2024년 8월 19일 [ 돈이되는 뉴스모음 ]

 

2024년 8월 19일  [ 돈이되는 뉴스모음 ]

[주요이슈] : 빅이벤트, 없생있없 & 오고야 마는 미래 ★ 美대 가자 휴전협상 이번주 판가름나나…바이든 "협상 타결 낙관"
http://www.sedaily.com/NewsView/2DD2DIXCTP?OutLink=telegram
WP “우크라 러 본토 공격에 부분 휴전 비밀협상 무산”
http://www.sedaily.com/NewsView/2DD1XXUBC3?OutLink=telegram
[Chip War] -  AI발 칩 → 전력기기/데이터센터 → 에너지원
엔비디아 5거래일 연속 상승.. 역대 최고가까지 8% 남았다
https://www.mk.co.kr/news/stock/11094744
美, 10년간 AI에 452조 넘게 투자…中 제치고 AI 투자 1위
https://naver.me/F5DLDZPc
▶ 글로벌 이슈 : 선진국(북미, 유럽 등) / 해외주식/매그니센트7/트럼프2.0
23일 파월 ‘잭슨홀 연설’에 쏠린 눈…금리 인하 힌트 나오나
http://www.sedaily.com/NewsView/2DD2D9UQBU?OutLink=telegram
‘해리스 대관식’ 앞두고 반전 시위 예고…시카고 ‘초비상’
http://www.sedaily.com/NewsView/2DD2CRQ8DM?OutLink=telegram
해리스·트럼프 '인플레 해법' 격돌…'수조弗 가격표'는 모두 외면
http://www.sedaily.com/NewsView/2DD2DF3OB0?OutLink=telegram
EU ‘고율관세’ 먹혔나…7월 中 전기차 신규 등록 ‘반토막’
http://www.sedaily.com/NewsView/2DD2D59C09?OutLink=telegram
▶ 글로벌 이슈 : ASIA/EM/EEM/EWY
Japan, South Korea and Taiwan Seeing Earnings Strength, Goldman Sachs Says
골드만삭스 전략가 Tim Moe
- 일본, 한국, 대만에서 수익 성장세가 나타나고 있다. 2분기 실적이 전반적으로 예상치를 초과하며 좋은 성 과를 보였다. 
- 또한, 베이징이 추가적인 정책 지원을 고려하고 있는 상황에서, 향후 주식 시장에 대한 기대를 가지고 있다.
https://www.bloomberg.com/news/videos/2024-08-16/japan-korea-seeing-earnings-strength-goldman-sa chs-video
"헤지펀드, 엔화 강세 예상…3년 5개월 만에 순매수"
https://www.wowtv.co.kr/NewsCenter/News/Read?articleId=A202408180022&t=NN
AI 불모지' 일본의 대반격…한국선 상상도 못할 일 벌어졌다 韓선 상상도 못할일…日, 창업 1년만에 AI유니콘 탄생 스타트업 사카나AI
'주목'2분기 기업가치 10억달러 넘어 구글 출신, 창업 멤버로 대거참여,  美유명 VC·소니·NTT 등 투자 'AI 불모지' 日의 무한 지원, 日 정부, 해외 인재 유치 위해 외국인 창업 규제 확 풀고, 구하기 힘든 GPU 무상 제공 https://www.hankyung.com/article/2024081892871
일본-러시아 등 불의고리 지진 확산
https://n.news.naver.com/article/469/0000818222?sid=104
中 투자 불확실성 더 커지나…일일 자금 데이터 발표 중단
http://www.sedaily.com/NewsView/2DD2DG2PNS?OutLink=telegram
"오염수 괴담 더는 안 속아"…'일본산 참돔' 없어서 못 산다
https://www.hankyung.com/article/2024081893141
17개국 중 베트남 1위…80%가 제조업 근무
https://www.hankyung.com/article/2024081893331
'세계의 옷 공장' 초유의 사태 터졌다…업계 '긴장 최고조' '세계의 옷 공장' 마비 글로벌 패션업계 좌불안석 방글라데시 혼돈에 공장폐쇄
