ȳϼ
12 źīƮԴϴ.
̹ 10ϰ 14Ͽ 뷱 ϰ 15ϳ¥ øԵdz
뷱 µ ̹ 3б Ʈ Ǿ 8
Ǿϴ .
ڽ ַ ִ źīƮ
ŷҰ 6 : ڽ 4 ũ ʴ° ϴ
11 ڵ 40%, ITǰ 30%, ȭ 15% -> 12 30%, ITǰ 15, ȭ 15
ڵ , Ǿ, , ȭݼ ܵǾ
ITǰ , 츮, ̿, ܵǾϴ.
Ư, ڴ 7 30% ְ ܰ Ǿϴ.
Ե ÷ ̾µ 7 ԵǾִ ۿ
ƴ° . Ʈ Ҷ Ե ε ϰڴٴ ̰,
ű â, , , ԵǾ
ó Ե Ưմϴ. 3б EPS Ȯö ԵǾµ
Ư ݿȰ ƴѰ ϴµ, ˾ƺ , ߽ϴ.
ٸ, ϶ϴ ϴ 밨....
ڽǴ -3%, ڽڵ -3% ϶ߴµ Ʈ 1% ö°
ټ ǿԴϴ .
Ʈ ĢԴϴ.
Ģ 1. 13. 10 ſ 1ȸ 뷱 ǽϸ 3
Ģ 2. 1,500 ϸ KOSPI 1950 500߰ż, 1900 500߰ż, 1850 500ż
=> 3õ 2,500 ֽĸż
Ģ 3. ̼
(PER<7, PBR<1.5, PSR<1.2, PCR<7, 10<ROE<30, 5<ROA<20, 0.5<DY<15
50<, 40<) (, ǥ ̹ ݿ)
Ģ 4. 20 ϸ, ˻ 20 ̸ , ȭ 20
-> Ģ3 15 per 8Ϸ ȭ ּ 15
Ģ 5. Ϻ
Ģ 6. 뷱 ż ݿ 3% ݿ Ǻθż ż
ŵ ݿ 3% ݿ Ǻθŵ ŵ
Ģ 7. Ͽ 2ȸ̻ Ѱ žϿ ҷ 50% Ǻθŵ(3%°)
=> Ģ Ѱ 30% 鼭 1ȸ Ѱ÷
Ģ 8. 6б eps ڰ 3ȸ ̻ ϴ ĺ (15.6)
Ģ 9. ֽ -10%̻ 500 ֽ߰ż(15.7)
Ģ 10. ֽ +10%̻ 500 ø(15.10)
10 ̴ ̴ϴ
2. , ׳ ڷ Ģ3 ߱ 켱ִ ϰ ־µ.. մϴ. ʹ 켱ְ ִ 켱ַ غϴ. ̶ ްԿ. ɹ µ ԵǾ űش þٴ ٸƮ Ϻ غ մϴ
ǰ մϴ