\u4f01\u696d\u52d5\u614b\uff1a\u6ce8\u76ee\u306e\u4f01\u696d\u30cb\u30e5\u30fc\u30b9<\/p>\n
\u6700\u8fd1\u3001\u5e02\u5834\u306e\u6ce8\u76ee\u3092\u6d74\u3073\u3066\u3044\u308b\u4f01\u696d\u306b\u3064\u3044\u3066\u3001\u3044\u304f\u3064\u304b\u306e\u91cd\u8981\u306a\u30dd\u30a4\u30f3\u30c8\u3092\u304a\u4f1d\u3048\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n
\u307e\u305a\u3001\u534a\u5c0e\u4f53\u5927\u624b\u306eIntel\uff08\u30a4\u30f3\u30c6\u30eb\uff09\u306f\u3001\u52b4\u50cd\u529b\u306e15%\u3092\u524a\u6e1b\u3057\u3001AI\u6226\u7565\u3092\u5f37\u5316\u3059\u308b\u305f\u3081\u306b\u30c1\u30c3\u30d7\u5de5\u5834\u306e\u5efa\u8a2d\u8a08\u753b\u3092\u7e2e\u5c0f\u3059\u308b\u3053\u3068\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u5f71\u97ff\u3067\u3001\u540c\u793e\u306e\u682a\u4fa1\u306f7%\u4ee5\u4e0a\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u540c\u793e\u306f\u7b2c2\u56db\u534a\u671f\u306e\u53ce\u76ca\u304c128.6\u5104\u30c9\u30eb\u306b\u9054\u3057\u3001LSEG\u304c\u4e88\u60f3\u3057\u3066\u3044\u305f119.2\u5104\u30c9\u30eb\u3092\u4e0a\u56de\u308b\u7d50\u679c\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u8abf\u6574\u5f8c\u306e\u4e00\u682a\u3042\u305f\u308a\u306e\u640d\u5931\u306f10\u30bb\u30f3\u30c8\u3067\u3042\u3063\u305f\u3053\u3068\u3082\u5831\u544a\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u6b21\u306b\u3001\u30e1\u30c7\u30a3\u30a2\u4f01\u696d\u306eParamount\uff08\u30d1\u30e9\u30de\u30a6\u30f3\u30c8\uff09\u306f\u3001CBS\u30c6\u30ec\u30d3\u306e\u89aa\u4f1a\u793e\u3067\u3042\u308a\u3001\u9023\u90a6\u901a\u4fe1\u59d4\u54e1\u4f1a\u306e\u627f\u8a8d\u3092\u53d7\u3051\u3066\u3001Skydance Media\u3068\u306e80\u5104\u30c9\u30eb\u306e\u5408\u4f75\u306b\u3064\u3044\u3066\u306e\u30cb\u30e5\u30fc\u30b9\u306b\u3088\u308a\u3001\u682a\u4fa1\u304c1%\u4ee5\u4e0a\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<\/p>\n
\u307e\u305f\u3001Centene\uff08\u30bb\u30f3\u30c6\u30a3\u30fc\u30f3\uff09\u3068\u3044\u3046\u7ba1\u7406\u533b\u7642\u63d0\u4f9b\u8005\u306f\u3001\u56db\u534a\u671f\u306e\u640d\u5931\u306b\u3088\u308a14%\u3082\u682a\u4fa1\u304c\u6025\u843d\u3057\u307e\u3057\u305f\u3002Medicaid\u304a\u3088\u3073Medicare\u30d3\u30b8\u30cd\u30b9\u306b\u304a\u3051\u308b\u4f1a\u54e1\u6570\u306e\u6e1b\u5c11\u304c\u5f71\u97ff\u3057\u305f\u6a21\u69d8\u3067\u3001\u540c\u793e\u306e\u7b2c2\u56db\u534a\u671f\u306e\u8abf\u6574\u5f8c\u306e\u4e00\u682a\u3042\u305f\u308a\u306e\u640d\u5931\u306f16\u30bb\u30f3\u30c8\u3067\u3057\u305f\u3002\u4e00\u65b9\u3067\u3001\u58f2\u4e0a\u9ad8\u306f487\u5104\u30c9\u30eb\u3067\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u3092\u8d85\u3048\u307e\u3057\u305f\u3002Centene\u306e\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u306f\u3001\u7d50\u679c\u306b\u300c\u5931\u671b\u3057\u3066\u3044\u308b\u300d\u3068\u8ff0\u3079\u3001\u53ce\u76ca\u306e\u56de\u5fa9\u306b\u5411\u3051\u3066\u7dca\u6025\u304b\u3064\u96c6\u4e2d\u3057\u3066\u5bfe\u5fdc\u3057\u3066\u3044\u308b\u3068\u5f37\u8abf\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u7d9a\u3044\u3066\u3001Deckers