H&M·자라 등 의류 생산 공장 시위대 공격 받아 무기한 폐쇄 제품 못내놓자 공장이전 검토 캄보디아·인도네시아 등 주목 글로벌 의류 공급망 변화 조짐 현지 진출한 韓업체도 일부 피해
https://naver.me/GdyVPJUW
▶ 글로벌모니터링 : 지정학적 이슈 /금리인하/주요 매크로데이... 美경제 곳곳서 침체신호…지금은 공격보다 수비할 때
https://n.news.naver.com/mnews/article/009/0005351585
‘뉴노멀’되는 세계증시 발작···공포 좇는 ‘파생상품 투매’ 대비해야 
https://m.mk.co.kr/news/economy/11094857
▶ 국내 경제(환율/국고/외인동향)/경제/제도/금융상품 동향 슈퍼위크 앞둔 한은…메시지 수위 조절에 고심
http://www.sedaily.com/NewsView/2DD2CPCL01?OutLink=telegram
"한은, 10월 첫 기준금리 인하…내년 상반기 2%대 진입"
https://www.hankyung.com/article/2024081893431
내년 韓 초고령사회 진입…실버케어, AI가 주도한다 
https://zdnet.co.kr/view/?no=20240817133452
"내달 금리 인하땐 채권값 뛴다"…美장기채 ETF에 18억달러 뭉칫돈
https://www.hankyung.com/article/2024081892371
그냥 쉰 청년 44만명 '역대 최대'…75%는 "일할 의사 없어"
http://www.sedaily.com/NewsView/2DD2DNB8C1?OutLink=telegram 대통령실 "코로나 치료제 26만명분 구매 계약 체결 중"
https://n.news.naver.com/article/654/0000084493?cds=news_media_pc&type=breakingnews
▶ [매각/인수/합병/분할] 최대주주변경/경영권분쟁/행동주의 ★★
▶자금조시장 : 유무상증자/메자닌발행/블럭딜/오버행 이슈 등 포스코 '1.5조' EB 만기 돌아온다…대규모 풋옵션 가능성 
포스코홀딩스가 외화 해외교환사채(EB) 투자자들의 조기상환청구권(풋옵션) 행사 여부에 촉각을 곤두세우 고 있다.
최근 회사의 주식 가격이 교환가액을 크게 밑돌고 있어 여러 차례의 리픽싱에도 채권자들은 조기 상환 옵션 을 선택할 가능성이 크다.
발행 당시 마이너스(-) 만기수익률에도 1조5천억원이란 대규모 자금이 모였지만, 철강 부진과 전기차 캐즘 (Chasm·일시적 수요 정체)에 원금을 상환받으려는 수요가 몰릴 것으로 보인다.
14일 업계에 따르며 포스코홀딩스가 지난 2021년 발행한 11억유로(약 1조5천억원) 규모의 교환사채에 대한 풋옵션 행사일이 다음달 1일로 다가왔다. 당시 포스코는 자사주 293만주를 교환 대상으로 하는 교환사채를 만기 5년, 1주당 49만4천450원의 교환가액으로 발행했다. 교환가액에는 당시 주가의 40%가 넘는 프리미엄 이 붙었다.
https://news.einfomax.co.kr/news/articleView.html?idxno=4321180
펩트론, 신공장 건립에 650억 투자…“약효지속성 의약품 생산 10배 확대”
https://www.etoday.co.kr/news/view/2391351
▶ 주요 공시 : 시설투자, 공급계약(해지 등) 등
▶ 주요공시 : 투자경고/투자주의/단일가지정
"우크라 재건 테마株" 삼부토건, 주가 급등 후 거래 정지까지
https://n.news.naver.com/mnews/article/003/0012733649
▶ 정책1) K-밸류업 : 주주환원/자사주소각/배당 등
밸류업 지수 ETF 출시 땐 보험·증권株에 주목
https://www.hankyung.com/article/2024081893041
▶정책2) [대왕고래] 영일만 가스전 /부산신항 / 시추 
강승규 의원, 동해 첫 시추 정책 토론회 개최 #대왕고래 #국회도서관 10:00 #토론회 
강승규 의원이 '자원안보 시대 산유국의 꿈, 시추는 대박이다’라는 주제로 동해 석유 시추 정책 토론회를 20 일 국회도서관 지하1층 소회의실에서 개최한다고 밝혔다.
