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[ֳ] , 'ѱó ?'

1959 ѱ â ȣ ȸ ģ ȭȸ(ȭ) Ͽ. ǰ÷ ϸ鼭 Ǹϰ ִ. Ư ַϰ ִ оߴ ġ, ̽Ʈ, ũ, ׸ ǰ÷ ̴.

 

[׸ 1]

ڷ : 2008

 

̽Ʈ ũ ü ũ Ŀ, , , ĸũ  ϰ , ġ ̱ 信 , ǰ Ǹŵǰų ġ ״ ǰ Ǹŵȴ. Ӵ ϴ ġ ڻ ǹ Ӵ븦 ̴ ̴.


̵ 

. پ ڻ갡ġ +

 
[׸ 2] ڻ

 

񿵾ڻ ڻ 502 ðѾ 352 ϰ ´. ðѾ 񿵾ڻ 54% ġ ̴. ڻ갡ġ ڻ ߿ѵ, äǰ ڻ꿡 캸 .


[׸ 3] ں ȸⰣ

ڷ : Kis-value

ȸ ũ ̷. ù° ȸϴ 3 ȸϴ ִ ä ȸⰣ 뷫 10ֿ 15 ̴ ̷ ִ (ä) ȸ δ.

 

, , Ȼ , , ġ 繫 ϰ ־. 2004 ְ Ȼ Ͽ, 2008 ġ 繫 Ȼ Ͽ. ġ ǹ Ӵ ų 5 Ӵ ߻ϰ ִ.

 
[׸ 4] ذ 켱󱸿

 

 ڷ : к 


1960 , 1980 öҿ ڵ ҵ ߴ ذ̾. θ Ÿӽ Ʈ  , 2009 ð ǥ ذ ȹ ϴ밡 ԵǸ鼭 ֺ 밡 ̴. ϰ ִ  ΰ 10 ߴ ġ ġ ǹ ԰ݿ 2 ȴ.

 

׷ Ű ȹ а Ӵ δ. ġ ǹ 200 ε, 5 Ӵ 2.5% ͷ ۿ ʴ´.    Ѽ̶ ִ.


[׸ 5] ׸
 

ڷ : Kis-value

  2005~2008 з ͼ ȭ ݼ ڻ ҷ ߴ. ͼ 2009 翡 ְ ִ. Ư 2009 ְ϶ Ҿ 6.5% ð ߴ. ͼ ӵȴٸ 2009 ٰ Ǵܵȴ.

 

 

. ͼ ȸ, 2010 Forward P/E 3.58x

 
  [׸ 6] ׿


 ڷ : Kis-value
 

ǰ÷ 2003 ͼ ƴϾ ̾Դ. ׷ 2004 ǰ ϸ鼭 4178 ս ϸ鼭 ׿ Ϻ ߴ. 2008 9 ǥ̻ ü ϸ鼭 ǥ̻ 2009 ʺ ϱ ߰, 2009 11 и ϸ ߴ ǥߴ.

 

2009 2б ͼ DZ ߴµ, ù °  2009 5 Ŭʽ б ѵ Ѵ.  ǰ 2%P ϸ鼭 ü ϶ױ 떄̴.


 [׸ 7] ȯ
 

ڷ : û 


° ȯ ϶ ġ ܰ 40% Ϳ ִ. ݸ ġ Ǹ 4% Ͽ. 2009 2б 10 90% ֱ 5б 83% 7%P ϶Ͽ.

  

ε ͼ ε, 켱 ġ Ǹ ̶ ǴѴ. ŷ ź ְ, ŷ Ը ü ϴ ƴϱ ʱ ̴.

 

̱  鿩 ġ ȯ ޷־. 2010 6  īǰŷ(CBOT) ġ Ǿ. ̿ ġ ڵ ġ ް Ȱϰ ְ Ǿ. ̷ 濡 ƽþƿ ġ ִ δ. δ ġ ݿ ĥ мȴ.

 
[׸ 7] ġ

 

 ڷ : īǰŷ

ġ 2011 6 ġ 纸 6~10% 1,550~1,600 ŷ ȴ. ȯ ϰ Ѵٸ 3~5%P 85~87% ȴ.

 

ȸ ̱, Ϻ, ֿ ݸ ǰ ִ , ȸ Ϻ ﱹ鸸 ݸ λ ϰ ִ. ̷ а ޷ȭ ༼ δ. 2009 Ϲݱ 2010 ݱ ġ ȯ ϶ ̴.

Valuation

 

񿵾 ڻ갡ġ

ݼ ڻ 351 + Ӵ ǹ 190 - Ѻä 129

= 412

 

ġ

ּ 50 ̻ (2010 ݱ 58)

 

簡ġ

ְ ؿ ͷ 8.6%
 

ִ뺸Ⱓ 3

ڻ갡ġ 412

ġ 124( 3Ⱓ ¸ , 10%)

ְġ 536

ðѾ 330


ְ 58,100

ǥְ 95,100
3 ͷ 17.5%

 




ƮƮ ũα (0) ֱֱ(4)
:
|

 Ѹ ( 5)

  1. | 10.09/16 00:18
    |
    ƽ αװ Ű?
    ۾
  2. ƽ
    ƽ | 10.09/17 02:04
    |
    , ɰ ּż մϴ. α״ ó ߴµ, Դϴ. ڴ ܼѰ ٰ ϴµ, ܼ° ó ϴ. ƹɷ Ź帳ϴ:)
    ۾
  3. 
    | 10.10/17 02:52
    |
    ƽ.. ߺýϴ..
    ٵ ġíƮ ϼ̴ ñϳ׿..
    ƹ ˻ص īǰ ġ Ҽ ׿
    ۾
  4. ƽ
    ƽ | 10.10/19 01:37
    |
    http://www.cmegroup.com/trading/agricultural/dairy/cheese.html
    , ⼭ ȮϽ ֽϴ. ۾ ؾ :)
    ۾
  5. milsky3
    milsky3 | 10.10/20 21:16
    |
    ϳ׿. ߺýϴ.
    ۾

* HTML ± Ͻ ϴ.

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۾
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