ãã£ã¯ããïŒã¿ããªãå æ°ããŠããïŒãã¡ãã¢ã«ããã ããïŒâš
仿¥ã¯ããžã§ã¢ããïŒç±³åœæ ªåžå Žã®ææ°æ å ±ãšããã¡ãããããšããæ³šç®éæãã¡ããã®ã£ã«ç®ç·ã§åããããã解説ãã¡ãããããæåŸãŸã§ã€ããŠããŠããïŒð
ð¥ä»æ¥ã®ç±³åœæ ªãã©ãã ã£ããïŒïŒæ°ã«ãªãYTDã£ãŠãªãã ã£ãïŒð€
ã¿ããªãæ ªãã£ãŠããšãYTDãã£ãŠèšèãããèããªãïŒãããããYear-To-Dateãã®ç¥ã§ã幎åãã仿¥ãŸã§ã®æ ªäŸ¡ã®å€åçã®ããšãªãã ïŒã€ãŸãããã®éæãä»å¹Žã«å ¥ã£ãŠã©ããããæé·ãããããããã¯äžãã£ã¡ãã£ãããæããŠããã䟿å©ãªææšãªã®ïŒð
ãã¡ãæ¯æ¥ãã§ãã¯ããŠãã©ã®éæãä»ã€ã±ãŠãããã€ããããèŠãŠããã ãããïŒ
ð¡ ã¢ã«ããè±ç¥è ð¡ YTDããã©ã¹ãªããä»å¹Žã«å ¥ã£ãŠèª¿åãããããïŒãã£ãŠããšã ãããã€ãã¹ãªããä»å¹Žã¯ã¡ãã£ãšèŠæŠäžããªïŒãã£ãŠæãïŒã§ããçæçãªæ°åã ããããªããŠããªãã§ãããªã£ãŠãã®ãèæ¯ãäžç·ã«èãããšããã£ãšæè³ã楜ãããªããð
ðã¢ã«ããå³éžïŒæ±ºç®ã©ã³ã¯äžäœã®æ³šç®éæãæ·±æããããïŒð°
決ç®ã©ã³ã¯ãäžäœã£ãŠããšã¯ãããã ãäŒç€Ÿãé 匵ã£ãŠãŠãæ¥çžŸãã€ã±ãŠãã£ãŠããšã ããããã§ãã¯ãã䟡å€ããžã§ãããããïŒïŒãã¡ãç¹ã«æ°ã«ãªã£ã5ã€ã®éæãããã¯ã¢ããããŠã¿ããïŒ
-
VG (ãããŒãžã»ããŒã«ãã£ã³ã°ã¹) âš YTD: 108.0%ïŒã²ãããããããžã§ã€ãããªãïŒïŒéä¿¡ç³»ã®äŒç€Ÿãªãã ãã©ãä»å¹Žã«å ¥ã£ãŠæ ªäŸ¡ã2å以äžã«ãªã£ãŠãã£ãŠãã©ãã ãå¢ãããã®ã£ãŠæãïŒã¯ã©ãŠãéä¿¡ãšããæ°ãããã¯ãããžãŒã®æ³¢ã«ä¹ã£ãŠããã ããããïŒð
-
ABT (ã¢ãããã»ã©ãã©ããªãŒãº) ð YTD: -22.7%ããã«ã¹ãã¯ãããžãŒã®å€§æãªãã ãã©ãä»å¹Žã¯ã¡ãã£ãšèŠæŠããŠãã¿ãããã§ãã補è¬ãšãå»çæ©åšã£ãŠãçæŽ»ã«æ¬ ãããªããã®ã ãããé·æçã«èŠããšåŒ·ãã¯ãïŒãã¡ãããããçæŽ»å¿ éåç³»ã®äŒç€Ÿã¯åžžã«æ³šç®ããŠããã ããããä»ã¯è²·ãæãæ¢ããã£ã³ã¹ããïŒïŒ
-
AMJB (JPMorgan Chase & Co.) ðŠ YTD: 9.7%ãã¿ããªãç¥ã£ãŠã倧æéèæ©é¢ã®JPã¢ã«ã¬ã³ã»ãã§ãŒã¹ã ãïŒãã£ã±éèã£ãŠå®å®ããŠãã€ã¡ãŒãžãããããä»å¹Žã¯å å®ã«**çŽ10%**ã®ãªã¿ãŒã³ãåºããŠãã®ã¯ããããã£ãŠæãïŒãã¡ãããŒããã©ãªãªã®å®å®å€ãšããŠãããããè¶ å€§æã¯æŒãããŠããããéæãããïŒ
-
