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ݵ(Ƴ) 2019-10-31


2019-10-31 ݵ(Ƴ)


ݵ(Ƴ)
:
2018-12-31
2019-10-31

()
ͷ

Kospi:
2,041.04
2,083.48
42.44
2.1%
11.6%
9.5%
Kosdaq:
675.65
658.52
-17.13
-2.5%
14.1%
:
2019-09-30
2019-10-31

()
ͷ

Kospi:
2,063.05
2,083.48
20.43
1.0%
1.2%
0.2%
Kosdaq:
621.76
658.52
36.76
5.9%
-4.7%



10 ݵ(Ƴ) 򰡼ͷ 11.6% (Kospi) 9.5% ͷ ֽϴ. 10 Ѵ + 1.2% þµ ó Kospi 0.2% ͷ ϴ. Kosdaq · Ҵ ϰ ۿ Ǵϰ ֽϴ.



ֽ Ȳ (2019-10-31)



ֽ

򰡼ͷ
ó

żܰ



ȭ
400
45,519
18,207,720
47,350
18,940,000
4.9%
4.0%

α
600
20,353
12,211,810
21,700
13,020,000
3.3%
6.6%

α()
1,000
18,968
18,967,830
18,900
18,900,000
4.9%
-0.4%

ſ
400
57,201
22,880,437
55,200
22,080,000
5.7%
-3.5%

ſ()
700
54,000
37,800,000
52,300
36,610,000
9.4%
-3.1%


1,850
8,117
15,017,014
11,750
21,737,500
5.6%
44.8%

ƼŨ
2,500
7,791
19,477,470
8,480
21,200,000
5.4%
8.8%

Ȧ
1,000
39,950
39,950,000
36,850
36,850,000
9.5%
-7.8%

̾
5,000
3,971
19,857,162
4,290
21,450,000
5.5%
8.0%


1,000
22,900
22,900,000
21,050
21,050,000
5.4%
-8.1%

ڿ
3,700
10,771
39,853,080
14,200
52,540,000
13.5%
31.8%

DRB
6,000
6,452
38,712,750
5,460
32,760,000
8.4%
-15.4%

KC׸Ȧ
7,000
3,725
26,075,000
4,525
31,675,000
8.1%
21.5%

ڱ


40,000,000

40,000,000
10.3%
0.0%

(R/P)


615,142

615,142
0.2%
0.0%
323

31,150

372,525,415

389,427,642
100.0%
4.5%
323

:
348,861,158
򰡼ͷ:
11.63%
ֽ:
99.8%
<ŸȲ>
򰡼ͱ:
40,566,484
:
0.2%









CMA
323
1
323
0
323
323
615,142

(R/P)
ſ
10
54,300
543,000
80
543,080
-543,080
614,819
ż
Ա


1,000,000
0
1,000,000
1,000,000
1,157,899
ݵ Աݾ



<ſ> 10ָ żؼ 400ָ ϴ. <ڿ>, <ȭ>, <ƼŨ> Ͻ ְ Ÿ ƴϾϴ. б õǴ 11 12 Ǹ ϴ ֽĵ ְ ̴ ֽϴ. 2 Ѻ մϴ.





5 3 ϰ ֽϴ. ׷ տ ִ ָ Ʋ 꺸ϴ ( ִ ̸) 4ȸ ÷Ƚϴ. 400 Ʈ 10 µ 뷫 40 ɸ ,  ˴ϴ.



̾ ȴ İų Ǵµ, ִ Ȳ ֽϴ. 3 Ÿ , ͼ, ֱٿ 뷫 е˴ϴ. åθ ȴ 60 ̻ κ̶ 2~30 Ǹ ݰ , 밳 ̵ ൿ ϰ մϴ.



10 31() ε, 忡 ʴ ̶ ֽĽ Ȳ 4 ϴ. Ʈ  ȱ⸦ ڸ 츮 ༮ پ. ( ) ϴ ΰ ٴ ־µ, ⵵ ģ ٽ ƽϴ. ȴ ͺ 2 ̻ ڴٴ ǵ, ׷ ġ⸦ 3 տ ؼ Ÿ ɾ ༮ ƽϴ. Ƽ Լ ϴ.



4ȸ Ʈ 10 Ӻ ȴ ׳ ǿ ӵ ϴµ, 35 ~ 45, 40 ɸϴ. (Ÿ Ⱦ)ٷ  ׳ ǿ ġ⵵ ϰ ϱ⵵ ǰ ƴѵ. ģ ϰ ٴ ̴ϴ. ϱ ݹ ȸǰ, ħ Ͼ ѵѰ Ϸ Ʋ . ε ٽ ϴ ٶ Ǿϴ.



׷ . ġڴ ( ¿ ) ӵ ȴ åϴ ƴұ. ؼ ٴ ĥ ٽô Ⱦ (ǰ ) ʰ ٽ ԰ 鼭 ´ ӵ ã ȴ Դϴ. ڿ ϴ 뿡 ߾µ. ߿ ʴµ ֽϴ.





