2024-02-29 (ڿ - ݵ(Ƴ))
|
ݵ(Ƴ) |
|||||
: |
2023-12-31 |
2024-02-29 |
() |
ͷ |
|
|
Kospi: |
2,655.28 |
2,642.36 |
-12.92 |
-0.5% |
8.1% |
8.6% |
Kosdaq: |
866.57 |
862.96 |
-3.61 |
-0.4% |
8.5% |
|
: |
2024-01-31 |
2024-02-29 |
() |
ͷ |
|
|
Kospi: |
2,497.09 |
2,642.36 |
145.27 |
5.8% |
6.1% |
0.3% |
Kosdaq: |
799.24 |
862.96 |
63.72 |
8.0% |
-1.9% |
1. 2024 2
1-1. 2 츮 ֽĽ ؼҸ
̾
п ġ ֽĵ ݵ(Ƴ)
Ⱑ ϴ. 6.1%
ø鼭 0.3% ռ ڼͷ 8.1%
– 0.5% ϶ 8.6% ̱ ֽϴ.
1-2. 2 26
ο ǥ å ̶ ¡ϵ Ǹ ̷ PBR ֽĵ ְ ũ ϶ϸ鼭 Ҹ Դµ. Ȳ
ο ü ʾ Ұ PBR ֽĵ ٽ ϴ
̰ ֽϴ.
1-3. ܱ 1
żϸ鼭 ÷Ȱ ƴϸ ڽ ҷ ż ƽϴ. 忡 PBR ֽĿ (ƴ ġ ö) 2, AI ֿ ֵ ο ε.
۾ ʰ ֽ 缭 ٸ ϴ
Դϴ. ̱ ϰ. ٸ
鿩ٺ ð Ѳ þ μ ð ̷ ʿմϴ. ٰ ( ϰ) ϱ.
Kospi Ÿ ü 2024-01-01 ~ 02-29 (:
) |
||||||
|
2020 |
2021 |
2022 |
2023 |
20241 |
20242 |
ܱ |
-24.9 |
-22.5 |
-9.3 |
6.0 |
3.5 |
7.9 |
|
-22.9 |
-36.3 |
-11.8 |
-1.4 |
-6.3 |
0.7 |
|
45.4 |
62.2 |
20.8 |
-5.6 |
2.9 |
-8.4 |
1-4. 12 Բ ð ̾
־ Ȯ ϰ ִµ. 12 ε ϴ ȸ Ű
ϴ.
|
_: 2023-12-31 |
ְ |
|
|
|||
|
|
|
2023-12-31 |
߰ |
ͷ |
||
Ȧ |
2,500 |
2,500 |
0 |
64,800 |
|
3.9% |
|
ް͵ |
1,050 |
1,050 |
0 |
10,890 |
|
9.6% |
|
â |
2,500 |
2,800 |
300 |
71,700 |
|
3.9% |
|
|
600 |
600 |
0 |
12,390 |
|
4.8% |
|
|
400 |
400 |
0 |
5,810 |
|
6.9% |
|
ŵ |
1,500 |
1,500 |
0 |
32,700 |
|
4.6% |
|
|
800 |
800 |
0 |
21,250 |
|
3.8% |
|
Ȧ |
150 |
150 |
0 |
3,210 |
50 |
6.2% |
|
|
250 |
200 |
-50 |
6,550 |
|
3.1% |
|
Ȧ |
800 |
800 |
0 |
16,380 |
|
4.9% |
|
ڿ |
600 |
640 |
40 |
9,980 |
|
6.4% |
|
GS |
2,500 |
2,500 |
0 |
40,900 |
|
6.1% |
|
GS() |
2,550 |
2,550 |
0 |
34,500 |
|
7.4% |
|
HSֵ |
400 |
450 |
50 |
6,230 |
|
7.2% |
|
KPXȦ |
2,250 |
2,750 |
500 |
51,300 |
750 |
6.8% |
|
SNTȦ |
400 |
500 |
100 |
17,290 |
300 |
4.6% |
|
|
_: 2024-00-00 |
ְ |
|
|
|||
|
|
|
2023-12-31 |
߰ |
ͷ |
||
α |
1,500 |
1,500 |
0 |
21,700 |
0 |
6.9% |
|
α() |
1,550 |
1,550 |
0 |
19,610 |
0 |
7.9% |
|
Zī |
2,500 |
2,500 |
0 |
32,350 |
0 |
7.7% |
2024-03-27 |
ڸȸ |
430 |
540 |
110 |
7,150 |
0 |
7.6% |
2024-04-03 |
ѱڻŹ |
220 |
220 |
0 |
3,160 |
0 |
7.0% |
2024-03-27 |
½۷ι |
250 |
275 |
25 |
23,650 |
250 |
2.2% |
2024-04-01 |
ǹ ְ ϰ ִ 20 ߿ ݱ 15 Ȯ߽ϴ.
- 250
-> 200 ϰ پ
- Ȧ, , ŵ, Ȧ, GS, Zī, ѱڻŹ 7
-> Ȧ 500
ø ߴµ, Ǹ ũ
-> ѱڻŹ ۳ ѿ ؼ ȭ
͵ ־ ø ȸ Դϴ.
