d0, 2\uac1c \uae30\uc5c5\uc740 \uc544\uc2dc\uc544\uc5d0, \uadf8\ub9ac\uace0 1\uac1c \uae30\uc5c5\uc774 \uc720\ub7fd\uc5d0 \ubcf8\uc0ac\uac00 \uc704\uce58\ud588\ub2e4.<\/p>\n

\uc0c1\uc704\uad8c\uc5d0 \uc704\uce58\ud55c \uae30\uc5c5\ub4e4\uc758 \uc131\uacfc\ub294 \ub180\ub77c\uc6e0\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \uac00\uce58\ucc3d\ucd9c Top 10 \ub300\uae30\uc5c5\ub4e4\uc740 2015\ub144\ubd80\ud130 2019\ub144\uae4c\uc9c0 5\ub144 \ud3c9\uade0 TSR\uc774 43.1%\ub85c, \uadf8 \ubc94\uc704\uac00 30.6%\uc5d0\uc11c 64.8%\uc5d0 \uc774\ub974\ub800\ub2e4. \ubc18\uba74 \ub370\uc774\ud130\ubca0\uc774\uc2a4 \ub0b4\uc758 \ucd1d 2,300 \uac1c \uc774\uc0c1\uc758 \ud68c\uc0ac\uc5d0 \ub300\ud55c TSR \uc911\uc559\uac12\uc740 9.6%\uc600\ub2e4. \uc791\ub144\uc758 \ud45c\ubcf8\uc5d0\uc11c 2014\ub144\ubd80\ud130 2018\ub144\uae4c\uc9c0\uc758 TSR \uc911\uc559\uac12\uc740 8.2%\ub85c, \ub450 \uacbd\uc6b0 \ubaa8\ub450 \uc7a5\uae30 \uc790\ubcf8 \uc2dc\uc7a5 \uc218\uc775\ub960\uacfc \uc720\uc0ac\ud558\ub2e4.<\/p>\n

\uc791\ub144\uc5d0 \uc218\ud589\ub41c \ubd84\uc11d\uacb0\uacfc\ub97c \ud655\uc778\ud574 \uc8fc\ub4ef\uc774, \uae30\uc5c5\uc774 \ub9e4\ub144 \uac15\ub825\ud55c \uc131\uacfc\ub97c \ub2ec\uc131\ud558\ub294 \uac83\uc740 \uadf9\ud788 \ub4dc\ubb38 \uc77c\uc774\ub77c\ub294 \uac83\uc744 \ub2e4\uc2dc \ud55c \ubc88 \uad00\ucc30\ud560 \uc218 \uc788\uc5c8\ub2e4. \ub370\uc774\ud130\ubca0\uc774\uc2a4 \ub0b4\uc758 2010\ub144\ubd80\ud130 2019\ub144\uae4c\uc9c0 10\ub144 \ub3d9\uc548 \uc0c1\uc7a5\ub41c 2,000\uac1c \uc774\uc0c1\uc758 \ud68c\uc0ac \uc911 6\uac1c \uae30\uc5c5(\uc57d 0.3%)\ub9cc\uc774 \ub9e4\ub144 \uac01 \uc9c0\uc5ed \uc2dc\uc7a5 \uc9c0\uc218\ub97c \ub6f0\uc5b4\ub118\ub294 \uc131\uacfc\ub97c \ubcf4\uc600\ub2e4. \uc5c5\uacc4 \uc218\uc900\uc5d0\uc11c \uc2dc\uc7a5\ud638\ud669\uae30\uc5d0\uc11c\ubd80\ud130 \uc774\uc5b4\uc9c4 \uc0c1\ub2f9\ud55c TSR \ubaa8\uba58\ud140\uc774 \uc9c0\uc18d\ub418\ub294 \uac83\uc744 \uad00\ucc30\ud588\uc9c0\ub9cc, \uc704\uae30\uac00 \ubc1c\uc0dd\ud568\uc73c\ub85c \uc778\ud574 \ub300\ub2e4\uc218\uac00 \uac00\uce58\ucc3d\ucd9c\uc758 \uc0c8\ub85c\uc6b4 \uaddc\uce59\uc5d0 \uc801\uc751\ud558\uace0\uc790 \uace0\uad70\ubd84\ud22c<\/span><\/a>\ud560 \ub54c \uc77c\ubd80 \uae30\uc5c5\uc5d0\uac8c\ub294 \uc704\uae30\uac00 \uc131\uacf5\uc758 \uae30\ud68c\uc778 \uacbd\uc6b0\uac00 \ub9ce\ub2e4.<\/p>\n

\uc778\ud130\ub799\ud2f0\ube0c \ud615\uc2dd\uc744 \ud65c\uc6a9\ud558\uba74 2020\ub144 \uc21c\uc704\uc5d0\uc11c Top 50 \ub300\uae30\uc5c5\uc758 TSR \uc131\uacfc(1999\ub144 Value Creators \uc2dc\ub9ac\uc988 \uc2dc\uc791 \uc774\ud6c4 \uc774\ub4e4 \uae30\uc5c5\uc758 \uc131\uacfc \ud3ec\ud568)\ub97c \uc2ec\ub3c4 \uae4a\uac8c \uc0b4\ud3b4\ubcfc \uc218 \uc788\uc73c\uba70, 33\uac1c \uc0b0\uc5c5\uc5d0 \uac78\uce5c \uae30\uc5c5\ub4e4\uc758 TSR \uc131\uacfc\ub97c \uc2ec\uce35\uc801\uc73c\ub85c \ubd84\uc11d\ud560 \uc218 \uc788\ub2e4. \uc778\ud130\ub799\ud2f0\ube0c \uc7a5\ud45c\ub294 \ub610\ud55c \uac1c\ubcc4 \ud68c\uc0ac\uc758 TSR \uc131\uacfc\ub97c \uc8fc\uc694 \uad6c\uc131 \uc694\uc18c\ub85c \ubd84\ud574\ud55c\ub2e4.<\/p>\n

\ubc29\ubc95\ub860<\/p>\n

BCG\ub294 1999\ub144\ubd80\ud130 \uacfc\uac70 5\ub144 \ub3d9\uc548\uc758 \ucd1d\uc8fc\uc8fc \uc218\uc775\ub960(TSR)\uc744 \uae30\uc900\uc73c\ub85c \ucd5c\uace0 \uac00\uce58\ucc3d\ucd9c \uae30\uc5c5\uc758 \uc5f0\uac04 \uc21c\uc704\ub97c \ubc1c\ud45c\ud574 \uc654\ub2e4. 2020\ub144 \uc21c\uc704\ub294 2015\ub144\ubd80\ud130 2019\ub144\uae4c\uc9c0 \uc804 \uc138\uacc4 2,327\uac1c \uae30\uc5c5\uc5d0\uc11c \uc2e4\ud604\ud55c TSR\uc744 \ubd84\uc11d\ud55c \uacb0\uacfc\ub97c \ubc18\uc601\ud55c\ub2e4. \ub3d9 \ud45c\ubcf8\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574, BCG\uc5d0\uc11c\ub294 \uac70\uc758 60,000\uac1c \uae30\uc5c5\uc744 \ub300\uc0c1\uc73c\ub85c \ud558\ub294 S&P Capital IQ\uc5d0\uc11c \uc81c\uacf5\ud55c TSR \ub370\uc774\ud130\ub97c \ucd9c\ubc1c\uc810\uc73c\ub85c \uc791\uc5c5\uc744 \uc2dc\uc791\ud588\ub2e4. \uc5f0\uad6c\ub300\uc0c1 \uae30\uac04 5\ub144 \ub3d9\uc548 \uc138\uacc4 \uc99d\uad8c \uac70\ub798\uc18c\uc5d0 \uc0c1\uc7a5\ub418\uc9c0 \uc54a\uc558\uac70\ub098 \uc790\ubcf8 \uc2dc\uc7a5\uc5d0\uc11c \uc8fc\uc2dd\uc758 \ucd5c\uc18c 20% \uc774\uc0c1\uc744 \ub9e4\ub9e4\ud558\uc9c0 \uc54a\uace0 \uc788\ub294 \uae30\uc5c5\uc740 \uc81c\uc678\ud588\ub2e4.<\/p>\n

