մܰ | 簡 | | ͷ(%) | ݾ | ܰ | ||
ϵ | 130 | 16,386 | 18,700 | 300,820 | 14.12 | 2,431,000 | 16,477 |
ϸ | 140 | 16,877 | 17,050 | 24,120 | 1.02 | 2,387,000 | 16,962 |
CJ | 121 | 13,932 | 15,750 | 219,890 | 13.04 | 1,905,750 | 14,009 |
̾ | 378 | 2,737 | 3,310 | 216,283 | 20.89 | 1,251,180 | 2,753 |
ѳȭ | 80 | 13,187 | 13,500 | 25,040 | 2.37 | 1,080,000 | 13,254 |
Ʈ | 150 | 5,190 | 6,160 | 145,500 | 18.68 | 924,000 | 5,220 |
װ | 40 | 18,050 | 18,000 | -2,000 | -0.27 | 720,000 | 18,140 |
뼺 | 10 | 34,000 | 35,600 | 16,000 | 4.7 | 356,000 | 34,176 |
Ƽ | 100 | 2,088 | 2,385 | 29,700 | 14.22 | 238,500 | 2,100 |
20 | 6,600 | 7,300 | 14,000 | 10.6 | 146,000 | 6,636 | |
Ƽ | 31 | 3,480 | 3,740 | 8,060 | 7.47 | 115,940 | 3,498 |
KCI | 10 | 3,500 | 3,310 | -1,900 | -5.42 | 33,100 | 3,517 |
ȳϼ ļԴϴ.
ݱ Ʈ øϴ. ÷Ⱦ ϴµ HTS-> ߴµ ؼ øϴ. Ʈ ۳ ݵ ȥڱ ̰ 8~9̿ û Դϴ. ð ھ̵ 츮 ƽ ϴ. ڱ 3 Ѿٸ Ʈ źźϰ ٷ ʾ ƽ ϴ. Ʈ λ ͷ Ⱑ ִ ݵ Ư ŵ-ż ŷ Ἥ ȸ ټ Դϴ.
츮HTS LG յǸ鼭 ͷھ ưϴ. п ؽϴٸ ֱ 3 ٲ ִ Դϴ.( 7~10%) -_-;;
ȥϰ Ǹ, , ϰͰ ͷ м ͽϴ.
» ڶ 强 ȸ ϴ ε, ġ ִٴ ־ ְ "ٽɰ" ȸ縦 ˸ ݿ ° ǥ Ͽϴ.
6 ŸϿ ణ ȭ ־µ,
ù°, ڻ갡ġ ϰ ƽϴ.
ι°, Ⱓ þϴ. ġ ⺸ ؼ ȸ ־ϴ.
°, ̶ ΰ ϴ ߽ϴ.
°, ߵ ִ ° ణ ݷ ãڴ ̵ϴ.(װ ؼ )
Ÿ 尡ġ ڷ ϰ ͽϴ.
̹ Ʈ ݱ ȭ Ͷ ణ ̺о߿ ġߵ ֽϴ.
̿ Ʈ ϴ. õ, ѳƮ, CJCGV, ǿ, , Ʈ, .
Ҹ ȸμ..
ѳƮ ȭַ ģ ȾҰ..
õ ſ 簡ݺ ΰ ְ ½ϴ.
Ʈִ ణ ð ɸ Ƽ % ؿ Ȱ Դϴ.
ʹ PBR Ƽ Pbr 2, per10 ѱ鼭 ȾƼ ߽ϴ.
οҸ ؼ ణ ߴµ .
ϵ:öȭ 迭 MDF 3 , źĮ ϴ±ȭ ణ ⺯ Ÿ ⺻ ȸ. 16200 Խؼ 15000뵵 غ ڴʰ ߰żؼ ż ö.
ϸ:ѱ ְ мȸ(, FUBU, ) ֱ ϴ ű. ʰ->м->ȭ-> ΰġ ̷嵿 ߱.
CJE: ģε 켮 ѱȭ Ŀ 2 ѱȭ ĿԴϴ. --ޱ ϰü . 11000 żؼ ոż ö Դϴ.
̾: ʹ ȸ縦 ϴ 濵 ؼ , ġ+++å ݱ ġ . ߰ 뵷 ũ ѹ ߰ؼ ոż ö ͷ 70% ˴ϴ.
ѳȭ:Ȱ ǰ ٷϴ ȭȸ, 1϶ ϴٰ ð Ƽ ȸ Ȩ Īսô ڳʿ . 츮 ȭȸ Ŵڵ Ī ̴ λ̾. ó ̷ 繫ǥ ϰ 尡 .. ηη λ . ǰ δ.
Ʈ:ΰġ ݵü Ʈ 濵, , ְʹ .
װ: ϴ . õ Ǿ װȭ 2. װ Ⱑ ߶ 5 Ǹ Per 3, pbr 0.5 ġ ְ ӵ ΰ..