Outdoor\uff08\u30c7\u30c3\u30ab\u30fc\u30ba\u30fb\u30a2\u30a6\u30c8\u30c9\u30a2\uff09\u306f\u3001UGG\u30d6\u30fc\u30c4\u306e\u88fd\u9020\u4f1a\u793e\u3068\u3057\u3066\u8a8d\u77e5\u3055\u308c\u3001\u7b2c\u4e00\u56db\u534a\u671f\u306e\u7d50\u679c\u304c\u5e02\u5834\u306e\u4e88\u60f3\u3092\u4e0a\u56de\u308a\u3001\u682a\u4fa1\u304c12%\u4ee5\u4e0a\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u540c\u793e\u306e\u58f2\u4e0a\u306f9.65\u5104\u30c9\u30eb\u3067\u3001\u4e00\u682a\u3042\u305f\u308a\u306e\u5229\u76ca\u306f93\u30bb\u30f3\u30c8\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n
Carvana\uff08\u30ab\u30fc\u30f4\u30a1\u30ca\uff09\u306f\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u4e2d\u53e4\u8eca\u5c0f\u58f2\u696d\u8005\u3067\u3042\u308a\u3001Oppenheimer\u304c\u683c\u4e0a\u3052\u3057\u305f\u3053\u3068\u3092\u53d7\u3051\u3066\u3001\u682a\u4fa1\u304c\u307b\u307c3%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u6295\u8cc7\u9280\u884c\u306f\u3001Carvana\u306e\u300c\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u304c\u9806\u8abf\u306b\u904b\u55b6\u3055\u308c\u3066\u304a\u308a\u3001\u610f\u5473\u306e\u3042\u308b\u30ad\u30e3\u30c3\u30b7\u30e5\u3092\u751f\u307f\u51fa\u3057\u3066\u3044\u308b\u300d\u3068\u8a55\u4fa1\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u6700\u5f8c\u306b\u3001Charter Communications\uff08\u30c1\u30e3\u30fc\u30bf\u30fc\u30fb\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30ba\uff09\u306f\u3001\u6700\u65b0\u306e\u8ca1\u52d9\u7d50\u679c\u304c\u671f\u5f85\u3092\u4e0a\u56de\u3089\u306a\u304b\u3063\u305f\u305f\u3081\u3001\u682a\u4fa1\u304c\u7d0413%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u58f2\u4e0a\u9ad8\u306f137.7\u5104\u30c9\u30eb\u3067\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u306b\u306f\u898b\u5408\u3063\u3066\u3044\u308b\u3082\u306e\u306e\u3001\u8abf\u6574\u5f8c\u306eEBITDA\u304c\u4e88\u60f3\u3092\u4e0b\u56de\u3063\u305f\u3053\u3068\u304c\u5f71\u97ff\u3057\u305f\u3088\u3046\u3067\u3059\u3002<\/p>\n
\u4ee5\u4e0a\u3001\u6700\u8fd1\u306e\u91cd\u8981\u306a\u4f01\u696d\u30cb\u30e5\u30fc\u30b9\u306b\u3064\u3044\u3066\u3054\u7d39\u4ecb\u3044\u305f\u3057\u307e\u3057\u305f\u3002\u65e5\u672c\u5e02\u5834\u306b\u304a\u3044\u3066\u3082\u3001\u3053\u308c\u3089\u306e\u52d5\u5411\u306f\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u95a2\u5fc3\u3092\u6301\u305f\u308c\u308b\u5185\u5bb9\u3068\u306a\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
\u6700\u8fd1\u3001\u5e02\u5834\u306e\u6ce8\u76ee\u3092\u96c6\u3081\u308b\u4f01\u696d\u306e\u696d\u7e3e\u3084\u682a\u4fa1\u306e\u5909\u52d5\u306b\u3064\u3044\u3066\u8a73\u8ff0\u3057\u307e\u3059\u3002\u7279\u306b\u3001Intel\uff08\u30a4\u30f3\u30c6\u30eb\uff09\u3084Paramount\uff08\u30d1\u30e9\u30de\u30a6\u30f3\u30c8\uff09\u306e\u52d5\u304d\u304c\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"author":1,"featured_media":830960,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[5005],"tags":[],"class_list":{"0":"post-830954","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-markets-ja"},"raw_content":"
