2024년 8월 16일 [ 돈이 되는 뉴스 모음 ]

 

2024년 8월 16일   [ 돈이 되는 뉴스 모음 ]

[주요이슈] : 빅이벤트, 없생있없 & 오고야 마는 미래 ★ 美대 하마스 "휴전협상 대표단 파견 안해…이스라엘 진정성 못믿어" 
https://v.daum.net/v/20240814095040764
이란 관리들 "가자지구 휴전되면 보복 공격 중단 가능하다" https://v.daum.net/v/20240814084458516
러-우크라 전쟁과는 다르다…중동 전운 고조에 정유업계 긴장
https://www.etnews.com/20240815000038
"미국, 이란 공격 저지 위해 원유 수출 제한하는 방안 검토"
https://v.daum.net/v/20240814102940346?sn=123
파우치, 코로나19 확진자 증가에 마스크 다시 착용 요구
https://torontosun.com/news/world/fauci-wants-to-bring-back-masks-as-covid-cases-increase
우크라, 평화정상회의 후속 '에너지 안보' 이달 온라인으로 개최
#재건 #에너지 
https://v.daum.net/v/20240814142129080
[Chip War] -  AI발 칩 → 전력기기/데이터센터 → 에너지원 [美 대선 속 AI] ①해리스·트럼프 상반된 AI 정책…공통점도 있다? 해리스, AI 안전·혁신 조화 강조…트럼프, 미국 우선 대규모 투자 구상
https://n.news.naver.com/mnews/article/092/0002342232
MS발 IT 대란 이후 부상하는 하이브리드·멀티 클라우드 시장
https://naver.me/xQeZGcVW
SK하이닉스 "웨이모 자율주행차에도 HBM2E 공급"…AI 서버에서 자동차까지 확대
강욱성 SK하이닉스 부사장은 14일 서울 JW메리어트호텔에서 열린 '제7회 인공지능반도체포럼 조찬강연 회'에서 구글 웨이모 자율주행차량에 3세대 HBM(HBM2E)이 활용되고 있다고 밝혔다.
강 부사장은 "레벨 2.5 이상의 자율주행을 위해서는 더욱 높은 컴퓨팅 파워가 필수적"이라며 "한 칩에서 초 당 1TB를 연산하는 4세대 HBM(HBM3)가 이러한 요구사항을 잘 충족한다"고 말했다.
https://n.news.naver.com/article/011/0004380028?type=journalists
▶ 글로벌 이슈 : 선진국(북미, 유럽 등) / 해외주식/매그니센트7/트럼프2.0 버핏, 애플 팔고 '미국판 올리브영' 사들였다
#얼타뷰티 #인디브랜드 #올리브영 #K-뷰티 #화장품리턴?! 
1. 올리브영은 제품 판매만 하지만, 얼타 뷰티는 매장에서 헤어 서비스도 제공. (즉 화장품 판매점 + 미용실) 2. 올리브영은 중저가 제품 위주, 얼타 뷰티는 중저가부터 명품 브랜드 다 있음 https://n.news.naver.com/article/293/0000057513?sid=101
버핏의 버크셔, 애플·셰브론 팔고 ‘美올리브영’ 신규 투자
#애플 팔아도 비중 30% 
https://n.news.naver.com/mnews/article/018/0005811726
빌 애크먼의 퍼싱스퀘어, 나이키 대거 편입…2018년에는 1억달러 수익
* 빌애크먼의 퍼싱스퀘어가 나이키 지분을 대거 확대
* 나이키 B(NYS:NKE),브룩필드(NYS:BN),알파벳 A(NAS:GOOGL),알파벳 C(NAS:GOOG),치폴레 멕시칸 그릴
(NYS:CMG),스타벅스(NAS:SBUX)
https://news.einfomax.co.kr/news/articleView.html?idxno=4321377
Walmart beats estimates, raises outlook as it sees stable consumer health
* 월마트 실적 컨센 상회 및 연간 가이던스 상향조정(프리마켓 +6.8%)
* CFO 레이니 :
“We see, among our members and customers, that they remain choiceful, discerning, value-seeking, focusing on things like essentials rather than discretionary items, but importantly, we don’t see any additional fraying of consumer health” 
"고객들은 재량 품목보다는 필수품과 같은 것에 초점을 맞춰 선택적이고, 분별력 있고, 가치 추구를 유지하 고 있지만, 중요한 것은 소비자 체력이 더 악화되지 않고 있다는 것"
https://www.cnbc.com/2024/08/15/walmart-reports-its-earnings-before-the-bell-heres-what-to-expect.ht ml?__source=androidappshare
7월 美소비자물가 3년4개월만에 최저
