ؼ ߴ ļ ֱ . ļڴ 20 10 14 3% 7390 ŷǰ ִ.
ؼ ְ ݵŴ ǵƼ ߴ. 2008 < Ÿӽ> ġ ƹ ̾, Բ 10 ߴ.
ؼ ڽ å ؼ (Investing Against The Tide) Ģ ִ. ״ ϱ پ ̼ ǥ Ȯϸ ľϰ ߴ.
ļ , 밡 Ұ 5 9̴( - [밡 ] ļ, ؼ '').
ļڴ 5 Ұ 5000뿡 ַ ŷǴ 5 ϶ 4800~4900뿡 ŷDZ ߴ. 6 1 8%, 15 21%, 17 19% 7620 ŷ ƴ. 5 밡 Ұ(5190) 47% ̴.
ļڸ ְ 2015 4б 繫 ʹ. ϱ ְ ߰, 繫 ʹ 1б ġ ݿƴ. ְ 繫 ͷ ϸ ļڴ 밡 ؼ ʴ´.
ְ ¿ ְ(PER) 15.1 5 ġ 13.6踦 Ѿ. PSR 0.8, PCR 9.8 Ѵ. 帧(FCF) Ǵ . 10 FCF 28 5 53, 3 74 ƴ. ں 14.0% ؼ ǿ ʴ´.
[ǥ] ļ, ؼϺ
:2016 6 17
(ڷ:GSŬ)
ļ Ʈ ƴ. ַ , Ʈ 忡 Ǹŵǰ ִ. ǰ ( 1б ) ž 24% . 갡 10%, ı⼼ô 7%, ġ 2% ڸ ̾.
1б ´. 137 4% پ. -12 3 þ -9 8 پ.
ǰ 캸 ž 33 16 ũ پ. ϵƴ ĵ 10 1б ϵ ʾҴ. ġ 3.7 پ 6.5, 3.5 14 ֿ ǰ .
1б ȯ(ֱ 4б ջ) ݿ ְ(PER) 15.1, ְڻ(PBR) 1.56, ڱںͷ(ROE) 10.3%.
GSŬ...
- ' öŸ'..ֱ 10Ⱓ 32%~40%
ѷ
- GSŬ ͷ(ݵ )
* ؼͷ(~16.6/16)
èǾ: +7.2%
: +3.6%
: -5.8%
ڰ ϴ GSŬ ġ 밡 ڹ Ѵ. ' (Giant's Shoulder) öŸ' ̴. GSŬ 밡 ö ִ Ʈ ִ.
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