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[Smart Fund] ̺(078520)

Smart Fund м Ʈ (2010 3 17)

 

̺(078520) – ƻ ƽó?

 

⿡ ռ – tip: ̹ ƻ ˻غ.

 

ȭǰ ̻ α νϴ ſ 忡 Ͼ忡 ̺ ӵǰڳĴ DZ ſ ̴. ̴ , ֳθƮ ̻ ϴ ƴϱ ̶ Ѵ. ݸ ǿ ö þ ݴ ǰ ٴ Լҹ 鼭 þ ִ. üũϰ ȹ ֺ ı, Ƽ м غ, ְ 𵨷 ذ ִ. 츮 ̻ 2%ؿ 3~4% ϰ ̸, ̷ ŷ̶ ǴѴ. (2010 PER 4.8)

 

1. ȭǰ

 

ȭǰ 2005 CAGR 9.4% ϰ , 2010 8 2õ Ը ȴ. Ư ȭ ̻ ֿ ä 귣弥, Ʈ ٸ äο Ͽ ϰ ְ, 湮Ǹ پ ִ.

 




 

ǰ ϴ ȭǰ 忡 2003 귣 ϸ鼭 Prestige() Mass() Ǿ, ŸƮϰ Ŵ Ǿִ. ǥ 귣带 ÷ 6 .

 


 

           Ƹ۽Ȱ LGȰǰ پ 귣带 ν κ ο ߻Ű ְ, ̻ 쿡 Massο ø ִ. ̻ ڴ ̽ ŲǪ ִ. ̵ ֿ ä 귣弥 ϸ, Ƹ۽ Mass귣 Բ Ǹϴ Ƹ( HUE Place), LGȰǰ Ƹ شϴ Ƽ÷ ڷ ִ.


 

ֱ ̻>ŲǪ> ̽ ̴. ȭǰ 1 ̽ ڿǰ , ݵ尡 ִַμ ȸ縦 ϴ , ںٴ ִ (ͷ 19%) ޴ ߱ ȭǾ. ݸ ŲǪ ڿ ̶ְ ִ. 귣 ƴ϶ . Ǻο 纸ϼ Ⱑ ΰ ռ 忡 س ִ. Һڵ鿡 Ŵ ִ. ۿ ϸ, óۺ, ٵϿ콺 ڴ ƴϴ. ϸ𸮴 뿡 αⰡ Ը ʹ ۰, óۺ ̽ â ͼ ũ Һڵ鿡 ϰ , ٵϿ콺 簡 ̻ ܰ Ʒ ϰ ִ. ٵϿ콺 Ƹ۽ȿ ݴ븦 ð ֱ ÷ ɼ .

 

2. ȸ 丮

 

̺ 2000⿡ Ǿ. Ƽ̶ Ʈ ȭǰ ȱ ߴµ, ̸ 귣尡 ̴̻. ǰ ø鼭 2002 ̴տ 1ȣ 2, 3ȣ , 2003 3 鼭 ˷. ε弥(귣弥) ȭǰ ó 忡 ϸ鼭 1 μ 2004 ߳, 2005 ڿ 귣 ̽ , ŲǪ忡 з ȴ. ׷ 2007 â ǥ ̱ ϸ鼭 ǰ ո ݿ ְ ǰ ϸ ģ Ͼ忡 ϰ Ǿ. ǰ , ؼ , ö (5 92 ) ֿߴ.



Ƽݿ ó ð ̰  ȸԵ 쿣 ̻ 𸣽 ʳ մϴ. ̻ ʿ ֳİ ޽Ŵٸ Ҹ ... ׷ ð Ƽ 鷯 ̻ Ͻôµ ̻ ̶ ˸ ؼ... ̻ ø մϴ. ϴ ٶϴ.

 

̻ ź 2000Դϴ. Ȯ 帮ڸ 1999 ε ׶ ڽŸ ȸ絵 ؼ... ȸ簡 2000 ̻ ź ֽϴ.

 

̻  ź?

 

1999Դϴ. ̺ ׶ ()Ʈ ̸̾. ͳ̶ 2 ̴ ϴ. ͳ Ͽ Ƽ̶ 簡 ݾ Ÿ . ׶... Ƽ ϴ. Ʈ ... ƹ ȭǰȸ縦 ϴ ̾ ȭǰ ߽ ۿ ϴ. ̺Ʈ ϸ鼭 ȭǰ 帮⵵ ϰ... ϴ ȭǰ ̺Ʈ ǰ ߾µ... ̰ ׷ ӵ . ջ ֱ Դϴ. ׷... ̻ 귣带 ϱ ߴµ ̻ 귣带 ν ͳ ȭǰ Ǿϴ.

