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


¢º±Û·Î¹ú ¹ÝµµÃ¼ ±â¾÷ ÁÖ°¡

- »ó½Â: TSMC +4.2%, ASE +3.4%, TEL +1.3%

- Ç϶ô: Western Digital -4.2%, Micron -1.9%, Applied Materials -1.4%

 

¢º±Û·Î¹ú ÀüÀÚºÎÇ° ±â¾÷ ÁÖ°¡

- »ó½Â: Yageo +8.1%, Walsin +5.7%, Sunny Optics +1.4%

- Ç϶ô: Whirlpool -2.0%, Apple -1.1%, Skyworks -0.7%


¢ºNews & Data 

»ï¼º ½Ã½ºÅ۹ݵµÃ¼ 2030 Àü·«, ÇÙ½É ºÎÇ°Àº 'Àü·Â°ü¸®¹ÝµµÃ¼'

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¿ÃÇصµ '20¹è ºü¸¥' 28§× Áö¿ø 5G ½º¸¶Æ®Æù ¾È ³ª¿Â´Ù

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- link: https://bit.ly/3v2EnCp

 

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


¢º±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: AUO +10.0%, Sumitomo +6.2%, UDC +3.4%

- Ç϶ô: CATL -1.1%, Panasonic -1.0%, Ningbo Shanshan -0.2%


¢ºNews & Data 

LGÈ­ÇÐ, ´ÏÄÌ 90% NCMA ¾ç±ØÀç Å×½½¶ó¿¡ ù °ø±Þ

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ÇÁ¸®¹Ì¾ö LCD TV½ÃÀå, ÇÑÁßÀü °ÝÈ­..½ÅÁ¦Ç° Ãâ½Ã º¿¹°

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SKÀ̳뺣À̼Ç, Áß±¹¿¡ ¾ç±ØÀç ÇÕÀÛ»ç ¼³¸³

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

 

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µ¥Àϸ® ¼½ÅÍ News & Comments(05/20)_1


¡á È­ÇÐ/Á¤À¯ Ȳ±Ô¿ø(02-3770-5607)


¢º±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: Formosa Plastics +0.6%, Reliance +0.5%

- Ç϶ô: LUKoil -3.1%, BASF -2.5%, ExxonMobil -2.4%


¢ºNews & Data 

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


¢º±Û·Î¹ú ö°­/±Ý¼Ó ±â¾÷ ÁÖ°¡

- »ó½Â: China Steel +8.6%

- Ç϶ô: U.S. Steel -5.1%, ArcelorMittal -5.0%, Baoshan -3.2%

 

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- »ó½Â: BYD +8.9%

- Ç϶ô: Daimler AG -3.1%, Tesla -2.5%, NIO -2.1%


¢ºNews & Data 

Áß±¹ ³Ã¿¬ÆÇÀç·ù ¼öÃâ ¿ÀÆÛ°¡°Ý, ¡®¼û°í¸£±â¡¯

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Æø½ºÄÜ-½ºÅÚ¶õƼ½º, Àü±âÂ÷ »ç¾÷ Á¦ÈÞ

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Çö´ëÂ÷, 5¼¼´ë ¾Æ¹Ý¶¼ ¿£Áø º¸Áõ 10³âÀ¸·Î ¿¬À塦ڸ Áý´Ü¼Ò¼Û Á¾°á

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¡á °Ç¼³/°ÇÀÚÀç ±è±â·æ(02-3770-3521)


¢º±Û·Î¹ú ±â¾÷ ÁÖ°¡

- Ç϶ô: Fluor -4.0%, Technicas -3.5%, Chiyoda -1.9%


¢ºNews & Data 

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


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6¿ùºÎÅÍ ¼Ò±Ô¸ð ³ëÈÄ °ÇÃ๰ ½ÇÅÂÁ¶»ç¡¦¾ÈÀü°ü¸® °­È­ 

- link: https://bit.ly/3oxuF8Y

 

À¯¾ÈŸ ¸®¼­Ä¡¼¾ÅÍ

µ¥Àϸ® ¼½ÅÍ News & Comments(05/20)_2


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


¢º±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: Plug Power +1.7%

- Ç϶ô: AT&T -2.0%, Siegfried -1.0%, Verizon -0.5%


¢ºNews & Data 

¿ÃÇصµ '20¹è ºü¸¥' 28§× Áö¿ø 5G ½º¸¶Æ®Æù ¾È ³ª¿Â´Ù

- link: https://bit.ly/2S8NGCt


SK±×·ì, ÅäÁ¾ ¹ÝµµÃ¼ IP ½ºÅ¸Æ®¾÷ '¿ÀÇ¿§Áö' ÅõÀÚ Âü¿©

- link: https://bit.ly/3wh2yND



¡á ÀÎÅͳÝ/°ÔÀÓ ÀÌ⿵(02-3770-5596)


