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ݵ(Ƴ) 2019-06-30 (2-2)

1. Ÿ Ȳ

<ڿ: Ϻ ŵ> 5G , 5G ׸ֶ ֽĵ ĵ Ұ, ִ ֽԴϴ. 5 Ѵ ־ 2014 4 ֽ ó ż ̴ ٽ ġ ϴ ̶ 븦 ʾҴµ, 6/21() ְ ū öϴ. ָ ְ 鼭 ż ó 20,000 Ѿ ְ ־ϴ.

ֽĿ ðѾװ ġϴ 14,000 Ͽ ż̰ PBR 1 Ǵ 20,000 ̻ ŵε, ְ ŵǿ  ʾҽϴ. ӵ巹 ڽ Ѵٸ, 6/21 Ÿü Ǵϱ⿡ ֽ Ÿڷκ ڷ Ѿ ̰ ֱ ε. ٽ ְ 귯 ޵ߴ 18,800 º Ȥ Ϻ ŵؼ ٿϴ.



ְ 3G ڰ ־ 2004~2005 4G ڰ ־ 2012~2013⿡ ũ þ ڷ Ȯ ֽϴ. ׷ ְ ߰. ׷ٸ 5G ڰ ۵Ǵ غ 1~2 Բ ְ ϴ 翬մϴ. ռ ̺Ʈ Ȳ ֽ̾ ̹ ְ ̷ Ȳ ̸ ݿ  Ǵϱ ƽϴ.



ְ 19,000 ðѾ 1,069̰ 800, 2018 ͷ 3.4% ŷ ־ Դϴ. 2018 簡ġ 15,000 ä ʽϴ. ȸ ¿ ذ Ұ ؼ 翬 ϴ. 繫ǥ θ Ǵϴ ؿ ֽ ż ƴմϴ.

PER: 17.0 / PBR: 0.97 / PDR: 3.4%



<ȭ: ߰ ż> ŷ þ鼭 Բ þ ִٴ ֽϴ. ַν ū ϰ 繫ǥ Ȯ ִ 1998 ݱ 鼭 ѹ ʰ ϰ ֽϴ. ũ þ ؿ ø ʴ ְ ϴ.

PER: 5.7 / PBR: 0.53 / PDR: 3.2%



<̿: ߰ ż> 4 ű ߰ ż ø ֽϴ. ǥδ ڻ 1 ϴ. ϰ ַ зǴµ 츮 ڻ ϴ ̺Ʈ ٸ ߽ϴ.

PER: 6.4 / PBR: 0.80 / PDR: 3.1%

- PER 2 ¡ ȯ ̰ PER 20 Ÿմϴ.





2. (3 3)

5 ð ߱ ϰ ִ 3 3 ѿ ־ϴ. <ſ> <̾> ޸ <뵿> Ϲ ڵ ϱ⿡ ֽ Ǵϱ ϴ Ʈ ʰ ֽϴ.



<ſ> 6 7 09:00

3⸸ ڴ ߴµ. ̸ A4 غ߰ 1ð ؼ 鼭 ¦ ⵵ ߽ϴ.



1. : ݱ⿡ û Ϲݱ⿡ ԰ . Ϲݱ ߴ ?

) ݱ⿡ ڻ Ϻΰ 򰡼սǷ Ƽ . ׷ ۳⺸ þ.

1-1. Ż غ ο 10% ϸ鼭 ΰǺ þ Ϳ ؼ Ѵٰ ߴµ,

) ǥ ̹ ִٰ մϴ. þ ִ ͵ .

1-2. ںε .. 3 ص 20~30 ִ ںε Ӵ ϰ ̳ʽ Ƽ ̹ ȸ⿡ 30 . 𵨸 ص ·, ںε꿡 ڶ ȴ. ڷ Ƽ?

) 𵨸 Ǿ αٿ Ӵ Ϸ ǾǷ ڰ .

- ۽? 󰢺 Ǵ^^

1-3. Թ 116 -> 212 þ. ? ε?

) ֽĿ þµ, δ



2. 츮Ƽ Ż Ȳ ?

) 츮Ƽ ڻ ޿ 3,000 ߴµ, ſǿ ︮ 10 Ÿ . ε þ Ŷ 亯.



3. ƴ ſ 츮 ߿ ֿ ϴ ġ Ѵ. ֵ ? ſڻ뿡 ֱ ν ø Ѵٵ.. ׷ 򰡵 ֽĵ ְ ڱ ִ /˸Ű ?

) ް ڻ ż ̰ ȿ ؼ ġ μ ϰڴ.

- ѿ ڻ ǥ λ縦 ^^



<̾> 6 14 09:00

ǿܷ 5(4 ˰ ־ å и ش޶ ؼ Ȳ^^) ߴµ, Ѱᰰ ǿ̶ ٶ Ǿϴ. ۳ ؼ ߴ Ͱ ϸ 뵵 á п ǥ̻簡 ֵ 翡 ٶ/븦 ˰ Ǿ ۵˴ϴ.



1. : (2.3%) þ (44.6%) (36.1%) ?

) / . ̹ ȸ Ѵ.



2. (200 -> 120)

2-1. ۳ 10̶ ϰڴٰ ʾҴ°?

