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.
The pound rose in Asia trading as investor confidence was bolstered by expectations that more of Prime Minister Liz Truss’s package of unfunded tax cuts may be reversed.
Sterling gained as much as 0.9% to $1.1273. The newly appointed Chancellor of the Exchequer, Jeremy Hunt, said in a BBC interview on Sunday that nothing is “off the table” when it came to potentially abandoning more of the premier’s planned measures. The Chancellor will make a statement later on Monday on measures from the medium-term fiscal plan, according to a statement.
Sterling gained as much as 0.9% to $1.1273. The newly appointed Chancellor of the Exchequer, Jeremy Hunt, said in a BBC interview on Sunday that nothing is “off the table” when it came to potentially abandoning more of the premier’s planned measures. The Chancellor will make a statement later on Monday on measures from the medium-term fiscal plan, according to a statement.
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Krw money mkt jolting w/ banks issuing debentures on concern abt sec.houses liquidity.
-Special banks debentures issued 40bps higher than EOD but still tough to sell em all.
-KB issued 3m debentures @ 4%.
-Liquidity issue from some of small and medium sized sec.houses. There are mkt talks that sec.houses hv large exposure are hving funding stress after property project financing related fund-inflow being stopped. This also pressures mkt.
Krw money mkt jolting w/ banks issuing debentures on concern abt sec.houses liquidity.
-Special banks debentures issued 40bps higher than EOD but still tough to sell em all.
-KB issued 3m debentures @ 4%.
-Liquidity issue from some of small and medium sized sec.houses. There are mkt talks that sec.houses hv large exposure are hving funding stress after property project financing related fund-inflow being stopped. This also pressures mkt.