2019-10-31 ݵ(Ƴ)
|
ݵ(Ƴ) | |||||
: |
2018-12-31 |
2019-10-31 |
() |
ͷ |
| |
Kospi: |
2,041.04 |
2,083.48 |
42.44 |
2.1% |
11.6% |
9.5% |
Kosdaq: |
675.65 |
658.52 |
-17.13 |
-2.5% |
14.1% | |
: |
2019-09-30 |
2019-10-31 |
() |
ͷ |
| |
Kospi: |
2,063.05 |
2,083.48 |
20.43 |
1.0% |
1.2% |
0.2% |
Kosdaq: |
621.76 |
658.52 |
36.76 |
5.9% |
-4.7% |
10 ݵ(Ƴ) ͷ 11.6% (Kospi) 9.5% ͷ ֽϴ. 10 Ѵ + 1.2% þµ ó Kospi 0.2% ͷ ϴ. Kosdaq · Ҵ ϰ ۿ Ǵϰ ֽϴ.
ֽ Ȳ (2019-10-31)
|
|
ֽ |
|
ͷ |
ó | |||
|
żܰ |
|
簡 |
| ||||
ȭ |
400 |
45,519 |
18,207,720 |
47,350 |
18,940,000 |
4.9% |
4.0% |
|
α |
600 |
20,353 |
12,211,810 |
21,700 |
13,020,000 |
3.3% |
6.6% |
|
α() |
1,000 |
18,968 |
18,967,830 |
18,900 |
18,900,000 |
4.9% |
-0.4% |
|
ſ |
400 |
57,201 |
22,880,437 |
55,200 |
22,080,000 |
5.7% |
-3.5% |
|
ſ() |
700 |
54,000 |
37,800,000 |
52,300 |
36,610,000 |
9.4% |
-3.1% |
|
|
1,850 |
8,117 |
15,017,014 |
11,750 |
21,737,500 |
5.6% |
44.8% |
|
ƼŨ |
2,500 |
7,791 |
19,477,470 |
8,480 |
21,200,000 |
5.4% |
8.8% |
|
Ȧ |
1,000 |
39,950 |
39,950,000 |
36,850 |
36,850,000 |
9.5% |
-7.8% |
|
̾ |
5,000 |
3,971 |
19,857,162 |
4,290 |
21,450,000 |
5.5% |
8.0% |
|
|
1,000 |
22,900 |
22,900,000 |
21,050 |
21,050,000 |
5.4% |
-8.1% |
|
ڿ |
3,700 |
10,771 |
39,853,080 |
14,200 |
52,540,000 |
13.5% |
31.8% |
|
DRB |
6,000 |
6,452 |
38,712,750 |
5,460 |
32,760,000 |
8.4% |
-15.4% |
|
KCȦ |
7,000 |
3,725 |
26,075,000 |
4,525 |
31,675,000 |
8.1% |
21.5% |
|
ڱ |
|
|
40,000,000 |
|
40,000,000 |
10.3% |
0.0% |
|
(R/P) |
|
|
615,142 |
|
615,142 |
0.2% |
0.0% |
323 |
|
31,150 |
|
372,525,415 |
|
389,427,642 |
100.0% |
4.5% |
323 |
: |
348,861,158 |
ͷ: |
11.63% |
ֽ: |
99.8% | |||
<ŸȲ> |
ͱ: |
40,566,484 |
: |
0.2% | ||||
|
|
|
|
|
|
|
|
|
CMA |
323 |
1 |
323 |
0 |
323 |
323 |
615,142 |
(R/P) |
ſ |
10 |
54,300 |
543,000 |
80 |
543,080 |
-543,080 |
614,819 |
ż |
Ա |
|
|
1,000,000 |
0 |
1,000,000 |
1,000,000 |
1,157,899 |
ݵ Աݾ |
<ſ> 10ָ żؼ 400ָ ϴ. <ڿ>, <ȭ>, <ƼŨ> Ͻ ְ Ÿ ƴϾϴ. б õǴ 11 12 Ǹ ϴ ֽĵ ְ ̴ ֽϴ. 븦 2 Ѻ մϴ.
5 3 ϰ ֽϴ. տ ִ ָ Ʋ 꺸ϴ ( ִ ̸) 4ȸ ÷Ƚϴ. 400 Ʈ 10 µ 뷫 40 ɸ , ˴ϴ.
̾ ȴ İų Ǵµ, ִ Ȳ ֽϴ. 3 Ÿ , ͼ, ֱٿ 뷫 е˴ϴ. åθ ȴ 60 ̻ κ̶ 2~30 Ǹ ݰ , 밳 ̵ ൿ ϰ մϴ.
