[주식]삼성전자는 계속간다 화웨이에 공급중단 지금이라도 사야한다(20200908화)

<p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">- 언택트,2차전지관련 과잉상승 더 이상 오르지 않는다. <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">- 화웨이향 매출비중-삼성 3.2%(7조3천억),하이닉스11.4%(3조) <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">- 오히려 삼성전자의 수혜가 예상됨/삼성전자 매수 요망 <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;text-indent:10.2pt;line-height:normal;mso-pagination:widow-orphan; background:white;text-autospace:ideograph-numeric ideograph-other;word-break: keep-all">1. 화웨이 반대급부 수혜 2. 폴더폰 매출 증가 3.파운드리 수주 (인텔,엔디비아 등),SMIC제제 <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">- 미국 기술주 조정 / 우리나라 기술주 상승 이유? <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;text-indent:10.0pt;mso-char-indent-count:1.0;line-height:normal; mso-pagination:widow-orphan;background:white;text-autospace:ideograph-numeric ideograph-other; word-break:keep-all">1. 미국대비 저평가 2. 자금 유동성 풍부(금리,부동산등이유) <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">- 주식은 반복 <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">1. 투자- 저평가 우량주를 매수하여 제 가치를 찾을 때까지 장기로 보유.=>사고 기다리고 매도 <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">2. 매매 : 추세매매(스윙매매) / 단기매매(Day Trading) <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">         => 7일단위 사고 팔고 사고 팔고 <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">3. 테마주 급등주 매매 : 깡통될 지름길 <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">- 주식투자(매매)의 4대 원칙 <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">1. 보유종목 압축(3종목 이내) <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">2. 20일선 우상향 눌림목 종목 매수 <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">3. 철저한 분할매수(3번) 분할 매도(2번) <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">4. 냉철한 손절 스탑로스는 선택이 아닌 필수 <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">- 종목 <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">1. 이노션 / <table Table" border="0" cellspacing="0" cellpadding="0" width="353" style="width:212.0pt;margin-left:4.2pt;border-collapse:collapse;mso-yfti-tbllook: 1184;mso-padding-alt:0cm 4.95pt 0cm 4.95pt"> <tbody><tr style="mso-yfti-irow:0;mso-yfti-firstrow:yes;height:17.4pt"> <td width="88" nowrap="" style="width:53.0pt;border:solid windowtext 1.0pt; mso-border-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt; height:17.4pt"> PER </td> <td width="88" nowrap="" style="width:53.0pt;border:solid windowtext 1.0pt; border-left:none;mso-border-top-alt:solid windowtext .5pt;mso-border-bottom-alt: solid windowtext .5pt;mso-border-right-alt:solid windowtext .5pt;background: #FFC000;padding:0cm 4.95pt 0cm 4.95pt;height:17.4pt"> PBR </td> <td width="88" nowrap="" style="width:53.0pt;border:solid windowtext 1.0pt; border-left:none;mso-border-top-alt:solid windowtext .5pt;mso-border-bottom-alt: solid windowtext .5pt;mso-border-right-alt:solid windowtext .5pt;padding: 0cm 4.95pt 0cm 4.95pt;height:17.4pt"> ROE </td> <td width="88" nowrap="" style="width:53.0pt;border:solid windowtext 1.0pt; border-left:none;mso-border-top-alt:solid windowtext .5pt;mso-border-bottom-alt: solid windowtext .5pt;mso-border-right-alt:solid windowtext .5pt;padding: 0cm 4.95pt 0cm 4.95pt;height:17.4pt"> EV/EBITDA </td> </tr> <tr style="mso-yfti-irow:1;mso-yfti-lastrow:yes;height:17.4pt"> <td width="88" nowrap="" style="width:53.0pt;border:solid windowtext 1.0pt; border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt;height:17.4pt"> 15.55 </td> <td width="88" nowrap="" style="width:53.0pt;border-top:none;border-left:none; border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt; mso-border-top-alt:solid windowtext .5pt;mso-border-top-alt:solid windowtext .5pt; mso-border-bottom-alt:solid windowtext .5pt;mso-border-right-alt:solid windowtext .5pt; background:#FFC000;padding:0cm 4.95pt 0cm 4.95pt;height:17.4pt"> 1.26 </td> <td width="88" nowrap="" style="width:53.0pt;border-top:none;border-left:none; border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt; mso-border-top-alt:solid