ํ๋LNGํด์ด, ์ธ๋ ๊ธฐ์ ์ ๋งค๊ฐโฆโ์๋์ง ์๋ณด ๊ฒฝ๊ณ ๋ฑโ
LNG์ ์ทจ์จ ํ๋ฝ์ผ๋ก ํด์ธ ์์กด ์ฐ๋ ค
| ํญ๋ชฉ | ๊ฐ |
|---|---|
| ํ์ฌ๊ฐ | 19,000 ์ |
| ๋ณ๋๋ | โผ 10.00 ์ |
| ๋ณ๋๋ฅ | -0.05% |
| ๊ฑฐ๋๋ | 804,634 |
| ๊ฑฐ๋๋๊ธ | 15,282,581,645 ์ |
| ๋ ์ง | ์๊ฐ | ๊ณ ๊ฐ | ์ ๊ฐ | ์ข ๊ฐ | ๊ฑฐ๋๋ | ๊ฑฐ๋๋๊ธ |
|---|---|---|---|---|---|---|
| 11/13/2025 | 19,990 | 19,990 | 19,400 | 19,420 | 1,637,011 | 32,015,280,275 |
| 11/16/2025 | 19,440 | 19,490 | 19,060 | 19,240 | 1,185,437 | 22,784,014,120 |
| 11/17/2025 | 19,020 | 19,200 | 18,740 | 18,750 | 1,132,039 | 21,385,879,805 |
| 11/18/2025 | 18,930 | 19,300 | 18,930 | 19,050 | 1,119,880 | 21,415,469,160 |
| 11/19/2025 | 19,090 | 19,450 | 19,050 | 19,230 | 791,032 | 15,271,442,885 |
| 11/20/2025 | 19,050 | 19,170 | 18,940 | 19,150 | 811,115 | 15,448,329,040 |
| 11/23/2025 | 19,250 | 19,290 | 18,660 | 18,660 | 1,792,050 | 33,729,096,925 |
| 11/24/2025 | 18,850 | 18,950 | 18,660 | 18,710 | 699,300 | 13,134,664,625 |
| 11/25/2025 | 18,890 | 19,070 | 18,830 | 19,010 | 891,017 | 16,873,123,520 |
| 11/26/2025 | 19,010 | 19,090 | 18,950 | 19,000 | 804,634 | 15,282,581,645 |
| ์์ฅ | ์๊ฐ์ด์ก | ๊ธฐ์ ์์ | ์ฃผ์์ | ์ธ๊ตญ์ธ ๋น์ค | ์ฐ์ ๊ตฐ | ์ธ๋ถ ์ฐ์ ๊ตฐ | 52์ฃผ ์ต๊ณ | 52์ฃผ ์ต์ |
|---|---|---|---|---|---|---|---|---|
| kospi | 179,215์ต | 39์ | 943,237,970 | 6.67% | ์ด์ก | ํด์ด | 26,250 | 17,260 |
HMM์ 1976๋ ์ค๋ฆฝ๋ ๊ธฐ์ ์ผ๋ก ํด์์ด์ก์ ์ ์์ํ๊ณ ์๋ค. ์ฃผ์ ์ข ์๊ธฐ์ ์ ์์ด์น์ ์ ์ค์ ์๋น์ค,์์ด์น์ ์ ํผ์ํฝ, ์์ด์นํฐ์ํค์๋ผ์ค๊ฐ ์๋ค. ์ฃผ์ ๋งค์ถ์ ์ปจํ ์ด๋ ์ด์ก ๋ถ๋ฌธ์์ ๋ฐ์ํ๊ณ ์์ผ๋ฉฐ ๋ฒํฌ์ ์ด์ก ๋ถ๋ฌธ์ด ๋ค๋ฅผ ์๊ณ ์๋ค. ์ธ๊ณ 3๋ ํด์ด๋๋งน์ธ ๋์ผ๋ผ์ด์ธ์ค ์ ํ์์ผ๋ก ๋ฑ๋ก๋์ด ์์ผ๋ฉฐ, ์ด์ ๋ฐ๋ผ ์ ๋ฝ ๋ ธ์ ๋ฐ ๋ฏธ์ฃผ 5๊ฐ ๋ ธ์ ๊ณผ ์ค๋ 2๊ฐ ๋ ธ์ ์ ์ด์กํ ์ ์๋ค.
