밡 ϴ GSŬ(Gaint Shoulder Club) ̺ 巹 ũ , ö 쿩 . 10(2005-2014) ͷ 2695%(39.5%, ) Ⱓ ڽ 114%(7.9%), ڽ 43%(3.6%) ռ, ֱ 3Ⱓ 24%(7.3%) ö ݸ ξ ڽǴ 6%p, ڽ 0.5%p ռ ִ.
̺ 巹 ڡContrarian Investment Strategies: The Psychological Edge Ȯ ִ. 1 ص Ʋ 繫, 强, ͷ ǥ Ȱؼ żĺ ߴٰ ߴ.
GSŬ ̳ ٸ. ü 4 б ִٸ 10 ִ. 10 Ѵٰ ؼ 10 ż ڴ . ŷ ְƮ ҿܵ ټ.
ٰ ؼ ̶ 嵵 . ̺ 巹 ּ 2~3 ٷȴ. ' ' 6 ٷ. ð ο ƿ Ⱑ ִٸ ص . Ⱓ ̱ ̴.
Ʒ ְڻ(PBR) 캰 ֱ 5(2013~2017) ͷ Ʈ. 1 PBR 20% ̰ 5 PBR ֻ 20% ̴. 2012 12 Ϻ ſ ŷϿ 뷱߰ ϴ.
1(PBR) ͷ 143% 5(PBR) 96%p ռ. Ⱓ ڽǴ 24%, ڽ 61% ߴ.
, ϴ
忡 ҿܵ ֽ ҿܵDZ ̴. ٸ Ⱦϰų ϴ ϶ Ѵ. 2016 ڽ 7.5% 15.6% ߴ. ص . 9 14 ڽǰ ʴ 6% ϶ 8.9% ߴ.
ͷ ̲ ȲݿƼ, SP, Ƽ, ѱ, ȣ ̴. ѱ ż Ʋ Ѱ ߰, ȲݿƼ ż 52% ߴ. ۿ ϰַ Ƽ ȣ 74%, 21% ͷ Ȯߴ.
Ե ʾ "÷ Ž ϶" ؼ 28Ⱓ 14800%, 19.5% ͷ ÷ȴ. Ư 28 ص ɰߴ. ؼ GSŬ '밡 õ' Ȯغ ִ.
[] ؼϺ 5
HDC, , ̽, , 븲
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ȭ, ϻ 8
GSŬ?.. Ÿ, ͷ ߱ϴ Ʈ Ŭ
, ȸ 4ֿ Ÿ ֵ ݾ Ʈ Ÿ ֽ ˷ش. üŸſ ʿ Ÿ ϵ Բ Ÿֽ 꿡 ŷο ũ ٿ.
ۿ ڰ ϴ ͷ Ǵ GSŬ ͷ Ŵ ؾ ǥ ݾ ôô ִ 'My ڱݰȹ' , 밡 100 ȭϰ, ̸ Ű ϴ ŷµ پ ΰ Բ ̿ ִ.
ó GSŬ 밡 Ȯϴ ÿ ŸŸ Ա 䳢 ִ . Ÿ ܿ ũ Ű澲 ʰ ־ ٻ ε̳ ֽڸ ó ϴ ʺڿ ȼ .
Ʈ ȸ Ըص GSŬ 7ϰ ü ִ. Ⱓ ڴ밡 ִ ȸ Ȱϸ .
1 ѹ, ִ ̺Ʈ...ִ 66%
GSŬ ̺Ʈ Ⱓ ϸ ִ 66% ݿ GSŬ ̿ ִ. ڴ밡 ִ е 1 ݿ ̿ ִ ̹ ̺Ʈ ȸ ʴ . GSŬ 밡 ϰ, Ϲݱ .
ü 02) 723-9093
GSŬ ̺Ʈ ٷΰ
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