๋‹ฌ๋ ฅ

1

« 2026/1 »

  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14
  • 15
  • 16
  • 17
  • 18
  • 19
  • 20
  • 21
  • 22
  • 23
  • 24
  • 25
  • 26
  • 27
  • 28
  • 29
  • 30
  • 31

๐Ÿ›๏ธ๐Ÿšจ [์†๋ณด] ๊ตญ๋ฐฉ๋ถ€ 4์ค‘์žฅ ํŒŒ๋ฉด·ํ•ด์ž„…12·3 ๋น„์ƒ๊ณ„์—„ ์—ฌํŒŒ๋กœ ๊ตฐ ์ง€ํœ˜๋ถ€ ๋Œ€์ฒญ์†Œ ๐Ÿ“‰๋ฐฉ์‚ฐๆ ช ๋ถˆํ™•์‹ค์„ฑ↑

โ„๏ธ๐Ÿ“‹ ํ•œ๋ˆˆ์— ๋ณด๋Š” ๊ตญ๋ฐฉ๋ถ€ ์ง•๊ณ„ ๊ฒฐ๊ณผ

๊ตญ๋ฐฉ๋ถ€๊ฐ€ 2025๋…„ 12์›” 29์ผ 12·3 ๋ถˆ๋ฒ• ๋น„์ƒ๊ณ„์—„ ๊ด€๋ จ ์ค‘์ง•๊ณ„๋ฅผ ๋ฐœํ‘œํ–ˆ๋‹ค. ์—ฌ์ธํ˜• ์ „ ๋ฐฉ์ฒฉ์‚ฌ๋ น๊ด€·์ด์ง„์šฐ ์ „ ์ˆ˜๋ฐฉ์‚ฌ๋ น๊ด€·๊ณ ํ˜„์„ ์ „ ์œก๊ตฐ์ฐธ๋ชจ์ฐจ์žฅ 3๋ช…์ด ํŒŒ๋ฉด ์ฒ˜๋ถ„์„ ๋ฐ›์•˜๊ณ , ๊ณฝ์ข…๊ทผ ์ „ ํŠน์ „์‚ฌ๋ น๊ด€์€ ํ•ด์ž„์œผ๋กœ ๊ฐ๊ฒฝ๋๋‹ค. ๐Ÿ›‘ ๋ฒ•๋ น์ค€์ˆ˜·์„ฑ์‹ค์˜๋ฌด ์œ„๋ฐ˜์ด ์ฃผ์š” ์‚ฌ์œ ๋กœ, ๊ตญํšŒ·์„ ๊ด€์œ„ ๋ณ‘๋ ฅ ์ถœ๋™ ์ง€ํœ˜ ์ฑ…์ž„์ด ํ•ต์‹ฌ์ด๋‹ค.msn+2โ€‹

์ธ๋ฌผ์ง์ฑ…์ฒ˜๋ถ„์ฃผ์š” ํ˜์˜ ๐Ÿ›๏ธ
์—ฌ์ธํ˜• ์ „ ๋ฐฉ์ฒฉ์‚ฌ๋ น๊ด€ ํŒŒ๋ฉด ๐Ÿšซ ๋‚ด๋ž€์ž„๋ฌด์ข…์‚ฌ·๋ณ‘๋ ฅ ์ถœ๋™
์ด์ง„์šฐ ์ „ ์ˆ˜๋ฐฉ์‚ฌ๋ น๊ด€ ํŒŒ๋ฉด ๐Ÿšซ ๊ตญํšŒ ์ง„์ž… ์ง€ํœ˜·๋ฒ• ์œ„๋ฐ˜
๊ณ ํ˜„์„ ์ „ ์œก๊ตฐ์ฐธ๋ชจ์ฐจ์žฅ ํŒŒ๋ฉด ๐Ÿšซ ๊ณ„์—„์‚ฌ๋ น๋ถ€ ์ƒํ™ฉ์‹ค ๊ตฌ์„ฑ
๊ณฝ์ข…๊ทผ ์ „ ํŠน์ „์‚ฌ๋ น๊ด€ ํ•ด์ž„ โš ๏ธ ๊ณตํฌํƒ„ ๋…ผ์˜·์ง„์‹ค ๊ทœ๋ช… ์ฐธ์ž‘ yonhapnewstv+1โ€‹
 

