À¯¾ÈŸ ¸®¼Ä¡¼¾ÅÍ µ¥Àϸ® ¼½ÅÍ News & Comments(10/18)
¡á ¹ÝµµÃ¼ ÀÌÀçÀ±(02-3770-5727)
¢º️±Û·Î¹ú ¹ÝµµÃ¼ ±â¾÷ ÁÖ°¡
- »ó½Â: TSMC +4.7%, TEL +3.0%, ASE +2.8%
- Ç϶ô: Western Digital -2.0%, Lam Research -0.6%, Applied Materials -0.4%
¢º️News & Data
"³»³â 3³ª³ë °Ýµ¹" »ï¼º-TSMC, ºÒºÙÀº ¹Ì¼¼°øÁ¤ ÁÖµµ±Ç °æÀï
- link: https://bit.ly/3vk8Gpf
µµ¿äŸ, Ĩ ºÎÁ·À¸·Î 11¿ù ±Û·Î¹ú »ý»ê·® 15% °¨Ãà
- link: https://s.nikkei.com/3FVt593
¡á µð½ºÇ÷¹ÀÌ/ÀÌÂ÷ÀüÁö ±è±¤Áø(02-3770-5594)
¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡
- »ó½Â: Ningbo Shanshan +10.0%, CATL +6.9%, Sumitomo +2.2%
- Ç϶ô: BOE -1.3%
¢º️News & Data
"Àü±âÂ÷º¸´Ù ¼ºÀå¼¼ ºü¸£´Ù" ESS ¹°·® µ¹¸®´Â ¹èÅ͸®Þä
- link: https://bit.ly/3DUf0qJ
»ï¼º¡¤Çö´ëÂ÷¡¤SK°¡ Ž³»´Â ²ÞÀÇ ±â¼ú ¡®¹«À½±Ø ¹èÅ͸®¡¯, 1ȸ ÃæÀü¿¡ 800§° ÁÖÇà
- link: https://bit.ly/3mYE0Gs
Å×½½¶ó ÀâÀº 500¸¸¿ø ñéÀü±âÂ÷¡¦120§°¸¸ ´Þ¸®´Âµ¥ ¿Ö
- link: https://bit.ly/3jbF7kN
¡á Àü±â/ÀüÀÚ ¹é±æÇö(02-3770-5635)
¢º️±Û·Î¹ú ÀüÀÚºÎÇ° ±â¾÷ ÁÖ°¡
- »ó½Â: Sunny Optics +3.3%, Murata +2.9%, Yageo +2.8%
¢º️News & Data
Æù »ö±ò ³» ¸¾´ë·Î¡¦»ï¼º, ¾Ë·Ï´Þ·Ï °¶Çø³3·Î ¾ÆÀÌÆù13 µ¹Ç³ ¸·´Â´Ù
- link: https://bit.ly/3DP6mJN
¢º️ÄÚ¸àÆ®
»ï¼ºÀü±â RFPCB ¿µ¾÷Á¤Áö °ø½Ã
- link: https://bit.ly/3jahKYZ
- ÁÖ¿ä ³»¿ë: RFPCB »ý»ê¡¤ÆǸŠÁß´Ü ¹× ÀÜ¿© ÀÚ»ê óºÐ
- ÁÖ¿ä ¿µÇâ: ¿¬°á±âÁØ ¸ÅÃâ °¨¼Ò°¡ ¿¹»óµÇ³ª, ¿µ¾÷¼Õ½Ç Ãà¼Ò·Î À繫±¸Á¶ °³¼±¿¡ ±àÁ¤ÀûÀÏ °ÍÀ¸·Î Àü¸Á. Âü°í·Î 2020³â ±âÁØ RFPCB ¸ÅÃâ¾× 4,270¾ï¿ø, ¿µ¾÷ÀûÀÚ 500¾ï¿ø ¼öÁØÀ̾ú´ø °ÍÀ¸·Î ÃßÁ¤
- 2022³âºÎÅÍ´Â ºÏ¹Ì °í°´»çÇâ RFPCB Á¦Ç° ½ÇÀûÀÌ ¹Ý¿µµÇÁö ¾ÊÀ» °ÍÀ¸·Î ÃßÁ¤µÊ¿¡ µû¶ó ±âÆǼַç¼Ç »ç¾÷ºÎ ½ÇÀû °³¼± Àü¸Á. ´ç»ç ¸®¼Ä¡¼¾ÅÍ´Â »ï¼ºÀü±â 2022³â RFPCB ¿µ¾÷ÀûÀÚ ±Ô¸ð¸¦ 150¾ï¿ø ¼öÁØÀ¸·Î ÃßÁ¤ÇÏ¿© ±â¾÷°¡Ä¡¸¦ »êÁ¤Çß´ø ¹Ù, ±âÁ¸ ÅõÀÚÀÇ°ß BUY, ¸ñÇ¥ÁÖ°¡ 25¸¸¿ø À¯Áö
