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̽  2021 : TV Բϴ  2021 ֽĽ


̽ 2021 : TV Բϴ 2021 ֽĽ

<ѿ>,<ȿ>,<̴ټ>,<ȿ>,<ȯ> | 2

Ⱓ
2020-11-25
ePub
뷮
53 M
PCƮºPC
Ȳ
2, 0, 0
å α׷ ġ ȵǽó?å α׷  ġ
 Ұ
 Ұ
ټ

 Ұ

2021, ο ֵָ غ϶!

85 , ȸ 1 5000 ȸ
о е 1 Ʃ Բ Ʈ
ڡڡڡڡ 2021, ϱ ݵ о å ڡڡڡڡ

2020 ׾߸ ʾ ֽ dz ش. ൵ , δ ε굵 ȾƼ ֽĿ پ, ޾Ƽ ڸ ߴ. 2020 ݱ⿡ ̹ ֽ ŷ 2019 ŷ پѾ. ڽ ƽߴ. ڷγ19 ũ 3 ڽ 2090Ʈ 1439Ʈ Ұ 11 30% Ѱ ߴ. ߾ ȭ å ô ȸ 帧 , 11  2500Ʈ Ѿ ְ ִ.
2020 û ֽĽ 2021⿡  ɱ? 2018 ߴ ̷? 2020 ֵߴ ӵɱ? ѱ ֽ ϱ, ƴϸ ϱ? ڵ ߽ ٶ󺸰,  ؾ ұ?
׷̾ ֽĽ ΰ ̽ ϡ̶ ȭؼ ǥߴ. Ȳ ̷ٰ ٰ ÷ ٲٰ ϴ ó ֽĽ嵵 ؼ ٲٴ ִٴ ̴. Ǹ ŭ ϴٰ ո ֽ ġ ݿϱ⵵ ϴ ֽĽ̴. 忡 Ӿ ɰ ʿ . å ̽ 2021 ׷ ȹ Ʈ. ȭϴ ֽĽ 帧 мϰ ո ȳ, 5 ¡ м Ҵ.
85 , ȸ 1 5000 ȸ ̸ о е 1 Ʃ Ȱ ̽ ְ ¤ִ ̹ ִ. å ڵ ̴. ݵ޴μ, Žð мμ м ׸ ϼ ڵ ̺ Ŀμ, ̵ ſ ü̸鼭 ְ 2021 ֽĽ ϰ  ƾ ϴ پ ش ش.


ֵ Ⱑ ۵ƴ!
5 ϴ ȭ ٽɿ ϴ

 ֽ ƿ? û ֽ,  ɱ? δ ſ? ֽڸ ϴ ̵ ̴. 2020 Ư а̿ ȭǸ鼭 忡 ̱߰⵵ ߴ. Ư 3 Ŀ ¿ ޹ݵϸ鼭 ø ڵ ־. ׷ ٰ ο Ұ ϵ ¡ ̴. ׶ 󰡱 ۵ ִ. ִ ֽ ־ Ǵ, Ȱ ϴ, ͷ ϴ ̴.
ڸ Ϸ , , ȭ å  ˾ƾ ͵ ѵ ƴϴ. ߿ ϱ? å ڵ ָϴ ִ. ٷ ֵ֡. ִֵ ״ ٸ Ȥ е ͷ ν ֵϴ 塯 Ѵ. ֵָ Ÿ̹ ϸ Ÿ ʾƵ ͷ ֵ ã⿡ ø.
׷ٸ, 츮 ָؾ ִֵ ϱ?  ֵָ ؾ ϴ ɱ? ֵ BBIG(̿, ͸, ͳ, ) Ȥ , Ʈ ص ڸ Ѱ ? å DSڻ ѿ ֵ Ⱑ ۵ǰ ִ١ Ѵ. δ 常 ƴ϶ ͷ Ȥ µǴ ֵ ̸, ׷ Żϴ ܰ ߴ١ ̴.
KB ȿ ֵ֡ м ſ ְ Ѵ. ְֵ  ִ ٺ ִֵ ̰ δ ָؾ ϴ ƴ ٰſ ģϰ ش. ȿ ̷ Ѵ. , 𿡡 ұ? ⼭ Ʈ ãƶ. 2021 ֵֿ ĥ ̴. ĺȭ ܼ ƴ϶ ް Ʈ塯 ִٰ Ѵ. ߿ ȭ а, ȭ ٽɿ ϴ ̴. å ̽ 2021 ãư .

