@ashhnicolek: girls girl. growing bootys all 2025 #GymTok #gymmotivation #Fitness #foryou #fyp

Ash ๐Ÿซถ๐Ÿผ
Ash ๐Ÿซถ๐Ÿผ
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Friday 27 December 2024 01:46:21 GMT
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julianna_benedetto
Julianna Benedetto :
Iโ€™m obsessed with you ๐Ÿฅฐ
2024-12-27 04:56:06
3
jasvaldes
Jasmine Valdes :
PERIODDDDDD
2024-12-27 01:59:49
5
laurenstranko
laurenstranko :
Sharing is caring thank YOUUU
2024-12-28 23:10:46
10
aloteethwhitening
Alondra :
They got ALOT to say ๐Ÿ˜๐Ÿ˜๐Ÿ”ฅ gyattt dayum respectfully ๐Ÿ˜
2024-12-27 18:09:25
8
jessicatomlinson3
Jessica Nicole ๐Ÿค :
Pure envy!! Following ๐Ÿฉท
2025-12-02 21:04:14
3
kad1300
Kadie Snore :
Atta girlllll! We love a glute girly ๐Ÿ˜๐Ÿ˜
2024-12-27 02:51:58
4
kthirstyyy
KEICIA THIRSTY :
YES MAAM ๐Ÿ”ฅ
2024-12-29 20:10:00
2
maddyy.barclay
maddyy.barclay :
How tall are you?
2025-03-15 01:57:50
1
emilyyfit__
Emily Aitchison :
period
2024-12-29 12:58:54
2
haley.meehan
Haley :
Period ๐Ÿคฉ
2024-12-30 01:54:14
1
alyflak
Aly RN :
AYEEEE๐Ÿ‘๐Ÿผ๐Ÿ–ค
2024-12-30 17:49:36
1
muscledmermaidfit
Muscled Mermaid Fitness :
looking amazing!!๐Ÿ”ฅ
2025-02-13 14:26:16
0
mackenziehull
mackenzieโœจ :
Thank you boo๐Ÿ‘‘
2025-02-09 14:59:11
0
lauralanyaise
Laura :
You look INCREDIBLE!
2025-02-14 03:44:24
0
dejana.000
dejana.000 :
๐Ÿ˜๐Ÿ˜
2024-12-27 04:38:36
4
jalynnnnnnnnnn
jโœจ :
๐Ÿ‘๐Ÿฝ๐Ÿ‘๐Ÿฝ๐Ÿ‘๐Ÿฝ
2024-12-27 02:02:04
2
raising..ray
Ray๐Ÿ‘‘ :
๐Ÿ‘๐Ÿ‘๐Ÿ‘
2024-12-27 16:26:14
2
aura.and.iron
Coeli :
๐Ÿ”ฅ
2024-12-27 17:05:11
2
miss_johnson3
Kim๐Ÿ’ž :
โœ๐Ÿป
2024-12-28 17:30:57
2
blossom_846
blossom_846 :
๐Ÿ‘€๐Ÿ‘€
2025-01-07 23:51:09
1
jddom585
JD :
๐Ÿ’ช๐Ÿ’ช๐Ÿ”ฅ
2025-03-16 15:43:34
0
tupapi1130
Tu Papi :
๐Ÿ’ช๐Ÿ’ช๐Ÿ’ช
2026-01-26 19:17:17
0
537broski
537broski :
๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿฆพ
2026-02-27 20:36:01
0
kxh598
๐Ÿš—ena :
MAMMMMMMMM
2024-12-27 02:01:46
2
mainofisher
mainofisher :
Good mornings are so underrated but literally grew my ๐Ÿ‘
2024-12-29 07:50:01
2
