받은글)
# 동화기업
1.미국 나가는것의 의미
1)그동안 미온적이던 회사가 미국 진출에 대해 확실히 방향을 잡음
2)고객사 확대 : SDI위주에서 LG와 SK로 신규고객사 확정(바인딩계약)
3)25년 동화일렉 기준으로 매출액 1조 넘을것, OPM 10%
(미국증설은 24년 1분기 시양산 될것)
4)추가적으로 대륙 진출 확장할것 :헝가리, SK중국 옌청(현대차), 터키
향후 배터리업체 증설과 동행하여 동화기업도 증설될것
:SK200기가 - SK2조, LGES -500기가 2조, SDI 추가
# 동화기업
1.미국 나가는것의 의미
1)그동안 미온적이던 회사가 미국 진출에 대해 확실히 방향을 잡음
2)고객사 확대 : SDI위주에서 LG와 SK로 신규고객사 확정(바인딩계약)
3)25년 동화일렉 기준으로 매출액 1조 넘을것, OPM 10%
(미국증설은 24년 1분기 시양산 될것)
4)추가적으로 대륙 진출 확장할것 :헝가리, SK중국 옌청(현대차), 터키
향후 배터리업체 증설과 동행하여 동화기업도 증설될것
:SK200기가 - SK2조, LGES -500기가 2조, SDI 추가
South Korea
Foreign funds bought a net $88 million in listed bonds on May 16, according to Financial Supervisory Service data
Sold a net $43.5 million in local equities on May 17, according to exchange data
India
Global funds sold a net $272.8 million in debt on May 13, according to Securities and Exchange Board of India data
Sold a net $454.4 million in Indian equities on May 13, according to exchange data
Indonesia
Global funds sold a net $135.8 million in Indonesian bonds on May 13, according to finance ministry data
Bought a net $11.6 million in country's equities on May 17, according to exchange data
Thailand
International funds bought a net $66.9 million in Thai bonds on May 17, according to Thai Bond Market Association data
Bought a net $92.8 million in nation's equities on May 17, according to exchange data
Malaysia
Bought a net $2.4 million in Malaysian equities on May 13, according to exchange data
Philippines
Sold a net $1.24 million in Philippine equities on May 17, according to exchange data
Taiwan
Bought a net $78.4 million in Taiwan equities on May 17, according to exchange data
Foreign funds bought a net $88 million in listed bonds on May 16, according to Financial Supervisory Service data
Sold a net $43.5 million in local equities on May 17, according to exchange data
India
Global funds sold a net $272.8 million in debt on May 13, according to Securities and Exchange Board of India data
Sold a net $454.4 million in Indian equities on May 13, according to exchange data
Indonesia
Global funds sold a net $135.8 million in Indonesian bonds on May 13, according to finance ministry data
Bought a net $11.6 million in country's equities on May 17, according to exchange data
Thailand
International funds bought a net $66.9 million in Thai bonds on May 17, according to Thai Bond Market Association data
Bought a net $92.8 million in nation's equities on May 17, according to exchange data
Malaysia
Bought a net $2.4 million in Malaysian equities on May 13, according to exchange data
Philippines
Sold a net $1.24 million in Philippine equities on May 17, according to exchange data
Taiwan
Bought a net $78.4 million in Taiwan equities on May 17, according to exchange data
REAL THREAT North Korea could launch a missile or nuclear test DURING Joe Biden’s Japan and South Korea trip, White House