À¯¾ÈŸ ¸®¼Ä¡¼¾ÅÍ µ¥Àϸ® ¼½ÅÍ News & Comments(07/04)
¡á ÈÇÐ/Á¤À¯ Ȳ±Ô¿ø(02-3770-5607)
¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡
- »ó½Â: ExxonMobil +2.2%, LUKoil +1.0%
- Ç϶ô: Reliance -7.2%, DuPont -1.5%, BASF -0.6%
¢º️News & Data
ÀÌâ¾ç "¹«¿ª±ÝÀ¶ 301Á¶¿ø ÀÌ»óÀ¸·Î È®´ë¡¦Àӽü±¹Ú ¿ù 4ô ÅõÀÔ"
- link: https://bit.ly/3umATfS
JP¸ð°Ç "·¯ º¸º¹ °¨»ê ½Ã, ÃÖ¾ÇÀÇ °æ¿ì À¯°¡ 3¹è·Î"
- link: https://bit.ly/3bBq3Mo
DOE amends Civil Nuclear Credit programme criteria
- link: https://bit.ly/3a7vHFX
Agrivoltaics for hop growth
- link: https://bit.ly/3R7ark8
(Áß±¹ ¼®ÈÁ¦Ç° °¡°Ý µ¿Çâ, 7¿ù 1ÀÏ)
- »ó½ÂÆø ÓÞ: ¹ßÀü¿ë ¼®Åº +1.11% õ¿¬°í¹« +0.78% LDPE +0.70% Ç϶ôÆø ÓÞ: EG ¡â2.60% ºÒ»ê ¡â2.59% ¾ÆµðÇÁ»ê ¡â2.35%
(½Ì°¡Æú º¹ÇÕÁ¤Á¦¸¶Áø µ¿Çâ)
- 2022³â 1ºÐ±â 8.1$ ¡æ 2022³â 5¿ù 21.1$ ¡æ 6¿ù 5ÁÖ 20.9$/¹è·²(°ú°Å Æò±Õ 6.0$, ¼ÕÀͺбâÁ¡ 4.5$) ¡æ 7¿ù 1ÀÏ 16.8$/¹è·²
(°èÅëÇÑ°è°¡°Ý °¡ÁßÆò±ÕÄ¡)
- (Á÷ÀüÁÖ 6¿ù 4ÁÖ) 130.20¿ø/kWh, (6¿ù 5ÁÖ) 141.97¿ø/kWh
¡á ö°/±Ý¼Ó/ÀÚµ¿Â÷ ÀÌÇö¼ö(02-3770-5718)
¢º️±Û·Î¹ú ö°/±Ý¼Ó ±â¾÷ ÁÖ°¡
- »ó½Â: Baoshan +2.7%, Nucor +1.2%, China Steel +0.9%
- Ç϶ô: JFE Holdings -0.5%
¢º️±Û·Î¹ú ÀÚµ¿Â÷ ±â¾÷ ÁÖ°¡
- »ó½Â: GM +1.4%, Tesla +1.2%, Volkswagen +0.0%
- Ç϶ô: Honda -3.0%, NIO -1.7%, Toyota -1.6%
¢º️News & Data
Çö´ëÂ÷ ³ëÁ¶, Æľ÷ Âù¹ÝÅõÇ¥ °¡°á¡¦71.80% Âù¼º
- link: https://bit.ly/3AioddM
Çö´ëÂ÷, ¿¬±¸°³¹ßº»ºÎ Á¶Á÷ °³Æí ´ÜÇà..SW Á¦¾î ´ã´ç ºÎ¼ 'ÅëÇÕ'
- link: https://bit.ly/3ajqASO
Å×½½¶ó 2Q Â÷·® Àεµ ÀüºÐ±âÝï 18%¡é¡¦ñé Äڷγª ºÀ¼â ¿©ÆÄ
- link: https://bit.ly/3OEOR4M
ÀϺ» 1~6¿ù ½ÅÂ÷ ÆǸŠ208¸¸´ë·Î 15%¡é..."11³â ¸¸¿¡ Àú¼öÁØ"
- link: https://bit.ly/3y0hJxm
º¼º¸, 1Á¶6õ¾ï ÅõÀÚ ½½·Î¹ÙÅ°¾Æ¿¡ 25¸¸´ë ±Ô¸ð Àü±âÂ÷°øÀå ½Å¼³
- link: https://bit.ly/3IehBih