이번 정책토론회는 동해 심해 석유·가스전 개발을 위한 첫 탐사시추의 성공 가능성과 경제성을 평가하고 국 익 극대화를 위해 필요한 제도 개선 방향을 모색하기 위해 마련됐다. https://www.todayenergy.kr/news/articleView.html?idxno=273728#google_vignette
‘이슈 PICK 쌤과 함께’ 제7광구, 한·중·일 해양패권의 화약고 되나?
https://m.entertain.naver.com/article/144/0000982651
▶IPO/ETF/SPAC/ 편입일정(MSCI / FTSE /코200, 코150
▶비상장투자 / VC/ PEF 알렛츠, 영업종료 공지…'제2 티메프' 되나 불안감
http://www.sedaily.com/NewsView/2DD2DA09EZ?OutLink=telegram
'빅4' 회계법인 채용, 2년 새 40% 급감
https://n.news.naver.com/article/015/0005017127?sid=101
▶정부정책 & 정치뉴스
 (단독)차주에 배터리 정보제공 동의 의무화..정부 '전기차 포비아' 대책
https://v.daum.net/v/20240818181807353
[속보] 이재명, 지지율 90.0%로 민주당 대표 연임 확정
https://m.ajunews.com/view/20240818173112008
이재명 "경제·외교 다 엉망됐다… 일하지 않아도 나누는 사회 올 것"
https://n.news.naver.com/article/417/0000991107?sid=100
[속보] 이재명 “신임 대표로 尹대통령께 영수회담 제안”
https://v.daum.net/v/20240818185643210
[속보] 대통령실 "美日 지도부 교체와 상관 없이 캠프 데이비드 지지 확고"
https://v.daum.net/v/20240818144629994
▶ 부동산/PF/리츠/금융(예대) 서울 아파트 거래 늘자 실거래가지수도 16개월 만에 최대 상승
https://v.daum.net/v/20240818060128366
2천만→4천만원…서울 민간아파트 평균 분양가 6년만에 2배 껑충
https://v.daum.net/v/20240818060138370
[부동산폴]① 전문가 10명중 8명 “아파트값 내년에도 오른다”
https://v.daum.net/v/20240818060123361
‘역세권 개발사업’ 아파트 인기 폭발…신흥 주거지 넘어 부촌까지 형성? https://v.daum.net/v/20240818053418177
당첨되면10억번다…대치동서 로또청약 또 나온다 [부동산360]
https://v.daum.net/v/20240817164844002
10년 기다린 아파트인데…"그냥 포기할래요" 고민 빠진 이유
https://v.daum.net/v/20240817142502889
그린벨트 풀어 집값 잡는다? 과거 정부 돌아보니…
https://v.daum.net/v/20240817150002121
7월 서울·수도권 주택 매매가 상승...전국 상승폭 확대
http://www.newspim.com/news/view/20240816000360

 

 

-----------------------[ 돈 될 섹터 ] ------------------------------
★ Tech1 : AI반도체/HBM/온디바이스AI/데이터센터/AI서비스/유리기판/팹리스 등
 'AI반도체 유니콘 눈앞’ 리벨리온·사피온 합병 막바지 https://v.daum.net/v/20240818181136234
메모리 시장 판 흔드는 HBM…반도체 초호황기 앞당긴다 삼성·SK D램 캐파 상당 부문 HBM 할당…수급 빡빡해진 범용 D램 가격↑ SK 자율주행차로 HBM 판로 확대…엔비디아 직원 삼성 방문, 공급 사활
https://www.news1.kr/industry/electronics/5512813
구글, 이미지 생성 AI 이마젠3 출시…유명인사 가짜 이미지 생성 안해
https://naver.me/FdCEGLGO
★ [G] 전력 인프라+신재생 : 데이터센터/변압기/송배전/ESS/ 에너지원(원전,태양광,풍력,수소) K-변압기 3사, 물들어올 때 노 젓는다…공장 줄줄이 추가증설
https://naver.me/5xj0gdym
송전용량 제한에 전력망 절반만 사용…"평상시엔 시간대별 탄력 운용을"
http://www.sedaily.com/NewsView/2DD2DDROVB?OutLink=telegram
 "용인 클러스터 송전망에 4조···지중화 줄이고 민간 참여 늘려야"
https://v.daum.net/v/20240818173727725
★ 신성장산업(일자리, 효율) : 로봇/자율주행/AMR/양자기술/보안/뉴럴링크...