LNG์ ์ทจ์จ ํ๋ฝ์ผ๋ก ํด์ธ ์์กด ์ฐ๋ ค
[๋ฐ์ผ๋ฆฌํ๊ตญ ์ํจ๋ฌธ ๊ธฐ์] ๊ตญ๋ด ์ฌ๋ชจํ๋(PEF) ์ด์ฉ์ฌ IMMํ๋ผ์ด๋น์์ฟผํฐ์ IMM์ธ๋ฒ ์คํธ๋จผํธ ์ปจ์์์์ด ํ๋LNGํด์ด์ ์ธ๋๋ค์์ ์ธก์ ๋งค๊ฐํ๋ ๊ณ์ฝ์ ์ฒด๊ฒฐํ ๊ฒ์ผ๋ก ํ์ธ๋๋ค.26์ผ ์ฐํฉ๋ด์ค ๋ฑ์ ๋ฐ๋ฅด๋ฉด ์ด๋ ์ปจ์์์์ ํ๋LNGํด์ด์ ์ง์ฃผํ์ฌ ๊ฒฉ์ธ ํน์๋ชฉ์ ๋ฒ์ธ(SPC) '์์ด๊ธฐ์ค์' ์ง๋ถ 100๏ผ ๋ฅผ ์ธ๋๋ค์์ ์๋๋ฅด๋ง์ค๊ทธ๋ฃน์ ํด์ดยท์์๊ฐ๋ฐ ๊ณ์ด์ฌ์ธ ํ๋ฐํฐ์ด๋ฆฌ์์ค์ ๋งค๊ฐํ๋ ์ฃผ์๋งค๋งค๊ณ์ฝ(SPA)์ ์ฒด๊ฒฐํ๋ค๊ณ ๋ฐํ๋ค.ํ๋LNGํด์ด์ ์กํ์ฒ์ฐ๊ฐ์ค(LNG) ์ด๋ฐ์ 12์ฒ๊ณผ ์กํ์์ ๊ฐ์ค(LPG) ์ด๋ฐ์ 6์ฒ, LNG๋ฒ์ปค๋ง์ 1์ฒ ๋ฑ์
๋ถ์ฑ ์ ์ธ 4์ฒ์ต์์ ๊ณ์ฝ ์ ๋ถ ์น์ธ ๋ฐ์์ผ ์ต์ข ์ฑ์ฌIMMํ๋ผ์ด๋น์์ฟผํฐ์ IMM์ธ๋ฒ ์คํธ๋จผํธ ์ปจ์์์์ด 11๋ ๋ง์ ๊ตญ๋ด LNG(์กํ์ฒ์ฐ๊ฐ์ค)์ ๋ฐ ์ ๋ฌธ ํด์ด์ฌ ํ๋LNGํด์ด์ ๋งค๊ฐํ..
