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ݵ(Ƴ) 2018-05-31






ݵ(Ƴ)
:
2017-12-31
2018-05-31

()
ͷ

Kospi:
2,467.49
2,423.01
-44.48
-1.8%
9.8%
11.6%
Kosdaq:
798.42
879.66
81.24
10.2%
-0.4%
:
2018-04-30
2018-05-31

()
ͷ

Kospi:
2,515.38
2,423.01
-92.37
-3.7%
-3.9%
-0.2%
Kosdaq:
875.95
879.66
3.71
0.4%
-4.3%



5 򰡼ͷ 9.8% (Kospi) 11.6% ÷ ͷ ֽϴ. ֽ 强 ż <KC׸Ȧ> <KCƮ> 1б ū ϶ϸ鼭 ͷ Ծϴ. ׷ 5 Ѵ 򰡼ͷ 3.9% پ 忡 ؼ 0.2% ϴ.



ֽ Ȳ (2018-05-31)



ֽ

򰡼ͷ
ó

żܰ



ϱ⿬
1,300
13,329
17,327,670
12,850
16,705,000
5.1%
-3.6%

ſ
700
55,025
38,517,200
57,100
39,970,000
12.3%
3.8%

ſ()
600
54,769
32,861,630
51,500
30,900,000
9.5%
-6.0%


1,500
10,498
15,747,350
10,800
16,200,000
5.0%
2.9%

ڸ
0
#DIV/0!
0
10,650
0
0.0%
#DIV/0!
5,500,936

1,000
29,684
29,684,020
39,800
39,800,000
12.3%
34.1%

̾
2,000
4,531
9,061,844
4,685
9,370,000
2.9%
3.4%


1,000
24,882
24,881,710
24,500
24,500,000
7.5%
-1.5%

߾ӿʺ
1,000
29,300
29,300,000
31,350
31,350,000
9.7%
7.0%

ڿ
5,000
11,588
57,938,950
14,100
70,500,000
21.7%
21.7%

KC׸Ȧ
7,000
5,383
37,683,820
4,605
32,235,000
9.9%
-14.5%

KCƮ
2,000
5,246
10,491,570
4,555
9,110,000
2.8%
-13.2%

(R/P)


4,037,519

4,037,519
1.2%
0.0%
17,164

23,100

307,533,283

324,677,519
100.0%
5.6%
5,518,100

:
295,711,033
򰡼ͷ:
9.80%
ֽ:
98.8%
<ŸȲ>
򰡼ͱ:
28,966,486
:
1.2%









CMA
17,164
1
17,164
0
17,164
17,164
4,037,519

(R/P)

200
39,800
7,960,000
1,190
7,961,190
-7,961,190
4,020,355
ż

54
24,700
1,333,800
200
1,334,000
-1,334,000
11,981,545
ż

146
24,700
3,606,200
540
3,606,740
-3,606,740
13,315,545
ż
Ա


1,000,000
0
1,000,000
1,000,000
16,922,285
ݵ Աݾ
KC׸Ȧ
1,500
5,200
7,800,000
1,170
7,801,170
-7,801,170
15,922,285
ż

300
24,800
7,440,000
1,110
7,441,110
-7,441,110
23,723,455
ż

500
10,600
5,300,000
790
5,300,790
-5,300,790
31,164,565
ż
ڸ
3,500
10,419
36,464,950
114,854
36,350,096
36,350,096
36,465,355

ŵ



Ʈ ϴ ֽĵ нŰ ִ Ѱ ʾ η Ѻ⸸ ߴ 5̾ϴ. ʿ <ڸ> ŵϸ鼭 ϰ ִ ֽ ÷Ƚϴ. þ <ڸ> 1б Ͽµ, ŵ, ż ߸ Ÿϴ ~ ^^.



<> 5 յΰ ȣ ߸鼭 ŵ ϴ. ſ ŵ Ÿµ, Ϻ ִ ¿ żϿ ݵ(Ƴ) ȣ ֹ ־ 200ָ żϿϴ.



<ſ> ð ־ϴ. 2,450 300 ø 2,750 ߴ ͺ 50 ҽϴ. å 3 ؼ 10% ̻ ÷Ƚϴ. Ư ǥ̻簡 濵 ü ֱ 2 ȸ迬 Ⱓ ߿ ؼ þ Դϴ.

- 5 - PER: 6.3 / PBR: 0.45 / PDR: () 4.8% / () 5.4%





<Ʈ> ̿ ε, ֶ ׸ ֽĽ ع Դϴ. ν ġַκ ָ ׷ ϴ 5̱⵵ մϴ.