https://naver.me/5oEh5TPh
뉴욕증시, CPI 둔화에 상승 마감…S&P 500 닷새 연속 상승
https://www.newsis.com/view/NISX20240815_0002850869
"48% 대 47%"…해리스, 경합주에서 트럼프보다 근소 우위
https://n.news.naver.com/article/421/0007731436?cds=news_my
에릭 슈미트 “구글, 재택 근무 때문에 AI경쟁 뒤처져”
https://naver.me/FLyHv04U
블룸버그 “미 법무부, 구글 해체 방안 고려” 
https://n.news.naver.com/mnews/article/028/0002702704?rc=N&ntype=RANKING&sid=104
바이든 경제정책과 차별화 고민하는 해리스, 해답은 ‘모호성’? - 해리스는 대선후보 지명 후 초기 컨벤션 효과를 누리는 중
- 8/16 공약 발표 및  9/10 트럼프와의 TV토론이 분수령
https://n.news.naver.com/article/023/0003852671
▶ 글로벌 이슈 : ASIA/EM/EEM/EWY
 [속보] 日 난카이 대지진 주의보 17시 해제
# 일본은 8/15일 오봉 (한국의 추석과 유사한 명절)
# 계속 여진이 있음에도 해제한 이유는.. 아마 내수소비를 걱정?! 
https://n.news.naver.com/mnews/article/005/0001718239?rc=N&ntype=RANKING&sid=001
기시다 日총리 불출마 선언 이후 ‘포스트 기시다’ 후보군 움직임 활발
https://n.news.naver.com/mnews/article/021/0002654535?rc=N&ntype=RANKING&sid=001
中 청소년 게임 규제는 끝나지 않았다  부모 신분증 이용도 감시
https://biz.chosun.com/international/international_economy/2024/08/14/JUMKHJMKWJFZ3FZJWY5ZC6BB UQ/
中정부, 관련 법 개정해 이혼 어렵게 만든다
#결혼을 더 안하거나,, 사별하거나.. 
https://v.daum.net/v/20240815172744850
대만 동부서 규모 5.7 지진…TSMC "영향 없다"
http://www.sedaily.com/NewsView/2DD0ZNNMT3?OutLink=telegram
▶ 글로벌모니터링 : 지정학적 이슈 /금리인하/주요 매크로데이...
연준 ‘비둘기’ 굴스비 “고용 안정에 더 중점둬야”
https://n.news.naver.com/mnews/article/018/0005811651
가자전쟁 10개월 만에 팔레스타인 누적 사망자 4만명 돌파 (1보)
https://n.news. naver.com/mnews/article/421/0007732504?rc=N&ntype=RANKING&sid=001
 러 접경지 벨고로드, 우크라군 공격에 비상사태 선포<로이터>
https://v.daum.net/v/20240814123037043
▶ 국내 경제(환율/국고/외인동향)/경제/제도/금융상품 동향 삼성바이오, 고의 분식회계 심판 1심 승소...이재용 무죄 연장선상
https://n.news.naver.com/mnews/article/241/0003372992?rc=N&ntype=RANKING&sid=101
공채의 종말…중소→중견→대기업 '계단형 이직 시대'
https://www.hankyung.com/article/2024081313641
코로나19 급속 확산…이번 주 치료제 추가 공급
https://news.kbs.co.kr/news/view.do?ncd=8036229
7월 ICT 수출 전년比 32.8%↑… 4개월 연속 30%대 증가
https://biz.chosun.com/it-science/ict/2024/08/15/3PHEEELMLBGXDNFISAGLAFVRG4/
[단독] 19개 증권사, 16일부터 미국주식 주간 거래 일시 중단
https://v.daum.net/v/20240814140611517
▶ [매각/인수/합병/분할] 최대주주변경/경영권분쟁/행동주의 ★★ 유동성 문제 없다더니…GS건설, 이니마 이어 엘리베이터도 판다
https://n.news.naver.com/mnews/article/215/0001175449
두산밥캣·로보틱스 합병 앞에 ‘거대한 장벽’ 정부·정치권도 ‘경고 사인’ 주주 신뢰 회복 못하면 합병 무산 가능성
두산밥캣은 주식매수청구권에 대응해 현금 1조5000억원을 준비했지만 오는 9월 25일로 예정된 주주총회 참석자의 3분의 2 찬성을 받아야 하는 만큼 표 대결에서 질 가능성도 배제할 수 없다. 분할합병은 주주총회 특별결의 안건으로 출석 주주의 3분의 2 이상, 발행 주식 수 3분의 1 이상이 찬성해야 통과된다. 여론 반발이 거세지면서 정부, 정치권이 사태를 예의 주시하는 점도 걸림돌이다.
