3. ѱ
ܱ ϴٰ 츮 ߰ϸ . ѱ ̶ ѹ ̴. 忡 и ƴϴ. 鿡 ߱ Ͱ ̴ ǰ θ ϴ Ʈ ̴.
߱ Ͻ δ 븦 ̴. ̸ ֽĽ嵵 ˰ ֱ ߱ θ ְ ΰϰ ݿŲ. ϴ ̴. Һ ߱ 忡 Ÿ ִ 캸.
1) ٽ
߱ λ ̴. 4 ǰ Ŷ, ʱ, (ȼ), ġ ȸ ־. װ͵ ӿ ұϰ ȸ ־.
ڳʿ 븦 ϰ ־ ٺ Ǫ ʱ ó Ƴ Ĵ ־. Ư ܱ κ ϴ ƴϴ. ȸ ǰ оְ ȸ ǰ Ȥ . Ʈ ǰ ڸ ־.
ǰ ߱ ǰ̴. 5 Ŷ, ʱ, , ġ 13, 13.8, 12.5, 12̴. Ϻ Ȥ ߱ 鰪 7~10 ܴ. Ŷ ū 3.5 ִ Ϻ ֽŶ麸ٵ 0.7 δ.
å ɸ° θǵ Ѵ. ó پ ִ ǿ ɽġ ʰ ־ ƽôٽ ߱ ִ Ŷ ٵ ȸ ְϰ ִ. ⼼ ưٸ ѱ īݶ ƴ ̴.
2) Z
̿ Zڸ ִ . Z ؼ ɷ ִ Ǫ 1, پִ ż ȭ, LCDͰ پ ִ ö, 귯 TV.
Ϲص ڵ ǸŴ뿡 Zڸ ϰ ִ. ߱ ڵ ܸ ʹ. Ű, Ѷ, Ҵ ǰ ƴ϶ ̾, VK ܸ . ǰ Z ǰ̴. ڵ 4500( 63) ȣѴ. ߱ ϸ û ̴. ùε ִ ִ ִ.
̿ Zڶ ŭ ⸦ ǿܷ LGڴ ãƺ ʴ. 1 ϰ ִٴ ƴ.
3) ̿
̴ ýø κ ¿ ٰ ǰ̴. α ̴. ٰ ̿ ġ Ÿ û ݰ ִ. ٰ δ GM ϰ ִ.
߱ αⰡ ִٴ ̿ Ⱑ ʴ. Ÿ䳪 ҳŸ ̴. ߱ ̸ ϰ. ̸ ֵ ϰ ϰ ֱ ̿ ǸŰ δ.
ҳŸ ߱ 4500 ȣѴ. ſ ȸٰ ̰ ̴. κ ѱ ̱ ̴. 츮 60~70 ȭⰡ ̾ پ ŷǾ ߱ ¿ 㰡 ִ ſ ȣ ŷ ȸ ̾ پ ŷȴ.
̿ Ǹŷ ø ؼ ٸ Ŀ Ұ δ. Ư ݴ밡 ȥٳ Ÿ ġ ̴. ߱ Ϻ ־ Ϻ ̶ ƿ ʴ . ڰ ٷδ öϰ ΰ ̴.
4) ȭǰ ö˼
ȭ 1 ȭǰ ڳʿ LGȰǰ 귣带 ִ. ǥ 귣 ̴. ǸŴ ſ . , ̺, ̺ ؼ ΰ ̳ ؼ 귣尡 ߰ ġ ϰ ֱ Ǯ̵ȴ. ߱ ۷ι ġ ̳ ǰŭ ǹ̴. ȭǰ оߴ ѱ 귣 ġ ̴.
5) KT&G, F&B ̴
ȭ, 鼭 ̾ KT&G ̺Ʈ ̾.
KT&G ̺Ʈ ̰ ݼ ǰ ɰ 긦 ȫϰ ־.
ֱ KT&G 鼭 ٰ ϴ ڵ ϴµ ߾Ӿƽþ, ߵ ؿܿ α⸦ ߱ ̾ ߰ .
KT&G ǥ ǰ , , , , Ʈ ؿ ǰ ص ʴ ŭ ؿ ɼ ʾ δ.
ȫ Ǫ 忡 Ѻ ġ ý ̺Ʈ ϴ F&B . ǰ ̹ ְ ġ ü ǰ ŭ ߱ 忡 . ߴٴ ܿ Ư ֱⰡ .
