The 545 MVA transformers were manufactured by Koncar Power Transformers company located in Zagreb.

https://www.offshorewind.biz/2024/07/05/transformers-for-1-1-gw-inch-cape-offshore-wind-farm-arrive-in-uk/

발칸반도에도 전력기기 붐이 있었군요

유고 연방 시절 중공업 역량이 크로아티아와 슬로베니아 쪽에 몰려있었는데 전력기기도 크로아티아에 있었던 모양이네요

서유럽의 신재생 투자 확대 -> 동유럽에서 전력기기 사 감
한국에서 투자할 방법은 없는 국가지만 흥미로운 점입니다

VC DEALS
Hebbia, which uses AI to sort through documents, raised $130 million in a round led by Andreessen Horowitz. The company is now valued at about $700 million, which was previously reported by TechCrunch.

Myricx Bio, a UK-based biotech company, raised a £90 million Series A led by Novo Holdings and Abingworth.

Planqc, a Munich-based startup developing quantum computers, raised a €50 million Series A led by family office Catron Holding and Germany's DTCF.

Flux Marine, a startup building electric boat motors, raised $50 million, Axios reported.

Sola Security, a new cybersecurity startup founded by Cider Security founder Guy Fletcher, raised a $28 million seed round led by S Capital, Calcalist reported.

Polystyvert, a Montreal-based plastics recycling company, raised a $16 million Series B.

PE DEALS
Vantive, a spinoff of Baxter International focused on kidney-related medical devices, may be acquired by The Carlyle Group in a transaction worth upward of $4 billion, Reuters reported.

Grifols, a Spain-based pharmaceutical company, will be delisted following a takeover bid by Brookfield and the Grifols family, Reuters reported.

Audit firm Grant Thornton UK is considering selling a stake to PE investors.

Nestlé's baby food brands and franchises in France have been acquired by FnB Private Equity.

Capri-Sun, a company known for its juice pouch beverages, is exploring a minority stake sale which could attract PE buyers, Bloomberg reported.

Archwest Capital, a real estate financing services provider, received a growth investment from Bain Capital.

EXITS & IPOS
Moj eRačun, a Croatian company developing software for administrative and document management processes, was acquired by Visma, marking the Norwegian company's first extension into Croatia.

SciAps, an electronic scientific instruments maker, will be acquired by Spectris for up to $260 million.

FUNDRAISING
Norwest Capital Advisors, a Minneapolis-based investment firm, has raised $1.4 billion across two funds, Norwest Equity Partners XI and Norwest Mezzanine Partners V.

MetLife's asset management firm, MetLife Investment Management, has closed its Private Equity Partners Fund II on $1.2 billion.

Orion Infrastructure Capital, a New York-based investment firm, has closed its inaugural Infrastructure Growth Fund on $370 million.

Nuveen, a Chicago-based asset manager focused on climate investments, raised $200 million for its second climate inclusion PE strategy.

JF Lehman & Company has closed a continuation vehicle for Puris, which develops wastewater and stormwater infrastructure.

CORPORATE M&A
Morphic, a Massachusetts-based biopharmaceutical company developing drugs for bowel disease, will be acquired by Eli Lilly and Company for $3.2 billion.

0붙기 사기 당함

(참여기관) 한전, 효성, 전기연구원 등 20개 산학연기관

https://www.motie.go.kr/kor/article/ATCL3f49a5a8c/169294/view?mno=&pageIndex=1&rowPageC=0&displayAuthor=&searchCategory=0&schClear=on&startDtD=&endDtD=&searchCondition=1&searchKeyword=

(지난뉴스)
옥시덴탈의 ccus 자회사 원포인트파이브는
마이크로소프트와 탄소크레딧계약체결

https://www.reuters.com/sustainability/occidentals-1pointfive-sell-carbon-credits-microsoft-2024-07-09/

GLP-1 약물이 암 예방과 관련이 있다는 논문이 발표됐습니다. GLP-1 작용제(agonist)를 처방받은 제2형 당뇨병 환자가 인슐린을 처방받은 환자에 비해 10종류의 비만관련 암의 발생위험이 낮게 나타났습니다.

현재까지 13종류의 암이 과체중 또는 비만에 의해 발병위험이 높아지는 것으로 알려져 있으며, 매년 미국에서 진단되는 암의 40%를 차지합니다.

http://www.biospectator.com/view/news_view.php?varAtcId=22449

똥좀 지리는것만 감내하면 비만치료제는 만병통치약이 맞는거 같습니다

중국은 자국 수준+자국 내에서 수술하는 수요들이 많이 높아진거 같습니다

https://www.bbc.com/news/world-asia-china-57691525

🇨🇳🇪🇺JUST IN #CHINA'S MOFCOM STARTS INVESTIGATING #EU'S TRADE BARRIERS AMID PROBES ON CHINESE RAILWAY LOCOMOTIVE, PHOTOVOLTAIC, AND WIND POWER EQUIPMENT.
THE INVESTIGATION WILL LAST FROM JULY 10 TO JANUARY 10, 2025, AND MAY BE EXTENDED TO APRIL 10 UNDER SPECIAL CONDITIONS. ...

