|
ݵ(Ƴ) |
|||||
: |
2021-12-31 |
2022-04-30 |
() |
ͷ |
|
|
Kospi: |
2,977.65 |
2,695.05 |
-282.60 |
-9.5% |
5.6% |
15.0% |
Kosdaq: |
1,033.98 |
904.75 |
-129.23 |
-12.5% |
18.1% |
|
: |
2022-03-31 |
2022-04-30 |
() |
ͷ |
|
|
Kospi: |
2,757.65 |
2,695.05 |
-62.60 |
-2.3% |
3.5% |
5.8% |
Kosdaq: |
944.53 |
904.75 |
-39.78 |
-4.2% |
7.7% |
Kospi , Ʋ 1.1%, 1.0% ö 4 2.3% ϶ ߽ϴ. 1 ū (10.6%) ϶ 2, 3 ݵ 4 ༼ Դϴ.
ݵ(Ƴ) 8,265,420(2.1%) Աݵ + 3.5% ÷Ƚϴ. + 5.8%! Աݵ ϴ 1.4% ÷ȴٴ . Ƴ Ƿδ ̻ ʱ 3 ſ ŵߴ ۿ߽ϴ.
1. ֽ Ȳ (2022-04-30)
|
|
ֽ |
|
ͷ |
ó |
|||
|
żܰ |
|
簡 |
|
||||
ް͵ |
2,000 |
12,417 |
24,833,700 |
12,150 |
24,300,000 |
6.0% |
-2.1% |
|
â |
350 |
73,205 |
25,621,908 |
81,600 |
28,560,000 |
7.1% |
11.5% |
|
α |
700 |
23,889 |
16,721,963 |
24,400 |
17,080,000 |
4.2% |
2.1% |
|
α() |
1,000 |
21,950 |
21,950,000 |
21,800 |
21,800,000 |
5.4% |
-0.7% |
|
Zī |
1,200 |
30,777 |
36,932,700 |
33,450 |
40,140,000 |
9.9% |
8.7% |
|
|
700 |
14,450 |
10,115,000 |
14,150 |
9,905,000 |
2.4% |
-2.1% |
|
|
4,000 |
6,210 |
24,838,890 |
6,500 |
26,000,000 |
6.4% |
4.7% |
|
Ȧ |
150 |
43,845 |
6,576,802 |
51,300 |
7,695,000 |
1.9% |
17.0% |
|
ȭ |
200 |
81,000 |
16,200,000 |
80,900 |
16,180,000 |
4.0% |
-0.1% |
|
|
5,000 |
6,863 |
34,316,970 |
6,600 |
33,000,000 |
8.2% |
-3.8% |
|
Ȧ |
11,000 |
3,665 |
40,315,000 |
3,740 |
41,140,000 |
10.2% |
2.0% |
|
ڸȸ |
2,000 |
9,250 |
18,500,000 |
9,720 |
19,440,000 |
4.8% |
5.1% |
|
|
3,000 |
9,980 |
29,940,000 |
11,500 |
34,500,000 |
8.5% |
15.2% |
|
ڿ |
2,500 |
10,950 |
27,375,000 |
10,750 |
26,875,000 |
6.6% |
-1.8% |
|
ѱڻŹ |
4,000 |
4,040 |
16,159,910 |
3,925 |
15,700,000 |
3.9% |
-2.8% |
|
KPXȦ |
300 |
63,500 |
19,050,000 |
64,000 |
19,200,000 |
4.7% |
0.8% |
|
SNTȦ |
1,000 |
16,212 |
16,211,780 |
17,400 |
17,400,000 |
4.3% |
7.3% |
|
(R/P) |
|
|
5,979,705 |
|
5,979,705 |
1.5% |
0.0% |
8,284,136 |
|
|
|
391,639,328 |
|
404,894,705 |
100.0% |
3.4% |
8,284,136 |
: |
383,586,573 |
ͷ: |
5.55% |
ֽ: |
98.5% |
|||
ͱ: |
21,308,132 |
: |
1.5% |
|||||
|
|
|
|
|
|
|
|
|
Ź |
18,716 |
1 |
18,716 |
0 |
18,716 |
18,716 |
5,979,705 |
|
ް͵ |
600 |
12,100 |
7,260,000 |
1,080 |