- »ï¼ºÀü±â RFPCB »ç¾÷ ö¼ö¿¡ µû¸¥ ¹Ý»ç¼öÇý´Â ºñ¿¡ÀÌÄ¡(090460)°¡ ´©¸± ¼ö ÀÖÀ» °ÍÀ¸·Î ¿¹»ó. 2022³â ½ÇÀû¿¡ ºÏ¹Ì ÁÖ·Â °í°´»ç RFPCB ¹°·®ÀÌ 2,400¾ï Á¤µµ Ãß°¡µÇ¸é¼, µ¿»ç 2022³â±âÁØ ¿¬¸ÅÃâ 1Á¶¿ø/¿µ¾÷ÀÌÀÍ 700~800¾ï¿ø ¼öÁØÀÌ °¡´ÉÇÒ °ÍÀ¸·Î ÃßÁ¤
¡á ÈÇÐ/Á¤À¯ Ȳ±Ô¿ø(02-3770-5607)
¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡
- »ó½Â: Sinopec +1.8%, LUKoil +1.7%, ExxonMobil +1.0%
- Ç϶ô: BASF -0.1%
¢º️News & Data
ÇÁ¶û½º ÀÌ¾î ¿µ±¹µµ ¿øÀü È®´ëÅ°·Î
- link: https://bit.ly/2YYWZYN
¿ø¾ÈÀ§, ½Å°í¸® 5¡¤6È£±â ³Ã°¢Çؼö°èÅë °Ç¼³º¯°æ Çã°¡
- link: https://bit.ly/3DP57dB
White House revising climate spending plans after Sen. Manchin objects -NYT
- link: https://reut.rs/3n1p4XW
(ÁÖ°£ ½Ì°¡Æú º¹ÇÕÁ¤Á¦¸¶Áø µ¿Çâ)
- 2020³â 4ºÐ±â 1.2$ ¡æ 2021³â 3ºÐ±â 3.9$ ¡æ 2021³â 9¿ù 5.2$ ¡æ 10¿ù 2ÁÖ 6.9$/¹è·² (°ú°Å Æò±Õ 5.8$, ¼ÕÀͺбâÁ¡ 4.0$) ¡æ 2021³â 10¿ù 15ÀÏ 7.57$
(Áß±¹ ¼®ÈÁ¦Ç° °¡°Ý µ¿Çâ, 10¿ù 15ÀÏ)
- »ó½ÂÆø ÓÞ: Ŭ·Î·ÎÆ÷¸§ +3.41% PTA +2.8% ¸ÞŸÁß¾ÆȲ»ê³ªÆ®·ý +2.78% Ç϶ôÆø ÓÞ: DME ¡â2.98% ÃÊ»ê ¡â2.76% DOP ¡â2.64%
(°èÅëÇÑ°è°¡°Ý °¡ÁßÆò±ÕÄ¡)
- (Á÷ÀüÁÖ 10¿ù 2ÁÖ) 108.74¿ø/kWh, (10¿ù 3ÁÖ) 108.10¿ø/kWh
¡á ö°/±Ý¼Ó/ÀÚµ¿Â÷ ÀÌÇö¼ö(02-3770-5718)
¢º️±Û·Î¹ú ö°/±Ý¼Ó ±â¾÷ ÁÖ°¡
- »ó½Â: JFE Holdings +2.3%, China Steel +1.4%, ArcelorMittal +1.1%
- Ç϶ô: Baoshan -3.4%, U.S. Steel -1.5%
¢º️±Û·Î¹ú ÀÚµ¿Â÷ ±â¾÷ ÁÖ°¡
- »ó½Â: NIO +3.9%, BYD +3.8%, Tesla +3.0%
¢º️News & Data
±â¾à¾ø´Â ó³ °ÆÇ °¡°Ý Çù»ó ¡¤¡¤¡¤ ¾Ö²ú´Â ºÎÇ°¾÷°è
- link: https://bit.ly/3jd7D5L
ö±Ù ÆǸŠÁøµµÀ², ÀÌ´Þ ¸ñǥġ ¹«³È÷ Ãß¿ù