IMMํ๋ผ์ด๋น์์ฟผํฐยทIMM์ธ๋ฒ ์คํธ๋จผํธ ์ปจ์์์(IMM ์ปจ์์์)์ 26์ผ ํ๋LNGํด์ด์ ์ง์ฃผํ์ฌ ๊ฒฉ์ธ ํน์๋ชฉ์ ๋ฒ์ธ(SPC) '์์ด๊ธฐ์ค์(Aegis One)' ์ง๋ถ 100%๋ฅผ ์ธ๋๋ค์์ ์๋๋ฅด๋ง์ค(Sinar Mas) ๊ทธ๋ฃน์ ํด์ดยท์์๊ฐ๋ฐ ๊ณ์ด์ฌ์ธ ํ๋ฐํฐ์ด๋ฆฌ์์ค(Frontier Resources)์ ๋งค๊ฐํ๋ ์ฃผ์๋งค๋งค๊ณ์ฝ(SPA)์ ์ฒด๊ฒฐํ๋ค.IMM์ปจ์์์, 2014๋ ์ธ์ ํ ๊ธ๋ก๋ฒ LNGยทLPG ์ด์ก์ฌ๋ก ์ฑ์ฅ์์ผํ๋LNGํด์ด์ ๊ตญ๋ด ์ปจํ ์ด๋ ์ ์ฌ์ธ HMM๊ณผ ํจ๊ป ํ๋์์
์ปจํ ์ด๋์ ์ ํฉ์ด '์ฌ์' ์์ค์ ์ด๋ฅธ๋ค๋ ๊ฒฝ๊ณ ๊ฐ ์๋ฐ๋ฅด์ ๊ตญ๋ด ์ต๋ ํด์ด์ฌ HMM์ ๋ฒํฌ์ ์ผ๋ก ๋์ ๋๋ฆฌ๊ณ ์๋ค. ์ฅ๊ธฐ๊ณ์ฝ ์์ฃผ์ ๋ฒํฌ์ ์ฌ์ ์ ํตํด ์์ต์ฑ์ ๋ฐฉ์ดํ๋ ค๋ ๊ตฌ์์ด๋ค. 25์ผ ์ ๊ณ์ ๋ฐ๋ฅด๋ฉด HMM์ ์ฌํด 1~3๋ถ๊ธฐ ๋ฒํฌ์ ์ด์ก๋์ 3100๋งt์ผ๋ก ์ ๋ ๋๊ธฐ(2816๋งt) ๋๋น ์ฝ 10% ๊ธ์ฆํ๋ค. ๊ฐ์ ๊ธฐ๊ฐ ์ปจํ ์ด๋์ ์ด์ก์ค์ ์ 283๋งTEU(1TEU๋ 20ํผํธ ์ปจํ ์ด๋ 1๊ฐ)์์ 293๋งTEU๋ก 3% ์ฆ๊ฐํ๋ ๋ฐ ๊ทธ์ณค๋ค. ๋ฒํฌ์ ์ด๋ ํฌ
| ๋ ์ง | ๋งค์ถ์ก | ๋งค์ถ์ก ์ฆ๊ฐ์จ | ์์ ์ด์ต | ์์ ์ด์ต ์ฆ๊ฐ์จ | ์์ด์ต | ์์ด์ต ์ฆ๊ฐ์จ |
|---|---|---|---|---|---|---|
| 2024.4Q | 11,700,224,000,000 | 39.27% | 3,512,847,000,000 | 500.72% | 3,782,129,000,000 | 290.44% |
| 2023.4Q | 8,400,969,000,000 | -54.79% | 584,770,000,000 | -94.12% | 968,692,000,000 | -90.40% |
| 2022.4Q | 18,582,770,000,000 | 34.71% | 9,951,555,000,000 | 34.89% | 10,085,439,000,000 | 88.97% |
| 2021.4Q | 13,794,148,000,000 | 115.09% | 7,377,522,000,000 | 652.21% | 5,337,151,000,000 | 4205.33% |
๊ฐ์ธ: 82,743
๊ธฐ๊ด: -102,832
์ธ์ธ: 22,009
๊ฐ์ธ: 15,648,023
๊ธฐ๊ด: -6,734,323
์ธ์ธ: -8,036,223
| ๋ ์ง | ๊ฐ์ธ | ๊ธฐ๊ด | ์ธ์ธ |
|---|---|---|---|
| 2025-11-27 | 82,743 | -102,832 | 22,009 |
| 2025-11-26 | -74,462 | 53,786 | 30,352 |
| 2025-11-25 | -23,312 | -83,380 | 111,188 |
| 2025-11-24 | 425,824 | -138,040 | -295,164 |
| 2025-11-21 | -171,540 | 1,096 | 170,712 |
| 2025-11-20 | -127,762 | 8,827 | 117,410 |
| 2025-11-19 | -182,041 | 62,282 | 126,068 |
| 2025-11-18 | 303,551 | -188,911 | -119,254 |
| 2025-11-17 | 103,451 | -165,203 | 108,879 |
| 2025-11-14 | 969,392 | -373,346 | -594,016 |
| 2025-11-13 | 389,482 | -373,629 | -8,117 |
| 2025-11-12 | -227,771 | 10,162 | 217,640 |
| 2025-11-11 | 251,438 | -133,336 | -121,691 |
| 2025-11-10 | -195,673 | 134,551 | 59,249 |
| 2025-11-07 | 134,565 | -60,048 | -80,389 |
