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ݵ(Ƴ) 2019-05-31





ݵ(Ƴ)
:
2018-12-31
2019-05-31

()
ͷ

Kospi:
2,041.04
2,041.74
0.70
0.0%
14.6%
14.6%
Kosdaq:
675.65
696.47
20.82
3.1%
11.5%
:
2019-04-30
2019-05-31

()
ͷ

Kospi:
2,203.59
2,041.74
-161.85
-7.3%
-3.0%
4.3%
Kosdaq:
754.74
696.47
-58.27
-7.7%
4.7%



5 ݵ(Ƴ) 򰡼ͷ 14.6% ۳ ر (Kospi) 14.6% ͷ ֽϴ. 5 Ѵ Kospi - 7.3% Kosdaq 7.7% ϶ ݵ(Ƴ) 򰡼ͷ 3.0% پµ ƽϴ. ġִ 忡 ϶忡 ڰ Ǵµ, д ⸦ 5 忡 ġ ٰ մϴ.



ϵ ֽϴ. 츮 ִ Ȳ ó ֽĵ  ó ִ Ǹ鼭 ߰ ż ϰų ġ ʴٸ ܼϰ ߳ ڼ ƴұ ͽϴ.



ֽ Ȳ (2019-05-31)



ֽ

򰡼ͷ
ó

żܰ



ȭ
200
45,307
9,061,350
45,200
9,040,000
2.3%
-0.2%

̿
1,000
11,822
11,821,750
11,300
11,300,000
2.9%
-4.4%

ſ
800
58,726
46,980,850
57,100
45,680,000
11.6%
-2.8%

ſ()
700
54,000
37,800,000
51,600
36,120,000
9.2%
-4.4%


2,400
8,927
21,424,344
13,000
31,200,000
7.9%
45.6%

ƼŨ
2,000
7,841
15,681,910
7,940
15,880,000
4.0%
1.3%

Ȧ
1,000
39,950
39,950,000
41,500
41,500,000
10.5%
3.9%

̾
6,000
4,031
24,185,662
4,155
24,930,000
6.3%
3.1%


1,000
22,900
22,900,000
23,000
23,000,000
5.8%
0.4%

ڿ
4,700
12,083
56,789,728
16,650
78,255,000
19.9%
37.8%

DRB
6,000
6,452
38,712,750
5,930
35,580,000
9.0%
-8.1%

KC׸Ȧ
7,000
3,725
26,075,000
4,530
31,710,000
8.0%
21.6%

(R/P)


9,969,248

9,969,248
2.5%
0.0%
11,751

32,800

361,352,592

394,164,248
100.0%
9.1%
11,751

:
343,861,158
򰡼ͷ:
14.63%
ֽ:
97.5%
<ŸȲ>
򰡼ͱ:
50,303,090
:
2.5%









CMA
11,751
1
11,751
0
11,751
11,751
9,969,248

(R/P)
ȭ
200
45,300
9,060,000
1,350
9,061,350
-9,061,350
9,957,497
ż
DRB
500
5,800
2,900,000
430
2,900,430
-2,900,430
19,018,847
ż
Ա


1,000,000
0
1,000,000
1,000,000
21,919,277
ݵ Աݾ

400
13,225
5,290,000
16,660
5,273,340
5,273,340
20,919,277

ŵ
ڿ
100
17,950
1,795,000
5,644
1,789,356
1,789,356


ŵ
ڿ
200
17,800
3,560,000
11,210
3,548,790
3,548,790
13,856,581

ŵ
ڿ
500
17,050
8,525,000
26,844
8,498,156
8,498,156
10,307,791

ŵ
̿
200
11,625
2,325,000
340
2,325,340
-2,325,340
1,809,635
ż



5 ŷ üŸŰ ־ϴ. ְ <ڿ> <> ҷ ŵؼ <̿> > ÷Ȱ <ȭ> ı ¾ 鿴ϴ.





5 12 1б ð ־ ׺ ~ ߿ 3 ð ־ϴ. 3 Ǯϴ.



<ſ> ϱ ߽ϴ. 2б ־⿡ 밨 Ǵ ŭ ¦ Ǹ ƴ϶ մϴ. ϶ϴ ⿡ ְ 淡 ݿ ִ Ϻ ¿ ÷Ƚϴ.

