thinkpool

아래 14일자로 올리신 영문기사 해석해 보니 정말 엄청난 재료네요. 경영권 방어, 인수를 위한 대주 사이의 지분 경쟁이 불붙기만 하면 주가는 폭발할 것. 확실히 좋은 회사입니다. 저 PER에 높은 EPS와 영업신장세 등...

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디엠에스(068790)

Display Manufacturing Service, a leading South Korean maker of semiconductor equipment, could be a takeover target from foreign investors, according to analysts. A company spokesman said that a hostile takeover is a possibility. Foreign investors recently raised their stake in the listed company to 8.35%, and are likely to increase that due to the company's improving earnings prospects and rising exports, the analysts said. Park Chan Woo, an analyst at Dongbu Securities, said, "Foreign investors are attracted by the company's improving earnings picture and efforts to explore overseas markets." The analysts said it is likely that a hostile takeover could take place because the stake held by the largest shareholder, Park Yong Seok, is relatively small. Park, the company CEO, has a 22% stake, according to the company spokesman. He said the company had no concrete plan to cope with the possibility. "We are just closely watching the move by foreign shareholders." Dongbu's Park expects the company's sales to rise 40% to KRW 209.1bn (USD 220m) this year, with operating profit expected to go up 84%. The company is actively exploring the Taiwanese market, which accounts for more than 90% of the company's exports. Park, who has a buy rating on the company's stock, said the company could buy shares to defend against the possibility of a hostile takeover. Park Jung Wook, an analyst at SK Securities, said the foreign shareholders could buy more shares, adding that their combined stakes at one point last year rose to 16%r. "It is a good company, so it could be a reasonable target." But, he added that the potential buyers could be short-term hedge funds, which are interested in raising the company value to take profits. "Such funds could buy shares only with the intention of boosting the share price."



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