๐Ÿ’ ์ฒด๋ฆฌ์ฅฌ๋นŒ๋ ˆ์˜ ๋ฐ˜๋ ค๊ธฐ์—… ๋ฐœ๊ตด ์ฑ„๋„
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์ˆจ์€ ์„ฑ์žฅ๊ธฐ์—…(์ธ์ƒ๊ธฐ์—…) ๋ฐœ๊ตด ๊ณต๋ถ€๋ฐฉ

๋Œ€ํ™”๋ฐฉ https://t.me/cherrykevin
๋ธ”๋กœ๊ทธ https://m.blog.naver.com/jpilot97

< ๊ธฐ์—… ๊ณต๋ถ€๋ฒ• ๊ณต์œ  ์žฅ์†Œ >
์ผ€์–ด์   https://t.me/caregenstudy
๋ฐ”์ด์˜ค์—ํ”„๋””์—”์”จ https://t.me/bioFDnC
์‚ผ์–‘์ปดํ… https://t.me/samyangct
๋ฐ”์ด์˜คํ”Œ๋Ÿฌ์Šค https://t.me/BioPlusCo
์†”๋ฃจ์— , HK์ด๋…ธ์—”, ์‹ค๋ฆฌ์ฝ˜ํˆฌ, ๋ ˆ๋ทฐ์ฝ”ํผ๋ ˆ์ด์…˜
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๋‹ค์Œ ์ค‘ ํ…๋ฒ ๊ฑฐ ๋„๋‹ฌ ํ™•๋ฅ ์ด ๊ฐ€์žฅ ๋†’๋‹ค๊ณ  ์ƒ๊ฐํ•˜๋Š” ๊ธฐ์—… ๊ทœ๋ชจ๋Š”? (๊ตญ๊ฐ€, ์‚ฐ์—…, ๊ธฐ์—…ํŠน์„ฑ, ์•ฝ์ •, ์งˆ์  ๋ถ„์„ ๋‹ค ๋ฐฐ์ œํ•˜๊ณ ์š”~)
Anonymous Poll
43%
500์–ต ์งœ๋ฆฌ๊ฐ€ 5000์–ต
41%
1000์–ต ์งœ๋ฆฌ๊ฐ€ 1์กฐ
8%
5000์–ต ์งœ๋ฆฌ๊ฐ€ 5์กฐ
4%
1์กฐ ์งœ๋ฆฌ๊ฐ€ 10์กฐ
1%
10์กฐ ์งœ๋ฆฌ๊ฐ€ 100์กฐ
1%
100์กฐ ์งœ๋ฆฌ๊ฐ€ 1000์กฐ
3%
1000์กฐ ์งœ๋ฆฌ๊ฐ€ 1๊ฒฝ
์ €๋Š” 500์–ต ์งœ๋ฆฌ๋ฅผ ํ•˜๋ ค๋‹ค๊ฐ€ 1,000์–ต ์งœ๋ฆฌ๋ฅผ ์„ ํƒํ–ˆ๋Š”๋ฐ์š”..

์ด์œ ๋Š” 500์–ต ๊ทœ๋ชจ๋Š” ์™ ๋งŒํ•œ BM์ด ์•„๋‹ˆ๋ฉด ํ™•๋ฅ ์ ์œผ๋กœ ์„ฑ๊ณต ๊ฐ€๋Šฅ์„ฑ์ด ํฌ๋ฐ•ํ•  ๊ฒƒ์ด๋ผ๋Š” ์ƒ๊ฐ๋•Œ๋ฌธ์—ˆ์Šต๋‹ˆ๋‹ค..

๋ฌผ๋ก  1,000์–ต ์งœ๋ฆฌ๋„ 500์–ต์ด์—ˆ์„ ๋•Œ๊ฐ€ ์žˆ์—ˆ๋‹ค๋Š” ์‚ฌ์‹ค์€ ์ง„๋ฆฌ๊ฒ ์ง€๋งŒ, ์–ด๋А์ •๋„ ๊ธฐ๋ฐ˜์ด ์žกํ˜€์•ผ ์„ฑ์žฅ์ด ๊ฐ€์†ํ™”๋  ์ˆ˜ ์žˆ๋‹ค๋Š” ์ƒ๊ฐ์ž…๋‹ˆ๋‹ค..^^
๐Ÿฅฐ5๐Ÿ‘3
Forwarded from ๋บ€์ง€๋คผ์˜ SKLab.(์Šคํฌ๋žฉ) (๋บ€์ง€๋คผ .)
์‚ฌ๋žŒ๋ถ๋น„๋Š” ์ ์‹œ๋ฏน์Šค
ํ……ํ…… ๋น„์–ด์žˆ๋Š” ์บ‰๊ณจ