| 2025-11-06 | -56,080 | -27,704 | 77,693 |
| 2025-11-05 | 610,627 | -24,567 | -601,906 |
| 2025-11-04 | -97,168 | -68,153 | 166,193 |
| 2025-11-03 | 284,361 | -128,878 | -155,553 |
| 2025-10-31 | -18,600 | -27,082 | 44,163 |
| 2025-10-30 | 176,617 | -16,923 | -161,464 |
| ๋ ์ง | ๊ฐ์ธ | ๊ธฐ๊ด | ์ธ์ธ |
|---|---|---|---|
| 2025-11-27 | 2,557,642 | -1,641,328 | -885,998 |
| 2025-11-26 | 2,474,899 | -1,538,496 | -908,007 |
| 2025-11-25 | 2,549,361 | -1,592,282 | -938,359 |
| 2025-11-24 | 2,572,673 | -1,508,902 | -1,049,547 |
| 2025-11-21 | 2,146,849 | -1,370,862 | -754,383 |
| 2025-11-20 | 2,318,389 | -1,371,958 | -925,095 |
| 2025-11-19 | 2,446,151 | -1,380,785 | -1,042,505 |
| 2025-11-18 | 2,628,192 | -1,443,067 | -1,168,573 |
| 2025-11-17 | 2,324,641 | -1,254,156 | -1,049,319 |
| 2025-11-14 | 2,221,190 | -1,088,953 | -1,158,198 |
| 2025-11-13 | 1,251,798 | -715,607 | -564,182 |
| 2025-11-12 | 862,316 | -341,978 | -556,065 |
| 2025-11-11 | 1,090,087 | -352,140 | -773,705 |
| 2025-11-10 | 838,649 | -218,804 | -652,014 |
| 2025-11-07 | 1,034,322 | -353,355 | -711,263 |
| 2025-11-06 | 899,757 | -293,307 | -630,874 |
| 2025-11-05 | 955,837 | -265,603 | -708,567 |
| 2025-11-04 | 345,210 | -241,036 | -106,661 |
| 2025-11-03 | 442,378 | -172,883 | -272,854 |
| 2025-10-31 | 158,017 | -44,005 | -117,301 |
| 2025-10-30 | 176,617 | -16,923 | -161,464 |
| ์์ฐ์ด๊ณ | ๋ถ์ฑ๋น์จ | ์๋ณธ๋น์จ |
|---|---|---|
| 31,981,632,000,000 | 20.31% | 79.69% |
| ๊ตฌ์ฑ ์์ | ๋น์จ |
|---|---|
| ์ปจํ ์ด๋ ์ด์ก [์ปจํ ์ด๋] | 82.9% |
| ๋ฒํฌํ๋ฌผ ์ด์ก [๋ฒํฌ] | 14.8% |
| ํฐ๋ฏธ๋ ๋ฑ [๊ธฐํ] | 2.3% |
์ต๊ทผ ๊ณต๋งค๋ ๊ฑฐ๋๋: 173,538 (17.16%)
์ต๊ทผ ๊ณต๋งค๋ ์๊ณ : 10,276,053 (1.09%)
| ๋ ์ง | ์ข ๊ฐ | ๊ณต๋งค๋๋ | ๊ณต๋งค๋๋น์ค |
|---|---|---|---|
| 2025-11-27 | 19,000 | 173,538 | 17.16% |
| 2025-11-26 | 19,010 | 262,955 | 24.38% |
| 2025-11-25 | 18,710 | 100,999 | 11.26% |
| 2025-11-24 | 18,660 | 104,767 | 4.85% |
| 2025-11-21 | 19,150 | 52,361 | 4.93% |
| 2025-11-20 | 19,230 | 122,526 | 11.67% |
| 2025-11-19 | 19,050 | 128,601 | 8.30% |
| 2025-11-18 | 18,750 | 129,115 | 7.21% |
