KT&G<br/><br/>기관&nbsp;28209&nbsp;매도,&nbsp;외국인&nbsp;14683&nbsp;매수.<br/><br/>수급&nbsp;약간&nbsp;나쁨.<br/><br/>KT&G는&nbsp;추세적으로&nbsp;계속&nbsp;올라감.<br/><br/>이유가&nbsp;무엇임?<br/><br/>외국인이&nbsp;계속&nbsp;사고&nbsp;있기&nbsp;때문임.<br/><br/>KT&G는&nbsp;주인이&nbsp;없음.<br/><br/>국민연금,&nbsp;기업은행,&nbsp;자사주&nbsp;합쳐도&nbsp;20%에&nbsp;불과함.<br/><br/>반면&nbsp;외국인은&nbsp;60%나&nbsp;보유중이란&nbsp;것임.<br/><br/>그런데다가&nbsp;칼아이칸이&nbsp;인수합병을&nbsp;시도한&nbsp;적도&nbsp;있음.<br/><br/>적정주가는&nbsp;변해야&nbsp;한다는&nbsp;것임.<br/><br/>지금&nbsp;시장에서&nbsp;일어나는&nbsp;변화는&nbsp;적정주가임.<br/><br/>적정주가는&nbsp;금리&nbsp;인하로&nbsp;높아지는&nbsp;것이&nbsp;당연함.<br/><br/>이자&nbsp;5%일때&nbsp;PER&nbsp;10배가&nbsp;적정했다면&nbsp;이자&nbsp;2%인&nbsp;지금은&nbsp;PER&nbsp;25배가&nbsp;적정임.<br/><br/>이런&nbsp;변화는&nbsp;이익구조가&nbsp;안정적이고&nbsp;독점적&nbsp;위치에&nbsp;있는&nbsp;기업들부터&nbsp;시작되고&nbsp;있음.<br/><br/>KT&G도&nbsp;같은&nbsp;위치에&nbsp;있다는&nbsp;것임.<br/><br/>앞으로&nbsp;국민연금에서&nbsp;더&nbsp;사들이게&nbsp;될&nbsp;것임.<br/><br/>외국인도&nbsp;계속&nbsp;살&nbsp;것임.<br/><br/>그럼&nbsp;유통주식&nbsp;줄어들고&nbsp;주가는&nbsp;당연히&nbsp;올라가게&nbsp;된다는&nbsp;것임.<br/><br/>추세&nbsp;꺾이기&nbsp;전에는&nbsp;팔&nbsp;이유가&nbsp;없음.<br/><br/>이대로&nbsp;올라가면&nbsp;10만원도&nbsp;무난함.<br/><br/>추천&nbsp;열심히&nbsp;찍기&nbsp;바람.<br/><br/><br/><br/>요약<br/><br/>KT&G&nbsp;재평가&nbsp;필요함.<br/><br/>외국인&nbsp;매수가&nbsp;경영권에&nbsp;위협이&nbsp;됨.<br/><br/>추세&nbsp;안깨지면&nbsp;매도&nbsp;이유&nbsp;없음.<br/>