저자: 미상 · 외국인
요약 보기
영상 결론: 피터 린치의 『One Up On Wall Street』 기준으로 '완벽한 주식'은 이해하기 쉬운 사업, 부가가치 보유, 지루한 사업, 성장이 느린 산업의 지배적 기업, 반복 구매되는 제품, 자사주 매입 기업이라는 조건을 갖춘 종목이다. 핵심 주장 1: 누구나 운영할 수 있을 만큼 단순한 사업이 좋다. 인도네시아 사례로 인도사트(위성 기반 통신, 2013~2015년 적자, 2016년 흑자 전환)와 마타하리 백화점(LPPF, 꾸준한 순이익 성장, 자기자본이익률 약 5%)을 비교했다. 핵심 주장 2: 지루한 사업을 하는 기업이 유리하다. 아내 없는 수익이 아니라 관심이 적어 경쟁이 줄고, 호재 발생 시 주가가 급등할 수 있다. 인도네시아 사례로 PT Leaps(병뚜껑 제조)와 chicken feed 기업(Multi Breeder → 자바 코닛 인수)을 언급했고, 한 투자자가 약 50루피에 매수해 31,000루피에 매도(6년간 10만% 이상 수익)했다고 소개했다. 핵심 주장 3: 성장이 느린 산업이 장기적으로 유리할 수 있다. 성장 산업은 경쟁과 과열이 많고, 저성장 산업은 경쟁이 적다. 위기 시 급락한 성장 산업 종목은 예외적으로 고려할 수 있다. 핵심 주장 4: 소비가 반복되는 제품(약품, 음료, 식품, 면도기, 담배)을 만드는 기업이 좋다. 장난감처럼 일회성 구매는 불리하다. 핵심 주장 5: 브랜드 등 부가가치를 가진 기업이 유리하다. 코카콜라, 말보로, 워싱턴포스트 사례를 들었고, 인도네시아에서는 인도푸드(인도미) 시장점유율 78%를 예로 들었다. 핵심 주장 6: 자사주 매입은 경영진의 자신감 신호이며 EPS를 높인다. PT Indotamur Mega(ITMG) 사례로 2016년 초 석탄 가격 바닥에서 주당 약 5,000루피에 자사주를 매입했고, 이후 주가가 약 3~5배 상승했다고 설명했다. 결론: 이해하기 쉬운 기업, 부가가치가 있는 기업(큰 시장점유율·강한 브랜드), 성장이 느린 산업에서 지배적인 기업에 투자하라는 것이다. 구체적 가격 목표나 향후 1~3개월 예측은 없다. 리스크·조건: 영상은 과거 사례 중심이며 미래 수익을 보장하지 않는다. 종목 추천 자체보다 투자 원칙 설명에 초점이 있다. 출연자 전망: 특정 종목·자산에 대한 향후 가격 방향 발언은 없다.
다듬은 글
Welcome to the investment gallery channel in this video we will discuss the perfect stock according to Peter l there is a perfect stock Let's check the video before we start in this video we use the source one up On Wall Street which is a book by Peter l and John this book is written based on the experience of Darend whose success and failure in investing Well maybe for friends who don't know about Who is Peter Lin Peter Lin is an American investor as well as a mutual fund manager and a philanthropist at Magelan fund fidl investment Lin managed to grow assets worth 20 million us Dar to 14 billion us including trading results Ind s & p 500 with an average return of 9% per year Well we t Is there a perfect stock we know that for example perfection only belongs to the creator but there is e does not mean we can't invest well Well here in his book one up On Wall Street Peter mentions several criteria for stocks that can be said to be perfect does not mean perfect completely perfect DII stocks are considered a very good investment criteria for the long term What are the criteria according to Let 's watch the following video well The first is a company that even a fool can run it.
It may sound a little harsh, yes. But the intention is good. For example, firstly, following the story of a company is easier if you understand the basics of the business. Investing in the pants business compared to satellites or hotel businesses compared to fiber optics. According to him, the easier a business is, the better.
Even a company that can be run by a fool is an added value because sooner or later there will be a fool who runs it. Here we will see examples of two companies in Indonesia. The first is Indosat and the other is Matahari Department Store. Here we can see that Indosat is a communications company that provides telecommunications services in Indonesia that has its own satellite where the satellite is used to provide a network to its customers, which is quite a lot.
But the other one is PT Matahari Department Store, which is a retail company that has a product that is selling everyday goods or clothing. Here we see two quite significant differences. Indosat has very high technology and even has its own satellite to expand its network. However, from its financial report, Indosat recorded losses from 2013 to 2015 and only started to improve at the beginning of the year.
In 2016, he just started making a profit while Matahari Department Store or LPPF here always posted significant profit growth or net profit even reaching almost 5% on equity. Well, this can be said to be good because this company makes a profit. Maybe Dar from Dar from us ourselves, not all of them know how to fish.
A satellite, but maybe we know which company has clothes that are more comfortable to wear, which can be used by the general public and which are comfortable to wear for daily activities, especially in Indonesia, there are many big events such as big holidays like Eid al-Fitr and other religious events that EE usually require activities to buy new ones or we have a fairly high level of consumption.