GM tops Toyota; Nissan, Honda skid in Q2; Hyundai, Kia volume off 4th straight month on low inventory
- link: https://bit.ly/3NChrT3
¢º️ÄÚ¸àÆ®
2022³â 6¿ù Çö´ëÂ÷/±â¾Æ ÆǸŽÇÀû
- Çö´ëÂ÷ ±Û·Î¹ú 340,534´ë(YoY -4.5%), ±¹³» 59,510´ë(YoY -13.0%), ÇØ¿Ü 281,024´ë(YoY -2.5%)
- ±â¾Æ ±Û·Î¹ú 258,610´ë(YoY +1.8%), ±¹³» 45,110´ë(YoY -8.5%), ÇØ¿Ü 213,500´ë(YoY +4.3%)
- ¾ç»ç ±¹³» ÆǸŴ Àü³âµ¿±â´ëºñ ºÎÁøÇßÀ¸¸ç, ÀÌ´Â ¹ÝµµÃ¼ ¼ö±Þ À̽´·Î ÀÎÇÑ »ý»ê Â÷Áú, ȹ°¿¬´ë Æľ÷(6/8~6/15)À¸·Î ÀÎÇÑ ÃâÇÏ Â÷Áú ¿µÇâÀ¸·Î ÃßÁ¤
- ±×·¯³ª Çö´ëÂ÷ ¿ùº° ÆǸŴë¼ö´Â 30.9¸¸´ë(4¿ù) ¡æ 32.4¸¸´ë(5¿ù) ¡æ 34.1¸¸´ë(6¿ù), ±â¾Æ´Â 23.9¸¸´ë(4¿ù) ¡æ 23.5¸¸´ë(5¿ù) ¡æ 25.9¸¸´ë(6¿ù) ±â·ÏÇϸç ÆǸŴë¼ö°¡ Áõ°¡ÇÏ´Â ¸ð½À. ƯÈ÷ ±â¾Æ´Â 3Q22 ¿ùÆò±Õ 25¸¸~27¸¸´ë »ý»êÀ» °èȹ ÁßÀÎ °ÍÀ¸·Î ÆľǵǸç, ¸ñÇ¥ ´Þ¼º ½Ã ÆǸŴë¼ö ¶ÇÇÑ Áõ°¡ÇÒ °ÍÀ¸·Î Àü¸Á
¡á °Ç¼³/°ÇÀÚÀç ±è±â·æ(02-3770-3521)
¢º️±Û·Î¹ú °Ç¼³ ±â¾÷ ÁÖ°¡
- »ó½Â: Saipem +8.3%
- Ç϶ô: Chiyoda -4.9%, Fluor -3.1%, JGC -1.0%
¢º️News & Data
·¹¹ÌÄÜ ¿î¼Ûºñ Çù»ó ±ØÀû Ÿ°á¡¦'2³â 24.5%' Àλó ÇÕÀÇ
- link: https://bit.ly/3yAMtXg
¿À¼¼ÈÆ "Áý°ª ´õ ºüÁ®µµ µÈ´Ù, Ç϶ô¾ÈÁ¤ ½Ã±×³Î °è¼Ó ÁÙ °Í"
- link: https://bit.ly/3Ao0iJO
¿À¼¼ÈÆ ¼¿ï½ÃÀå ¡°¾àÀÚ¿Í µ¿ÇàÇÏ´Â »ó»ýµµ½Ã ¼¿ï ¸¸µé°Ú´Ù¡±
- link: https://bit.ly/3IebpXW
¼¿ï½Ã, Â÷±â ÁÖÅÃÁ¤Ã¥½ÇÀå ¹Î°£¿¡¼ »Ì´Â´Ù¡¦°³¹æÁ÷ °ø¸ð
- link: https://bit.ly/3ukuXno
Àç°ÇÃà º¹º´ ¹®ÈÀç, Á¤ºÎ°¡ ¼Õ½Ç Áö¿øÇÑ´Ù
- link: https://bit.ly/3af4CQT
½Ã¸àÆ®Çùȸ ¡°ESG °æ¿µ È®´ëÇÏÀÚ¡±¡¦ Á¦1ȸ ½Ã¸àÆ®ÀÇ ³¯ ±â³ä½Ä
- link: https://bit.ly/3ac25Ha
°Å·¡Àýº® Àå±âȵdzª..1~5¿ù ¾ÆÆÄÆ® °Å·¡ ¿ª´ë ÃÖÀú
- link: https://bit.ly/3bONNgk
¼¿ï ¾ÆÆÄÆ® ¸Å¼ö½É¸® 8ÁÖ° Ç϶ô¡¦°³²¡¤°ºÏ ¾È°¡¸®°í '¶Ò'
- link: https://bit.ly/3P15OGi
Áý°ª Ç϶ô¼¼¿¡µµ¡¦¼¿ï 6¿ù °æ¸Å ³«Âû°¡À²Àº ¹Ýµî
- link: https://bit.ly/3OHeu4S
Àá½Ç5´ÜÁö Àç°ÇÃà, Çб³ºÎÁö ¹ß¸ñ¡¦¼¿ï½Ã¡¤Á¶ÇÕ vs ±³À°Ã» 'ÆØÆØ'
- link: https://bit.ly/3NEMu0F