To see more videos from user @ashhnicolek, please go to the Tikwm homepage.

Other Videos

๐Ÿ“Š 2026. 8. 6. ์‹ค์ „ ํ€€ํŠธ ๋งค๋งค ๊ฐ€์ด๋“œ ๋ฆฌํฌํŠธ ๐Ÿ“ˆ ์‹œ์žฅ ์Šค์บ” ์š”์•ฝ - ์ „์ฒด 4295๊ฐœ โž” 1์ฐจ ํ•„ํ„ฐ 210๊ฐœ โž” ์ƒ์„ธ๋ถ„์„ 150๊ฐœ โž” TOP30 (KOSPI 15 / KOSDAQ 15) - ํ‰๊ท  ํ€€ํŠธ์Šค์ฝ”์–ด: 53.3์  | 52์ฃผ ์‹ ๊ณ ๊ฐ€ ๊ทผ์ ‘: 0๊ฐœ - ์ „๋žตA(๋Œ€ํ˜•๊ฐ€์น˜์ฃผ) ์šฐ์œ„ ์žฅ์„ธ: ๊ธˆ์œต์ฃผ ๋ฐ ๋ณดํ—˜์ฃผ ์ค‘์‹ฌ ๊ฐ•์„ธ, ์ €PBR+๊ณ ROE ์ข…๋ชฉ ์„ ํ˜ธ๋„ โ†‘ - ์ „๋žตB(๋ชจ๋ฉ˜ํ…€) ํŠน์ง•: KOSDAQ ๊ฑฐ๋ž˜๋Œ€๊ธˆ ๊ธ‰๋“ฑ ์ข…๋ชฉ ๋‹ค์ˆ˜, ๋‹จ volRatio 0 ์ข…๋ชฉ ์ฃผ์˜ ํ•„์š” 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 LG์œ ํ”Œ๋Ÿฌ์Šค (032640) - KOSPI | ์ „๋žตA ๋Œ€ํ˜•๊ฐ€์น˜์ฃผ - ๋งค์ˆ˜ ์ „๋žต ์Šค์ฝ”์–ด: 67.83์  (TOP30 ์ค‘ 1์œ„) - ํ˜„์žฌ๊ฐ€: 15,220์› | ๋“ฑ๋ฝ๋ฅ : +2.01% | ์‹œ๊ฐ€์ด์•ก: 64,598์–ต์› - ์ฃผ์š” ์ง€ํ‘œ: PBR 0.73 | PER 12.61 | ROE 5.8% | ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 85.2% ๐Ÿ“Œ ๋งค์ˆ˜ ๊ทผ๊ฑฐ (ํŒฉํŠธ ๊ธฐ๋ฐ˜ ์ˆ˜๊ธ‰ ๋ถ„์„): - ์••๋„์  ๊ธฐ๊ด€ ์ˆœ๋งค์ˆ˜: 10๋งŒ์ฃผ ์ด์ƒ ๊ธฐ๊ด€ ๋งค์ง‘(108,659์ฃผ) ์ง„ํ–‰ ์ค‘์œผ๋กœ ์•ˆ์ •์  ์ˆ˜๊ธ‰ ๊ตฌ์กฐ ํ™•๋ณด - ์ดˆ์ €PBR ๊ฐ€์น˜์ฃผ ๋ฉ”๋ฆฌํŠธ: PBR 0.73๋ฐฐ๋กœ ์ฒญ์‚ฐ๊ฐ€์น˜ ๋Œ€๋น„ 27% ํ• ์ธ, ์žฅ๋ถ€๊ฐ€(20,826์›) ๋Œ€๋น„ 26.9% ์ €ํ‰๊ฐ€ - ์™ธ๊ตญ์ธ ์ดˆ๊ณ ๋ณด์œ ์œจ: 85.2% ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ์€ TOP30 ์ค‘ ์ตœ๊ณ  ์ˆ˜์ค€์œผ๋กœ ์ค‘์žฅ๊ธฐ ์‹ ๋ขฐ๋„ ์šฐ์ˆ˜ - 52์ฃผ ๋ฐด๋“œ ์ƒ๋‹จ ์ ‘๊ทผ: 52์ฃผ ์Šค์ฝ”์–ด 81์ , ์—ฐ๊ณ ์ (18,800์›) ๋Œ€๋น„ 19% ํ•˜๋ฝ ๊ตฌ๊ฐ„์—์„œ ๋ฐ˜๋“ฑ ๋ชจ๋ฉ˜ํ…€ ํฌ์ฐฉ - ๋ฐฐ๋‹น ์•ˆ์ •์„ฑ: ํ†ต์‹  ์„นํ„ฐ ํŠน์„ฑ์ƒ ํ˜„๊ธˆํ๋ฆ„ ์•ˆ์ •์ , ์ค‘์žฅ๊ธฐ ๋ฐฐ๋‹น ๋ฉ”๋ฆฌํŠธ ์กด์žฌ โš ๏ธ ๋ฆฌ์Šคํฌ ์š”์ธ: - ROE 5.8%๋กœ ๊ธˆ์œต์ฃผ ๋Œ€๋น„ ์ˆ˜์ต์„ฑ์€ ๋‚ฎ์€ ํŽธ์ด๋ฉฐ, ๊ฐญ ์ƒ์Šน๋ฅ  0.1%๋กœ ๋‹จ๊ธฐ ๋ชจ๋ฉ˜ํ…€์€ ์ œํ•œ์  ๐Ÿ’ผ ์‹ค์ „ ๋งค๋งค ๊ฐ€์ด๋“œ - 1์ฐจ ์ง„์ž… ํ˜„์žฌ๊ฐ€(15,220์›)์— ๋ฐฐ์ • ๊ธˆ์•ก์˜ 50% ์ฆ‰์‹œ ๋งค์ˆ˜ - 2์ฐจ ๋ถ„ํ•  ๋ˆŒ๋ฆผ๋ชฉ 14,763์› ๋„๋‹ฌ ์‹œ ๋‚จ์€ 50% ๋งค์ˆ˜ ๐ŸŽฏ ๋ชฉํ‘œ๊ฐ€: 16,742์› (+10.0%) ๐Ÿšจ ์†์ ˆ๊ฐ€: 14,155์› (-7.0%) โฑ๏ธ ์˜ˆ์ƒ ๋ณด์œ  ๊ธฐ๊ฐ„: 2~3์ฃผ (์žฅ๊ธฐ ๋ฆฌ๋ฐธ๋Ÿฐ์‹ฑ) --- 2๏ธโƒฃ ์‹ ํ•œ์ง€์ฃผ (055550) - KOSPI | ์ „๋žตA ๋Œ€ํ˜•๊ฐ€์น˜์ฃผ - ๋งค์ˆ˜ ์ „๋žต ์Šค์ฝ”์–ด: 