ݵ(Ƴ)

:

2017-12-31

2018-05-31

  ()

ͷ

Kospi:

2,467.49

2,423.01

-44.48

-1.8%

9.8%

11.6%

Kosdaq:

798.42

879.66

81.24

10.2%

-0.4%

:

2018-04-30

2018-05-31

  ()

ͷ

Kospi:

2,515.38

2,423.01

-92.37

-3.7%

-3.9%

-0.2%

Kosdaq:

875.95

879.66

3.71

0.4%

-4.3%

 

5 򰡼ͷ 9.8% (Kospi) 11.6% ÷ ͷ ֽϴ. ֽ 强 ż ׸Ȧ> Ʈ> 1б ū ϶ϸ鼭 ͷ Ծϴ. ׷ 5 Ѵ 򰡼ͷ 3.9% پ 忡 ؼ 0.2% ϴ.

 

ֽ Ȳ (2018-05-31)

     

     

ֽ

򰡼ͷ

ó

żܰ

ϱ⿬

1,300

13,329

17,327,670

12,850

16,705,000

5.1%

-3.6%

ſ

700

55,025

38,517,200

57,100

39,970,000

12.3%

3.8%

ſ()

600

54,769

32,861,630

51,500

30,900,000

9.5%

-6.0%

1,500

10,498

15,747,350

10,800

16,200,000

5.0%

2.9%

ڸ

0

#DIV/0!

0

10,650

0

0.0%

#DIV/0!

5,500,936

1,000

29,684

29,684,020

39,800

39,800,000

12.3%

34.1%

̾

2,000

4,531

9,061,844

4,685

9,370,000

2.9%

3.4%

1,000

24,882

24,881,710

24,500

24,500,000

7.5%

-1.5%

߾ӿʺ

1,000

29,300

29,300,000

31,350

31,350,000

9.7%

7.0%

ڿ

5,000

11,588

57,938,950

14,100

70,500,000

21.7%

21.7%

KC׸Ȧ

7,000

5,383

37,683,820

4,605

32,235,000

9.9%

-14.5%

KCƮ

2,000

5,246

10,491,570

4,555

9,110,000

2.8%

-13.2%

(R/P)

4,037,519

4,037,519

1.2%

0.0%

17,164

23,100

307,533,283

324,677,519

100.0%

5.6%

5,518,100

  

 :

295,711,033

򰡼ͷ:

9.80%

ֽ:

98.8%

 

<ŸȲ>

   

򰡼ͱ:

28,966,486

:

1.2%

 

 

 

CMA

17,164

1

17,164

0

17,164

17,164

4,037,519

 (R/P)

200

39,800

7,960,000

1,190

7,961,190

-7,961,190

4,020,355

ż

54

24,700

1,333,800

200

1,334,000

-1,334,000

11,981,545

ż

146

24,700

3,606,200

540

3,606,740

-3,606,740

13,315,545

ż

Ա

1,000,000

0

1,000,000

1,000,000

16,922,285

ݵ Աݾ

KC׸Ȧ

1,500

5,200

7,800,000

1,170

7,801,170

-7,801,170

15,922,285

ż

300

24,800

7,440,000

1,110

7,441,110

-7,441,110

23,723,455

ż

500

10,600

5,300,000

790

5,300,790

-5,300,790

31,164,565

ż

ڸ

3,500

10,419

36,464,950

114,854

36,350,096

36,350,096

36,465,355

 ŵ

 

Ʈ ϴ ֽĵ нŰ ִ Ѱ ʾ η Ѻ⸸ ߴ 5̾ϴ. ʿ <ڸ> ŵϸ鼭 ϰ ִ ֽ ÷Ƚϴ. þ <ڸ> 1б Ͽµ, ŵ, ż ߸ Ÿϴ ~ ^^.

 

<> 5 յΰ ȣ ߸鼭 ŵ ϴ. ſ ŵ Ÿµ, Ϻ ִ ¿ żϿ ݵ(Ƴ) ȣ ֹ ־ 200ָ żϿϴ.

 

<ſ> ð ־ϴ. 2,450 300 ø 2,750 ߴ ͺ 50 ҽϴ. å 3 ؼ 10% ̻ ÷Ƚϴ. Ư ǥ̻簡 濵 ü ֱ 2 ȸ迬 Ⱓ ߿ ؼ þ Դϴ.

- 5 - PER: 6.3 / PBR: 0.45 / PDR: () 4.8% / () 5.4%

 

 

<Ʈ> ̿ ε, ֶ ׸ ֽĽ ع Դϴ. ν ġַκ ָ ׷ ϴ 5̱⵵ մϴ.

 

(¿ )ġ ְ ̴ <γ> Դϴ. 缭 ġ 밡κ ð ȰѴٸ ڽ Ƿ ø ð ǰ. ġ ֽ 缭 Ѵٸ ݵ ޾Ҵٴ 밡 Ͽ ε ׷ Դϴ.

 

2016⿡ ߴ, ù ° а İ ٽ оϴ. ͳݿ  д ٸ α׷ Ǿ ۿ ũǾ ־ Ǿµ. ~ ׷ ū ΰ Ǿϴ. 5 ݼ ű մϴ.

 

 

û û սǷ ִ. ̿ Ҿ ο ̷е ߵǰ . Ǹ ƶ Ѵ.

The enormous profits should have turned into still more colossal losses, that new theories should have been developed and later discredited, that unlimited optimism should have been succeeded by the deepest despair are all in strict accord with age-old tradition. [Security Analysis, 3]

 

׷̾κ < >̾. װ ġ , ׷̾ ɾ , ׸ ϻ ҿ뵹̷κ ʿ Ѵ.

 

߰ ǰ ޸Ѵٰ ؼ ǰų ׸ٰ ϴ.

You are neither right nor wrong because the crowd disagrees with you. [Intelligent Investor]

 

 

Ǹ ùٸ ̾ϴ. ׷̾ κ Խϴ.

The best thing I did was to choose the right heroes. It all comes from Graham.

 

) 30޷ ġ ִ ֽ 10޷ 缭 ϰ ִٰ غô. ٸ ڵ ġ 30޷ ȴٰ Ǵ ٷ ٵ ߿  ġ մϱ? ϳ? ƴϸ  ߻ϳ?

) װ 츮 ̽͸. װ ٸ ƴ϶ Ե ̽͸Դϴ. 츮 ᱹ ġ ´ٴ ˰ ֽϴ.

 

Mr. Chairman: When you find a special situation and you decide, just for illustration, that you can buy for 10 and it is worth 30, and you take a position, and then you cannot realize it until a lot of other people decide it is worth 30, how is that process brought about-by advertising, or what happens?

Mr. Graham: That is one of the mysteries of our business, and it is a mystery to me as well as to everybody else. [But] we know from experience that eventually the market catches up with value.

-> 1955 3 11 ȸ Ʈ ׷̾ 亯

 

ڰ ּ ҵ ݾ׸ŭ ȭ ִ ġ ߱ϴ ƴ϶ ̶ ΰ? ֽ ġ ݿ ȸ Ŷ 븦 ǰ ϴ ۿ .

What is if it is not the act of seeking value at least sufficient to justify the amount paid? Consciously paying more for a stock than its calculated value-in the hope that it can soon be sold for a still-higher price-should be labeled speculation.

 

-> [; 21 ڽȭ ź(Buffett; the Making of an American Capitalist in 1995, 2008)]

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