 

ݰ ޸... ȸԵ 繫ǿ  ð... Բ ǰ ȹϰ... ǰܵ ٸ ̶ ȭǰ Ǹϱ ƴϾϴ. ۷Ḹ ... ȭǰ ϴ ̾. ſ... Ʈ Ȱ ؾ ϴ ־ϴ^^ ̷ ̻ ź߱... ׶ ֱ ׸ Ƽ ǽ ֱ ݵ ̿ Ŷ ̺Ʈ ϰ ֽϴ^^ 2000 2001... Ƽ Ͽ ̻ ǰ ݾ ݾ þϴ. Ʈǰ Ա... ϴ Ʈǰ Ƹ Ÿ ۷ν ƴѰ մϴ. ׷ ǰ ۵Ǿ . ̷ 帮 ... ^^

 

ϵ ־... ⵵ ߰... ѵ ϵ鵵 ־ϴ. Ѹ ٻٳߴ ϰڽϴ. װ ׷ ׷ ǰ ϳ þ... ׷ ȸԵ鲲 ǰ ʹٴ Ͻñ ߽ϴ. ؼ... 2002 ̴տ ǰ ִ ߽ϴ. ׾߸ ׳ ̾ . ȸԵ鲲 ǰ ñ ϼ̰ Ư ߾⿡ ߰ڰ... 1ȣ ̴տ ϴ. ݵ ֽϴ^^ ߴ ϴ. 4 ? ׳ ̶ þϴ. ҹ ϴ. ׶ ϴ... ̴ ߴµ ű⼭ ҹ ... ߴٴϱ^^ ׷ Ÿ 뷮 2ȣ 3ȣ ˴ϴ. Ȱ ߰... ͵ ϴ... ߽ϴ. 2003 3Դϴ. ÷ ̶ ؾ߰. 1ȣ ̶ Ҹ Դϴ. Ե ... ... ⼭ ̻ Ƹ ˷ ʾҳ մϴ. λؿٰ ұ?

 

̻ µ Ƽ Բ ǰ ȹϰ ... װ Ƽ̶ Ʈ ۷Ḹ ް ϴ ׷  ϰ ־ ... ο ؼ İ ߽ϴ. ̳ ̷ Ϳ . ׷ ̻ , ÷ ߴٰ ֽϴ. ׷ ؿ ִµ... 繫Ƿ Ͻô е ãƿ԰ ų δ ϼҿ ϰų ̻ ϼ̴ е ҽϴ. ... , ־... ʾ иϴ ϰڽϴ. Ȥ߰ŵ...

 

2004 ... ̻ ƿԴ... ܻ ü ϳ ̻ Ͻ ϰ Ǿϴ. ׸ 2005ΰ? ټ ü 忡 ϰ Ǹ鼭... ̻ ⸦ ϰ 2006 ˴ϴ. Ǿ? ̰Ϳ ؼ ְ... δ ̶ ϰ Ǿϴ. Ե ... ϰҤФ

 

2006 2007... ڴ ̻ Ⱓ ϸ鼭 ۵θ° ԰ ߽ϴ. ̷ ... ̻ Һ £ ߰... α θ ä ϷϷ Ī ȣ⸸ ״ ׷ ǾȽϴ.

 

2007... ذ ̻ Ÿ ϴ. ... Ǵ װ żԵ ̻... ְ żԵ ְ Ǿٴ Ұ ̾ϴ. װ Ƹ ó ϴ ڿ ΰ Ļ ȱ ̶ մϴٸ... 𸣰ڽϴ^^? ģ ̻... ο θ ٲٸ ο ȸ ־ڴ Ǵ ϰ Ǿϴ. ؼ 2007 ʿ ߽ϴ. α 翴 ̻ α ǰ ̻ ʰڴٴ ߽ϴ. õ ö ǰ° ġ ִȭ ʰ ̷ ߽ϴ. ̷ ٷ ȴ ̻ װ и ϱ ̾ϴ.