66.96์  (TOP30 ์ค‘ 2์œ„) - ํ˜„์žฌ๊ฐ€: 106,200์› | ๋“ฑ๋ฝ๋ฅ : +2.51% | ์‹œ๊ฐ€์ด์•ก: 498,556์–ต์› - ์ฃผ์š” ์ง€ํ‘œ: PBR 0.88 | PER 10.54 | ROE 8.3% | ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 62.24% ๐Ÿ“Œ ๋งค์ˆ˜ ๊ทผ๊ฑฐ (ํŒฉํŠธ ๊ธฐ๋ฐ˜ ์ˆ˜๊ธ‰ ๋ถ„์„): - ๊ธˆ์œต์ฃผ ๋ฐ˜๋“ฑ ์‚ฌ์ดํด ์ง„์ž…: 52์ฃผ ์Šค์ฝ”์–ด 94์ ์œผ๋กœ ์—ฐ๊ณ ์ (113,300์›) ๋ถˆ๊ณผ 6.3% ํ•˜๋‹จ, ๊ธฐ์ˆ ์  ๋ŒํŒŒ ์ž„๋ฐ• - ๋ฐธ๋ฅ˜์—์ด์…˜ ๋งค๋ ฅ: PBR 0.88๋ฐฐ, PER 10.54๋ฐฐ๋กœ ๊ธˆ์œต์ฃผ ํ‰๊ท  ๋Œ€๋น„ ์ €ํ‰๊ฐ€, ROE 8.3%๋กœ ์•ˆ์ •์  ์ˆ˜์ต์„ฑ - ๊ธฐ๊ด€ ๋งค์ˆ˜์„ธ ์ง€์†: 5๋งŒ์ฃผ ์ด์ƒ ๊ธฐ๊ด€ ์ˆœ๋งค์ˆ˜(50,036์ฃผ)๋กœ ๋Œ€ํ˜• ์ž๊ธˆ ์œ ์ž… ํ™•์ธ - ๊ฐญ ์ƒ์Šน ๋ชจ๋ฉ˜ํ…€: 4.2% ๊ฐญ ์ƒ์Šน ์ถœ๋ฐœ๋กœ ๋‹จ๊ธฐ ๊ธฐ์ˆ ์  ๊ฐ•์„ธ ์ง€์†, ๊ฑฐ๋ž˜๋Œ€๊ธˆ 413์–ต์›์œผ๋กœ ์œ ๋™์„ฑ ํ’๋ถ€ - ์™ธ๊ตญ์ธ ์•ˆ์ • ๋ณด์œ : 62.24% ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ๋กœ ์žฅ๊ธฐ ํŽ€๋”๋ฉ˜ํ„ธ ์‹ ๋ขฐ๋„ ๋†’์Œ โš ๏ธ ๋ฆฌ์Šคํฌ ์š”์ธ: - ๊ธˆ์œต์ฃผ ์„นํ„ฐ ํŠน์„ฑ์ƒ ๊ธˆ๋ฆฌ ๋ณ€๋™์„ฑ ๋ฐ ๋ถ€๋™์‚ฐ PF ๋ฆฌ์Šคํฌ ์ƒ์กด, ๋‹จ๊ธฐ ๋ณ€๋™์„ฑ ๋Œ€๋น„ ํ•„์š” ๐Ÿ’ผ ์‹ค์ „ ๋งค๋งค ๊ฐ€์ด๋“œ - 1์ฐจ ์ง„์ž… ํ˜„์žฌ๊ฐ€(106,200์›)์— ๋ฐฐ์ • ๊ธˆ์•ก์˜ 50% ์ฆ‰์‹œ ๋งค์ˆ˜ - 2์ฐจ ๋ถ„ํ•  ๋ˆŒ๋ฆผ๋ชฉ 103,014์› ๋„๋‹ฌ ์‹œ ๋‚จ์€ 50% ๋งค์ˆ˜ ๐ŸŽฏ ๋ชฉํ‘œ๊ฐ€: 116,820์› (+10.0%) ๐Ÿšจ ์†์ ˆ๊ฐ€: 98,766์› (-7.0%) โฑ๏ธ ์˜ˆ์ƒ ๋ณด์œ  ๊ธฐ๊ฐ„: 2~3์ฃผ (์žฅ๊ธฐ ๋ฆฌ๋ฐธ๋Ÿฐ์‹ฑ) --- 3๏ธโƒฃ ๋Œ€ํ•œํ•ญ๊ณต (003490) - KOSPI | ์ „๋žตA ๋Œ€ํ˜•๊ฐ€์น˜์ฃผ - ๋งค์ˆ˜ ์ „๋žต ์Šค์ฝ”์–ด: 65.22์  (TOP30 ์ค‘ 3์œ„) - ํ˜„์žฌ๊ฐ€: 27,200์› | ๋“ฑ๋ฝ๋ฅ : +1.12% | ์‹œ๊ฐ€์ด์•ก: 100,156์–ต์› - ์ฃผ์š” ์ง€ํ‘œ: PBR 0.92 | PER 12.88 | ROE 7.1% | ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 46.11% ๐Ÿ“Œ ๋งค์ˆ˜ ๊ทผ๊ฑฐ (ํŒฉํŠธ ๊ธฐ๋ฐ˜ ์ˆ˜๊ธ‰ ๋ถ„์„): - ํญ๋ฐœ์  ๊ธฐ๊ด€ ๋งค์ง‘: 37๋งŒ์ฃผ ์ด์ƒ ๊ธฐ๊ด€ ์ˆœ๋งค์ˆ˜(372,929์ฃผ)๋กœ TOP30 ์ค‘ ์ตœ๋Œ€ ๊ทœ๋ชจ ๋งค์ˆ˜์„ธ ํฌ์ฐฉ - ๋Œ€ํ˜• ๊ฑฐ๋ž˜๋Œ€๊ธˆ: 376์–ต์› ๊ฑฐ๋ž˜๋Œ€๊ธˆ์œผ๋กœ ์œ ๋™์„ฑ ์ตœ์ƒ๊ธ‰, 138๋งŒ์ฃผ ๊ฑฐ๋ž˜๋Ÿ‰์œผ๋กœ ์ˆ˜๊ธ‰ ์•ˆ์ •์„ฑ ํ™•๋ณด - ์ €PBR ํ•ญ๊ณต์ฃผ ํŠน์ˆ˜: PBR 0.92๋ฐฐ๋กœ ์žฅ๋ถ€๊ฐ€(29,659์›) ๋Œ€๋น„ 8.3% ์ €ํ‰๊ฐ€, ์—…ํ™ฉ ๊ฐœ์„  ์‹œ ๋ฐธ๋ฅ˜์—… ๊ธฐ๋Œ€ - 52์ฃผ ๋ฐด๋“œ ์ค‘์ƒ๋‹จ: 52์ฃผ ์Šค์ฝ”์–ด 87์ ์œผ๋กœ ์—ฐ๊ณ ์ (31,200์›) ๋Œ€๋น„ 