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[߻ ] "忡 ҿܵ ϶"...ȭ

ܵ߻ ڴ 忡 ҿܵǰ α ֽ , α ִ ֽ ŵϴ ڹ̴. α ֽĿ öŸ ͷ ݴ. ߻ ڴ ׻ ̾. ǥ ߻ 밡, ̺ 巹 1988 1998 10Ⱓ ݵŴ Ȱϸ 17% ͷ ÷ȴ.

밡 ϴ GSŬ(Gaint Shoulder Club) ߻ ̺ 巹 ũ , ö 쿩 . 10(2005-2014) ͷ ׽ 2695%(39.5%, ) Ⱓ ڽ 114%(7.9%), ڽ 43%(3.6%) ռ,  ֱ 3Ⱓ 24%(7.3%) ö ݸ ξ ڽǴ 6%p, ڽ 0.5%p ռ ִ.

̺ 巹 ߻ڡContrarian Investment Strategies: The Psychological Edge Ȯ ִ. 1 ص Ʋ 繫, 强, ͷ ǥ Ȱؼ żĺ ߴٰ ߴ.



GSŬ ߻ ̳ ٸ. ü 4 б ͸ ִٸ ߻ 10 ִ. 10 Ѵٰ ؼ 10 ż ڴ . ŷ ְƮ ҿܵ ټ.

ٰ ؼ ̶ 嵵 . ̺ 巹 ּ 2~3 ٷȴ. '߻ ' 6 ٷ. ð ο򿡼 ƿ Ⱑ ִٸ ص . Ⱓ ̱ ̴.

Ʒ ְڻ(PBR) ׷캰 ֱ 5(2013~2017) ͷ Ʈ. 1 PBR 20% ̰ 5 PBR ֻ 20% ̴. 2012 12 Ϻ ſ ŷϿ 뷱߰ ϴ.

1(PBR) ͷ 143% 5(PBR) 96%p ռ. Ⱓ ڽǴ 24%, ڽ 61% ߴ.



߻ , ϴ

忡 ҿܵ ֽ ҿܵDZ ̴. ٸ Ⱦϰų ϴ ϶ ߻ Ѵ. 2016 ڽ 7.5% ߻ 15.6% ߴ. ص . 9 14 ڽǰ ʴ 6% ϶  ߻ 8.9% ߴ.

ͷ ̲ ȲݿƼ, SP, Ƽ, ѱ, ȣ ̴. ѱ ż Ʋ Ѱ ߰, ȲݿƼ ż ޸ 52% ޵ߴ. ۿ ϰַ Ƽ ȣ 74%, 21% ͷ Ȯߴ.

߻ Ե ʾ "÷ Ž ߻ ϶" ؼ 28Ⱓ 14800%, 19.5% ͷ ÷ȴ. Ư 28 ص ɰߴ. ؼ GSŬ '밡 õ' 񽺿 Ȯغ ִ.

[] ؼϺ 5
HDC, , ̽, ,
[] ߻
ȭ, ϻ 8

GSŬ?.. ޿ Ÿ, ͷ ߱ϴ Ʈ Ŭ

GSŬ Ʈ ϴ 10. 4ֿ 10 10 ȿ űԸż, Ż ŵѴ. ſ ݺϸ ְ Ʈ Ѵ.

, ȸ 4ֿ Ÿ ֵ ݾ׺ Ʈ Ÿ ֽ ˷ش. üŸſ ʿ Ÿ ϵ Բ Ÿֽ 꿡 ŷο ũ ٿ.

ۿ ڰ ϴ ͷ Ǵ GSŬ ͷ Ŵ 󸶸 ؾ ǥ ݾ ôô ִ 'My ڱݰȹ' , 밡 100 ȭϰ, ̸ Ű ϴ ŷµ پ ΰ񽺵 Բ ̿ ִ.

ó GSŬ 밡 Ȯϴ ÿ ŸŸ Ա 䳢 ִ 񽺴. ޿ Ÿ ܿ ũ Ű澲 ʰ ־ ٻ ε̳ ֽڸ ó ϴ ʺڿ ȼ 񽺴.

Ʈ ȸ Ըص GSŬ 7ϰ ü ִ. Ⱓ ڴ밡 ִ ȸ Ȱϸ .

1⿡ ѹ, ִ ̺Ʈ...ִ 66%

GSŬ ̺Ʈ Ⱓ ϸ ִ 66% ݿ GSŬ ̿ ִ. ڴ밡 񽺿 ִ е 1 ݿ 񽺸 ̿ ִ ̹ ̺Ʈ ȸ ʴ . GSŬ 밡 ϰ, Ϲݱ .

ü 02) 723-9093

GSŬ ̺Ʈ ٷΰ








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