| Ʒ Ư ũ(valuewalk.com) 2024 4 22 Դϴ. ֽĿ ǰ Դϴ. Ǵܿ å ο ֽϴ.
(4 15-19) ֿ ü 忡 , ġֿԴ ֿ. 1 6 ߰, ֿ ̼ǵ ߴ.
S&P 500 PER 1 18迡 22 , 10 ÷̼ PER* պ 33 ߴµ, ̴ Ǿٴ ǹѴ.
* 10 ÷̼ PER(10-year inflation-adjusted Shiller P/E ratio): ÷̼ Ͽ 10 ʷ PER; PER̶ .
̴ 츮 ֿ ٿ ġֿ ȸ ִ. , S&P 500 ֽĵ Ƽ ν(United Airlines: NASDAQ--UAL), ۷κ (Globe Life: NYSE--GL), ĶƮ ۷ι(Paramount Global: NSADAQ--PARA) ġֵ̾.
ü ̼ δ
PER 3 34 ξ , ݵ ̻ 33踦 ִ. PER 17 ϸ, 33谡 иϴ. 17 (20) ټ ְ ̱ , 1999 Ĺ ر PER 20 ߹ ̾. ڸ, ۳ (2023 4) PER 28迴, ǰ ر ̾ 2021 10 PER 38迴.
ڵ и ̼ Ѵ. ݱ 1 ̻ ְ پ ֽ Ư . ư ͷ и, PER 64 ̴. ڸ, 100 PER 30̴.
Ƽ ν
ڵ 52 ְ 27% Ƽ ν ġֵ ãҴ. 1б Ƽ ν ġ ȸϴ ߴ.
1б Ƽ ν 125 10% , б սǵ 1 2,400 . Ƽ ν 2б ġ ߴ.
Ƽ ν 2б 3.75-4.25, 9-11 ִ ϰ ִµ, ̴ ֳθƮ ġ ȸ ̴. 2024 ȸ迬 ں 90 65 . ̴ κ װ μ 101뿡 61 ̴. װ μ DZ ̴.
Ƽ ν PER 6迡 Ұϸ, ſ ̴.
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۷κ : ŵ °
° ְ ֽ 25% ۷κ . ̷ ְ ۷κ ŵ Ǵ ġ(Fuzzy Panda Research) ݹϴ ǥ δ. Ǵ ġ ۷κ , , ̽ ִ.
۷κ 濵 "( Ǵ ġ ) ۷κ ǿ ݺ ϴ ڼ ſ ִ... 츮 ̷ Ϻϰ ݹ ̴" ߴ.
۷κ 4 22 1б ǥߴ( 14.11% ). ִ ڵ ǥ ̷ , ϱ ٶ. ۷κ PER 6 ؿ ŷǰ ִ.
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ĶƮ ۷ι: M&A ̽ ؾ
° ְ Ҵ ֽ 12.5% ĶƮ ۷ι( ĶƮ). ĶƮ PBR 0.36, PEG 0.25 ´.
, ĶƮ ۷ι ŴƮ(Apollo Global Management) Ҵ ó(Sony Pictures) ĶƮ μϱ ̶ ̾. ĶƮ ī̴ ̵(Skydance Media) պ ε, ĶƮ ְ ڵ -Ҵ ȣϴ δ.
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ް ִ ĶƮ ڵ ̷ õ ȮǼ ϰ ؾ ̴. <>
* ó: ̺ ڹ߷Ű(Dave Kovaleski), ̳ ַ̼ (Financial Regulation News) , Ʋ Ǯ(The Motley Fool) ֳθƮ, "Why These Value Stocks Are on the Rise," 2024 4 22, https://www.valuewalk.com/why-these-value-stocks-are-on-the-rise/
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