라바짜 회장:
- 2025년 중순까지는 커피 가격 오를 듯(공급과 공급망 모두 문제, 달러 강세도 영향)
- 미국에서 에스프레소 유행시키기는 어려워서 아메리카노 팜. 최근 보이는 유행은 아이스 커피.
- 중국은 흥미로운 시장(이탈리아 커피 문화 통하는 듯). Yum China 포함 현지 파트너들이랑 잘 해 볼 것.
- 현금 충분하고 잘 성장하고 있어서 당분간 상장할 생각은 없음.

유럽의회 의장님(중도우파 성향) 재선하려고 극우 대신 녹색당 찔러보고 계신다는군요

https://www.euractiv.com/section/politics/news/von-der-leyen-seeks-safe-majority-to-the-left-amid-collapsed-trust

VC DEALS
SciRhom, a Paris-based biopharmaceutical company focusing on treating autoimmune diseases, raised a €63 million Series A led by an investor group including Andera Partners, Kurma Partners and Hadean Ventures.

Captions, an AI video startup, raised a $60 million Series C led by Index Ventures. The company is now valued at $500 million.

ZwitterCo, a company developing industrial water treatment technology, raised a $58.4 million Series B led by Evok Innovations.

Volley, a startup using AI to develop games played on voice-controlled devices, raised a $55 million Series C led by M12 Ventures and Lightspeed, The Information reported.

Athletic Brewing Company, a company creating non-alcoholic beer, raised $50 million in equity financing in a round led by General Atlantic.

Canoe Intelligence, a New York-based fintech company focused on alternative investments, raised a $36 million Series C led by Goldman Sachs Alternatives.

Command Zero, a startup developing investigative cybersecurity technology with the help of large language models, raised a $21 million seed round led by Andreessen Horowitz.

PE DEALS
Pictet Alternative Advisors has acquired Technology Services Group, a UK-based Microsoft IT solutions provider that helps businesses transition to cloud-based IT infrastructure.

Exponent has backed Irish private healthcare provider Kingsbridge, marking its first investment in Northern Ireland.

French soccer team Girondins De Bordeaux could be acquired by Fenway Sports Group, the same company that owns both Liverpool FC and the Boston Red Sox.

Tikehau Capital has bought Rome-based CEBAT, a provider of utility networks maintenance, from Oaktree.

Nasuni, a cloud storage specialist, has been acquired by Vista Equity Partners in a deal valuing the company at $1.2 billion.

CyrusOne, a company that owns data center facilities, has closed two credit facilities totaling $9.7 billion of additional debt for future development.

MRO Holdings, a Panama-based company servicing commercial aircraft, has received an investment from Bain Capital.

A unit of Collins Aerospace, a company owned by NYSE-listed RTX, may be sold to PE firm Arcline in a deal that could value the unit at around $500 million, Bloomberg reported.

PE-backed HarmonyCares, which provides home healthcare to older adults and people with disabilities, raised $200 million in a round led by General Catalyst and McKesson Ventures.

Kingsmen Software, a financial sector advisory and engineering firm with expertise in generative AI, has been acquired by PE-backed Sparq.

PORTFOLIO COMPANIES
VC-backed DigniFi, a startup developing financing solutions for vehicle repair services, raised a $150 million credit facility from Encina Lender Finance as well as $25 million in debt financing from Brigade Capital Management.

Valyant AI, which is developing conversational AI, has been acquired by ConverseNow, a startup using voice AI to develop ordering assistants.

Curated, a company developing a collaborative online shopping platform, has been acquired by visual ecommerce startup Flip for $330 million in stock.

EXITS & IPOS
India-based pharmaceutical company Anthem Biosciences could move forward with an IPO that would value the company at more than $3 billion, Bloomberg reported.

FUNDRAISING
HongShan, a China-based VC firm formerly affiliated with Sequoia, has raised $2.5 billion for a new fund targeted at tech startups in China, the Financial Times reported.

AE Industrial Partners, a Florida-based PE firm, has raised $1.28 billion for its third fund. AEI invests in industrial services, national security and aerospace.

North Sky Capital, a Minnesota-based PE firm, has raised $250 million for Clean Growth VI fund to target companies in the climate-tech and energy transition spaces.

시총 100억 달러 도달

아무 주도주도 없을 장을 대비해 든든히 우상향하는 인프라 주식 알아두면 좋을거라는 생각을 해봅니다

e.g.) Ferrovial

레버리지 4개 상폐

은행 3X/-3X, 기름집 3X/-3X
인기가 없던 것도 아닌데 돌연 상폐하는 이유가 궁금해지네요