\uce74\uc9c0\ub178<\/a>\ub97c \uc6b4\uc601\ud558\uace0\u00a0\uc788\uc73c\uba70<\/p>\n\ub9c8\ub2d0\ub77c \uc778\uadfc\uc5d0 \ub450 \ubc88\uc9f8 \ubd80\ub3d9\uc0b0\uc778\u00a02023\ub144 \ub9d0 \uc774\uc804\uc5d0 \uc644\uacf5\ub420 \uc608\uc815 \uc774\ub2e4.<\/p>\n
Morgan Stanley\uc758 \ubd84\uc11d\uac00 Gareth Leung\uacfc Praveen Choudhary\ub294\u00a0\uce74\uc9c0\ub178 \ud68c\uc0ac\uc758\u00a02022\ub144<\/p>\n
2\ubd84\uae30 \ubcf4\ub958 \uc870\uc815 EBITDA\uc640 \uc789\uc5ec \ud604\uae08 \ud750\ub984\uc774 \uc774\ubbf8 2019\ub144 2\ubd84\uae30\uc758 73%\uc640 52%\ub85c \ud68c\ubcf5\ub418<\/p>\n
\uc5c8\ub2e4\uace0 \ub9d0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n
\ud68c\ubcf5 \uc18d\ub3c4\ub294 \uce74\uc9c0\ub178 \ub3c5\uc810\uc774 \uc788\ub294 \uad00\ud560 \uad6c\uc5ed\uc778 “\uc2f1\uac00\ud3ec\ub974\uc640 \uc77c\uce58”\ud588\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4.<\/h5>\n
\ubd84\uc11d\uac00\ub4e4\uc740 \uc774\ubbf8 \ucf54\ub85c\ub09819 \ud310\ub2e4\ubbf9 \ubd09\uc1c4\uc758 \uc644\ud654\ub85c \uc778\ud574\u00a0 7\uc6d4\uacfc 8\uc6d4\uc5d0 \ub9c8\ub2d0\ub77c\ub85c \uac00\ub294 \uad6d\uc81c\uc120<\/p>\n
\ud56d\uacf5\ud3b8\uc774 \uc99d\uac00\ud55c \ud6c4 \ube14\ub8f8\ubca0\ub9ac \ub9ac\uc870\ud2b8\uac00 \uc62c\ud574 \ud558\ubc18\uae30\uc5d0 \ub354\uc6b1 \uac1c\uc120\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n
\uc560\ub110\ub9ac\uc2a4\ud2b8\ub4e4\uc740 “2022\ub144 3\ubd84\uae30 EBITDA\ub97c 40\uc5b5 PHP(\ubbf8\ud654 7090\ub9cc \ub2ec\ub7ec)\ub85c \uc608\uc0c1\ud55c\ub2e4”\uace0<\/p>\n
\ubc1d\ud614\ub2e4.\u00a0\uc608\uc0c1\ub418\ub294 3\ubd84\uae30 EBITDA \uc218\uce58\ub294 2019\ub144\uc758 88%\ub97c \ucc28\uc9c0\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n
Morgan Stanley \ud300\uc740 “2022\ub144 EBITDA \ucd94\uc815\uce58\ub97c 8% \uc99d\uac00\ud55c 150\uc5b5 PHP\ub85c \ub192\uc600\uc2b5\ub2c8\ub2e4.”<\/p>\n
\ub77c\uace0 \uc37c\uc2b5\ub2c8\ub2e4. \uc774\ub294 2019\ub144 \uc218\uc900\uc758 77%\uc774\uba70 \uc2dc\uc7a5 \ucee8\uc13c\uc11c\uc2a4\ubcf4\ub2e4 18% \ub192\uc740 \uc218\uce58\uc785\ub2c8\ub2e4.<\/p>\n
4\ubd84\uc758 1.\uc560\ub110\ub9ac\uc2a4\ud2b8\ub4e4\uc740 \ube14\ub8f8\ubca0\ub9ac\uc758 2023\ub144 EBITDA\uac00 192\uc5b5 5000\ub9cc PHP\uc5d0 \uc774\ub97c \uac83<\/p>\n
\uc73c\ub85c \uc608\uc0c1\ud588\ub2e4. \uc774\ub294 2019\ub144\uc5d0 \ube44\ud574 \uc644\uc804\ud788 \ud68c\ubcf5\ub418\uace0 “\ucf54\ub85c\ub09819 \uae30\uac04 \ub3d9\uc548 \uc5bb\uc740 \ud504\ub9ac\ubbf8\uc5c4<\/p>\n