Ƽ: 2 ++强 ִ ȸ.
Ʒ ߰ ż ż ܰԴϴ. ¥ 3ȿ ûؾ ݵ ĥ .
뼺:+ڻ Ѳ ̱ ϴ..
:ٻ Ǹϰ ̶̳ ̵.
Ƽ:ö+++ ָ ַ غ..
KCI:迡 ȸ (ٿ ɹð )Ȱ ȸ. ʹ Ƽ 3 հ ִٰ ᱹ 10 . (ó ̳ʽ ..)
μ 濵ɷ ǽϴ 繫 ϰϰ ֽϴ.
濵 û Fedex ־ Ϻ Ѵٸ ..
̷ 뱸 Ǿٸ ְ ʳ..
κп ؼ ļ ݷ غϴ.
ļ װ Ѱ ǿܶ ɾҽϴ.
̷ ڴ Ű ֽĽ忡 ְ 찡 .
ڽ ˰ִ ٲ ̿ ణ ƴٱϰ ǰ ̿ ó ø ִ ȸ ġ մϴ. ظص ť, , ϴ..
װ ھ̵ ȯ϶ մϴ.
ȯ ϶ϴ ܱ 䰡 ̴. װ â Ͼ ̶ ̵ ýϴ.
, ü ̵ ũ, ü ̵ žƺ ְڽϴ.
Ž
ҵ ؿܿ Դϴ.
̿ ߴ ؿ- 水 Դϴ.
߱ ߽ Һ߽ ذ inbound ȭ þ , ε װ ؿι ӵ
Inboundȭ ƽþ- ƿ ¼ ä ִٴ ..
(http://cafe.naver.com/bestinvestment.cafe?iframe_url=/ArticleRead.nhn%3Farticleid=263 ο)
װ þ ̰ Ϻ-ѱ-߱ α Ͽ ƽþ 3 Ʋ (-õ-¡ 뼱 ݽϱ?) ߽ϴ.
å װ .
¼սǰ 鿡 δ㽺 ϸ ݱ κ.
5 ߶ δ ؼ , 270 װ 19° IOSA .
Ƽ ä μ ũ δ ̶ ä .
ΰ(Ѽװ, ֿ) 翡 ñ ö ִ ٴ .
ٴ .(ä ȸϼ 30 ̸, ڻ ȸϼ 20Ϲ̸)
ڶ Ÿ ° ƴ϶ ̷ ̶ մϴ.
װ 츮 Ư Ư, ִ å Ư Ʈ 强 ־Դϴ.
ȸ ణ ִ ڿϴ.
δ װ ְ PBR 0.5 ֽϴ.
װ ´ٴ, ظ ѱ ϴ.
װ 60% װ Դϴ. ٸ װ ִ 3 5õ ְڱ. ϰ īƮؼ ⸦ ȾƵ 30% ´ٰ ϸ.. Ⱚ+Ÿڻ=(10,500+15,000)=25500Դϴ. ѱ 1 ̾ ȭ 2 ̾ ϸ 3 ִٰ մϴٸ 25000̸ Ĵ Ҹ ŷ ɰŶ մϴ.
װ ȵǴ 氪 ŷǰ Ѱݿ 缭 ణ ݿ ڴ»Դϴ. ( ̵ ũ ϰ ִٴ Ͻñ)
Ʒ Ź ũԴϴ.
http://news.naver.com/news/read.php?mode=LSD&office_id=089&article_id=0000036096§ion_id=102&menu_id=102
װ... װ ε ٵ..-_-
? غ ڽϴٸ..^^;;
װ۹ ַ ? DRAM, LCD гε װ ??--;;;
ġ ǿ ٺ ʸ 踦 747 ܶ ־ Ѵٴ..;;
Ʈ 19 Ƽ
װ 迡 ȭ װ簡 ƴ. װ 30 װȸ(IATA) '2004 װ ' ο, ڻ װȭ ⺸ 20.1% þ 816400t.(װ Ÿ հ) 1 ƴٰ ǥߴ.
19 1 ڸ Ʈڴ 802800t. 2 з.
װ ̷ν 3 â 35ֳ ¾ '2007 ȭ 1' ϰڴٰ ǥ ǥ 3 . װ ȭ 23274 ü 33% Ѵ. ϴ ǰ ȭ ݵü ̴. װ ι 2003 15.
1969 װȭ پ װ 96 ȭ ι 2 , 2001.2002(3) ϰ 2 ڸ ״. װ ȭ 1 ü ö Ծ װ þ 2000 ¡... Ӱ װȭ 忡 ű 뼱 Ȯϴ ݰ濵 . װ 2000 9 װȭ ü 'ī ī' Ἲ ֵϰ 2003 ƽþ ʷ ִ ۷ ڶϴ B747-400ERF ȭ⸦ 5 ϴ װü ִ(18) ȭ⸦ ϰ ִ. װ ߱ ο װ װ ߱ ȭװ ̴.
