| 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.
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Ʒ 2018 9 14 Դϴ.
ŷ : 50 ̻ ų , ؿ ( 26)
: 25 ̻ ų , ؿ ( 53, 2020.8 65)
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м ۿ ̵ ߿ ſ Ҽ شմϴ.
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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 .
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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 ִ 11.05̰ 6.52̴. 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.
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¼ 忡 ̳ 缺 ߱ϴ ڶ IBM ̼ǿ ż ִ ȸ ִ.
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