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2023년 1월 10일 뉴스모음
★주요이슈:빅이벤트,없생있없&오고야마는미래★ "파산직전수준에거래중인은행주,비정상의정상화해야"
https://naver.me/FiEsYBW9
中국영은행,홍콩서예금하면화이자백신무료접종
https://v.daum.net/v/20230109205801896
챗GPT에놀란학계…"AI대필금지" ●셀바스AI/솔트룩스/코난테크놀로지/마인즈랩
https://naver.me/xej0MCBG
▶글로벌모니터링:선진국(북미,유럽등)/해외주식
美부채한도상향놓고…공화당vs백악관기싸움
https://n.news.naver.com/mnews/article/018/0005402811?sid=101
"골드만삭스,금주부터3,200명정리해고"블룸버그보도
https://www.hankyung.com/economy/article/202301091691i
전쟁끝낼생각없는푸틴?"15일50만명추가동원령"
www.sedaily.com/NewsView/29KEQXBYVO?OutLink=telegram
룰루레몬,4분기마진감소전망제시후주가급락
https://www.hankyung.com/economy/article/202301091790i
▶글로벌이슈:신흥국(EM/EEM/EWY) 中베이징등전국소비'날갯짓'|블록미디어 수도베이징의주요상권이소비자들로북적이고있다고중국관영인민일보가오늘보도했습니 다.
https://www.blockmedia.co.kr/archives/285941
"류허,다보스포럼갈듯…中고위관리3년만에대면참석"
https://v.daum.net/v/2023010921024798377
中벌써'규제완화'효과?"텐센트산하'위닥터'IPO재추진"
https://v.daum.net/v/20230109145305478
태국,입국규제강화철회…"코로나백신접종증명불필요"(종합)
https://n.news.naver.com/article/001/0013690386?sid=104
'폭동선동의혹'보우소나루,브라질돌아갈까…"미국은도피처돼선안돼"
www.sedaily.com/NewsView/29KEQZZSSZ?OutLink=telegram
▶글로벌모니터링:경기침체/금리/물가인상
연준은‘매’라고하는데…시장은‘비둘기’라고읽는다
https://m.khan.co.kr/economy/finance/article/202301092152025
둔촌주공發금통위동결기대…대세는25bp인상-연합인포맥스
https://news.einfomax.co.kr/news/articleView.html?idxno=4249800
"세계중앙은행긴축기조,3분기정점찍고누그러질것"
블룸버그통신은전세계21개국가의중앙은행중올해미국등10곳은금리를올리고,중국등 9곳은내릴것이라고예측했다.일본과폴란드는금리를동결할것으로예상됐다.
https://n.news.naver.com/mnews/article/015/0004797509?sid=104
▶국내경제일반/시장/제도/금융상품동향
"5억줄때짐싸자"…되레희망퇴직늘려달라는은행원들
https://n.news.naver.com/article/015/0004797523
"돌아온매수세"…배당차익거래청산`종료`[증시프리즘]
https://v.daum.net/v/20230109190144199
'토끼랠리'주도한외국인…은행·반도체쓸어담았다-매일경제
https://www.mk.co.kr/news/stock/10599812
달러당원화가치7개월만에1240원대…“환율,금리가관건”
https://naver.me/xej0e5Hh
▶합병/분할/최대주주변경/경영권분쟁★매각/인수/합병 AZ,고혈압신약개발제약사신코2조2400억원에인수
www.sedaily.com/NewsView/29KEQ6O2SJ?OutLink=telegram
한화에어로스페이스,한화방산합병결정
https://n.news.naver.com/article/366/0000868469?cds=news_media_pc
KCGI,메리츠자산운용인수계약체결
https://n.news.naver.com/mnews/article/016/0002088593?sid=101
▶유무상증자,CB,BW,자금조달발행등
에이프로젠H&G,보통주1억4296만주감자결정
https://n.news.naver.com/mnews/article/018/0005402988?sid=101
기업명:피플바이오(시가총액:2,092억)
보고서명:전환청구권행사(제5회차)
청구일:2023-01-09 상장일:2023-02-07 청구수량:125,312주(1.07%) 청구가:11,970원 현재가:17,800원
잔여물량:375,941주
공시링크:https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20230109900392
▶실적발표
LG에너지솔루션(373220) 잠정실적(연결) [영업이익]2,374억원 QoQ(%)-54.5 YoY(%)213.6
컨센대비(%)-47.3 [PER(영업,연율)]114.3
http://dart.fss.or.kr/dsaf001/main.do?rcpNo=20230109800369
▶주요공시:시설투자,공급계약
▶IPO/SPAC/지수편입일정
한주라이트메탈·티이엠씨,10~11일새해첫일반청약
https://www.hankyung.com/economy/article/2023010891351
▶비상장/VC이슈
거래소,와이랩상장예심신청서접수
●웹툰
https://v.daum.net/v/20230109170935258
▶정부일정및정책/정치 특례보금자리론,이달말출시될듯…소득요건없이연4%대 ttps://n.news.naver.com/article/001/0013688567?