๐Ÿ—ณ๏ธ๐Ÿ” ์‚ฌ๊ฑด ๋ฐฐ๊ฒฝ: 12·3 ๋น„์ƒ๊ณ„์—„ ์ถœ๋™ ๋ช…๋ น ์ฒด๊ณ„

12·3 ๋น„์ƒ๊ณ„์—„ ๋‹น์‹œ ๊ตญ๋ฐฉ๋ถ€ ์žฅ๊ด€ ์ง€์‹œ๋กœ ๊ตญํšŒ·์ค‘์•™์„ ๊ด€์œ„์— ๋ณ‘๋ ฅ์ด ํˆฌ์ž…๋๋‹ค. ์—ฌ์ธํ˜•·์ด์ง„์šฐ ๋“ฑ์€ ๋‚ด๋ž€์ค‘์š”์ž„๋ฌด์ข…์‚ฌ ํ˜์˜๋กœ ์žฌํŒ ์ค‘์ด๋ฉฐ, ๊ณ ํ˜„์„์€ ๊ณ„์—„ ์ƒํ™ฉ์‹ค ์—ญํ• ๋กœ ๊ตฐ์ธ๋ณต๋ฌด๊ธฐ๋ณธ๋ฒ• ์œ„๋ฐ˜ ํŒ์ •. ๊ณฝ์ข…๊ทผ์€ ์ดˆ๊ธฐ ํŒŒ๋ฉด ์˜๊ฒฐ๋์œผ๋‚˜ ์ˆ˜์‚ฌ ํ˜‘์กฐ๋กœ ํ•ด์ž„ ๊ฐ๊ฒฝ. ์ •๋น›๋‚˜ ๋Œ€๋ณ€์ธ ๋ธŒ๋ฆฌํ•‘: "ํ—Œ๋ฒ•์งˆ์„œ ํšŒ๋ณต ๊ธฐ์—ฌ ๊ณ ๋ ค". ๊ตฐ ๋‚ด ์ •์น˜ ๊ฐœ์ž… ๋…ผ๋ž€ ์žฌ์ ํ™”๐Ÿ˜ก.yna+2โ€‹

๐Ÿ“Š๐Ÿ’น ์ฃผ์‹์‹œ์žฅ ์˜ํ–ฅ: ๋ฐฉ์‚ฐ์ฃผ ๋‹จ๊ธฐ ์••๋ ฅ

๋น„์ƒ๊ณ„์—„ ์—ฌํŒŒ๋กœ ๋ฐฉ์‚ฐ์ฃผ ๋ถˆํ™•์‹ค์„ฑ↑. ๊ณผ๊ฑฐ ๊ณ„์—„ ์‚ฌํƒœ(2024.12) ํ›„ ํ•œํ™”์—์–ด๋กœ์ŠคํŽ˜์ด์Šค(-10%)·LIG๋„ฅ์Šค์›(-8%) ๋“ฑ ๊ธ‰๋ฝ, ์ˆ˜์ถœ ์ง€์—ฐ ์šฐ๋ ค. ์ด๋ฒˆ ํŒŒ๋ฉด์€ ์ง€ํœ˜๋ถ€ ์‹ ๋ขฐ ํ•˜๋ฝ์œผ๋กœ ๊ตญ๋ฐฉ ์˜ˆ์‚ฐ ์ง‘ํ–‰ ์ง€์—ฐ ๊ฐ€๋Šฅ์„ฑ ์ œ๊ธฐ. 29์ผ ํ•œํ™”์—์–ด๋กœ 9%↑(๋Œ€๋งŒ ํ›ˆ๋ จ ์˜ํ–ฅ)์ด์ง€๋งŒ ์žฅ๊ธฐ ๋ฆฌ์Šคํฌ ๋ถ€๊ฐ. ์™ธ๊ตญ์ธ ๋งค๋„์„ธ ๊ฐ•ํ™” ์ „๋ง.news.nate+3โ€‹

๋ฐฉ์‚ฐ์ฃผ์ตœ๊ทผ ๋ณ€๋™๋ฅ ๊ณ„์—„ ์—ฌํŒŒ ์˜ํ–ฅ ๐Ÿ“‰
ํ•œํ™”์—์–ด๋กœ +9% (29์ผ) ์ˆ˜์ถœ ๊ณ„์•ฝ ์ง€์—ฐ ์šฐ๋ ค
ํ˜„๋Œ€๋กœํ…œ +5.45% ์ •์น˜ ๋ถˆ์•ˆ ๋งค๋ฌผ ์ถœํšŒ
ํ•œ๊ตญํ•ญ๊ณต์šฐ์ฃผ +6.72% ์˜ˆ์‚ฐ ์‚ญ๊ฐ ๋ฆฌ์Šคํฌ news.nate+1โ€‹
 
