2023-06-30 (ڿ - ݵ(Ƴ))
|
ݵ(Ƴ) |
|||||
: |
2022-12-31 |
2023-06-30 |
() |
ͷ |
|
|
Kospi: |
2,236.40 |
2,564.28 |
327.88 |
14.7% |
14.1% |
-0.5% |
Kosdaq: |
679.29 |
868.24 |
188.95 |
27.8% |
-13.7% |
|
: |
2023-05-31 |
2023-06-30 |
() |
ͷ |
|
|
Kospi: |
2,577.12 |
2,564.28 |
-12.84 |
-0.5% |
0.7% |
1.2% |
Kosdaq: |
856.94 |
868.24 |
11.30 |
1.3% |
-0.6% |
1. 2023 6
6 Ѵ ͷ
0.7% ø鼭 – 0.5% ϶ ̳ʽ – 1.9% – 0.5% ٿϴ. 5 ̾ ż ϴ ܱ ° (6/19)
ŵ Ƽ鼭 ༼ ȯư ġִ ϶ Դϴ.
* 2. ֽ Ȳ ֵ 6 ߰ ֽĿ 0.2% Ƿ
6 Ѵ ͷ 0.9% þϴ.
Kospi Ÿ ü 2023-01-01 ~ 2023-06-30 (: ) |
|||||||
|
2020 |
2021 |
2022 |
2023 1Q |
20234 |
2023 5 |
2023 6 |
ܱ |
-24.9 |
-22.5 |
-9.3 |
1.7 |
2.0 |
4.3 |
-1.1 |
|
-22.9 |
-36.3 |
-11.8 |
-5.0 |
-1.2 |
0.0 |
0.7 |
|
45.4 |
62.2 |
20.8 |
2.7 |
-0.8 |
-4.2 |
0.6 |
ֽ ߿ ĵ鿡 ָ ް͵ ְ ༼ Դ Ȳ ־ϴ.
2. ֽ Ȳ (2023-06-30)
|
|
ֽ |
|
ͷ |
ó |
|||
|
żܰ |
|
簡 |
|
||||
ް͵ |
3,000 |
11,939 |
35,818,320 |
10,710 |
32,130,000 |
10.9% |
-10.3% |
|
â |
400 |
72,302 |
28,920,888 |
66,800 |
26,720,000 |
9.0% |
-7.6% |
|
α |
700 |
23,889 |
16,721,963 |
21,300 |
14,910,000 |
5.0% |
-10.8% |
|
α() |
1,000 |
21,950 |
21,950,000 |
19,030 |
19,030,000 |
6.4% |
-13.3% |
|
Zī |
300 |
29,554 |
8,866,320 |
29,650 |
8,895,000 |
3.0% |
0.3% |
|
Ȧ |
140 |
34,367 |
4,811,320 |
77,300 |
10,822,000 |
3.7% |
124.9% |
|
|
5,000 |
6,863 |
34,316,970 |
6,290 |
31,450,000 |
10.6% |
-8.4% |
|
Ȧ |
4,000 |
4,227 |
16,907,408 |
3,310 |
13,240,000 |
4.5% |
-21.7% |
|
ڸȸ |
3,600 |
7,483 |
26,938,200 |
7,010 |
25,236,000 |
8.5% |
-6.3% |
|
|
1,500 |
8,645 |
12,966,940 |
8,790 |
13,185,000 |
4.5% |
1.7% |
|
Ȧ |
1,500 |
15,110 |
22,665,190 |
16,430 |
24,645,000 |
8.3% |
8.7% |
|
ѱڻŹ |
6,000 |
3,667 |
22,000,770 |
3,175 |
19,050,000 |
6.4% |
-13.4% |
|
Ѿ̿ |
300 |
14,532 |
4,359,650 |
16,400 |
4,920,000 |
1.7% |
12.9% |
|
KPXȦ |
300 |
63,500 |
19,050,000 |
51,100 |
15,330,000 |
5.2% |
-19.5% |
|
SNTȦ |
1,000 |
13,829 |
13,828,584 |
16,570 |
16,570,000 |
5.6% |
19.8% |
|
(R/P) |
|
|
19,469,498 |
|
19,469,498 |
6.6% |
0.0% |
20,092 |
|
|
|
309,592,021 |
|
295,602,498 |
100.0% |
-4.5% |
20,092 |
: |
258,988,751 |
ͷ: |
14.14% |
ֽ: |
93.4% |
|||
ͱ: |
36,613,747 |
: |
6.6% |
|||||
|
|
|
|
|
|
|
|
|
Ź |
20,092 |
1 |
20,092 |
0 |
20,092 |