\uadf8 \ud6c4 \ub098\uba38\uc9c0 \ud68c\uc0ac\ub97c 33\uac1c \uc0b0\uc5c5 \uadf8\ub8f9\uc73c\ub85c \uad6c\ubd84\ud558\uace0 \uac01 \uadf8\ub8f9\uc5d0\uc11c \ucd5c\uc18c \uaddc\ubaa8 \ud68c\uc0ac\ub97c \uc81c\uac70\ud558\uae30 \uc704\ud574 \uc801\uc808\ud55c \uc2dc\uac00\ucd1d\uc561 \uae30\uc900\uc744 \uc124\uc815\ud558\uc5ec \ud45c\ubcf8\uc744 \uac1c\uc120\ud588\ub2e4. (\uc778\ud130\ub799\ud2f0\ube0c \uc7a5\ud45c\uc5d0\uc11c \uac01 \uc0b0\uc5c5\uc5d0 \uc801\uc6a9\ub41c \uc2dc\uac00\ucd1d\uc561 \uae30\uc900 \ucc38\uc870)<\/p>\n

\uc778\ud130\ub799\ud2f0\ube0c \uc7a5\ud45c\uc758 \uae00\ub85c\ubc8c \ub300\uae30\uc5c5\uc758 \uc21c\uc704 \ub3c4\ucd9c\uc744 \uc704\ud574 \uc2dc\uac00\ucd1d\uc561\uae30\uc900 200\ub300 \uae30\uc5c5 \uc911 Top 50 \uae30\uc5c5\ub4e4\uc5d0 \uc9d1\uc911\ud588\ub2e4. 2015\ub144\ubd80\ud130 2019\ub144\uae4c\uc9c0 \uac01 \uae30\uc5c5\uc758 5\ub144 \ud3c9\uade0 TSR\uc744 \uae30\uc900\uc73c\ub85c \uae00\ub85c\ubc8c \uc21c\uc704 \ubc0f \uc0b0\uc5c5 \uc21c\uc704\ub97c \ub9e4\uacbc\ub2e4.<\/p>\n

\ub610\ud55c 4\uac1c \uc5c5\uacc4\uc758 \uc21c\uc704\ub97c \uc81c\uc678\ud55c \ubaa8\ub4e0 \uc21c\uc704\uc5d0\uc11c TSR \uc131\uacfc\ub97c BCG TSR \ubd84\ub958 \ubaa8\ub378\uc5d0 \uc801\uc6a9\ub41c 6\uac00\uc9c0 \ud22c\uc790\uc790 \uc911\uc2ec \uc7ac\ubb34\uc9c0\ud45c(\ub9e4\ucd9c\uc131\uc7a5, \ub9c8\uc9c4\ubcc0\ud654, \ubc30\uc218 \ubcc0\ud654(EBITDA), \ubc30\ub2f9 \uc218\uc775\ub960, \ubc1c\ud589\uc8fc\uc2dd \uc218 \ubcc0\ub3d9 \ubc0f \uc21c \ubd80\ucc44 \ubcc0\ub3d9)\ub85c \ubd84\ub958\ud588\ub2e4.<\/p>\n