https://n.news.naver.com/mnews/article/024/0000091004?rc=N&ntype=RANKING&sid=001
▶자금조시장 : 유무상증자/메자닌발행/블럭딜/오버행 이슈 등
▶ 주요 2Q실적 : 슈퍼 서프라이즈! 기업명: 한국화장품제조(시가총액: 2,651억) 매출액 : 481억(예상치 : 0억)
영업익 : 89억(예상치 : 0억)
순이익 : 69억(예상치 : 0억)
**최근 실적 추이**
2024.2Q 481억/ 89억/ 69억
2024.1Q 351억/ 44억/ 41억 2023.4Q 265억/ 16억/ 6억
2023.3Q 282억/ 27억/ 19억 2023.2Q 278억/ 25억/ 23억
공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20240814003607
한국화장품제조의 SKIN1004향 매출
1Q24 : 46억(매출비중 13%)
2Q24 : 123억(매출비중 26%)
→ SKIN1004향 매출증가에 따른 OPM 개선효과로, OPM 1분기 13%에서 2분기 19% 상승
LS(006260) 반기보고서 (2024.06)(연결)
[영업이익] 3,744 억원
(최근 4분기 중 최대)
  QoQ(%) 53.6
  YoY(%) 32.9
  컨센대비(%) 37.7
[PER(연율)] 4.0
http://dart.fss.or.kr/dsaf001/main.do?rcpNo=20240814003397
▶ 주요 공시 : 시설투자, 공급계약(해지 등) 등
▶ 주요공시 : 투자경고/투자주의/단일가지정
▶ 정책1) K-밸류업 : 주주환원/자사주소각/배당 등
KB·신한 자사주 태울 때 하나는 속만 태운다 
https://naver.me/Gipbjlo1
메리츠금융, 상반기 순익 1조3275억원… 역대 최대
https://www.chosun.com/economy/money/2024/08/14/7CRY44K64URX3BRS44RA3NDOJQ/
▶정책2) [대왕고래] 영일만 가스전 /부산신항 / 시추 
▶IPO/ETF/SPAC/ 편입일정(MSCI / FTSE /코200, 코150
▶비상장투자 / VC/ PEF
▶정부정책 & 정치뉴스
 [속보] 尹 “북녘땅으로 자유 확장돼야”… ‘8·15 통일 독트린’ 발표
https://v.daum.net/v/20240815105701526
[단독] 국민연금 소진 30년 늦춘다… 대통령실 이르면 이달 말 개혁안 발표
https://n.news.naver.com/article/469/0000817848
"증시 살리려면 금투세 폐지해야"…개미들 또 촛불 들었다
https://www.hankyung.com/article/2024081555246
이재명 "금투세, 일시적으로 유예 또는 완화 필요"
https://www.news1.kr/politics/assembly/5510167
[단독] 금감원, 미래에셋증권에 ‘계열사 ETF 매매내역’ 자료제출 요구 https://www.mk.co.kr/news/stock/11093445
“이래도 주담대 받아갈건가요”…한달새 다섯번 금리 올린 은행들
https://www.mk.co.kr/news/economy/11092329
▶ 부동산/PF/리츠/금융(예대)
