@sebmartin20: 3 wins in a row. Itโ€™s been so longโ€ฆ๐Ÿ‘€๐Ÿ‘ป #tottenham #footballvideo #football #PremierLeague #FootballTikTok

SebOnFootball โšฝ๏ธ
SebOnFootball โšฝ๏ธ
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Friday 30 October 2026 22:01:48 GMT
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sensy2525
God comes first :
And u still call ur self a big club ๐Ÿ˜
2026-10-31 02:02:48
0
izzy_10g
Iโœžโšก๏ธ :
Spurs might win 5 in a row before United๐Ÿคฃ
2026-10-30 22:20:19
53
calumlyons_
calumlyons. :
Pretty sure we won 3 in a row in Feb 2025 ? Brentford, United and Ipswich
2026-10-30 22:16:04
5
owenf867
owf25785 :
most obvious 1-1 ever
2026-10-30 22:46:58
179
andy125481
Andrea :
If they do 5 before Utd it be hilarious
2026-10-31 00:07:22
13
pamcc20101
pamcc20101 :
This wonโ€™t end well ๐Ÿ˜‚๐Ÿ˜‚๐Ÿ˜‚
2026-10-30 22:04:32
15
tayabiqbal907
Tayab :
in 2025 we won brentford, united and ipswhich 3 in a row
2026-10-30 22:35:12
12
carolnzwalker
Carol :
tottenham hotspur tomorrow
2026-10-30 22:20:32
85
jb113529
jb11 :
spurs are back
2026-10-30 22:07:08
5
owen_stratton07
Owen :
I think as a Liverpool fan I think youโ€™ve shown in many games that you have quality and you have a good philosophy of football. Youโ€™ve dominated most games in possession and played some really good football at times this season especially vs Chelsea. I think you just need to become a more clinical and rigid side to beat. I think if you can get on a good run of form and be clinical youโ€™ll be a dangerous team
2026-10-30 22:11:38
3
tatikpo
Oscar :
