|
ݵ(Ƴ) | |||||
: |
2017-12-31 |
2018-05-31 |
() |
ͷ |
| |
Kospi: |
2,467.49 |
2,423.01 |
-44.48 |
-1.8% |
9.8% |
11.6% |
Kosdaq: |
798.42 |
879.66 |
81.24 |
10.2% |
-0.4% | |
: |
2018-04-30 |
2018-05-31 |
() |
ͷ |
| |
Kospi: |
2,515.38 |
2,423.01 |
-92.37 |
-3.7% |
-3.9% |
-0.2% |
Kosdaq: |
875.95 |
879.66 |
3.71 |
0.4% |
-4.3% |
5 ͷ 9.8% (Kospi) 11.6% ÷ ͷ ֽϴ. ֽ 强 ż <KCȦ> <KCƮ> 1б ū ϶ϸ鼭 ͷ Ծϴ. 5 Ѵ ͷ 3.9% پ 忡 ؼ 0.2% ϴ.
ֽ Ȳ (2018-05-31)
|
|
ֽ |
|
ͷ |
ó | |||
|
żܰ |
|
簡 |
| ||||
ϱ |
1,300 |
13,329 |
17,327,670 |
12,850 |
16,705,000 |
5.1% |
-3.6% |
|
ſ |
700 |
55,025 |
38,517,200 |
57,100 |
39,970,000 |
12.3% |
3.8% |
|
ſ() |
600 |
54,769 |
32,861,630 |
51,500 |
30,900,000 |
9.5% |
-6.0% |
|
|
1,500 |
10,498 |
15,747,350 |
10,800 |
16,200,000 |
5.0% |
2.9% |
|
ڸ |
0 |
#DIV/0! |
0 |
10,650 |
0 |
0.0% |
#DIV/0! |
5,500,936 |
|
1,000 |
29,684 |
29,684,020 |
39,800 |
39,800,000 |
12.3% |
34.1% |
|
̾ |
2,000 |
4,531 |
9,061,844 |
4,685 |
9,370,000 |
2.9% |
3.4% |
|
|
1,000 |
24,882 |
24,881,710 |
24,500 |
24,500,000 |
7.5% |
-1.5% |
|
߾ӿʺ |
1,000 |
29,300 |
29,300,000 |
31,350 |
31,350,000 |
9.7% |
7.0% |
|
ڿ |
5,000 |
11,588 |
57,938,950 |
14,100 |
70,500,000 |
21.7% |
21.7% |
|
KCȦ |
7,000 |
5,383 |
37,683,820 |
4,605 |
32,235,000 |
9.9% |
-14.5% |
|
KCƮ |
2,000 |
5,246 |
10,491,570 |
4,555 |
9,110,000 |
2.8% |
-13.2% |
|
(R/P) |
|
|
4,037,519 |
|
4,037,519 |
1.2% |
0.0% |
17,164 |
|
23,100 |
|
307,533,283 |
|
324,677,519 |
100.0% |
5.6% |
5,518,100 |
: |
295,711,033 |
ͷ: |
9.80% |
ֽ: |
98.8% | |||
<ŸȲ> |
ͱ: |
28,966,486 |
: |
1.2% | ||||
|
|
|
|
|
|
|
|
|
CMA |
17,164 |
1 |
17,164 |
0 |
17,164 |
17,164 |
4,037,519 |
(R/P) |
|
200 |
39,800 |
7,960,000 |
1,190 |
7,961,190 |
-7,961,190 |
4,020,355 |
ż |
|
54 |
24,700 |
1,333,800 |
200 |
1,334,000 |
-1,334,000 |
11,981,545 |
ż |
|
146 |
24,700 |
3,606,200 |
540 |
3,606,740 |
-3,606,740 |
13,315,545 |
ż |
Ա |
|
|
1,000,000 |
0 |
1,000,000 |
1,000,000 |
16,922,285 |
ݵ Աݾ |
KCȦ |
1,500 |
5,200 |
7,800,000 |
1,170 |
7,801,170 |
-7,801,170 |
15,922,285 |
ż |
|
300 |
24,800 |
7,440,000 |
1,110 |
7,441,110 |
-7,441,110 |
23,723,455 |
ż |
|
500 |
10,600 |
5,300,000 |
790 |
5,300,790 |
-5,300,790 |
31,164,565 |
ż |
ڸ |
3,500 |
10,419 |
36,464,950 |
114,854 |
36,350,096 |
36,350,096 |
36,465,355 |
ŵ |
Ʈ ϴ ֽĵ нŰ ִ Ѱ ʾ η Ѻ⸸ ߴ 5̾ϴ. ʿ <ڸ> ŵϸ鼭 ϰ ִ ֽ ÷Ƚϴ. þ <ڸ> 1б Ͽµ, ŵ, ż ߸ Ÿϴ ~ ^^.