\uc790\uc0b0\uad00\ub9ac \ubc0f \uc911\uac1c, \uc740\ud589, \ubcf4\ud5d8 \ubc0f \ubd80\ub3d9\uc0b0\uc774\ub77c\ub294 4\uac1c \uc0b0\uc5c5\uc758 \uacbd\uc6b0, \uc774\ub4e4 \ubd84\uc57c\uc758 \uac00\uce58\ucc3d\ucd9c \uce21\uc815\uacfc \uad00\ub828\ub41c \ud2b9\uc218\ud55c \ubd84\uc11d \ubb38\uc81c\ub85c \uc778\ud574 TSR \ubd84\ub958\uc5d0 \uc57d\uac04 \ub2e4\ub978 \uc811\uadfc\ubc95\uc744 \uc801\uc6a9\ud55c\ub2e4. \uc790\uc0b0 \uad00\ub9ac \ubc0f \uc911\uac1c, \uc740\ud589 \ubc0f \ubd80\ub3d9\uc0b0\uc758 \uacbd\uc6b0 \ub9e4\ucd9c\uc131\uc7a5\uc744 \uc790\uae30\uc790\ubcf8 \uc99d\uac00\ub85c \ub300\uccb4\ud558\uace0 \ub9c8\uc9c4\ubcc0\ud654\ub97c ROE \ubcc0\ud654\ub85c \ub300\uccb4\ud558\uba70, EBITDA \ubc30\uc218\ub97c P\/E \ubc30\uc218\ub85c \ub300\uccb4\ud55c\ub2e4. \uc21c\ubd80\ucc44 \ubcc0\ub3d9\uc740 \ud45c\uc2dc\ub418\uc9c0 \uc54a\ub294\ub2e4. \ubcf4\ud5d8\uc758 \uacbd\uc6b0, \ub9e4\ucd9c\uc131\uc7a5\uc744 \uc790\uae30\uc790\ubcf8 \uc99d\uac00\ub85c \ub300\uccb4\ud558\uace0, EBITDA \ubc30\uc218\ub97c \uc8fc\uac00\uc21c\uc790\uc0b0 \ubc30\uc218\ub85c \ub300\uccb4\ud55c\ub2e4. \ub9c8\uc9c4 \ubcc0\ud654\uc640 \uc21c\ubd80\ucc44 \ubcc0\ub3d9\uc740 \ud45c\uc2dc\ub418\uc9c0 \uc54a\ub294\ub2e4.<\/p>\n

\uc778\ud130\ub799\ud2f0\ube0c \uc7a5\ud45c\ub294 2020\ub144 \ub370\uc774\ud130\ubca0\uc774\uc2a4\uc758 \uae30\uc5c5 \uc21c\uc704\ub97c \ubc18\uc601\ud558\uba70 2020\ub144 \uc774\uc804\uc5d0 \ud569\ubcd1, \ud30c\uc0b0 \ub610\ub294 \uae30\ud0c0 \uc0ac\uc720\ub85c \ubaa9\ub85d\uc5d0\uc11c \uc81c\uc678\ub41c \ud68c\uc0ac\ub294 \ud3ec\ud568\ud558\uc9c0 \uc54a\ub294\ub2e4. \ub530\ub77c\uc11c \uc774\uc804 Value Creators \ubcf4\uace0\uc11c\uc758 \uc21c\uc704\uac00 \ub2e4\uc18c \ub2e4\ub97c \uc218 \uc788\ub2e4.<\/p>\n