\u4f01\u696d\u52d5\u614b\uff1a\u6ce8\u76ee\u306e\u4f01\u696d\u30cb\u30e5\u30fc\u30b9<\/p>\n
\u6700\u8fd1\u3001\u5e02\u5834\u306e\u6ce8\u76ee\u3092\u6d74\u3073\u3066\u3044\u308b\u4f01\u696d\u306b\u3064\u3044\u3066\u3001\u3044\u304f\u3064\u304b\u306e\u91cd\u8981\u306a\u30dd\u30a4\u30f3\u30c8\u3092\u304a\u4f1d\u3048\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n
\u307e\u305a\u3001\u534a\u5c0e\u4f53\u5927\u624b\u306eIntel\uff08\u30a4\u30f3\u30c6\u30eb\uff09\u306f\u3001\u52b4\u50cd\u529b\u306e15%\u3092\u524a\u6e1b\u3057\u3001AI\u6226\u7565\u3092\u5f37\u5316\u3059\u308b\u305f\u3081\u306b\u30c1\u30c3\u30d7\u5de5\u5834\u306e\u5efa\u8a2d\u8a08\u753b\u3092\u7e2e\u5c0f\u3059\u308b\u3053\u3068\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u5f71\u97ff\u3067\u3001\u540c\u793e\u306e\u682a\u4fa1\u306f7%\u4ee5\u4e0a\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u540c\u793e\u306f\u7b2c2\u56db\u534a\u671f\u306e\u53ce\u76ca\u304c128.6\u5104\u30c9\u30eb\u306b\u9054\u3057\u3001LSEG\u304c\u4e88\u60f3\u3057\u3066\u3044\u305f119.2\u5104\u30c9\u30eb\u3092\u4e0a\u56de\u308b\u7d50\u679c\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u8abf\u6574\u5f8c\u306e\u4e00\u682a\u3042\u305f\u308a\u306e\u640d\u5931\u306f10\u30bb\u30f3\u30c8\u3067\u3042\u3063\u305f\u3053\u3068\u3082\u5831\u544a\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u6b21\u306b\u3001\u30e1\u30c7\u30a3\u30a2\u4f01\u696d\u306eParamount\uff08\u30d1\u30e9\u30de\u30a6\u30f3\u30c8\uff09\u306f\u3001CBS\u30c6\u30ec\u30d3\u306e\u89aa\u4f1a\u793e\u3067\u3042\u308a\u3001\u9023\u90a6\u901a\u4fe1\u59d4\u54e1\u4f1a\u306e\u627f\u8a8d\u3092\u53d7\u3051\u3066\u3001Skydance Media\u3068\u306e80\u5104\u30c9\u30eb\u306e\u5408\u4f75\u306b\u3064\u3044\u3066\u306e\u30cb\u30e5\u30fc\u30b9\u306b\u3088\u308a\u3001\u682a\u4fa1\u304c1%\u4ee5\u4e0a\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<\/p>\n
\u307e\u305f\u3001Centene\uff08\u30bb\u30f3\u30c6\u30a3\u30fc\u30f3\uff09\u3068\u3044\u3046\u7ba1\u7406\u533b\u7642\u63d0\u4f9b\u8005\u306f\u3001\u56db\u534a\u671f\u306e\u640d\u5931\u306b\u3088\u308a14%\u3082\u682a\u4fa1\u304c\u6025\u843d\u3057\u307e\u3057\u305f\u3002Medicaid\u304a\u3088\u3073Medicare\u30d3\u30b8\u30cd\u30b9\u306b\u304a\u3051\u308b\u4f1a\u54e1\u6570\u306e\u6e1b\u5c11\u304c\u5f71\u97ff\u3057\u305f\u6a21\u69d8\u3067\u3001\u540c\u793e\u306e\u7b2c2\u56db\u534a\u671f\u306e\u8abf\u6574\u5f8c\u306e\u4e00\u682a\u3042\u305f\u308a\u306e\u640d\u5931\u306f16\u30bb\u30f3\u30c8\u3067\u3057\u305f\u3002\u4e00\u65b9\u3067\u3001\u58f2\u4e0a\u9ad8\u306f487\u5104\u30c9\u30eb\u3067\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u3092\u8d85\u3048\u307e\u3057\u305f\u3002Centene\u306e\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u306f\u3001\u7d50\u679c\u306b\u300c\u5931\u671b\u3057\u3066\u3044\u308b\u300d\u3068\u8ff0\u3079\u3001\u53ce\u76ca\u306e\u56de\u5fa9\u306b\u5411\u3051\u3066\u7dca\u6025\u304b\u3064\u96c6\u4e2d\u3057\u3066\u5bfe\u5fdc\u3057\u3066\u3044\u308b\u3068\u5f37\u8abf\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u7d9a\u3044\u3066\u3001Deckers