@soy.nestor: Niรฉguenmelo ๐ŸŒš

El Tรญo Nรฉstor ๐Ÿ’ก
El Tรญo Nรฉstor ๐Ÿ’ก
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Region: MX
Wednesday 13 May 2020 17:19:21 GMT
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juanfecastrob
JUANFE :
Y.. ya hiciste tu tarea? ๐Ÿ˜‚
2020-05-13 17:52:25
1593
ama_kwy
ama :
nmms esto parece un trailer de una pelรญcula perrona de suspenso :0
2020-05-13 22:46:46
582
tinnychopper
๐Ÿบ๐Ÿฐ๐Ÿท๐ŸฅŸ๐Ÿฟ๏ธ๐Ÿฅ๐Ÿถ๐ŸฆŠ๐Ÿ’žโธ :
Hackeeo google classtoom meet y zoom? ๐Ÿ˜ผ๐Ÿ‘Œ๐Ÿฝ
2020-08-01 04:55:13
1
leonar1507
Lรซo :
Para ingles esto... Somos el futuro de Mexico! No de Estados Unidos!!!! ๐Ÿ˜ก
2020-05-13 17:43:20
101
obsidihana
Obsidihanna :
jajajajaja diria mi primo si que les dejen un chingo de tarea al fin y al cavo no tengo hijos jajajajajaja
2020-05-13 17:37:29
0
carlos_mtz75
carlos_mtz75 :
Hay que terminar con el sistema
2020-05-13 17:21:51
417
xavierrivas12
xavierrivas12 :
#yanomas
2020-05-13 21:32:21
0
vanialeagu
vanialeagu :
llanomas
2020-06-29 19:22:12
0
lelou_erik
lelou_erik :
ozi ozi >:3 vamos a levantarnos en una rebeliรณn >:v
2020-05-15 00:43:38
91
wtkis_emi
camachin :
#yanomรกs yo digo que si ay que revelarnos contra los maestros y maestras ya me canse de hacer tarea >:v
2020-05-14 02:12:34
43
marco_tikitok
CxshedOutใ‚ท :
#YA NO MAAAAAS ๐Ÿ˜ธ
2020-05-24 21:42:30
36
lucydrowned2
Lucy Drowned :
estoy con Tigo rebeliรณn >:D
2020-05-28 03:52:58
19
riskysoda24
diego :
Temprano
2020-05-13 17:20:54
14
pandita_621
estebesmaty :
la semana que viene irรฉ a la escuela y no ise nada de tarea
2020-05-13 17:23:16
12
jaime._.mau
Jm :
Ya no mรกs jeja ya no mรกs suerte con eso
2020-05-13 17:22:37
12
tu.sprite.favorita
Gorchi :
creo un # ( #yanomastarea )
2020-05-30 04:08:12
11
milooo_ds
๐ŸŽ๏ธ :
#YaNoMas (Tareas).
2020-07-25 20:38:02
10
gael0800
Gael Gabriel :
ya y se toda # yanomasss
2020-05-15 01:02:24
8
felizh0
Nash๐Ÿ‘บโ€‚Orozcoโ€‚๐Ÿ•‰๏ธ :
#ya nomas
2020-08-02 23:08:46
6
ban_repartidor_official
Otaku :
#yanomas
2020-06-12 17:08:54
6
user302272096890496
user3022720968904 :
#yanomรกs
2020-06-05 18:24:45
6
sofiaa.sanchezz
Sofi Sรกnchez :
uuuuuuuu
2020-05-14 01:17:08
6
thaishita
user2176062314285 :
#yanomร s
2020-11-21 20:23:30
5
leonjosuegomezgonzalez
Lj las aventuras de leon :
Pura tarea que oror๐Ÿ’ฉ๐Ÿ˜ฟ๐Ÿ˜ฟ๐Ÿ˜ฟ
2020-06-01 21:43:19
5
natypolin
Fabiola Vazquez :
#ya nomas
2020-08-05 03:00:43
4
tortis5911
tortis5911 :
#yanomasssss
2020-07-25 01:21:48
4
loca060
loca212 :
es cierto
2020-05-28 03:57:59
4
yoonmin_jiminshi_yoongi1
user3123163178549 :
@reno_gomez @anacamila041508 @vicky_vikey
2020-05-26 23:06:40
4
lukypaider13
Luky paider ..13 :
#yanomas @yanomas
2020-05-19 21:55:53
4
ceci15_dancer
โœจ ๐™ฒ ๐™ด ๐™ฒ ๐™ธ ๐™ป ๐™ธ ๐™ฐ โœจ :
@evaeunicesmerinov @danny200910g @ximenacool1243 @valentinazoemm01o1 @mafesc2508
2020-05-18 19:11:25
4
sofiie.m_asdf
:D :
@lyneefernanda @eimichannel13 @isaaccampos1 @katrina_.uwu @celiacutekitty_chan
2020-05-18 16:11:07
4
edits_defut
Edits_Defut :
ya no mas
2020-05-17 20:28:37
4
alexislopezfelix
aelopezfelix๐Ÿ•ฏ๏ธ๐Ÿž :
En otras noticias: en este semestre fueron reprobados mรกs jรณvenes que en los รšltimo 5 aรฑos juntos
2020-05-14 18:00:32
4
jk.btsptwfa
eli ๐Ÿ˜บ :
#YaNoMas ๐Ÿ˜”๐Ÿ‘๐Ÿป๐Ÿ˜ญ
2020-05-14 02:12:06
4
liliana__46
lili :
Aaaah partirrr madreeeeesss#ya nooo maaasssss
2020-05-13 23:28:54
4
13_d1ego
DIEGO.. :
#YANOMAS
2020-05-13 21:06:11
4
rubylove0918
Lee :
Tienes razรณn @soy.nestor jsjsjsjs
2020-05-13 18:23:05
4
dian_delgg
dianita :
@evelynalvarado180 @valeria.guerrero36 @yaretzi71 @__k_e_y_l_a__ @adrianzxpato12xd
2020-05-13 17:45:30
4
el.amiin
Kennyjr :
#YANOMAS!
