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À¯¾ÈŸ ¸®¼­Ä¡¼¾ÅÍ µ¥Àϸ® ¼½ÅÍ 2
´õ³ªÀº¼¼»óÀ»À§ÇØ 1 2021-03-22 08:39   Á¶È¸ : 1114
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À¯¾ÈŸ ¸®¼­Ä¡¼¾ÅÍ µ¥Àϸ® ¼½ÅÍ News & Comments(03/22)

 

 ¡á ¹ÝµµÃ¼/Àü±âÀüÀÚ ÀÌÀçÀ±(02-3770-5727)


¢º️±Û·Î¹ú ¹ÝµµÃ¼ ±â¾÷ ÁÖ°¡

- »ó½Â: Western Digital +2.0%, ASE +1.4%, AMD +1.2%           

- Ç϶ô: TEL -2.6%, TSMC -1.8% 


¢º️±Û·Î¹ú ÀüÀÚºÎÇ° ±â¾÷ ÁÖ°¡

- »ó½Â: Qorvo +2.1%, Electrolux +2.0%, Whirlpool +1.5%      

- Ç϶ô: Sunny Optics -2.2%, Largan -2.0%, Yageo -1.3%  


¢º️´º½º

ìí ¸£³×»ç½º °øÀå È­À硦¹ÝµµÃ¼ ¾ø´Â ¿Ï¼ºÂ÷¾÷ü '¼³»ó°¡»ó'

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


Ä÷ÄÄCEO, Ĩ °ø±Þ ºÎÁ· ÀϺΠ¿ÏÈ­ ¿¹»ó

- link: https://bit.ly/3c5oGU8


"¿ÃÇØ ½º¸¶Æ®Æù ¸ÞÀÎ Ä«¸Þ¶ó 4800¸¸ È­¼Ò ÀÌ»ó 45%"

- link: https://bit.ly/312hguD

 

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


¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: Panasonic +2.4%, UDC +1.2%, Baoan +0.6%       

- Ç϶ô: TCL -6.3%, CATL -5.7%, Umicore -4.5%   


¢º️´º½º

»ï¼º °¶·°½ÃÆù 'ñé BOE OLED ù žÀç' ÆÄÀå ¿¹°í

- link: https://bit.ly/2PaxS0y


»ï¼ºµð½ºÇ÷¹ÀÌ, 1¿ù OLED ÃâÇÏ 9% °¨¼Ò...¾ÆÀÌÆù12¹Ì´Ï ºÎÁø

- link: https://bit.ly/3s6puxG


¾ÇÀç µ¤Ä£ K¹èÅ͸®, 1ºÐ±â ½ÇÀûÀº °³¼±¼¼ À¯Áö

- link: https://bit.ly/3s8V3a7


¡á È­ÇÐ/Á¤À¯ Ȳ±Ô¿ø(02-3770-5607)


¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: Reliance +3.6%         

- Ç϶ô: Sinopec -4.1%, BASF -3.6%, Formosa Plastics -3.4%


¢º️ÄÚ¸àÆ®

(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 4ÁÖ 3.2$/¹è·² (°ú°Å Æò±Õ 5.8$, ¼ÕÀͺбâÁ¡ 4.0$) ¡æ 3¿ù 19ÀÏ 1.64$/¹è·²


(Áß±¹ ¼®È­Á¦Ç° °¡°Ý µ¿Çâ, 3¿ù 19ÀÏ)

- »ó½ÂÆø ÓÞ: ¿°»ê +9.33%, PA66 +1.81%, ¹ßÀü¿ë ¼®Åº +0.58%  Ç϶ôÆø ÓÞ: õ¿¬°í¹« ¡â3.01%, DOP ¡â2.58%, PP ¡â2.11%


(°èÅëÇÑ°è°¡°Ý °¡ÁßÆò±ÕÄ¡)

- (Á÷ÀüÁÖ 3¿ù 2ÁÖ) 83.75¿ø/kWh, (3¿ù 3ÁÖ) 83.55¿ø/kWh



¡á ö°­/±Ý¼Ó/ÀÚµ¿Â÷ ÀÌÇö¼ö(02-3770-5718)