- link: https://bit.ly/3DPa0nc
±¹³» 3ºÐ±â ÀÚµ¿Â÷ »ý»ê, 13³â¸¸¿¡ ÃÖ¼Ò¡¦¹ÝµµÃ¼ ºÎÁ· Å¿
- link: https://bit.ly/3aMFtd8
Åä¿äŸ, ¹ÝµµÃ¼ ºÎÁ·À¸·Î 11¿ù¿¡µµ 15% °¨»ê
- link: https://bit.ly/3vlkCHb
Å×½½¶ó, ºñÆ®ÄÚÀÎ Æò°¡ÀÌÀ͸¸ 1Á¶¿ø
- link: https://bit.ly/3ANINzc
¡á °Ç¼³/°ÇÀÚÀç ±è±â·æ(02-3770-3521)
¢º️±Û·Î¹ú °Ç¼³ ±â¾÷ ÁÖ°¡
- »ó½Â: Technicas +1.4%, Chiyoda +0.5%, Saipem +0.3%
- Ç϶ô: JGC -1.2%, Fluor -0.6%
¢º️News & Data
9¾ï´ë ¼¿ï °í°¡ÁÖÅà ºñÁß, ÙþÁ¤ºÎ µé¾î 3.6¹è ´Ã¾ú´Ù
- link: https://bit.ly/3n7gszg
¼±°Å ¾ÕµÎ°í Ç¥½É °ü¸®?...°ø°øÁÖÅà ¹Ý´ëÇÏ´Â æ¨ ±¸Ã»Àåµé
- link: https://bit.ly/3aI41nw
ÇÑÀº ÃÑÀç "°¡°èºÎä ±ÞÁõÀº Áý°ª ¿À¸¥ ÀÌÀ¯µµ »ó´çÈ÷ Ä¿"
- link: https://bit.ly/3ARyYjP
°úõ½Ã, Àç°ø±Þ ¾ÆÆÄÆ® ¹«¼øÀ§ û¾à°³¼± °ÇÀÇ¡¦"À§ÀåÀüÀÔ Â÷´Ü"
- link: https://bit.ly/2YVDUa2
'¹Ý°ªº¹ºñ' D-4¡¦¹Ý¹ßÇÏ´Â Áß°³»çµé "È¿·ÂÁ¤Áö °¡Ã³ºÐ ½Åû"
- link: https://bit.ly/2Z2lKnt
10¸í Áß 6¸í ¡°Áý°ª ¾ÈÁ¤È À§ÇÑ ºÎµ¿»ê Àü´ã °¨µ¶±â±¸ ¸¸µé¾î¾ß¡±
- link: https://bit.ly/3aKFDBL
¹Ù»Ú´Ù°í Àεµ Â÷´ÜºÀ±îÁö »Ì°í ºÒ¹ýÁÖÂ÷¡¦°í°³¼÷ÀÎ LH»çÀå
- link: https://bit.ly/3DNF32K
¼ÛÆı¸Ã»Àå "¿¾ ¼ºµ¿±¸Ä¡¼Ò ºÎÁö, ¿ø¾È´ë·Î °³¹ßÇؾß"
- link: https://bit.ly/3lKBT9I
9¿ù ¼¿ï ¾ÆÆÄÆ® Æò±ÕºÐ¾ç°¡ Æò´ç 3135¸¸¿ø¡¦Àü³âÝï 17%¡è
- link: https://bit.ly/3n7suZs
Çö´ë°Ç¼³, Æ÷Ç× È¯È£±Ù¸°°ø¿ø °øµ¿ÁÖÅà ½ÅÃà°ø»ç ¼öÁÖ °ø½Ã
- link: https://bit.ly/3BQq7Qx
¡á Åë½Å¼ºñ½º/ÁöÁÖȸ»ç ÃÖ³²°ï(02-3770-5604)
¢º️±Û·Î¹ú Åë½Å ±â¾÷ ÁÖ°¡
- »ó½Â: Siegfried +1.0%, Verizon +0.7%, AT&T +0.3%
- Ç϶ô: Plug Power -1.8%
¢º️News & Data
¹æÅëÀ§ ¡°¾ÖÇᤱ¸±Û ¡®Àξ۰áÁ¦ ±ÝÁö¡¯ ÀÌÇà¾È ºÎ½Ç, ÈÄ¼Ó Á¶Ä¡ÇÒ °Í¡±
- link: https://bit.ly/3aSmk9v