Outdoor\uff08\u30c7\u30c3\u30ab\u30fc\u30ba\u30fb\u30a2\u30a6\u30c8\u30c9\u30a2\uff09\u306f\u3001UGG\u30d6\u30fc\u30c4\u306e\u88fd\u9020\u4f1a\u793e\u3068\u3057\u3066\u8a8d\u77e5\u3055\u308c\u3001\u7b2c\u4e00\u56db\u534a\u671f\u306e\u7d50\u679c\u304c\u5e02\u5834\u306e\u4e88\u60f3\u3092\u4e0a\u56de\u308a\u3001\u682a\u4fa1\u304c12%\u4ee5\u4e0a\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u540c\u793e\u306e\u58f2\u4e0a\u306f9.65\u5104\u30c9\u30eb\u3067\u3001\u4e00\u682a\u3042\u305f\u308a\u306e\u5229\u76ca\u306f93\u30bb\u30f3\u30c8\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n
Carvana\uff08\u30ab\u30fc\u30f4\u30a1\u30ca\uff09\u306f\u3001\u30aa\u30f3\u30e9\u30a4\u30f3\u4e2d\u53e4\u8eca\u5c0f\u58f2\u696d\u8005\u3067\u3042\u308a\u3001Oppenheimer\u304c\u683c\u4e0a\u3052\u3057\u305f\u3053\u3068\u3092\u53d7\u3051\u3066\u3001\u682a\u4fa1\u304c\u307b\u307c3%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u6295\u8cc7\u9280\u884c\u306f\u3001Carvana\u306e\u300c\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u304c\u9806\u8abf\u306b\u904b\u55b6\u3055\u308c\u3066\u304a\u308a\u3001\u610f\u5473\u306e\u3042\u308b\u30ad\u30e3\u30c3\u30b7\u30e5\u3092\u751f\u307f\u51fa\u3057\u3066\u3044\u308b\u300d\u3068\u8a55\u4fa1\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u6700\u5f8c\u306b\u3001Charter Communications\uff08\u30c1\u30e3\u30fc\u30bf\u30fc\u30fb\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30ba\uff09\u306f\u3001\u6700\u65b0\u306e\u8ca1\u52d9\u7d50\u679c\u304c\u671f\u5f85\u3092\u4e0a\u56de\u3089\u306a\u304b\u3063\u305f\u305f\u3081\u3001\u682a\u4fa1\u304c\u7d0413%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u58f2\u4e0a\u9ad8\u306f137.7\u5104\u30c9\u30eb\u3067\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u306b\u306f\u898b\u5408\u3063\u3066\u3044\u308b\u3082\u306e\u306e\u3001\u8abf\u6574\u5f8c\u306eEBITDA\u304c\u4e88\u60f3\u3092\u4e0b\u56de\u3063\u305f\u3053\u3068\u304c\u5f71\u97ff\u3057\u305f\u3088\u3046\u3067\u3059\u3002<\/p>\n
\u4ee5\u4e0a\u3001\u6700\u8fd1\u306e\u91cd\u8981\u306a\u4f01\u696d\u30cb\u30e5\u30fc\u30b9\u306b\u3064\u3044\u3066\u3054\u7d39\u4ecb\u3044\u305f\u3057\u307e\u3057\u305f\u3002\u65e5\u672c\u5e02\u5834\u306b\u304a\u3044\u3066\u3082\u3001\u3053\u308c\u3089\u306e\u52d5\u5411\u306f\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u95a2\u5fc3\u3092\u6301\u305f\u308c\u308b\u5185\u5bb9\u3068\u306a\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n","_links":{"self":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/posts\/830954","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/comments?post=830954"}],"version-history":[{"count":0,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/posts\/830954\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/media\/830960"}],"wp:attachment":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/media?parent=830954"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/categories?post=830954"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/tags?post=830954"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}