PER: 6.6 / PBR: 0.42 / PDR: 4.8%, 5.4%



<̾> þ 丷, 1/3 پϴ. 200 120 ٿµ, ǥ̻簡 ⺸ 10̶ ϰڴٰ ŭ Ǹ ҽ̾ϴ.



ȸ Ǽ ȭ ϸ鼭 IT Ư ߴٴ 濵 ظ , ֿ ׺ Ȧ ٴ ǰ ϴ. ׷ å ϰ ָ ϴ ݿ δ Դϴ. ݴ ϸ ¶ а ַ 翡 Ű ° ŷڰ ȸϱ ͽϴ.

PER: 14.4 / PBR: 0.63 / PDR: 2.9%



ŸŰ ־ ֽ ǥ 캾ϴ. 2018 12 Դϴ.



<̿>.. ¡ μ ȯ Ͻ þ PER 20

PER: 6.3 / PBR: 0.79 / PDR: 3.1%



<ڿ>

PER: 14.9 / PBR: 0.85 / PDR: 3.9%



<>

PER: 5.5 / PBR: 0.79 / PDR: 3.8%



>

PER: 18.9 / PBR: 0.33 / PDR: 1.9% & ֽĹ: 2.4%



<ȭ>

PER: 5.6 / PBR: 0.52 / PDR: 3.3%





5 å ߿ Ŭ Ʈ , [ 밡 Ʈ Big Mistakes in 2018] ֽϴ. ڸ 16 д Ұϸ鼭 ̸ ϴµ. ڸ ٷ , (å ǰ þ ɵ ְ ־ ϴ) ϴٴ ׷ ƽ ϴ. а ȸ å ƴ 鿡 õϱ⿡ ָմϴ.



ڽ Ǽ ٷ 忡 ٷũ ű鼭 ֽ մϴ. ġڹ ȸ ԰ؼ Ѵٸ ڴ ưų ս ʴ´ٰ ϴ μ ̷ ǰ մϴ. ڸ ϰ ڵ鿡Դ ̷ 밡 / ִ ͵ ʿϴٴ ϴ.



ٸ ϰ ü 忡 ֿ ġ Ǵ غ ϵ ϰ ϱ⸦ һѴٸ, ׸ ְ ű⿡ ڻ , õ , ٸ ɼ ִ.





غ 뵿 ֽڸ ݵ ؾ Ѵٰ ϸ鼭 ڿ ؼ (κ 鿡Դ)ڰ Ƿ ñ ߽ϴ. ڵ鿡 ڰ ƴٸ , ٸ 밡 ( İ)ã űϴ.



å ̸ ڵ Ư پ ٸ, εݵ忡 ν κ ݵŴ ñ ͺ ͷ ϴ ڴٴ մϴ.

-  ٸٶ, [ ö 2 Investment Philosophies, 2nd edition]



۰ Ϲο ڸ ϰ Ϸ ֱ, ϴ մϴ. ΰ ʿϰ å а Ϲ ̱ ٰ ϰŵ. 迡 ۰ ԰ ʿ ϴ. 츮 ֽĽ忡 ܼ ġڹ ϴ  ڼܺ ִ û Դϴ. ٸ ڹ ܼ ʱ õϴ ſ ϴ.

- Ŭ ν, [ (: ̷ )] ο ۰ Բ Բ^^





ݸ鿡 ݵŴ ᰡ δ㽺Ƿ (밳 εݵ带 ) ڸ ϴ 밡 ֽϴ. ̺ 巹հ ġ ִµ. 츮 ڿ ⸦ ִ ġ űϴ.



ֽڿ κ Ƹ߾ ξ ϴ. ֽ ׾߸ ݵŴ ϴ ̴. ٸ ǥϸ ǵ Ƹ߾ó Ϸ ؿԴ. ׷ٸ, Ƹ߾ ?



1. ϻȰ Ȱ ϴ.

2. ָ ż ִ.

3. ܱ Ƿ ڽ ̽ ִ.

- Ű, [ ڰ: 12 ڿ ڿĢ]





۰Ÿ ġ 밡 ż ֽ ְ 50% ϰ ƿ ٸ ֽڸ ؼ ȴ ߽ϴ. Դ 2008 ⸦ ޾, ̰ܳ/߳, ڶ ۰ ̷ ƴ϶ ˰.