20,092 |
19,469,498 |
|
Ȧ |
268 |
14,763 |
3,956,540 |
590 |
3,957,130 |
-3,957,130 |
19,449,406 |
ż |
Ȧ |
964 |
3,345 |
3,224,580 |
6,927 |
3,217,653 |
3,217,653 |
23,406,536 |
ŵ |
Ȧ |
6,036 |
3,352 |
20,233,435 |
43,496 |
20,189,939 |
20,189,939 |
20,188,883 |
ŵ |
Ȧ |
20 |
76,900 |
1,538,000 |
3,306 |
1,534,694 |
1,534,694 |
-1,056 |
ŵ |
Ȧ |
104 |
14,880 |
1,547,520 |
230 |
1,547,750 |
-1,547,750 |
|
ż |
Ȧ |
128 |
14,920 |
1,909,760 |
280 |
1,910,040 |
-1,910,040 |
12,000 |
ż |
Ȧ |
300 |
15,240 |
4,572,000 |
680 |
4,572,680 |
-4,572,680 |
1,922,040 |
ż |
Ȧ |
200 |
15,280 |
3,056,000 |
450 |
3,056,450 |
-3,056,450 |
6,494,720 |
ż |
<6 ߰ > |
||||||||
|
|
ִ |
Ѿ |
ҵ漼 |
ֹμ |
|
|
|
Ȧ |
4,000 |
50 |
200,000 |
28,000 |
2,800 |
30,800 |
169,200 |
|
KPXȦ |
300 |
600 |
180,000 |
25,200 |
2,520 |
27,720 |
152,280 |
|
SNTȦ |
1,000 |
300 |
300,000 |
42,000 |
4,200 |
46,200 |
253,800 |
|
|
|
|
680,000 |
95,200 |
9,520 |
104,720 |
575,280 |
0.2% |
Ÿ
6/20, ְ · Ҵ Ȧ ҷ ŵ߰ ܱŸŷ
Ȧ
6/13~6/23 ְ ϶ żؼ ÷Ƚϴ.
Ƴ Ƿ ¿ 0.2 ѱ
Ȳ̶ ڴʰ ˰ ߰ Ȧ
7,000ָ ŵ߽ϴ. ֽ 2021
żܰ ؼ ս ó żܰ ŵ ұ ŵϱ δ ߽ϴ.
3. ݵ(Ƴ) Ʈ ġ
- 15 ǥ
2023-06-30 |
ǥ |
|
ְ |
||||
PER |
PBR |
ֽ |
ִ |
|
PDR |
||
ް͵ |
6.40 |
0.40 |
3,000 |
1,050 |
3,150,000 |
9.8% |
10,710 |
â |
4.32 |
0.31 |
400 |
2,500 |
1,000,000 |
3.7% |
66,800 |
α |
4.32 |
0.26 |
700 |
1,500 |
1,050,000 |
7.0% |
21,300 |
α() |
4.32 |
0.26 |
1,000 |
1,550 |
1,550,000 |
8.1% |
19,030 |
Zī |
5.08 |
0.40 |
300 |
2,500 |
750,000 |
8.4% |
29,650 |
Ȧ |
2.04 |
0.44 |
140 |
3,050 |
427,000 |
3.9% |
77,300 |
|
5.83 |
0.58 |
5,000 |
400 |
2,000,000 |
6.4% |
6,290 |
Ȧ |
7.23 |
0.53 |
4,000 |
200 |
800,000 |
6.0% |
3,310 |
ڸȸ |
5.45 |
0.31 |
3,600 |
430 |
1,548,000 |
6.1% |
7,010 |
|
4.45 |
0.39 |
1,500 |
250 |
375,000 |
2.8% |
8,790 |
Ȧ |
4.38 |
0.55 |
1,500 |
800 |
1,200,000 |
4.9% |
16,430 |
ѱڻŹ |
3.59 |
0.42 |
6,000 |
220 |
1,320,000 |
6.9% |
3,175 |
Ѿ̿ |
4.01 |
0.59 |
300 |
600 |
180,000 |
3.7% |
16,400 |
KPXȦ |
22.57 |
0.24 |
300 |
3,000 |
900,000 |
5.9% |
51,100 |
SNTȦ |
4.66 |
0.24 |
1,000 |
700 |
700,000 |
4.2% |
16,570 |
|
|
|
|
|
|
|
|
- |
|
|
28,740 |
|
16,950,000 |
6.5% |
20,816 |
ҵ漼: |
2,610,300 |
1.0% |
|||||
: |
14,339,700 |
5.5% |
Ʈ 2.96 뷫
簡ġ 6.43 3.47 Ȯϰ
ֽϴ.