¢º±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: Salesforce +3.3%, Facebook +1.2%, Activision Blizz +0.6%

- Ç϶ô: Amazon 0.0%


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³×À̹ö-Ä«Ä«¿À, 'À¥Å÷ ¿µÈ­'·Î ±Û·Î¹ú ¿£ÅÍ °ø·«

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¿£¾¾¼ÒÇÁÆ® Æ®¸¯½ºÅÍM ¿À´ÃºÎÅÍ Áñ±æ¼öÀÖ´Ù³×

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



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


¢º±Û·Î¹ú ¹Ìµð¾î/¿£ÅÍ ±â¾÷ ÁÖ°¡

- »ó½Â: Netflix +0.3%, Trade Desk +0.1%

- Ç϶ô: AMC -9.9%, WMG -2.0%, TME -1.8%

 

¢º±Û·Î¹ú ·¹Àú ±â¾÷ ÁÖ°¡

- »ó½Â: Booking H. +2.6%, Airbnb +2.3%, WYNN +0.1%

- Ç϶ô: Delta Air -1.3%, LVS -1.0%, Expedia -0.6%


¢ºNews & Data 

Æ󱤱â±Ý ±Þ°¨ Çö½ÇÈ­¡¦¿ÃÇØ 400¾ï¿ø ÁÙ¾ú´Ù

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"¾Æ¸¶Á¸, MGM ½ºÆ©µð¿À Àμö Çù»ó"

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½ÃûÀÚ ¸¶À½ ºÒÁö¸¥ 'ºó¼¾Á¶ ¶óÀÌÅÍ'°¡ Á¦Àϱâȹ »óÇ°?

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- link: https://bit.ly/3orTmU8


 

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µ¥Àϸ® ¼½ÅÍ News & Comments(05/20)_3


¡á È­ÀåÇ°/À½½Ä·á ¹ÚÀºÁ¤(02-3770-5597)


¢º±Û·Î¹ú È­ÀåÇ° ±â¾÷ ÁÖ°¡

- »ó½Â: KOSE +2.4%, Estee Lauder +0.8%, P&G +0.2%

- Ç϶ô: Shanghai Jahwa -6.3%, YSG -4.6%, Proya -1.5%

 

¢º±Û·Î¹ú À½½Ä·á ±â¾÷ ÁÖ°¡

- »ó½Â: MDLZ +0.3%

- Ç϶ô: Asahi -2.4%, Philip Morris -1.4%, Ajinomoto -1.1%


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ÆÞÆÞ ²ú´ø ¶ó¸é½ÃÀå, ¡®°¡°Ý ÀÎ»ó¡¯ ³õ°í ´«Ä¡½Î¿ò

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CJ±×·ì, ESGÀ§¿øȸ ½Å¼³...¡°ESG °æ¿µ °¡¼ÓÈ­¡±

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¡á Á¦¾à/¹ÙÀÌ¿À ¼­¹ÌÈ­(02-3770-5595)


¢º±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: Athenex +8.8%, Evolus +0.6%, Biogen +0.3%

- Ç϶ô: Arvinas -5.0%, Immunovant -4.0%, Spectrum -3.9%


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 ±¹³» ¹ÙÀÌ¿À¾÷°è, mRNA¹é½Å °³¹ß À§ÇØ ¸ð¿´´Ù¡¦Á¤ºÎ¿¡ ÅõÀÚ ¿ä±¸

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¡á ¼Ò¸Å/À¯Åë ÀÌÁøÇù(02-3770-5659)


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- »ó½Â: Target +6.1%, Shopify +3.3%, Dufry +1.1%

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"ÄíÆÎ µûµ¹¸®°í ½ÂÀÚµÉ ÀýÈ£ÀÇ ±âȸ"¡¦¶Ç ¹¶Ä£ ½Å¼¼°è¡¤³×À̹ö

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


¢º±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: MUFG +1.2%

- Ç϶ô: Swiss Re -2.2%, Goldman Sachs -1.7%, Morgan Stanley -1.1%







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https://t.me/yuantaresearch


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https://t.me/yuantais


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www.myasset.com/tradarinfo


À¯¾ÈŸ ¸®¼­Ä¡¼¾ÅÍ Ä«Ä«¿ÀÅå ä³Î

http://pf.kakao.com/_yVbxeK

 

 

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