7,261,080 |
-7,261,080 |
5,960,989 |
ż |
ѱڻŹ |
500 |
3,890 |
1,945,000 |
290 |
1,945,290 |
-1,945,290 |
13,222,069 |
ż |
α |
100 |
28,450 |
2,845,000 |
6,963 |
2,838,037 |
2,838,037 |
15,167,359 |
ŵ |
ѱڻŹ |
500 |
3,975 |
1,987,500 |
290 |
1,987,790 |
-1,987,790 |
|
ż |
â |
120 |
2,500 |
300,000 |
46,200 |
253,800 |
253,800 |
14,317,112 |
|
ް͵ |
1,000 |
12,510 |
12,510,000 |
1,870 |
12,511,870 |
-12,511,870 |
14,063,312 |
ż |
|
3,000 |
350 |
1,050,000 |
161,700 |
888,300 |
888,300 |
26,575,182 |
|
ް͵ |
400 |
12,650 |
5,060,000 |
750 |
5,060,750 |
-5,060,750 |
25,686,882 |
ż |
Zī |
600 |
2,300 |
1,380,000 |
212,520 |
1,167,480 |
1,167,480 |
30,747,632 |
|
|
700 |
550 |
385,000 |
59,290 |
325,710 |
325,710 |
29,580,152 |
|
Ȧ |
200 |
2,000 |
400,000 |
61,600 |
338,400 |
338,400 |
29,254,442 |
|
ڸȸ |
2,000 |
525 |
1,050,000 |
161,700 |
888,300 |
888,300 |
28,916,042 |
|
|
800 |
350 |
280,000 |
43,120 |
236,880 |
236,880 |
28,027,742 |
|
α |
800 |
1,600 |
1,280,000 |
197,120 |
1,082,880 |
1,082,880 |
27,790,862 |
|
α() |
1,000 |
1,650 |
1,650,000 |
254,100 |
1,395,900 |
1,395,900 |
26,707,982 |
|
KPXȦ |
300 |
2,250 |
675,000 |
103,950 |
571,050 |
571,050 |
25,312,082 |
|
ѱڻŹ |
3,000 |
4,075 |
12,225,000 |
1,830 |
12,226,830 |
-12,226,830 |
24,741,032 |
ż |
Ȧ |
11,000 |
120 |
1,320,000 |
203,280 |
1,116,720 |
1,116,720 |
36,967,862 |
|
Ȧ |
50 |
55,600 |
2,780,000 |
6,802 |
2,773,198 |
2,773,198 |
35,851,142 |
ŵ |
Ÿ
ŵ
Ȧ
- 4/4, ܱ ְ ö ҷ ŵ߽ϴ.
ðѾ: 5,953
PER: 2.70 / PBR: 0.37 / PDR: 3.9% / : 1,660
α
- 4/26, ۽ ְ 100 ŵ߽ϴ.
ðѾ: 2,095
PER: 2.71 / PBR: 0.32 / PDR: 6.6%
ż
ް͵ – ű
ðѾ: 1,441
PER: 5.67 / PBR: 0.48 / PDR: 4.9% / : 1,050
ѱڻŹ
ðѾ: 4,803
PER: 4.47 / PBR: 0.57 / PDR: 5.6%
* 2021 , ڻ , 4/30 簡
2. 츮
ܱ ŵ µ ̱ ݸ øٰ ϴϱ ڱ ̱ ū Դϴ. 츮 ֽĽ δ ʽϴ. 츮 ֽ ʹ ΰ ̱ 츮 ֽ ʾҰŵ.
2-1. ü Ÿ Ȳ
Kospi Ÿ ü 2022-01-01 ~ 2022-04-30 (: ) |
|||||||
|
2020 |
2021 |
2022 1 |
2022 2 |
2022 3 |
2022 1Q |
2022 4 |
ܱ |
-24.9 |
-22.5 |
-1.5 |
0.8 |
-5.1 |
-5.8 |
-4.9 |
|
-22.9 |
-36.3 |
-2.7 |
-1.6 |
-1.6 |
-5.9 |
-1.4 |
|
45.4 |
62.2 |
4.4 |
0.5 |
6.5 |
11.4 |
6.2 |
* ڿ ȸ鿡 ϴ Ͽ 2ȸ 1 Ѿϴ. 鼭 츮 忡 ִµ, ŷ 츮 ֽĽ忡 մϴ.
