This is a BBC interview with Representative Kim Ye-ji of the National Power Party.
I tried to enter the National Assembly on the emergency martial law declaration day
How did you feel that it was not easy as a disabled person,
And even martial law doesn't translate into sign language
It was a problem because the subtitles didn't come out
It looks very important.
Someone like Rep. Kim Yeji
The reason why I have to stay in the National Assembly is
That's the kind of voice you're making.
Shouldn't more people with disabilities go to the National Assembly,
That's what I think.
The photo shows the average ROE for 5 years
Until 2012, strategic analysts made a mechanical call that they would eat it unconditionally if they bought it at less than 1 PBR.
It came down to PBR 0.8x as I realized it was getting worse and worse.
There is also a basis that PBR 1x is liquidation value, but why 0.8x is 0.8x?
It's just that I did it from experience in the past.
In about 10 years, there is a good chance that the 0.8x story will gradually turn into a 0.7x story.
See how many times before 16 years we actually had less than 0.8 times PBR.
I've broken PBR 1x and 0.8x several times in the past, and I hate this logic.
Extremely speaking, I don't think that finding such a pattern is meaningless for a time series before 16 years.
The content is like that.
PER = PBR / ROE, but why are you explaining ROE.
Structurally, Korea's ROE has fallen from an average of 10% to 8% over five years, so the PBR has also fallen from 1 to 0.8 times.
Then if the Korean economy gets worse and ROE 6% becomes normal, you'll say it's 0.8 times broken, a new normal.
In fact, it seems like most market participants don't even understand why they see PBR 0.8x, and just draw a line that it was like this in the past..
In the past, people said 1x PBR is liquidation value, but now 0.8x is the low point, what does it say? It's just historically unbroken, isn't it? I haven't seen anyone explain it convincingly. I just think it can't be investment logic.
In the world of ROE 8%, the PER 10x = PBR 0.8x + ROE 8% combination is correct, and in the world of ROE 10%, the PER 10x = PBR 1.0x + ROE 10% combination is correct.
Basically, PER, PBR, ROE are not separate, but they go together in the first place. PER = Price/Earnings = Price/Book division Earnings/Book = PBR/ROE... Did everyone hear about financial management...
In other words, when Korea comes to a world where the average ROE is less than 6% for five years, PBR 0.6 will be found when it finds its lowest point in the future.
And
The voice of the protest outside the Capitol
The fact that you can hear it very well inside the Capitol
That's impressive
I'll go out next time
I'll have to shout out loud.
Anyway...
I'm rooting for you, Rep. Kim Yeji!
Next time
Please vote for impeachment!!
If so, Kim Gun-hee's independent counsel law... lol
------------------------------------------------------------
"When I saw the (President) statement yesterday Saturday, I thought that the only way to prevent confusion would not be to vote down the impeachment," he said. "First of all, I couldn't just overlook the voices of citizens around me."
(Overstated)
When the emergency martial law was issued on the 3rd, he ran to the National Assembly like other lawmakers. He also tried to go over the wall to the plenary session, but it was impossible.
Earlier on the 4th, lawmaker Kim described the situation on Facebook, saying, "It was a dark and desperate moment when I felt a physical 'barrier', who always shouted the importance of barrier-free."
He said, "The body was unable to join the plenary session due to barriers, but it seems that the mind of the resolution to lift the emergency martial law has already pressed the yes button a million more times."
He said he felt "devastated" this time when he experienced how much more fearful and desperate martial law could be for people with disabilities.
"In the case of deaf people, even the declaration of martial law was not translated into sign language and there were no subtitles, so I couldn't know at all. It's a relief because the emergency martial law was not in a wartime situation, but if it was really a wartime situation, I felt heavy that they might not have even judged how to evacuate and what the situation was."
(Overstated)
During the interview, he stopped for a moment when he heard citizens protesting in front of the National Assembly building. He said he was "sorry" to the public.
"I can still hear you very well here. You can keep talking outside. I could hear you better yesterday. I want to say I am very sorry as a member of the ruling party of the government and as a member of the errand boys who gave me votes and ordered me to do this."
https://www.bbc.com/korean/articles/cd9xx9gzdpeo.amp?fbclid=IwY2xjawHCYGZleHRuA2FlbQIxMAABHU4hZSsZDx9IaYk5RXNyOah_LrZVoQPdJGlxuNTZb38LhePhW33e2h2U_Q_aem_APyAkX2MxKrqzuG4RFe4eg
'American Stock Story[2024]' 카테고리의 다른 글
ROE가 낮은 이유는 회사에 쌓인 자본을 적절하게 투자하거나 환원하지 않고, (20) | 2024.12.10 |
---|---|
Don't even think about investing in stocks and (13) | 2024.12.10 |
I'm over 95% cash. I'm cutting and drawing on the chart with a small weight. (16) | 2024.12.09 |
이제는 기관투자자들까지도 미국주식 추천 ㅋㅋ (15) | 2024.12.09 |
트럼프는 USMCA의 멤버국가, 즉 캐나다와 멕시코에 대해서 최대 25%의 관세를 부과할 수 있음을 밝히면서 (14) | 2024.12.09 |