2020-05-13 17:33:17
4
rdgzdulce
dulce :
Temprano
2020-05-13 17:21:52
4
adrianc.sanchez
Adrian C. Sanchez :
la verdad
2020-05-13 17:20:39
4
cristianmoro6
Cristian Moro :
primero
2020-05-13 17:20:28
4
danielvilleda93
Daniel Villeda :
tรบ no tienes tarea ๐Ÿ˜ˆ๐ŸŽฎ๐Ÿคฉ
2020-10-01 06:55:43
3
mafer1072011
user6453765871500 :
#yanomas
2020-07-31 22:18:55
3
albaasc_
ALBA :
@laietaaa_20 @ariiiadna_284 @iitss.caarlootaa08_ @mml___2009 @elia_cortina ๐Ÿ˜
2020-07-28 21:31:11
3
josealb24
lizardojoaquinjoseal :
odio las tareas tareas tareas๐Ÿ˜”
2020-07-25 21:17:37
3
soy_yoy.queteimporta
... :
#yanomรกaaaaaaas
2020-07-13 18:00:47
3
lutibarb
Luti Barberan :
Ya nomรกs๏ฟผ
2020-07-12 19:01:33
3
aaaaa_aaaa_aa_
. :
@jose12_xd @nicolasnaser7 #Yanomรกs jajajajaj๐Ÿคฃ๐Ÿคฃ๐Ÿ˜‚
2020-06-11 21:34:58
3
._simon_.10
Simรธn :
#YANOMAS
2020-06-06 02:35:40
3
rominaramirez557
Romina Ramirez :
es toicontigo amigo
2020-06-05 01:15:20
3
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PBR 0.85์˜ ์ €ํ‰๊ฐ€ ๊ตฌ๊ฐ„์—์„œ ROE 17.1%์˜ ์šฐ์ˆ˜ํ•œ ์ž๊ธฐ์ž๋ณธ์ด์ต๋ฅ ์„ ๊ธฐ๋ก ์ค‘์ด๋ฉฐ, PER 4.97๋กœ ์—…์ข… ๋‚ด ๋ฐธ๋ฅ˜์—์ด์…˜ ๋งค๋ ฅ๋„๊ฐ€ ์ตœ์ƒ์œ„๊ถŒ. 52์ฃผ ๋ ˆ์ธ์ง€ ๋Œ€๋น„ 77% ์œ„์น˜์—์„œ ์•ˆ์ •์ ์ธ ์ƒ์Šน ์ถ”์„ธ๋ฅผ ์œ ์ง€ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ๊ฑฐ๋ž˜๋Œ€๊ธˆ 173.9์–ต์›์œผ๋กœ ์ถฉ๋ถ„ํ•œ ์œ ๋™์„ฑ ํ™•๋ณด. โš ๏ธ ๋ฆฌ์Šคํฌ ์š”์ธ: - ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 6.36%๋กœ ํ•ด์™ธ ์ˆ˜๊ธ‰ ์œ ์ž…์ด ์ œํ•œ์ ์ด๋ฉฐ, ๊ฐญํ•˜๋ฝ(-2.4%) ํ›„ ๋ฐ˜๋“ฑ ๊ตญ๋ฉด์ด๋ผ ๋‹จ๊ธฐ ๋ณ€๋™์„ฑ ์กด์žฌ. ๐Ÿ’ผ ์‹ค์ „ ๋งค๋งค ๊ฐ€์ด๋“œ - 1์ฐจ ์ง„์ž… ํ˜„์žฌ๊ฐ€(6,020์›)์— ๋ฐฐ์ • ๊ธˆ์•ก์˜ 50% ์ฆ‰์‹œ ๋งค์ˆ˜ - 2์ฐจ ๋ถ„ํ•  ๋ˆŒ๋ฆผ๋ชฉ 5,839์› ๋„๋‹ฌ ์‹œ ๋‚จ์€ 50% ๋งค์ˆ˜ - ๐ŸŽฏ ๋ชฉํ‘œ๊ฐ€: 6,622์› - ๐Ÿšจ ์†์ ˆ๊ฐ€: 5,599์› - โฑ๏ธ ์˜ˆ์ƒ ๋ณด์œ  ๊ธฐ๊ฐ„: 2~3์ฃผ --- ## 2๏ธโƒฃ KT (030200) - KOSPI ์ „๋žตA ๋Œ€ํ˜•๊ฐ€์น˜์ฃผ - ๋งค์ˆ˜ ์ „๋žต ์Šค์ฝ”์–ด: 61.74์  - ํ˜„์žฌ๊ฐ€: 53,600์› | ๋“ฑ๋ฝ๋ฅ : +2.29% | ์‹œ๊ฐ€์ด์•ก: 135,084์–ต์› - ์ฃผ์š” ์ง€ํ‘œ: PBR 0.73 | PER 7.82 | ROE 9.4% | ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 100% ๐Ÿ“Œ ๋งค์ˆ˜ ๊ทผ๊ฑฐ (ํŒฉํŠธ ๊ธฐ๋ฐ˜ ์ˆ˜๊ธ‰ ๋ถ„์„): - ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 100%๋กœ ํ•ด์™ธ ๊ธฐ๊ด€์˜ ์•ˆ์ •์ ์ธ ์žฅ๊ธฐ ๋ณด์œ  ํฌ์ง€์…˜ ํ™•์ธ. PBR 0.73์œผ๋กœ ์žฅ๋ถ€๊ฐ€์น˜ ๋Œ€๋น„ ๊ทน์‹ฌํ•œ ์ €ํ‰๊ฐ€ ์ƒํƒœ์ด๋ฉฐ, ๋ฐฐ๋‹น์ฃผ๋กœ์„œ์˜ ๋งค๋ ฅ๋„๊ฐ€ ๋†’์€ ๋Œ€ํ˜• ํ†ต์‹ ์ฃผ ํŠน์„ฑ์ƒ ๋ฐฉ์–ด์  ํฌํŠธํด๋ฆฌ์˜ค ๊ตฌ์„ฑ์— ์ตœ์ . ๊ธฐ๊ด€์ด ๋‹น์ผ 2,359์ฃผ ์ˆœ๋งค์ˆ˜ํ•˜๋ฉฐ ๊พธ์ค€ํ•œ ์ˆ˜๊ธ‰ ๊ฐœ์„  ์ค‘. 52์ฃผ ๋ ˆ์ธ์ง€ 77% ์œ„์น˜์—์„œ ์ €์  ๋Œ€๋น„ ์™„๋งŒํ•œ ์šฐ์ƒํ–ฅ ์ถ”์„ธ ์ง€์†. โš ๏ธ ๋ฆฌ์Šคํฌ ์š”์ธ: - 52์ฃผ ๊ณ ์ (69,400์›) ๋Œ€๋น„ 22.7% ํ•˜๋‹จ์— ์œ„์น˜ํ•˜์—ฌ ์ƒ์Šน ํƒ„๋ ฅ ํ™•๋ณด๊นŒ์ง€ ์‹œ๊ฐ„ ์†Œ์š” ๊ฐ€๋Šฅ์„ฑ. ๐Ÿ’ผ ์‹ค์ „ ๋งค๋งค ๊ฐ€์ด๋“œ - 1์ฐจ ์ง„์ž… ํ˜„์žฌ๊ฐ€(53,600์›)์— ๋ฐฐ์ • ๊ธˆ์•ก์˜ 50% ์ฆ‰์‹œ ๋งค์ˆ˜ - 2์ฐจ ๋ถ„ํ•  ๋ˆŒ๋ฆผ๋ชฉ 51,992์› ๋„๋‹ฌ ์‹œ ๋‚จ์€ 50% ๋งค์ˆ˜ - ๐ŸŽฏ ๋ชฉํ‘œ๊ฐ€: 58,960์› - ๐Ÿšจ ์†์ ˆ๊ฐ€: 49,848์› - โฑ๏ธ ์˜ˆ์ƒ ๋ณด์œ  ๊ธฐ๊ฐ„: 2~3์ฃผ --- ## 3๏ธโƒฃ GS (078930) - KOSPI ์ „๋žตA ๋Œ€ํ˜•๊ฐ€์น˜์ฃผ - ๋งค์ˆ˜ ์ „๋žต ์Šค์ฝ”์–ด: 57.39์  - ํ˜„์žฌ๊ฐ€: 86,800์› | ๋“ฑ๋ฝ๋ฅ : +4.83% | ์‹œ๊ฐ€์ด์•ก: 80,633์–ต์› - ์ฃผ์š” ์ง€ํ‘œ: PBR 0.56 | PER 10.26 | ROE 5.4% | ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 20.45% ๐Ÿ“Œ ๋งค์ˆ˜ ๊ทผ๊ฑฐ (ํŒฉํŠธ ๊ธฐ๋ฐ˜ ์ˆ˜๊ธ‰ ๋ถ„์„): - 52์ฃผ ์‹ ๊ณ ๊ฐ€ ๊ฐฑ์‹ ์œผ๋กœ ๊ธฐ์ˆ ์  ๋ชจ๋ฉ˜ํ…€ ์ตœ์ƒ์œ„ ํ™•๋ณด. PBR 0.56์œผ๋กœ TOP30 ๋‚ด ๊ฐ€์žฅ ๋‚ฎ์€ ๋ฐธ๋ฅ˜์—์ด์…˜์ด๋ฉฐ, 52์ฃผ ๋ ˆ์ธ์ง€ 99% ์œ„์น˜์—์„œ ๊ฐ•๋ ฅํ•œ ์ƒ์Šน ์ถ”์„ธ ์ง„์ž… ํ™•์ธ. ๊ธฐ๊ด€์ด 27,469์ฃผ ์ˆœ๋งค์ˆ˜ํ•˜๋ฉฐ ๋Œ€ํ˜•์ฃผ ์„ ํ˜ธ ์ˆ˜๊ธ‰ ํ๋ฆ„ ๋™์ฐธ. ๊ฑฐ๋ž˜๋Œ€๊ธˆ 222.9์–ต์›์œผ๋กœ ์ถฉ๋ถ„ํ•œ ๋งค๋งค ์œ ๋™์„ฑ ๋’ท๋ฐ›์นจ. ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 20.45%๋กœ ํ•ด์™ธ ์ž๊ธˆ ์œ ์ž… ์—ฌ๋ ฅ ์กด์žฌ. โš ๏ธ ๋ฆฌ์Šคํฌ ์š”์ธ: - ROE 5.4%๋กœ ์ˆ˜์ต์„ฑ ์ง€ํ‘œ๊ฐ€ ๋‹ค์†Œ ๋‚ฎ์œผ๋ฉฐ, ์‹ ๊ณ ๊ฐ€ ๊ฐฑ์‹  ํ›„ ๋‹จ๊ธฐ ์ฐจ์ต์‹คํ˜„ ๋ฌผ๋Ÿ‰ ์ถœํšŒ ๊ฐ€๋Šฅ์„ฑ. ๐Ÿ’ผ ์‹ค์ „ ๋งค๋งค ๊ฐ€์ด๋“œ - 1์ฐจ ์ง„์ž… ํ˜„์žฌ๊ฐ€(86,800์›)์— ๋ฐฐ์ • ๊ธˆ์•ก์˜ 50% ์ฆ‰์‹œ ๋งค์ˆ˜ - 2์ฐจ ๋ถ„ํ•  ๋ˆŒ๋ฆผ๋ชฉ 84,196์› ๋„๋‹ฌ ์‹œ ๋‚จ์€ 50% ๋งค์ˆ˜ - ๐ŸŽฏ ๋ชฉํ‘œ๊ฐ€: 95,480์› - ๐Ÿšจ ์†์ ˆ๊ฐ€: 80,724์› - โฑ๏ธ ์˜ˆ์ƒ ๋ณด์œ  ๊ธฐ๊ฐ„: 2~3์ฃผ โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” # ๐Ÿ“‹ ํฌํŠธํด๋ฆฌ์˜ค ๋ฆฌ๋ฐธ๋Ÿฐ์‹ฑ ๋ฐ ์ž๊ธˆ ๊ด€๋ฆฌ ์ง€์นจ โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” - ์ž์‚ฐ ๋ถ„ํ• : 1์œ„(๊ธˆํ˜ธํƒ€์ด์–ด) 40% / 2์œ„(KT) 35% / 3์œ„(GS) 25% (๊ณ ์ • ๋น„์ค‘) - ์ต์ ˆ ๋ฃฐ: ๋ชฉํ‘œ๊ฐ€ ๋„๋‹ฌ ์‹œ ์ฆ‰์‹œ 50% ์ˆ˜์ต ์‹คํ˜„, ๋‚˜๋จธ์ง€๋Š” ํ‰๋‹จ๊ฐ€ ๊ธฐ์ค€ +3% ํŠธ๋ ˆ์ผ๋ง ์Šคํƒ‘ - ์†์ ˆ ๋ฃฐ: ์†์ ˆ๊ฐ€ ํ„ฐ์น˜ ์‹œ ์‹œ์žฅ๊ฐ€๋กœ 100% ๋งค๋„ (๊ฐ์ • ๋ฐฐ์ œ) - ๋ฆฌ๋ฐธ๋Ÿฐ์‹ฑ ์ฃผ๊ธฐ: 2์ฃผ ๋‹จ์œ„๋กœ ํ€€ํŠธ์Šค์ฝ”์–ด ์žฌํ‰๊ฐ€ ํ›„ ํฌ์ง€์…˜ ์กฐ์ • ## ๐Ÿ” ๊ด€์ฐฐ ๋ฐ ๋Œ€๊ธฐ ์ข…๋ชฉ (์กฐ๊ฑด ๋ฏธ๋‹ฌ ์‚ฌ์œ ) ํ•˜๋‚˜๊ธˆ์œต์ง€์ฃผ (086790) - ํ€€ํŠธ์Šค์ฝ”์–ด 53.91์ ์œผ๋กœ ์šฐ์ˆ˜ํ•˜๋‚˜, TOP3 ๋Œ€๋น„ ROE(8.6%)์™€ ๊ธฐ๊ด€ ์ˆœ๋งค์ˆ˜ ๊ทœ๋ชจ๊ฐ€ ์ƒ๋Œ€์ ์œผ๋กœ ์•ฝํ•ด ์ฐจ์ˆœ์œ„ ๋ฐฐ์น˜. ์ถ”๊ฐ€ ์ˆ˜๊ธ‰ ๊ฐœ์„  ์‹œ ์ง„์ž… ๊ณ ๋ ค. ๋ธ”๋ฃจ์ฝค (033560) - KOSDAQ ์ตœ์ƒ์œ„ ์Šค์ฝ”์–ด(53.64์ )์ด๋‚˜ ์ „๋žตB ๋‹จ๊ธฐ ๋ชจ๋ฉ˜ํ…€์ฃผ๋กœ์„œ ๊ธฐ๊ด€ ์ˆœ๋งค๋„(-4,739์ฃผ) ๊ธฐ๋ก ์ค‘. ์ˆ˜๊ธ‰ ๋ฐ˜์ „ ํ™•์ธ ํ›„ ์žฌ์ง„์ž… ๊ฒ€ํ† . ๋ฏธ์Šคํ† ํ™€๋”ฉ์Šค (081660) - ํ€€ํŠธ์Šค์ฝ”์–ด 53.04์ , ์šฐ์ˆ˜ํ•œ ROE(10.3%)์™€ ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ(41.9%)์„ ๋ณด์œ ํ–ˆ์œผ๋‚˜, ๊ธฐ๊ด€ ์ˆœ๋งค๋„(-19,881์ฃผ)๋กœ ๋‹จ๊ธฐ ์ˆ˜๊ธ‰ ๋ถ€๋‹ด ์กด์žฌ. โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” โš ๏ธ ๋ฉด์ฑ…๊ณ ์ง€: ๋ณธ ๋ฆฌํฌํŠธ๋Š” ์ •ํ˜• ๋ฐ์ดํ„ฐ ๊ธฐ๋ฐ˜ ์ฐธ๊ณ  ์ž๋ฃŒ์ด๋ฉฐ, ๋ชจ๋“  ํˆฌ์ž ํŒ๋‹จ๊ณผ ๊ทธ์— ๋”ฐ๋ฅธ ์†์ต ์ฑ…์ž„์€ ํˆฌ์ž์ž ๋ณธ์ธ์—๊ฒŒ ์žˆ์Šต๋‹ˆ๋‹ค. ์ œ์‹œ๋œ ๋ชฉํ‘œ๊ฐ€ยท์†์ ˆ๊ฐ€๋Š” ๊ณผ๊ฑฐ ๋ฐ์ดํ„ฐ ๊ธฐ๋ฐ˜ ์‚ฐ์ถœ๊ฐ’์œผ๋กœ ๋ฏธ๋ž˜ ์ˆ˜์ต์„ ๋ณด์žฅํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.  #์ฃผ์‹ #ํ€€ํŠธํˆฌ์ž
# ๐Ÿ“Š 2026. 7. 20. ์‹ค์ „ ํ€€ํŠธ ๋งค๋งค ๊ฐ€์ด๋“œ ๋ฆฌํฌํŠธ ## ๐Ÿ“ˆ ์‹œ์žฅ ์Šค์บ” ์š”์•ฝ - ์ „์ฒด 4298๊ฐœ โž” 1์ฐจ ํ•„ํ„ฐ 110๊ฐœ โž” ์ƒ์„ธ๋ถ„์„ 110๊ฐœ โž” TOP30 (KOSPI 15 / KOSDAQ 15) - ํ‰๊ท  ํ€€ํŠธ์Šค์ฝ”์–ด: 47.7์  | 52์ฃผ ์‹ ๊ณ ๊ฐ€ ๊ทผ์ ‘: 1๊ฐœ (GS) - ์˜ค๋Š˜ ์‹œ์žฅ ํŠน์ง•: ๋Œ€ํ˜• ๊ฐ€์น˜์ฃผ ๋Œ€๋น„ ์ค‘์†Œํ˜• ๋ชจ๋ฉ˜ํ…€ ์ข…๋ชฉ์˜ ์Šค์ฝ”์–ด๊ฐ€ ์ƒ๋Œ€์ ์œผ๋กœ ์•ฝ์„ธ. KOSPI ์ƒ์œ„๊ถŒ ์ข…๋ชฉ๋“ค์˜ ์ €PBR+์ˆ˜๊ธ‰ ๊ฐœ์„ ์ด ๋‘๋“œ๋Ÿฌ์ง โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” # ๐Ÿ† ์˜ค๋Š˜์˜ ์‹ค์ „ ํˆฌ์ž… TOP 3 ์ข…๋ชฉ โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” ## 1๏ธโƒฃ ๊ธˆํ˜ธํƒ€์ด์–ด (073240) - KOSPI ์ „๋žตA ๋Œ€ํ˜•๊ฐ€์น˜์ฃผ - ๋งค์ˆ˜ ์ „๋žต ์Šค์ฝ”์–ด: 61.74์  - ํ˜„์žฌ๊ฐ€: 6,020์› | ๋“ฑ๋ฝ๋ฅ : +2.91% | ์‹œ๊ฐ€์ด์•ก: 17,293์–ต์› - ์ฃผ์š” ์ง€ํ‘œ: PBR 0.85 | PER 4.97 | ROE 17.1% | ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 