6)
ռ ó ߱ε ǽֿ ǰ Һ ߽Ű ִ ŭ ϰ ִ ѱ 鵵 κ ̿ õ ̾. ϳ ִ. 츮 1 ؾ ߱ Ѻ ִ ִٴ ̴. , Zڰ ǥ̸ ϴ KT&G F&B ġ о߿ 1 ̸ǥ ް ִ.
̴ ؼ ϴ.
ù ° ¿ ܷ ġ ŸũƮ ξٰ ( ) ϰ ȭǴ ֱ ̴.
° ڱݷ . ߱ ô . ɸ ص ߱ ȯ ڱ ϰ ִ ̴. ߱ ڱ 㺸 ϱ źź 帧 ־ Ѵ. ϸ鼭 ߱ ź ؾ ڸ ִ.
° ġ ϰ Ƴ 1 ü ߱忡 ٴ ̴. Ĺڷμ ġ ް ߰ Zڵ ġ ڵ 忡 ܱü Ƴ´. Ͽ ߱ 忡 ȿ ڻ̴.
ΰ ߱ 븮 ְ ū ȸ شϴ ƴϴ. Ư Һڸ ؾ ϴ Һ ǰ 1 ƴϸ ߱ ô . ͺ ͺ ߱ 忡 ظ 巯 ȴ.
4. ߱ Ǯ
ֱ ε ̽ κ ߱ ̴. ĵ ¡Ǵ ĵ . ߸ ߱ ڿ Ȧ ε ̿ 浵 ũ ٸ ʾҴ. ϴ ̱ ö, øƮ, ʿϴ. 88 105¥ ̳ Ͱ Ǽ ̾µ Ը ʿϴ ̴. 並 Ű Ǽ 䵵 а ȴ.
ٵ ɰ . ϴ 䰡 ʴ. ü ְ ְ ǹ ߿ Ʋ. ̳ 繫Ǹ ִ ǰ ϸ Ͼ ʴ ű .
δ ʹ ɻ . 䵵 ū ó ڵ. ߱ ڵ 㰡 ϴ ߱ε ڵ Һ ߽ ġ ġ ʱ ̴. ̸ ƴ ߱ δ ߵ 鿡 ̰ ִ. ̷ ¿ ұϰ ذ ʴ.
ϰ ̵ ִ ڵ ϰ ΰ 屸 شϰ ߱ε ܴ ƴϴ. ٽ OPEC ƴ϶ ߱ ڵ .
5. ʷα
ƿ鼭 츮 10 ƾ ΰ?ϴ ̾. Ƕ ῡ ߱ Ŵ α 츮 Ѿư ִ. ƴϴ. ̸ ȸ ִ. Ǫ ̵ ִ.
ȸ ʾҴ? · 츮 Ȥ ġ ĺ Ͽ찡 ִ. 麸 ռ ִ ̴. 츮 ڽ ڻ Ȱؼ Ŵ ߱ ħ ٸ ο ȸ ִ. ũⰡ ۴ٸ ũ⸦ ̿϶ ?
̱ Ѱ ڰ ߿ϴٴ ̴. 뵿 ϴ з ϰ ִ. ϴ ͵ ſ ߿ ΰġ ̴. 츮 Ƶ Ȱϴ° ϴ CEO ġϰ ؾ .
ƹư ߱ 츮 ū ǹ̷ ٰ ִ. ϰ ϸ ߱ 츮 . ߱ ʱ ٳ ū ҿ ʴ´. ̶ ̶߱ ϰ ͵ ̶ ȮѴ.
ö wallstreet@viptooza.com
( ߱ Ǿ ð ʿϰ....)
߱δ , ұ ; 50:50 ȸ縦 ϴµ
ǥ̻//꼳/ǰ ѱ(μ ѱ, ߱ :
ǰ ʿ KNOWHOW ), ߱ ġϰ ߿
߱ ʴ ̻, 츮 ϱⰡ ϴ.
ǰ ǰ ϴ ұ ϴ.
߱δ ȭ(߱) ǰ 㰡 ϴ. ϴ ұ ռ ȸ縦 .
߱ Ʈʴ Ⱓ ν, ѱ ̻ Ƶ ʰ ڸ
߱ ä ᱹ Ű մϴ. Ⱓ KNOWHOW
߱ Ȯ ì ̰.. ( ұ ʿ .)
Ϻ, ߱ ϴ ϴ. ֽ ..
ֳϸ ηϴϱ. (ұ ) ֽ
ƹ . ̳ ߿ ǥص ׳ ߱ Ѿ
µ ٿ ɸ ........
ϰ ߱ ϴ ɱ ߱γ ߱
߱ ȸ ƴ϶ ð̸
̴ϴ.....
. ſ ϷǼ.