★[G] 大우주항공/방산/국방비 - 항공우주/위성/스타링크/UAM/드론 KF-21 인니 분담금 6000억원, 결국 '국민 혈세 충당'
http://www.newspim.com/news/view/20240816000750
▶[DSP] 폴더블/애플비전프로/XR/VR/메타버스/OLED/가전/통신/결제/보안 에프엔에스테크, "3분기부터 대형 OLED 오픈마스크 세정 매출 발생"
http://www.thelec.kr/news/articleView.html?idxno=29673
▶모빌리티(車) - 리튬/정책 :IRA/FEOC/2차전지/리튬/광물/초전도체/SOFC/폐배터리/보조금 테슬라, 유럽서 신차 판매량 20% 가까이 '뚝'
https://naver.me/xZV9957G
[속보창] `인천화재 닮은 꼴?`...포르투갈서 테슬라 전기차 200여대 차량 태워 https://n.news.naver.com/mnews/article/029/0002895809
[단독] 미국 특허… LG엔솔 3767개, 불난 파라시스는 22개
http://news.kmib.co.kr/article/https://www.kmib.co.kr/article/view.asp?arcid=0020431970&code=61141411 &sid1=eco
[단독] 현대차, 캐스퍼 배터리 전수검사···'전기차 포비아' 신뢰로 넘는다 https://v.daum.net/v/20240818173720723
포드 갈팡질팡에…에코프로·SK온 캐나다 합작공장 건설 중단
https://www.hankyung.com/article/2024081893231
中 BYD, 인구 5위 파키스탄에 첫 공장…"2026년 가동 시작" https://v.daum.net/v/20240818105701504
현대차·LS, 인도 공략 속도…텔랑가나주 총리와 사업 논의
https://www.hankyung.com/article/2024081893261
▶글로벌 제약, 바이오 / 의료기기 등 (수출입데이터, 학회 일정 체크, 비만, AI항암) K-제약바이오, ADC CDMO 진출 속도…삼바로직스 선두
https://naver.me/5Kb8eIff
에스바이오메딕스, 주가 급락…대주주 바이넥스, 보유지분 대량 매도
 - 정작, 에스바이오메딕스는 자본잠식 50%이상 공시
https://www.thebigdata.co.kr/view.php?ud=202408130831519749cd1e7f0bdf_23
코로나 재유행에 '감기약 사재기' 조짐…"공장 풀가동중" https://n.news.naver.com/article/003/0012733199?lfrom=cafe
바이오의약품 수요 증가에 제약바이오 CDMO 참전 확대
#삼성바이오로직스 #셀트리온 #에스티팜 #바이넥스 
https://www.etnews.com/20240814000310
펩트론(Peptron)은 16일 이사회을 열고 1200억원 규모의 주주배정 유상증자를 결정했다고 공시했네요. 충 북 오송첨복단지내 신공장에 650억원을 투입하고, 운영자금으로 550억원을 조달하기 위한 주주배정후 실권 주 일반공모 방식의 유상증자입니다.
펩트론은 약효지속성 의약품 생산규모를 현재보다 10배로 늘리기 위한 신공장 건립에 650억원을 투입할 계 획입니다.
http://m.biospectator.com/view/news_view.php?varAtcId=22833
WHO 공중보건 비상사태 선언 하루만에…스웨덴서도 엠폭스 변종 사례 발견
https://www.hani.co.kr/arti/international/international_general/1153975.html
▶ 소비트렌드2024(초양극화시대/Ditto 소비) : K-뷰티/K-음식료/K-소비재 K뷰티 밀려드는 주문에 생산능력 확충…화장품 ODM 빅4 '공장 증설중' 상반기 中企 화장품 수출 30% '쑥'
인디브랜드 등 수요 증가에 적극대응  (이번 화장품 상승 싸이클의 key)
코스맥스, 日 이어 태국에 신공장 건설 한국콜마 "생산 연 14억→20억개 확대"
코스메카·씨앤씨인터도 증설 적극 추진 자동화 투자로 생산 효율성 높이기도
http://www.sedaily.com/NewsView/2DD2D2IM4B?OutLink=telegram
'초콜릿 복근' 커플의 반전…"둘이 합쳐 119세" 외신이 먼저 주목한 한국 부부
https://www.sedaily.com/NewsView/2DD1XSPKK4#cb
인터파크커머스 회생 신청… "피해 최소화, 매각 고려도"
https://n.news.naver.com/mnews/article/082/0001284434?rc=N&ntype=RANKING&sid=001