Did you say you havenโ€™t won 3 games in a row since 2023? Itโ€™s 2026 almost 27
2026-10-31 01:10:43
2
ogieoriain
Ogie O Riain :
Thatโ€™s a scary statโ€ฆ.frightening reallyโ€ฆ.
2026-10-30 22:49:14
2
justjordan78936
MigKnowsBall. :
2026-10-30 22:10:54
22
reece1640
reece1640 :
For once Iโ€™m actually confident going into this game which I have not felt in ages so to have that belief means more than a win
2026-10-31 01:38:41
0
ballen7067
brook :
4 games unbeaten sounds better
2026-10-30 23:22:02
0
hershpat
Hershpat :
come let's have it
2026-10-30 22:08:35
0
whistleblower_3000
Whistleblower_3000 :
Wow Warra trophy
2026-10-30 22:05:15
0
umathonsi
uMathonsi :
I wish them well as long as United suffers ๐Ÿ˜‚
2026-10-30 22:10:24
1
kirstedyson2022
Kirste D :
COYS ๐Ÿค
2026-10-30 23:41:29
0
elidixon50
elidixon50 :
The stats will never fail to shock me
2026-10-30 22:05:47
0
hilaryutd1
Hilary ๐Ÿ’ซ :
2026-10-31 01:06:46
0
thelivesunitedruined
thelivesunitedruined :
2026-10-30 22:39:42
0
farzana4026
Farzana :
View my profile
2026-10-30 23:04:16
0
fin_lifts23
fin_lifts23 :
love you seb but we did it in 2024 ๐Ÿ˜ฃ
2026-10-30 22:08:06
1
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# ๐Ÿ“Š 2026. 9. 29. ์‹ค์ „ ํ€€ํŠธ ๋งค๋งค ๊ฐ€์ด๋“œ ๋ฆฌํฌํŠธ ## ๐Ÿ“ˆ ์‹œ์žฅ ์Šค์บ” ์š”์•ฝ - ์ „์ฒด 4302๊ฐœ โž” 1์ฐจ ํ•„ํ„ฐ 154๊ฐœ โž” ์ƒ์„ธ๋ถ„์„ 147๊ฐœ โž” TOP30 (KOSPI 15 / KOSDAQ 15) - ํ‰๊ท  ํ€€ํŠธ์Šค์ฝ”์–ด: 47.3์  | 52์ฃผ ์‹ ๊ณ ๊ฐ€ ๊ทผ์ ‘: 1๊ฐœ 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 ํ˜„๋Œ€ํ•ด์ƒ (001450) - KOSPI ์ „๋žตA ๋Œ€ํ˜•๊ฐ€์น˜์ฃผ - ๋งค์ˆ˜ ์ „๋žต ์Šค์ฝ”์–ด: 66.09์  - ํ˜„์žฌ๊ฐ€: 50,600์› | ๋“ฑ๋ฝ๋ฅ : +3.37% | ์‹œ๊ฐ€์ด์•ก: 43,136์–ต์› - ์ฃผ์š” ์ง€ํ‘œ: PBR 0.77 | PER 4.44 | ROE 17.3% | ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 39.65% ๐Ÿ“Œ ๋งค์ˆ˜ ๊ทผ๊ฑฐ (ํŒฉํŠธ ๊ธฐ๋ฐ˜ ์ˆ˜๊ธ‰ ๋ถ„์„): - TOP30 ์ค‘ ๊ฐ€์žฅ ๋†’์€ ํ€€ํŠธ์Šค์ฝ”์–ด 66.09์ ์„ ๊ธฐ๋กํ•˜๋ฉฐ ๋Œ€ํ˜• ๊ฐ€์น˜์ฃผ ์ „๋žต์˜ ํ•ต์‹ฌ ์กฐ๊ฑด์„ ๋ชจ๋‘ ์ถฉ์กฑํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 39.65%๋กœ ์•ˆ์ •์  ํˆฌ์ž์ž ๊ตฌ์กฐ๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ๊ธฐ๊ด€ ์ˆœ๋งค์ˆ˜ 28,964์ฃผ๋กœ ๊ธฐ๊ด€์˜ ์ ๊ทน์  ๋งค์ง‘์ด ํ™•์ธ๋ฉ๋‹ˆ๋‹ค. PBR 0.77์˜ ์ €ํ‰๊ฐ€ ์ƒํƒœ์—์„œ ROE 17.3%์˜ ์šฐ์ˆ˜ํ•œ ์ž๊ธฐ์ž๋ณธ์ด์ต๋ฅ ์„ ๊ธฐ๋ก ์ค‘์ด๋ฉฐ, 52์ฃผ ๊ฐ€๊ฒฉ ์œ„์น˜ 93์ ์œผ๋กœ ์ƒ์Šน ์ถ”์„ธ๊ฐ€ ๊ฒฌ๊ณ ํ•ฉ๋‹ˆ๋‹ค. ๊ฑฐ๋ž˜๋Œ€๊ธˆ 100.4์–ต์›์œผ๋กœ ์ถฉ๋ถ„ํ•œ ์œ ๋™์„ฑ์ด ํ™•๋ณด๋˜์–ด ์žˆ์Šต๋‹ˆ๋‹ค. โš ๏ธ ๋ฆฌ์Šคํฌ ์š”์ธ: - 52์ฃผ ์ตœ๊ณ ๊ฐ€ 54,700์› ๋Œ€๋น„ 7.5% ํ•˜๋‹จ์— ์œ„์น˜ํ•ด ์žˆ์–ด ๋‹จ๊ธฐ ์ €ํ•ญ ๊ตฌ๊ฐ„ ๋ŒํŒŒ ์—ฌ๋ถ€๋ฅผ ์ฃผ์‹œํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค. ๐Ÿ’ผ ์‹ค์ „ ๋งค๋งค ๊ฐ€์ด๋“œ - 1์ฐจ ์ง„์ž… ํ˜„์žฌ๊ฐ€(50,600์›)์— ๋ฐฐ์ • ๊ธˆ์•ก์˜ 50% ์ฆ‰์‹œ ๋งค์ˆ˜ - 2์ฐจ ๋ถ„ํ•  ๋ˆŒ๋ฆผ๋ชฉ 49,082์› ๋„๋‹ฌ ์‹œ ๋‚จ์€ 50% ๋งค์ˆ˜ - ๐ŸŽฏ ๋ชฉํ‘œ๊ฐ€: 55,660์› - ๐Ÿšจ ์†์ ˆ๊ฐ€: 47,058์› - โฑ๏ธ ์˜ˆ์ƒ ๋ณด์œ  ๊ธฐ๊ฐ„: 2~3์ฃผ --- ### 2๏ธโƒฃ ๋“œ๋ฆผํ… (192650) - KOSPI ์ „๋žตA ๋Œ€ํ˜•๊ฐ€์น˜์ฃผ - ๋งค์ˆ˜ ์ „๋žต ์Šค์ฝ”์–ด: 61.05์  - ํ˜„์žฌ๊ฐ€: 8,270์› | ๋“ฑ๋ฝ๋ฅ : +4.29% | ์‹œ๊ฐ€์ด์•ก: 5,449์–ต์› - ์ฃผ์š” ์ง€ํ‘œ: PBR 1.47 | PER 8,270 | ROE 0% | ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 57.9% ๐Ÿ“Œ ๋งค์ˆ˜ ๊ทผ๊ฑฐ (ํŒฉํŠธ ๊ธฐ๋ฐ˜ ์ˆ˜๊ธ‰ ๋ถ„์„): - ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 57.9%๋กœ TOP30 ์ค‘ ๊ฐ€์žฅ ๋†’์€ ์™ธ๊ตญ์ธ ์„ ํ˜ธ๋„๋ฅผ ๋ณด์ด๋ฉฐ, ๊ธฐ๊ด€ ์ˆœ๋งค์ˆ˜ 86,246์ฃผ๋กœ ๋Œ€ํ˜• ๊ธฐ๊ด€์˜ ๊ฐ•๋ ฅํ•œ ๋งค์ง‘ ํ๋ฆ„์ด ํฌ์ฐฉ๋ฉ๋‹ˆ๋‹ค. 52์ฃผ ๊ฐ€๊ฒฉ ์œ„์น˜ 91์ ์œผ๋กœ ์žฅ๊ธฐ ์ƒ์Šน ์ถ”์„ธ๊ฐ€ ํ™•๊ณ ํ•˜๋ฉฐ, ๊ฑฐ๋ž˜๋Œ€๊ธˆ 39.1์–ต์›์œผ๋กœ ์•ˆ์ •์  ๊ฑฐ๋ž˜๋Ÿ‰์„ ์œ ์ง€ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. 52์ฃผ ์ตœ์ €๊ฐ€ 3,565์› ๋Œ€๋น„ 132% ์ƒ์Šนํ•˜๋ฉฐ ๊ฐ•ํ•œ ํšŒ๋ณต์„ธ๋ฅผ ์‹œํ˜„ ์ค‘์ž…๋‹ˆ๋‹ค. โš ๏ธ ๋ฆฌ์Šคํฌ ์š”์ธ: - ROE 0%๋กœ ์ˆ˜์ต์„ฑ ์ง€ํ‘œ๊ฐ€ ์•ฝํ•˜๋ฉฐ, ์™ธ๊ตญ์ธ ๋น„์ค‘์ด ๊ณผ๋„ํ•˜๊ฒŒ ๋†’์•„ ์™ธ๊ตญ์ธ ๋งค๋„ ์‹œ ๋ณ€๋™์„ฑ ํ™•๋Œ€ ๊ฐ€๋Šฅ์„ฑ์ด ์žˆ์Šต๋‹ˆ๋‹ค. ๐Ÿ’ผ ์‹ค์ „ ๋งค๋งค ๊ฐ€์ด๋“œ - 1์ฐจ ์ง„์ž… ํ˜„์žฌ๊ฐ€(8,270์›)์— ๋ฐฐ์ • ๊ธˆ์•ก์˜ 50% ์ฆ‰์‹œ ๋งค์ˆ˜ - 2์ฐจ ๋ถ„ํ•  ๋ˆŒ๋ฆผ๋ชฉ 8,022์› ๋„๋‹ฌ ์‹œ ๋‚จ์€ 50% ๋งค์ˆ˜ - ๐ŸŽฏ ๋ชฉํ‘œ๊ฐ€: 9,097์› - ๐Ÿšจ ์†์ ˆ๊ฐ€: 7,691์› - โฑ๏ธ ์˜ˆ์ƒ ๋ณด์œ  ๊ธฐ๊ฐ„: 2~3์ฃผ --- ### 3๏ธโƒฃ ๋ธ”๋ฃจ์ฝค (033560) - KOSDAQ ์ „๋žตB ๋ชจ๋ฉ˜ํ…€ - ๋งค์ˆ˜ ์ „๋žต ์Šค์ฝ”์–ด: 58.18์  - ํ˜„์žฌ๊ฐ€: 5,050์› | ๋“ฑ๋ฝ๋ฅ : +4.45% | ์‹œ๊ฐ€์ด์•ก: 864์–ต์› - ์ฃผ์š” ์ง€ํ‘œ: PBR 0.46 | PER 5.28 | ROE 8.7% | ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 1.46% ๐Ÿ“Œ ๋งค์ˆ˜ ๊ทผ๊ฑฐ (ํŒฉํŠธ ๊ธฐ๋ฐ˜ ์ˆ˜๊ธ‰ ๋ถ„์„): - KOSDAQ ์ข…๋ชฉ ์ค‘ ๊ฐ€์žฅ ๋†’์€ ํ€€ํŠธ์Šค์ฝ”์–ด 58.18์ ์„ ๊ธฐ๋กํ•˜๋ฉฐ ๋ชจ๋ฉ˜ํ…€ ์ „๋žต์˜ ํ•ต์‹ฌ ํ›„๋ณด์ž…๋‹ˆ๋‹ค. ๊ธฐ๊ด€ ์ˆœ๋งค์ˆ˜ 15,208์ฃผ๋กœ ๊ธฐ๊ด€์˜ ์‹ ๊ทœ ์ง„์ž…์ด ํ™•์ธ๋˜๋ฉฐ, ๊ฑฐ๋ž˜๋Œ€๊ธˆ 1,090.5์–ต์›์œผ๋กœ ๊ธ‰๊ฒฉํ•œ ์œ ๋™์„ฑ ์ฆ๊ฐ€๊ฐ€ ํฌ์ฐฉ๋ฉ๋‹ˆ๋‹ค. PBR 0.46์œผ๋กœ ์ €ํ‰๊ฐ€ ๊ตฌ๊ฐ„์ด๋ฉฐ ROE 8.7%์˜ ์•ˆ์ •์  ์ˆ˜์ต์„ฑ์„ ์œ ์ง€ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. 