\ucd9c\ucc98: S&P Capital IQ, Refinitiv, BCG ValueScience \uc13c\ud130
\n\uc8fc: \uc2dc\uac00\ucd1d\uc561\uc740 2019 \ub144 12 \uc6d4 31 \uc77c \uae30\uc900 \ub370\uc774\ud130\uc774\ub2e4. \uae30\uc5c5 \uc704\uce58\ub294 \ubcf8\uc0ac\uc758 \uc704\uce58\ub97c \ub098\ud0c0\ub0b8\ub2e4. 5 \ub144 \ud3c9\uade0 TSR\uc5d0 \ub300\ud55c TSR \uad6c\uc131\uc694\uc18c\uc758 \uae30\uc5ec\ub3c4\ub294 % \ud3ec\uc778\ud2b8\ub85c \ud45c\uc2dc\ub41c\ub2e4. \ubc30\ub2f9 \uc218\uc775\ub960\uc5d0\ub294 \ud604\uae08 \ubc30\ub2f9, \ud2b9\ubcc4 \ubc30\ub2f9, \ubd84\uc0ac(spin-off) \uc218\uc775, \uae30\ud0c0 \ud2b9\ubcc4 \ubc30\ub2f9\uae08 \ubc0f \uc8fc\uc2dd \ubd84\ud560 \uc870\uc815, \ubb34\uc0c1\uc99d\uc790 \ub610\ub294 \uae30\ud0c0 \uc77c\ud68c\uc131 \uc774\ubca4\ud2b8\uac00 \ud3ec\ud568\ub420 \uc218 \uc788\ub2e4. TSR \uad6c\uc131\uc694\uc18c\ub294 \uacf1\uc148 \uac12\uc774\uc9c0\ub9cc \uc7a5\ud45c\uc5d0\uc11c\ub294 \ub367\uc148 \uac12\uc73c\ub85c \uc804\ud658\ub418\uc5b4 \ubcf4\uc5ec\uc9c0\uba70, \ub098\uba38\uc9c0\ub294 \ub9c8\uc9c4\uacfc \ubc30\uc218 \ubcc0\ub3d9 \ud544\ub4dc\ub85c \ud560\ub2f9\ub41c\ub2e4. \ubc18\uc62c\ub9bc\uc73c\ub85c \uc778\ud574 \ucd1d \ud569\uacfc \ud45c\uc2dc\ub41c TSR \uac12\uc774 \ub2e4\ub97c \uc218 \uc788\ub2e4. \uc8fc\uc2dd \ubcc0\ub3d9(Share change)\uc740 \uc8fc\uac00 \ubcc0\ub3d9\uc774 \uc544\ub2c8\ub77c \ubc1c\ud589\uc8fc\uc2dd \uc218\uc758 \ubcc0\ud654\ub97c \ub098\ud0c0\ub0b8\ub2e4. \uc21c\ubd80\ucc44 \ubcc0\ub3d9\uc740 \uae30\uc5c5 \uac00\uce58 \ubcc0\ub3d9\uc5d0 \ub530\ub978 \uc2dc\uac00\ucd1d\uc561\uc758 \ubcc0\ub3d9\uc744 \ub9d0\ud558\uba70 \ubd80\ucc44 \ubc0f \ud604\uae08\uc758 \ubcc0\ub3d9\uc744 \ud3ec\ud568\ud55c\ub2e4.<\/p>\n

\uba74\ucc45\uc870\ud56d:<\/strong> \uc778\ud130\ub799\ud2f0\ube0c \uc7a5\ud45c\uc5d0 \ud3ec\ud568\ub41c \uc790\ub8cc\ub294 \uc815\ubcf4 \ucc38\uc870\uc6a9\uc73c\ub85c\ub9cc \uc81c\uacf5\ub41c\ub2e4. BCG\ub294 \uc2dc\uc7a5\uac70\ub798\uc5d0 \ub300\ud55c \uacf5\uc815\uc131 \uc758\uacac\uc774\ub098 \ud3c9\uac00\ub97c \uc81c\uacf5\ud558\uc9c0 \uc54a\uc73c\uba70, \uc774\ub4e4 \uc790\ub8cc\uac00 \uadf8\ub7ec\ud55c \uc758\uacac\uc774\ub098 \ud3c9\uac00\ub97c \uc81c\uacf5\ud558\ub294 \uac83\uc73c\ub85c \ud574\uc11d\ub420 \uc218 \uc5c6\ub2e4. \uc778\ud130\ub799\ud2f0\ube0c \uc7a5\ud45c\ub294 \ud22c\uc790\ub098 \uc7ac\ubb34 \uc790\ubb38\uc744 \uc81c\uacf5\ud558\uc9c0 \uc54a\ub294\ub2e4. \uadf8\ub7ec\ud55c \uc790\ubb38\uc744 \ubc1b\uc73c\ub824\uba74 \uc0ac\uc6a9\uc790\ub294 \uc790\uc0ac \uace0\ubb38\uc5d0\uac8c \ubb38\uc758\ud574\uc57c \ud55c\ub2e4.<\/p>\n

