| Ʒ Ư ũ(valuewalk.com) 2024 4 3 Դϴ. ֽĿ ǰ Դϴ. Ǵܿ å ο ֽϴ.
15 帧 , Ⱓ ̼ . Ĩ ְ ˸Ÿ Ѵ. ̵ ؾ ְ ġ 3 ҰѴ.
常轺
<̹ : 常轺 ΰ>
̼ ̸ ŷǴ ֽ ϳ 常轺(Goldman Sachs Group: NYSE--GS)̴. ִ ϳ 常轺 ٸ ຸ ŷ ߴ.
常轺 JP ü̽ ũƸīó ٺȭϱ , ʾҴ. 常轺 Һڱ Ű ߴϰ, ڽ ڻ ϱ ߴ.
ᱹ, 常轺 ϴ , ٰȭ ٸ ȸ麸 Ŭ ִ. ٷ ٽ ȣ , Ϻ ڵ麸 ũٴ ̴.
̷ ó ؿ ̾ δ. μպ ̹ ϱ ߰, ݸ ϶ϱ ϸ ŷ ̱ ̴. PER 11迡 Ұ 常轺 ̼ǿ ϱ ֽ δ.
Ÿ ν
<̹ : Ÿ ν ΰ>
Ÿ ν(Delta Air Lines: NYSE--DAL) ̱ 3 װ ϳ̸, ְ ˸Ÿ ϰ ִ. 4 2 , Ÿ ֽ ̹ 15% , PER 6, PER 7迡 Ұ ſ ̴ֽ.
Ÿ 2003 ȸ ̸鼭, 4б 6% 142 141% 20 ߴ. Ư, ϶ ߴ. Ÿ 20 ä ȯϸ鼭 ä 200 ̰ 帧 2023 2 4,400 20 ø鼭, 繫µ ߴ.
װȸ(International Air Transport Association) 2024 װ ϰ , Ž 2024 ӵ δ.
Ÿ 1б 3-6% ϰ , 2024 ȸ迬 ִ--2023 6.25 ϰų --6-7 ǥ ϰ ִ. 2024 Ÿ 帧 30-40 ؿ ȴ. Ÿ 繫´ Ȱ , Ƽ װ ް ִ ݻ͵ δ.
Ȧ
<̹ : ΰ>
Covid-19 ҵ Ⱓ ߴ ճ ũ α (PayPal: NASDAQ—PYPL) 3 ϶ ̸鼭, Ͼ忡 ð ɸ ִ. 3 , ְ 2021 300 2023 10 27 50.25 ϶ߴ. ̷ ϶ ְ, ̹ ҰǾ, CEO ˷ ũ(Alex Chriss) ϸ鼭 ȿ ̰ ȸ ν-- ȸ縦 ν—Ȳ Űڴٰ ߴ.
ݱ ̷ ̸, 2024 δ. õõ ̰ ִ. 4б ȸϴ źź ǥ߰, ְ ݱ 5% ߴ. 4б 9% ߰, ͷ 468bp 21.5% , 61% ߴ. 1б 2024 ȸ迬 -- õõ ϴ DZ --ֳθƮ ġ ġ ߴ.
ֱ ſī ڿ ī带 ߴ Ҽۿ ΰϴ ſī Ḧ ߱ Կ ø ְ Ǿ. ǿ ſīȸ ΰϴ Ḧ 5 纸 ּ 7bp ߴµ ߴ. ֳθƮ ְ ϳ ϰ , Ϻδ ̹ ǥ .
PER 12迡 Ұϰ, 5 PEG 0.60̴. PEG 0.60̶ ̷ ¿ Ǿִٴ ǹѴ.* ¶ΰ P2P ǥ ִ ̴ ο ħü غϰ δ.
* PEG = PER : 1 Ŭ ְ Ǿ, 1 ְ .Ǿٰ . <>
* ó: ̺ ڹ߷Ű(Dave Kovaleski), ̳ ַ̼ (Financial Regulation News) , Ʋ Ǯ(The Motley Fool) ֳθƮ, "The 3 Best Value Stocks to Buy Right Now," 2024 4 3, https://www.valuewalk.com/the-3-best-value-stocks-to-buy-right-now/
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