[A+ 레포트] 투자론-모의투자 보고서

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해당 자료는 투자론 과목에서 실제로 모의투자를 한 후 그에 대해 기술한 보고서입니다.

목차

Ⅰ. 모의증권투자의 의의와 개요
　　1. 모의증권투자에 임하는 소감　　　　 　············································································ 1
　　2. 투자시점의 경제동향 분석
　　　 1) 주요 경제변수에 대한 분석　　　 　············································································ 1
　　3. 전반적인 증권시장의 상황　　　　　 　············································································ 2

Ⅱ. 투자 종목 해설　
　　1. 위메이드엔터테인먼트(112040)
　　　 1) 산업 분석　　　　　　　　　　　 　············································································ 3
　　　 2) 투자 종목 분석
　　　 (1) 재무제표 분석　　　　　　　　 　············································································ 4
　　　 (2) 기업 업종 · 내용 분석　　　　 　············································································· 6
　　　 (3) 종목 선택의 이유　　　　　　 　 ············································································ 6
　　2. 한국타이어(000240)
　　　 1) 산업 분석　　　　　　　　　　　 　············································································ 7
　　　 2) 투자 종목 분석
　　　 (1) 재무제표 분석　　　　　　　　 　············································································ 7
　　　 (2) 기업 업종 · 내용 분석　　　　 　············································································· 9
　　　 (3) 종목 선택의 이유　　　　　　　 ············································································ 10
　　3. 포트폴리오 구성의 이유　　　　　　 　············································································ 10

Ⅲ. 종목별 주가 및 거래량 변화, 시황
　　1. 위메이드엔터테인먼트(112040)
　　　 1) 주가 및 거래량 변화　　　　　 　　············································································ 11
　　　 2) 시황　　　　　　　　　 　　　 　　············································································ 12
　　2. 한국타이어(000240)
　　　 1) 주가 및 거래량 변화　　　　　 　　············································································ 12
　　　 2) 시황　　　　　　　　　　　　　 　 ············································································ 13

Ⅳ. 수익률 계산
1. 위메이드엔터테인먼트(112040) 수익률　　 ············································································ 15
2. 한국타이어(000240) 수익률　　　　　　　 ············································································ 15
3. 포트폴리오 수익률　　　　　　　　　　　　············································································ 15

Ⅴ. 결론　　　　　　　　　　　　　　　　　 ············································································ 16

Ⅵ. 참고문헌　　　　　　　　　　　　　　　 ············································································ 17

본문내용

Ⅰ. 모의증권투자의 의의와 개요

1. 모의증권투자에 임하는 소감
재무관리원론, 기업재무관리 등을 수강하고 관련 자격증 공부를 하긴 했었지만, 증권시장이 실제로 어떻게 움직이고, 증권 투자를 어떻게 하는지에 대해서는 알지 못하고 있었다. 어리석게도 모의·실제 증권 투자를 통해 직접 몸소 체험하고, 단순히 이론만이 아니라 실제적인 지식과 현실을 배우고자 하는 생각을 하지 못했다. ‘백문불여일견(百聞不如一見)’이라는 말이 있듯이, 어떤 것에 대해 제대로 알려면 직접 겪어보아야 하는데 증권시장과 증권투자에 대해서 나는 여태까지 그러지 못했던 것이다. 수많은 요인에 영향을 받으며 언제 어떻게 변화할지 모르는 증권시장에 대해서 배우려면 이를 직접 겪어보고 체험해보는 것이 학습에 매우 중요한 비중을 차지하고 또한 그것이 엄청난 역할을 할 것이라고 생각한다.
이번 투자론 강의에서의 모의증권투자 과제가 증권시장에 대해서, 또한 증권시장과 떼려야 뗄 수 없는 여러 가지 경제 상황, 산업 시황 등의 요인들과 그 관계에 대해서 직접 체험하고 더 깊이 배울 수 있는 기회가 될 것이라고 기대한다. 열심히 배우며 노력하는 자세를 유지하며 모의증권투자를 하고자 한다.

<중 략>

Ⅳ. 수익률 계산

1. 위메이드엔터테인먼트(112040) 수익률
위메이드는 50주를 주당 90,900원에 수수료 포함 총 4,560,900원에 매수하였다. 매도 시에는 28주는 주당 107,000원으로 총 2,996,000원에, 22주는 주당 107,100원으로 총 2,321,413원에 매도하여 총 50주를 5,317,413원(수수료 18,730원과 거래세 16,057원을 차감한 금액) 에 매도하였다.

위메이드의 주가는 매수 시 주당 90,900원에서 매도 시 주당 107,000원과 107,100원으로 상승하였으며, 수익률은 위와 같이 16.5869%로 포트폴리오 구성 시 목표로 했던 높은 수익률을 달성하였다.

2. 한국타이어(000240) 수익률
한국타이어는 60주를 주당 46,850원에 수수료 포함 총 2,820,830원에 매수하였고, 매도 시에는 60주를 주당 47,100원으로 총 2,807,632원(수수료 9,890원과 거래세 4,239원, 세금계 4,239원을 차감한 금액)에 매도하였다.

참고 자료

▪ 알기쉬운 재무관리 제2판, 이상우·이의경 공저
▪ 투자론, 박정윤·안승철·임병진·장승욱·이미용
▪ 위메이드 홈페이지
▪ 한국타이어 홈페이지
▪ 네이버 금융
▪ 기획재정부 주요경제지표 통계 자료
▪ KDB 산업은행 조사분석부 동향분석 자료
▪ HMC 투자증권 기업·산업분석 자료
▪ 엑스포츠뉴스, http://xportsnews.hankyung.com/?ac=article_view&entry_id=230879
▪ 이투데이, http://www.etoday.co.kr/news/section/newsview.php?TM=news&SM=0199&idxno=483150
▪ 동양증권 종합시황/리서치
▪ 키움증권 홈페이지
▪ 한국콘텐츠진흥원
▪ 한국거래소