6.36% ๐Ÿ“Œ ๋งค์ˆ˜ ๊ทผ๊ฑฐ (ํŒฉํŠธ ๊ธฐ๋ฐ˜ ์ˆ˜๊ธ‰ ๋ถ„์„): - ๊ธฐ๊ด€์ด ๋‹น์ผ 26๋งŒ์ฃผ ์ด์ƒ ์ˆœ๋งค์ˆ˜ํ•˜๋ฉฐ ์ ๊ทน์ ์ธ ์ €๊ฐ€ ๋งค์ง‘ ์‹ ํ˜ธ ํฌ์ฐฉ. PBR 0.85์˜ ์ €ํ‰๊ฐ€ ๊ตฌ๊ฐ„์—์„œ ROE 17.1%์˜ ์šฐ์ˆ˜ํ•œ ์ž๊ธฐ์ž๋ณธ์ด์ต๋ฅ ์„ ๊ธฐ๋ก ์ค‘์ด๋ฉฐ, PER 4.97๋กœ ์—…์ข… ๋‚ด ๋ฐธ๋ฅ˜์—์ด์…˜ ๋งค๋ ฅ๋„๊ฐ€ ์ตœ์ƒ์œ„๊ถŒ. 52์ฃผ ๋ ˆ์ธ์ง€ ๋Œ€๋น„ 77% ์œ„์น˜์—์„œ ์•ˆ์ •์ ์ธ ์ƒ์Šน ์ถ”์„ธ๋ฅผ ์œ ์ง€ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ๊ฑฐ๋ž˜๋Œ€๊ธˆ 173.9์–ต์›์œผ๋กœ ์ถฉ๋ถ„ํ•œ ์œ ๋™์„ฑ ํ™•๋ณด. โš ๏ธ ๋ฆฌ์Šคํฌ ์š”์ธ: - ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 6.36%๋กœ ํ•ด์™ธ ์ˆ˜๊ธ‰ ์œ ์ž…์ด ์ œํ•œ์ ์ด๋ฉฐ, ๊ฐญํ•˜๋ฝ(-2.4%) ํ›„ ๋ฐ˜๋“ฑ ๊ตญ๋ฉด์ด๋ผ ๋‹จ๊ธฐ ๋ณ€๋™์„ฑ ์กด์žฌ. ๐Ÿ’ผ ์‹ค์ „ ๋งค๋งค ๊ฐ€์ด๋“œ - 1์ฐจ ์ง„์ž… ํ˜„์žฌ๊ฐ€(6,020์›)์— ๋ฐฐ์ • ๊ธˆ์•ก์˜ 50% ์ฆ‰์‹œ ๋งค์ˆ˜ - 2์ฐจ ๋ถ„ํ•  ๋ˆŒ๋ฆผ๋ชฉ 5,839์› ๋„๋‹ฌ ์‹œ ๋‚จ์€ 50% ๋งค์ˆ˜ - ๐ŸŽฏ ๋ชฉํ‘œ๊ฐ€: 6,622์› - ๐Ÿšจ ์†์ ˆ๊ฐ€: 5,599์› - โฑ๏ธ ์˜ˆ์ƒ ๋ณด์œ  ๊ธฐ๊ฐ„: 2~3์ฃผ --- ## 2๏ธโƒฃ KT (030200) - KOSPI ์ „๋žตA ๋Œ€ํ˜•๊ฐ€์น˜์ฃผ - ๋งค์ˆ˜ ์ „๋žต ์Šค์ฝ”์–ด: 61.74์  - ํ˜„์žฌ๊ฐ€: 53,600์› | ๋“ฑ๋ฝ๋ฅ : +2.29% | ์‹œ๊ฐ€์ด์•ก: 135,084์–ต์› - ์ฃผ์š” ์ง€ํ‘œ: PBR 0.73 | PER 7.82 | ROE 9.4% | ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 100% ๐Ÿ“Œ ๋งค์ˆ˜ ๊ทผ๊ฑฐ (ํŒฉํŠธ ๊ธฐ๋ฐ˜ ์ˆ˜๊ธ‰ ๋ถ„์„): - ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 100%๋กœ ํ•ด์™ธ ๊ธฐ๊ด€์˜ ์•ˆ์ •์ ์ธ ์žฅ๊ธฐ ๋ณด์œ  ํฌ์ง€์…˜ ํ™•์ธ. PBR 0.73์œผ๋กœ ์žฅ๋ถ€๊ฐ€์น˜ ๋Œ€๋น„ ๊ทน์‹ฌํ•œ ์ €ํ‰๊ฐ€ ์ƒํƒœ์ด๋ฉฐ, ๋ฐฐ๋‹น์ฃผ๋กœ์„œ์˜ ๋งค๋ ฅ๋„๊ฐ€ ๋†’์€ ๋Œ€ํ˜• ํ†ต์‹ ์ฃผ ํŠน์„ฑ์ƒ ๋ฐฉ์–ด์  ํฌํŠธํด๋ฆฌ์˜ค ๊ตฌ์„ฑ์— ์ตœ์ . ๊ธฐ๊ด€์ด ๋‹น์ผ 2,359์ฃผ ์ˆœ๋งค์ˆ˜ํ•˜๋ฉฐ ๊พธ์ค€ํ•œ ์ˆ˜๊ธ‰ ๊ฐœ์„  ์ค‘. 