\ub300\ub7c9 \uc218\uc775\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc774 \ub354 \ub192\uc544\uc9d0”\uc744 \ubc18\uc601\ud55c \uac83\uc774\ub2e4.<\/p>\n
\uadf8\ub4e4\uc740 \ub9c8\ub2d0\ub77c \uc5d4\ud130\ud14c\uc778\uba3c\ud2b8 \uc2dc\ud2f0\uc5d0 \uc788\ub294 \uc194\ub808\uc5b4\uc758 \ub77c\uc774\ubc8c \uce74\uc9c0\ub178 \ub9ac\uc870\ud2b8\ub97c \uc5b8\uae09\ud558\uba74\uc11c<\/p>\n
\u201c\ube14\ub8f8\ubca0\ub9ac \uacbd\uc601\uc9c4\uc758 \ub354 \ub098\uc740 \uc2e4\uc801\uc744 \uace0\ub824\ud560 \ub54c \uc7a5\uae30\uc801\uc73c\ub85c \uc624\uce74\ub2e4[\ub9c8\ub2d0\ub77c]\uc5d0 \ub300\ud55c<\/p>\n
\ube14\ub8f8\ubca0\ub9ac\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728 \uc190\uc2e4\uc740 \uc904\uc5b4\ub4e4 \uac83\uc73c\ub85c \uc608\uc0c1\ud55c\ub2e4\u201d\uace0 \ub367\ubd99\uc600\ub2e4.<\/p>\n
\uc560\ub110\ub9ac\uc2a4\ud2b8\ub4e4\uc740 “\ube44\uc6a9 \ud1b5\uc81c\uc640 \uc218\uc775 \ubbf9\uc2a4 \uac1c\uc120\uc73c\ub85c EBITDA \ub9c8\uc9c4 \uac1c\uc120\uc5d0 \ub354 \uae0d\uc815\uc801”\uc774\ub77c\uace0<\/p>\n
\ub9d0\ud588\ub2e4. \ud68c\uc0ac\uc758 \uae0d\uc815\uc801\uc778 \ud604\uae08 \ud750\ub984\uc740 \ud604\uc7ac Quezon City\uc758 Vertis\uc5d0\uc11c \uac1c\ubc1c \uc911\uc778 \uc0c8\ub85c\uc6b4<\/p>\n
\ud504\ub85c\uc81d\ud2b8\uc778 Solaire North\uc758 \uc790\ubcf8 \uc9c0\ucd9c\uc744 \ub4b7\ubc1b\uce68\ud558\uace0 \uc788\ub2e4\uace0 \ubd84\uc11d\uac00\ub4e4\uc740 \uc81c\uc548\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n
\uc560\ub110\ub9ac\uc2a4\ud2b8\ub4e4\uc740 “[\ube14\ub8f8\ubca0\ub9ac \ub9ac\uc870\ud2b8\uc758] \uc789\uc5ec \ud604\uae08 \ud750\ub984\uc740 2022\ub144\uc5d0 65\uc5b5 PHP(2019\ub144<\/p>\n
\uc218\uc900\uc758 55%), 2023\ub144\uc5d0\ub294 96\uc5b5 PHP(2019\ub144 \uc218\uc900\uc758 80%)\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ud569\ub2c8\ub2e4”\ub77c\uace0<\/p>\n
\uc37c\uc2b5\ub2c8\ub2e4. \uadf8\ub4e4\uc740 “\ub204\uc801\ud558\uba74 2022\ub144 \ud558\ubc18\uae30(PHP150\uc5b5)\uc640 2023\ub144(PHP200\uc5b5)\uc5d0 \uc194\ub808\uc5b4<\/p>\n
\ub178\uc2a4\uc5d0 \ub300\ud55c \uc124\ube44 \ud22c\uc790\uc758 45%\uc5d0 \ud574\ub2f9\ud55c\ub2e4”\uace0 \ub367\ubd99\uc600\ub2e4.<\/p>\n