 

๐Ÿ”ฎ๐Ÿ“ˆ ์ฃผ์‹์‹œ์žฅ ์ „๋ง: ์ค‘์žฅ๊ธฐ ํšŒ๋ณต ๋ชจ๋ฉ˜ํ…€

๋‹จ๊ธฐ ๋ณ€๋™์„ฑ↑์ด๋‚˜ ๊ธ€๋กœ๋ฒŒ ์ˆ˜์š”(ํด๋ž€๋“œ ์ฒœ๋ฌด·์ค‘๋™)๋กœ ๋ฐฉ์‚ฐ ์‹ค์  ํ˜ธ์กฐ ์ง€์† ์ „๋ง. ํ•œ๊ตญํˆฌ์ž์ฆ๊ถŒ: "์ˆ˜์ถœ ์ฆ๊ฐ€์„ธ ๋‚ด๋…„ ์œ ์ง€, PER ๋งค๋ ฅ์ ". ํŠธ๋Ÿผํ”„ ํ–‰์ •๋ถ€ ๊ตญ๋ฐฉ ์˜ˆ์‚ฐ ํ™•๋Œ€ ํ˜ธ์žฌ. ํˆฌ์ž ํŒ: ํ•œํ™”์—์–ด๋กœ(2026 PER 11.3๋ฐฐ) ์„ ํ˜ธ, ์ง€์ •ํ•™ ๋ฆฌ์Šคํฌ ๋ชจ๋‹ˆํ„ฐ๋ง๐Ÿš€. ๊ฒฝ์ œ ๋ถˆํ™•์‹ค์„ฑ ์† ๋ฐฉ์‚ฐ ์•ˆ์ •์„ฑ ๋ถ€๊ฐ.hankyung+1โ€‹

๐Ÿ˜ฐโš–๏ธ ์ •์น˜·์‚ฌํšŒ ํŒŒ์žฅ: ๊ตฐ ์‹ ๋ขฐ ํšŒ๋ณต ๊ณผ์ œ

์—ฌ์•ผ ๊ณต๋ฐฉ ์žฌ๊ฐœ, ์•ผ๋‹น "๋‚ด๋ž€ ๊ตด๋ ˆ ์”Œ์šด ์žฅ์ˆ˜ ์ฒ˜๋ฒŒ" ๋น„ํŒ. ๊ตฐ ๋‚ด ์ง•๊ณ„ ํ™•๋Œ€ ์‹œ ์ง€ํœ˜ ๊ณต๋ฐฑ ์šฐ๋ ค. ๊ตญ๋ฏผ ์—ฌ๋ก : ํ—Œ๋ฒ• ์ˆ˜ํ˜ธ ๊ธ์ • 60%๋Œ€. 2026 ๊ตญ๋ฐฉ๋ถ€ "๊ตญ๋ฏผ ๊ตฐ๋Œ€ ์žฌ๊ฑด" ๊ฐ•์กฐ. ์žฅ๊ธฐ์ ์œผ๋กœ ๊ตญ๋ฐฉ ์ •์ฑ… ์•ˆ์ •ํ™” ํ•„์š”๐Ÿ›๏ธ.daum+2โ€‹

#๊ตญ๋ฐฉ๋ถ€_ํŒŒ๋ฉด #๋น„์ƒ๊ณ„์—„_์ง•๊ณ„ #๋ฐฉ์‚ฐ์ฃผ_์ „๋ง #์—ฌ์ธํ˜•_์ด์ง„์šฐ #๊ณฝ์ข…๊ทผ_ํ•ด์ž„ #๊ตฐ_์ง•๊ณ„ #์ฃผ์‹ํˆฌ์ž #๋ฐฉ์œ„์‚ฐ์—… #12_3๊ณ„์—„ #K๋ฐฉ์‚ฐ (์ด 2,847์ž)daum+4โ€‹