- â, ڿ, HSֵ, KPXȦ, SNTȦ, ڸȸ, ½۷ι 7
÷Ƚϴ.
-> Ÿ â
ſ Ǹ߽ϴ.
- 5簡
ǥ ̷ ִµ, ް͵ ɼ ְ ٸ 4
ø ɼ ü 5% ̻ þ մϴ.
2. ֽ Ȳ (2024-02-29)
|
|
ֽ |
|
ͷ |
ó |
|||
|
żܰ |
|
簡 |
|
||||
Ȧ |
200 |
66,474 |
13,294,880 |
67,000 |
13,400,000 |
4.0% |
0.8% |
|
ް͵ |
3,000 |
11,939 |
35,818,320 |
10,960 |
32,880,000 |
9.9% |
-8.2% |
|
â |
400 |
72,302 |
28,920,888 |
80,500 |
32,200,000 |
9.7% |
11.3% |
|
α |
700 |
23,889 |
16,721,963 |
26,500 |
18,550,000 |
5.6% |
10.9% |
|
α() |
1,000 |
21,950 |
21,950,000 |
21,350 |
21,350,000 |
6.4% |
-2.7% |
|
Zī |
300 |
29,554 |
8,866,320 |
37,550 |
11,265,000 |
3.4% |
27.1% |
|
ſ |
229 |
56,343 |
12,902,510 |
66,100 |
15,136,900 |
4.6% |
17.3% |
|
ſ() |
130 |
56,093 |
7,292,080 |
66,100 |
8,593,000 |
2.6% |
17.8% |
|
Ȧ |
10,000 |
3,616 |
36,156,868 |
3,230 |
32,300,000 |
9.7% |
-10.7% |
|
ڸȸ |
3,000 |
5,594 |
16,781,498 |
8,040 |
24,120,000 |
7.3% |
43.7% |
|
|
2,000 |
8,659 |
17,317,590 |
7,060 |
14,120,000 |
4.3% |
-18.5% |
|
Ȧ |
550 |
7,955 |
4,375,192 |
16,400 |
9,020,000 |
2.7% |
106.2% |
|
ѱڻŹ |
6,735 |
3,635 |
24,478,695 |
3,365 |
22,663,275 |
6.8% |
-7.4% |
|
HS |
6,000 |
6,736 |
40,417,880 |
6,270 |
37,620,000 |
11.3% |
-6.9% |
|
KPXȦ |
300 |
63,500 |
19,050,000 |
57,000 |
17,100,000 |
5.2% |
-10.2% |
|
SNTȦ |
1,000 |
13,479 |
13,479,124 |
21,500 |
21,500,000 |
6.5% |
59.5% |
|
(R/P) |
|
|
340 |
|
340 |
0.0% |
0.0% |
1,370 |
|
|
|
317,824,148 |
|
331,818,515 |
100.0% |
4.4% |
1,370 |
: |
307,012,503 |
ͷ: |
8.08% |
ֽ: |
100.0% |
|||
ͱ: |
24,806,012 |
: |
0.0% |
|||||
|
|
|
|
|
|
|
|
|
Ź |
1,370 |
1 |
1,370 |
0 |
1,370 |
1,370 |
340 |
|
ѱڻŹ |
449 |
3,365 |
1,510,885 |
220 |
1,511,105 |
-1,511,105 |
-1,030 |
ż |
ѱڻŹ |
286 |
3,380 |
966,680 |
140 |
966,820 |
-966,820 |
1,510,075 |
ż |
ڸȸ |
300 |
8,270 |
2,481,000 |
4,832 |
2,476,168 |
2,476,168 |
2,476,895 |
ŵ |
Ÿ
2/19, ְ ũ ڸȸ 300 ŵؼ
2/26/27, ѱڻŹ 735ָ
żؼ ÷Ƚϴ.
ص ֽ 簡ġ ⺻ ְ ϸ ŵ 忡 ְ ϶ϸ ż 忡 ϴ.
ġֵ ְ Ȱٸ ߹ ϴ
ŵ ؼ ŸŴ ɼ ϴ.
3. α
3-1. 2 23
ϱ⸦ 鼭, α ǥ
(2/26) ǥ Ҵµ. ڸ īƮ ذϱ ο å ڴٰ
, κ 츮 ֽ ϰ 鼭 ū 븦 ʾҽϴ.
3-2. 츮 ֽ ο ؼ ݵŴ
[ǰ 췮ַ º϶] å
־ϴ. å а İ ص Ϻ ŰܵӴϴ.
ڴ 츮 ÿ ִٸ鼭, ġ Ȳ
ߴٴ , ġ ô밡 ϰ մϴ.
ڵ 츮 ÿ ȯ ̱ ÷ ǰ µ.
츮 忡 ηִ ֽĵ 鼭 ϴ ñ (ũ) ʿ̶ ȴ ŭ ô ݰ åԴϴ.
