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ݵ(Ƴ) 2018-02-28





ݵ(Ƴ)
:
2017-12-31
2018-02-28
()
ͷ

Kospi:
2,467.49
2,427.36
-40.13
-1.6%
10.7%
12.3%
Kosdaq:
798.42
857.06
58.64
7.3%
3.4%
:
2018-01-31
2018-02-28
()
ͷ

Kospi:
2,566.46
2,427.36
-139.10
-5.4%
-0.8%
4.6%
Kosdaq:
913.57
857.06
-56.51
-6.2%
5.4%



2 򰡼ͷ 10.7% (Kospi) 12.3% ͷ ֽϴ. 1  Ծ Ǹ ͷ ϰ ֽϴ. 2 ū ϶Ͽ ݵ(Ƴ) 򰡼ͷ 0.8% پµ ħν 2 ؼ ̱ ֽϴ.



ֽ Ȳ (2018-02-28)



ֽ

򰡼ͷ
ó

żܰ



ϱ⿬
1,200
13,338
16,005,570
13,550
16,260,000
5.0%
1.6%

ϱ⿬
45
13,550
609,750
13,550
609,750
0.2%
0.0%
ֽĹ
ſ
1,300
56,700
73,710,000
59,500
77,350,000
23.7%
4.9%

ſ()
600
54,769
32,861,630
53,600
32,160,000
9.9%
-2.1%

ڸ
1,600
8,073
12,916,580
10,100
16,160,000
5.0%
25.1%


800
27,154
21,722,830
44,000
35,200,000
10.8%
62.0%

̾
2,000
4,531
9,061,844
4,925
9,850,000
3.0%
8.7%

߾ӿʺ
1,000
29,300
29,300,000
29,100
29,100,000
8.9%
-0.7%

ڿ
5,700
12,050
68,685,000
13,950
79,515,000
24.4%
15.8%

KC׸Ȧ
1,000
5,631
5,630,840
5,810
5,810,000
1.8%
3.2%

KCƮ
2,000
5,246
10,491,570
5,250
10,500,000
3.2%
0.1%

(R/P)


13,729,142

13,729,142
4.2%
0.0%
13,514

17,245

294,724,756

326,243,892
100.0%
10.7%
13,514
:
294,711,033
򰡼ͷ:
10.70%
ֽ:
95.8%
<ŸȲ>
򰡼ͱ:
31,532,859
:
4.2%









CMA
13,514
1
13,514
0
13,514
13,514
13,729,142
(R/P)
KCƮ
2,000
5,245
10,490,000
1,570
10,491,570
-10,491,570
13,715,628
ż
KC׸Ȧ
1,000
5,630
5,630,000
840
5,630,840
-5,630,840
24,207,198
ż
ڸ
800
11,238
8,990,000
28,310
8,961,690
8,961,690
29,838,038
ŵ
ڸ
1,200
0
0
0
0
0
20,876,348

Ա


1,000,000
0
1,000,000
1,000,000
20,876,348
ݵ Աݾ
̾
359
5,120
1,838,080
5,784
1,832,296
1,832,296
19,876,348
ŵ
ڸ
200
17,700
3,540,000
530
3,540,530
-3,540,530
18,044,052
ż
ڸ
500
19,220
9,610,000
1,440
9,611,440
-9,611,440
21,584,582
ż

700
44,700
31,290,000
98,560
31,191,440
31,191,440
31,196,022
ŵ



<> 45,000 żϴ ż ϱ ż , 2 1 44,700 700ָ ŵϿϴ. ż ð ְ ũ 1 15 ķ 1/3 ŵϿ 2 1 1/3 ŵ , Ʈ 10% 1/3 ϱ Ͽϴ. 2 1 ŵϿ ż ְ Ǵ (Ȯ ó)ְ ϶ϸ ߰ ż ϱ ؼµ, ߰ ż ȸ ʾҽϴ. ٸ 峭ó Ÿϴ CMA¿ Ͻ 41õ Ʒ , ҷ żϱ⵵ Ͽϴ.



п ؼ ȸ 2020 600 ǥ Ѵٴ, ͺ並 ϰ ٷ Դϴ. ٸ ̰ ƿ ̶ . ִ å ȭ żε, 2 忡 ְ Ӱ Ÿ¸ 峻 (ȸ翡 ѱ Ȥ ݴ Ȳ)  żϰ ִٴ ǽ ϴ.

PER: 8.2 / PBR: 0.35 / DIV: 3.4%

* 2 5 ־ ȸ ż ǥߴ ֽ 30% 180 Ǵ 78ְ ż ߽ϴ.



<ڸ> ۳⿡ [ ȸ 繫ǥ ] 鼭 ߰ Դϴ. 繫ǥδ ִ ̶ Ǵϰ ű Ͽϴ. 2 5 żϰ 2 6 ߰ ż Ÿ ȸ ִ 100% ð ־ ־ 2 23 ְ ޵ϱ淡 Ϻ ŵؼ ܰ ϴ.