ํ˜„ ์‹œ๊ฐ ๊น€ํ•ด ์‹ ์„ธ๊ณ„๋ฐฑํ™”์ 
Forwarded from ๋ผ์˜จ๋ฏธ๋ฅด ์ฃผ์‹๊ณต๋ถ€
๋Œ“๊ธ€์— ์ •๋‹ต์ด..
1. ์นด์นด์˜ค ์„ ๋ฌผํ•˜๊ธฐ
2. ์ „๊ตญ ์–ด๋””๋‚˜ ์žˆ๋Š” ์ผ์ •ํ•œ ์„œ๋น„์Šค
(์š”์ฆ˜์€ ๊ฐ€๊ฒฉ๋„ ์ƒ๋Œ€์  ์ €๋ ด)
#์Šคํƒ€๋ฒ…์Šค
https://m.blog.naver.com/jpilot97/221579176732

3๋…„ ์ „์— ์˜ฌ๋ฆฐ ๊ธ€์ธ๋ฐ.. ์—ญ์‹œ ํˆฌ์ž ์•„์ด๋””์–ด๊ฐ€ ํ˜„์‹คํ™”๋˜๋Š”๋ฐ๋Š” ์‹œ๊ฐ„์ด ํ•„์š”ํ•œ ๋ฒ•์ž…๋‹ˆ๋‹ค..!!

ํ™•์‹คํ•œ ํˆฌ์ž ์•„์ด๋””์–ด๋ผ๋Š” ํŒ๋‹จ์ด ๋“ ๋‹ค๋ฉด ๊ธฐ์—… ๋ฌผ์ƒ‰ ํ›„ ๋น„์ค‘ ์‹ค์–ด๋†“๊ณ  ๊ธฐ๋‹ค๋ ค์•ผ์ค˜~~!!!
๐Ÿ‘16๐Ÿ˜1
Forwarded from ์„ ์ง„์งฑ ์ฃผ์‹๊ณต๋ถ€๋ฐฉ
๋„ค์˜คํŒœ๏ผป092730๏ผฝMLE๊ธฐ์ˆ _๊ธฐ๋ฐ˜์˜_๋ฏผ๊ฐ์„ฑ_์Šคํ‚จ์ผ€์–ด_์ „๋ฌธ๊ธฐ์—…_20220722_Korea+Investor+Rela.pdf
2.8 MB
์ „์ž ๋ฉ”์ผ ๋ณด๋‚ด๊ธฐ ๋„ค์˜คํŒœ๏ผป092730๏ผฝMLE๊ธฐ์ˆ  ๊ธฐ๋ฐ˜์˜ ๋ฏผ๊ฐ์„ฑ ์Šคํ‚จ์ผ€์–ด ์ „๋ฌธ๊ธฐ์—…_20220722_Korea+Investor+Relations+Service+(Research+Center)_799553.pdf
Forwarded from ์„ ์ง„์งฑ ์ฃผ์‹๊ณต๋ถ€๋ฐฉ
์ธํฌ๋กœ์Šค๏ผป216050๏ผฝ์‹ ๊ทœ_์‚ฌ์—…์˜_์‹ค์ _๊ธฐ์—ฌ๊ฐ€_์ ˆ์‹คํ•˜๋‹ค_20220720_Kiwoom_799066.pdf
784.3 KB
์ „์ž ๋ฉ”์ผ ๋ณด๋‚ด๊ธฐ ์ธํฌ๋กœ์Šค๏ผป216050๏ผฝ์‹ ๊ทœ ์‚ฌ์—…์˜ ์‹ค์  ๊ธฐ์—ฌ๊ฐ€ ์ ˆ์‹คํ•˜๋‹ค_20220720_Kiwoom_799066.pdf
Forwarded from ์„ ์ง„์งฑ ์ฃผ์‹๊ณต๋ถ€๋ฐฉ
์•„์ด๋งˆ์ผ“์ฝ”๋ฆฌ์•„๏ผป122900๏ผฝ๊ณ ๋ฐฐ๋‹น,_ํƒ„ํƒ„ํ•œ_๋ณธ์—…,_์‹ ์‚ฌ์—…_๊ธฐ๋Œ€๊ฐ_20220719_Korea+Investor+Rel.pdf
2.4 MB
์ „์ž ๋ฉ”์ผ ๋ณด๋‚ด๊ธฐ ์•„์ด๋งˆ์ผ“์ฝ”๋ฆฌ์•„๏ผป122900๏ผฝ๊ณ ๋ฐฐ๋‹น, ํƒ„ํƒ„ํ•œ ๋ณธ์—…, ์‹ ์‚ฌ์—… ๊ธฐ๋Œ€๊ฐ_20220719_Korea+Investor+Relations+Service+(Research+Center)_798809.pdf
https://n.news.naver.com/article/008/0004774655?cds=news_edit

