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20111030




                                  6      1
                             5               2

                                  4      3



                     (        )


                                             7616       (4)          <50%




   1.                        7616                362
        “   “<     >          KD                   2                           (~7400   )
        “   “<     >          KD                               50%
        “   “<     >          KD

   2.
            <    >                    (H1) 10/28               239    (       457   –   218 )
                                                                                        (L1)
                              7205




                         “             (L1)                   50%         “
                                                                     8300                       12   2012
                                      6000
                   <   >
                   8300
                   9221                      6877               0.618                   8300

            2012                       6000
        “                                           “   2009/05
=    +     (          )

                   (               )   2011/09                                    (
      2008/03     2                      )                 2009/12    “   “
                7032       ,                                  M1B               30.3%
M1B   M2                       (         )     2




                  “    “                                                  ...


                                       -600%       6   (   2011/09)       5
<   >




        (H0)       (H1)

                          (L1)
         (L0)




<   >




<   >



                9221
                          8300


                             6000

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2011/10/31~11/4投資週報

  • 1. 20111030 6 1 5 2 4 3 ( ) 7616 (4) <50% 1. 7616 362 “ “< > KD 2 (~7400 ) “ “< > KD 50% “ “< > KD 2. < > (H1) 10/28 239 ( 457 – 218 ) (L1) 7205 “ (L1) 50% “ 8300 12 2012 6000 < > 8300 9221 6877 0.618 8300 2012 6000 “ “ 2009/05
  • 2. = + ( ) ( ) 2011/09 ( 2008/03 2 ) 2009/12 “ “ 7032 , M1B 30.3% M1B M2 ( ) 2 “ “ ... -600% 6 ( 2011/09) 5
  • 3. < > (H0) (H1) (L1) (L0) < > < > 9221 8300 6000