4. ϴ ݵ Ȳ
- ݱ⸦ ϴ ŭ ϴ Ʈ ͷ
غҽϴ.
ݵ庰 ͷ |
||||
|
2022-12 |
2023-03 |
2023-06 |
̼ |
Kospi |
2,236.40 |
2,476.86 |
2,564.28 |
|
- |
-24.9% |
10.8% |
14.7% |
|
Kosdaq |
679.29 |
847.52 |
868.24 |
|
- |
-34.3% |
24.8% |
27.8% |
|
ݵ |
2022-12 |
2023-03 |
2023-06 |
2023 3, 6 |
Fund() |
-6.6% |
3.2% |
10.3% |
1.0% |
Fund(1ȣ) |
-7.7% |
4.8% |
12.6% |
1.0% |
Fund(B) |
-9.8% |
6.2% |
14.1% |
0.8% |
Fund(Ƴ) |
-6.4% |
3.7% |
14.1% |
0.2% |
Fund(1) |
-7.7% |
4.0% |
8.9% |
1.7% |
Fund(2) |
-8.5% |
2.3% |
7.3% |
1.3% |
Ѿ |
-7.6% |
4.4% |
12.1% |
0.9% |
Fund(BB) |
-8.2% |
8.3% |
20.2% |
0.2% |
Fund(Ǹ) |
-6.9% |
2.5% |
7.9% |
2.2% |
* 1б 2б 12 ԱݵǸ鼭 ̳ʽ 6.4% 2.6% ٿϴ. ش 忡 ϰ
ϴ ٶŭ Ƴ^^
5. KPXȦ, 6/2, 6/7 : Ưΰ ̵
5 ݼ Ȧ ̵ ôµ, 丮 ؿȸ KPXȦ ֽ ֱ ֽϴ.
5/31 6/2 2ȸ
̿ ð ŷ Ըȸ Ѱ ҽϴ. 5/31 Ȧ KPXȦ
Űؼ ż ܼ ִµ.
̷ν Ըȸ 峲 ؿ 100% ϰ
ִ ̴ ̿ ϰ ִ Ȧ ϰ KPXȦ
ִ ÷Ƚϴ.
Ȧ ̵ |
|||||||
ŷ |
|
|
|
|
ŸŰ |
||
2021-10-12 |
KPXȦ |
24,446,894 |
43.7% |
1,136,176 |
25,583,070 |
45.8% |
2,995 |
̿ |
7,636,176 |
13.7% |
-1,136,176 |
6,500,000 |
11.6% |
||
2021-11-29 |
KPXȦ |
25,583,070 |
45.8% |
1,558,889 |
27,141,959 |
48.6% |
3,600 |
(?) 1946 |
1,558,889 |
2.8% |
-1,558,889 |
0 |
0.0% |
||
2023-03-20 |
KPXȦ |
27,141,959 |
48.6% |
177,686 |
27,319,645 |
48.9% |
3,055 |
741227 |
177,686 |
0.3% |
-177,686 |
0 |
0.0% |
||
2023-05-31 |
KPXȦ |
27,319,645 |
48.9% |
6,500,000 |
33,819,645 |
60.5% |
3,225 |
̿ |
6,500,000 |
11.6% |
-6,500,000 |
0 |
0.0% |
̿ Ȧ ŵؼ KPXȦ ÷Ƚϴ. ߰ȸ ŵؼ
ֻ ż .