¢º️±Û·Î¹ú ö°­/±Ý¼Ó ±â¾÷ ÁÖ°¡

- »ó½Â: JFE Holdings +4.0%, Nippon Steel +3.4%, Nucor +1.3%       

- Ç϶ô: China Steel -1.4%, U.S. Steel -1.1%, ArcelorMittal -0.9%


¢º️±Û·Î¹ú ÀÚµ¿Â÷ ±â¾÷ ÁÖ°¡

- »ó½Â: Honda +4.5%, GM +0.9%, Tesla +0.3%

- Ç϶ô: BYD -4.1%, Daimler AG -0.7%, Volkswagen -0.7%


¢º️´º½º

Áß±¹, HR ÁõÄ¡¼¼ ¼öÃâȯ±Þ·ü Ãà¼Ò 'ÀÓ¹Ú'

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


È­Àç À§Çè DH¡¤G80 µî Á¦³×½Ã½º 25¸¸´ë 5¿ùºÎÅÍ ±¹³»¼­µµ ¸®ÄÝ

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


Çö´ë±â¾ÆÂ÷ ÅõÀÚÇÑ çÈ ¾î¶óÀ̹ú, Ú¸¿¡ Àü±â ¹ê »ý»ê°øÀå °Ç¼³

- link: https://bit.ly/3r7OOCc


±â¾Æ, Åýà Àü¿ë Àü±âÂ÷ ¸¸µç´Ù..PBV »ç¾÷ °­È­

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


ñé ¡°Å×½½¶ó Àü±âÂ÷ ŸÁö¸¶¶ó¡±¡¦ Ú¸¿¡ ¹Ý°Ý³ª¼¹´Ù

- link: https://bit.ly/3lAp6EY


Çö´ëÂ÷µµ ¹èÅ͸® ÀÚü»ý»ê °ËÅ䡦LG¡¤SK 'Ãʺñ»ó¡¯

- link: https://bit.ly/3sbhf3a


½Ö¿ëÂ÷, HAAH ÅõÀÚ Çù»ó ¿©ÀüÈ÷ ´äº¸..°¡´ÉÇÑ Ä«µå´Â

- link: https://bit.ly/2NB3bRx


¹ÝµµÃ¼ ´ë¶õ ½ÉÈ­, ½ºÅÚ¶õƼ½º ÇȾ÷Æ®·° »ý»êµµ °¨Ãà

- link: https://bit.ly/392bIVd


Â÷·®¿ë ¹ÝµµÃ¼ ¼¼°è 3À§ ÀϺ» ¸£³×»ç½º °øÀå È­À硦 ¼ö±Þ³­ ¾ÇÈ­

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



¡á °Ç¼³/°ÇÀÚÀç ±è±â·æ(02-3770-3521)


¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡

- Ç϶ô: Chiyoda -3.0%, Fluor -2.8%, Saipem -0.5%

 

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


¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: Plug Power +5.3%         

- Ç϶ô: AT&T -0.8%, Siegfried -0.3%, Verizon -0.1%


¢º️´º½º

´ÜÅë¹ý °³Æí À±°û¡¦À¯Åë¸Á Ãß°¡Áö¿ø±Ý 25%·Î ¿Ã¸°´Ù

- link: https://bit.ly/3s7D2ZO


µÎ»êÁß°ø¾÷, ¢ßµÎ»ê º¸À¯ µÎ»êÇ»¾ó¼¿ ÁöºÐ ÃÑ 5,442¾ï ¿ø ±Ô¸ð Çö¹°ÃâÀÚ

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



¡á ÀÎÅͳÝ/°ÔÀÓ ÀÌ⿵(02-3770-5596)


¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: Facebook +4.1%, Amazon +1.6%, Salesforce +1.3%       