12.8% ํ•˜๋ฝ ๊ตฌ๊ฐ„, ์žฌ์ƒ์Šน ์—ฌ๋ ฅ ์ถฉ๋ถ„ - ์—…ํ™ฉ ํšŒ๋ณต ๊ธฐ๋Œ€: ํ•ญ๊ณต ์ˆ˜์š” ํšŒ๋ณต ์‚ฌ์ดํด ์ง„์ž… ์‹œ ์‹ค์  ๊ฐœ์„  ๋ชจ๋ฉ˜ํ…€ ์กด์žฌ โš ๏ธ ๋ฆฌ์Šคํฌ ์š”์ธ: - ์œ ๊ฐ€ ๋ฐ ํ™˜์œจ ๋ณ€๋™์„ฑ์— ๋ฏผ๊ฐํ•œ ์—…์ข… ํŠน์„ฑ์ƒ ์™ธ๋ถ€ ๋ณ€์ˆ˜ ์˜ํ–ฅ ํฌ๋ฉฐ, ROE 7.1%๋กœ ์ˆ˜์ต์„ฑ์€ ํ‰๋ฒ”ํ•œ ์ˆ˜์ค€ ๐Ÿ’ผ ์‹ค์ „ ๋งค๋งค ๊ฐ€์ด๋“œ - 1์ฐจ ์ง„์ž… ํ˜„์žฌ๊ฐ€(27,200์›)์— ๋ฐฐ์ • ๊ธˆ์•ก์˜ 50% ์ฆ‰์‹œ ๋งค์ˆ˜ - 2์ฐจ ๋ถ„ํ•  ๋ˆŒ๋ฆผ๋ชฉ 26,384์› ๋„๋‹ฌ ์‹œ ๋‚จ์€ 50% ๋งค์ˆ˜ ๐ŸŽฏ ๋ชฉํ‘œ๊ฐ€: 29,920์› (+10.0%) ๐Ÿšจ ์†์ ˆ๊ฐ€: 25,296์› (-7.0%) โฑ๏ธ ์˜ˆ์ƒ ๋ณด์œ  ๊ธฐ๊ฐ„: 2~3์ฃผ (์žฅ๊ธฐ ๋ฆฌ๋ฐธ๋Ÿฐ์‹ฑ) 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„(LG์œ ํ”Œ๋Ÿฌ์Šค) 40% / 2์œ„(์‹ ํ•œ์ง€์ฃผ) 35% / 3์œ„(๋Œ€ํ•œํ•ญ๊ณต) 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: 3์ผ ํ›„ ์ˆ˜๊ธ‰ ๋ฐ ํ€€ํŠธ์Šค์ฝ”์–ด ์žฌํ‰๊ฐ€ ํ›„ ์กฐ์ •, ์‹ ๊ทœ ์ง„์ž… ์ข…๋ชฉ์€ ๊ธฐ์กด ๋น„์ค‘ ์ถ•์†Œ ํ›„ ํŽธ์ž… 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” ๊ด€์ฐฐ ๋ฐ ๋Œ€๊ธฐ ์ข…๋ชฉ (์กฐ๊ฑด ๋ฏธ๋‹ฌ ์‚ฌ์œ ) 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” 4์œ„ - ํ•˜๋‚˜๊ธˆ์œต์ง€์ฃผ (086790): ํ€€ํŠธ์Šค์ฝ”์–ด 65.22์ , PBR 0.8๋ฐฐ/ROE 8.6% ์šฐ์ˆ˜ํ•˜๋‚˜ ์‹ ํ•œ์ง€์ฃผ์™€ ์„นํ„ฐ ์ค‘๋ณต์œผ๋กœ ๋ถ„์‚ฐ ์ธก๋ฉด์—์„œ ์ œ์™ธ 5์œ„ - ํ˜„๋Œ€ํ•ด์ƒ (001450): ํ€€ํŠธ์Šค์ฝ”์–ด 64.35์ , PBR 0.57๋ฐฐ/ROE 17.3% ์ตœ๊ณ  ์ˆ˜์ค€์ด๋‚˜ ์‹œ์ด 3.2์กฐ๋กœ ์†Œํ˜•์ฃผ ๋ฆฌ์Šคํฌ ์กด์žฌ, ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 38.16%๋กœ ์ƒ๋Œ€์ ์œผ๋กœ ๋‚ฎ์Œ 13์œ„ - ์„œ๋ถ€T&D (006730): ํ€€ํŠธ์Šค์ฝ”์–ด 51.82์ , KOSDAQ ์ตœ๊ณ  ๊ฑฐ๋ž˜๋Œ€๊ธˆ(511์–ต์›) ๋ชจ๋ฉ˜ํ…€ ์šฐ์ˆ˜ํ•˜๋‚˜ 52์ฃผ ์Šค์ฝ”์–ด 53์ ์œผ๋กœ ๊ธฐ์ˆ ์  ์œ„์น˜ ๋ถˆ๋ฆฌ, ์ „๋žตB ๋‹จ๊ธฐ ๋ณ€๋™์„ฑ ๊ณ ๋ ค ์‹œ TOP3 ์ง„์ž… ์ œ์™ธ KOSDAQ ์ „๋žตB ์ข…๋ชฉ๊ตฐ (17~30์œ„): ๋Œ€๋ถ€๋ถ„ volRatio 0~1 ์ˆ˜์ค€ + ์žฌ๋ฌด์ง€ํ‘œ null ๋ฐ์ดํ„ฐ๋กœ ์‹ ๋ขฐ๋„ ํŒ๋‹จ ์–ด๋ ค์›€, ๊ฑฐ๋ž˜๋Œ€๊ธˆ ๊ธ‰์ฆ์€ ํ™•์ธ๋˜๋‚˜ ์ž‘์ „์ฃผ ๋ฆฌ์Šคํฌ ๋ฐฐ์ œ ๋ถˆ๊ฐ€๋กœ ๊ด€์ฐฐ ๋Œ€๊ธฐ ํŽธ์ž… 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“Š ์ข…ํ•ฉ ์‹œ์žฅ ์ฝ”๋ฉ˜ํŠธ 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” ๊ธˆ์œต/๋ณดํ—˜ ์„นํ„ฐ ์šฐ์œ„ ์žฅ์„ธ: ์˜ค๋Š˜ TOP30์€ ์‹ ํ•œ์ง€์ฃผ, ํ•˜๋‚˜๊ธˆ์œต์ง€์ฃผ, ์šฐ๋ฆฌ๊ธˆ์œต์ง€์ฃผ, DB์†ํ•ด๋ณดํ—˜, ํ˜„๋Œ€ํ•ด์ƒ ๋“ฑ ๊ธˆ์œต์ฃผ๊ฐ€ ์ƒ์œ„๊ถŒ ์ง‘์ค‘ ๋ฐฐ์น˜๋˜๋ฉฐ ์ €PBR+๊ณ ROE ๊ฐ€์น˜์ฃผ ์„ ํ˜ธ ๋šœ๋ ท. 52์ฃผ ๋ฐด๋“œ ์ƒ๋‹จ(90์  ์ด์ƒ) ์ข…๋ชฉ ๋‹ค์ˆ˜๋กœ ๊ธฐ์ˆ ์  ๋ŒํŒŒ ์ž„๋ฐ• ๊ตญ๋ฉด. KOSDAQ ๋ชจ๋ฉ˜ํ…€ ์ข…๋ชฉ ์ฃผ์˜: ์ „๋žตB ์ข…๋ชฉ ๋Œ€๋ถ€๋ถ„ volRatio 0~1 + ์žฌ๋ฌด์ง€ํ‘œ ๋ถ€์žฌ๋กœ ๋ฐ์ดํ„ฐ ์‹ ๋ขฐ๋„ ๋‚ฎ์Œ. ๊ฑฐ๋ž˜๋Œ€๊ธˆ ๊ธ‰์ฆ์€ ํ™•์ธ๋˜๋‚˜ ์ž‘์ „์ฃผ ๋ฆฌ์Šคํฌ ๋ฐฐ์ œ ์–ด๋ ค์›Œ ์‹ค์ „ ํˆฌ์ž… ์ œ์™ธ, ๋‹จ๊ธฐ ๊ด€์ฐฐ ํ›„ ์žฌํ‰๊ฐ€ ํ•„์š”. ์ถ”์ฒœ ์ „๋žต: ์˜ค๋Š˜์€ ์ „๋žตA ๋Œ€ํ˜• ๊ฐ€์น˜์ฃผ ์ง‘์ค‘ ๋ฐฐ์น˜๊ฐ€ ์•ˆ์ „. LG์œ ํ”Œ๋Ÿฌ์Šค(ํ†ต์‹ ), ์‹ ํ•œ์ง€์ฃผ(๊ธˆ์œต), ๋Œ€ํ•œํ•ญ๊ณต(ํ•ญ๊ณต) 3๊ฐœ ์„นํ„ฐ ๋ถ„์‚ฐ์œผ๋กœ ๋ฆฌ์Šคํฌ ํ—ท์ง€ํ•˜๋ฉฐ, ๋ชจ๋‘ ๊ธฐ๊ด€ ์ˆœ๋งค์ˆ˜+์™ธ๊ตญ์ธ ๊ณ ๋ณด์œ  ์ข…๋ชฉ์œผ๋กœ ์ค‘์žฅ๊ธฐ ์•ˆ์ •์„ฑ ํ™•๋ณด. 2~3์ฃผ ๋ณด์œ  ํ›„ ๋ชฉํ‘œ๊ฐ€ ๋„๋‹ฌ ์‹œ 50% ์ต์ ˆ ํ›„ ํŠธ๋ ˆ์ผ๋ง ์ „๋žต ๊ถŒ์žฅ. 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” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ๋ชจ๋“  ํˆฌ์ž ํŒ๋‹จ๊ณผ ์ฑ…์ž„์€ ํˆฌ์ž์ž ๋ณธ์ธ์—๊ฒŒ ์žˆ์Šต๋‹ˆ๋‹ค.  #์ฃผ์‹ #ํ€€ํŠธ #ํ€€ํŠธํˆฌ์ž #์‚ผ์„ฑ์ „์ž #์ฝ”์ธ
๐Ÿ“Š 2026. 8. 6. ์‹ค์ „ ํ€€ํŠธ ๋งค๋งค ๊ฐ€์ด๋“œ ๋ฆฌํฌํŠธ ๐Ÿ“ˆ ์‹œ์žฅ ์Šค์บ” ์š”์•ฝ - ์ „์ฒด 4295๊ฐœ โž” 1์ฐจ ํ•„ํ„ฐ 210๊ฐœ โž” ์ƒ์„ธ๋ถ„์„ 150๊ฐœ โž” TOP30 (KOSPI 15 / KOSDAQ 15) - ํ‰๊ท  ํ€€ํŠธ์Šค์ฝ”์–ด: 53.3์  | 52์ฃผ ์‹ ๊ณ ๊ฐ€ ๊ทผ์ ‘: 0๊ฐœ - ์ „๋žตA(๋Œ€ํ˜•๊ฐ€์น˜์ฃผ) ์šฐ์œ„ ์žฅ์„ธ: ๊ธˆ์œต์ฃผ ๋ฐ ๋ณดํ—˜์ฃผ ์ค‘์‹ฌ ๊ฐ•์„ธ, ์ €PBR+๊ณ ROE ์ข…๋ชฉ ์„ ํ˜ธ๋„ โ†‘ - ์ „๋žตB(๋ชจ๋ฉ˜ํ…€) ํŠน์ง•: KOSDAQ ๊ฑฐ๋ž˜๋Œ€๊ธˆ ๊ธ‰๋“ฑ ์ข…๋ชฉ ๋‹ค์ˆ˜, ๋‹จ volRatio 0 ์ข…๋ชฉ ์ฃผ์˜ ํ•„์š” 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 LG์œ ํ”Œ๋Ÿฌ์Šค (032640) - KOSPI | ์ „๋žตA ๋Œ€ํ˜•๊ฐ€์น˜์ฃผ - ๋งค์ˆ˜ ์ „๋žต ์Šค์ฝ”์–ด: 67.83์  (TOP30 ์ค‘ 1์œ„) - ํ˜„์žฌ๊ฐ€: 15,220์› | ๋“ฑ๋ฝ๋ฅ : +2.01% | ์‹œ๊ฐ€์ด์•ก: 64,598์–ต์› - ์ฃผ์š” ์ง€ํ‘œ: PBR 0.73 | PER 12.61 | ROE 5.8% | ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 85.2% ๐Ÿ“Œ ๋งค์ˆ˜ ๊ทผ๊ฑฐ (ํŒฉํŠธ ๊ธฐ๋ฐ˜ ์ˆ˜๊ธ‰ ๋ถ„์„): - ์••๋„์  ๊ธฐ๊ด€ ์ˆœ๋งค์ˆ˜: 10๋งŒ์ฃผ ์ด์ƒ ๊ธฐ๊ด€ ๋งค์ง‘(108,659์ฃผ) ์ง„ํ–‰ ์ค‘์œผ๋กœ ์•ˆ์ •์  ์ˆ˜๊ธ‰ ๊ตฌ์กฐ ํ™•๋ณด - ์ดˆ์ €PBR ๊ฐ€์น˜์ฃผ ๋ฉ”๋ฆฌํŠธ: PBR 