  1. https://www.msn.com/ko-kr/news/other/%EC%86%8D%EB%B3%B4-%EA%B5%AD%EB%B0%A9%EB%B6%80-%EC%97%AC%EC%9D%B8%ED%98%95-%EC%9D%B4%EC%A7%84%EC%9A%B0-%EA%B3%A0%ED%98%84%EC%84%9D-%ED%8C%8C%EB%A9%B4-%EA%B3%BD%EC%A2%85%EA%B7%BC-%ED%95%B4%EC%9E%84/ar-AA1TcbOP?ocid=socialshare&cvid=187131c2e8464df2e219efe058e986ad&ei=13
  2. https://www.yna.co.kr/view/AKR20251229135800504
  3. https://v.daum.net/v/20251229180702651
  4. https://www.yonhapnewstv.co.kr/news/AKR20251229173547GvW
  5. https://www.nocutnews.co.kr/news/6449139
  6. https://v.daum.net/v/20251229083549400
  7. https://news.nate.com/view/20251229n28257
  8. https://www.hankyung.com/article/2024121188606
  9. https://www.mk.co.kr/news/economy/11400353
  10. https://www.opinionnews.co.kr/news/articleView.html?idxno=109223
  11. https://www.hankyung.com/article/2024071425361
  12. https://newneek.co/@newneek/article/30866
  13. https://www.facebook.com/MNDKOR/posts/2026%EB%85%84-%EA%B5%AD%EB%B0%A9%EB%B6%80%EB%8A%94-%EA%B5%AD%EB%AF%BC%EC%9C%BC%EB%A1%9C%EB%B6%80%ED%84%B0-%EC%8B%A0%EB%A2%B0%EB%B0%9B%EB%8A%94-%EA%B5%AD%EB%AF%BC%EC%9D%98-%EA%B5%B0%EB%8C%80-%EC%9E%AC%EA%B1%B4%EC%9D%84-%EC%9C%84%ED%95%98%EC%97%AC-%EB%B3%B8%EC%97%B0%EC%9D%98-%EC%9E%84%EB%AC%B4%EC%97%90-%EB%A7%A4%EC%A7%84%ED%95%9C-%EA%B0%80%EC%9A%B4%EB%8D%B0-%EC%A0%84%EB%B0%A9%EC%9C%84-%EA%B5%AD%EA%B0%80%EB%B0%A9%EC%9C%84%ED%83%9C%EC%84%B8%EB%A5%BC-%ED%99%95%EB%A6%BD%ED%95%98%EA%B3%A0-%EC%A0%84%EC%8B%9C%EC%9E%91%EC%A0%84%ED%86%B5%EC%A0%9C%EA%B6%8C-%ED%9A%8C/1173037881675950/
  14. https://www.newdaily.co.kr/site/data/html/2025/12/29/2025122900283.html
  15. https://www.joongang.co.kr/article/25393604
  16. https://www.donga.com/news/Politics/article/all/20251229/133056308/1
  17. https://www.ohmynews.com/NWS_Web/View/at_pg.aspx?CNTN_CD=A0003194684
  18. https://kr.investing.com/news/stock-market-news/article-1478333
  19. https://www.tjb.co.kr/news05/category/view/id/91788
  20. https://news.nate.com/view/20251229n04642
  21. https://www.newsis.com/view/NISX20241004_0002908788
  22. https://www.foeconomy.co.kr/id/tR8I4EhYIjl4EvIzj4IE
  23. https://isearch.ccourt.go.kr/view.do?idx=00&docId=84503_010500
  24. https://antwinner.com/index_sorting?option=keyword&query=%EB%B0%A9%EC%82%B0
  25. https://www.hani.co.kr/arti/society/society_general/1190762.html
  26. https://brunch.co.kr/@@msS/392
  27. https://kin.naver.com/qna/dirs/409/docs/486283314?d1id=4&qb=67Cp7IKw7KO8
  28. https://www.youtube.com/watch?v=kftS1qSVfD4
  29. https://www.moneys.co.kr/article/2025051314435266733
  30. https://news.nate.com/view/20251229n29915
  31. https://www.yna.co.kr/view/AKR20250711158400009
  32. https://namu.wiki/w/12.3%20%EB%B9%84%EC%83%81%EA%B3%84%EC%97%84/%EC%98%81%ED%96%A5
  33. https://www.joongang.co.kr
  34. https://marketin.edaily.co.kr/News/ReadE?newsId=02391126639089656
  35. https://www.greened.kr/news/articleView.html?idxno=322731
  36. https://v.daum.net/v/20251229104506193
  37. https://core.asiae.co.kr/article/2025081116292341670
  38. https://www.youtube.com/watch?v=OGOjWxt8WLg
  39. https://news.nate.com/view/20251229n30358?mid=n0100
  40. https://m.finance.daum.net/quotes/A003570/news/stock/20241202064736332
:
Posted by Ritz®™