52์ฃผ ๋ ˆ์ธ์ง€ 77% ์œ„์น˜์—์„œ ์ €์  ๋Œ€๋น„ ์™„๋งŒํ•œ ์šฐ์ƒํ–ฅ ์ถ”์„ธ ์ง€์†. โš ๏ธ ๋ฆฌ์Šคํฌ ์š”์ธ: - 52์ฃผ ๊ณ ์ (69,400์›) ๋Œ€๋น„ 22.7% ํ•˜๋‹จ์— ์œ„์น˜ํ•˜์—ฌ ์ƒ์Šน ํƒ„๋ ฅ ํ™•๋ณด๊นŒ์ง€ ์‹œ๊ฐ„ ์†Œ์š” ๊ฐ€๋Šฅ์„ฑ. ๐Ÿ’ผ ์‹ค์ „ ๋งค๋งค ๊ฐ€์ด๋“œ - 1์ฐจ ์ง„์ž… ํ˜„์žฌ๊ฐ€(53,600์›)์— ๋ฐฐ์ • ๊ธˆ์•ก์˜ 50% ์ฆ‰์‹œ ๋งค์ˆ˜ - 2์ฐจ ๋ถ„ํ•  ๋ˆŒ๋ฆผ๋ชฉ 51,992์› ๋„๋‹ฌ ์‹œ ๋‚จ์€ 50% ๋งค์ˆ˜ - ๐ŸŽฏ ๋ชฉํ‘œ๊ฐ€: 58,960์› - ๐Ÿšจ ์†์ ˆ๊ฐ€: 49,848์› - โฑ๏ธ ์˜ˆ์ƒ ๋ณด์œ  ๊ธฐ๊ฐ„: 2~3์ฃผ --- ## 3๏ธโƒฃ GS (078930) - KOSPI ์ „๋žตA ๋Œ€ํ˜•๊ฐ€์น˜์ฃผ - ๋งค์ˆ˜ ์ „๋žต ์Šค์ฝ”์–ด: 57.39์  - ํ˜„์žฌ๊ฐ€: 86,800์› | ๋“ฑ๋ฝ๋ฅ : +4.83% | ์‹œ๊ฐ€์ด์•ก: 80,633์–ต์› - ์ฃผ์š” ์ง€ํ‘œ: PBR 0.56 | PER 10.26 | ROE 5.4% | ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 20.45% ๐Ÿ“Œ ๋งค์ˆ˜ ๊ทผ๊ฑฐ (ํŒฉํŠธ ๊ธฐ๋ฐ˜ ์ˆ˜๊ธ‰ ๋ถ„์„): - 52์ฃผ ์‹ ๊ณ ๊ฐ€ ๊ฐฑ์‹ ์œผ๋กœ ๊ธฐ์ˆ ์  ๋ชจ๋ฉ˜ํ…€ ์ตœ์ƒ์œ„ ํ™•๋ณด. PBR 0.56์œผ๋กœ TOP30 ๋‚ด ๊ฐ€์žฅ ๋‚ฎ์€ ๋ฐธ๋ฅ˜์—์ด์…˜์ด๋ฉฐ, 52์ฃผ ๋ ˆ์ธ์ง€ 99% ์œ„์น˜์—์„œ ๊ฐ•๋ ฅํ•œ ์ƒ์Šน ์ถ”์„ธ ์ง„์ž… ํ™•์ธ. ๊ธฐ๊ด€์ด 27,469์ฃผ ์ˆœ๋งค์ˆ˜ํ•˜๋ฉฐ ๋Œ€ํ˜•์ฃผ ์„ ํ˜ธ ์ˆ˜๊ธ‰ ํ๋ฆ„ ๋™์ฐธ. ๊ฑฐ๋ž˜๋Œ€๊ธˆ 222.9์–ต์›์œผ๋กœ ์ถฉ๋ถ„ํ•œ ๋งค๋งค ์œ ๋™์„ฑ ๋’ท๋ฐ›์นจ. ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 20.45%๋กœ ํ•ด์™ธ ์ž๊ธˆ ์œ ์ž… ์—ฌ๋ ฅ ์กด์žฌ. โš ๏ธ ๋ฆฌ์Šคํฌ ์š”์ธ: - ROE 5.4%๋กœ ์ˆ˜์ต์„ฑ ์ง€ํ‘œ๊ฐ€ ๋‹ค์†Œ ๋‚ฎ์œผ๋ฉฐ, ์‹ ๊ณ ๊ฐ€ ๊ฐฑ์‹  ํ›„ ๋‹จ๊ธฐ ์ฐจ์ต์‹คํ˜„ ๋ฌผ๋Ÿ‰ ์ถœํšŒ ๊ฐ€๋Šฅ์„ฑ. ๐Ÿ’ผ ์‹ค์ „ ๋งค๋งค ๊ฐ€์ด๋“œ - 1์ฐจ ์ง„์ž… ํ˜„์žฌ๊ฐ€(86,800์›)์— ๋ฐฐ์ • ๊ธˆ์•ก์˜ 50% ์ฆ‰์‹œ ๋งค์ˆ˜ - 2์ฐจ ๋ถ„ํ•  ๋ˆŒ๋ฆผ๋ชฉ 84,196์› ๋„๋‹ฌ ์‹œ ๋‚จ์€ 50% ๋งค์ˆ˜ - ๐ŸŽฏ ๋ชฉํ‘œ๊ฐ€: 95,480์› - ๐Ÿšจ ์†์ ˆ๊ฐ€: 80,724์› - โฑ๏ธ ์˜ˆ์ƒ ๋ณด์œ  ๊ธฐ๊ฐ„: 2~3์ฃผ โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” # ๐Ÿ“‹ ํฌํŠธํด๋ฆฌ์˜ค ๋ฆฌ๋ฐธ๋Ÿฐ์‹ฑ ๋ฐ ์ž๊ธˆ ๊ด€๋ฆฌ ์ง€์นจ โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” - ์ž์‚ฐ ๋ถ„ํ• : 1์œ„(๊ธˆํ˜ธํƒ€์ด์–ด) 40% / 2์œ„(KT) 35% / 3์œ„(GS) 25% (๊ณ ์ • ๋น„์ค‘) - ์ต์ ˆ ๋ฃฐ: ๋ชฉํ‘œ๊ฐ€ ๋„๋‹ฌ ์‹œ ์ฆ‰์‹œ 50% ์ˆ˜์ต ์‹คํ˜„, ๋‚˜๋จธ์ง€๋Š” ํ‰๋‹จ๊ฐ€ ๊ธฐ์ค€ +3% ํŠธ๋ ˆ์ผ๋ง ์Šคํƒ‘ - ์†์ ˆ ๋ฃฐ: ์†์ ˆ๊ฐ€ ํ„ฐ์น˜ ์‹œ ์‹œ์žฅ๊ฐ€๋กœ 100% ๋งค๋„ (๊ฐ์ • ๋ฐฐ์ œ) - ๋ฆฌ๋ฐธ๋Ÿฐ์‹ฑ ์ฃผ๊ธฐ: 2์ฃผ ๋‹จ์œ„๋กœ ํ€€ํŠธ์Šค์ฝ”์–ด ์žฌํ‰๊ฐ€ ํ›„ ํฌ์ง€์…˜ ์กฐ์ • ## ๐Ÿ” ๊ด€์ฐฐ ๋ฐ ๋Œ€๊ธฐ ์ข…๋ชฉ (์กฐ๊ฑด ๋ฏธ๋‹ฌ ์‚ฌ์œ ) ํ•˜๋‚˜๊ธˆ์œต์ง€์ฃผ (086790) - ํ€€ํŠธ์Šค์ฝ”์–ด 53.91์ ์œผ๋กœ ์šฐ์ˆ˜ํ•˜๋‚˜, TOP3 ๋Œ€๋น„ ROE(8.6%)์™€ ๊ธฐ๊ด€ ์ˆœ๋งค์ˆ˜ ๊ทœ๋ชจ๊ฐ€ ์ƒ๋Œ€์ ์œผ๋กœ ์•ฝํ•ด ์ฐจ์ˆœ์œ„ ๋ฐฐ์น˜. ์ถ”๊ฐ€ ์ˆ˜๊ธ‰ ๊ฐœ์„  ์‹œ ์ง„์ž… ๊ณ ๋ ค. ๋ธ”๋ฃจ์ฝค (033560) - KOSDAQ ์ตœ์ƒ์œ„ ์Šค์ฝ”์–ด(53.64์ )์ด๋‚˜ ์ „๋žตB ๋‹จ๊ธฐ ๋ชจ๋ฉ˜ํ…€์ฃผ๋กœ์„œ ๊ธฐ๊ด€ ์ˆœ๋งค๋„(-4,739์ฃผ) ๊ธฐ๋ก ์ค‘. ์ˆ˜๊ธ‰ ๋ฐ˜์ „ ํ™•์ธ ํ›„ ์žฌ์ง„์ž… ๊ฒ€ํ† . ๋ฏธ์Šคํ† ํ™€๋”ฉ์Šค (081660) - ํ€€ํŠธ์Šค์ฝ”์–ด 53.04์ , ์šฐ์ˆ˜ํ•œ ROE(10.3%)์™€ ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ(41.9%)์„ ๋ณด์œ ํ–ˆ์œผ๋‚˜, ๊ธฐ๊ด€ ์ˆœ๋งค๋„(-19,881์ฃผ)๋กœ ๋‹จ๊ธฐ ์ˆ˜๊ธ‰ ๋ถ€๋‹ด ์กด์žฌ. โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” โš ๏ธ ๋ฉด์ฑ…๊ณ ์ง€: ๋ณธ ๋ฆฌํฌํŠธ๋Š” ์ •ํ˜• ๋ฐ์ดํ„ฐ ๊ธฐ๋ฐ˜ ์ฐธ๊ณ  ์ž๋ฃŒ์ด๋ฉฐ, ๋ชจ๋“  ํˆฌ์ž ํŒ๋‹จ๊ณผ ๊ทธ์— ๋”ฐ๋ฅธ ์†์ต ์ฑ…์ž„์€ ํˆฌ์ž์ž ๋ณธ์ธ์—๊ฒŒ ์žˆ์Šต๋‹ˆ๋‹ค. ์ œ์‹œ๋œ ๋ชฉํ‘œ๊ฐ€ยท์†์ ˆ๊ฐ€๋Š” ๊ณผ๊ฑฐ ๋ฐ์ดํ„ฐ ๊ธฐ๋ฐ˜ ์‚ฐ์ถœ๊ฐ’์œผ๋กœ ๋ฏธ๋ž˜ ์ˆ˜์ต์„ ๋ณด์žฅํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค. #์ฃผ์‹ #ํ€€ํŠธํˆฌ์ž

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