영구임대 재건축해 1기 신도시 이주주택으로 활용 https://v.daum.net/v/20240815050202820
서울 아파트 실거래가, 3년 전 고점 넘었다… ‘용산‧성동‧서초’ 주도
https://v.daum.net/v/20240815060212650
수도권 매입임대 2024년 1만7000가구 추가… 국유지 활용 청년주택 2만2000호 공급
https://v.daum.net/v/20240815060130606
빌라·오피스텔 거래량도 꿈틀?… ‘비아파트 살리기’ 대책에 회복세 이어갈까
https://v.daum.net/v/20240815060123599
"뭐가 맞아요?"…중개사협회는 9.5% 올랐다는데 KB 시세는 0% https://v.daum.net/v/20240815050053778
중동 용적률 350%, 산본 330%…4만가구 늘린다 https://v.daum.net/v/20240815000200810
장위4구역 공사비 갈등에 공사중단 위기
https://v.daum.net/v/20240814200900074
1기 신도시 사업성 기대되지만 인근 전세난·이주 장기화 불가피[1기 신도시 재건축 밑그림 나왔다]
https://v.daum.net/v/20240814182844017

 

 

-----------------------[ 돈 될 섹터 ] ------------------------------
★ Tech1 : AI반도체/HBM/온디바이스AI/데이터센터/AI서비스/유리기판/팹리스 등
TSMC scaling up equipment and engineering orders for fast plant expansions
https://www.digitimes.com/news/a20240813PD223/tsmc-equipment-plant-capacity-production.html
‘HBM 선두’ SK하이닉스, 나홀로 점유율 상승
https://mbiz.heraldcorp.com//view.php?ud=20240815050148
세계 D램 매출 2분기 25% 증가… “3분기 가격 8~13% 오를 것”
-삼성전자 D램 매출 1위... 수익률은 SK하이닉스가 1위
https:-//biz.chosun.com/it-science/ict/2024/08/15/GAZCYO5XVVHZTAOP7GKPXD7COM/
삼성전자·SK하이닉스, 서버 D램 가격 '최대 20% 인상' 요구
14일 시장조사 업체 디램익스체인지에 따르면 삼성전자와 SK하이닉스 등 주요 D램 공급업체들은 최근 고객 사들과의 올해 3분기 서버용 D램 고정거래가격 협상에서 전 분기 대비 15~20% 수준의 공격적인 가격 인상 을 요구했다.
https://n.news.naver.com/mnews/article/293/0000057483
★ [G] 전력 인프라+신재생 : 데이터센터/변압기/송배전/ESS/ 에너지원(원전,태양광,풍력,수소)
'샘 알트만 투자' 소형원전기업 오클로, 지멘스에너지와 부품 공급계약
#오클로 #SMR #소형원전 #아크리액터 
https://www.theguru.co.kr/news/article.html?no=75875
★ 신성장산업(일자리, 효율) : 로봇/자율주행/AMR/양자기술/보안/뉴럴링크...
