中 희토류 통제 가능성 지속 부각 등에 상승
"최근 미군은 중국산 희토류 제품에대한 의존도를 드러냈다"며, "중국이 국가 안보를 위해 전략적 물자 수출 제한을 선택할 수 있다"고 보도한 바 있음.
유니온머티리얼, 유니온, 동국알앤에스 등 희귀금속(희토류 등) 테마가 상승.
숨겨진 희토류관련주
쎄노텍
"최근 미군은 중국산 희토류 제품에대한 의존도를 드러냈다"며, "중국이 국가 안보를 위해 전략적 물자 수출 제한을 선택할 수 있다"고 보도한 바 있음.
유니온머티리얼, 유니온, 동국알앤에스 등 희귀금속(희토류 등) 테마가 상승.
숨겨진 희토류관련주
쎄노텍
2022.10.17 11:47:51
기업명: ISC(시가총액: 6,055억)
보고서명: 영업(잠정)실적(공정공시)
매출: 476억(예상치: 549억)
영업익: 151억(예상치: 201억)
순익: -(예상치: 148억)
최근 실적 추이
2022.3Q 476억 / 151억 / -
2022.2Q 547억 / 226억 / 210억
2022.1Q 417억 / 159억 / 138억
2021.4Q 349억 / 84억 / 59억
2021.3Q 388억 / 92억 / 68억
공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20221017900137
회사정보: https://finance.naver.com/item/main.nhn?code=095340
기업명: ISC(시가총액: 6,055억)
보고서명: 영업(잠정)실적(공정공시)
매출: 476억(예상치: 549억)
영업익: 151억(예상치: 201억)
순익: -(예상치: 148억)
최근 실적 추이
2022.3Q 476억 / 151억 / -
2022.2Q 547억 / 226억 / 210억
2022.1Q 417억 / 159억 / 138억
2021.4Q 349억 / 84억 / 59억
2021.3Q 388억 / 92억 / 68억
공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20221017900137
회사정보: https://finance.naver.com/item/main.nhn?code=095340
Naver
ISC - Npay 증권 : Npay 증권
관심종목의 실시간 주가를 가장 빠르게 확인하는 곳
Forwarded from 한화 Tech
Apple, YMTC칩 사용 계획 보류
- link: https://www.reuters.com/technology/apple-freezes-plan-use-chinas-ymtc-chips-nikkei-2022-10-17/
- link: https://www.reuters.com/technology/apple-freezes-plan-use-chinas-ymtc-chips-nikkei-2022-10-17/
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Banks keep issuing debentures. Debenture issue all time high.
-Based on Sep, Issuance amt change from 201 to 2022: 9.5T-> 14.4T -> 16.43T-> 13.48T-> 25.88T.
-14D issue amt in Oct: 9.72T.
-Daily Avg issue amt in Sep and Oct: 1.294T and 1.215T.
WHY?
Funding stress from Corps. Corps suffering from borrowing via corp bonds mkt that hv been so bad. ( Abcp and CP very bad). Corps keep knocking on banks door for borrowing, thereby getting banks to continue issuing debentures.
Abcp that stands for asset backed commercial paper is not good. Those papers issued by constructors get worse w/o demand. Project financing also very bad after one of Gangwong province backed ABCP went default. 1m abcp offering more than 8% still tough to find demand. It goes higher than 9%.
All those keeps making money mkt and short-term bonds mkt so tough.
Banks keep issuing debentures. Debenture issue all time high.
-Based on Sep, Issuance amt change from 201 to 2022: 9.5T-> 14.4T -> 16.43T-> 13.48T-> 25.88T.
-14D issue amt in Oct: 9.72T.
-Daily Avg issue amt in Sep and Oct: 1.294T and 1.215T.
WHY?
Funding stress from Corps. Corps suffering from borrowing via corp bonds mkt that hv been so bad. ( Abcp and CP very bad). Corps keep knocking on banks door for borrowing, thereby getting banks to continue issuing debentures.
Abcp that stands for asset backed commercial paper is not good. Those papers issued by constructors get worse w/o demand. Project financing also very bad after one of Gangwong province backed ABCP went default. 1m abcp offering more than 8% still tough to find demand. It goes higher than 9%.
All those keeps making money mkt and short-term bonds mkt so tough.