Á¾·Î 20Ãþ ºôµù 5ºÐ°£ Èçµé¡¦ 1000¸í ´ëÇÇ ¼Òµ¿
- link: https://bit.ly/3yBWm78
SK¿¡ÄÚÇ÷£Æ® 'ÇÁ¸®IPO' ¸¶¹«¸®¡¦ÀÚº» 1Á¶¿ø È®Ãæ ¼º°ø
- link: https://bit.ly/3R7dtVl
¡á Åë½Å¼ºñ½º/ÁöÁÖȸ»ç ÃÖ³²°ï(02-3770-5604)
¢º️±Û·Î¹ú Åë½Å ±â¾÷ ÁÖ°¡
- »ó½Â: Plug Power +3.7%, Siegfried +2.4%, Verizon +1.8%
¢º️News & Data
LG U+, 5G ÁÖÆļö Ç°³ª¡¦ SKT¡¤KT ºÒÂü Àü¸Á
- link: https://bit.ly/3yEI5GP
SKÆÊÅ×ÄÚ, ÀÚȸ»ç SK¹ÙÀÌ¿ÀÅØ ¾ÆÀÏ·£µå Áõ¼³¿¡ 3õ¸¸´Þ·¯ Ãß°¡ ÅõÀÚ
- link: https://bit.ly/3bNLWs7
¡á ÀÎÅͳÝ/°ÔÀÓ ÀÌ⿵(02-3770-5596)
¢º️±Û·Î¹ú ÀÎÅͳÝ/°ÔÀÓ ±â¾÷ ÁÖ°¡
- »ó½Â: Amazon +3.2%, Paypal +2.2%, Salesforce +1.9%
- Ç϶ô: Meta Platforms -0.8%, Google -0.2%
¢º️News & Data
'ÅõÀÚ ±¤Æø Çຸ' ³×À̹öÁ¦Æ®, Á¦ÆäÅä »ýÅ°è Å°¿î´Ù [¸ÞŸ¹ö½º24]
- link: https://bit.ly/3un6HRF
³×À̹ö¡¤Ä«Ä«¿À, 4ÀϺÎÅÍ »ó½Ã ¿ø°Ý±Ù¹« µ¹ÀÔ
- link: https://bit.ly/3AoMP4H
¡á ÈÀåÇ°/À½½Ä·á ¹ÚÀºÁ¤(02-3770-5597)
¢º️±Û·Î¹ú ÈÀåÇ° ±â¾÷ ÁÖ°¡
- »ó½Â: YSG +18.1%, P&G +1.6%, Estee Lauder +0.7%
- Ç϶ô: Proya -4.0%, Shanghai Jahwa -3.1%, KOSE -2.3%
¢º️±Û·Î¹ú À½½Ä·á ±â¾÷ ÁÖ°¡
- »ó½Â: Coca Cola +2.3%, MDLZ +2.0%, PepsiCo +1.6%
- Ç϶ô: Asahi -0.9%, EVK -0.6%
¢º️News & Data
"±âÁö°³¸¸ ÄÑ´Ù ¾î±ú ºüÁúÆÇ"¡¦8³â° ¿äÁöºÎµ¿ ¸é¼¼Çѵµ¿¡ ¾÷°è 'ÇѼû'
- link: https://bit.ly/3NESNRR
"³Ê¹« ´Ã¾ú³×"¡¦ÆÊÀ¯ Àç°í ±ÞÁõ¿¡ ±ô¦ ³î¶õ ÀδÏ, ¼öÃâ ¹°·® È®´ë
- link: https://bit.ly/3Id9nHx
Á¤À¯°æ, ½Å¼¼°è ÁÖ½Ä ´ãº¸ 800¾ï ´ëÃâ¹ÞÀº ÀÌÀ¯´Â
- link: https://bit.ly/3a9X4iC
ñé ¡®¹Î½É ¹Ù·Î¹ÌÅÍ¡¯ µÅÁö°í±â °¡°Ý ÀÏÁÖÀÏ »õ 13% ±Þµî..¹°°¡ »ó½Â ¾Ð¹Ú
- link: https://bit.ly/3R79AzW
¼öÀÔ °î¹°°¡°Ý 3ºÐ±â¿¡µµ ¿À¸¥´Ù¡¦4ºÐ±âºÎÅÍ´Â ²ªÀÏ µí
- link: https://bit.ly/3OEUi3z
·Ôµ¥Ä¥¼ºÀ½·á, 'ÇÇÃ÷ ¼öÆÛŬ¸®¾î' ÆǸŠÁß´Ü..."Ŭ¶ó¿ìµå¿¡ ÁýÁß"
- link: https://bit.ly/3If3cTm
ÇÏÀÌÆ®Áø·Î ȹ°Â÷ÁÖ Æľ÷ '³Ë´Þ°'¡¦µµ·ÎÁ¡°Å ¾ðÁ¦±îÁö?