KPXȦ ̵ |
|||||||
ŷ |
|
|
|
|
ŸŰ |
||
2023-03-20 |
̿ |
474,641 |
43.7% |
2,315 |
476,956 |
11.3% |
51,900 |
1974 |
1,846 |
0.0% |
-1,846 |
0 |
0.0% |
||
̼ 2007 |
474 |
0.0% |
-474 |
0 |
0.0% |
||
2023-04-17 |
̿ |
476,956 |
11.3% |
127,000 |
603,956 |
14.3% |
52,900 |
Ը 1943 |
702,084 |
16.6% |
-127,000 |
575,084 |
13.6% |
||
2023-05-31 |
̿ |
603,956 |
14.3% |
318,906 |
922,862 |
21.8% |
51,400 |
Ը 1943 |
575,084 |
13.6% |
-318,906 |
256,178 |
6.1% |
||
2023-06-02 |
̿ |
922,862 |
21.8% |
85,294 |
1,008,156 |
23.9% |
51,100 |
Ը 1943 |
256,178 |
6.1% |
-85,294 |
170,884 |
4.0% |
̿
Ȧ ŵϰ ֻ KPXȦ 21.8% ϰ
Ǿµ. ؿ 439,200(10.4%) ϸ 32.2%Դϴ.
- Ըȸ
4.0% ɼ
- ,
θ ֽϴ.
- ڻָ 6.9% ϰ
Ƿ ̸ Ϸ ܰ Դϴ.
- ٸ (ո
ǽ ִ)ְ ɱ?
6. ſ, 6/23 ȸ
- 濵 3̼ / ϸ鼭 ȭ ϴ. ؾ ° κ Ȯ ɼ ^^
1) / ڻ
ż
- ִ 4,000 / 缺: 30.7% - ְ ÷
մϴ.
-> 繫ǥ ϴµ, ̹ ø
-> ǰ ϰڰ ڻִ ϰ ż
2) 簡ġ ʹ ְ
뷫 ص 15 ̻ ġ ִµ, ü Ǿٰ ϴ ġ ġ ְ å
- 2006 6 100ָ 31,000
ż ֽϴ. ںѾ 5,221̾µ
ںѾ ( ڻ ż ʰ)15,352 2 þ ְ 55,200 80% ƽϴ.
ſ (001720) |
: |
||||||||
1. |
2023. 03 |
2022. 03 |
2021. 03 |
2009. 03 |
2008. 03 |
2007. 03 |
簡ġ |
|
|
|
23,535 |
21,122 |
28,578 |
15,287 |
8,997 |
5,740 |
89,069 |
ڻ: |
|
|
1,156 |
1,213 |
2,575 |
383 |
982 |
469 |
66,646 |
: |
|
|
964 |
892 |
1,898 |
555 |
811 |
477 |
77,858 |
簡ġ |
|
|
101,988 |
110,850 |
98,208 |
37,238 |
31,511 |
29,701 |
160,096 |
簡ġ(- ڻ) |
|
ä |
86,636 |
95,924 |
84,197 |
30,610 |
24,991 |
24,213 |
55,700 |
簡 |
|
|
15,352 |
14,926 |
14,011 |
6,628 |
6,520 |
5,488 |
104,396 |
|
|
( ) |
(822) |
(822) |
(822) |
(822) |
(822) |
(822) |
|||
|
709 |
628 |
654 |
||||||
ںѾ |
14,643 |
14,298 |
13,357 |
||||||
BPS |
89,069 |
86,971 |
81,247 |
40,316 |
39,659 |
33,382 |
|||
EPS |
5,864 |
5,426 |
11,545 |
3,376 |
4,933 |
2,901 |
|||
ROE |
6.3% |
6.0% |
13.5% |
8.4% |
12.4% |
8.7% |
|||
|
4,000 |
4,000 |
4,000 |
1,500 |
1,500 |
1,250 |
|||
- 缺 |
30.7% |
37.2% |
17.0% |
29.2% |
18.3% |
27.0% |
|||
Ѿ |
320.9 |
331.3 |
333.3 |
- ڻ ż ȸ ż ־
å ʿմϴ.