PER: 20.1 / PBR: 2.12 / DIV: 1.2%



۳ 4 İ , <ڸ>

4. : 迭 ü ȭϴ · ˴ϴ. ŷ µ, ٸ ߼ 鿡 ִ Դϴ. Ư <ڸ>̶ ˻ ༭/ ÷̱ ༭񽺿µ.



Ʈ ˻ Ͼ Դϴ. ˾ƺҴ õ Ű ˸ û ö ̴ϴ. ˻ ˰ ִ п ̿ؼ ϴ± ϰ ű Ŭؼ ⵵ κ ׳ Ҵµ, ̷ ϴ ȸ簡 ٷ <ڸ>̶ ̴.



׸Ȧ> 2007⿡ û Ȱ־ Դ ô Դϴ. <ѱƮ>̾µ, 2010 ֻ ׸Ȧ> ȯϸ鼭 , Ʈ> лǾϴ. ؿܿ ȯ 迭縦 Ŵ ֽϴ. ȯ̶ ׻ Ӹ ε, żϱ⿡ δ ̶ ; ϰ Ǿϴ.

PER: 13.7 / PBR: 0.79 / DIV: 1.9%



Ʈ> 2 27 ׸Ȧ> ż ߰ żϷ Ͽ ְ ö ְ ö ϶ϱ淡 ϰ Ǿϴ. õ 2017 ֱ Ⱓ о ε, ȯ ߿ϴ ̹Ƿ ȯ ϴ. 밳 ֻ纸ٴ ȸ縦 Ʈ ׷ ׷ ܼ ʽϴ. 򰡿 ڽ ٰ ǥ Ÿ׿^^

PER: 9.9 / PBR: 0.90 / DIV: 1.9%



<̾> 359ָ ŵؼ 2,000ַ µ. 3 ⿡ Ǵ ŭ ϰ , ׷ ̷ մϴ.

PER: 10.8 / PBR: 0.75 / DIV: 4.1%





ҵհ ȭ ݵ/ ǿ ٸ մϴ. ڿ ΰϷ å ϴ ֽڿ εڿ ϴ ִ ʿ ٰ Դϴ.



׷, ȹϿ Ʈ ϰ ֽϴ. 2 ݵ(Ƴ) ŸŴ ̷ ȹ ο ΰ ù ° ̽Դϴ.

- ݵ(ģ) ݵ() ó ͷ ֽ 켱 ϰ

- ݵ(Ƴ) Ƴ Ƿ ´ ͷ ߰ 强 ִ ߰ϰ

- ռҵ漼Ű ߰ ϴ δ㽺ϴ ´ ̻ Ȳ ߰뿡 Ϸ մϴ.





̹ ޿ ̻ ̶ ͼ å, [繫ǥ ذ VƮ] оϴ. ִ 6 ϰ ã 4 6 Ʈ մϴ.



繫ǥ 鼭 ġ Ȥ ǥ  ŭ ´ٴ Ȯ ð ؾ ϴ ֽϴ. α׷ Ʈ . ٸ ڵ ߵ VƮ Ȱؼ ãƳ ܰ м ʿ ֽϴ. , Ȱ м ϱ⿡ ռ ̷ м Ҹ Ǵ ϰ ľϴ ġ ֽϴ.



ʸ ǼŴ 15 ã Ž Ͽٰ ϴµ, ϱ 40~50 Ҵٸ 湮ؼ ȸ 濵 ȭ Ȯ 2 1 ż Ǿٰ մϴ.



м ġԿ ־ ʰ VƮ Ȱؼ ĺ м ϴ ܰ踦 Ƴٴ ʸ ǼŸ ø Ǿϴ.



׷ İ Ἥ ٸ ڿ ϰ ɸ ִ. ڴ VƮ ڿ HTS ̿ ִٰ Ͽµ, ڿ ȸ ؾ ϰ ǰ¸ ؾ Ѵٴ ɷȱ Դϴ.

-> ڿ VƮ ˻غ Ϲ ȸ ̿ ٴ ˰ Ǿµ, ȸ ѹ ̿غ ʾ ˰ ǽ ϴ. DART 繫ǥ ġ ű- ϴ 밡- ۾θ ǥ ܼ ߰^^



׷ ϰ å а ܵΰ ; ϰ ҽϴ.



å VƮ ĵϴ ˷ش. ȿ ְ ش. 繫ǥ ٰŷ ϹǷ VƮ Ȱ д 繫 ص μ ȿ.

-> å ̶ ִ, [ġڰ VƮ] ö õ翡 å ٽ ٰ մϴ.



ڿ 繫ǥ ڸ ְ å̴. VƮ 繫ǥ ġ , ׸ 强, , ȿ ġ򰡱 Ѵ Ȯ ִ. 繫ǥ θ ߴ е鲲 ϵ ϰ å а ʺڵ 3̸ 繫ǥ м ̴.

