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À¯¾ÈŸ ¸®¼­Ä¡¼¾ÅÍ µ¥Àϸ® ¼½ÅÍ News Comments 4
´õ³ªÀº¼¼»óÀ»À§ÇØ 1 2021-02-25 08:17   Á¶È¸ : 1145
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¡á ¹ÝµµÃ¼/Àü±âÀüÀÚ ÀÌÀçÀ±(02-3770-5727)


¢º️±Û·Î¹ú ¹ÝµµÃ¼ ±â¾÷ ÁÖ°¡

- »ó½Â: Lam Research +6.1%, Applied Materials +5.7%, Western Digital +5.0%           

- Ç϶ô: ASE -3.6%, TEL -2.7%, TSMC -2.5%      


¢º️±Û·Î¹ú ÀüÀÚºÎÇ° ±â¾÷ ÁÖ°¡

- »ó½Â: Qorvo +4.0%, Skyworks +3.6%, Electrolux +1.9%      

- Ç϶ô: Walsin -6.1%, Murata -5.9%, Sunny Optics -5.2%      


¢º️´º½º

SKÇÏÀ̴нº, Â÷¼¼´ë D·¥¿ë EUV°øÁ¤ 5ð¼ ÅõÀÚ

- link: https://bit.ly/3aSA2KG


»ï¼ºÀüÀÚ, °í¼º´É SSD ¾ç»ê¡¦ÃÊ°ÝÂ÷·Î ¡®1À§ ±»È÷±â¡¯

- link: https://bit.ly/3pRtwrB


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¿øÀÍIPS(240810) 

* 4Q20 ¿µ¾÷ÀûÀÚ 436¾ï¿ø(QoQ ÀûÀü, YoY ÀûÀü, OPM -26%)

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* 2021³â ¿¬°£ ¿µ¾÷ÀÌÀÍ 2,761¾ï¿ø(YoY 96%, OPM 20%)À¸·Î ±âÁ¸ Àü¸ÁÄ¡ À¯Áö

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 ¡á µð½ºÇ÷¹ÀÌ/ÀÌÂ÷ÀüÁö ±è±¤Áø(02-3770-5594)


¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: UDC +3.4%, AUO +2.0%, Umicore +1.3%       

- Ç϶ô: CATL -7.8%, Baoan -4.9%, Sumitomo -4.4%      


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±¹ÅäºÎ "ÄÚ³ª È­Àç ¿øÀÎÀº ¹èÅ͸®¼¿ ºÒ·®...¹èÅ͸®½Ã½ºÅÛ ±³Ã¼"

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LGÀüÀÚ, ¹Ì´ÏLED TV´Â 2µî¸¸?¡¦ÁÖ·Â OLED TV ÆǸŠ¿µÇâ ¿ì·Á

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À¯¾ÈŸ ¸®¼­Ä¡¼¾ÅÍ

µ¥Àϸ® ¼½ÅÍ News & Comments(02/25)



¡á È­ÇÐ/Á¤À¯ Ȳ±Ô¿ø(02-3770-5607)


¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: DuPont +4.4%, ExxonMobil +3.0%, Reliance +1.9%       

- Ç϶ô: Sinopec -3.0%, LUKoil -0.4%


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(ÁÖ°£ ½Ì°¡Æú º¹ÇÕÁ¤Á¦¸¶Áø µ¿Çâ)   

- 2020³â 1ºÐ±â 1.3$ ¡æ 4ºÐ±â 1.2$ ¡æ 2021³â 1¿ù 1.4$ ¡æ 2¿ù 2ÁÖ 1.6$/¹è·² (°ú°Å Æò±Õ 5.8$, ¼ÕÀͺбâÁ¡ 4.0$) ¡æ 2¿ù 24ÀÏ 3.00$/¹è·²


(Áß±¹ ¼®È­Á¦Ç° °¡°Ý µ¿Çâ, 2¿ù 24ÀÏ)

