| Ʒ ġ÷Ŭ 9 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 Ư ũ(valuewalk.com) 12 4 Դϴ. ֽĿ ǰ Դϴ.
긮-̾ Ţ: м
긮-̾ Ţ(BMS; NYSE-BMY) ̿Ǿǰ ߰, , , , , Ǹſ ϴ ̱ , 11 λ 缺(dividend achiever)̴.
缺 2.80%,
10 BMS 2.80% λߴ. ֱ λ б ִ 45Ʈ 9.75% λ 2019 12 ־. 2019 ̿ (Celgene) μν 缺 ȸ ȴ.
[] BMS ִ
2008 2019 BMS ִ Ϲȸ(Non-GAAP) 1.85 4.69 ߴ. BMS Ϲȸ ִ 2020 6.25~6.35 2021 7.15~7.45 ȴ.
* ---------
⼭ Ϲȸ ִ(Non-GAAP EPS) ȸ ̾ Ȯ ֱ ̴. ȸ ̳ Ϻ Ϲȸ Ȳ ľ ϰ . , ̷ ִµ, װ 濵 ϴ Ư ְ ̸ ȸ ִٴ ̴.
----------------------
[] BMS Ϲȸ ִ
ž ߰ϰ, Ǿǰ λϰ, ǰ Ȱ, μ ϰ, ϸ, BMS ִ ̴.
μ ȿ ũ
2019 BMS ݰ ֽ ϰ μߴ. ̸ BMS Ǿǰ Ʈ ٰȭϰ ȯ(patent cliffs) ߰ Ȯߴ.
μ (PER) ڻ PER ұ μ BMS ÷ Ǿ. , ݸ ſ , μڱ Ϻθ ä ͵ BMS ÷ ǰ ִ. BMS 帧 ä ϰ , ä ȯ ϰ ִ.
BMS 2021 Ǵ R&D ܰ ž ʱ ܰ ž 6 ִ. ž κ () 鿪 ġ о Ը Ÿ ̴.
ܿ BMS ٸ ܰ迡 ִ Ǿǰ ִ. , ũ, Ϻ ž ũ Ѵ. Ǿǰ ϴ εǸ ڿ 20 Ǹű οȴ. Ǿǰ и .
BMS μ ̳ ó ȿ â ȴ. ᱹ BMS η ̰ ٸ 鵵 ̸ Ը Ȯ þ ̴. ũ, μ ߴ Ͱ ٸ ߴ ó ũ ִ.
ֱ ֽ
ֽ 2008 20 ֿ 2018 16 3,700 ַ ߴ. μ ֽ 2019 17 1,200 ַ , 2020 22 6,000 ַ δ.
[] BMS ֽ
缺 Ȯ
BMS 缺 2008 83% 2019 35% ϶ߴ. Ϲ 缺 ִ ܱ ū Ѵ. 缺 ִ ᰡ ŭ ߰ ̰ ȴ. ߰ ᰡ ͺ ִ.
[] BMS 缺
BMS ݵ ͷ 2.80% PER 10.50 ŷ ̴. <>
* ó: DIVIDEND GROWTH INVESTOR(www.dividendgrowthinvestor.com/), BRISTOL-MYERS SQUIBB (BMY) DIVIDEND STOCK ANALYSIS," 2020 12 4, https://www.valuewalk.com/2020/12/bristol-myers-squibb-dividend-stock-analysis/
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