\ud544\ub9ac\ud540 \uce74\uc9c0\ub178<\/a> \uc6b4\uc601\uc5c5\uccb4\uc778 \ube14\ub8f8\ubca0\ub9ac \ub9ac\uc870\ud2b8 \uc8fc\uc2dd\ud68c\uc0ac \ub294 \uc9c0\uae08\uae4c\uc9c0 \ub3d9\ub0a8\uc544\uc2dc\uc544 \uac8c\uc784<\/p>\n\uc2dc\uc7a5\uc5d0\uc11c “\ucd5c\uace0 \uc218\uc900”\uc73c\ub85c \ud68c\ubcf5 \uc18d\ub3c4\ub97c \ubcf4\uc600\uc73c\uba70 \ub0b4\ub144\uc5d0\ub294 EBITDA(\uc774\uc790, \uacfc\uc138, \uac10\uac00\uc0c1\uac01 \ubc0f<\/p>\n
\uc0c1\uac01 \uc804 \uc218\uc775)\uac00 \uac00\uc7a5 \ucd5c\uadfc\uc758 \uc774\uc804 \uc218\uc775\uc758 100%\uc5d0 \ub3c4\ub2ec\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"
\ube14\ub8f8\ubca0\ub9ac, 2023\ub144\uae4c\uc9c0 2019 EBITDA\uc640 \uc77c\uce58: \ubaa8\uac74\uc2a4\ud0e0\ub9ac \ud544\ub9ac\ud540 \uce74\uc9c0\ub178 \uc6b4\uc601\uc5c5\uccb4\uc778 \ube14\ub8f8\ubca0\ub9ac \ub9ac\uc870\ud2b8 \uc8fc\uc2dd\ud68c\uc0ac \ub294 \uc9c0\uae08\uae4c\uc9c0 \ub3d9\ub0a8\uc544\uc2dc\uc544 \uac8c\uc784 \uc2dc\uc7a5\uc5d0\uc11c “\ucd5c\uace0 \uc218\uc900”\uc73c\ub85c \ud68c\ubcf5 \uc18d\ub3c4\ub97c \ubcf4\uc600\uc73c\uba70 \ub0b4\ub144\uc5d0\ub294 EBITDA(\uc774\uc790, \uacfc\uc138, \uac10\uac00\uc0c1\uac01 \ubc0f \uc0c1\uac01 \uc804 \uc218\uc775)\uac00 \uac00\uc7a5 \ucd5c\uadfc\uc758 \uc774\uc804 \uc218\uc775\uc758 100%\uc5d0 \ub3c4\ub2ec\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. 2019\ub144 \ud32c\ub370\ubbf9 \uae30\uac04\uc740 \ucd5c\uadfc \uc5f0\uad6c \ub178\ud2b8\uc5d0\uc11c \uc911\uac1c\uc5c5\uccb4\uc778 Morgan Stanley Asia Ltd\ub97c \uc81c\uc548\ud569\ub2c8\ub2e4. \ube14\ub8f8\ubca0\ub9ac \ub9ac\uc870\ud2b8\ub294 \ud544\ub9ac\ud540 \uc218\ub3c4 \ub9c8\ub2d0\ub77c\uc5d0\uc11c […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-4801","post","type-post","status-publish","format-standard","hentry","category-1"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/posts\/4801","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/comments?post=4801"}],"version-history":[{"count":3,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/posts\/4801\/revisions"}],"predecessor-version":[{"id":4805,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/posts\/4801\/revisions\/4805"}],"wp:attachment":[{"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/media?parent=4801"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/categories?post=4801"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vgsbcwjl.shop\/wp-json\/wp\/v2\/tags?post=4801"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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<\/p>\n