) ÷ ϰڴٴ . 츮 ȸ ⺻ 3:3:3 Ģ ϱ 缺 . IT ݻ Ⱑ ߿ϹǷ Ϳ ̴ 濵μ δ

2-2. ̹ ڻ 20 żϱ ߴµ, ߿ 5 ص ʴ°? – ٸ

- ־ 2-1 . ȸ â/ ׻ ָ ϴ å ߰ ε .

2-3. ȸ ޾ư ִ ζ ִ. ݾ ̻ ؾ Ѵٰ Ѵ. 츮 ȸ ݺ Ⱑ ƴ ʴ°?

- ϸ鼭 ֵ ǰ ݿϵ ϰ



3. ų 70~80% űԸ⿡ ó Ӽ Ƿ ׻ ؾ Ѵ. ׷ ȸ 1 â ϰ Դ. ε ׷ ̴.

- ǥ̻ ^^



<뵿> 6 21 10:00

ܺ ִ ߴµ, ̾ϴ. 繫ǥ û , ǥ̻ ð ڰ ϴ. ǹ ȸǽǷ ڸ Ű ǥ̻, ִ ׸ 2 ɾҽϴ.



1. Ǹ 繫ǥ ұϰ ڸ ʴ 2015 3 ѿ 350 ϴ ȸ絵 ϴ± ; żߴµ, 4 ʾҴ. 4 ó ѿ ǥ̻粲 ;. ðѾ׺ ϰ ʴ ?

: ̴. ڸ Ʋΰ ִ.



2. ? а ڻָ ϸ Ϲ 20% Ѵ´. 50 Ѵٸ 2 ѵ, 300 ̻ ( 600/ 360) 鼭 ̷ ϴ? ޿ ޴´. װ͵ ų ޿ ø鼭.

: ϴ . 2ﵵ ƴϴ. 츮 Ƴ鼭 濵ϰ ִ. ƴϴ. ġ ְ ̴.



3. 濵 ޿ ʴ Ʋ ٴ, ǥ Ѵ. ְ ϴ 켱 ̰ ְ ö ŵϴ ̴. ȸμ ǹ ִ.

: ݺ



4. ٸ , ⸦ ڰ ؼ ٸ Ⱑ ˾Ҵ. ƴٸ ū ״, ڻ򰡶 ض.

: 2014⿡ 򰡸 ߰ ʿ並 ʴ´. 򰡸 Ϸ ϸ 0.8 .



5. ŵ ݺؼ ϱ⸦, Ϲ ڵ ϴ ޶. װ ̴. ȸ⿡ ϰڴٴ ޶.

: ڴٴ . ŵؼ ϴ ȸ ƴϴ. ׷ٰ ѷ ִ ͵ ƴϰ^^



ǥ (ϱ⿡)Ϻ ٴ , ѱ ߴٰ մϴ. δ ʿ 漺ϴ ſ Դϴ. ׷ ٵ, ֽ ǥ̻( 濵̶ ) ѿ ׿ ȭϴ ֽ ŵ ־ϴ. ġ ְ ݿǸ鼭 ŵ 5 ̻ Ҵµ. ̰  ؾ 𸣰ڽϴ.



5 ֽ ϰ ִµ, ѿ ƿ Ŀ ΰ ż ¿ ҷ̳ ŵߴ ݿ ̰. ְ 鼭(@3,345->@4,740: + 41.7%) ֽ 򰡼ͷ ǰ ֽϴ.





3. ڻ ݵ庰 ͷ

2018-12
2019-03
2019-06
Kospi
2,041.04
2,140.67
2,130.62

-

-17.3%
4.9%
4.4%
Kosdaq
675.65
729.31
690.53

-

-15.4%
7.9%
2.2%
ݵ
2018-12
2019-03
2019-06
Fund(1ȣ)
8.5%
11.4%
20.1%
Fund(B)
8.7%
7.4%
15.9%
Fund()
5.7%
9.5%
18.4%
Fund(Ƴ)
11.9%
11.7%
20.5%
Fund(1)
16.3%
5.5%
13.4%
Fund(2)
18.0%
8.2%
19.7%
Ѿ
10.7%
9.7%
18.6%
Fund(ģ)
17.3%
5.8%
17.4%
Fund(BB)
15.1%
8.9%
13.4%

1б⿡ ϶ ϴ ݵ κ 1б ͷ 2辿 ҷȽϴ. <ڿ> ְ 1б 32.4% ǽϴ.


ƴ϶ Ͼ ؼ ߽ϴ. عٶϴ^^





ƮƮ ũα (0) ֱֱ(2)
:
|

 Ѹ ( 3)

  1. | 19.07/05 08:26
    |
    ʾµ.. Ϸ øⰡ ƽϴ^^
    ۾
  2. ݰ
    ݰ | 19.07/05 11:33
    |
    ϵ帳ϴ . ҿ оҴµ ⼭ λ帮° Ǽ Ϲݱ⵵ ູ ڵǼſ ^^
    ۾
    • | 19.07/05 15:03
      ʰ ݷ ֽô ݰ Բ 帳ϴ^^
  3. 1215
    1215 | 19.07/05 15:55
    |
    з Ÿ øô ̽ϴ. Ϲݱ⿡ ֱ⸦ մϴ!
    ۾
    • | 19.07/08 07:29
      1215 Բ Խù ˷ ط ؼ ̹ ̹ ̷ ø Ǿ׿. մϴ^^

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