์ง€๋‚œ 5๋…„๊ฐ„ ๋ฏธ๊ตญ์—์„œ ํ—ˆ๊ฐ€ ๋ฐ›์€ ์ผ๋ณธ๊ณผ ํ•œ๊ตญ์˜ ์‹ ์•ฝ ๊ฐœ์ˆ˜๋‹ค. ํ•œ๊ตญ๋ณด๋‹ค ์•ฝ 4.5๋ฐฐ ํฐ ์ผ๋ณธ ์ œ์•ฝ์‚ฐ์—… ๊ทœ๋ชจ๋ฅผ ๊ฐ์•ˆํ•˜๋”๋ผ๋„ ๊ธ€๋กœ๋ฒŒ ์‹ ์•ฝ ๊ฒฉ์ „์ง€ ๋ฏธ๊ตญ์˜ ๋ฌธํ„ฑ์„ ๋„˜์€ ํ•œ๊ตญ๊ณผ ์ผ๋ณธ์˜ ์‹ ์•ฝ ๊ฒฉ์ฐจ๊ฐ€ ์ž‘์ง€ ์•Š๋‹ค. ๊ฒŒ๋‹ค๊ฐ€ ์ผ๋ณธ์˜ 6๋ฐฐ๋ฅผ ๋„˜์–ด์„œ๋Š” ํ•œ๊ตญ ์ œ์•ฝยท๋ฐ”์ด์˜ค์‚ฐ์—…์˜ ์„ฑ์žฅ ์†๋„์™€ ์ฝ”๋กœ๋‚˜19 ํŒฌ๋ฐ๋ฏน ๊ธฐ๊ฐ„ ๋ฐฑ์‹ ๊ณผ ์ง„๋‹จํ‚คํŠธ ๊ฐœ๋ฐœ์—์„œ ํ•œ๊ตญ์ด ๋ณด์—ฌ์ค€ ๋šœ๋ ทํ•œ ์„ฑ๊ณผ๊นŒ์ง€ ๊ฐ์•ˆํ•˜๋ฉด ๋ฏธ๊ตญ์—์„œ 'K-์‹ ์•ฝ ๋””์Šค์นด์šดํŠธ'๊ฐ€ ๋ฐœ์ƒํ•œ ๊ฒƒ ์•„๋‹ˆ๋ƒ๋Š” ๋ถ„์„์ด ๋‚˜์˜จ๋‹ค.

