|
ݵ(Ƴ) |
|||||
: |
2022-12-31 |
2023-07-31 |
() |
ͷ |
|
|
Kospi: |
2,236.40 |
2,632.58 |
396.18 |
17.7% |
10.4% |
-7.3% |
Kosdaq: |
679.29 |
935.97 |
256.68 |
37.8% |
-27.4% |
|
: |
2023-06-30 |
2023-07-31 |
() |
ͷ |
|
|
Kospi: |
2,564.28 |
2,632.58 |
68.30 |
2.7% |
-3.3% |
-6.0% |
Kosdaq: |
868.24 |
935.97 |
67.73 |
7.8% |
-11.1% |
1. 2023 7
7 Ȥ , ϴ ⿴µ. ڿ ӹ ߰ ǰ ۿ ϴ. α/ֵ ٸ ϳ Ұ ̰ ѵ ͱ Ծϴ.
7 + 2.7% ݵ(Ƴ) ͷ – 3.3% پ鼭 ̳ʽ – 0.5% – 7.3% ϴ. 7 ݱ ż ִ ܱ(+ 1.1) (+ 0.0) ŵ Ƽ鼭 Ѷ 2 ֽĵ ڳʷ 7/27() ݰ ۵ư 7 ߽ϴ.
Kospi Ÿ ü
2023-01-01 ~ 2023-07-31 (: ) |
||||||
|
2020 |
2021 |
2022 |
2023 1Q |
2022 2Q |
2023 7 |
ܱ |
-24.9 |
-22.5 |
-9.3 |
1.7 |
5.2 |
-2.0 |
|
-22.9 |
-36.3 |
-11.8 |
-5.0 |
-0.5 |
-1.8 |
|
45.4 |
62.2 |
20.8 |
2.7 |
-4.4 |
3.5 |
ϳİ? ġڰ ǰ ִ ۿ. γ
2. ֽ Ȳ (2023-07-31)
|
|
ֽ |
|
ͷ |
ó |
|||
|
żܰ |
|
簡 |
|
||||
ް͵ |
3,000 |
11,939 |
35,818,320 |
10,280 |
30,840,000 |
10.8% |
-13.9% |
|
â |
400 |
72,302 |
28,920,888 |
65,900 |
26,360,000 |
9.2% |
-8.9% |
|
α |
700 |
23,889 |
16,721,963 |
21,900 |
15,330,000 |
5.4% |
-8.3% |
|
α() |
1,000 |
21,950 |
21,950,000 |
18,930 |
18,930,000 |
6.6% |
-13.8% |
|
Zī |
300 |
29,554 |
8,866,320 |
28,500 |
8,550,000 |
3.0% |
-3.6% |
|
Ȧ |
140 |
34,367 |
4,811,320 |
77,000 |
10,780,000 |
3.8% |
124.1% |
|
Ȧ |
9,380 |
3,639 |
34,138,468 |
3,240 |
30,391,200 |
10.6% |
-11.0% |
|
ڸȸ |
3,600 |
7,483 |
26,938,200 |
6,910 |
24,876,000 |
8.7% |
-7.7% |
|
|
2,000 |
8,659 |
17,317,590 |
8,020 |
16,040,000 |
5.6% |
-7.4% |
|
Ȧ |
1,000 |
14,462 |
14,461,862 |
15,170 |
15,170,000 |
5.3% |
4.9% |
|
ѱڻŹ |
6,000 |
3,667 |
22,000,770 |
2,925 |
17,550,000 |
6.1% |
-20.2% |
|
Ѿ̿ |
300 |
14,532 |
4,359,650 |
16,630 |
4,989,000 |
1.7% |
14.4% |
|
HS |
6,000 |
6,736 |
40,417,880 |
5,900 |
35,400,000 |
12.4% |
-12.4% |
: |
KPXȦ |
300 |
63,500 |
19,050,000 |
49,600 |
14,880,000 |
5.2% |
-21.9% |
|
SNTȦ |
1,000 |
13,829 |
13,828,584 |
15,820 |
15,820,000 |
5.5% |
14.4% |
|
(R/P) |
|
|
1,446 |
|
1,446 |
0.0% |
0.0% |
11,240 |
|
|
|
309,603,261 |
|
285,907,646 |
100.0% |
-7.7% |
11,240 |
: |
258,988,751 |
ͷ: |
10.39% |
ֽ: |
100.0% |
|||
ͱ: |
26,918,895 |
: |
0.0% |
|||||
|
|
|
|
|
|
|
|
|
Ź |
11,240 |
1 |
11,240 |
0 |
11,240 |
11,240 |
1,446 |
|
Ȧ |
880 |
3,200 |
2,816,000 |
420 |
2,816,420 |
-2,816,420 |
-9,794 |
ż |
Ȧ |
2,000 |
3,165 |
6,330,000 |
940 |
6,330,940 |
-6,330,940 |
2,806,626 |
ż |
Ȧ |
500 |
16,442 |
8,221,000 |
17,672 |
8,203,328 |
8,203,328 |
9,137,566 |
ŵ |
|
1,000 |
6,100 |
6,100,000 |
910 |
6,100,910 |
-6,100,910 |
|
ż |
Ȧ |
500 |
3,195 |
1,597,500 |
230 |
1,597,730 |
-1,597,730 |
|
ż |
|
500 |
8,700 |
4,350,000 |
650 |
4,350,650 |
-4,350,650 |
8,632,878 |
ż |
Ȧ |
2,000 |
3,243 |
6,485,000 |
970 |
6,485,970 |
-6,485,970 |
|
ż |
Ÿ
ɾ ̱ ߰ Ȧ 7,000 ŵ߾µ. ̹ ϰ ִ 5,380ָ żؼ 9,380ַ ÷Ƚϴ.