대통령실“저출산委사퇴를”羅측“퇴로없으면출마”
https://www.donga.com/news/Politics/article/all/20230109/117360692/1?ref=main
[속보]초등돌봄교실2025년부터‘저녁8시까지’확대
http://www.hani.co.kr/arti/society/schooling/1074960.html?_fr=mt1
▶부동산연결고리(부동산/금융/세금/리츠/조달등) 장위자이레디언트,10일부터이틀간무순위청약접수
https://n.news.naver.com/article/011/0004142827
[단독]래미안원베일리갈등점입가경…"최악땐입주연기"
https://naver.me/GUDWIVoC
2억전셋집,2억다빌려준다?무주택자100%전세대출검토
https://n.news.naver.com/mnews/article/025/0003252096?sid=101
“직접안살고세줬다팔아도된다”···둔촌주공‘완판’가능할까?
https://naver.me/FrlZzCIP
대출많이낀'영끌족'피눈물…소형아파트매물쏟아졌다
https://n.news.naver.com/article/015/0004797468
-----------------------------------섹터------------------------------------------
▶(돈)모빌리티-IRA/RMA/2차전지/폐배터리/광물/자율주행/전장★증설/수주/넘버 포드,LG엔솔에"4조배터리공장짓자"
https://www.hankyung.com/economy/article/2023010917381
TeslaModelYwaittimeinChinaextendsfrom1-4weeksto2-5weeks https://cnevpost.com/2023/01/09/tesla-model-y-wait-time-china-extends-to-2-5weeks/
사우디전기차자유구역,네옴시티와병행...국가사업으로추진
http://www.thepowernews.co.kr/view.php?ud=2023010914093990567114f971d_7
에코프로그룹"올해매출10조원목표"
"2027년까지양극재생산량을71만t까지늘리고,매출을27조원까지불리겠다는것이이회사 의목표다.업황호조에힘입어5년간연평균약80%성장률을자신한것이다."
https://www.hankyung.com/economy/article/2023010420691
현대차·기아,인증중고차사업하반기로…고금리·경기침체탓
https://naver.me/xoKDdMkn
▶[G][태양광/풍력/원전/전력망/ESG] 우간다도K원전‘러브콜’…11조잭팟터지나
『한국수력원자력이우간다정부와11조원규모의원자력발전사업협력을논의중인것으로확 인됐다.』
●K원전은웨스팅하우스와협상이우 선
https://view.asiae.co.kr/article/2023010914173158327
에너지‧수출위기에각광받는K-원전…돌파구역할주목
https://www.nocutnews.co.kr/news/5876404
▶[G][방산/우주항공/UAM/드론]
[단독]폴란드방산수장,내달방한…위시리스트엔'KF-21·레드백'-머니투데이
https://news.mt.co.kr/mtview.php?no=2023010915224541787
튀르키예,드디어'한국산파워팩'장착알타이전차100대양산개시 현대로템/STX엔진/SNT중공업/평화산업/평화홀딩스/기산텔레콤
https://n.news.naver.com/article/629/0000194583
한미글로벌,드론데이터플랫폼기업'엔젤스윙'과업무협약
●한미글로벌이드론까지?!?!(네옴+드론)
https://bit.ly/3WTtC3i
▶(돈)신기술산업:로봇/인공지능/양자암호/보안 이미지인식AI,검색재발명,로봇택시나온다
https://www.hani.co.kr/arti/economy/it/1074937.html
[CES결산]①모빌리티,'더똑똑하게'…메타버스,'더현실에가깝게'
https://n.news.naver.com/article/001/0013687566
▶(돈)플랫폼/엔터/미디어/OTT(컨텐츠)]★데뷔,신작공개
'더글로리'도둑시청하고…평점까지매긴중국'황당'
https://www.sedaily.com/NewsView/29KEOVP8HC
'아일랜드'韓최초아마존프라임비디오전세계9위…2주연속TOP10
https://v.daum.net/v/20230109114846873
▶소비트렌드2023:리오프닝/유통/화장품/음식료★신조어/품절/인상 렌터카업계도신차구매'급브레이크'
https://www.hankyung.com/economy/article/2023010915731
4년여만의흑자…한시름놓은LCC
https://www.econovill.com/news/articleView.html?idxno=599873
게임출시일정그리고메타버스등★출시/CBT/신작일정
위메이드,MMORPG'미르M'1월31일글로벌출격
https://www.thisisgame.com/webzine/game/nboard/225/?n=165466
메타버스엔터걸그룹MAVE:(메이브),그룹로고모션첫공개 http://sports.khan.co.kr/news/sk_index.html? art_id=202301092149003&sec_id=540101
▶WEB3.0/크립토파이낸스/CBDC]★제도화/법규/ [단독]후오비코리아,후오비떼고韓거래소'마이웨이'걷는다
https://www.news1.kr/articles/?4919434
▶Tech1:반도체/소부장/스마트팩토리/빅데이터/클라우드/보안] 악조건에도…삼성전자,兆단위투자밀어붙인다
https://n.news.naver.com/mnews/article/029/0002777651?sid=101
▶Tech2:VR/XR/폴더블/디스플레이/가전/5G 애플의VR기기,드디어올봄에공개...가을부터배송예상
https://v.daum.net/v/20230109104350289
▶제약/바이오/건기식
SK바사,올해mRNA·세포유전자치료제기업인수목표
https://m.dnews.co.kr/m_home/view.jsp?idxno=202301092004332600338
▶에너지/곡물/원자재/스마트팜
▶건설/기계/항공/육운/해운운임
'전기요금인상후폭풍'시멘트가격또인상검토…레미콘업계반발
https://www.news1.kr/articles/4919001
▶정유/화학/타이어/조선/철강
경기부양절실한중국,올해석유수입왕창늘린다…이미지난해제쳐
www.sedaily.com/NewsView/29KEQJLU4L?OutLink=telegram
출처 : NH투자증권 광화문PB1센터_김성민PM
※위자료는다양한자료들의취합과개인적인생각의결합입니다.어떠한경우에도컨텐츠에 대한내용이투자결과에대한법적책임소재의증빙자료로사용할수없습니다.투자에대한투자 판단은투자자본인의책임에있습니다.