- »ó½ÂÆø ÓÞ: ¹«¼ö ¸»·¹Àλê +41.00%, EG +11.35%, PVC +7.46%  Ç϶ôÆø ÓÞ: ¹ßÀü¿ë ¼®Åº ¡â2.51%, DME ¡â1.97%, ½ºÆ¼·» ¡â0.35%


(ž籤 ÁÖ°£ °¡°Ý)

- Æú¸®½Ç¸®ÄÜ Æò±Õ°¡°Ý 13.280$/kg (+10.12%), ¿þÀÌÆÛ Æò±Õ°¡°Ý 0.172$ (WoW flat), ¸ðµâ Æò±Õ°¡°Ý 0.178$/Watt (WoW flat)


(¹Ì±¹ Á¤À¯»ç °¡µ¿·ü)

- (2¿ù 2ÁÖ) 83.1%, (2¿ù 3ÁÖ) 68.6%



¡á ö°­/±Ý¼Ó ÀÌÇö¼ö(02-3770-5718)


¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: U.S. Steel +6.4%, Nucor +3.6%, ArcelorMittal +2.6%       

- Ç϶ô: Baoshan -5.0%, China Steel -1.0%


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¼öÀͼº È®º¸ ÆÈ °È¾îºÙÀÎ HÇü°­ ¾÷°è, ½ÃÀåµµ ¡®²ÞƲ¡¯

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Áß±¹ ¹Ù¿À¿ì, 2020³â ÃÖ´ë ö°­»ý»ê¾÷ü µî±Ø

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¡á °Ç¼³/°ÇÀÚÀç ±è±â·æ(02-3770-3521)


¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: Fluor +7.6%, Saipem +2.6%, JGC +1.2%       

- Ç϶ô: Chiyoda -3.6%


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6¹ø° 3±â ½Åµµ½Ã '±¤¸í ½ÃÈï' ¼±Á¤¡¦7¸¸ °¡±¸ ÃÖ´ë ±Ô¸ð 

- link: https://bit.ly/3dHbplO


±¹ÅäºÎ, 4¿ù 2Â÷ Ãß°¡ ½Å±ÔÅÃÁö °ø°³¡¦Çϳ² °¨ºÏ¡¤±èÆ÷ °íÃÌ ¹°¸Á 

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'¿©Àǵµ 4.3¹è' ±¤¸í¡¤½ÃÈï ½Åµµ½Ã¡¦ÅäÁöº¸»ó¸¸ 10Á¶

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ÄÚ¿À·Õ±Û·Î¹ú 2020³â ÀáÁ¤½ÇÀû °ø½Ã 

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¡á Åë½Å¼­ºñ½º/ÁöÁÖȸ»ç ÃÖ³²°ï(02-3770-5604)


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- »ó½Â: Plug Power +7.7%, Siegfried +7.4%, AT&T +0.7%   

 

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4,000¾ï À¯»óÁõÀÚ ÃßÁø ÄÉÀ̹ðÅ©, ¼º°øÇÒ±î

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ÀÌÀç¿ë '°æ¿µ±Ç ºÒ¹ý½Â°è ÀÇȤ' ÀçÆÇ ´ÙÀ½´Þ 11ÀÏ Àç°³ 

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¡á ÀÎÅͳÝ/°ÔÀÓ ÀÌ⿵(02-3770-5596)


¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: Salesforce +2.0%, Google +1.1%, Microsoft +0.6%       

- Ç϶ô: Baidu -5.8%, Tencent -2.8%, EA -2.5% 


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¡á ¹Ìµð¾î/¿£ÅÍ/·¹Àú ¹Ú¼ºÈ£(02-3770-5657)


¢º️±Û·Î¹ú ¹Ìµð¾î/¿£ÅÍ ±â¾÷ ÁÖ°¡

- »ó½Â: AMC +18.1%, TME +2.5%, WMG +1.9%      


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- »ó½Â: Airbnb +6.7%, Hilton +4.4%, Booking Holdings +3.6%       

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µ¦½ºÅͽºÆ©µð¿À, ÇÑÇÑ·É ¶Õ¾ú´Ù¡¦43¾ï ñé ´ëÇü Å׸¶ÆÄÅ© ÄÜÅÙÃ÷ ³³Ç° °è¾à

