ȸ α â


α ޴

!  å

 󼼺
ô 1ָ ãƶ


ô 1ָ ãƶ

<ѿ> | 2

Ⱓ
2021-09-16
ePub
뷮
59 M
PCƮºPC
Ȳ
1, 0, 0
å α׷ ġ ȵǽó?å α׷  ġ
 Ұ
 Ұ
ټ

 Ұ

赿ȯ 忡 ݵŴ
ڼ ֽ Ƿ ̰ ʹٸ å о ͡

ͷ 10, š
ô 1ֿ źѴ

̷ ͷ ڹٲ ؽƮ Ŭ ϴ

2 ͷ 1 ݵŴ ݵ&Ŵ ǡ ⸸ ص  ŸƲ ѿ ڸ Ұ ٴ . 1 ݵŴ ̿ ľ , ѿ ڸ ǥϴ ܾ. 1 ι ϵ, ѹα 1 ݵŴ ڹ ִٸ 󸶳 ?
ô 1ָ ãƶ󡻴 ڰ Ի ڸ 17Ⱓ Ѱᰰ ϴ ι ڹ å, 帧 ϰ 1 ֽġ ϴ ſ ģϰ ˷ش. Ÿ Ѻ 1990 Ĺ IT ô뿡 Z⡯, 2000 ﱹ ô뿡 ڡ, 2010 ߹ ߱ Һ ô뿡 CJ ū ߴµ ֽ ô븦 ǥߴ 1 ֽ̾. ڴ ٿ(Top down), Ҿ(Bottom up) ٹ ƿ츣  ô 1֡ ã ϰ ش.
̱ ݵŴ ġ ڱ 10迡 ϴ ͷ ֽ (Ten bagger) ҷ. Ŵ ô븦 ֵϴ ô 1֡ źߴµ ô븦 ̲ ׻ ϱ ڽó ϰ ū ִ.

ڼҰ

DSڻ뿡 ֽĿ뺻 ݵŴ. ѱŹ ѱݵ򰡿 ְϴ ѹα ݵ󡯿 ȸ ݵŴ(ι) 2020, 2021 2 ߴ. ϴ ݵ 2020 ι , 2021 Ʈ ݵ ϸ鼭 ʷ ݵ Ŵ ÿ ϸ 2 2и ޼ ݵŴ ޾Ҵ. ǻ, ڹ, ڻ ġ鼭 پ ڱ , 17Ⱓ տ¸(Long only), ռ(Long-short), (Hedge) پ ¿ ϴ ݵ带 ؿԴ. ̷ ° Ͽ찡 ȭ ֽĽ忡 鸮 ʴ Ǿ, ڰ ݵ ѱ ǰ 忡 ߰ſ ް Ǿ. ֽĽ忡 ڵ ްϰ ϸ鼭 ʺ ڵ μ ظ ߴ. 1 Ʃ ä TV , ֽ ̵ ⿬ ڵ Ϳ ް ִ. δ 2021 ̽ ϡ() ִ.

õ
 | ֽ ¦ ƴ϶ ͷ̴


1
εǸ
ڸ ϱ غ

01 ֽ յ ! ! !
02 鸮 ʴ Ģ ϱ
03 Ȯ δ
04 ڸ
05 ֽϴ
06 ְ δ١, δ١ ǥ ʴ´
07 1и
08 ȫ,
09 ֽ ȥڸ ܷο ο̴
10 ƾ ȴ



2
ô 1ָ ãƶ
ֽĽ Ǵϱ: ٿ

11 ֽ , ܼϰ
12 帧 ٲ ־
13 ѱ ġ ľ
14 ϱ
15 ͷ 10 ô 1֡
16 1ָ ϴ
17 ͷ ãƶ
18 0% Ѵ Ű Ż
19 ֵ ü ַ غ
20 Ŭ ˸ Ÿ̹ δ
21 η Դ ü
22 1, 4, 7, 11 Ȯ
23 ̴ ̼
24 ڱ ãƶ
25 ޺ϴ ֽĽ, Ȳ մ ⸣
26 ֽ ȿ δ
27 KOSPI 츮 Ȳ
28 KOSPI 󸶳 ?
29 ǿ ´ ͷ ϶



3
ְ ϴ Ű ͸ ãƶ
ϴ : Ҿ

30 м Ʈ ۼ϶
31 ݺǴ ȸ , ˸ ȸ ̷ δ
32 ְ ӿ ְ ϴ Ű ͡ ִ
33 뷮 ƾ żŵ
34 ں ȣϱ ϱ?
35 κ 强 ľ
36 ̷ ó پ Ȳ ϶
37 ̼ ǥ ϱ
38 PER, PBR ص ü
39 ż, ŵ ϳ
40 ηƴٸ ݺ ̴

| 17Ⱓ ѰᰰҴ ι
η | Ѵ Ʈ

ټ

  • 10
  • 8
  • 6
  • 4
  • 2

(ѱ 40̳)
侲
Ʈ
 ۼ ۼ õ

ϵ ϴ.