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´õ³ªÀº¼¼»óÀ»À§ÇØ 1 2022-06-20 08:16   Á¶È¸ : 917
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µ¥Àϸ® ¼½ÅÍ News & Comments(06/20)_1


¡á ¹ÝµµÃ¼ ÀÌÀçÀ±(02-3770-5727)


¢º️±Û·Î¹ú ¹ÝµµÃ¼ ±â¾÷ ÁÖ°¡

- »ó½Â: Micron +1.3%, Lam Research +0.3%, Applied Materials +0.3%

- Ç϶ô: TEL -5.0%, ASE -3.5%, TSMC -1.4%


¢º️News & Data 

ÀϺ» '¹ÝµµÃ¼ ÀýÄ¡ºÎ½É'¡¦TSMC °øÀå¿¡ 4Á¶5000¾ï °Å¾× ÅõÀÚ

- link: https://bit.ly/3zQ6nP0


IC design houses uncertain about demand in 2023

- link: https://bit.ly/3O58P8D


Notebook shipments rebound in May with China COVID lockdowns easing, says DIGITIMES Research

- link: https://bit.ly/39yw1gB



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


¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: CATL +5.6%, Ningbo Shanshan +5.3%, Baoan +4.1%

- Ç϶ô: Sumitomo -2.4%, Panasonic -1.3%, TCL -0.7%



¡á Àü±â/ÀüÀÚ ¹é±æÇö(02-3770-5635)


¢º️±Û·Î¹ú ÀüÀÚºÎÇ° ±â¾÷ ÁÖ°¡

- »ó½Â: Whirlpool +2.6%, Qorvo +2.2%, Apple +1.2%

- Ç϶ô: Yageo -3.8%, Murata -2.6%, Walsin -2.4%


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Çõ½ÅÀΰ¡, '³´½Ì'Àΰ¦¾ÖÇÿ¡ µµÀüÇÏ´Â 'Åõ¸í' ½º¸¶Æ®Æù ¿Â´Ù

- link: https://bit.ly/39zEHDt

 

¡á È­ÇÐ/Á¤À¯ Ȳ±Ô¿ø(02-3770-5607)


¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: Reliance +1.2%

- Ç϶ô: ExxonMobil -5.8%, LUKoil -1.9%, DuPont -0.9%


¢º️News & Data 

¡®À¯·ù¼¼ 37% ÀÎÇÏ¡¯ ¸¶Áö¸· Ä«µå ²¨³Â´Ù¡¦ ±³ÅëÄ«µå ¼Òµæ°øÁ¦À² ¡®40¡æ80%¡¯

- link: https://bit.ly/3zTF2vv


"Àü±â¿ä±Ý Àλó ÃÖ¼ÒÈ­"...21ÀÏ ¹ßÇ¥ ¿¬±â °¡´É¼º

- link: https://bit.ly/3OsQ9PI


Newly launched GE gas turbines set to run on hydrogen

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


Protecting Solar Energy Assets From Hazardous Weather

- link: https://bit.ly/3y0A0fc


(Áß±¹ ¼®È­Á¦Ç° °¡°Ý µ¿Çâ, 6¿ù 17ÀÏ)

- »ó½ÂÆø ÓÞ: Áú»ê +1.17%  Á¡°áź +1.13%  Ȳ¸° +0.93%  Ç϶ôÆø ÓÞ:  ¾Æ¼¼Æ®»ê ¡â3.49%  źȭĮ½· ¡â2.12%  Æú¸®¿¡½ºÅÍ FDY ¡â1.87%


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- 2022³â 1ºÐ±â 8.1$ ¡æ 2022³â 5¿ù 21.1$ ¡æ 6¿ù 3ÁÖ 24.3$/¹è·²(°ú°Å Æò±Õ 6.0$, ¼ÕÀͺбâÁ¡ 4.5$) ¡æ 6¿ù 17ÀÏ 25.85$/¹è·²


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- (Á÷ÀüÁÖ 6¿ù 2ÁÖ) 126.45¿ø/kWh, (6¿ù 3ÁÖ) 127.71¿ø/kWh