<> 5 յΰ ȣ ߸鼭 ŵ ϴ. ſ ŵ Ÿµ, Ϻ ִ ¿ żϿ ݵ(Ƴ) ȣ ֹ ־ 200ָ żϿϴ.
<ſ> ð ־ϴ. 2,450 300 ø 2,750 ߴ ͺ 50 ҽϴ. å 3 ؼ 10% ̻ ÷Ƚϴ. Ư ǥ̻簡 濵 ü ֱ 2 ȸ迬 Ⱓ ߿ ؼ þ Դϴ.
- 5 - PER: 6.3 / PBR: 0.45 / PDR: () 4.8% / (켱) 5.4%
<Ʈ> ̿ ε, ֶ ֽĽ ع Դϴ. ν ġַκ ָ ϴ 5̱ մϴ.
(¿ )ġ ְ ̴ <γ> Դϴ. 缭 ġ 밡κ ð ȰѴٸ ڽ Ƿ ø ð ǰ. ġ ֽ 缭 Ѵٸ ݵ Ҵٴ 밡 Ͽ ε Դϴ.
2016 ߴ, ù ° а İ ٽ оϴ. ͳݿ д ٸ α Ǿ ۿ ũǾ ־ Ǿµ. ~ ū ΰ Ǿϴ. 5 ݼ ű մϴ.
û û սǷ ִ. ̿ Ҿ ο ̷е ߵǰ . Ǹ ƶ Ѵ.
The enormous profits should have turned into still more colossal losses, that new theories should have been developed and later discredited, that unlimited optimism should have been succeeded by the deepest despair are all in strict accord with age-old tradition. [Security Analysis, 3]
̾κ < >̾. װ ġ , ̾ ɾ , ϻ ҿ뵹̷κ ʿ Ѵ.
߰ ǰ Ѵٰ ؼ ǰų ٰ ϴ.
You are neither right nor wrong because the crowd disagrees with you. [Intelligent Investor]
Ǹ ùٸ ̾ϴ. ̾ κ Խϴ.
The best thing I did was to choose the right heroes. It all comes from Graham.
) 30 ġ ִ ֽ 10 缭 ϰ ִٰ غô. ٸ ڵ ġ 30 ȴٰ Ǵ ٷ ٵ ߿ ġ մϱ? ϳ? ƴϸ ϳ?
) װ 츮 ̽. װ ٸ ƴ϶ Ե ̽Դϴ. 츮 ᱹ ġ ´ٴ ˰ ֽϴ.
Mr. Chairman: When you find a special situation and you decide, just for illustration, that you can buy for 10 and it is worth 30, and you take a position, and then you cannot realize it until a lot of other people decide it is worth 30, how is that process brought about-by advertising, or what happens?
Mr. Graham: That is one of the mysteries of our business, and it is a mystery to me as well as to everybody else. [But] we know from experience that eventually the market catches up with value.
-> 1955 3 11 ȸ Ʈ ̾ 亯
ڰ ּ ҵ ݾŭ ȭ ִ ġ ߱ϴ ƴ϶ ̶ ΰ? ֽ ġ ݿ ȸ Ŷ 븦 ǰ ϴ ۿ .
What is if it is not the act of seeking value at least sufficient to justify the amount paid? Consciously paying more for a stock than its calculated value-in the hope that it can soon be sold for a still-higher price-should be labeled speculation.
-> [; 21 ڽȭ ź(Buffett; the Making of an American Capitalist in 1995, 2008)]
By Ÿ,
ɷ ״ ۿ . ˼~
δٴ ¦ ٰ ٽ ް ġ ̾ϴ. ϱ ϰ ٽɳ Ͽϴ. ʴ ڸ ؾ߰ڴٸ ֽϴ. ڱ ڽ ִ 6 ǵ Դϴ. Ե Բ ֽô ǽñ ٶϴ ^^
ϴ.
װͿ ϴ.
ƽϴ..