์ „๋ฌธ๊ฐ€๋“ค์€ ๋ฏธ๊ตญ์—์„œ K-์‹ ์•ฝ ํ—ˆ๊ฐ€ ์—ฌ๋ก ์„ ์กฐ์„ฑํ•  ๋งŒํ•œ ํ˜„์ง€ ์ •๊ด€๊ณ„ ์ธ์  ๋„คํŠธ์›Œํ‚น์ด ์šฐ๋ฆฌ ์ œ์•ฝยท๋ฐ”์ด์˜ค ์‚ฐ์—… ์œ„์ƒ์— ๋น„ํ•ด ๋ถ€์กฑํ•˜๋‹ค๊ณ  ์กฐ์–ธํ•œ๋‹ค. ํ•ต์‹ฌ ๊ทœ์ œ๋‹น๊ตญ์ธ ๋ฏธ๊ตญ ์‹ํ’ˆ์˜์•ฝ๊ตญ(FDA)์ด ์‹ ์•ฝ ํ—ˆ๊ฐ€๋ฅผ ๋‚ด ์ฃผ๊ธฐ ๊นŒ์ง€ ๋”ฐ๋ฅด๋Š” ๊ทธ๋“ค ์กฐ์ง ๊ณ ์œ ์˜ '๋ฌธ๋ฒ•'์— ๋Œ€ํ•œ ์ดํ•ด๋„ ์—ญ์‹œ ๋‚ฎ๋‹ค๋Š” ์ง€์ ์ด๋‹ค. ์ข…ํ•ฉํ•˜๋ฉด, ์„ธ๊ณ„ ์ตœ๋Œ€ ์‹œ์žฅ ๋ฏธ๊ตญ์„ ์‹ ์•ฝ์œผ๋กœ ๋šซ๋Š”๊ฒŒ ์ด๋ฏธ ์„ฑ์ˆ™ ๋‹จ๊ณ„์— ์ง„์ž…ํ•œ ํ•œ๊ตญ ์ œ์•ฝยท๋ฐ”์ด์˜ค ์‚ฐ์—…์˜ ํ•ต์‹ฌ ๊ณผ์ œ์ž„์—๋„ ํ˜„์ง€ ์ œ์•ฝ์‚ฐ์—…์— ๊ด€์—ฌํ•˜๋Š” ์˜คํ”ผ๋‹ˆ์–ธ๋ฆฌ๋”๋“ค๊ณผ ๊ทœ์ œ๊ธฐ๊ด€์— ๋Œ€ํ•œ ์ดํ•ด ๋ถ€์กฑ์œผ๋กœ ์šฐ๋ฆฌ ์‹ ์•ฝ ๊ฐ€์น˜๋ฅผ ์ œ๋Œ€๋กœ ์ธ์ •๋ฐ›์ง€ ๋ชปํ•˜๊ณ  ์žˆ๋‹ค๋Š” ์…ˆ์ด๋‹ค.

24์ผ ๋จธ๋‹ˆํˆฌ๋ฐ์ด๊ฐ€ ๋ฏธ๊ตญ ๋น„์˜๋ฆฌ๋‹จ์ฒด '์ฑ…์ž„์ •์น˜์„ผํ„ฐ(CRP)'์˜ ๋กœ๋น„ ์ž๊ธˆ ์ถ”์ ์‚ฌ์ดํŠธ '์˜คํ”ˆ์‹œํฌ๋ฆฟ'์— ๊ณต๊ฐœ๋œ ์ž๋ฃŒ๋ฅผ ๋ถ„์„ํ•œ ๊ฒฐ๊ณผ, ์ง€๋‚œ 5๋…„(2017~2021๋…„) ๋ฏธ๊ตญ์—์„œ ์‹ ์•ฝ ํ—ˆ๊ฐ€๋ฅผ ๋ฐ›์€ ์ผ๋ณธ 10๊ฐœ ์ œ์•ฝ์‚ฌ๋“ค์ด ์ด ๊ธฐ๊ฐ„ ํ˜„์ง€ ๋กœ๋น„ ํšŒ์‚ฌ์— ํˆฌ์ž…ํ•œ ์ž๊ธˆ์€ ์•ฝ 4275๋งŒ๋‹ฌ๋Ÿฌ(์•ฝ 560์–ต์›)์ธ ๊ฒƒ์œผ๋กœ ํŒŒ์•…๋๋‹ค.
๐Ÿ‘5
๋ฐ›)

์•ˆ๋…•ํ•˜์„ธ์š”. ์ฃผ๋ง์— ํ•ด์™ธ ๊ฑฐ๋ž˜์†Œ FTX์˜ ๋น—์ธ ์ธ์ˆ˜ ๊ด€๋ จํ•ด์„œ ๋‰ด์Šค๊ฐ€ ๋‚˜์™”๋Š”๋ฐ์š”.

๊ฒฐ๋ก ๋ถ€ํ„ฐ ๋งํ•˜๋ฉด ํ˜„์žฌ๋กœ๋Š” ๋ฌด์‚ฐ๋œ ์ผ์ž…๋‹ˆ๋‹ค.
์˜ฌํ•ด์ดˆ๋ถ€ํ„ฐ FTX๋ž‘ ์–˜๊ธฐ ์ง„ํ–‰ํ•˜๋‹ค๊ฐ€ ์ค‘๋‹จ๋œ๊ฑด๋ฐ ๊ธฐ์‚ฌ๊ฐ€ ๋’ท๋ถ์œผ๋กœ ๋‚˜์™”๋„ค์š”.