10 31() ε, 忡 ʴ ̶ ֽĽ Ȳ 4 ϴ. Ʈ ȱ⸦ ڸ 츮 ༮ پ. ( ) ϴ ΰ ٴ ־µ, ģ ٽ ƽϴ. ȴ ͺ 2 ̻ ڴٴ ǵ, ġ⸦ 3 տ ؼ Ÿ ɾ ༮ ƽϴ. Ƽ Լ ϴ.
4ȸ Ʈ 10 Ӻ ȴ ׳ ǿ ӵ ϴµ, 뷫 35 ~ 45, 40 ɸϴ. (Ÿ Ⱦ)ٷ ׳ ǿ ġ ϰ ϱ ǰ ƴѵ. ģ ϰ ٴ ̴ϴ. ϱ ݹ ȸǰ, ħ Ͼ ѵѰ Ϸ Ʋ . ε ٽ ϴ ٶ Ǿϴ.
. ġڴ ( ¿ ) ӵ ȴ åϴ ƴұ. ؼ ٴ ĥ ٽô Ⱦ (ǰ ) ʰ ٽ 鼭 ´ ӵ ã ȴ Դϴ. ڿ ϴ 뿡 ߾µ. ߿ ʴµ ֽϴ.
< Ʈ> 25 Ż īڽ ؼ ÷ȴµ, Դϴ. 鸣 <ġڿ> ϰ ġڴ ! 鸮, ڵ ƿ켺 ϰ Ǵµ, , ̱ Ȳ ־ Դϴ. ġڵ Ȳ غϴµ Ǵ ̶ ;, Ϻ 븸 ؼ 10 ݼ ϴ ۷ ҽϴ.
"ġڴ ʾҴ. ġڰ '' ٸ "
- ó: Ż īڽ(Vitaliy Katsenelson), Is Value Investing Dead?"
- ڿ IMA CEO / [ ġ: Ÿֿ̹ ġ ]
-> 2018-06-11 ۼ İ ߴ å ^^
鿡 , ġڴ ó ȿ , ̵ 10 ְ ġֺ ´ٴ 踦 ϱ Ѵ. ̷ ظ ݹϰڴ°? ϴ , īڽ ϴ մϴ.
ֵ FANG ֽ(̽ , Ƹ, ø, )̶ , ̵ Ը , Ģ(law of large numbers) ̹Ƿ ̵ ݱ Ͱ δ ƴ!, Դϴ.
1990 ֿ <Ʈ> PER 35 ŷǴ ְ 50% ö PER 52 ŷǾ, ̵ ֽĵ ̻ ٰ ϴ ƴ϶ մϴ. ٽ , ̷ ö <Ʈ> 13 PER 52 ŷǴ ְ ȸߴٴ, ϸ鼭, PER 60 ̻ ŷǴ <Ƹ> ż ֽϴ.
ƴϿ!!! ϴ īڽ ̾ ħ ݴϴ.
ġڴ ̳ 繫 ǹ Ⱓ żϴ Ͱ ֽĽ忡 ϴ ̴. ̷ ð ֽĽ忡 ϸ, ó ̸ (̹ ̸ֽ ֽ, ġ 츮 10 ħü ̰-- --ݸλ ʷߴ κä ʰ ó Ű ֽ) κ ָϰ ̴.
, ġڴ ƴϴ. ġ Ŵ Ʈ Ӹ ᱹ ٸ ̴.
ϴ λ縸 帮 õõ ϰڽϴ ^^
ȵǸ Ƽ .
ֱ ϴ ֽ ݵ带 ȯϰ ·
ü߽ϴ. 3 ߴ Ƽ ݵ尡 3 ͷ 5% ϴ.
3 ͷ 30% ó ־ϴ.
ڱݾ ݺ ð ڸ ϴ
ϴ.
ֽ а(40%) ſ(5%)̰ 55% Դϴ.
3ϸ ٹϽŴٴ ,å ο ð ϴ.
ڸ 帳ϴ.
(翬 ð)ٽô Ǽ ñ^^
ݺ . ϰ ֽϴ.
10 1Ϻη ϳ µ, ֽ ִٺ ں 2 ݹ ϴ 뿡 ǥ̻ 1 ־ϴ. 0.65 Ҵµ, Ϻ ް а ֹ ƽ ϰ ֽϴ. ̻ϰ ż ֹ ֱⰡ ȴ.
ΰ ŵ ֹ մϴ. ƿͼ ü ȣ ֱ ǹ̴ .. ̷^^
ؼ ϰڽϴ.
մϴ^^