- (ŷ ) ŵܰ 3,344̾µ, ̹ żܰ 3,203̾Ƿ Ȯ ִ 50 ϸ 뷫 100 ΰ żǾϴ.
PER: 7.08 / PBR: 0.52 / PDR: 6.2%
7/5 Ȧ 500 ŵ߽ϴ. Ȧ ŵؼ 1,000ָ żǷ 1,000ָ ŵϴ ̾, ߰ δ ߽ϴ.
PER: 4.04 / PBR: 0.51 / PDR: 5.3%
500 żؼ 2,000ַ ÷ȴµ, 翡 ŷڽ پ Ȳ ʹ ݸ ƴ ȸǴ żϴ.
PER: 4.06 / PBR: 0.36 / PDR: 3.1%
4. SNTƼ vs SNTȦ
ģ ڸӿ ϰ ֽϴ. 10 ǹ ؾ ϰ ٸ ʾƵ Ǯ ڸ ; ϸ ׳ ٸ մϴ.
7/14() ǹ ϴ ̾µ, ģ SNTƼ ǥϴ. ڵǰ ǰ ϴ ü / پ ۷ι ϼ ü Ѵٴ ֽϴ. ðѾ 2/3 췮 ݴи ڶϴ μ ϱ ֽԴϴ.
40% ϰ ִ SNTȦ ŷ ʴİ ɾ.
- ðѾ 6,400 40%ε 2,600ε SNTȦ ðѾ 2,300 Ұϴ.
- SNTȦ 췮 ֽ SNT̳ͽ 42%( 2,200, SNT 55.6%( 1,000) ϰ ִ.
- ڱں ŷ Ŀ.
- SNTƼ SNTȦ ż °?
SNTƼ vs SNTȦ |
||||
|
SNTƼ |
SNTȦ |
SNT̳ͽ |
SNT |
PER |
7.30 |
4.45 |
9.79 |
9.68 |
PBR |
0.73 |
0.23 |
0.34 |
0.57 |
PDR |
3.3% |
4.4% |
5.0% |
3.6% |
ִ |
1,600 |
700 |
500 |
800 |
簡 |
48,250 |
15,820 |
10,060 |
22,200 |
52 |
55,900 |
17,430 |
12,800 |
27,000 |
52 |
40,000 |
13,300 |
8,030 |
16,200 |
簡ġ |
63,271 |
54,059 |
21,984 |
29,528 |
|
15,021 |
38,239 |
11,924 |
7,328 |
ðѾ() |
6,384 |
2,288 |
2,253 |
1,462 |
() |
4,140 |
267 |
3,048 |
1,052 |
() |
|
4,678 |
|
|
|
* ǥ ڻ
ֽļ |
|
* SNTȦ |
|||
|
|
|
SNTȦ |
SNTƼ |
4,140 |
44.25% |
1,832 |
SNT̳ͽ |
3,048 |
62.77% |
1,913 |
SNT |
1,052 |
63.30% |
666 |
SNTȦ |
267 |
100.00% |
267 |
|
8,507 |
|
4,678 |
2022 繫ǥ ǥ ҽϴ.
- 繫ǥ SNTȦ 267 ϰ 3簡 ϰ ִ ŭ ϸ 4,678 ϰ ֽϴ.
- ڻ(11.3%) ðѾ 2,288 2質 dz. WoW
ġ |
ڱں |
ðѾ |
ΰװ |
|
|||||
|
ȿ |
ڱں |
ġ |
ðѾ |
ġ |
ΰ |
ڱں |
ðѾ |
|
SNT̳ͽ |
62.77% |
6,591 |
4,137 |
3,345 |
2,100 |
1,999 |
2,138 |
101 |
70.3 |
SNTƼ |
44.25% |
8,790 |
3,890 |
7,056 |
3,122 |
1,505 |
2,385 |
1,617 |
94.5 |
SNT |
63.30% |
2,439 |
1,544 |
1,666 |
1,055 |
505 |
1,039 |
550 |
33.4 |
SNTַ |
70.00% |
143 |
100 |
|
|
2 |
98 |
98 |
|
ؿ |
100.00% |
50 |
50 |
|
|
50 |
0 |
0 |
|
|
|
18,013 |
9,721 |
|
6,277 |
4,061 |
5,660 |
2,366 |
198.1 |
ǥ SNTȦ ϰ ִ ġ ǵ.