2-2. ؿ Ǵ 2008
ͷ |
2021-12-31 |
|||||||
|
Kospi |
ͷ |
Kospi |
1 (: õ) |
||||
2004 |
895.92 |
|
|
Kospi |
|
|
||
2005 |
1,379.37 |
483.45 |
54.0% |
111.5% |
57.5% |
153,961 |
211,500 |
57,539 |
2006 |
1,434.46 |
55.09 |
4.0% |
24.6% |
20.6% |
160,110 |
263,529 |
103,419 |
2007 |
1,897.13 |
462.67 |
32.3% |
85.3% |
53.0% |
211,752 |
488,319 |
276,567 |
2008 |
1,124.47 |
-772.66 |
-40.7% |
-41.1% |
-0.4% |
125,510 |
287,620 |
162,110 |
2009 |
1,682.77 |
558.30 |
49.7% |
70.8% |
21.1% |
187,826 |
491,255 |
303,429 |
2010 |
2,051.00 |
368.23 |
21.9% |
26.7% |
4.8% |
228,927 |
622,420 |
393,493 |
2011 |
1,825.74 |
-225.26 |
-11.0% |
-0.3% |
10.7% |
203,784 |
620,553 |
416,769 |
2012 |
1,997.05 |
171.31 |
9.4% |
17.5% |
8.1% |
222,905 |
729,150 |
506,245 |
2013 |
2,011.34 |
14.29 |
0.7% |
25.6% |
24.9% |
224,500 |
915,812 |
691,312 |
2014 |
1,915.59 |
-95.75 |
-4.8% |
32.6% |
37.4% |
213,813 |
1,214,367 |
1,000,554 |
2015 |
1,961.31 |
45.72 |
2.4% |
25.9% |
23.5% |
218,916 |
1,528,887 |
1,309,972 |
2016 |
2,026.46 |
65.15 |
3.3% |
5.7% |
2.4% |
226,188 |
1,616,034 |
1,389,846 |
2017 |
2,467.49 |
441.03 |
21.8% |
9.6% |
-12.2% |
275,414 |
1,771,173 |
1,495,759 |
2018 |
2,041.04 |
-426.45 |
-17.3% |
10.7% |
28.0% |
227,815 |
1,960,689 |
1,732,874 |
2019 |
2,197.67 |
156.63 |
7.7% |
14.3% |
6.6% |
245,298 |
2,241,067 |
1,995,770 |
2020 |
2,873.47 |
675.80 |
30.8% |
15.1% |
-15.7% |
320,728 |
2,579,469 |
2,258,740 |
2021 |
2,977.65 |
104.18 |
3.6% |
21.4% |
17.8% |
332,357 |
3,131,475 |
2,799,118 |
|
|
|
|
|
|
|
|
|
|
2021-2004 |
2,081.73 |
167.6% |
455.9% |
288.3% |
ͷ |
|
|
17 (2005~2021) ͷ: |
9.9% |
26.8% |
17.0% |
7.3% |
22.5% |
15.2% |
||
3 (2005~2007) ͷ: |
30.1% |
73.8% |
43.7% |
28.4% |
69.7% |
41.3% |
||
3 (2019~2021) ͷ: |
14.0% |
16.9% |
2.9% |
13.4% |
16.9% |
3.5% |
2005~2007, 3(A) 2019~2021, 3(B) ҽϴ. 2005 嵵 ö ͷ ʹ ұ ͷ ߾µ, ̹ ҷ½ϴ.
2005~2007, 3(A) ͷ 28.4% ö ڱ 69.7% þϴ.
- 2008 ̱ Ⱑ ƴϴ 3 öǷ ū ϶ ɼ ־ .
2019~2021, 3(B) ͷ 13.4% ö ڱ 16.9% þϴ.
- ֱ 17 · 7.3%ٴ · ƴ϶ ֽϴ. 10% ϶̸ ɼ ̰ ⲯؾ 1/11 ߴ 2591.53 ġϴ ƴұ?
2-3. Ⱦ忡 ϴ ġ
ͷ |
2019-12-31 |
|||||||
|
Kospi |
|
Kospi |
1 (: õ) |
||||
2005 |
|
|
|
ڼͷ |
Kospi |
|
|
|
2010 |
2,051.00 |
|
|
|
|
100,000 |
100,000 |
0 |
2011 |
1,825.74 |
-225.26 |
-11.0% |
-0.3% |
10.7% |
89,017 |
99,700 |
10,683 |
2012 |
1,997.05 |
171.31 |
9.4% |
17.5% |
8.1% |
97,370 |
117,148 |
19,778 |
2013 |
2,011.34 |
14.29 |
0.7% |
25.6% |
24.9% |
98,066 |
147,137 |
49,071 |
2014 |
1,915.59 |
-95.75 |
-4.8% |
32.6% |
37.4% |
93,398 |
195,104 |
101,706 |
2015 |
1,961.31 |
45.72 |
2.4% |
25.9% |
23.5% |
95,627 |
245,636 |
150,009 |
2016 |
2,026.46 |
65.15 |
3.3% |
5.7% |
2.4% |
98,804 |
259,637 |
160,834 |
2017 |
2,467.49 |
441.03 |
21.8% |
9.6% |
-12.2% |
120,307 |
284,562 |
164,256 |
2018 |
2,041.04 |
-426.45 |
-17.3% |
10.7% |
28.0% |
99,514 |
315,011 |
215,496 |
2019 |
2,197.67 |
156.63 |
7.7% |
14.3% |
6.6% |
107,151 |
360,057 |
252,906 |
|
|
|
|
|
|
|
|
|
|
2019-2010 |
146.67 |
12.2% |
141.6% |
129.4% |
ͷ |
|
|
9 (2011~2019) ͷ: |
1.4% |
15.7% |
14.4% |
0.8% |
15.3% |
14.5% |
- 9 12.2%( 1.4%) ͷ 141.6%( 15.7%)ϴ.