windowtext .5pt;mso-border-top-alt:solid windowtext .5pt; mso-border-bottom-alt:solid windowtext .5pt;mso-border-right-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt;height:17.4pt"> 8.29 </td> <td width="88" nowrap="" style="width:53.0pt;border-top:none;border-left:none; border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt; mso-border-top-alt:solid windowtext .5pt;mso-border-top-alt:solid windowtext .5pt; mso-border-bottom-alt:solid windowtext .5pt;mso-border-right-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt;height:17.4pt"> 3.61 </td> </tr> </tbody></table> <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">  <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">현대자동차 주력광고계열사/국내2위 <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">2. 하츠 / <table Table" border="0" cellspacing="0" cellpadding="0" width="370" style="width:222.0pt;margin-left:4.2pt;border-collapse:collapse;mso-yfti-tbllook: 1184;mso-padding-alt:0cm 4.95pt 0cm 4.95pt"> <tbody><tr style="mso-yfti-irow:0;mso-yfti-firstrow:yes;height:17.4pt"> <td width="88" nowrap="" style="width:53.0pt;border:solid windowtext 1.0pt; mso-border-alt:solid windowtext .5pt;padding:0cm 4.95pt 0cm 4.95pt; height:17.4pt"> PER </td> <td width="88" nowrap="" style="width:53.0pt;border:solid windowtext 1.0pt; border-left:none;mso-border-top-alt:solid windowtext .5pt;mso-border-bottom-alt: solid windowtext .5pt;mso-border-right-alt:solid windowtext .5pt;background: #FFC000;padding:0cm 4.95pt 0cm 4.95pt;height:17.4pt"> PBR </td> <td width="88" nowrap="" style="width:53.0pt;border:solid windowtext 1.0pt; border-left:none;mso-border-top-alt:solid windowtext .5pt;mso-border-bottom-alt: solid windowtext .5pt;mso-border-right-alt:solid windowtext .5pt;padding: 0cm 4.95pt 0cm 4.95pt;height:17.4pt"> ROE </td> <td width="105" nowrap="" style="width:63.0pt;border:solid windowtext 1.0pt; border-left:none;mso-border-top-alt:solid windowtext .5pt;mso-border-bottom-alt: solid windowtext .5pt;mso-border-right-alt:solid windowtext .5pt;padding: 0cm 4.95pt 0cm 4.95pt;height:17.4pt"> EV/EBITDA </td> </tr> <tr style="mso-yfti-irow:1;mso-yfti-lastrow:yes;height:17.4pt"> <td width="88" nowrap="" style="width:53.0pt;border:solid windowtext 1.0pt; border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt;height:17.4pt"> 40.45 </td> <td width="88" nowrap="" style="width:53.0pt;border-top:none;border-left:none; border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt; mso-border-top-alt:solid windowtext .5pt;mso-border-top-alt:solid windowtext .5pt; mso-border-bottom-alt:solid windowtext .5pt;mso-border-right-alt:solid windowtext .5pt; background:#FFC000;padding:0cm 4.95pt 0cm 4.95pt;height:17.4pt"> 1.11 </td> <td width="88" nowrap="" style="width:53.0pt;border-top:none;border-left:none; border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt; mso-border-top-alt:solid windowtext .5pt;mso-border-top-alt:solid windowtext .5pt; mso-border-bottom-alt:solid windowtext .5pt;mso-border-right-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt;height:17.4pt"> 2.90 </td> <td width="105" nowrap="" style="width:63.0pt;border-top:none;border-left:none; border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt; mso-border-top-alt:solid windowtext .5pt;mso-border-top-alt:solid windowtext .5pt; mso-border-bottom-alt:solid windowtext .5pt;mso-border-right-alt:solid windowtext .5pt; padding:0cm 4.95pt 0cm 4.95pt;height:17.4pt"> 12.46 </td> </tr> </tbody></table> <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">  <p align="left" style="margin-bottom:0cm;margin-bottom:.0001pt; text-align:left;line-height:normal;mso-pagination:widow-orphan;background:white; text-autospace:ideograph-numeric ideograph-other;word-break:keep-all">레인지후드 시장점유율1위/빌트인기기 환기시스템/2Q영익 156%^,당기순이익252%^yoy/20년 상반기 누적 영업이익은 약 27억원으로 이미 전년도 영업이익 25억원을 상회