ְ  ,  ұ?
ݵ Ȯؾ 15

̽ 2021 ټ ڵ ٸ 帧 ϰ ִٴ ̷ο Ʈ ִ. ڵ پ ֽĽ ٶ ְ ν ϴ Ʈ о ֵ ϱ ̴.
ֽĽ忡 ( 弼), ( 弼), ( 弼), ܿ( 弼)̶ ȭ Ѵ. 2020 ֽĽ 弼, 2021 弼 ̴. ޸ ̴ټ ֽĽ ϴ ٸ ð ָ鼭 弼 弼 ʸ ְ, 2021 弼 غ ش.
ϴ ͷ ã ֽĽ忡 ͡ ִ. ̷ ֽĽ忡  ̼ ΰ? ɼǡ 𵨷 ̵ ãƺ. SK ȿ ֽ ο ̼ ɼǡ Ұϸ鼭 ֽĽ Ȯϰ ְ, ٸ غ ֵ ش.
ڵ å ṵ̈ Ʈ ִ ̴ ̺Ʈ ȯ Ұϴ 2021 15̴. ״ ѱ ô õ 弼 信  . ؾ ¿  ϴ ̴١, 2021 ݵ Ȯؾ ݵü, Ʈ, 2, , ڵ, Ʈ , , CMO( Ź), K-, Ȩڳ, ⹰, ̴ LED, ǰɽǰ, ̿?, 繫 ڵȭ ϳ ¤ְ, ֿ õ ٿش.
2021  Ƣ ̽ ϡ ƹ 𸥴. ճ ⿡ å ̶ . ׷ ͷ ϸ ο յ ڶ, ùٸ غ ϴ åŭ ϰ ̵ ̴. ε 긶翡 ̽ķ ⸦ ٶ.

ڼҰ

DSڻ뿡 ֽĿ뺻 ð ִ ݵŴ. ڱ 翡 ռƮ(Long-short)ݵ, ֽ ݵ, ݵ , ݵ带 ϰ ִ. 2005 ̵̻(Buy-side) ݵŴθ Ȱϰ , ֽĽ忡 ڻ غ ִ 򰡹޴´. 2020 ѹαݵ κ ׸ ι ݵŴ ߴ.

縮 յΰ ؾ ̵

1 츮 ؾ Ȯϴ _ ѿ
忡 ݵ ؾ ڱ⸸
[2020 ֽĽ ] ϶
? G2 ΰ, ΰ?
? غ ΰ?
? ߴ
? 2020 ֽĽ Ư¡, 򸲡
? ߼
[2021 Ʈ]  ΰ?
? ū ٱ, ڸ(New Korea)
? ӵ ̴
? ̹ ٲ, ⿡ ִ
? ο , ̱ 뼱
? ѱ , ƴϴ
? ũ:
⼺ ̹ ִ

2 ֵָ ϴ°? _ ȿ
ֵֿ ؾ ϴ°?
? 1: е ͷ
? 2: Ĺ ٿ
? 1998 Ϻ ¤ ֵ
ְֵ ?
? µ üũؾ ϴ
? ޿ , ڷ üũ
?  ǥ ֵָ ˷ٱ?
? 𿡼 ڰ þ ִ°?
? ȯ Ǵ ǥ,
ִֵ ΰ?
? 2008 GDP ȭ Ʈ
? Ǽ Ը ߿ 깰
? Ŀø ϱ?
δ , 𿡡 ΰ?
? 2021⿡ ӵ
? ĥ
? ̹ ִ
? , а ִ 2020
? 2021 3 üũ Ʈ

3 ڵ ȭ غؾ _ ̴ټ
ֽĽ
? ȯ Ǵ ֽ 弼 4
? 2020 ֽĽ 弼
? 2021, 弼 ȭ ɼ?
弼 ȯ ,  ȭ ñ?
? [ 弼(2008 ~2010 ݱ)] īƮ dz ڹ 7֡
? [ 弼(2010 Ϲݱ~2011 )] 7ְ Ӱ ȭ
2021 弼 غ
? [Ӱ ] ڵ, ȭ, ݵü
? [ ֵ ߿ غ ͵] Ʈ

4 ֽ ô, ο ̼ º϶ _ ȿ
ڷγ19 ⿡ ء
? ڻ ְ
? ְ , ƴ ݸ غ
? ִ Ͱ
? ݸ, ʾƵ ȿ ִ?
ڵ ൿ ٲ
? ڸ ϴ
? ϵ ͡ ͡
ֽĽ ͡ ٱ?
? ֽĿ Ǵ ݸ
? ڽǰ 򰡹޴
? PBR 1谡 ǹ
ο ġ , ɼǡ
? ɼ ϱ 3
? ɼ ֽ vs. ɼ ƴ ֽ
? ɼ ֽĵ
? ɼ ǰ ȯ

5  ,  ұ? _ ȯ
ϰ ؾ 2021 15
? [ݵü] Ȯ 1
? [Ʈ] Ʈ Ʈ 3
? [2] ͸ ڰ ΰ?
? [] ǽ ְ ġ
? [ڵ] 忡
? [Ʈ ] ڷγ19 ô ִ ͵
? [ ] ް Ʈ尡
? [CMO( Ź)] ޼ӵ Ŀ ִ CMO
? [K-] ۷ι ϴ ѱ , ,
? [Ȩڳ] ׸, ȯ氡Ż, HMR Ȩڳ ȴ
? [⹰] ѵ
? [̴ LED]  2022 㺸
? [ǰɽǰ] , ְ OEM
? [̿?] ݺ Ư¡ ȣȲ ɼ
? [繫 ڵȭ(RPA)] 30% ̻ Ǵ

ټ

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