52์ฃผ ๊ฐ€๊ฒฉ ์œ„์น˜ 92์ ์œผ๋กœ ๊ณ ์  ๊ทผ์ ‘ ์ƒ์Šน์„ธ๋ฅผ ๋ณด์ด๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. โš ๏ธ ๋ฆฌ์Šคํฌ ์š”์ธ: - ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 1.46%๋กœ ์™ธ๊ตญ์ธ ์ฐธ์—ฌ๊ฐ€ ์ €์กฐํ•˜๋ฉฐ, ์ค‘์†Œํ˜• KOSDAQ ํŠน์„ฑ์ƒ ๋ณ€๋™์„ฑ์ด ๋†’์•„ ๋‹จ๊ธฐ ๋งค๋งค ์›์น™์„ ์—„์ˆ˜ํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค. ๐Ÿ’ผ ์‹ค์ „ ๋งค๋งค ๊ฐ€์ด๋“œ - 1์ฐจ ์ง„์ž… ํ˜„์žฌ๊ฐ€(5,050์›)์— ๋ฐฐ์ • ๊ธˆ์•ก์˜ 50% ์ฆ‰์‹œ ๋งค์ˆ˜ - 2์ฐจ ๋ถ„ํ•  ๋ˆŒ๋ฆผ๋ชฉ 4,899์› ๋„๋‹ฌ ์‹œ ๋‚จ์€ 50% ๋งค์ˆ˜ - ๐ŸŽฏ ๋ชฉํ‘œ๊ฐ€: 5,555์› - ๐Ÿšจ ์†์ ˆ๊ฐ€: 4,697์› - โฑ๏ธ ์˜ˆ์ƒ ๋ณด์œ  ๊ธฐ๊ฐ„: 3~5์ผ 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„(ํ˜„๋Œ€ํ•ด์ƒ) 40% / 2์œ„(๋“œ๋ฆผํ…) 35% / 3์œ„(๋ธ”๋ฃจ์ฝค) 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) --- ## ๐Ÿ” ๊ด€์ฐฐ ๋ฐ ๋Œ€๊ธฐ ์ข…๋ชฉ (์กฐ๊ฑด ๋ฏธ๋‹ฌ ์‚ฌ์œ ) - ์ฝ”๋ฆฌ์•ˆ๋ฆฌ (003690): ํ€€ํŠธ์Šค์ฝ”์–ด 57.39์ ์œผ๋กœ ์šฐ์ˆ˜ํ•˜๋‚˜ ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 26.42%๋กœ ์ƒ์œ„ ์ข…๋ชฉ ๋Œ€๋น„ ์•ˆ์ •์„ฑ์ด ๋‹ค์†Œ ๋ถ€์กฑํ•˜์—ฌ 4์œ„๋กœ ๋ถ„๋ฅ˜ - ๋‚จํ™”ํ† ๊ฑด (091590): ๊ธฐ๊ด€ ์ˆœ๋งค์ˆ˜ 25,402์ฃผ๋กœ ๊ฐ•ํ•œ ๋งค์ง‘์„ธ๊ฐ€ ํ™•์ธ๋˜๋‚˜ 52์ฃผ ๊ฐ€๊ฒฉ ์œ„์น˜ 53์ ์œผ๋กœ ์žฅ๊ธฐ ์ถ”์„ธ ์‹ ๋ขฐ๋„๊ฐ€ ๋‚ฎ์•„ ์ œ์™ธ - ๋„ค์˜คํŒœ (092730): ROE 13.9%, ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 26.49%๋กœ ์–‘ํ˜ธํ•˜๋‚˜ ํ€€ํŠธ์Šค์ฝ”์–ด 51.82์ ์œผ๋กœ TOP3 ์ง„์ž… ๊ธฐ์ค€ ๋ฏธ๋‹ฌ 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 #์ฝ”์ธ #์‚ผ์„ฑ์ „์ž #fyp
