| [: Ʒ Ư ũ(valuewalk.com) 2022 8 24 Դϴ. ֽĿ ǰ Դϴ.]
* ó: Ƹ (Aman Jain), ġȸ ɼ(VeRa FinServ) ǥ "Bank Stocks Looking Promising In The Face Of An Economic Downturn," 2022 8 24, https://www.valuewalk.com/bank-stocks-looking-promising-in-the-face-of-an-economic-downturn/
* ó: Ƹ (Aman Jain), ġȸ ɼ(VeRa FinServ) ǥ "Bank Stocks Looking Promising In The Face Of An Economic Downturn," 2022 8 24, https://www.valuewalk.com/bank-stocks-looking-promising-in-the-face-of-an-economic-downturn/
, ݸ λ ġڴ ÷̼ ̱ ħü ó , ڵ ݺ ڽ ȣϱ ߴ.
ʺ, , Covid-19 , ̽ Ʈ-Covid ô Ȳ Ű鼭, ǥ ȭDZ ߴ. ༼ Ȳ ұϰ, ü ȸ ʰ ұϰ, ڵ ֽĵ ϱ ϰ ִ.
غ() رݸ 0.75%p λ δ(, ̾Ʈ δ) ʴ , å åݸ 2.25~2.50% żϰ ݸ ÷ȴ.
̷ , ڵ-- κ Covid-19 ȸ ӿ ұϰ--Ϸ ݸλ ħü ִٰ ִ.
̱ε ü ȭ δ ִ. Һ Ȳ 12 ְ, 43% ̱ Ϲݱ ø ϰ ִ. δ, ֱ <꽺> 翡 , ſ ݸ δ Ҵ 70% ̱ Ȳ Ǿٰ ߰, Ȳ ȭ״ٰ 6% ƴ.
༼ ȯ ӿ, ְ ħü Ʈ ȣ ִ ϴ ǰ ִ. , ڵ ̱ ͼ ġ ֵ鿡 ̶, żؾ ְ ֽ ̳ ϴ ̴.
ݸ ̸ ֿ ָ
츮 ϰ ͵ ƴϵ, ϶ ü 庸 Ǵ. ݱ S&P 500 (NYSEARCA—SPX) 16.72% ϶ϴ , S&P 24.6% ̻ ϶ߴ.
ݱ پ ƴϾ, ұϰ, ݸ ̸ ָ Ʈ ؾ Ѵٰ ϰ ִ.
6, CNBC ũ̸(Jim Cramer) Ϻ س ̹ ְ ƮƮ ִٰ ִ. ̸(Oppenheimer & Co.) ֳθƮ ũ 꽺Ű(Chris Kotowski) ֱ ȸ簡 ĸ ֿ ߴ.
ƮƮ ȭ ħü ִ ִٴ ̴. ̷ Ȳ Ű, ڽŰ ڵ ũ ȭϴ ϱ ġ ִ.
ҽĵ ִ. ذ , ٷ ִٴ ̴. ؾ ǰ 䰡 ϶ , ̴ ϰ ִ νäǿ ʿ伺 ִ.
ڵ Ȯ Ը ڿ ʴ´. ̵鿡 ߿ üμ ְ ̳ ƴϳİ ƴ϶, żؾ ְ ִ, ִٸ ̳ ϴ ̴.
ָ Ͽ ߰Ϸ ڵ 翬 ɽ ̴. ̷ ż ݵǴ ũ . ڵ ܿ ġ , ̷ Ȳ ִ ִ.
ڵ ִ Ϻ ָ Ұϸ .
常轺(Goldman Sachs: NYSE—GS)
常轺 ٸ ڵ鿡 2б⸦ , ġ ڵ ̴. ֱ 常轺 ŷ ̼ǿ ŷǰ ִ.
常轺 ̱ ϵ, 常轺 Ʈ ߰ϰ ִ ڵ ( ) ǿ ؾ ̴. 常轺 Žð Ȳ ϰ , 41% , äǸŸ 55% ̻ ߴ.
ũƸī(Bank of America: NYSE—BAC)
ڵ ֳθƮ ġ ȸ 2б BAC ߴ. BAC 2б 232 ̻̰, ִ 0.80. ֳθ ġ 231 ִ ġ 0.75 ȸ ̴.
BAC ְ 24% ϶, ڵ ÷̼ ȸ鿡 ֿ dz ۿϴ Ȳ BAC ϰ ִ.
Žð Ȳ, BAC ڵ鿡 ո ż ̴. ƴ϶, Ͱ ũ ؼ ް ֱ ̴.
İ(Wells Fargo: NYSE—WFC)
İ ֱ ݵ ϰ ִ ̱ , ڵ İ ݿ ʾҴ.
ֳθƮ İ 1б ټ Ǹߴ. 20.8% ϶ 367000 ư, 1759000 ֳθƮ ġ 178 ߴ.
̴ ü 忡 İ ġ ִ ƴ, ֳθƮ İ ǥ 40% ̻ , ڵ ( ϶ ) İ ֽ ä ϰ ִ. İ ֽ ٸ ֺ ټ , ڵ ̸ ߵ ָ ִ ִ.
Ƽ(Citigroup: NYSE—C)
Ƽ ݸ ° ÷̼ Ȱ Ҽ ϳ̴. 2б ֳθƮ ġ ȸߴ. ǥ , Ƽ ְ 13% ̻ ߴµ, ̴ ǥ ְ δ 20 ְ ̾.
ִ ֳθƮ ġ 1.68 ξ ȸϴ 2.19, ֳθƮ ġ 1822000 ȸϴ 1961800 ߴ.
Ƽ ü ϶ϰ ڵ ༼ ε Ȳ ȸź¼ ־.
dzó ؾ
ħü ϴ ̳ ̴. ħü ߵ ִ Ʈ ƴϸ ڵ ū ũ δϰ ִ ̴. Ȳ ǵ, ڱ ȭǸ ְ dzó ִٴ иϴ.
˰ ִٰ ϵ, ֿ ִٴ ؾ Ѵ. , ̴ Ȳ ij . ڵ ƴϵ, ż ġ ΰ̶ , ְ ִٴ ͵ ؾ Ѵ.
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