SK±×·ì, À¯·´ ÃÖ´ë Àç¹ú ¹ß·»º£¸®Ê«¿Í ¼Õ Àâ´Â´Ù
- link: https://bit.ly/3p9aHDx
¡á ÀÎÅͳÝ/°ÔÀÓ ÀÌ⿵(02-3770-5596)
¢º️±Û·Î¹ú ÀÎÅͳÝ/°ÔÀÓ ±â¾÷ ÁÖ°¡
- »ó½Â: Amazon +3.3%, Tencent +2.6%, Paypal +0.7%
- Ç϶ô: Facebook -1.1%, EA -0.7%
¡á ÈÀåÇ°/À½½Ä·á ¹ÚÀºÁ¤(02-3770-5597)
¢º️±Û·Î¹ú ÈÀåÇ° ±â¾÷ ÁÖ°¡
- »ó½Â: Proya +5.2%, Kering +1.0%, Estee Lauder +0.4%
- Ç϶ô: YSG -2.9%, LVMH -0.4%, Loreal -0.1%
¢º️±Û·Î¹ú À½½Ä·á ±â¾÷ ÁÖ°¡
- »ó½Â: Ajinomoto +1.8%, EVK +0.7%
- Ç϶ô: Dali -3.1%, Asahi -1.5%, Wantwant -1.2%
¢º️News & Data
'À§µå Äڷγª' ±âÁö°³.. 18ÀϺÎÅÍ ¼öµµ±Ç 8ÀαîÁö ¸ðÀÓ
- link: https://bit.ly/3BXGDyA
'¿¬°£ ¼Òºñ¾× 1850Á¶' ñé¿©¼º ÇÙ½É ¼ÒºñÃþ ±ÞºÎ»ó
- link: https://bit.ly/3n5l1d1
ÇÑÀº "Çë´Ù±×·ì »çÅÂ, ¿µÇâ Á¦ÇÑÀû¡¦Áß±¹°æÁ¦ ¼ºÀåÀº µÐÈ"
- link: https://bit.ly/2YRe1It
"¸ÂÃãÇü °Ç±â½Ä ÁýÁß"¡¦¾Æ¸ð·¹ÆÛ½ÃÇÈ, ±¸µ¶ ¼ºñ½º ÀçµµÀü
- link: https://bit.ly/3DQPh2k
CJ ÇØÂùµé °íÃßÀå ÇÒ¶ö ÀÎÁõ¡¦10¾ï ¹«½½¸² 'Á¤Á¶ÁØ'
- link: https://bit.ly/3vj8RRE
CJÁ¦ÀÏÁ¦´ç, Ú¸ ½´¿Ï½º '·¹µå¹Ù·Ð' ½ÅÁ¦Ç° Ãâ½Ã¡¦³Ãµ¿ÇÇÀÚ »ç¾÷ °È
- link: https://bit.ly/3jbprhq
ȸ»çµ·À¸·Î 14¾ï ¿äÆ® »ê CJÀÏ°¡, ÁýÇàÀ¯¿¹ ¼±°í
- link: https://bit.ly/3FYAX9C
ÇÏÀÌÆ®Áø·Î, 300³â ÀüÅë ÀÌÅ»¸®¾Æ Ä¡¾ÆÄ¡ ¿ÍÀÎ 6Á¾ Ãâ½Ã
- link: https://bit.ly/3pdavTJ
³ó½É, '°ÇÁ¶ ½ÄÀç·á' ½ÃÀå °³Ã´ ³ª¼±´Ù¡¦¶ó¸é ½ÃÀå Á¤Ã¼ 'µ¹Æı¸'
- link: https://bit.ly/2Z5zLRp
¡á Á¦¾à/¹ÙÀÌ¿À ¼¹ÌÈ(02-3770-5595)
¢º️±Û·Î¹ú Á¦¾à/¹ÙÀÌ¿À ±â¾÷ ÁÖ°¡
- »ó½Â: Lonza +0.4%
- Ç϶ô: Immunovant -5.4%, Athenex -4.5%, Arvinas -3.0%
¢º️News & Data
FDA ÀÚ¹®À§, ¾á¼¾ Äڷγª19 ¹é½Å "Ãß°¡Á¢Á¾ ±Ç°í"
- link: https://bit.ly/3ATVjNA
¼¿Æ®¸®¿ÂȦµù½º, ÇコÄɾîȦµù½º¸¸ ÇÕº´ "½ºÅ²Å¥¾î Á¦¿Ü"