"전기차 접은 애플, 새 먹거리는 가정용 탁상 로봇"
https://n.news.naver.com/mnews/article/029/0002895446
삼성전자 웨어러블 로봇 '봇핏' 9월 초 출시 
https://www.newsway.co.kr/news/view?ud=2024081410463230045
★[G] 大우주항공/방산/국방비 - 항공우주/위성/스타링크/UAM/드론
▶[DSP] 폴더블/애플비전프로/XR/VR/메타버스/OLED/가전/통신/결제/보안 아큐레이저, 합작사 설립해 '글라스 기판' 사업 본격 진출 https://ift.tt/v4Sk9tp
▶모빌리티(車) - 리튬/정책 :IRA/FEOC/2차전지/리튬/광물/초전도체/SOFC/폐배터리/보조금
[단독] "속도보다는 안전에 집중"…LG엔솔, 전고체 첫 양산 4년 미룬다 https://n.news.naver.com/article/011/0004380568?sid=101
정부, '하이브리드차 배터리'도 안전성 조치 살핀다
https://news.tf.co.kr/read/economy/2125049.htm
현대차·기아 "과충전 문제 가능성 0%"
https://naver.me/5N1LX01B
현대차그룹 모든 전기차에 화재 방지 BMS 적용한다 https://www.mk.co.kr/news/business/11093684
‘전기차 포비아’ ESS 업계로 불똥 튈까 노심초사
https://www.ekn.kr/web/view.php?key=20240812027342157
민테크, 3년간 300억원 시설 투자...1000억 매출 도전 - 전자부
 - 국내 배터리 진단 점유율 90%
https://ift.tt/Prf2uRD
정부, '과충전 방지' 전기차 충전기에 예산 지원 확대한다
https://www.news1.kr/economy/trend/5510563
▶ 소비트렌드2024(초양극화시대/Ditto 소비) : K-뷰티/K-음식료/K-소비재 삼양 훨훨, 농심·오뚜기 주춤…수출이 가른 '라면 빅3' 실적 https://www.hankyung.com/article/2024081553991
외국인 관광객, 한국서 '씀씀이' 줄었다
https://www.hankyung.com/article/2024081546765
英런던 주점마다 '진로 두꺼비'…하이트진로, K소주로 해외 유흥시장까지 공략
https://naver.me/5WOmtgLg
[단독] 티메프 '제2 분쟁' 터졌다…롯데칠성 상대로 분쟁조정
https://n.news.naver.com/mnews/article/374/0000397538?rc=N&ntype=RANKING&sid=101
▶글로벌 제약, 바이오 / 의료기기 등 (수출입데이터, 학회 일정 체크, 비만, AI항암)
5분이면 투여끝 '리브리반트SC', FDA 우선심사 지정…연말 승인 결과
(DS증권 제약 김민정 위원님 코멘트)
J&J(존슨앤드존슨)의 '리브리반트SC'가 FDA로부터 우선심사 약물로 승인받았습니다. 이번 승인으로 리브리반트SC의 심사 기간은 6개월로 크게 단축돼, 늦어도 올 12월 말 FDA 심사 결과가 나올 전망입니다. 보통 일반심사는 10~12개월정도 걸립니다. 
SC제형은 기존 리브리반트IV 제형이 5~6시간정도 투여시간이 걸리는 것을 단 5분으로 획기적으로 단축시 킨 강점을 갖는데요, 
'리브리반트IV+레이저티닙' 병용요법도 우선심사 대상으로 이달 21일 최종 허가여부가 나올 예정으로 리브리반트SC까지 모두 승인이 이뤄지면, 앞으로 '리브리반트SC+레이저티닙' 병용도 가능해집니다. 이 치 료요법은 2025년부터 처방이 가능할 것으로 예상됩니다. 
https://www.thebionews.net/news/articleView.html?idxno=7894
코로나 아동환자, 2주새 3배 급증…'무증상 깜깜이' 많아 비상
https://www.joongang.co.kr/article/25270612?utm_source=pwa&utm_medium=pwa&utm_campaign=reco mmendation1&utm_content=240814&utm_term=145575
메디톡스, 2분기 흑자 전환 ‘보툴리눔 톡신 제제’ 매출 88%↑’해외 적극 공략’
https://naver.me/5XJbuKe3
▶ 비트코인/STO(증권토큰)/WEB3//CBDC] ★ 제도화/법규 해리스 후보, 反가상자산 인물 2명 캠프에 영입...美가상자산 업계 반발
https://zdnet.co.kr/view/?no=20240814100039
▶ 플랫폼/미디어/웹툰/엔터 (★데뷔, 신작공개)
▶ 게임( 출시/CBT/신작 일정)
MMORPG 시대 끝났나…'70% 점유율' 깨졌다
https://n.news.naver.com/mnews/article/015/0005022122
▶ 에너지/귀금속/원자재/곡물
▶건설(건자재)/기계/운임 : 항공/육운/해운 (가격인상) 환경부 '기후대응댐추진단' 구성…댐 신설 작업 속도
https://www.yna.co.kr/view/AKR20240813126000530?input=1195m
▶정유/화학(타이어)/조선/철강/상사 中·인도 타이어 수요 급증…효성·코오롱 "바쁘다 바빠"
https://www.hankyung.com/article/2024081554051
출처 : NH투자증권 PB삼성동_김성민PB
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