0.73๋ฐฐ๋กœ ์ฒญ์‚ฐ๊ฐ€์น˜ ๋Œ€๋น„ 27% ํ• ์ธ, ์žฅ๋ถ€๊ฐ€(20,826์›) ๋Œ€๋น„ 26.9% ์ €ํ‰๊ฐ€ - ์™ธ๊ตญ์ธ ์ดˆ๊ณ ๋ณด์œ ์œจ: 85.2% ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ์€ TOP30 ์ค‘ ์ตœ๊ณ  ์ˆ˜์ค€์œผ๋กœ ์ค‘์žฅ๊ธฐ ์‹ ๋ขฐ๋„ ์šฐ์ˆ˜ - 52์ฃผ ๋ฐด๋“œ ์ƒ๋‹จ ์ ‘๊ทผ: 52์ฃผ ์Šค์ฝ”์–ด 81์ , ์—ฐ๊ณ ์ (18,800์›) ๋Œ€๋น„ 19% ํ•˜๋ฝ ๊ตฌ๊ฐ„์—์„œ ๋ฐ˜๋“ฑ ๋ชจ๋ฉ˜ํ…€ ํฌ์ฐฉ - ๋ฐฐ๋‹น ์•ˆ์ •์„ฑ: ํ†ต์‹  ์„นํ„ฐ ํŠน์„ฑ์ƒ ํ˜„๊ธˆํ๋ฆ„ ์•ˆ์ •์ , ์ค‘์žฅ๊ธฐ ๋ฐฐ๋‹น ๋ฉ”๋ฆฌํŠธ ์กด์žฌ โš ๏ธ ๋ฆฌ์Šคํฌ ์š”์ธ: - ROE 5.8%๋กœ ๊ธˆ์œต์ฃผ ๋Œ€๋น„ ์ˆ˜์ต์„ฑ์€ ๋‚ฎ์€ ํŽธ์ด๋ฉฐ, ๊ฐญ ์ƒ์Šน๋ฅ  0.1%๋กœ ๋‹จ๊ธฐ ๋ชจ๋ฉ˜ํ…€์€ ์ œํ•œ์  ๐Ÿ’ผ ์‹ค์ „ ๋งค๋งค ๊ฐ€์ด๋“œ - 1์ฐจ ์ง„์ž… ํ˜„์žฌ๊ฐ€(15,220์›)์— ๋ฐฐ์ • ๊ธˆ์•ก์˜ 50% ์ฆ‰์‹œ ๋งค์ˆ˜ - 2์ฐจ ๋ถ„ํ•  ๋ˆŒ๋ฆผ๋ชฉ 14,763์› ๋„๋‹ฌ ์‹œ ๋‚จ์€ 50% ๋งค์ˆ˜ ๐ŸŽฏ ๋ชฉํ‘œ๊ฐ€: 16,742์› (+10.0%) ๐Ÿšจ ์†์ ˆ๊ฐ€: 14,155์› (-7.0%) โฑ๏ธ ์˜ˆ์ƒ ๋ณด์œ  ๊ธฐ๊ฐ„: 2~3์ฃผ (์žฅ๊ธฐ ๋ฆฌ๋ฐธ๋Ÿฐ์‹ฑ) --- 2๏ธโƒฃ ์‹ ํ•œ์ง€์ฃผ (055550) - KOSPI | ์ „๋žตA ๋Œ€ํ˜•๊ฐ€์น˜์ฃผ - ๋งค์ˆ˜ ์ „๋žต ์Šค์ฝ”์–ด: 66.96์  (TOP30 ์ค‘ 2์œ„) - ํ˜„์žฌ๊ฐ€: 106,200์› | ๋“ฑ๋ฝ๋ฅ : +2.51% | ์‹œ๊ฐ€์ด์•ก: 498,556์–ต์› - ์ฃผ์š” ์ง€ํ‘œ: PBR 0.88 | PER 10.54 | ROE 8.3% | ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 62.24% ๐Ÿ“Œ ๋งค์ˆ˜ ๊ทผ๊ฑฐ (ํŒฉํŠธ ๊ธฐ๋ฐ˜ ์ˆ˜๊ธ‰ ๋ถ„์„): - ๊ธˆ์œต์ฃผ ๋ฐ˜๋“ฑ ์‚ฌ์ดํด ์ง„์ž…: 52์ฃผ ์Šค์ฝ”์–ด 94์ ์œผ๋กœ ์—ฐ๊ณ ์ (113,300์›) ๋ถˆ๊ณผ 6.3% ํ•˜๋‹จ, ๊ธฐ์ˆ ์  ๋ŒํŒŒ ์ž„๋ฐ• - ๋ฐธ๋ฅ˜์—์ด์…˜ ๋งค๋ ฅ: PBR 0.88๋ฐฐ, PER 10.54๋ฐฐ๋กœ ๊ธˆ์œต์ฃผ ํ‰๊ท  ๋Œ€๋น„ ์ €ํ‰๊ฐ€, ROE 8.3%๋กœ ์•ˆ์ •์  ์ˆ˜์ต์„ฑ - ๊ธฐ๊ด€ ๋งค์ˆ˜์„ธ ์ง€์†: 5๋งŒ์ฃผ ์ด์ƒ ๊ธฐ๊ด€ ์ˆœ๋งค์ˆ˜(50,036์ฃผ)๋กœ ๋Œ€ํ˜• ์ž๊ธˆ ์œ ์ž… ํ™•์ธ - ๊ฐญ ์ƒ์Šน ๋ชจ๋ฉ˜ํ…€: 4.2% ๊ฐญ ์ƒ์Šน ์ถœ๋ฐœ๋กœ ๋‹จ๊ธฐ ๊ธฐ์ˆ ์  ๊ฐ•์„ธ ์ง€์†, ๊ฑฐ๋ž˜๋Œ€๊ธˆ 413์–ต์›์œผ๋กœ ์œ ๋™์„ฑ ํ’๋ถ€ - ์™ธ๊ตญ์ธ ์•ˆ์ • ๋ณด์œ : 62.24% ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ๋กœ ์žฅ๊ธฐ ํŽ€๋”๋ฉ˜ํ„ธ ์‹ ๋ขฐ๋„ ๋†’์Œ โš ๏ธ ๋ฆฌ์Šคํฌ ์š”์ธ: - ๊ธˆ์œต์ฃผ ์„นํ„ฐ ํŠน์„ฑ์ƒ ๊ธˆ๋ฆฌ ๋ณ€๋™์„ฑ ๋ฐ ๋ถ€๋™์‚ฐ PF ๋ฆฌ์Šคํฌ ์ƒ์กด, ๋‹จ๊ธฐ ๋ณ€๋™์„ฑ ๋Œ€๋น„ ํ•„์š” ๐Ÿ’ผ ์‹ค์ „ ๋งค๋งค ๊ฐ€์ด๋“œ - 1์ฐจ ์ง„์ž… ํ˜„์žฌ๊ฐ€(106,200์›)์— ๋ฐฐ์ • ๊ธˆ์•ก์˜ 50% ์ฆ‰์‹œ ๋งค์ˆ˜ - 2์ฐจ ๋ถ„ํ•  ๋ˆŒ๋ฆผ๋ชฉ 103,014์› ๋„๋‹ฌ ์‹œ ๋‚จ์€ 50% ๋งค์ˆ˜ ๐ŸŽฏ ๋ชฉํ‘œ๊ฐ€: 116,820์› (+10.0%) ๐Ÿšจ ์†์ ˆ๊ฐ€: 98,766์› (-7.0%) โฑ๏ธ ์˜ˆ์ƒ ๋ณด์œ  ๊ธฐ๊ฐ„: 2~3์ฃผ (์žฅ๊ธฐ ๋ฆฌ๋ฐธ๋Ÿฐ์‹ฑ) --- 3๏ธโƒฃ ๋Œ€ํ•œํ•ญ๊ณต (003490) - KOSPI | ์ „๋žตA ๋Œ€ํ˜•๊ฐ€์น˜์ฃผ - ๋งค์ˆ˜ ์ „๋žต ์Šค์ฝ”์–ด: 65.22์  (TOP30 ์ค‘ 3์œ„) - ํ˜„์žฌ๊ฐ€: 27,200์› | ๋“ฑ๋ฝ๋ฅ : +1.12% | ์‹œ๊ฐ€์ด์•ก: 100,156์–ต์› - ์ฃผ์š” ์ง€ํ‘œ: PBR 0.92 | PER 12.88 | ROE 7.1% | ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 46.11% ๐Ÿ“Œ ๋งค์ˆ˜ ๊ทผ๊ฑฐ (ํŒฉํŠธ ๊ธฐ๋ฐ˜ ์ˆ˜๊ธ‰ ๋ถ„์„): - ํญ๋ฐœ์  ๊ธฐ๊ด€ ๋งค์ง‘: 37๋งŒ์ฃผ ์ด์ƒ ๊ธฐ๊ด€ ์ˆœ๋งค์ˆ˜(372,929์ฃผ)๋กœ TOP30 ์ค‘ ์ตœ๋Œ€ ๊ทœ๋ชจ ๋งค์ˆ˜์„ธ ํฌ์ฐฉ - ๋Œ€ํ˜• ๊ฑฐ๋ž˜๋Œ€๊ธˆ: 376์–ต์› ๊ฑฐ๋ž˜๋Œ€๊ธˆ์œผ๋กœ ์œ ๋™์„ฑ ์ตœ์ƒ๊ธ‰, 138๋งŒ์ฃผ ๊ฑฐ๋ž˜๋Ÿ‰์œผ๋กœ ์ˆ˜๊ธ‰ ์•ˆ์ •์„ฑ ํ™•๋ณด - ์ €PBR ํ•ญ๊ณต์ฃผ ํŠน์ˆ˜: PBR 0.92๋ฐฐ๋กœ ์žฅ๋ถ€๊ฐ€(29,659์›) ๋Œ€๋น„ 8.3% ์ €ํ‰๊ฐ€, ์—…ํ™ฉ ๊ฐœ์„  ์‹œ ๋ฐธ๋ฅ˜์—… ๊ธฐ๋Œ€ - 52์ฃผ ๋ฐด๋“œ ์ค‘์ƒ๋‹จ: 52์ฃผ ์Šค์ฝ”์–ด 87์ ์œผ๋กœ ์—ฐ๊ณ ์ (31,200์›) ๋Œ€๋น„ 12.8% ํ•˜๋ฝ ๊ตฌ๊ฐ„, ์žฌ์ƒ์Šน ์—ฌ๋ ฅ ์ถฉ๋ถ„ - ์—…ํ™ฉ ํšŒ๋ณต ๊ธฐ๋Œ€: ํ•ญ๊ณต ์ˆ˜์š” ํšŒ๋ณต ์‚ฌ์ดํด ์ง„์ž… ์‹œ ์‹ค์  ๊ฐœ์„  ๋ชจ๋ฉ˜ํ…€ ์กด์žฌ โš ๏ธ ๋ฆฌ์Šคํฌ ์š”์ธ: - ์œ ๊ฐ€ ๋ฐ ํ™˜์œจ ๋ณ€๋™์„ฑ์— ๋ฏผ๊ฐํ•œ ์—…์ข… ํŠน์„ฑ์ƒ ์™ธ๋ถ€ ๋ณ€์ˆ˜ ์˜ํ–ฅ ํฌ๋ฉฐ, ROE 7.1%๋กœ ์ˆ˜์ต์„ฑ์€ ํ‰๋ฒ”ํ•œ ์ˆ˜์ค€ ๐Ÿ’ผ ์‹ค์ „ ๋งค๋งค ๊ฐ€์ด๋“œ - 1์ฐจ ์ง„์ž… ํ˜„์žฌ๊ฐ€(27,200์›)์— ๋ฐฐ์ • ๊ธˆ์•ก์˜ 50% ์ฆ‰์‹œ ๋งค์ˆ˜ - 2์ฐจ ๋ถ„ํ•  ๋ˆŒ๋ฆผ๋ชฉ 26,384์› ๋„๋‹ฌ ์‹œ ๋‚จ์€ 50% ๋งค์ˆ˜ ๐ŸŽฏ ๋ชฉํ‘œ๊ฐ€: 29,920์› (+10.0%) ๐Ÿšจ ์†์ ˆ๊ฐ€: 25,296์› (-7.0%) โฑ๏ธ ์˜ˆ์ƒ ๋ณด์œ  ๊ธฐ๊ฐ„: 2~3์ฃผ (์žฅ๊ธฐ ๋ฆฌ๋ฐธ๋Ÿฐ์‹ฑ) 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„(LG์œ ํ”Œ๋Ÿฌ์Šค) 40% / 2์œ„(์‹ ํ•œ์ง€์ฃผ) 35% / 3์œ„(๋Œ€ํ•œํ•ญ๊ณต) 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: 3์ผ ํ›„ ์ˆ˜๊ธ‰ ๋ฐ ํ€€ํŠธ์Šค์ฝ”์–ด ์žฌํ‰๊ฐ€ ํ›„ ์กฐ์ •, ์‹ ๊ทœ ์ง„์ž… ์ข…๋ชฉ์€ ๊ธฐ์กด ๋น„์ค‘ ์ถ•์†Œ ํ›„ ํŽธ์ž… 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” ๊ด€์ฐฐ ๋ฐ ๋Œ€๊ธฐ ์ข…๋ชฉ (์กฐ๊ฑด ๋ฏธ๋‹ฌ ์‚ฌ์œ ) 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” 4์œ„ - ํ•˜๋‚˜๊ธˆ์œต์ง€์ฃผ (086790): ํ€€ํŠธ์Šค์ฝ”์–ด 65.22์ , PBR 0.8๋ฐฐ/ROE 