- link: https://bit.ly/3n1oVnm
ÈÀÌÀÚ-¹ÙÀÌ¿À¿£Å×Å©, EMA¿¡ 5¡11¼¼ ¹é½Å ÀÓ»óÀÚ·á Á¦Ãâ
- link: https://bit.ly/3jajJMV
¸¸¸®À强 ³Ñ´Â K¹ÙÀÌ¿À¡¤¡¤¡¤Óßñé ±â¼ú¼öÃâ 2Á¶ µ¹ÆÄ
- link: https://bit.ly/3n54EgG
¼¿Æ®¸®¿Â, ºí·Ï¹ö½ºÅÍ ½Å¾à È޹̶ó ¹ÙÀÌ¿À½Ã¹Ð·¯ ±¹³» Ç°¸ñÇã°¡ ȹµæ
- link: https://bit.ly/2YW0FLC
¾Ëº¸ÅØ, ¾Öºêºñ 'È޹̶ó' ºÒ¹ýÇàÀ§ ¼Ò¼Û ½Â¼Ò
- link: https://bit.ly/3vnAJE5
·¹¹æ½º 'Åå½Å', FDA Çã°¡ Áöü¡¦ÈÞÁ© '·¹Æ¼º¸' ¹Ý»çÀÍ
- link: https://bit.ly/3aLViAN
´ë¿õÁ¦¾à Æå¼öÇÁ¶óÀÜ, Áßµ¿ 6°³±¹ 1000¾ï¿ø ±Ô¸ð ÁøÃâ°è¾à ü°á
- link: https://bit.ly/3vlSRyb
¡á ¼Ò¸Å/À¯Åë ÀÌÁøÇù(02-3770-5659)
¢º️±Û·Î¹ú À¯Åë ±â¾÷ ÁÖ°¡
- »ó½Â: Macy's +4.0%, Amazon +3.3%, Nordstrom +2.7%
¢º️News & Data
·Ôµ¥¹éÈÁ¡,ù Èñ¸ÁÅðÁ÷¿¡ 500¿©¸í ½Åû¡¦11¿ùÁß ´ë±Ô¸ð ½Å±Ô ä¿ë
- link: https://bit.ly/3jumGZ1
"¾Æħ 8½ÃºÎÅÍ ÁÙ¼¹¾î¿ä"¡¦À¯´ÏŬ·Î 10¸¸¿ø ¸íÇ°Æеù '¿ÀÇ·±'
- link: https://bit.ly/3pgmobT
[½Ã±×³Î] ¼¿ï ¼º¼öµ¿ À̸¶Æ® º»»ç, 1𼠳Ѵ °¡°ÝÀ¸·Î Å©·¡ÇÁÅæ¿¡ Æȸ°´Ù
- link: https://bit.ly/30ujQfH
¹° »ü´ø ½Å¼¼°èÛÝ °³²Á¡, ºÎ»çÀå±Þ Á¡Àå ±³Ã¼¡¦"ÇöÀå °ü¸® °È"
- link: https://bit.ly/3mUYYWo
4°³¿ù° °æÁ¦ ºÒÈ®½Ç¼º Áö¼Ó¡¦10¿ù ¹°°¡ 3% »ó½Â °¡´É¼º(Á¾ÇÕ)
- link: https://bit.ly/3DQ1vZ2
10³â°£ ´©ÀûÀûÀÚ 4Á¶8000¾ï¿ø ÄíÆÎ, µ· µÇ´Â ¡®3ÀÚ ¹°·ù¡¯ º»°ÝÈ ¼ö¼ø
- link: https://bit.ly/2Z1kalO
SSG´åÄÄ, ¼îÇδëÀü '¾³µ¥ÀÌ' ¾ÕµÎ°í ¾Û ¼³Ä¡ 32% Áõ°¡
- link: https://bit.ly/3pbCR0U
¡á ÀºÇà/Áõ±Ç/º¸Çè Á¤ÅÂÁØ(02-3770-5585)
¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡
- »ó½Â: Goldman Sachs +3.8%, HSBC +2.4%, JPMorgan Chase +1.9%
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 |
Á¤º¸ °¨»çÇÕ´Ï´Ù. °¨±âÁ¶½ÉÇϼ¼¿ä^^
°¨»çÇÕ´Ï´Ù~Áñ ÇÑÁֵǼ¼¿ä^^