- Ç϶ô: Baidu -2.8%, Tencent -2.0%, Microsoft -0.3%      


¢º️´º½º

¡°À¯·´¼­ ³×À̹ö¡¤Ä«Ä«¿À ¾Ë±î¡±¡¦¡®À¥Å÷ Åé3¡¯ ¼±¾ðÇÑ ·¹ÁøÀÇ ½ÃÁð2

- link: https://bit.ly/2Qt41Ry


°ÔÀӻ翡 ÀÌÀÍ±Ý 3¹è °ú¡±Ý ¹°¸± ¼ö ÀÖÀ»±î¡¦¡®È®·ü ¾ÆÀÌÅÛ ±ÔÁ¦ ¹ý¾È¡¯ ±Þ¹°»ì

- link: https://bit.ly/3cUBH1V



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


¢º️±Û·Î¹ú ¹Ìµð¾î/¿£ÅÍ ±â¾÷ ÁÖ°¡

- »ó½Â: TME +6.7%, Trade Desk +4.7%, Netflix +1.5%       

- Ç϶ô: Omnicom -1.1%, WPP -0.9%, Disney -0.6%      


¢º️±Û·Î¹ú ·¹Àú ±â¾÷ ÁÖ°¡

- »ó½Â: Airbnb +1.5%         

- Ç϶ô: Galaxy -6.3%, Booking H. -2.5%, LVS -1.6% 


¢º️´º½º

'µå¸²Å¸¿ö Ä«Áö³ë' ÀÌÀü 3¿ù 24ÀÏ Àç»óÁ¤

- link: https://bit.ly/3r6zPZ5


¿©Çà Àç°³ ±â´ë°¨¿¡ Ç×°ø±Ç °¡°Ý '²ÞƲ'

- link: https://bit.ly/3vFhWE6


Á¦³×½Ã½º ¡®GV80¡¯, ¹Ì±¹ IIHS Ãæµ¹ Æò°¡¼­ ¡®ÃÖ°í ¾ÈÀü¼º¡¯ ÀÔÁõ

- link: https://bit.ly/3lEo8YC


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µµÄì¿Ã¸²ÇÈ, ÇØ¿Ü °üÁß ¾øÀÌ Ä¡¸¥´Ù

- link: https://bit.ly/3lz7Gsx

- SBS´Â ¿Ã¸²ÇÈ Ãë¼Ò½Ã ¿µ¾÷¿Ü´Ü¿¡ ¿Ã¸²ÇÈ Áß°è±Ç ȯºÒ °ü·Ã 450¾ï¿øÀ» ÀνÄ

- ¿Ã¸²ÇÈ °³ÃÖ½Ã, Áß°è±Ç ÀçÆǸŠ¼öÀÍ 300¾ï¿ø¿¡ ±¤°í¼öÀÍÀ» Ãß°¡·Î âÃâ °¡´É

- ¿Ã¸²ÇÈ °³ÃÖ °¡´É¼ºÀÌ ³ôÀº¸¸Å­, 2021³â SBSÀÇ ¿¬°á ¿µ¾÷ÀÌÀÍÀº 800¾ï¿ø´ë µµ´Þ °¡´É(´ç»ç ÃßÁ¤Ä¡ 871¾ï¿ø)

 

¡á È­ÀåÇ°/À½½Ä·á ¹ÚÀºÁ¤(02-3770-5597)


¢º️±Û·Î¹ú È­ÀåÇ° ±â¾÷ ÁÖ°¡

- »ó½Â: YSG +0.8%         

- Ç϶ô: Proya -6.1%, Shanghai Jahwa -4.5%, Shiseido -2.2%   

   

¢º️±Û·Î¹ú À½½Ä·á ±â¾÷ ÁÖ°¡

- »ó½Â: Wantwant +2.1%, PepsiCo +1.5%, EVK +0.6%       

- Ç϶ô: Dali -1.1%, Asahi -0.5%, Philip Morris -0.1%   


¢º️´º½º

Çѱ¹, ¼Òºñ¡¤¼öÃâ ´Ã°í °í¿ëµµ °³¼± Á¶Áü¡¦ °æ±â º½±â¿î µµ³ª

- link: https://bit.ly/3lCJ5TN


CNSC celebrates inauguration of new-look post-arrivals Chongqing duty free store

- link: https://bit.ly/3tGl4xD


¾Æ¸ð·¹ÆÛ½ÃÇÈ Á¦15ȸ ÁÖÃÑ¡¤¡¤¡¤¾È¼¼È« »çÀå "½ÇÀû ÅϾî¶ó¿îµå ¸¸µé °Í"

