| : Ʒ Ư ũ(valuewalk.com) 2023 3 28 Դϴ. ֽĿ ǰ Դϴ. Ǵܿ å ο ֽϴ.
Ƿ, , ۽ɾ ǰ , Ǹϴ мǾü (Gap, Inc: NYSE--GPS) ְ ݱ 20% ϶߰, Covid-19 ҵ 70% Ѱ ϶ߴ. , ͷ 6.8% Ǿ. 3 10 Ǹ 4б ǥ ' ϶'ߴ.
ְ ϶ϰ , ǰ ִ ذ Ȳ 2023 ȸ迬 ߴ.
PER 15 5 PER(18) ص ִ. ̴ Ǿٴ ǹѴ.
ְ ϶ϰ ͷ 7% ϸ鼭, Ѽ ũ Ҹ Ǿ.
ҽ, ҽ, ...
- ҽ: ݱ ְ 20% ϶߰, Covid-19 浥 70% Ѱ ϶ߴ.
- ҽ: мȸ 6.8% ͷ ϰ Ǿ.
Covid-19 ҵ Ƿ "ο Թ(new norms)" ϸ鼭, ȴä Ǹ(omnichannel sales: ¶, , η ǰ Ǹϴ ) 翬 ؾ Ǿ. ̽ ÷̼ǿ , ϴ.
ް ִ ̴. , ְ õ̺(Old Navy) 縻 ӷ 9 ϶ߴ. ̷ ݰ ͷ Ծ Ǿ.
ְ ϶ 翬
3 10 Ǹ 4б ǥ ְ 翬 ' ϶'ߴ. غ ߰ ݸλ ǼҺ ĥ ְ ϶ .
2023 1 31 4б ΰ ¶ ι ϶ϸ鼭 6% ϶ߴ. , õ̺, ٳۺ(Banana Republic), ƽŸ(Athleta) ι ϶ߴ. 0.75 ִս ƮƮ ͺ ξ ٴ ̴.
ġ ȸ ǷǸȸ鿡 Ÿ ' ҿ ε ' ĸ ̴. ij־Ƿ 귣 ֹũҺ & ġ(Abercrombie & Fitch: NYSE--ANF) ȸ ġ ȸ ̶ , ǥ Ǹ ʾҴ.
鵵 ְ ﴩ ̴. ̻ȸ ҴϾ ̰(Sonia Syngal) CEO ãƳ DZ , ݺ ߰ ũ ǰ ִ.
/ŵ ؿ
Ͽ ƴϴ. 4б ⸻ 21% ϶ߴ. ̴ Ͽ Ȱ о ִٴ ش.
濵 2023 1б ' ڸ ߹ ' ϰ , Ϲݱ ν ̾ б Ϲݱ ȣ δ.
ְ ϶ϰ , ǰ ִ ذ Ȳ 2023 ȸ迬 ߴ. ֳθƮ ȯϸ鼭 ִ 0.61 ϰ ִ. ̷ ġ , PER 15 5 PER(18) ȸϰ , ̴ Ǿ ִٴ ǹѴ.
ð ŵ · δ. ϰ ְƮ 밭(relative strength indicator: RSI) 15 ϶ߴ.*
* Ϲ RSI 70 ̸̻ ż, 30 ̸̸ ŵ · --.
̷ 12 ־, ְ ݵ߾. ٸ 8.89 250 ִٴ ̴. ū Ѻ ߿ ̴.
ټ ǰ
ƮƮ ̴. 4б ǥ õ ż ǰ ̾. ż ǰ ٷ 常轺 ڵ . 常轺 ƮƮ 16 ǥ ϰ ִµ, ̴ ְ 80% ǹѴ.
常轺 ̸, ٸ ް ִ ߸̳ ༼ ǰ ִ. ҽ ȸǷڵ ߿ ְ ǥ ϰ ִٴ ̴. ֳθƮ ǥ 簡 , Ǵ ִ.
ٸ ִ ? ݵ ſ Ѵ. 4б ְ ϶ , ݵ 5б ÷ȴ. ̴ ༼ ֳθƮ ݵ ٴٸ ߴ.
ǰ , ũ ŵ ̷ο ̴. з ȭǸ鼭 ־-- ƴ-- ִ δ. ܿ, ߿ ȣ CEO Ӹ ̴. Ư CEO ش ڽ ɷ ̶ Ư ̴.
ְ ϶ϰ ͷ 7% ϸ鼭, Ѽ ũ Ҹ Ǿ. 67% 缺 ǹϰ, 7% ϴ ͷ ǼҺ ֽ ͷ 3 ̴̻. Ž ̽ ȮεǸ鼭 ӵ , Ϲ ɼ ̴. <>
* ó: ϺƮ(MarketBeat), "Will Investors Lose Their Shirts Chasing Gap's 6.8% Dividend," 2023 3 28, https://www.valuewalk.com/will-investors-lose-their-shirts-chasing-gaps-6-8-dividend/
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