????? ??? 2? ??????? ????? ??? 12????? ????? BUY? ??(??? 45?, ??? 20?)??? ???.
???? ????? ?? ????? ??? ??? ????? ?? ???? ?? ?????? ??? ????. ? ?? ??? ????? ????(??)? ????? ????.
????? ??? ???? “2??? ??? ??? ???? ???? ?????? ???? ??? ??”??? “1?? ??? 560~620?? ??? ??? ?? ??? ?”??? ????.
?? ?????? ?????? ???? ??? ???? ???? ???? ??? ???? ?? ?????? ????? ???.
?? ?????? 12?? ???? BUY ??? ???? ??? ?? ?? ?????? ????? ????? ??? ??? ???.
◇12?? ???? BUY ??(2? ???? Under-perform? ???)
▽??? 12?? ???? BUY??
???? ??? ???? ???? ???? ????? ??? ???? ???? ???? ???? ???? ???? SK??? ???? ?????? ?????? ?????? ??????? ?????? ??????? ???? ???? ???? ?????? ?? ????? ????? ?? ??SDI ??? ???? ?? ???? ???? ???? ???? ?????? ?????? ???? ???? ????? ???? ?? ??????(45?)
▽??? 12?? ???? BUY??
?????? LG??? ???????? ????? ??? ??? ??? ????? ????? ????? ?????? SBS ????? ?????? ?????? ????? ????? ??? ???? ??????(20?)
?????? ??>jinho@donga.com
??
??
??