- link: https://bit.ly/392VEmh


LG»ýÈ°°Ç°­ Á¦20±â ÁÖÃÑ °³ÃÖ¡¤¡¤¡¤Â÷¼®¿ë "ÁÖÁÖ ¹ÏÀ½¿¡ º¸´äÇÒ °Í"

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


LG»ý°Ç Ú¸ ÀÚȸ»ç ¿¡À̺», LA ½ºÆ©µð¿À Àç°³Àå...MZ¼¼´ë °ø·«

- link: https://bit.ly/3r7L2bZ


½Å¼¼°èÀÎÅÍ, ÃÖ»óÀ§ ·°¼Å¸® È­ÀåÇ° '»Ç¾Æ·¹' ·ÐĪ

- link: https://bit.ly/3f2BCfu


KT&G ¸ÅÃâ 5Á¶ À̲ö ¹éº¹ÀÎ, 3¿¬ÀÓ¡¦ÃÖÀå¼ö CEO '½Å±â·Ï'

- link: https://bit.ly/392XgfP


CJÁ¦ÀÏÁ¦´ç ½´¿Ï½º Àμö 2³â...Ú¸ ½ÄÇ° ¸ÅÃâ 10¹è ¼ºÀå

- link: https://bit.ly/3f1zPHx


ÇÏÀÌÆ®Áø·Î, º£Æ®³²¡¤Ä¯º¸µð¾Æ °ø·« °¡¼Ó

- link: https://bit.ly/393TJO7


"Å׶ó ȸ¿À¸®º´ ƯÇãħÇØ ¾ÈÇß´Ù"...¹ý¿ø, ÇÏÀÌÆ®Áø·Î ÃÖÁ¾ ½Â¼Ò ÆÇ°á

- link: https://bit.ly/3lzf9YB


·Ôµ¥Ä¥¼ºÀ½·á ¼ÒÁÖ»ç¾÷ Á¤ºñ, ¹ÚÀ±±â ÀþÀºÃþ °ø·«ÇØ Á¡À¯À² ȸº¹ ÁýÁß

- link: https://bit.ly/390XbJr


ºù±×·¹ '1Á¶¿ø Ŭ·´' °¡ÀÔ ÃÊÀбâ 

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


¢º️ÄÚ¸àÆ®

»óÇÏÀÌÀÚÈ­, µðÁöÅÐ Çõ½Å °¡¼ÓÈ­

- »õ·Î¿î HIT ºê·£µå Àü·« (Health ¡¤ Beauty, Insight ¡¤ Innovation, Tailor ¡¤ Creation)

- Herborist, Yuze, Shuangmei, Diancui, Gaofu, MaxamÀÇ ºê·£µå Æ÷Áö¼Å´×À» ÀçÆí

- 3¿ù ÃÊ TMIC(Ƽ¸ô½ÅÁ¦Ç° Çõ½Å¼¾ÅÍ) ½ÉÃþ Çù·Â Çù¾à ü°á

- Herborist ¹éÈ­Á¡ ¸ÅÀå¼ö ÀϺΠÃà¼Ò, 1¼± µµ½Ã ¹× ÀÌÄ¿¸Ó½º ÁýÁß

- ¿Ó½¼ MOU ü°á µî, H&B ´ëÀÀ

- link: https://bit.ly/2PflM6l


3¿ù 20ÀÏ È­ÀåÇ° ¼öÃâ 4.5¾ï ´Þ·¯(YoY-2%, MoM+40%)

- Áß±¹Çâ ¼öÃâ 2.2¾ï ´Þ·¯(YoY-2%, MoM+40%)

- Áß±¹+È«ÄáÇâ ¼öÃâ 2.6¾ï ´Þ·¯(YoY-17%, MoM+55%)

- Áß±¹+È«Äá ¿Ü ¼öÃâ 1.9¾ï ´Þ·¯(YoY+33%, MoM+25%)

- link: https://bit.ly/394NREj


¹Ì±¹, Ç×°øÆí ȸº¹ Ãß¼¼

- ±¹³» Ç×°øÆí, 2019³âÀ» ±âÁØÀ¸·Î 1¿ù ù°ÁÖ´Â 42%¿¡ µµ´Þ ¡æ 3¿ù ù°ÁÖ 64%·Î ȸº¹¼¼

- ÇØ¿Ü Ç×°øÆí, 2019³âÀ» ±âÁØÀ¸·Î 1¿ù 30% ¹Ì¸¸À̾úÀ¸³ª ¡æ 3¿ù ù°ÁÖ´Â 44%±îÁö ȸº¹

- link: https://bit.ly/3vKy33j


±è½Âȯ ¾Æ¸ð·¹G ´ëÇ¥ "¿ÃÇØ ½ÇÀû ÅϾî¶ó¿îµå¿¡ ¹ÚÂ÷"

- ¿ÃÇØ ¾Æ¸ð·¹ÆÛ½ÃÇȱ׷ìÀº º»°ÝÀûÀÎ ½ÇÀû ÅϾî¶ó¿îµå¿Í ¼öÀͼº °³¼±¿¡ ¹ÚÂ÷¸¦ °¡ÇÏ°Ú´Ù

- °­ÇÑ ºê·£µåÀÇ µ¶º¸Àû ÁöÀ§ ±¸Ãà, ¿£Áø ÇÁ·Î´öÆ®ÀÇ À°¼º, Àü»çÀû µðÁöÅÐ ÀÎÇÁ¶ó ±¸Ãà, ¼ÕÀÍ ±¸Á¶ °³¼±°ú ¿ÀÇÁ¶óÀÎ ¸ÅÀåÀÇ Ã¼Áú Çõ½Å

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



¡á Á¦¾à/¹ÙÀÌ¿À ¼­¹ÌÈ­(02-3770-5595)


¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: Evolus +7.4%, CRISPR +4.9%, Alnylam +2.9%       

- Ç϶ô: Arrowhead -0.6%, Lonza -0.3%   


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½ÎÀÌÅäÁ¨, AACR¼­ '´ÙÀÌÀÌÂî»êÄì' °øµ¿¿¬±¸ °á°ú¹ßÇ¥

- link: https://bit.ly/392Rbj8


µ¿¾Æ½î½Ã¿À "3³â°£ 300¾ï ÀÌ»ó ¹è´ç"...ÁÖÁÖģȭ °­È­ 

- link: https://bit.ly/3tBV72s


À¯ÇѾçÇà, Á¶¿íÁ¦ ´ëÇ¥ÀÌ»ç »çÀå ¼±ÀÓ

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



¡á ¼Ò¸Å/À¯Åë ÀÌÁøÇù(02-3770-5659)


¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: Target +4.4%, Coupang +2.3%, Seven&i Hodings +1.9%       

- Ç϶ô: Nordstrom -0.2%, Dufry -0.2%, Macy's -0.1%     


¢º️´º½º

¿ÃÇØ °è¾à ³¡³ª´Â ÆíÀÇÁ¡¸¸ 4000¿©°³...CU¡¤GS25, 1À§ µÎ°í »¯°í »¯±â´Â ÀïÅ»îú

- link: https://bit.ly/3f86YRX


CNSC celebrates inauguration of new-look post-arrivals Chongqing duty free store

- link: https://bit.ly/3124ZGj


Çѽı¸ µÇ´Â GS¸®Å×ÀÏ¡¤È¨¼îÇÎ, ÅëÇÕ ¿¬Âø·ú ÀÛ¾÷ ¼Óµµ

- link: https://bit.ly/2QrT0zZ


Çö´ëÛÝ ¸ñµ¿Á¡¿¡ 800Æò ±Ô¸ð 'Á¶°æ °ø°£' Á¶¼º¡¦'¸®Å×ÀÏ Å׶óÇÇ' Àû¿ë

- link: https://bit.ly/3c6kzqV

 

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


¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: MUFG +1.9%         

- Ç϶ô: JPMorgan Chase -1.6%, Credit Suiss -1.3%, Morgan Stanley -1.2%     

 

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


Telegram (https://t.me/yuantais)

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