๊ณผ๊ฑฐ์—๋„ ๋„ค์ด๋ฒ„, ๋„ฅ์Šจ, ์œ„๋ฉ”์ด๋“œ, JPM ๋“ฑ ๋น—์ธ ์ธ์ˆ˜์„ค์€ ๋งŽ์•˜๋Š”๋ฐ์š”. (๋งค๊ฐ๋Œ€์ƒ ์ฃผ์‹์€ ๋น—์ธ์ฝ”๋ฆฌ์•„๊ฐ€ ์•„๋‹ˆ๋ผ ๋น—์ธํ™€๋”ฉ์Šค)
ํšŒ์‚ฌ๋„ ๋งค๊ฐ ์˜์ง€๋Š” ์žˆ๋Š”๋ฐ ๊ฐ€๊ฒฉ์„ ์Ž„๊ฒŒ ๋ถ€๋ฅด๋‹ค๋ณด๋‹ˆ ๊ณ„์† ๋ฌด์‚ฐ๋˜์—ˆ์Šต๋‹ˆ๋‹ค.

์ฐธ๊ณ ๋กœ ๊ฑฐ๋ž˜์†Œ๋“ค ๋ฐธ๋ฅ˜๋Š”
๋น—์ธ์€ ์ƒ๋ฐ˜๊ธฐ์— 4์กฐ์›๋”œ ๊ฑฐ์ ˆํ–ˆ๊ณ ,
๋‘๋‚˜๋ฌด๋Š” ์žฅ์™ธ 7.6์กฐ์›,
2์›” ๋งˆ์ง€๋งŒ ์ฒด๊ฒฐ๊ธฐ์ค€์œผ๋กœ ์ฝ”๋น— 3,500์–ต์›,
์ฝ”์ธ์› 3,000์–ต์› ์ •๋„์ž…๋‹ˆ๋‹ค.

* NH ์ฆ๊ถŒ์• ๋„ ์ฝ”๋ฉ˜ํŠธ์ž…๋‹ˆ๋‹ค
Forwarded from ๋บ€์ง€๋คผ์˜ SKLab.(์Šคํฌ๋žฉ) (๋บ€์ง€๋คผ .)
์ฆ๊ถŒ์‚ฌ๋ณ„ ๋ฆฌ์„œ์น˜์„ผํ„ฐ ๋ชจ๋ฐ”์ผ ์ฃผ์†Œ.
๋กœ๊ทธ์ธ ์—†์ด ์ฆ‰์‹œ ์ด์šฉ๊ฐ€๋Šฅ. PC๋ฒ„์ „์€ ๋‹ค์ˆ˜ ์ฆ๊ถŒ์‚ฌ ๋กœ๊ทธ์ธ ํ•„์š”.
์ €๋Š” ์›จ์ผ๋ธŒ๋ผ์šฐ์ €๋Š” ๋ฉ”์ธ์œผ๋กœ ์ด๋ ‡๊ฒŒ ์ง€์ •ํ•ด์„œ ๋ฆฌํฌํŠธ ์ „์šฉ ๋ธŒ๋ผ์šฐ์ €๋กœ ์‚ฌ์šฉ์ค‘์ž…๋‹ˆ๋‹ค.

https://open.shinhaninvest.com/phone/investment/3112.jsp#none
์‹ ํ•œ๊ธˆํˆฌ

https://www.samsungpop.com/sscommon/jsp/search_m/research.jsp
์‚ผ์„ฑ์ฆ๊ถŒ

https://securities.miraeasset.com/bbs/board/message/list.do?categoryId=1521
๋ฏธ๋ž˜์—์…‹

https://m.daolsecurities.com/kr/NW/NW4T1.jsp#
๋‹ค์˜ฌ

https://www.myasset.com/myasset/research/rs_list/rs_list.cmd?cd006=&cd007=&cd008=&m_menuId=ind#?1641138762341
์œ ์•ˆํƒ€

https://m.hi-ib.com:442/mobile/research/rs01.jsp?bid=R_E08&isSmartHi=null
ํ•˜์ดํˆฌ์ž

https://m.eugenefn.com/ii31r.do
์œ ์ง„ํˆฌ์ž

http://m.ibks.com/outsite/mobile/industryList.jsp?mtsyn=N#depth02
IBKํˆฌ์ž

https://m.hmsec.com/mobile/research/research01_list.do?Menu_category=2
ํ˜„๋Œ€์ฐจ์ฆ๊ถŒ

https://m.ebestsec.co.kr/invest/research/
์ด๋ฒ ์ŠคํŠธ

https://m.hanaw.com:444/main/research/research/list.cmd?pid=0&cid=0
ํ•˜๋‚˜์ฆ๊ถŒ
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