- ͷδ 0.8% vs 15.3%.
2-3-1. 츮 ֽĽ 2008 ⸦ ã (2007⸻ 3⸸ ȸ)2010⸻ 2020 2 뷫 10 ֽĽ Ⱦ߽ϴ. 2018 ¦ (2607.10)ϱ , 10 2000 ߽ Ⱓ .
Ⱦϴ ñ ȭ, 5G, ̿ α ְ ũ ϰ ٽ ڸ ư⸦ ݺϸ鼭 Ҽ ¸ڿ ټ йڸ 鼭 , ŸŶ, ڱ ߽ϴ.
, ۿ, Ⱦϴ 9 ġ ڵ Ǹ ÷Ƚϴ. ڽ ͷ 0.8% ø 15.3% ũ ̱ ͷ ø ε. ſ ߴ, ݵ(ģ) ݵ() ̳ ſ ġֵ Ʈ ϰ ֽϴ.
2-3-2. 2020 3 26 ڷγ ҵ Ȳ ¾ Kospi 1439.43 ܱ (-35%) ݵϸ鼭 ܼ 3000 Ѱ 2021 1 11, 3266.23 ϸ鼭 ܱ ϴ. Ȳ 뼼 ̶ ڱ ʿ մϴ.
ϱ 2700 ſϴ ʾ 3000 ȸ ̰ 3000 ߽ Ʒ ̴ Ⱦ 鿡 ɼ ϴ. ġ 2010~2019ó .
̹ 10ó Ⱦϴ ġ ڵ ϴ. dz Ծ ( ó ̴) ְ ġ , NFT, Ϻ ̿ ⼼ ܶ ִ ִ ġ ʹ ֽĵ ô밡 Ŷ .
2-4. Kospi ̱ S&P500
ֱ 10(2011~2021) 10(2001~2011) 츮 Kospi ̱ S%P500 · ҽϴ.
Kospi ȭ |
: õ |
||||
|
10 · |
· |
ݾ |
⸻ ݾ |
ͷ |
2001~2011 |
140.20% |
14.02% |
100,000 |
263,189 |
10.2% |
2011~2021 |
57.60% |
5.76% |
100,000 |
163,093 |
5.0% |
S&P500 ȭ - |
: õ |
||||
|
10 · |
· |
ݾ |
⸻ ݾ |
ͷ |
2001~2011 |
50.40% |
5.04% |
100,000 |
133,449 |
2.9% |
2011~2021 |
171.90% |
17.19% |
100,000 |
464,662 |
16.6% |
ֱ 10 ̱ е Ұ 10 츮 ֽĽ ξ Ҵٴ ֽϴ. 츮 ֽĽ Ź ٸ鼭 ̱ ̱ 츮 ɰ .
* S&P500 ԵǾ Ƿ ؼ ٿ մϴ.
- ǥ ⸦ ߱ Դϴ.
̾ [ м] ϸ鼭 ȣ̼ ˱ ο ϴ.
ȸϴ ̰, Ϲ ϴ ̴
̱ 츮 ? ڲٸ ٴ ϴ. ħ 츮 忡 ʹʹ ֽĵ ʹʹ ̰ŵ.
3.
1. 2022 2008 ϴ ⸦ 淡 װ ƴ ٴ ǥ ߰ 2. 2000 Ⱦߴ 2010⸻ 2019 9 ġڵ ͷ ÷ȴٴ ŷ ϸ鼭 3000 Ⱦϴ ġڵ Ǹ 3. 츮 ֽĽ ̱ ֱ 10 10 ϸ鼭 δ 츮 ٴ ٶ ҽϴ.
ȥ ¦ ϴ. FRB ݸ 0.5% ø 0.75% ø ø ε. Ģ, ⺻ ư Ѵٰ ϴ. ϰ ġ ֽ ְ ͵ Ȯմϴ. ϴ.
ٸ 츮 ֽϴ. ֽ ٸ . ӵ巹 ڽ ó ڰ Ͼ ͵ Ʊ λ Ḹ ڱ ð Ʊϱ ָϴ å 鼭 .
մϴ.
̹ Zī带 ϴ. ̴ ƴϰ Ʈ2.2% ˴ϴ. ĥõ ż߽ϴ.
ô±
ݴ ؼ ֽ100% ְ, äǵ ϴ.
̱ ݸλ Ŀ Ǿ ִ 絵ҵ漼 ̺Ʈ ܱ ƺ ʽϴ.
츮 ֽĽ ϴ ϰ ϴ. ȭ αҴ ̳
ҽ ϴ. ø Ǵ հ й ż ǰᵵ ¥.......
ޱ ϰ 2õ ߰ ߵ ϴ.