"방구석에서 쇼핑"…롯데온, 日직구 프로모션
http://www.sedaily.com/NewsView/2DD2DWUNUL?OutLink=telegram
오리온 최대실적…성장 거세다
허인철 오리온그룹 부회장은 “글로벌 경기침체 속에서도 차별화된 제품력과 가격경쟁력, 현지에 특화된 영 업력을 기반으로 성장세를 이어가는 한편 해외 사업을 통해 창출되는 탄탄한 현금흐름을 기반으로 식품사 업 확대 등 미래 성장동력 확보에도 주력할 것”이라고 밝혔다. https://m.naeil.com/news/read/520222?ref=naver
韓화장품이 성인용품? 넷플릭스, K-뷰티 조롱했나…'에밀리 파리에 가다4' 논란
https://naver.me/GctB3gwA
▶ 게임( 출시/CBT/신작 일정)
[구텐탁! 게임스컴] ① 1400개 전시사 쾰른 운집… 글로벌 기대작 다모였네
https://n.news.naver.com/mnews/article/138/0002180206
역대 최대 규모 'BIC 2024' … 부산, 인디게임 성지 '우뚝'
https://n.news.naver.com/mnews/article/082/0001284427?rc=N&ntype=RANKING&sid=001
▶ 플랫폼/미디어/웹툰/엔터 (★데뷔, 신작공개) 구글·MS, 국내 웹검색 점유율 40% 돌파
-빙, 두 달째 다음 제쳐 -네이버는 54%로 하락
https://www.mk.co.kr/news/it/11090103
생태교란 넷플릭스, 배우 출연료 뒤늦게 제동 "3억 이상 안돼"
최근 넷플릭스는 한 주연 배우 출연료에 제동을 걸었다. 회당 5억원을 요구하자, '3억원 이상 줄 수 없다'며 선을 그었다. 제작사에서 '협의하라'며 떠넘겼고, 주연 배우는 해외 지분 등을 주든 '어떻게든 5억원을 맞춰 달라'고 요구한 것으로 알려졌다. 넷플릭스 오리지널 시리즈는 아니다.
아직까지 일반화할 수 없지만, 이전과는 분위기가 사뭇 달라졌다. 당초 넷플릭스는 출연료 제한을 두지 않았 는데, 생태교란 주범으로 꼽히자 '본격적으로 제동에 나선 것 아니냐'는 관측이 나오고 있다.
주연들의 요구도 점점 다양해지고 있다. 소위 해외에서 잘 팔리는 배우들은 편성 등에 결정적인 역할을 하는 만큼, 출연료 외에도 공동제작, 매출, 지분 등을 요구하는 상황이다.
https://naver.me/Fy2KK3dr
[단독] ‘SM엔터 시세조종’ 카카오 김범수 공소장 입수…임원들 “시세조종 발각되지 않게 사라”
https://naver.me/FTXOtMP0
▶ 비트코인/STO(증권토큰)/WEB3//CBDC] ★ 제도화/법규 美 대선 '해리스 돌풍'…비트코인 힘 못 쓰네
https://www.hankyung.com/article/2024081892981
국민연금, 가상화폐 간접 투자 확대 美 비트코인 최다 보유 기업 주식 매입…460억 규모
https://economist.co.kr/article/view/ecn202408170010
아캄 “블랙록 암호화폐 ETF, 그레이스케일 제치고 최대 규모 기록”
▶ 에너지/귀금속/원자재/곡물
금값 사상 최고 찍었다…중동위기·연준 금리인하 관측 여파
https://naver.me/GfCoUc6V
정부, 유류세 인하 연장 '만지작'
https://www.hankyung.com/article/2024081893451
서울 28일째 역대 최장 열대야… 습도까지 더해 매일 ‘괴로운 밤’
https://v.daum.net/v/20240818182002382
배추 한포기 6천원 넘었다…폭염에 추석 앞두고 채소값 ‘들썩’ https://www.hankyung.com/article/202408167183i
▶건설(건자재)/기계/운임 : 항공/육운/해운 (가격인상) 러 강진으로 시벨루치 화산 폭발…화산재 8㎞ 치솟아
#항공 
http://www.sedaily.com/NewsView/2DD2D7JEDM?OutLink=telegram
현대건설, 원전 모든 분야 국제표준 인증…국내건설사 최초
https://www.fetv.co.kr/news/article.html?no=172656
▶정유/화학(타이어)/조선/철강/상사 '조선업계 이익률王' HD현대마린솔루션
https://www.hankyung.com/article/2024081893281
"2027년 28조 먹거리"… SAF 상용화 속도 내는 정유업계 [SAF 로드맵 나온다]
https://v.daum.net/v/20240818184539962
출처 : NH투자증권 PB삼성동_김성민PB
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