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[i] (23) - ں ս

ũ , [ġ ] Ư ֽʺڿ ϰ åԴϴ. Ǵ ġڰ ˾ƾ ٽ 鼭 ŵ. 2010⿡ ó 2~3⿡ 絶ϰ ֽϴ.

å ں ս(permanent capital loss)̶ ǹ̽  ߰ߴ ù λ ϴ. Բ.

ֽ 簡ġ ΰ ְ ص Ҿ . ְ 簡ġ ȸ ̶ ϸ ϰ ٸ ִ.
(׷) ְ ϰ 򰡵 ¿ ϸ, ݱ 簡 ݺؼ ؿԵ ǰ  ȸ ɼ .

If the stock price of a mundane company declines, which it often does, you have the comfort of knowing that it is still worth more than you paid for it, and someday the price is likely to recover.
If a stock is grossly overvalued and its stock price crashes, history shows that it is unlikely it will regain its former inflated value.

ũ 1990 2000 忡 ȸϸ ⸦ ϰ ִµ. , ñ, 츮 ֽĽ忡 ߴ Ȱ Ȳ ø մϴ. IPO ⿡ ؼ ū ڼ µ. ̵ űԻֵ 󸶳 ݴŻ ִ ˰ ־ ڸ 忡 ż ʾҽϴ.

ڿ ؼ ȭϴ , Ȳ ƴ ϴ ⸦ ϰ Ǵ. ׷ 鿡 KT ֽ ְ ְ ƴġ մϴ. 7 2 31,800̹Ƿ 밳 5? 6? 10 Ѿ ־ , մϴ.

, 1999 12 199,000Դϴ.

? ְ ġ ݿ ٰ żϴ ־ ݺ ߶ϴ ְ 𸣰 ϴ. KT ְ ̷ ݺ߰ 2000 10 Ʒ ְ 2001 ķδ 10 ó ߽ϴ. 1999 2000 KT ֽ ż ڴ ں ս .

KT 췮, ȸ ʴ ̴ϴ. ! ڴ ֽ ƴ϶ ֽ մϴ. ƹ ̶ֽ ʹ ְ ٰ ս ۿ ϴ.

* ְ 199,000 1999 ǥ ϸ, PER 162 / PBR 4.3 / PDR 0.25% ±. ?
* 2021 7 2, ְ 31,800 2020 ǥ ϸ, PER 11.69 / PBR 0.55 / PDR 4.2% ɴϴ. γ׿^^


츮 忡 1999 KT ֽ ? ʹ Դϴ. ġ ũ ص ۿ µ. ̿, ÷ ̷ ġ 귣 ֽĵ Դϴ.

ڶ ֽ PER 100̶ ֽĿ ͷ 1%̰ 100 ڿ ȸ ִٴ ̴ϴ. PER 5 ͷ 20%̰ 5̸ ڿ ȸ ִٴ ̰.

ڱ Ҹ ִ Ȯ ΰ ڱ 𸣴 ֽ ϸ鼭 Ѵٰ ʾ ڽϴ. ġ ֽ ΰ Ŷ , װ ٷ Ž̰ ϱ.


å: ũ , [ġ The Little Book of Value Investing in 2006]





ƮƮ ũα (1) ֱֱ(0)
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 Ѹ ( 1)

  1. Ű
    Ű | 21.07/26 12:01
    |
    Դµ ʹ зȳ׿. ޿ ڽϴ ^-^
    ۾
    • | 21.07/26 16:01
      ڿ ġڵ Ȱ ڷᰡ . 鸣^^

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