# ๐Ÿ“Š 2026. 9. 29. ์‹ค์ „ ํ€€ํŠธ ๋งค๋งค ๊ฐ€์ด๋“œ ๋ฆฌํฌํŠธ ## ๐Ÿ“ˆ ์‹œ์žฅ ์Šค์บ” ์š”์•ฝ - ์ „์ฒด 4302๊ฐœ โž” 1์ฐจ ํ•„ํ„ฐ 154๊ฐœ โž” ์ƒ์„ธ๋ถ„์„ 147๊ฐœ โž” TOP30 (KOSPI 15 / KOSDAQ 15) - ํ‰๊ท  ํ€€ํŠธ์Šค์ฝ”์–ด: 47.3์  | 52์ฃผ ์‹ ๊ณ ๊ฐ€ ๊ทผ์ ‘: 1๊ฐœ 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 ํ˜„๋Œ€ํ•ด์ƒ (001450) - KOSPI ์ „๋žตA ๋Œ€ํ˜•๊ฐ€์น˜์ฃผ - ๋งค์ˆ˜ ์ „๋žต ์Šค์ฝ”์–ด: 66.09์  - ํ˜„์žฌ๊ฐ€: 50,600์› | ๋“ฑ๋ฝ๋ฅ : +3.37% | ์‹œ๊ฐ€์ด์•ก: 43,136์–ต์› - ์ฃผ์š” ์ง€ํ‘œ: PBR 0.77 | PER 4.44 | ROE 17.3% | ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 39.65% ๐Ÿ“Œ ๋งค์ˆ˜ ๊ทผ๊ฑฐ (ํŒฉํŠธ ๊ธฐ๋ฐ˜ ์ˆ˜๊ธ‰ ๋ถ„์„): - TOP30 ์ค‘ ๊ฐ€์žฅ ๋†’์€ ํ€€ํŠธ์Šค์ฝ”์–ด 66.09์ ์„ ๊ธฐ๋กํ•˜๋ฉฐ ๋Œ€ํ˜• ๊ฐ€์น˜์ฃผ ์ „๋žต์˜ ํ•ต์‹ฌ ์กฐ๊ฑด์„ ๋ชจ๋‘ ์ถฉ์กฑํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 39.65%๋กœ ์•ˆ์ •์  ํˆฌ์ž์ž ๊ตฌ์กฐ๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ๊ธฐ๊ด€ ์ˆœ๋งค์ˆ˜ 28,964์ฃผ๋กœ ๊ธฐ๊ด€์˜ ์ ๊ทน์  ๋งค์ง‘์ด ํ™•์ธ๋ฉ๋‹ˆ๋‹ค. PBR 0.77์˜ ์ €ํ‰๊ฐ€ ์ƒํƒœ์—์„œ ROE 17.3%์˜ ์šฐ์ˆ˜ํ•œ ์ž๊ธฐ์ž๋ณธ์ด์ต๋ฅ ์„ ๊ธฐ๋ก ์ค‘์ด๋ฉฐ, 52์ฃผ ๊ฐ€๊ฒฉ ์œ„์น˜ 93์ ์œผ๋กœ ์ƒ์Šน ์ถ”์„ธ๊ฐ€ ๊ฒฌ๊ณ ํ•ฉ๋‹ˆ๋‹ค. ๊ฑฐ๋ž˜๋Œ€๊ธˆ 100.4์–ต์›์œผ๋กœ ์ถฉ๋ถ„ํ•œ ์œ ๋™์„ฑ์ด ํ™•๋ณด๋˜์–ด ์žˆ์Šต๋‹ˆ๋‹ค. โš ๏ธ ๋ฆฌ์Šคํฌ ์š”์ธ: - 52์ฃผ ์ตœ๊ณ ๊ฐ€ 54,700์› ๋Œ€๋น„ 7.5% ํ•˜๋‹จ์— ์œ„์น˜ํ•ด ์žˆ์–ด ๋‹จ๊ธฐ ์ €ํ•ญ ๊ตฌ๊ฐ„ ๋ŒํŒŒ ์—ฌ๋ถ€๋ฅผ ์ฃผ์‹œํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค. ๐Ÿ’ผ ์‹ค์ „ ๋งค๋งค ๊ฐ€์ด๋“œ - 1์ฐจ ์ง„์ž… ํ˜„์žฌ๊ฐ€(50,600์›)์— ๋ฐฐ์ • ๊ธˆ์•ก์˜ 50% ์ฆ‰์‹œ ๋งค์ˆ˜ - 2์ฐจ ๋ถ„ํ•  ๋ˆŒ๋ฆผ๋ชฉ 49,082์› ๋„๋‹ฌ ์‹œ ๋‚จ์€ 50% ๋งค์ˆ˜ - ๐ŸŽฏ ๋ชฉํ‘œ๊ฐ€: 55,660์› - ๐Ÿšจ ์†์ ˆ๊ฐ€: 47,058์› - โฑ๏ธ ์˜ˆ์ƒ ๋ณด์œ  ๊ธฐ๊ฐ„: 2~3์ฃผ --- ### 2๏ธโƒฃ ๋“œ๋ฆผํ… (192650) - KOSPI ์ „๋žตA ๋Œ€ํ˜•๊ฐ€์น˜์ฃผ - ๋งค์ˆ˜ ์ „๋žต ์Šค์ฝ”์–ด: 61.05์  - ํ˜„์žฌ๊ฐ€: 8,270์› | ๋“ฑ๋ฝ๋ฅ : +4.29% | ์‹œ๊ฐ€์ด์•ก: 5,449์–ต์› - ์ฃผ์š” ์ง€ํ‘œ: PBR 1.47 | PER 8,270 | ROE 0% | ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 57.9% ๐Ÿ“Œ ๋งค์ˆ˜ ๊ทผ๊ฑฐ (ํŒฉํŠธ ๊ธฐ๋ฐ˜ ์ˆ˜๊ธ‰ ๋ถ„์„): - ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 57.9%๋กœ TOP30 ์ค‘ ๊ฐ€์žฅ ๋†’์€ ์™ธ๊ตญ์ธ ์„ ํ˜ธ๋„๋ฅผ ๋ณด์ด๋ฉฐ, ๊ธฐ๊ด€ ์ˆœ๋งค์ˆ˜ 86,246์ฃผ๋กœ ๋Œ€ํ˜• ๊ธฐ๊ด€์˜ ๊ฐ•๋ ฅํ•œ ๋งค์ง‘ ํ๋ฆ„์ด ํฌ์ฐฉ๋ฉ๋‹ˆ๋‹ค. 52์ฃผ ๊ฐ€๊ฒฉ ์œ„์น˜ 91์ ์œผ๋กœ ์žฅ๊ธฐ ์ƒ์Šน ์ถ”์„ธ๊ฐ€ ํ™•๊ณ ํ•˜๋ฉฐ, ๊ฑฐ๋ž˜๋Œ€๊ธˆ 39.1์–ต์›์œผ๋กœ ์•ˆ์ •์  ๊ฑฐ๋ž˜๋Ÿ‰์„ ์œ ์ง€ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. 52์ฃผ ์ตœ์ €๊ฐ€ 3,565์› ๋Œ€๋น„ 132% ์ƒ์Šนํ•˜๋ฉฐ ๊ฐ•ํ•œ ํšŒ๋ณต์„ธ๋ฅผ ์‹œํ˜„ ์ค‘์ž…๋‹ˆ๋‹ค. โš ๏ธ ๋ฆฌ์Šคํฌ ์š”์ธ: - ROE 0%๋กœ ์ˆ˜์ต์„ฑ ์ง€ํ‘œ๊ฐ€ ์•ฝํ•˜๋ฉฐ, ์™ธ๊ตญ์ธ ๋น„์ค‘์ด ๊ณผ๋„ํ•˜๊ฒŒ ๋†’์•„ ์™ธ๊ตญ์ธ ๋งค๋„ ์‹œ ๋ณ€๋™์„ฑ ํ™•๋Œ€ ๊ฐ€๋Šฅ์„ฑ์ด ์žˆ์Šต๋‹ˆ๋‹ค. ๐Ÿ’ผ ์‹ค์ „ ๋งค๋งค ๊ฐ€์ด๋“œ - 1์ฐจ ์ง„์ž… ํ˜„์žฌ๊ฐ€(8,270์›)์— ๋ฐฐ์ • ๊ธˆ์•ก์˜ 50% ์ฆ‰์‹œ ๋งค์ˆ˜ - 2์ฐจ ๋ถ„ํ•  ๋ˆŒ๋ฆผ๋ชฉ 8,022์› ๋„๋‹ฌ ์‹œ ๋‚จ์€ 50% ๋งค์ˆ˜ - ๐ŸŽฏ ๋ชฉํ‘œ๊ฐ€: 9,097์› - ๐Ÿšจ ์†์ ˆ๊ฐ€: 7,691์› - โฑ๏ธ ์˜ˆ์ƒ ๋ณด์œ  ๊ธฐ๊ฐ„: 2~3์ฃผ --- ### 3๏ธโƒฃ ๋ธ”๋ฃจ์ฝค (033560) - KOSDAQ ์ „๋žตB ๋ชจ๋ฉ˜ํ…€ - ๋งค์ˆ˜ ์ „๋žต ์Šค์ฝ”์–ด: 58.18์  - ํ˜„์žฌ๊ฐ€: 5,050์› | ๋“ฑ๋ฝ๋ฅ : +4.45% | ์‹œ๊ฐ€์ด์•ก: 864์–ต์› - ์ฃผ์š” ์ง€ํ‘œ: PBR 0.46 | PER 5.28 | ROE 8.7% | ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 1.46% ๐Ÿ“Œ ๋งค์ˆ˜ ๊ทผ๊ฑฐ (ํŒฉํŠธ ๊ธฐ๋ฐ˜ ์ˆ˜๊ธ‰ ๋ถ„์„): - KOSDAQ ์ข…๋ชฉ ์ค‘ ๊ฐ€์žฅ ๋†’์€ ํ€€ํŠธ์Šค์ฝ”์–ด 58.18์ ์„ ๊ธฐ๋กํ•˜๋ฉฐ ๋ชจ๋ฉ˜ํ…€ ์ „๋žต์˜ ํ•ต์‹ฌ ํ›„๋ณด์ž…๋‹ˆ๋‹ค. ๊ธฐ๊ด€ ์ˆœ๋งค์ˆ˜ 15,208์ฃผ๋กœ ๊ธฐ๊ด€์˜ ์‹ ๊ทœ ์ง„์ž…์ด ํ™•์ธ๋˜๋ฉฐ, ๊ฑฐ๋ž˜๋Œ€๊ธˆ 1,090.5์–ต์›์œผ๋กœ ๊ธ‰๊ฒฉํ•œ ์œ ๋™์„ฑ ์ฆ๊ฐ€๊ฐ€ ํฌ์ฐฉ๋ฉ๋‹ˆ๋‹ค. PBR 0.46์œผ๋กœ ์ €ํ‰๊ฐ€ ๊ตฌ๊ฐ„์ด๋ฉฐ ROE 8.7%์˜ ์•ˆ์ •์  ์ˆ˜์ต์„ฑ์„ ์œ ์ง€ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. 