- link: https://bit.ly/3IbKc80
'ÇÑ´Þ 7°³²Ã' Æĸ®¹Ù°Ô¶ß, Ú¸ ´ºÀúÁöñ¶ ÃâÁ¦°Åħ¾ø´Â ¸öÁý Å°¿ì±â
- link: https://bit.ly/3IaI9RA
3040 ¹ÝÇß´Ù¡¦ÀϺ»¼ º£½ºÆ® ´ÙÀ̾îÆ® °£½Ä 'Ç®¹«¿ø µÎºÎ¹Ù'
- link: https://bit.ly/3aa6TNk
ìí ¼ÒºñÀÚ, ¿À¸®¿Â¡¤ÇØÅ¡¤³ó½É µî ùÛ °úÀÚ ¸Å·Â¿¡ ¡®Ç³µ¢'
- link: https://bit.ly/3OEUlwh
¡á ¼Ò¸Å/À¯Åë ÀÌÁøÇù(02-3770-5659)
¢º️±Û·Î¹ú À¯Åë ±â¾÷ ÁÖ°¡
- »ó½Â: Coupang +18.0%, Amazon +3.2%, Dufry +1.3%
- Ç϶ô: Macy's -1.9%, Nordstrom -1.8%, Aeon -0.9%
¢º️News & Data
'È® ¹Ù²ï' ¸¶Èç³×»ì ·Ôµ¥ÛÝ º»Á¦"ÇÁ¸®¹Ì¾ö Àü·«À¸·Î ¸ÅÃâ 1À§ Żȯ"
- link: https://bit.ly/3AjY6mz
À̸¶Æ®24, ¸»·¹ÀÌ½Ã¾Æ 20È£Á¡ ¿¾î¡¦"5³â³» 300°³Á¡ ¸ñÇ¥"
- link: https://bit.ly/3If5Msf
"ñé ¾îºä¡ °ñÄ¡"¡¦eÄ¿¸Ó½º ÆǸŠÇãµé ³ôÀδÙ
- link: https://bit.ly/3NySdVK
'½ºÅ¸ÇÊµå ¼¿ï' ²Þ²Ù´Â ½Å¼¼°è, µ¿¼¿ï ÇÁ·ÎÁ§Æ® ¼Óµµ³½´Ù
- link: https://bit.ly/3IaGRGa
À¯´ÏÄÜ ²Þ²Ù´ø ¡®ºÎ¸ª¡¯ ±¹³»¡¤¿Ü ÀÚ±Ý À¯Ä¡ ÀÕµû¶ó ºÒ¹ß [½Ã±×³Î]
- link: https://bit.ly/3OW6LQk
µô·ÎÀÌÆ®, À̸¶Æ® ¸íÀÏ¡¤¹®ÇöÁ¡ ¸Å°¢°¡ 8000¾ï Á¦½Ã
- link: https://bit.ly/3R9nWjm
[´Üµ¶] Áß°í °Å·¡±îÁö Ç°´Â ³×À̹ö¡¦ ¸®¼¿ Ç÷§Æû ¡®Å©¸²¡¯ ÀÔÁ¡
- link: https://bit.ly/3OHZNi2
¡á ÀºÇà/Áõ±Ç/º¸Çè Á¤ÅÂÁØ(02-3770-5585)
¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡
- »ó½Â: Berkshire Hath +1.6%, MetLife +1.4%, JPMorgan Chase +1.3%
- Ç϶ô: MUFG -0.2%, Swiss Re -0.1%
À¯¾ÈŸ ¸®¼Ä¡¼¾ÅÍ ±â¾÷ºÐ¼®ÆÀ ä³Î
https://t.me/yuantaresearch
À¯¾ÈŸ ¸®¼Ä¡¼¾ÅÍ ÅõÀÚÀü·«ÆÀ ä³Î
https://t.me/yuantais
À¯¾ÈŸ Ƽ·¹ÀÌ´õ ÀÎÆ÷ ä³Î
www.myasset.com/tradarinfo
À¯¾ÈŸ ¸®¼Ä¡¼¾ÅÍ Ä«Ä«¿ÀÅå ä³Î
http://pf.kakao.com/_yVbxeK |