BCG\ub294 \uacf5\uac1c\ub41c \ub370\uc774\ud130\ub97c \uc0ac\uc6a9\ud588\ub2e4. BCG\ub294 \uc774\ub4e4 \ubd84\uc11d\uc5d0 \uc774\uc6a9\ub41c \ub370\uc774\ud130\uc640 \uac00\uc815\uc744 \ub3c5\ub9bd\uc801\uc73c\ub85c \uac80\uc99d\ud558\uc9c0 \uc54a\uc558\ub2e4. \ubc1c\ud589 \ubaa9\uc801\uc73c\ub85c \uc790\ub8cc\uac00 \uc218\uc9d1\ub41c \ub0a0\uc9dc \uc774\ud6c4\uc5d0 BCG\ub294 \uc774\ub7ec\ud55c \uc790\ub8cc\ub97c \uc5c5\ub370\uc774\ud2b8\ud558\uc9c0 \uc54a\uc558\uc73c\uba70, \ud574\ub2f9 \uc2dc\uc810 \uc774\ud6c4\uc5d0\ub294 \ud574\ub2f9 \uc815\ubcf4\uac00 \ucd5c\uc2e0 \uc815\ubcf4\uac00 \uc544\ub2c8\uac70\ub098 \ubd80\uc815\ud655\ud574\uc9c8 \uc218 \uc788\ub2e4. \uae30\ucd08 \ub370\uc774\ud130 \ub610\ub294 \uc6b4\uc601 \uac00\uc815\uc758 \ubcc0\uacbd\uc740 \ubd84\uc11d \ubc0f \uacb0\ub860\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce5c\ub2e4. \uc778\ud130\ub799\ud2f0\ube0c \uc7a5\ud45c\uc5d0 \uc0ac\uc6a9\ub41c \ubaa8\ub378\uc740 \uc0b0\uc5c5 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc791\ub3d9\ud558\ub3c4\ub85d \uc124\uacc4\ub418\uc5c8\uc73c\uba70, \uacb0\uacfc\uc758 \uc815\ud655\uc131\uc5d0 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\ub294 \ud68c\uc0ac \ub610\ub294 \uc0b0\uc5c5\ubcc4 \uc870\uc815\uc744 \ubc18\uc601\ud558\ub294 \uc138\ubd80\uc801\uc778 \uacc4\uc0b0\uc744 \ub300\uccb4\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub2e4.<\/p>\n

\uc6d0\ubb38(\uc601\uc5b4) \ubcf4\ub7ec\uac00\uae30<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

BCG\uc758 2020\ub144 Value Creators \uc21c\uc704\ub294 \uacbd\uc81c\uc801 \uc5ed\uc0ac\uc5d0\uc11c \ud2b9\ubcc4\ud55c \uc21c\uac04\uc5d0 \uacf5\uac1c\ub418\uace0 \uc788\ub2e4. \uae30\uc5c5\ub4e4\uc774 \uacfc\uac70\uc5d0 \uc5ec\ub7ec \ubcc0\ub3d9\uc131\uacfc \ud63c\ub780\uc758 \uc2dc\uae30\ub4e4\uc744 \uacaa\uc5b4\uc57c \ud588\uc9c0\ub9cc \ucf54\ub85c\ub09819\uc758 \uacbd\uc81c\uc801 \uc5ec\ud30c\ub294 \uadf8 \ubc94\uc704\uc640 \uc815\ub3c4\uc5d0\uc11c \ube44\uad50 \ub300\uc0c1\uc774 \uc5c6\uc744 \uc815\ub3c4\uc774\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":2154,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[24],"tags":[],"class_list":{"0":"post-2150","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bcgx_digital_ai"},"_links":{"self":[{"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/posts\/2150","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/comments?post=2150"}],"version-history":[{"count":0,"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/posts\/2150\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/media\/2154"}],"wp:attachment":[{"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/media?parent=2150"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/categories?post=2150"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/tags?post=2150"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}