Download - [2 강 ]
Transcript
![Page 1: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/1.jpg)
[2 강 ]
![Page 2: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/2.jpg)
박문환의 [ 시장을 보는 눈 ]
![Page 3: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/3.jpg)
Big4
‘ 실적은 좋은데 주가는 영…’
![Page 4: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/4.jpg)
Big4
‘ 월가 사상최대 보너스 잔치 강행’
![Page 5: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/5.jpg)
Big4
‘ 월가 고액 보너스 논란’
![Page 6: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/6.jpg)
Big4
‘JP 모건 실적부진 ?’
![Page 7: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/7.jpg)
Big4
▶ 대차대조표의 자산으로 표기되는 받을 어음 , 외상매출금 , 대출금 등 채권에 대한 공제의 형식으로 계산되는 회수불능 추산액
대손충당금
![Page 8: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/8.jpg)
Big4
“ 금융주 적극 매수하라 !” 기대감 Up!
“ 금융주 여전히 매수해야”
“ 은행주 지금이 적기 !1 월 헤지펀드 시장복귀하면
공격적 거래 시작될 것 !”
리처드 보베( 로슈데일증권 애널리스트 )
![Page 9: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/9.jpg)
Big4
‘ 월가의 주체할 수 없는 힘’
“ 월가가 너무 강해서미국에서는 결코 일어날 수
없는 일이 일어났다”
도미니크 스트로스 - 칸(IMF 총재 )
![Page 10: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/10.jpg)
Big4
‘ 월가 VS. 오바마’ 신경전
![Page 11: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/11.jpg)
Big4
▶ 기업의 순 유동자산
▶ 유동자산에서 유동부채를 뺀 나머지 차액을 가리킴
운전자본 (Working Capital)
![Page 12: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/12.jpg)
Big4
[ 운전자본 ] SKT (017670)
![Page 13: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/13.jpg)
Big4
[ 운전자본 ] 삼성전자 (005930)
![Page 14: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/14.jpg)
Big4
[ 운전자본 ] 메가바이온 (054180)
![Page 15: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/15.jpg)
Big4
[ 운전자본 ] 코디콤 (041800)
![Page 16: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/16.jpg)
Big4
[ 운전자본 ] 케드콤 (011050)
![Page 17: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/17.jpg)
Big4
[ 운전자본 실전활용 ] 선우 ST (005350)
![Page 18: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/18.jpg)
Big4
[ 운전자본 실전활용 ] 선우 ST (005350)
![Page 19: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/19.jpg)
Big4
[ 운전자본 실전활용 ] 유일엔시스 (038720)
![Page 20: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/20.jpg)
Big4
[ 운전자본 실전활용 ] 유일엔시스 ( 월봉 )
![Page 21: [2 강 ]](https://reader035.vdocuments.pub/reader035/viewer/2022062721/5681362c550346895d9da894/html5/thumbnails/21.jpg)
Big4
22