Well, the next thing is doing something boring here is ee, meaning doing something is an activity of the company. Peter Peter L is happier when the company does something boring because it will keep oxymorons or amateur experts away until there is good news that appears and pushes its stock price to fly or for example the CR CR and seal company which only makes cans, bottle caps, what could be more boring than this, even according to him, it is impossible for the owner to get an interview opportunity in e magazine.
Maybe in Indonesia itself there is an example in Indonesia. There is PT leaps Indonesia which is one of the best bottle cap manufacturers in Indonesia, maybe if one of the others, for example, if we look back a little bit, one of the most successful investors in Indonesia, Mr. Lengong, he bought a chicken feed stock, it was a multi breeder which has now been acquired by Java Conit, well, chicken feed company, Eh, the term is a company whose term is very boring, yes, maybe, eh, low-cost technology is very cheap and so on, well, this is eh, pakehong himself, he bought at an average price of R50 and sold it at a price of R31,000 or a profit of more than 100,000%, yes, in 6 years, Well, that is one example of doing something boring because we just wait until the stock will fly because of the good news that appears, Well, the second is a company that is in an industry that is not growing, Maybe many people are interested in investing in a growing industry where there are many stories and emotions in a growing industry, usually the stock rises very quickly and significantly, Well, here Peter Lin prefers to invest in a slow-growing industry, It's not that he doesn't like investing in a growing industry, he is only interested in a growing industry unless the stock drops drastically, maybe when crisis or for example like the property crisis in 2008, well there it is drawn to ee in the growing industry, well in the industry that is not growing, especially the boring ones, there is usually no competition, for example, like the picture on the side, how many companies sell the picture on the side, tip x, eh tip x from several decades ago, yes, that's all, the technology has not developed and EE that sells is only a few big companies, one of which is Kenko, well the third is a company that has a product where people have to buy it continuously, Peter prefers to invest in companies that make medicine, drinks, food, razors, or cigarettes compared to companies that make toys, for example, there could be a company that makes extraordinary e-toys and is bought by every child, but each child only buys one and after 8 months there will be a better product made by its competitors, or for example, another example is clothes, yes, clothes, even though we rarely use them, sometimes we tend to buy clothes, or for example, you guys are simpler, drinks, maybe sweet drinks, people can buy them continuously, like coca-cola, one of them, well the next one is to have added value, Peter R is always looking for businesses that have added value, for example newspaper and TV companies that dominate the market that were bought by Warren Buffett, namely the Washington Post, well, brand names like Coca-Cola, Marlboro are examples that have added value, it takes a lot of money to create public opinion about confidence in a beverage or drug brand, this process takes years, yes, maybe in Indonesia itself, one of the most suitable to represent added value is Indofood, yes, or Indomie, here Indomie already has, eh, a fairly large added value where in 2016 its market share in Indonesia reached 78%, this is based on data from industri.com, eh, Indofood has a market share of 78% in Indonesia and that is a very fantastic number, the next is a company that does a buyback.
There is nothing more interesting than a company that is confident in its own future, buying back its shares or a buyback is the easiest way for a company to benefit investors if the company has confidence in its own future. Why not invest in itself in the market crash in October 1987, buybacks provide calm and stability in the market, well, this is like what recently happened in 2015 and early 2016 where coal prices reached their lowest point In the last 10 years, the price of coal reached 55 do per metric ton.
Well, at that low price, many companies collapsed, went bankrupt, or went out of business, but one of the companies that survived was PT Indar Mega Tbk. At a price of Rp. 5,000, they bought their shares back and later we will see how the growth is now. Companies that buy back their shares will increase EPS or earnings per share.
Well, this is an example of the ITMG stock chart after the buyback period. Eh, at the beginning of January 2016, at the beginning of 2016, PT Indotamur Mega Tbk bought its shares back at a price of Rp. 5,000 and Rp. 7,000, which is the maximum purchase limit at a price of Rp. 000. Well, that's quite interesting, right?
Where from the price of Rp. 5,000, while currently the Tamang Raya industry is in the range of Rp. 8,000 to Rp. 22,000, where the price has jumped 4 times to 5 times, 3 to EMP times within 1 year within a period of 1 year. Well, that's just another criterion. Actually, there are still there are many more but you can read it directly in the book one up of Wall Street E we have shared it in the WhatsApp group so e the conclusion in this video is to buy shares of companies that are easy to understand easy to understand for each person is different Maybe there are those who work in mining he will understand more about the mining sector or maybe there are those who work as doctors will understand more about pharmaceutical companies well buy companies that have added value companies that have added value such as a large market share or maybe have a brand image that is very easily accepted by the public third sometimes companies in industries that are not growing but dominate the market have greater investment opportunities as we saw earlier ee there are some stocks Eh there are companies that always survive because their industry is not growing significantly well If you like this video don't forget to Click the like subscribe button if you want to know more about the video you can Click the next video button Here is the next video about it is valid if for example in dies what is taught or maybe you want ee sharing-sharing you can send in criticism and suggestions in the comments below later we will read that's all the videos from us see you in the next video
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