< Ʈ> 25 Ż īڽ ؼ ÷ȴµ, Դϴ. <ġڿ> ϰ ġڴ ׾!, ڵ ƿ켺 ϰ Ǵµ, , ̱ Ȳ ־ Դϴ. ġڵ Ȳ غϴµ Ǵ ̶ ;, Ϻ 븸 ؼ 10 ݼ ϴ ۷ ҽϴ.



"ġڴ ʾҴ. ġڰ '׾' ٸ "

- ó: Ż īڽ(Vitaliy Katsenelson), Is Value Investing Dead?"

- ڿ IMA CEO / [ ġ: Ÿֿ̹ ġ ]

-> 2018-06-11 ۼ İ ߴ å ׸ ^^



򰡵鿡 , ġڴ ó ȿ ,  ̵ 10 ְ ġֺ ´ٴ 踦 ϱ⵵ Ѵ. ̷ ظ  ݹϰڴ°? ϴ , īڽ ϴ մϴ.



ֵ FANG ֽ(̽ , Ƹ, ø, )̶ , ̵ Ը ޴, Ģ(law of large numbers) ̹Ƿ ̵ ݱ ׷ Ͱ δ ƴ!, Դϴ.



1990 ֿ <Ʈ> PER 35 ŷǴ ְ 50% ö PER 52 ŷǾ, ̵ ֽĵ ̻ ٰ ϴ ƴ϶ մϴ. ׸ ٽ , ̷ ö <Ʈ> 13 PER 52 ŷǴ ְ ȸߴٴ, ϸ鼭, PER 60 ̻ ŷǴ <Ƹ> ż ֽϴ.



ƴϿ!!! ϴ īڽ ׷̾ ħ ݴϴ.



ġڴ  ̳ 繫 ǹ Ⱓ żϴ Ͱ ֽĽ忡 ϴ ̴. ̷ ð ֽĽ忡 ϸ, ó ̸ (̹ ̸ֽ ֽ, ġ 츮 10 ħü ̰-- --ݸλ ʷߴ κä ʰ ó Ű ֽ) κ ָϰ ̴.



׸, ġڴ ƴϴ. ġ Ŵ Ʈ Ӹ ᱹ ٸ ̴.




ƮƮ ũα (0) ֱֱ(2)
:
|

 Ѹ ( 5)

  1. ݰ
    ݰ | 19.11/04 16:58
    |
    ϴ ٻ۵ ȿ ־ ϴ
    ϴ λ縸 帮 õõ ϰڽϴ ^^
    ۾
    • | 19.11/05 07:33
      ϴ. ׸ Ʈ 鼭, ݰ ÷Ȱ.
  2. | 19.11/04 18:17
    |
    Ѵ޵ ϼϴ.
    ȵǸ ޾Ƽ .
    ۾
    • | 19.11/05 07:35
       TV α׷ ̰ 鿡 ߸ ϴ Ϳ ߴ ׿......... Դϴ!^^
  3. 1215
    1215 | 19.11/05 16:14
    |
    ġڷ ͳ ׷ и ִ ϴ. ٸ ڰ ׷ ۰ ˱Ⱑ ƽϴ. ð 帣 ᱹ ŵǹǷ Ǵ ͵ ȵǴ ͵ ϴ. ġڷ ް ְų ϴ ʴ´ٸ н ߴ, 񿡴 üũؾ ϰ ٸ ߰ ߴٸ ð ذ Դϴ. ġ ݿ ġڴ ε ʽϴ. Ѵ ϼ̽ϴ!
    ۾
    • | 19.11/05 18:17
      1215 Բ ֽô ݷ ǹ̰ ٴ ް ˴ϴ. մϴ^^
  4. ƺ
    ƺ | 19.11/05 16:19
    |
    ! Ծ Ʈ ߺ ֽϴ.
    ֱ ϴ ֽ ݵ带 ȯϰ ·
    ü߽ϴ. 3 ߴ Ƽ ݵ尡 3 ͷ 5% ϴ.
    3 ͷ 30% ó ־ϴ.

    ڱݾ ݺ ð ڸ ϴ
    ϴ.

    ֽ а(40%) ſ(5%)̰ 55% Դϴ.
    3ϸ ٹϽŴٴ ,å ο ð ϴ.
    ׻ ڸ 帳ϴ.
    ۾
  5. | 19.11/05 18:23
    |
    ƺ Բ ݵ忡 ڱ ְ ־ٴ ϴ.
    (翬 ׷ð)ٽô ׷ Ǽ ñ^^

    ݺ ׿. ϰ ֽϴ.
    10 1Ϻη ϳ µ, ֽ ִٺ ں 2 ݹ ϴ 뿡 ǥ̻ 1 ־ϴ. 0.65 Ҵµ, Ϻ ް а ֹ ƽ ϰ ֽϴ. ̻ϰ ż ֹ ֱⰡ ȴ.

    ΰ ŵ ֹ մϴ. ƿͼ ü ȣ ֱ ǹ̴ .. ̷^^

    ؼ ϰڽϴ.
    մϴ^^
    ۾

* HTML ± Ͻ ϴ.

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۾
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