WMT (ãŠã©ã«ããŒãã»ã¹ãã¢ãŒãº) ð YTD: 14.4%ãå°å£²ã®çæ§ããŠã©ã«ããŒãïŒãã¡ããè²·ãç©ã§ãããäžè©±ã«ãªã£ãŠããã ããããä»å¹Žã¯**14.4%**ãã©ã¹ã§ããããå å®ã«æé·ããŠãïŒãªã³ã©ã€ã³ãšå®åºèã®ãã€ããªããæŠç¥ãšãããã£ã±ã匷ããã ããïŒã©ããªçµæžç¶æ³ã§ããã¿ããªããè²·ãç©ããå Žæã ãããããããæ¶è²»è²¡ç³»ã®éæã¯å®å®æããã°ã³ð
-
KOF (ã³ã«ã»ã³ãŒã©FEMSA) 𥀠YTD: 9.7%ãã¿ããªå€§å¥œãã³ã«ã»ã³ãŒã©ã®ããã©ãŒäŒç€ŸïŒããã**çŽ10%**ã®ãã©ã¹ã§ãå å®ã«å©çãåºããŠããããïŒéèä¹ æ¶è²»è²¡ã£ãŠãæ¯æ°ã«å·Šå³ããã«ãããããã¢ã«ããçã«ãå®å¿ããŠæãŠãéæã ãšæã£ãŠãããããã¡ããžã¥ãŒã¹å€§å¥œãã ãããæè³ãã¡ããïŒïŒãªããŠãïŒç¬
ðã¢ã«ããçãä»åŸã®ç±³åœæ ªæŠç¥ã¯ããã ã£ïŒð
仿¥ã®éæèŠãŠãŠæã£ããã ãã©ããã£ã±ãè²ã ãªæ¥çš®ã«åæ£ããã®ã£ãŠããžã§å€§äºã ããïŒéä¿¡ã¿ããã«ççºçãªæé·ãèŠããéæãããã°ãéèãå°å£²ããã«ã¹ã±ã¢ã¿ããã«å®å®æã®ããéæããããããã
ãã¡ããã€ãæèããŠãã®ã¯ããªã¹ã¯ã忣ãããªããããæé·ã®ãã£ã³ã¹ããã£ããæŽãããšïŒä»ã¯ã€ã³ãã¬ãšãéå©ãšããè²ã ãªæ å ±ãé£ã³äº€ã£ãŠããã©ããã¡çã«ã¯é·æçãªç®ç·ã§ãã¿ããªã欲ããããµãŒãã¹ã補åãæäŸããŠãäŒæ¥ã«æè³ããã®ãäžçªã ãšæã£ãŠãã®ïŒ
ããšã¯ãèªåã®ã財åžãšçžè«ããŠãç¡çã®ãªãç¯å²ã§å°ããã€ã§ãæè³ãç¶ããããšãæåã®ç§èš£ã ãïŒçŠã£ãŠå šéšçªã£èŸŒãã®ã¯NGð ââïžã ãããïŒ
ð ã¢ã«ããããã®ã¢ããã€ã¹ ð ãæåãããšãå©ç¢ºãã®ã«ãŒã«ãæåã«æ±ºããŠããã®ã¯ããžã§å€§äºïŒææ çã«ãªã£ã¡ãããšã倱æãããããªã£ã¡ãããããå·éã«å¯Ÿå¿ã§ããããã«ãèªåãªãã®æè³ã«ãŒã«ãäœã£ãŠã¿ãŠãïŒ
ð ã¢ã«ãããŸãšã
ã£ãŠããšã§ã仿¥ã¯ç±³åœæ ªåžå Žã®æ³šç®éæãã¡ããã¡ãšäžç·ã«èŠãŠãããã©ãã©ãã ã£ãããªïŒ
VGã¿ããã«çäžããããŠãéæãããã°ãABTã¿ããã«ä»ã¯èŠæŠããŠããã©ãå°æ¥æ§ãæåŸ ã§ããéæãããã£ãŠåãã£ããããïŒð
æè³ã£ãŠãæªæ¥ãžã®ã¯ã¯ã¯ã¯è²¯éã¿ãããªãã®ã ãããã¿ããªãèªåã«åã£ãéæãèŠã€ããŠãå°ããã€ã§ãå§ããŠã¿ãŠã»ãããªïŒ
ã§ãããã¡ãèšãããã®ã¯ãæè³ã¯èªå·±è²¬ä»»ã£ãŠããšïŒð¥ãã¡ã®è©±ã¯ãããŸã§åèã«ããŠãæçµçã«ã¯èªåã§ãã£ãã調ã¹ãŠãçŽåŸããŠããæ±ºããŠãïŒ
ãŸã次ãããã¡ãšäžç·ã«ç±³åœæ ªåžå Žããã§ãã¯ããããïŒãã€ãã€ããŒã³ïŒðð