ȸ(, holding company)
츮 ֽĽ忡 ȸ з ֽĵ ġ ġ Դϴ. ȸ ̶ ־µ. ÿ ϰ ִ ֽĵ ġ ؼ ġ ϴ ̾ϴ. , ȸ ȦĿ ̾.
δ ȸ簡 Ǵ . īð 迭 , ̰ ´ ġ Ǯ մϴ.
迭 , ȸ 浹 õ Ϲȭ ƴ϶ ϴ. īÿ ؼ 帮 մϴ.
ī(double counting), ״ Ѵٴ ǵ. ȸ ȸ簡 ֽ ϰ ִ ȸ簡 Բ Ǿ Ƿ ü ´ Ͼ ϴ.
ټ ϰ ִ ȸ ߿ KPXȦ 캾ϴ.
KPXȦ KPXɹĮ(: 46.95%) Ȧ(48.56%) ȸ 80~100% 3 ȸ縦 ϰ ִ ȸԴϴ. ȸ縦 4/12 ðѾ ҽϴ.
KPXȦ ðѾ 2394 簡 KPXɹĮ(: 1234) Ȧ(987) 2220 ԵǾ ֽϴ. ̸ŭ ֽ 忡 ְ. ٸ KPXȦ ȸ ֽ ڻ ϰ Դϴ. ðѾ ڻ갡ġ ̰ ȸ ġ ݿϰ ִ .
ȸ аġ 2220 KPXȦ ðѾ 2394 ̰ ϴ. KPXȦ 繫ǥ ȸ аġ 1507 ϰ ְ. ۿ ȸ (1323) /ε ٸ ڻ 5383 ϸ ڱں 8213Դϴ. ðѾ 2394 ϸ ʹ ʳ?^^
KPXȦ (: / )
ȸ (ȸ簡 )ȸ Ǿ , 忡 Ǵ ϴ 츮 ڵ Դϴ. ȸ翡 Ϲ ű (밳 30%) ü ϰڽϴ.
̵ ȸ縦 ŰѴٰ ϸ (̾) ٿ Ŷ ֽڸ 94 Ӵϵ ̴ϴ.
ȸ Ͱ Ѵٴ Ϲ 忡 ƴ϶ ؾ ?
ȸ ֽĿ մϴ.
1. ȸ ݴ Ȯؾ ϴ м
2. ͷ ֽ – ְ Ϲ ָ ϴ
پ ġ 帶 ̾߸ [ġڴ Ǵ Value Investing Makes Sense in 2016] ȸ ɿ ϰ ֽϴ.
ġ ȸ翡 ν 2
1. ְ ڻ갡ġ ν ų .
2. ڵ 迭 ġ ڻ갡ġ Ѵ.
ȸ
༼忡 迭 ְ ֻ ְ Ŀ ݸ, 忡 迭 ְ ö . ֻ ڷ ִ 迭 ְ µ ֻ ְ ȮǾ ǻ ༼忡 ֻ ֽ żϴ ̴.
츮 ֽĽ忡 ϳ ȸ ؿ 忡 ƴ Դϴ. 迡 ū ȸ ũ ؼ̡ . ֽ ã Ʈ ȸ ֽ ˴ϴ. ް ִ ȸ翡 ƽ Ǯҽϴ.
¥ Ǿ ´ٰ ƴ϶ Ĩϴ.
lgȭ-> lg ó.
ְ, ġ ο ̶
ν ٲٱⰡ , Ͻô
米 ڸ ؼ ̵鿡 ְų 迡 Ǵ°
翬 ̵ε , 米 ̵ Ǵ°ó
̰ ֵ ϴµ ֵ ϰ ҾȰ...
ư 츮 ȸ ߵ
Ҽ ' Ѱó ش ȵ
̳.
ٲ㸻ϸ 켱 ȯ ̸ ġ ص
Ҿִ ϴ.
ȸ簡 ϰ ·
ڿ ȸ Űܰٸ ( Ǵ Ŷ ڰ Ѵٸ )
ȸ簡 ε ٰ մϴ.
ȸ ֿԸ ư
Ҿֿ ذ ϴ
ִ ġ ̱.
ᱹ Źͽ ̽ ذ ʴ ȸ簡 ġ ͽϴ.
ȭ 쿡 縦 3鿡 ְ 濵 ʾҴ ó ȸ չ ϰ Ѱ ִ ÿ , Ȥ ֵ ൿdz ģȭå Ȱ Ѵٰ մϴ.
ſ 2 3 °谡 Ұϴٰ ϴ. ֵ ʹ ҽϴ. 濵 ް 鼭 °踦 ϴ ֽ ° ٴ 鶧 ϴ.