츮 ġ , ׷̾ ֽ 缭 ٸ ִٴ ħ ־ϴ. ְ ϶ϸ ׸ŭ ֽ ΰ ŷȴٴ ̰ ð 帣 Ȱشٴ . ġ 츮 ħ ֽʴϴ.



ް Ȥ Ⱓ ֽ · 簡ġ 谡 찡 ִ. ׷ 簡ġ ش ְ 100% 谡 ִ. γ ޴´.



ֽĽ忡 Ҵ ֽ ü ߸ ƴϴ. Ϲ ֽ ð ġ Ѵ. ׷ 100 99 ׻ ظ . ȹ ̴. ݿ 缭 ְ ιġ Ⱓ ߵ ϰ ݿ Ǵ. ̵ ǥ ' ݿ 缭 ݿ Ǵ'̴.

- ġ, [ ġ ̾߱]



ε ڵ ƴ ( ߱ ϸ鼭 ȸ) Ȳ ؼ ̰ܳ մϴ. ڴ ϰ ϰ ׷ ϴ ̶ մϴ.



־ űϴ. ׷̾ , [ ] ؼ ٿ ڵ ظ ־ ̽ ũ Դϴ.



ֽ ϴ ͵ ߸̰, ֽ Ǹϴ ͵ ߸̴. ֽĽ ϶ϴ ż ʿ ù ° ܰ.




ƮƮ ũα (0) ֱֱ(2)
:
|

 Ѹ ( 5)

  1. ݰ
    ݰ | 19.06/03 12:44
    |
    Ƴô źź ͷ ݿǴ Դϴ. ϰ ǰ 6 ǽñ غϴ ^^
    ۾
    • | 19.06/04 05:59
      ݰ Բ ͷ ϴ Ͱ ٸ^^
  2. ƺ
    ƺ | 19.06/03 13:19
    |
    ۰Ÿ ġ 밡 ż ֽ ְ 50% ϰ ƿ ٸ ֽڸ ؼ ȴ.

    ̸ õ ʴϴ.
    4 Ͻźε 30 Ѱ ȸȰ ϸ鼭 ڱ ֽĸ ϼ̰
    ż Ͻð ŵ 1ֵ ʾҽϴ.

    Ư IMFȯ, IT պ ߵ
    ֽ κ óߴٴ ҹ ϴ.

    ȸ ε ٰ
    Ͻô. γԴϴ.

    Ʈ η Ȱϰ ֽϴ.
    ſ ٽ ־ ݾ ֽϴ.

    纸 ôµ ֽԴϴ.
    ڻ Ұ ϴ.
    ۾
    • kwon4711
      kwon4711 | 19.06/05 16:29
      ÷ֽ ۿ մϴ. ׷ ֱ⸦ ٶϴ.^^
    • | 19.06/04 06:03
      <ſ> 챺 ׿. ڲ ֽ ŵ ñմϴ. ֽ ϰ ŵ. װ ̵鿡 ..  ó Ȳ ٸ .
  3. | 19.06/03 14:35
    |
    ϰ ֽϴ.
    ڿ ɴ ģ å ϱ⵵ 5 оϴ.
    ϳ ϳ ġ õ 4 ǤԴϴ.
    մϴ.
    ۾
    • | 19.06/04 06:06
      Բ å 5ȸ ̴ٴ.. Դϴ. ô ǽɽų ذ ʴ ø Ͻö ּ մϴ^^
  4. 1215
    1215 | 19.06/04 16:24
    |
    ݳ 1 ٴ 5 ϶ ֽϴ. Ѵ ϼ̽ϴ!
    ۾
    • | 19.06/05 07:26
      ׷^^ 忡 ΰ ϴϱ, ׳ 󰡱⸸ ϸ Ǵµ, ϶忡 Ÿ ƺ 縦 ǰ .
  5. Ƽøġ
    Ƽøġ | 19.06/06 23:58
    |
    ̾ ַμ ݿ ¾Ҵٴ Ǹϰ ȭϴ. ڻ ٽ ~~ ߴµ ַ 𸣰ڳ׿ ^^.׻ 帳ϴ~~
    ۾
    • | 19.06/07 10:39
      Ƽøġ ԰ <̾> ؼ ϰ ֳ׿. ġ ֽ ż κ ְ ̰. Ѻʽô^^

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