-> ǥ õ ´ ϱⰡ . å 鼭 VƮ ϱ (ڰ ڿ Ȱ  ߵ)ȭ м ʿմϴ. м ؼ 繫ǥ ־ ϰ ȸδ ʼԴϴ. ٸ VƮ Ȱ ϴ ڿ 繫ǥ ̹Ƿ 繫ǥ ϴ ܰ ︰ٴ ϴ.



6 , ϴ. ׸ ִ 4~6 VƮ ϰ ̴µ, ̷ ǿ뼭 å İ ̱⵵ ϰ ؼ ű⵵ . ׷ Ҵ űų ϱ Ͽϴ.



1. Ȱ 󸶳 ִ°?

ڻ ø ε, ϴ ڻ ࿡ ؾ ϹǷ ̶ մϴ. 4 µ.



1) : ð Ŀ ȸ翡 ϴ ŸϷ ǥ

Һڵ / ķ, , ī,

- PER PER Ĵ

2) ͼ : ͼ Ǵ ȸ

- ãƳ ū 캼 ̵

3) : Բ ְ ޵ ڰ ϴ ʸ Ǽ, ġ Ÿ

4) : Ⱑ Ⱑ ڸ ްϰų ڸ ִ ΰ ȸ

- ȭ/ , ö/ ݵü, ÷ ڻ Ƽ

- PER PER Ĵ ߻



2. ϱ⿡ ȸΰ?

- ̶ 繫 .



3. Ȱ  ڻ ̴°?

- ִ ̸ ؼ 꼳 øų ϱ ٸ .



4. Ȱ 󸶳 ̴°?

- ROE ڻ ũų ڻ ȸ

- ġ 25% Ͽµ, ̻ , ȭ ϱ Ʊ .



5. â ɷ Ѱ?

- ׿ þ / 3 ׸񿡼 ҵ þ ٸ .

- 帧ǥ ־ ٶ Ȱ + / Ȱ: - / 繫 Ȱ: -

-> ⸦ ⿡  ȭ - Ȱ: + / Ȱ: + / 繫 Ȱ: -



6. ΰ ŷǰ ִ°?

- ռ 5 ϱ⿡ 췮 θ ٸ ġ ΰ ŷǴ ϱ

- PER, PBR ǥ Ȱ

- ROE Ȱ :

1) : ROE 0~8%

2) ߰: ROE 8~15%

3) : ROE 15~25%

- ְ ִڻ(BPS) δ.



ǥ Ȱ ִٸ ڶ ǥ ϴ Ʈ Ѵٸ ( 迡 ϸ) ʴ ڴ , ̱ ڰ ϴٰ ϰ ֽϴ. 4 ǥ .

1) ͷ: 1 ⿹ ݸ ̻

2) : ä ų, ڻ > ä, Ȥ ڼ > ں

3) PER: PER 10

4) PBR: PBR 1



ڴ ̷ 翬 32 Ʈ İ 캸 ϱ⿡ Ǹ ִ մϴ. VƮ ̿ ʴ å ϴ 32 Ʈ ϰ м Կ ־ üũ Ʈ ȰѴٸ ̱ ڸ ϰ ˴ϴ.



̿ ʸ ǼŸ , ۷ װ - ־ -ȭθ űϴ.



̹ ̻  ϸ ȥ ֽÿ.

- ʸ Ǽ, [ ϶ Common Stocks and Uncommon Profits in 1958]




ƮƮ ũα (0) ֱֱ(3)
:
|

 Ѹ ( 3)

  1. | 18.03/02 10:52
    |
    ϼ̱
    ־ϴ. 庸ٴ ......
    Ѵ޵ ϼϴ.
    ۾
    • | 18.03/02 13:02
      ״ ߴµ. Ϻ ̿ ֽĵ .. ⼭ ã° ͱ⵵ մϴ. մϴ^^
  2. | 18.03/02 12:48
    |
    ȳϼ ,

    ſ ÷ֽô Ʈ ۵, ֽϴ^^

    å մϴ.
    е鲲 VƮ ִ ٰ ãڽϴ :)

    3Դϴ. Ⱓ ſ ڵǽñ մϴ.
    ۾
    • | 18.03/02 13:07
      İ Ἥ в ϰ å̶ ϴٸ, ϼ̵, ɸ ִ. ſ Ʈ Ŵٴϱ, ֽ Ź帱^^
  3. ݰ
    ݰ | 18.03/02 17:15
    |
    Ǹ ͷ 켱 ϵ帳ϴ. ׻ ֽϴ. ״ ġ ѵ ϴ ٺ 뿩 ð  Դϴ ^^ 3 ̾ñ⸦ մϴ. մϴ.
    ۾
    • | 18.03/04 09:20
      ֽ ϰ ִٸ 2 ݹ ȸϰ. ٻڽôٴ.. ݰ Բ ϼ̵, Դϴ^^ 2ٴ ϴ 3 Ǽ ϴ ٶ մϴ.

* HTML ± Ͻ ϴ.

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