(¿ )ġ ְ ̴ <γ> Դϴ. 缭 ġ 밡κ ð ȰѴٸ ڽ Ƿ ø ð ǰ. ġ ֽ 缭 Ѵٸ ݵ ޾Ҵٴ 밡 Ͽ ε ׷ Դϴ.



2016⿡ ߴ, ù ° а İ ٽ оϴ. ͳݿ  д ٸ α׷ Ǿ ۿ ũǾ ־ Ǿµ. ~ ׷ ū ΰ Ǿϴ. 5 ݼ ű մϴ.





û û սǷ ִ. ̿ Ҿ ο ̷е ߵǰ . Ǹ ƶ Ѵ.

The enormous profits should have turned into still more colossal losses, that new theories should have been developed and later discredited, that unlimited optimism should have been succeeded by the deepest despair are all in strict accord with age-old tradition. [Security Analysis, 3]



׷̾κ < >̾. װ ġ , ׷̾ ɾ , ׸ ϻ ҿ뵹̷κ ʿ Ѵ.



߰ ǰ ޸Ѵٰ ؼ ǰų ׸ٰ ϴ.

You are neither right nor wrong because the crowd disagrees with you. [Intelligent Investor]





Ǹ ùٸ ̾ϴ. ׷̾ κ Խϴ.

The best thing I did was to choose the right heroes. It all comes from Graham.



) 30޷ ġ ִ ֽ 10޷ 缭 ϰ ִٰ غô. ٸ ڵ ġ 30޷ ȴٰ Ǵ ٷ ٵ ߿  ġ մϱ? ϳ? ƴϸ  ߻ϳ?

) װ 츮 ̽͸. װ ٸ ƴ϶ Ե ̽͸Դϴ. 츮 ᱹ ġ ´ٴ ˰ ֽϴ.



Mr. Chairman: When you find a special situation and you decide, just for illustration, that you can buy for 10 and it is worth 30, and you take a position, and then you cannot realize it until a lot of other people decide it is worth 30, how is that process brought about-by advertising, or what happens?

Mr. Graham: That is one of the mysteries of our business, and it is a mystery to me as well as to everybody else. [But] we know from experience that eventually the market catches up with value.

-> 1955 3 11 ȸ Ʈ ׷̾ 亯



ڰ ּ ҵ ݾ׸ŭ ȭ ִ ġ ߱ϴ ƴ϶ ̶ ΰ? ֽ ġ ݿ ȸ Ŷ 븦 ǰ ϴ ۿ .

What is if it is not the act of seeking value at least sufficient to justify the amount paid? Consciously paying more for a stock than its calculated value-in the hope that it can soon be sold for a still-higher price-should be labeled speculation.



-> [; 21 ڽȭ ź(Buffett; the Making of an American Capitalist in 1995, 2008)]

By Ÿ,




ƮƮ ũα (0) ֱֱ(1)
:
|

 Ѹ ( 4)

  1. | 18.06/01 08:38
    |
    α׿ ʾ ÷Ƚϴ.
    ⿡ ɷ ״ ۿ ׿. ˼~
    ۾
    • ڢ
      ڢ | 18.06/04 14:05
      ȳϼ. Դϴ. Ͻ Ǿϴ. ˼մϴ.
  2. ݰ
    ݰ | 18.06/01 13:31
    |
    5 ϼ̽ϴ. 쿡 ϰ ߴµ 4 ġ Ϻΰ
    δٴ ¦ ٰ ٽ ް ġ ̾ϴ. ϱ⵵ ϰ ٽɳ⵵ Ͽϴ. ׷ ʴ ڸ ؾ߰ڴٸ ֽϴ. ڱ ڽ ִ 6 ǵ Դϴ. Ե Բ ֽô ǽñ ٶϴ ^^
    ۾
    • | 18.06/01 17:19
      ϰڽϴ. ׷ ֱ 6ʿ ª ٳ մϴ^^
  3. | 18.06/01 19:59
    |
    Ѵ޵ ϼϴ.
    ϴ.
    װͿ ϴ.
    ׷ ׿
    ۾
    • | 18.06/04 07:38
      ħ ִ Ŵϱ.. ̵̻ . ƽôٽ ô ʽϱ^^ ռҵ漼 Ű ϴ 忡 Ѵð ָ ̰ ָ ߴ.. ȥ ֽϴ. Բ ΰ Ǿ մϴ.
  4. kwon4711
    kwon4711 | 18.06/04 03:16
    |
    ó оϴ. ſ ڲ ʾƼ,,
    ƽϴ..
    ۾
    • | 18.06/04 07:40
      <ſ> ִ ڸ ִ°ɿ^^

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