뿡 ̷ڶ ť ǰ ϰ ִٰ Ʈ
߽߰ϴ. ( 3%.. Ѱ ƴ ڳ. )
غ,
PER ؿ EPS ROE ͷ
--------------------------------------------------------------------------------------
â 2.5 -5 ~ 15 % 18% 7.6% 41%
2.4 20~40 % 37% 5.3% 40%
KODEX200 ? 11%
3.x ? 11% 5.x% 3%
;DZ ġǥ . ڼ ֽ. 2%
3%
--------------------------------------------------------------------------------------
â ġ 80% Ѵ ʸƮ Ǿȳ.
( , ó 30% µ â ϰ ö ̷
ƽϴ. -_-+ )
1. ʹ ݸ , Ȯ ʽϴ.
Ǿ迡 'ǰġ' Ҽ ִ?.
ǰġ - 'ݸ Կ 㽬 ݸ ֳİ ٰ ϸ,
㽬 ݸ Ը ͼ ٸ Ը ȴ.' ( ϱ
̻ϱ. ) ' 1000 ָ鼭 īݶ ġ ϸ,
ָ鼭 " ̴ϴ" ̴' , ( ڰ
߿ )
ش Ǵ ϴ. ǰ,
1 ڸ ö ұϰ ϱ ±.
ͽϴ.
2. KODEX200 - Mr. Market ( ex. ְ â
) . ͷ .
3. ;DZ - DZ ϰ ִٴ Ǹ . -25% ͷ. 1
ٰ ؼ CB ճ įįغ, ' ' ε
̸ Ѻ ֽϴ. 3% ̹ Ʈ ̷ ߱
4. ƽô ÷ּ. Դϴ.
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