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


¢º️±Û·Î¹ú ö°­/±Ý¼Ó ±â¾÷ ÁÖ°¡

- »ó½Â: U.S. Steel +1.6%, Nucor +1.3%

- Ç϶ô: JFE Holdings -4.5%, Nippon Steel -3.4%, Baoshan -2.0%


¢º️±Û·Î¹ú ÀÚµ¿Â÷ ±â¾÷ ÁÖ°¡

- »ó½Â: NIO +8.3%, Tesla +1.7%, GM +1.5%

- Ç϶ô: Toyota -3.6%, Honda -2.7%, Volkswagen -0.8%


¢º️News & Data 

Æä¶ó¸® CEO... 'ÀÚÀ²ÁÖÇà Æä¶ó¸®´Â ¾øÀ» °Í'

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


ìí, TSMC °øÀå¿¡ 4.5Á¶¿ø Áö¿ø¡¦¡°¹ÝµµÃ¼ ÀÚ»ý·Â °­È­¡±

- link: https://bit.ly/3b90xhp


Çö´ëÂ÷, 1ºÐ±â Ú¸ Á¡À¯À² 9%..¸Ó½ºÅ© Å×½½¶ó CEO "ÀßÇÏ°í ÀÖ´Ù"

- link: https://bit.ly/3QvEW2W


7¿ùºÎÅÍ À¯·ù¼¼ 37% ÀÎÇÏ, L´ç 57¿ø ´õ ³»·Á¡¦°æÀ¯ º¸Á¶±Ý È®´ë

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



¡á °Ç¼³/°ÇÀÚÀç ±è±â·æ(02-3770-3521)


¢º️±Û·Î¹ú °Ç¼³ ±â¾÷ ÁÖ°¡

- »ó½Â: Saipem +12.4%

- Ç϶ô: Fluor -3.4%, Chiyoda -3.2%, JGC -2.1%


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¼­¿ï¡¤Áö¹æ ¾ÆÆÄÆ® ºÐ¾ç°¡ ´õ ¶Ú´Ù..21ÀÏ ºÐ»óÁ¦ °³Æí¾È ¹ßÇ¥ 

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'¹ÝÆ÷ ·¡¹Ì¾È ¿øº£Àϸ®' °ø»çºñ ¿À¸£³ª¡¦½Ã°ø»ç "10% Àλó ÇÊ¿ä" 

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


[´Üµ¶]¹ýÁ¦Ã³ "È­Á¤¾ÆÀÌÆÄÅ© »ç°í ³½ HDCÇö»ê ¡®µî·Ï¸»¼Ò¡¯ °¡´É"

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HDCÇö»ê, ±¤ÁÖ Çе¿4±¸¿ª Àç°³¹ß ½Ã°ø°è¾à À¯Áö 

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Çؼö´©¼ö »ç½Ç ¾Ë°íµµ ÁØ°ø½Åû °­Çà ³í¶õ¡¦°¨¸®º¸°í¼­µµ ¹Ì±âÀç 

- link: https://bit.ly/3HApiz4

 


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


¢º️±Û·Î¹ú Åë½Å ±â¾÷ ÁÖ°¡

- »ó½Â: Plug Power +11.1%, AT&T +2.2%, Siegfried +1.5%


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¼ö½Ê¾ï »©µ¹¸° LGÀ¯Çà Á÷¿ø üÆ÷¡¦2°³¿ù¸¸¿¡ ÀÚÁø ÀÔ±¹ ¿Ö

- link: https://bit.ly/3n29YBY


µµ½ÉÇ×°ø¿¡ 2100¾ï¿ø ½ð ÇÑÈ­¡¦ ¸ÅÃâÀº 2025³âºÎÅÍ

- link: https://bit.ly/39A39Ey



¡á ÀÎÅͳÝ/°ÔÀÓ ÀÌ⿵(02-3770-5596)


¢º️±Û·Î¹ú ÀÎÅͳÝ/°ÔÀÓ ±â¾÷ ÁÖ°¡

- »ó½Â: Amazon +2.5%, Paypal +2.3%, Salesforce +2.1%


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³×À̹ö-Ä«Ä«¿À À¥Å÷ ÀÌ¿ëÀÚ, 690¾ï¿ø ´õ ºÎ´ã¡¦Àξ۰áÁ¦ °­Á¦ ¿µÇâ