8.6% ์šฐ์ˆ˜ํ•˜๋‚˜ ์‹ ํ•œ์ง€์ฃผ์™€ ์„นํ„ฐ ์ค‘๋ณต์œผ๋กœ ๋ถ„์‚ฐ ์ธก๋ฉด์—์„œ ์ œ์™ธ 5์œ„ - ํ˜„๋Œ€ํ•ด์ƒ (001450): ํ€€ํŠธ์Šค์ฝ”์–ด 64.35์ , PBR 0.57๋ฐฐ/ROE 17.3% ์ตœ๊ณ  ์ˆ˜์ค€์ด๋‚˜ ์‹œ์ด 3.2์กฐ๋กœ ์†Œํ˜•์ฃผ ๋ฆฌ์Šคํฌ ์กด์žฌ, ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 38.16%๋กœ ์ƒ๋Œ€์ ์œผ๋กœ ๋‚ฎ์Œ 13์œ„ - ์„œ๋ถ€T&D (006730): ํ€€ํŠธ์Šค์ฝ”์–ด 51.82์ , KOSDAQ ์ตœ๊ณ  ๊ฑฐ๋ž˜๋Œ€๊ธˆ(511์–ต์›) ๋ชจ๋ฉ˜ํ…€ ์šฐ์ˆ˜ํ•˜๋‚˜ 52์ฃผ ์Šค์ฝ”์–ด 53์ ์œผ๋กœ ๊ธฐ์ˆ ์  ์œ„์น˜ ๋ถˆ๋ฆฌ, ์ „๋žตB ๋‹จ๊ธฐ ๋ณ€๋™์„ฑ ๊ณ ๋ ค ์‹œ TOP3 ์ง„์ž… ์ œ์™ธ KOSDAQ ์ „๋žตB ์ข…๋ชฉ๊ตฐ (17~30์œ„): ๋Œ€๋ถ€๋ถ„ volRatio 0~1 ์ˆ˜์ค€ + ์žฌ๋ฌด์ง€ํ‘œ null ๋ฐ์ดํ„ฐ๋กœ ์‹ ๋ขฐ๋„ ํŒ๋‹จ ์–ด๋ ค์›€, ๊ฑฐ๋ž˜๋Œ€๊ธˆ ๊ธ‰์ฆ์€ ํ™•์ธ๋˜๋‚˜ ์ž‘์ „์ฃผ ๋ฆฌ์Šคํฌ ๋ฐฐ์ œ ๋ถˆ๊ฐ€๋กœ ๊ด€์ฐฐ ๋Œ€๊ธฐ ํŽธ์ž… 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“Š ์ข…ํ•ฉ ์‹œ์žฅ ์ฝ”๋ฉ˜ํŠธ 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” ๊ธˆ์œต/๋ณดํ—˜ ์„นํ„ฐ ์šฐ์œ„ ์žฅ์„ธ: ์˜ค๋Š˜ TOP30์€ ์‹ ํ•œ์ง€์ฃผ, ํ•˜๋‚˜๊ธˆ์œต์ง€์ฃผ, ์šฐ๋ฆฌ๊ธˆ์œต์ง€์ฃผ, DB์†ํ•ด๋ณดํ—˜, ํ˜„๋Œ€ํ•ด์ƒ ๋“ฑ ๊ธˆ์œต์ฃผ๊ฐ€ ์ƒ์œ„๊ถŒ ์ง‘์ค‘ ๋ฐฐ์น˜๋˜๋ฉฐ ์ €PBR+๊ณ ROE ๊ฐ€์น˜์ฃผ ์„ ํ˜ธ ๋šœ๋ ท. 52์ฃผ ๋ฐด๋“œ ์ƒ๋‹จ(90์  ์ด์ƒ) ์ข…๋ชฉ ๋‹ค์ˆ˜๋กœ ๊ธฐ์ˆ ์  ๋ŒํŒŒ ์ž„๋ฐ• ๊ตญ๋ฉด. KOSDAQ ๋ชจ๋ฉ˜ํ…€ ์ข…๋ชฉ ์ฃผ์˜: ์ „๋žตB ์ข…๋ชฉ ๋Œ€๋ถ€๋ถ„ volRatio 0~1 + ์žฌ๋ฌด์ง€ํ‘œ ๋ถ€์žฌ๋กœ ๋ฐ์ดํ„ฐ ์‹ ๋ขฐ๋„ ๋‚ฎ์Œ. ๊ฑฐ๋ž˜๋Œ€๊ธˆ ๊ธ‰์ฆ์€ ํ™•์ธ๋˜๋‚˜ ์ž‘์ „์ฃผ ๋ฆฌ์Šคํฌ ๋ฐฐ์ œ ์–ด๋ ค์›Œ ์‹ค์ „ ํˆฌ์ž… ์ œ์™ธ, ๋‹จ๊ธฐ ๊ด€์ฐฐ ํ›„ ์žฌํ‰๊ฐ€ ํ•„์š”. ์ถ”์ฒœ ์ „๋žต: ์˜ค๋Š˜์€ ์ „๋žตA ๋Œ€ํ˜• ๊ฐ€์น˜์ฃผ ์ง‘์ค‘ ๋ฐฐ์น˜๊ฐ€ ์•ˆ์ „. LG์œ ํ”Œ๋Ÿฌ์Šค(ํ†ต์‹ ), ์‹ ํ•œ์ง€์ฃผ(๊ธˆ์œต), ๋Œ€ํ•œํ•ญ๊ณต(ํ•ญ๊ณต) 3๊ฐœ ์„นํ„ฐ ๋ถ„์‚ฐ์œผ๋กœ ๋ฆฌ์Šคํฌ ํ—ท์ง€ํ•˜๋ฉฐ, ๋ชจ๋‘ ๊ธฐ๊ด€ ์ˆœ๋งค์ˆ˜+์™ธ๊ตญ์ธ ๊ณ ๋ณด์œ  ์ข…๋ชฉ์œผ๋กœ ์ค‘์žฅ๊ธฐ ์•ˆ์ •์„ฑ ํ™•๋ณด. 2~3์ฃผ ๋ณด์œ  ํ›„ ๋ชฉํ‘œ๊ฐ€ ๋„๋‹ฌ ์‹œ 50% ์ต์ ˆ ํ›„ ํŠธ๋ ˆ์ผ๋ง ์ „๋žต ๊ถŒ์žฅ. 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” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ๋ชจ๋“  ํˆฌ์ž ํŒ๋‹จ๊ณผ ์ฑ…์ž„์€ ํˆฌ์ž์ž ๋ณธ์ธ์—๊ฒŒ ์žˆ์Šต๋‹ˆ๋‹ค. #์ฃผ์‹ #ํ€€ํŠธ #ํ€€ํŠธํˆฌ์ž #์‚ผ์„ฑ์ „์ž #์ฝ”์ธ

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