 

ذ ̻ Ƴ ߹ ġ ߴµ... ~~~~ Ƽ ȸԵ ̻ ٶ󺸰 ̴ ̾ϴ٤Ф... ϰ ű԰ âϷ ... ̴ ʽ ϰ . ¶ ̹ ̰ ֽϴ. ̸ ݼϰ Ǿ ؼ غ 귣尡 ǻ Դϴ. ݼ߽ϴ. ߿ 귣 ϸ ̰ ֽϴ^^

 

۳⸸ص ׷ϴ. ̻ ϸ... α ߱ ݸ θ... ʽ Ҿ ߽ϴ. ߽ϴ. ̻ ġ(value) ְ ֽϴ. ǰ ǰ ޶ ̱⿡ ֱ Դϴ. ſ ݿ ְ ġ Ƴڴٴ ֽϴ. ׷ ... ̻ Ϸ ǰ ϴ 귣尡 ƴ϶... ǰ ġ ִȭ 귣 ϰ ֽϴ. ٰ ϰ ֽϴ. ? ϳϳ ä ȸԵ鲲 ִ ̻ ǵ ϰڴٴ ... Ƹ... ̰ ̻ ʽ ƴұ ϰ ֽϴ^^

 

ʿ ȴ ε... Ƽݿ Ӱ Ͻ ȸԵ鲲 װ ̻ ȭ ۿ Ȳ ٲ ̻ ؼ 𸣽ô ؼ... ̻ һ縦 Ƚϴ.

 

... оּż 帳ϴ.




̻ ݿ ֽϴ. Ҹ ̻ ̰ ƴϴ. ʽ Ҿ ȴ. ׷ Ǹߴ Ͻô ȸԵ鵵 ð ؼ ̻ ̷ ٲ Դ ƴ 帮 մϴ.

 

ǰ ϰ ϰ ϴ Һ ٶ̶ ϰڽϴ. ׷ Һ ٷ ؼ ̻ źϰ Ǿ ͵ иմϴ. ȸԵ鲲 ƽð ð... ̻ ź ̷ 귣弥 ߽ϴ. 翬 ̰ £ 귣 մϴ. ְ ġ £ ̻ ū й踦 Ͽϴ. â 귣ӿ ұϰ 忡 з .

 

ϴ ð ϴ. 濵 и å ̻ ־ ־ϴ. ð ̻ Ÿ ¤ ⵵ ߽ϴ. ȭǰ ѷ 귣 Ÿ ÷ִ ص ƴ϶ ֽϴ. ̻ ϳ ̳ ? ȸԵ鲲  Ͻó? ο ٴ Ƚϴ. , ... ݿ ǰ... Һڵ 귣弥 ϴ ū ű⿡ ֱ ̶ ... ᱹ ̻  ߽ϴ. Ÿ 귣弥 ޶ ߽ϴ. ϰ ϴ 귣带 ޸ؾ ߽ϴ.

 

 ޶ ?

ǰ price, promotion, place մϴ. ̻ ҵ ٲٱ ߽ϴ. ϰ ǰ 켱 ϰڴٴ . ޸ ǰ ø ִٴ Ǿϴ. θ... پ ̺Ʈ ȭ ڴ ϰ Ǿϴ. ǰ ϱ Ű ׸ 빰 ڸ Ƴ ʰ Ǿϴ. ׷ ڿ ̻ ϴ. 鲲 ̻ 帮 Ҹ ö Խϴ. ſ ̻ ؿ ش ظ ߽ϴ.

 

̻ ޶ٰ Ͻô Ϳ ؼ ϴ. ̻ ؾ å ִ ȸԴϴ. ϰ ȸ簡 ƴ϶ ֽĽ忡 Ǿִ ȸ̱ Դϴ. ̻ 2Ⱓ θ Խϴ. ׸ Ÿ 귣 ȭ DZ ߽ϴ. ̷ ̻... ٸ ̻ Ǿϴ. 귣 θ̶ մϴ. θ 귣忡 ̷ ϴ. ׷ ұϰ ̻ ӳ 帮 ŭ ذ ϱ Դϴ. ʽ Ҿ ƴ϶ ʽ ԰ ȭ ۿ ⿡... ̻ ؼ ظ Ź 帮 մϴ. оּż 帮 Ź̶ ǥ ġ ִ ̻ ֵ ּ Ƴ ʰڽϴ.

 

p.s.) ȸԵ ݷ ̷ åӰ ˴ϴ. ߱ ִ ̻ ¿ Խϴ.  ƹ 𸣰. ȸԵ ݷ ǿ ʴ´ٸ ̻ и ̷ մϴ.

 

ѹ Ǽ ߳? ̻ ̻ Ǽ ׻ ȸԵ ȸԵ鲲 ʿ Ͻ ׻ ڸ Ű ְڽϴ. ٽ ѹ ȸԵ  ݷ ǿ 帳ϴ. ϰڽϴ.


 

ǥ հ ȭ ̴. 濵ε ַ ׷ϵ ǰ ϸ ̴. ̻ ޶ϰ ִ ǰ Ǿ. ڿ 3,300¥ ǰ 10,000 ̻ ٲ.

 


[Smart Fund] ̺(078520) 迡 ӵ˴ϴ.




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