| 2025-11-17 | 19,240 | 163,407 | 9.78% |
| 2025-11-14 | 19,420 | 265,405 | 11.55% |
| 2025-11-13 | 20,000 | 197,591 | 10.38% |
| 2025-11-12 | 20,200 | 66,781 | 5.68% |
| 2025-11-11 | 19,910 | 132,364 | 7.73% |
| 2025-11-10 | 20,200 | 96,607 | 7.50% |
| 2025-11-07 | 19,820 | 118,592 | 6.91% |
| 2025-11-06 | 20,050 | 100,592 | 6.16% |
| 2025-11-05 | 19,800 | 619,043 | 17.96% |
| 2025-11-04 | 20,200 | 136,070 | 7.35% |
| 2025-11-03 | 20,250 | 130,669 | 5.30% |
| 2025-10-31 | 20,550 | 132,650 | 6.21% |
| 2025-10-30 | 20,750 | 367,121 | 13.70% |
| ๋ ์ง | ์ข ๊ฐ | ๊ณต๋งค๋ ์๊ณ | ๊ณต๋งค๋ ๋น์ค |
|---|---|---|---|
| 2025-11-25 | 18,710 | 10,276,053 | 1.09% |
| 2025-11-24 | 18,660 | 10,460,580 | 1.11% |
| 2025-11-21 | 19,150 | 10,816,509 | 1.15% |
| 2025-11-20 | 19,230 | 10,951,434 | 1.16% |
| 2025-11-19 | 19,050 | 10,987,306 | 1.16% |
| 2025-11-18 | 18,750 | 11,035,941 | 1.17% |
| 2025-11-17 | 19,240 | 10,981,743 | 1.16% |
| 2025-11-14 | 19,420 | 11,055,293 | 1.17% |
| 2025-11-13 | 20,000 | 10,771,711 | 1.14% |
| 2025-11-12 | 20,200 | 10,668,090 | 1.13% |
| 2025-11-11 | 19,910 | 10,838,453 | 1.15% |
| 2025-11-10 | 20,200 | 10,873,499 | 1.15% |
| 2025-11-07 | 19,820 | 10,921,085 | 1.16% |
| 2025-11-06 | 20,050 | 11,061,853 | 1.17% |
| 2025-11-05 | 19,800 | 11,194,050 | 1.19% |
| 2025-11-04 | 20,200 | 10,620,830 | 1.13% |
| 2025-11-03 | 20,250 | 10,803,266 | 1.15% |
| 2025-10-31 | 20,550 | 10,859,015 | 1.15% |
| 2025-10-30 | 20,750 | 11,097,476 | 1.18% |
| 2025-10-29 | 20,650 | 11,006,732 | 1.17% |
| 2025-10-28 | 21,000 | 10,947,941 | 1.16% |
| ํญ๋ชฉ | HMM | ์ ์ข ํ๊ท | ์ ์ข ๋ด ์์ |
|---|---|---|---|
| ์๊ฐ์ด์ก | 179,309.538 | 26,696.08 | 1์ |
| PER(์ต๊ทผ4๋ถ๊ธฐ) | 7.259 | 7.16 | 4์ |
| PBR | 0.765 | 0.64 | 3์ |
| ROE(์ต๊ทผ4๋ถ๊ธฐ) | 15.346 | 16.73 | 3์ |
| ๋ฐฐ๋น์์ต๋ฅ (์ต๊ทผ์ฐ๋) | - | - | -์ |
| ์์ ์ด์ต๋ฅ (์ต๊ทผ์ฐ๋) | 30.024 | 16.67 | 1์ |
| ์์ด์ต๋ฅ (์ต๊ทผ์ฐ๋) | 32.325 | 18.26 | 2์ |
| ๋ถ์ฑ๋น์จ(์ต๊ทผ์ฐ๋) | 21.515 | 115.3 | 8์ |
| ๋งค์ถ์ก(์ต๊ทผ์ฐ๋) | 117,002.24 | 25,678.38 | 1์ |
| ์์ ์ด์ต(์ต๊ทผ์ฐ๋) | 35,128.47 | 5,653.18 | 1์ |
| ๋น๊ธฐ์์ด์ต(์ต๊ทผ์ฐ๋) | 37,821.29 | 5,500.9 | 1์ |