ڸ īƮ ϴ ο ġϴ ũ Ⱦ ¡Ǵ (־)豸, 2
ϴµ ڴ 6 ִٰ ϸ鼭 ذǰų ۿ ִٰ
մϴ.
1. ΰ
2. ũ
3.
4. 뵿
5. (忡 ϴ)Z
6. 豸 ȯ
츮 ֽĽ ڹٲ 3 ȭ Ͼ ִµ, ֽĽ忡 Դϴ.
1. ݶ
- ̱ 1980뿡
ũ带 ̿ M&A ô븦 ġ鼭 ֽ µ, 츮 ִ ൿǴ ܰԴϴ.
ʷ Ҹ ְ ϰ ִ 뼼 ۿ ϴ.
2.
- MSCI õ, , ȭ ȸ ȭ Դϴ.
3. 뱳ü
- ֽȸ̸鼭 ȸó âֿ (̱ ںǸ) ϰ ƿ 2, 3 濵 üǰ ֽϴ. ̵ İڴ Ϲ ֵ鿡 ְ ο ν ŵϴ. Ǽ ȸ ̸ 뱳ü ƴ ô ü մϴ.
- Ǵ ϳ 2 濵 ̱ MBA θ Ȯϰ ִµ, ̵ â ٸ ̱ Դϴ.
Ʒ 帣 ΰ ߸Ǿ νϰ ִ ڸ īƮ Ǵ
ۿ ϴ. ڵ 츮 ÿ ִ ȸ ļ
Դϴ.
3-3. ֽ ְ ø ־
ȿ ִ ϴ.
1. ̽ Դϴ.
- ̻ ǹ ȸ ȸ
ڴ ε.
- å ʱ
ӿ ⸦ ʰų 濵 ǥ ʵ ִٴ å Ե ɼ ҽϴ.
2. /
־ Ӽ ո ֵ / δ ٿִ ̴ϴ.
- Ӽ ǥ ðѾ ϴ
İ ֽ ǥ , ݾ ǥ ϴ Ӽ ̰
ְ ξ翡 ־ ȿ Ҵµ.
- 츮 ֽĽ ںǰ ƴ () 濵 κ̰
- ְ ϸ / þ ְ Ϸ ϹǷ
- ǥ ϸ,
ְ ʿ伺 ϴ.
- ٸ, Ӽ
ϴ ϸ鼭 Ӽ ǥ ȭϴ ؼ ݴϰ.
! ȿ ɼ ҽϴ.
- ص ֽڸ غ å() ̰
- ڵ ġ κ ̱
Դϴ.
å ִ
a. ϰų(
̴ · Ǵ ¡ ΰ)
b. ֽ ڿ (缼 и , ⺸ڿ )
c. ڻ ż-Ұϴ
d. () (/ )
߰ ƹ¦ װ.
ϴ ̿ åδ ū ȿ ϱ Ʊ ,
- ݾ 缼 и ִ
췮ֿ ڸ ϰ
- źΰ ֵ鵵 ȯ
̹Ƿ
- ȿ ϴ.
- () ̻
ġ ϱ Ǵߴµ, 2 26
() ǥ ־ ߴ ͺ
־̾ϴ.
ֽ ηִ 츮 ֽĽ
0.000000001% ϴ.
- ƽ
- 3~4 Աݵ ְ
- ְ Դϴ.
4.
ũ ؼ, Ϻ Ű
15 ħ, ũŰ
4б ̴ ֽ 1000ָ Űߴٴ
ҽ Խϴ. 4б (ִ 184.6)
ȯϸ 18 4600ε. ̴ ũŰ ü 1.11%̰ ũ
5.9%, 9, 尡ġδ 1740
ϰ ֽϴ.
ũŴ 2016 ֽ ̱ ߰ ũŰ
ϰ ִ ֽ Ʈ ͷ 600%
Դϴ.
ϴ ģ ϸ鼭 ̱
̴ 7 ֽ ݿ 50% ϶ϴ ٸ ʽ մϴ.
ݿ ? ϸ鼭 ʴ ñϱ ϴµ.
۳ 1000ָ Űߴٸ ŵϰ
ϴ ϴ. ֽ
ȱ ϸ ʰ Ǵ ִµ, ٸ
ø ( ) ̱ M7 ô뵵 ? 츮 ֽĽ λ Բ
̱ ֽĽ ϶ , ( ̰ ʴ ø 鼭) մϴ.
͵
۳ Ҵ TV ä 뷡 濬ȸ Ŵ
ۻ/۰ 並 ־µ.
ε Ƹٿ 簡 ηȾµ ̸ 2024
Ѵٰ ϴ , 뷡 ̴ϴ. , Դ ̹ 鼭 ¥ ΰ? Ÿ
Ǵ Ϸ 2 Դϴ.
͵ε. ̸ ٸ ǹ̸ ã ְ ʹ Ҵ ϰ Ϻθ ű鼭 2 մϴ.
渶 ڰ Ǿִ
ɵ ,
ġ Ҿ
õ ɵ
ִ
翡 ־ ߴ
͵ ̰
͵ 鸮 ž
ʰ ߵ ϸ
ܿ ̄ ״븸 ž
( 1)