I’m not a stock expert. But I’m not an economist. But if I combine what I’ve heard here and there, what I’ve learned while working at the company, and FINACNE who studied MBA roughly, I’ll say what I think
- Is this Bubble?
Everyone says no. It’s not a bubble because it’s making a profit - Was it OVERVALUED?
Many analysts say no.
But I disagree in this area.
It’s quite OVERVALUED.
While talking about PER and PBR, they say no
I’m in the position of having to watch HISTORY.
If PER has grown with changes every year, the story is different.
But if the PER suddenly gets bigger this year, it’s OVERVALUED
The profit is said to be large. Then, it should be compared to the profit from last year and five years ago.
We should view the profits and VALUE at that time as the current profits and VALUE. For example, Samsung Electronics
Net income of 55 trillion won in 2022 (NaverPay Securities Data)
It expects a net profit of 37 trillion won in 2025. The stock price is approximately 70,000 won in 2022
The stock price is 85,000 won when it does well in 2021 At this time, it would have raised future profits and was called buraboo. I don’t know how much future profits will increase
The stock price was 70,000 won at the time of Article 55 trillion profit in 2022
The stock price is 100,000 won, which is expected to be 37 trillion won in 2025.
Let’s say we’re going to make 80 trillion won next year. Then 100,000 won is possible
If you compare it enough… Now you can decide here. 80 trillion won… Then you can buy stocks for 100,000 won and put them together.
I can’t go… Then I can’t buy it. It’s very simple. Then the other stocks are the same.
If it’s 100 trillion won next year, it’s 140,000 won…
150 trillion won will go next year… Then 200,000 won will go… You can evaluate it like this. Then the other stocks… Look at HISTORY like this
You can predict and decide on future profits. I don’t agree that Samsung Electronics will be 100 trillion won next year
I don’t know if it’s Article 70, 80? I don’t know… it’s Article 37 this year… There’s one more negative reason..
The sales for 22 years and this year are similar
Profits have decreased by 1.5 trillion won. What is this??? - GLOBAL RISK
The U.S. dominated the entire market, so the U.S. became OVERVALUED
If judged, Korea will also be affected. There are so many companies in the U.S. market that have become OVERVALUED. In particular, technology stocks…
Palantir was told the PER was 300.
This is a crazy investment… no matter how much growth you have, how terrible you are
Mine base is not a normal investment… because..
I don’t know how fast profits will increase, but it’s not until 300 years later
You can recover the principal, but do you invest Let’s say it grows tremendously… Then will the PER be 100
It’s not easy. To make matters worse, it’s OVERVALUED..
If it takes 100 years to invest and recover the principal, would you invest?? The U.S. market is quite overvalued. - Liquidity Liquidity is important because it determines supply and demand..
However, there are many cases where you invest in these things and go bankrupt.
I mean, if you want to hit it, it’s okay
If you’re not confident, or if you’re not good at trading
Ignore this…
conclusion
As sales and profits grow
PER is appropriate (as compared to the industry)
Pharmaceuticals and robots seem to go over 100 degrees…
To invest, you must at least be a profit-making company.
In other words, rolling into its own profits without external investment…
Or I’m confident in trading with HIGH RISK HIGH RETURN
If you want to do it, you can buy it
So I’m going to calculate it in the way I mentioned
All stocks that just went up in anticipation have been cut off.
It’s not a stock I’m going to do.
PS: Don’t take the analyst’s word too far. Just be patient..
If the stock drops again tomorrow, they’ll change their words
As I said before, adjustments can come
Burabura… UC… Everyone says this, but
We’re going to go further. We’re going to go 5000…
Analysts can just think of it as a march of fools.
We need to hear what the fools are saying as they march
It’s not something to believe. Sales, profit, and PER are the three things that you can see with your own eyes You can judge. To invest long term... S-OIL has told us something very important this time If there is no profit compared to sales, it is necessary to understand why. These efforts discover good stocks. Because I invested a lot to build a factory. If you were familiar with this, you would have bought it in the summer.... (Making a certain profit by making a long-term investment for 7 years) My friend said this in March. 90,000 won is the right price for Samsung Electronics S-OIL is too undervalued. Profits increase significantly upon completion of the plant) Of course, the situation is very different now from earlier this year. Especially Samsung Electronics... Now that the price of memory has gone up a lot... so the profit can go up a lot. Sales are up slightly... (The factory is building today and producing tomorrow, isn't it?) A double increase in memory prices does not mean a double profit. But if it's four times five times more, it's two to three times more profitable.. That's 10 trillion won... Samsung Electronics...Then the stock price will be 120,000 won...
PS2: In any case, my story is about expectations and the uselessness of analysts