- ڱں δ 9,721
- ðѾ δ 6,277
- ο 4,061 ϸ 5,660, 2,366 ǥõǾ ִٴ Դϴ.
- 3κ ų ԱݵǴ ݸ 198̳ ˴ϴ.
̷ ǥ SNTȦ û ¿ 뷫 ǥ ģ ٽ ϴ. ̷ Ȧ Ƽ갡 ٰ ϴ°? ~ ӵ , ٲ ϴ.
忡 ֻ纸ٴ ȸ ֽ ִϱ!
ٷ Ǯ̰ ̾ ߴ , и ߴ ֽϴ. ġ ̵θó
ϵ 츮, ġ ߱ϴ ġڴ, ġ ؼ ֽ ?
5.
ϴ Ʈ 忡 ٵ̱ ⺻ ϰ ˴ϴ. Ӹӿ ϷϷ ̶ å ٽ 밡 ϴ. δ 翬ϰ ˷ ʾҴ / ̹ ˷ֱ մϴ.
ϴ ġ â ̾ ڿ ⸦ ؼ ߽ϴ. Ģ, ʴ ϱ Դϴ. ֽĽ ϴ Ͼ ǽġ ʴ ̾ [ ] ڿ Ǹ ǻܺϴ.
ڶ ö м ϰ Ű鼭 Ȯϴ ̴. ʴٸ . رǾ ŷ Ǿ ֽ ̶ ϰ, ݴ ؼ Ǿ ⸦ ϸ鼭 ڶ Ѵ.
* ö м: ġ Ȯ ؿ ߾ Ѵٴ ̴.
* : ͺ ݸ ͷ ں̵̳ ͵ ϱ ̴. ְ ǥ̴. ̴ ڰ ϰ Ǵؼ Ѵٸ ƹ ̶ ٴ ̴.
Դ ̾ ٸ , [ м] Ϸݴϴ. ʹ ΰ .
ϸ ٲ, ٲ ִ. ϴ ݺ ġ ٴ ո ٸ, ڰ ƴϴ
ӵ巹 ڽϴ Ǹ ڶ 1 ִ°? ߴٰ ϴµ. [ ڰ] űϴ.
ֽڷδ 1 ҵ ִٰ . ֽ ڸ 1 ٴ δ ٰ Ѵ. ְ ҵ̶ . װ ҵ ƴϴ. ҵ , ݸ, ̴.
ֽڸ ְ, ū ڰ ִ. ս ְ, ū ս Ļ ִ. , ôٰ . ڰ Ⱓ ƹ ս ٰ 6 Ⱓ սǺ ִ. ŷ 1 , 1 ۼƮ .
ڶ ƴ϶ ()ҵ ߱ؾ Ѵٰ մϴ.
ּ ()ҵ + (ں), ü ѷ Ǿٴ ؾ ϰ.
ڷ Ǵ ̳ʵ ν ڿ ҵ Ӹ 鿩 մϴ. ٷ ڷο 2 , [ Concentrated Investing in 2016] ν [, ȭ Ϲ̷]κ ο űϴ.
ɸ ϴ Ȱ θ, ڻ꿡 ϴ Ȱ (enterprise)̶ θٸ, Ⱑ ƴϴ.
ִ ڽ ϳ 忡 Ⱑ ġ û. ۿ ̱ε ϴ ľϷ δ. ̷ ſ ֽĽ忡 õ ´. ߿ ݵ ҵ ϴ , ̱ ó ʴ´. ٽ ؼ, ̱ε ڻ꿡 ͺ, ڻ ϱ ϸ鼭 Ѵ. , ̱ε ⸦ Ѵ.
-> ѱ ̱κ ⸦ Ѵ!
7/26() 14 12
Ƴ ̷ 츮 Ȱմϴ. 忡 ֽĽ Ȳ IJ Ѻ мϴ ð ִ ϴ.
: (2 )ƺ, ģ
ū: ( ̸Ƽܰ Բ) ȣ~
: ()濡 ̷ ó ٵ ÷Ȱ, ó Ƴκ ~~~^^ Ī ҽϴ. ѵ~
츮 ִ ֽĵ ż ݺ ξ
ġ ֽĵ ְ ѹ ϸ ٴ ٸ
츮 밨ϰ ǰ
ֽĵ ó ȵ!
߿ ƴϰ 鼭 Ȯϰ ִ ֽ Ƽ
մϴ ϼ ^^