52์ฃผ ๊ฐ€๊ฒฉ ์œ„์น˜ 92์ ์œผ๋กœ ๊ณ ์  ๊ทผ์ ‘ ์ƒ์Šน์„ธ๋ฅผ ๋ณด์ด๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. โš ๏ธ ๋ฆฌ์Šคํฌ ์š”์ธ: - ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 1.46%๋กœ ์™ธ๊ตญ์ธ ์ฐธ์—ฌ๊ฐ€ ์ €์กฐํ•˜๋ฉฐ, ์ค‘์†Œํ˜• KOSDAQ ํŠน์„ฑ์ƒ ๋ณ€๋™์„ฑ์ด ๋†’์•„ ๋‹จ๊ธฐ ๋งค๋งค ์›์น™์„ ์—„์ˆ˜ํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค. ๐Ÿ’ผ ์‹ค์ „ ๋งค๋งค ๊ฐ€์ด๋“œ - 1์ฐจ ์ง„์ž… ํ˜„์žฌ๊ฐ€(5,050์›)์— ๋ฐฐ์ • ๊ธˆ์•ก์˜ 50% ์ฆ‰์‹œ ๋งค์ˆ˜ - 2์ฐจ ๋ถ„ํ•  ๋ˆŒ๋ฆผ๋ชฉ 4,899์› ๋„๋‹ฌ ์‹œ ๋‚จ์€ 50% ๋งค์ˆ˜ - ๐ŸŽฏ ๋ชฉํ‘œ๊ฐ€: 5,555์› - ๐Ÿšจ ์†์ ˆ๊ฐ€: 4,697์› - โฑ๏ธ ์˜ˆ์ƒ ๋ณด์œ  ๊ธฐ๊ฐ„: 3~5์ผ 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„(ํ˜„๋Œ€ํ•ด์ƒ) 40% / 2์œ„(๋“œ๋ฆผํ…) 35% / 3์œ„(๋ธ”๋ฃจ์ฝค) 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) --- ## ๐Ÿ” ๊ด€์ฐฐ ๋ฐ ๋Œ€๊ธฐ ์ข…๋ชฉ (์กฐ๊ฑด ๋ฏธ๋‹ฌ ์‚ฌ์œ ) - ์ฝ”๋ฆฌ์•ˆ๋ฆฌ (003690): ํ€€ํŠธ์Šค์ฝ”์–ด 57.39์ ์œผ๋กœ ์šฐ์ˆ˜ํ•˜๋‚˜ ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 26.42%๋กœ ์ƒ์œ„ ์ข…๋ชฉ ๋Œ€๋น„ ์•ˆ์ •์„ฑ์ด ๋‹ค์†Œ ๋ถ€์กฑํ•˜์—ฌ 4์œ„๋กœ ๋ถ„๋ฅ˜ - ๋‚จํ™”ํ† ๊ฑด (091590): ๊ธฐ๊ด€ ์ˆœ๋งค์ˆ˜ 25,402์ฃผ๋กœ ๊ฐ•ํ•œ ๋งค์ง‘์„ธ๊ฐ€ ํ™•์ธ๋˜๋‚˜ 52์ฃผ ๊ฐ€๊ฒฉ ์œ„์น˜ 53์ ์œผ๋กœ ์žฅ๊ธฐ ์ถ”์„ธ ์‹ ๋ขฐ๋„๊ฐ€ ๋‚ฎ์•„ ์ œ์™ธ - ๋„ค์˜คํŒœ (092730): ROE 13.9%, ์™ธ๊ตญ์ธ ์ง€๋ถ„์œจ 26.49%๋กœ ์–‘ํ˜ธํ•˜๋‚˜ ํ€€ํŠธ์Šค์ฝ”์–ด 51.82์ ์œผ๋กœ TOP3 ์ง„์ž… ๊ธฐ์ค€ ๋ฏธ๋‹ฌ 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 #์ฝ”์ธ #์‚ผ์„ฑ์ „์ž #fyp

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