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지극히 사적인 견해와 시장정보를 참여자들과 공유하는데 선의의 목적이 있습니다. 시세를 인위적으로 호도할 뜻이 없음을 명확히 하며 투자판단과 책임은 전적으로 투자자 본인에게 있습니다. 재배포 및 임의 사용시 법적책임이 따를 수 있음을 공지 합니다.

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Time for SK to make a decision over power rate for 2Q.
- It's expected that SK announces power & gas rates for 2Q within this week. ( Power rate exp based on 4 family members : hike of upper-W50,000 - W60,000 )

Gap bw purchase unit cost and sales unit cost of Kepco last yr : W30 ( unit cost to purchae 1kwh last yr: W155.5 - its sales unit cost for 1kwh last yr: W120.51)

Kepco operation losses last yr : abt W32.6T.

Kepco has to raise W51.6 for 1kWh in avg this yr for management normalization. Given power rate hiked by W13.1 in Q1, Kepco has to raise W38.5( Avg hike of W12.8 in 2Q, 3Q and 4Q has to be made). Give this situation, it's expected that SK govt may hike power rate for 2Q by abt W10. This wld make a monthly power bill for 4 family members W60,780 from current W50,730.

Kogas receiveable last yr : W8.6T: Kogas is also expected to hike gas rate. Given gas rate was frozen in Q1, it's highly expected that hike of gas may be very possible.
NDF, 1,340.00/ 1,341.00원…0.80원↑
*한은, 4일 통안채 28일물 2조원 비정례모집…유동성 흡수