* ڻ ܰ Ұ Ǵ ڻ Ұȿ ִ
- ڴ þ
빰/ŷ ؼ ȿ ֽϴ.
- 100% ڸ ǽѴٸ, 1.0% ִ 1.2%,
켱 1.0% ִ 1.6%
-> ڻ Ұ Ȱ (ų 5% ϰ ִ)Ѿ
ʸ ؼ ϰ
3) ſڻ
ſ 85.9% ϰ ִ ſ ¡ϴ
ε е鿡 ſ ݵ带 õ ʰ ֽϴ.
- մϴ. /ڻ ż 䱸ϴ ο.
* Ⱓ Ȯ/ݺ ݵ - VIPڻ
- 5
/ & 1 or 2ȸ – ⿹ ݸ
-> ڻ Ÿϱ
ִ ݵ带 ϰ
7.
⺻ ϴ. ϴ ڴ ڿ
鼭 ִ ֽϴ. (ġũ) ڼ 츮 ä ż ִ Դϴ. ä ż ŷο ϹοԴ ⿹ݿ ð ǰڰ.
1 ⿹ δ
4.0%, 4.6%Դϴ.
ä ݸ 3.6%ε,
Ⱓ(2~30)
̴ ϴ.
ѵ ֽ ͷ 1 Ʒ 146° ͷ 5.0% ɴϴ. 150 ֽ ð ִ ں شٴ . ̵ ߿ Ͻ ø ֽ ϰ ġ θ鼭 ֽ 10 Ʈ ƴմϴ.
ġ θ Ǵϴ PER 10 , PBR 1 , ǥ θ ϴ ̸ֽ ˴ϴ.
δ ߿ ϴ ݵ(Ƴ) ͷ
ֽ ż 2.90 6.5%( 5.5%)Դϴ. ϰ ִ 15
ܼ PER 5.91, PBR 0.39̰.
ġ ֽ ż 忡 ġ ٸ ġڹ
鼭 ִ ſ ܼ ̸ ϴ ڴ ڷ ݴϴ. ̾ ߰ Ȯ߽ϴ.
忡 ䷮ , [ , 4, 1973] ä ݸ ؼ ֽ 迡 ϴ ̾ ű鼭 2023 ݱ⸦ մϴ.
1972
κ ֽ ͼͷ 9% ξ ٴ ٿ̴. PER ֿ Ѵٰ ϸ, PER 12 ̹Ƿ
ͼͷ 8.33%(1/12) ȴ. ͷ 4%̰,
4.33%(8.33% - 4%) ִ.
10 Ǵ ä ͷ(1972 7.2%) ֽ ʰ ʹ , . ̷ ߿ 췮ֿ л ص ϴٰ Ѵ.
ƺ, ڵ鿡 ս Ȱִ ֵ 췮ָ ġ ݿ ż ϴ ƴ϶ ȣȲ
췮(*) ż Ѵ.
* 췮ֿ δٸ Ļ ū ֽ
ǹϱ ٴ ̷ ʹ Ƽ ݿ ŷǴ ֽ ǹմϴ.
ںս ɼ ֽ .
ں ս(permanent capital loss)
ֽ 簡ġ ΰ ְ ص Ҿ .
ְ 簡ġ ȸ ̶ ϸ ϰ ٸ ִ.
() ְ
ϰ ¿ ϸ, ݱ 簡 ݺؼ ؿԵ ǰ
ȸ ɼ .
- ũ , [ġ ]
åӸ ƴ϶, ֽô ۷ ؼ ֽϴ.
帳ϴ :)
ȸ 繫ǥ Ÿ ȸ п ؼ Ȯϰ ϰ ó. ϰ ο ݾװ Ȩýó ȸ ðѾ ϴ. 'Ȧ'ó 췮 ݵ ڶϴ ġ Ϸ ϴ ̴µ, ϸ ȸ踦 Ѵٰ ְ. 355