- link: https://bit.ly/3N5a5r3


[´Üµ¶] "20´ë ÀÔ¸À¿¡ µü"¡¦³×À̹ö 'Z¼¼´ë ¸â¹ö½Ê' ³ª¿Â´Ù

- link: https://bit.ly/3xB29rW

 

¡á È­ÀåÇ°/À½½Ä·á ¹ÚÀºÁ¤(02-3770-5597)


¢º️±Û·Î¹ú È­ÀåÇ° ±â¾÷ ÁÖ°¡

- »ó½Â: YSG +4.0%, Estee Lauder +2.0%, Loreal +1.1%

- Ç϶ô: Kering -1.5%, P&G -0.7%, KOSE -0.3%


¢º️±Û·Î¹ú À½½Ä·á ±â¾÷ ÁÖ°¡

- »ó½Â: Wantwant +1.3%, Coca Cola +0.6%, MDLZ +0.3%

- Ç϶ô: Ajinomoto -2.1%, EVK -0.8%, Dali -0.8%


¢º️News & Data 

China's JD.com posts slowest growth ever in '618' shopping event

- link: https://reut.rs/3tOgSyB


¼ºÀå·ü ²ªÀÎ ñé6¡¤18 ¼îÇε¥ÀÌ...¼Òºñ µÐÈ­ '¶Ñ·Ç'

- link: https://bit.ly/3tM5J12


ñé °æÁ¦ È°µ¿ Àç°³ ¹ÚÂ÷¡¦"°æ±â ȸº¹ ±â´ë°¨ ¡è"

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¾Æ¸ð·¹ÆÛ½ÃÇÈ, ºÏ¹Ì¼­ ÇÏÀÌ¿£µå ºäƼ ºê·£µå·Î °¢±¤

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¸ð´Ù¸ð´Ù¡¤LG»ý°Ç¡¤¾Æ¸ð·¹°¡ ´Þ±º ¿°»ö¼¤Çª ½ÃÀ塦ñé¼­ 3ÆÄÀü 'ÈIJö'

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±¹Á¦ Á¦Àç ¿©ÆÄ¡¦¿ÃÇØ ·¯½Ã¾Æ °æÁ¦¼ºÀå·ü -11% Àü¸Á

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Á¤ºÎ, ±¹»ê ¹Ð ¼ö¸Å ÇÑ´Þ ¾Õ´ç±ä´Ù¡¦¿ÃÇØ 102% Áõ·®

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³ó½É, Ä«ÀÚÈ彺ź¼­ ±âÁØÄ¡ ÃÊ°ú 'GMO ¶ó¸é' ÆǸŠ±ÝÁö

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


KT&G ¹éº¹ÀÎûÜ 'ÅõÀÚ ±ÍÀç'¡¦ºÎµ¿»ê ºÎ¾÷ 5³â »õ 315% '½ò½ò'

- link: https://bit.ly/3n2K80M



¡á ¼Ò¸Å/À¯Åë ÀÌÁøÇù(02-3770-5659)


¢º️±Û·Î¹ú À¯Åë ±â¾÷ ÁÖ°¡

- »ó½Â: Coupang +4.0%, Shopify +3.8%, Amazon +2.5%

- Ç϶ô: Target -2.5%, Walmart -1.9%


¢º️News & Data 

¡°¾çÆÄ¡¤ÆÄÇÁ¸®Ä« ÇÊ¿äÇÑ ¸¸Å­¸¸¡± ´ëÇü¸¶Æ®, ³ó»ê¹° ³¹°³ ÆǸŠȮ´ë

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[´Üµ¶] "20´ë ÀÔ¸À¿¡ µü"¡¦³×À̹ö 'Z¼¼´ë ¸â¹ö½Ê' ³ª¿Â´Ù

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

 

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


¢º️±Û·Î¹ú ±â¾÷ ÁÖ°¡

- »ó½Â: Credit Suisse +2.0%, Swiss Re +0.1%

- Ç϶ô: MUFG -2.2%, Goldman Sachs -1.8%, Morgan Stanley -1.4%




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https://t.me/yuantais


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www.myasset.com/tradarinfo


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