KEY POINTͿ (Quality) ִ. Ӽ ϰ, 强 캸.ϰ Ǻϴ ȴ.ְͷ ߴ.
ֽڷ ؼ '' Ѵ. ְ âϴ ̱ ̴.
ܱδ ְ Ͱ ٸ ִ. ҿ Ư ̽ ְ ϰų, ְ ִ. ( ̶ ŵ, ż ȸ ȴ.)
(Quality) ϰ Ȯ . ̷ ְ ̽ ̸, 忡 ´. ְ · Ҵٴ Ѻ ϴ.
ΰ? ' 3'
Ŭ ٰ Ѵ. Ŭ . ũ δ Ǵ . ũⰡ ܸ ̴. ܸ Ǵ ؼ Ѵ.
ũ Ӽ, ϰ, 强 3 ִ.
Ӽ(= ϰ ߴ°?)
̴̴. ¯ ΰ Ѽ ʱ ̴. ּ 1 ̻ ϰ ؾ ϰ, ϴ ĵ ƾ Ѵ.
. 10 ڸ üºͰ ٸ. 10Ⱓ ӿ ڸ ߴ. 10 ڸ ״ ؿ ڸ Ȯ ٰ ִ.
ϰ(= ̴°?)
ٲ ִٸ ̿ϴ ° ̴. ſī带 ü Ⱓ Ѵٸ ſ ̴. ΰ Ϳ ű.
ϰ ͷ ŭ̳ ߿ϴ. Ŀ(gurufocus.com) â Ƽ < ڹ> ڽƮ(COST) ھ(AA) "ϰ ̾߸ Ǵ "̶ ߴ.
ڽƮڴ 2006 2015 10Ⱓ ų 2.5%~3% ͷ ϸ 13% ְ · ߴ. ݸ ھƴ Ѷ 11.9% ͷ ϴ ͷ ս ſ ְ 10Ⱓ 64% ϶ߴ.
强(= þ°?)
, ʽ .
͵ . , ų Ҽ . Ӽ ϰ ϸ鼭 ٸ ְ ߰ ̶ ִ.
Ƽ ֽ̱ 10
3 Ҹ ϴ ̱ ãƺô. [Ӽ], [ϰ], [强] [强] 10 ߴ.
ֿ .
<ֿ >
Ӽ : (10)
ϰ : (10) / ǥ > 0.5
强 : (5 ) EPS , (10) EPS
* ðѾ 10 ( 13) ̻
* Ⱓ : 5 2019~2023(E), 10 2014~2023(E)
* : EPS ռ(CAGR)
Ƽ 10 Ƽ(FTNT), Ŀ ý۽(MPWR), (ON), ũ ǻ(SMCI), ǮƼ (PHM), ġ(LRCX), ö̵ Ƽ(AMAT), (FICO), KLA(KLAC), CDW(CDW) ƴ.
Ƽ, Ŀ ý۽, , ũ ǻ, ġ, 6 10Ⱓ ְ 10 ̻ ö ٹŸ ߴ. ȭ ʾƵ ϰ ø ִ ִٸ Ѻ. ̷ ٹŰ ִ.
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