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[Į] ڻָ !?

϶ - ڻ ֽ

ܵ
| ' , , ̻ ' ڳʴ پ ̾߱⸦ ð ǰ Ұϴ ڳԴϴ.

ڴ б ϰ ī̽Ʈ ڻ ģ 30 , 繫 豸 õ ߽ϴ. Ի ġڸ 10° ̾ ſ Ʈ ڿ ϰ ֽϴ. ڳʸ ֽĽ ڷμ ñ ãƴٴϴ ̿ ΰ DZ⸦ ٶ ֽϴ.

ʸ 'Ŭ' ó ٸ äְ ε ϴ ٷ ϴ.
ȳϼ. ŬԴϴ.

ʺ 4 ö ְ 5 ʾҽϴ. ְ 2,203.59 5 27 2,044.21Ʈ 7.23% ϶Ͽ, ڽ 754.74 689.67 8.62% ϶Ͽϴ. 2019 1 4 5 ޸ ݳߴٴ ɽġ ʰ մϴ.

̿ ֽĽ ħü ڿ ־ ް ҽ, ⵵ ģ 鿡Դ δ ְġ ø ִ ȸ DZ⵵ մϴ. ٷ ڻ Դϴ.

մũ The Outsider(: ߰) ϸ, Ź CEO ְġ ø ϴ ȿ ڻ ԡ ߰ߵ ϰ ֽϴ.

å Ұ ʵ ش ʷ ڷ CEO  ̱ 1972 1984 ż ڷ ֽ 90ۼƮ 鿴ϴ. ۰ ƹ ڻָ ׷ . İ żԴϴ. ׸ ̾, 2019 5 27 ڷ ְ Ʒ ϴ.

[׸1] ڷ ũ ְ(NYSE:TDY)

ó: Yahoo Finance

մũ å ƿ̴ 캸, ڻ ؾ ׵ ü Ȯ ֽϴ. ϸ 帧 Ȱ ¿ (ܺ  ) ְ ũ ϶Ͽ ڻ ŷµ ְġ ִ ڻ Ǵ Դϴ.

ڻ ִ ߿ μ,  ںٵ CEO ش Ǵ ؼ ص ִٴ ֽϴ. Ư Ϲ ڻָ ʴ ڱ ڻ Կ ٸ, ڻ () ŷ ɼ غ Դϴ.

ʳ CEO ܺڵ鿡 ؼ öϰ ٶ ϴ ȿ(Endowment effect) ɼ ϴ. ֱ ̳ ͷ, ֱ Ȳ  䰡 ʿ Դϴ. ٸ Ȯ ó ְ 帧 Ȱ ڻ Կ ܼ ְ ̶ ȣμ ȿӸ ƴ϶ ְġ ֽϴ.

̹ ֱ ְ϶ ȰϿ ڻ Կ ִ Ȯغϴ. ܼȭ ҽϴ. <ǥ 1> ϴ.

1) Ⱓ 2018 10 1 – 2019 5 27 Ͽϴ. 2018 ݱ ְ ڽ ϶Ͽ ո ݿ ż ־ ҽϴ.

2) ڻ Ը ġ Ͽ Ŀմϴ. Ƿ ðѾ 2% ҽϴ.

3) ϴ ݾ ʹ ǹ̰ ϴ. 2) Ƿ 20 ̻ غҽϴ.

4) , Ǵ 帧 Ȱ ̾ ̶ ˴ϴ. 񱳴 2018⸻ 帧 ÷Ͽϴ.

[ǥ1] 2018 10-2019 5 /ڽڽ ڻָ

ó: ѱŷ ýý, FnGuide

Ʈ ̷ο ãƺ, ϱ⿬Դϴ. ϱ⿬ ڻ ż Ȱؿ԰, 2012 ū ׼ ڻָ Ұϱ⵵ Ͽϴ.

ϱ⿬ ֱ ҿ ұϰ 2018⸻ 2019 3 ڻ ȰϿ 뷮 ڻָ Ͽϴ. Ӵϱ , ؼ  ( 69.87% ) ð ִ ؼغ ϴ.

[׸2] ϱ⿬ 2019 1б

ó: ڰýý

ðѾ 3%(30) ڻָ ϴ. ߱ ü ϰ ִ Ȳ, 帧 ϴ ڻָ Ͽϴ.

Ư 2018⸻ 2019ʱ 30 Ը ڻ , ְ 2019 5 9 20 Ը ڻ ߰ ǥϿٴ Դϴ. ̴  õŢ߰ 尡ġ ؼ ġ ٰ Ǵϰ ִ ϰ, ǻ ϰ ִ Ǵغ Դϴ.

[׸3] (ڱֽ, 2019.05.09)

ó: ڰýý

ٸ 鿡 ڻָ ϰ ִ ؼ غ ʿ䰡 ϴ. ڻָ ϴ Ұο ڸ Ͱ ȿ , ū ׼ ڻָ ̶ ׿ Ͽ PER ؾ Դϴ. ٸ ϸ, ܼ PER ڻ PER ̰ ũٸ, ְ ͡ ؼ 򰡸 ɼ ִٴ ǹ̰ ֽϴ.

ڻ PER Ʒ <ǥ 2> ϴ.

[ǥ2] PER(ðѾ ) ڻPER

ó: FnGuide, PER 0-50 ؼ /3 ε ܵ.

̳ʽ(-)̰ų ġ ū ϸ ̰ Ÿϴ. Ư ڻָ õߴ ѱƮ󽺺񿢽, ڻ ſ ղ , α ̰ Ȯϰ Ÿ ϴ.

̿ ڻ ش ϱ ؼ, ڰ ־ ڻֿ Ͽ Ȯ ʴ´ٸ ߸ ֽϴ. ڿ ־ ؾ ϳ մϴ.

̿ Ǽ ִ Ʒ ġ ϴ KRX(ѱŷ) ϴ PERġ Ȱϴ ϴ. FnGuide ϴ PER EPS /ֽļ , KRX ϴ PER EPS ֽļ ƴ 뺸ַ Ȯ ֽϴ.

[׸4] (PER/EPS )


оּż մϴ.^^ ޿ ˰ڽϴ.






ƮƮ ũα (2) ֱֱ(2)
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  1. ڰ
    ڰ | 20.01/21 10:48
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