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Ȧ´ç 95¾ï '¿ª´ë ÃÖ°í°¡'¡¦°ñÇÁÀå ¸ö°ª µÎ ¹è·Î Ä¡¼Ú¾Ò´Ù

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- link: https://bit.ly/2ZNwgM2


µð¾Ø¾¾¹Ìµð¾î 4Q20 ÀáÁ¤ ½ÇÀû ¹ßÇ¥

- ¸ÅÃâ¾×: 156¾ï¿ø (+79% YoY) 

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- link: https://bit.ly/3dGr9Fz

 

¡á È­ÀåÇ°/À½½Ä·á ¹ÚÀºÁ¤(02-3770-5597)


¢º️±Û·Î¹ú È­ÀåÇ° ±â¾÷ ÁÖ°¡

- »ó½Â: KOSE +1.4%, Estee Lauder +0.8%, Kering +0.7%       

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¢º️±Û·Î¹ú À½½Ä·á ±â¾÷ ÁÖ°¡

- »ó½Â: Asahi +3.0%, Philip Morris +1.3%, EVK +0.5%      

- Ç϶ô: MDLZ -0.9%, Ajinomoto -0.7%, PepsiCo -0.5%


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2020³â Áß±¹ 31¼º¡¤½Ã Áö¿ªº° °æÁ¦½ÇÀû ÇöȲ 

- link: https://bit.ly/3kh3psW


Hainan Free Trade Port pledges US$46.5 billion annual offshore duty free market by 2025

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ÀÌÁ¤µµ¸é ´ë±â¾÷... ñé¿ÕÈ« Åé10, ¶óÀ̺êÄ¿¸Ó½º ÆǸŠ11ð¼ À°¹Ú

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¡á Á¦¾à/¹ÙÀÌ¿À ¼­¹ÌÈ­(02-3770-5595)


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- Ç϶ô: CRISPR -1.3%, Alnylam -1.1%, Immunovant -1.0%  


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CRISPR' ºö, 'LNP±â¼ú' 4.4¾ïÝ× Àμö.."in vivo Àü´ÞÈ®Àå"

- link: https://bit.ly/3bF0NBp


À¯ÇѾçÇà, Æó¾Ï ½Å¾à ±â¼ú·á ¼öÀÍ ÈûÀÔ¾î ¿µ¾÷ÀÍ 6.7¹è ¼ºÀå

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- link: https://bit.ly/2P0iSlA



¡á ¼Ò¸Å/À¯Åë ÀÌÁøÇù(02-3770-5659)


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- »ó½Â: Dufry +7.5%, Seven&i Hodings +1.7%, Target +0.4%       

- Ç϶ô: Macy's -3.7%, Walmart -1.7%, Amazon -1.1%      


¢º️´º½º

Hainan Free Trade Port pledges US$46.5 billion annual offshore duty free market by 2025

- link: https://bit.ly/3aQTgju


·Ôµ¥¸¶Æ®, Àü Á÷±Þ ´ë»ó Èñ¸ÁÅðÁ÷¡¦Ã¢»ç 23³â¸¸¿¡ óÀ½

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ÄÚ¸®¾Æ¼¾ÅÍ, '¸ôÅ×ÀÏ' ¿µ±¹ ¹°·ù¼¾ÅÍ 1Áֳ⡦65% ¼ºÀå

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¡á ÀºÇà/Áõ±Ç/º¸Çè Á¤ÅÂÁØ (02-3770-5585)


¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: MetLife +3.7%, Goldman Sachs +3.6%, Morgan Stanley +3.1%       

- Ç϶ô: HSBC -1.3%, MUFG -0.5%       

 


À¯¾ÈŸ ¸®¼­Ä¡¼¾ÅÍ ±â¾÷ºÐ¼®ÆÀ ä³Î

https://t.me/yuantaresearch

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https://t.me/yuantais

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www.myasset.com/tradarinfo

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