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[밡 ] з 'ȭǿ'

| 밡 ޴ ڵ ' ѱ ߴٸ  ?' ش ִ ڳԴϴ. ߱ 밡 ֿ ǥ Ұմϴ.
"ͼ پ ̻ ż϶"

з ̽ ƮƮ(Legg Mason Value Trust) Ŵ 1991 ų S&P 500(̱ ְ) ÷ȴ. ̴ ġ ̴. п ö ϱ⵵ ߴ з ̷ġ ָ ġڸ Ȯؾ Ѵٰ ߴ.

з ͼ ָߴ. 켱 ͷ ش ̻ . ׷ ROE(ڱںͷ) 15% Ѱ, 5Ⱓ EPS(ִ) 10% ̻ ߴ. , ְ ͼ ã ̴.

״ ͷ ߿ϰ ߴ. ͷ ä ͷ ż ϰ 򰡵 ϰ ϴ â ϴ ߴ.

з 'ȭǿ'

ȭǿ з ؿ ϴ ϳ. 2б ȯ(ֱ 4б ջ) ͷ 15.8% Ǽ ͷ 5.3%(ڱ ) . ROE 18.6%, 5Ⱓ EPS 17.3% з (ROE 15% ̻, EPS 10% ̻) Ѵ. ͷ 2.7% ߴ. ä 3⹰ ݸ 2.37%(17 ) ̴.

 ַ, Ǽü

ȭǿô 1981 Ǽü. ̷ ÷Ʈ Ǽ ؿԴ. 2000 ڽڽ忡 ߴ.

ȭǿô » شǴ ȭ¹, ڷ¹ҿ Ưȭ ־ Ǽ簡 Ҹ ϸ ϵ 縦 Ѵ. ϱ ߿ Ǵ ϰ ִ. ݱ 58%, 簡 38% Ѵ. ̿ܿ , Ͼ ŵ״.

ҿ η ϸ鼭 忡 ϰ ϴ Ư ߻Ѵ. ȭǿô ΰ ó Ե 1995 ʱ⿡ 忡 ϸ鼭 ΰ ߿ Ȯߴ. ǰ 78% ѱKPS ϰ , 22% ȭǿô 7.8% ϰ ִ.

δ غ ܰ ΰ ̾ KPS 50% ȹ̴. ̴ ȭǿÿ ̴. ߰ Ȯ븦 ֱ ̴.

ݱ ȣߴ. ȭǿ ݱ 886 ⺸ 18% þ, 122 5% ߴ. 107 2% þ( ).

强 ݿ ȭǿ ǥ ġ . 18 ȭǿ ְ͹(PER) 13.1, ְڻ(PBR) 2.44. 5Ⱓ PER 7, PBR 1.3.

̷ ݿ 'ֽMRI' ̼ 0 ߴ. , 繫 Ÿ ׸񿡼 3~5 25 16 ü 182( 10%) ߴ.

ֽMRI ڿ ü ǽð м . MRI ͼ强 繫 Ӹ ƴ϶ Ӽ ִ ° ְ ر Բ ǴѴ.

ֽMRI 25 ְ ̸ 췮 ̴. 5 ΰ ׹ · Ÿ.




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ȭǿ 036190

27,300 200 , 0.74 %

ֽMRI м

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* ֽMRI 췮 : ּ 15 ̻
* 3 ̸ м Ⱓ   ª Ϻ ٸ ֽϴ.
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