ȣ װ ȸ ' å, õװ װ , ¿ Ծ װȭ 1 ü ƴ' 'װ Ȯ ΰ ߽ɱ ̹ '̶ ߴ.
â
ؾȺ ȷ մϴ^^
ͳ... ֽڴ ...
츮 3 ٴԴϴ. 鸸뱺 ٸ ֽϴ-_-;;;
Ϳ Ѱ谡 ֽϴ. ( ѴѰ Ͻ÷ƴϱ?)
ٰ ƽþƳ װ 츮 ü װ並 Ҽ ? ƽþƳ
װ ִٸ 並 ų ְ ƽþƳ ٰ մϴ.װ θƮ
α 1 װ 1 ϴٰ ϰ ... װ, Ʈ
, ƳŶ Ǹ, Ϻ jal jas պ߰ ana
պؾ Ѵٰ ȴٰ ϴ Դϴ. 츮 װ Ŀٶ
װ縦 Ű ʿ䰡 ִٴ ... ƴϸ Ź ܱ װ縦 ̿... װֱ
Ҿ ұ? ϱ ̰... װ ƴ ü 츮
ʿ ȸ մϴ. Zٵ 츮
ʼ̶ Ѵϴ. ȸ縦 Űشٴ ڸ Ҽ ִٰ
Ѵϴ. ̰ ڳ.
ʴ ̷ غ ִٴ ͵ ѹ غ°
ؼ ÷ ϴ. ּ^^;;;
϶忡 ߵ ˴ϴ.
߽ϽŴٰ ϼ̴µ, 췮ָ ͽϴ.
Ƹ ڱ ݶ ͳ.
ڱ ϴٸ 並 ϴ.
ѳȭ 纻ε, ⼭ ϴ ݰ.
ϴ б ʹ ݸ鿡 ǥ ŷ̶ ߽ϴ.
װ ȯ ̶߳ ܱ θ մϴ. ٸ PBR 0.5 δ ŷ . ؿ װ PBR غ°͵ մϴ.
ٸ 20% ϴ װ, δ, ȯ ͼ ִ ҵ κ ° ڷμ δ㽺 κε մϴ. Һڵ̰ å Ǿ ݿ Ű ϴ κе ְ.
ٸ װȭ μ ɼ մϴ.
ó Ÿ '' ż ɰϰ о ־µ ... ֿ ٰ
'' Ѹ..'츮 3 ٴԴϴ.' ҽϴ.' 鸸뱺 ٸ ֽϴ-_-;;; '⼭ ڰ ڷ Ѿ (?) ϴ. ſ ̾µ ħ ҽϴ.
ſ Ϸ Ǽ^^
Ʈ ְ Ϳ~
鸸뱺 ȴٸ..
(ӵ ö) ߱ 뷯þ ұ..
ƴϸ ؿ Ǿ° ұ..
ȴٸ,
(ϱ ƴϴ ߱ þƱ ӵο ö ϴµ ǿ ̷.. ̷ Ǹ 鸸뱺 ʵ ༼ ҵ Ǵµ..)
ؿ Ÿ ɱ.. ƴұ..
( ӵΰ Ǹ Ʈ ̳ʸ Ҽ ְ ǰ..
Ʈ ū ù輭 ȴٴ . Ͽ۾ ð ʿ䰡 .. ٷ 翡 ó ȭ ϴٴ û ִµ..)
.. ο ̳ ..
ȭƮ ųιʹ ۴ܰ ö ۴ܰ..
ؾ ۴ܰ..
Ȥ ƽôº ..
ڱ ̰ ñ..
ھ̵ Դϴ. ^^
ļ... ݵ ϱ ϴ. ͷ ó ^^ ׳ , ȥڱ ֱ⸦~~ CJE 'ھ' ...^^
ʹ ʰ ȸ ִ ̽Ÿ
츮 װָ ġ ϴ ϴ.
risk ġʰ ҾҾ Ƣͼ ϰ̴ϴ.
ѹ ͵ ִٰ ϴ.
켱 װ̶ ȸ翡 ؼ 帮
ʿ ο ̹
( Ʋ ο ϴ ȭϰ Ÿ ü ˸ īǵ) ̸
λ 信 Żϰ ϴ û ٴ ù°̸,
һ θ Ͽ
ȣ £ ؼ ִ 濵
濵Ǽȯ ϴ.
ۿ Ͻ װ ڳ뼱ȹ ,
5ϱٹ , ȯ ,
߱ Ͼν Ʈ,
IOSAο,
ȭ 1,.........
ӿ ǰ Ÿ ƿԴ ̿ Ѵٸ,
Ŀ ؿ ӿ Ҵ ̿ ƴ
ϰ ν ĥ ϴ...