• ġ, ߱  ַ
  • 20240125_ũ_
  • 20240123_ũ_繫ǥ
  • 20240117_ũ_ǿƮ
  • 20240112_ũ_ֽİġ
  • 20240108_ũ_ι
  • 20240103_ũ_ȸ繫ǥ
  • 20231229_ũ_ġڴ¿Ǵ
  • 20231222_ũ_λ

home ֽ м

[м] IBM, 25 .. " "

ؿֽ ڿ

| Ʒ ġ÷Ŭ 14 ƴ Դϴ. ؿ ֽĿ ظ Ұϰ ΰ Ϲ ȸ մϴ. ġ÷Ŭ Ʒ ؿֽ 2~3ȸ Ұϸ ׿ Ʈ ǥ  ÷ Դϴ.
[ : ڿ Ư ̱ ũ(valuewalk.com) Ʈ м 2~3 Ұմϴ. ̱ Ȳ ظ ּ  ߰ Դϴ. ũ ̱ ǥ ġ Ʈ ϳ ġڿ پ ڷḦ մϴ.]

* Ʒ IBM м 8 10 Դϴ. 8 17 124.44 ޷ 10 127.11޷ 2.1% Ƚϴ.

IBM: ̼ǰ м

IBM(ȣ IBM) ֿ ֽĿ ֿ ͷ ִ. IBM ͷ 5% ȸϰ ִµ, (REITs) MLPs(Masters Limited Partnerships: ȸ) Ȥ BDCs(Business Development Companies: ȸ) ֽ ߿ ̷ ͷ ֽ ſ 幰. IBM ֱ 25 øν շߴ. ̰ų ʰ ִ Ȳ ̴ ȣ.

ġ÷ ּ - ------------------------------------------
̱ θ Ī ֽϴ. ۡ۳ ϰ, ų 츦 մϴ.
Ʒ 2018 9 14 Դϴ.

ŷ : 50 ̻ ų , ؿ ( 26)
: 25 ̻ ų , ؿ ( 53, 2020.8 65)
èǾ/ : 10 ̻ ų , ؿ ( 275)
Ĩ : 5 ̻ ų , ؿ ( 518)

м ۿ ̵ ߿ ſ Ҽ شմϴ.
------------------------------------------------------------------------

IBM ű 65 Ұϴ. IBM ̷ ͷ 鼭 ǥ Ǵ ֽ ϳ. ׷ Ⱓ ԰, (RedHat) μϴ ä ߱ Ϻ ũ ִ. CEO ν ȮǼ ټ Ŀ. ׷ IBM ԰ 缺 ߱ϴ ڵ鿡 ż ջ .


: ͽ

IBM, ִ IT

IBM Ʈ, ϵ, IT ι ַ ϴ ۷ι IT̴. IBM ٱ ε̸, ̷ IBM ʼ ý(mission critical systems) ϰ ִ. ι IBM ִ IT 񽺱̴.

Ʈ ι ġ(ϵ) α׷(Ʈ) ϴ ߰ Ʈ ̵(middleware) κ ϰ ִ. ϵ ι z15 , , Ŀ Ǹϰ ִ. Ư ι 90% ̻ ϰ ִ.

IBM ߴ ȭ ް ִ. ֱ 340 ޷ μ CEO Ӹߴ. IBM 2019 770 ޷ , ſ 忡 ϰ ִ. ֿ ڷδ ũμƮ(MSFT), Ƹ(AMZN), HP Inc(HPQ: ޷Ŀ ǻ/ ι), ޷Ŀ (HPE: ޷Ŀ IT ϵ ι) ̴.

IBM ֿ (ǰŷ )
ڷ: Seeking Alpha


԰ 缺忡 ڵ鿡 IBM ִ 6.52޷ () ϰ , 8 10 ͷ 5.2%̴. 3 ~4 COVID-19 ֽĽ ϶ ٴ ĥ IBM ͷ 6% Ѿ.

ͷ S&P 500 ͷ 1.8% ξ ̴. IBM ͷ ڵ鿡 αⰡ Ϻ ƿƼֿ ͷٵ ξ . IBM 絵 ߴµ ͷ 5% Ѵ ֽĿ ̷ ̴.

, 2019 ̾ 缺 50%. , 2020 ִ 11.05޷̰ 6.52޷̴. 缺 59% ʴ. ̷ 缺 COVID-19 йڿ ұϰ ̶ ǹѴ. 2021 ȸȴٸ 缺 ٽ ִ.

帧 ̴. 2019 ȸ迬 IBM ׿帧 124 8400 ޷ 57 700 ޷ ׿帧 46%.

COVID-19 2020, ¼ 2021 Ͱ 帧 й ְ, ̴ 2020 ݿ й ִ. ׷ ٽ 簳Ǹ , , 帧 ȸ ̴.

IBM ä. μ ä ߴµ, 2020 2б IBM ٽɺä(core debt: ι ä) 428 ޷̰, ̸ Ϻ ִ IBM , ݵ, 143 ޷̴. IBM ι IBM ۷ι̳(IGF) 219 ޷ ä ִ. ä ä Ϻ Ǹ, OEM ̳ ν ߿ ִ. ׷ IBM 帧 âϰ ֱ ̷ ä ִ.

IBM , ũ, ̼

IBM 귣, , Ը Ư Ʈ ִ. ũ 鿡, IBM ܱ COVID-19 װ Ϳ ִ. IBM ؽ £ , ڵ Ŭ о߿ ռ ִ Ȳ̴.

̼ 鿡, 2020 ִ 11.05޷ Ϳ IBM ְ ణ 򰡵 ִ. 8 10 ְ 127.11޷ IBM PER 11.5. ̴ 10 PER 12踦 ణ ȸϴ ̴.

* 8 13 125.03 ޷ ߽ϴ.

[׸] IBM ֱ 1 ְ
: ޷

(ڷ : ġ÷ Ŭ)

¼ 򰡵 忡 ̳ 缺 ߱ϴ ڶ IBM ̼ǿ ż ִ ȸ ִ.





ƮƮ ũα (0) ֱֱ(0)
:
|

 Ѹ ( 0)

ϴ. ù° ּ.

* HTML ± Ͻ ϴ.

Է

Powered by Stockwatch


20240123_ũ_繫ǥ20231229_ũ_ġڴ¿Ǵ

츮-