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(๋ฐฉ์žฅํ•œํ…Œ) ๋ฌป์ง€๋„ ๋”ฐ์ง€์ง€๋„ ์•Š๋Š” ๋ฐฉ

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[ํ‚ค์›€์ฆ๊ถŒ/๊น€์ง„๊ตฌ] ์นด์นด์˜ค๊ฒŒ์ž„์ฆˆ ๊ธฐ์—…๋ฆฌํฌํŠธ, Marketperform(Downgrade), ๋ชฉํ‘œ์ฃผ๊ฐ€ 5๋งŒ์›
โ—† ๋™์‚ฌ ๋ชฉํ‘œ์ฃผ๊ฐ€ 5๋งŒ์›์„ ์œ ์ง€ํ•˜๋‚˜, ์ฃผ๊ฐ€ ์ƒ์Šน์—ฌ๋ ฅ ์ถ•์†Œ๋ฅผ ๊ฐ์•ˆํ•ด ํˆฌ์ž์˜๊ฒฌ์„ ๊ธฐ์กด Outperform์—์„œ Marketperform์œผ๋กœ ์กฐ์ •, ๋ผ์ด์˜จํ•˜ํŠธ์ŠคํŠœ๋””์˜ค IPO ์ผ์ • ์ƒ์˜ ๋ณ€์ˆ˜๋Š” ์กด์žฌํ•˜๋‚˜ ์˜ฌํ•ด ํŠน์ • ์‹œ์ ์—์„œ ๊ทธ ๊ฐ€๋Šฅ์„ฑ์ด ์žฌ์ฐจ ๋ถ€๊ฐ๋  ๊ฒƒ์œผ๋กœ ํŒ๋‹จํ•˜๋ฉฐ, IPO ์‹œ์ ์— ๋งž์ถฐ์„œ ์˜ค๋”˜ ์ผ๋ณธ ๋“ฑ ๊ธ€๋กœ๋ฒŒ ์ถœ์‹œ ํ”Œ๋กœ์šฐ๊ฐ€ ์ง‘์ค‘๋  ๊ฒƒ์œผ๋กœ ํŒ๋‹จ
โ—† ์—๋ฒ„์†Œ์šธ์€ ์ถœ์‹œ ์ดˆ๋ฐ˜ ๊ฒฝ์Ÿ ๊ฒŒ์ž„๋ณ„ ์ฃผ ์š”์†Œ๋“ค์„ ๋ณตํ•ฉ์ ์œผ๋กœ ๊ฒฐํ•ฉํ•œ ๊ฒŒ์ž„์„ฑ ๋“ฑ์œผ๋กœ ์œ ์ € ํŠธ๋ž˜ํ”ฝ ๊ธฐ๋ฐ˜ ๋งค์ถœ์„ ๋™์ธํ•˜๊ณ  ์žˆ์ง€๋งŒ ์ฐจ๋ณ„ํ™”๋œ ๊ฒŒ์ž„์„ฑ์ด ํฌ์„๋  ์ˆ˜ ์žˆ๋Š” ์•ฝ์ ์ด ์กด์žฌํ•˜๊ธฐ์— ๋งค์ถœ ์ˆ˜์ค€์€ ํ•˜ํ–ฅ์„ธ๋ฅผ ์ „๋งํ•˜๋ฉฐ ๋™ ๊ฒŒ์ž„์˜ ์ดˆ๊ธฐ ๋ถ„๊ธฐ์ธ 1Q23E ์ผํ‰๊ท  ๋งค์ถœ์€ 5์–ต์›, 23E ์—ฐ๊ฐ„ ์ผํ‰๊ท  ๋งค์ถœ์•ก์€ 4์–ต์›์„ ์ถ”์ •์น˜์— ๋ฐ˜์˜
โ—† ๋ณด๊ณ ์„œ: https://www.kiwoom.com/h/invest/research/VAnalCRDetailView?sqno=9847
โ”” ์นด๊ฒœ ํˆฌ์ž์˜๊ฒฌ ํ•˜ํ–ฅ
๐Ÿ‘2๐Ÿ”ฅ1๐Ÿ–•1
์ด ๊ธฐ์‚ฌ์— ๋Œ€ํ•œ ํ•ด์„. ์˜ค์Šคํ…œ ์‚ฌ๊ฑด ์ดํ›„ ์ž๊พธ ์ƒ‰์•ˆ๊ฒฝ์„ ๋ผ๊ฒŒ ๋ณด๊ฒŒ ๋จ. ์—ฌ๊ธฐ์„œ ๋‚˜์˜จ ๊ธฐ์‚ฌ๋กœ ํ•˜๋ฝํ•˜๋ฉด ๋งค์ˆ˜๊ธฐํšŒ๋กœ ๋ด์•ผํ•˜๋‚˜.

https://www.theguru.co.kr/news/article.html?no=48269
โ”” ๋”๊ตฌ๋ผ ์ด ๊ฐœ์ƒˆ๋ผ๋“ค ๊ณ ์†Œ๋ฏธ ๋จน์–ด๋ด์•ผ ์ •์‹ ์ฐจ๋ฆด๋“ฏ
๐Ÿ‘4๐Ÿ’ฉ4๐Ÿค”1
์ •ํƒœ์˜(62์„ธ/ํ˜„๋Œ€์นด๋“œ/์ธํ”Œ๋ฃจ์–ธ์„œ) ์ธ์Šคํƒ€๊ทธ๋žจ. ์• ํ”ŒํŽ˜์ด ๋‚ ์งœ ํ™•์ •์ด๊ฑฐ๋‚˜ "์—Ž์–ด์กŒ๋‹ค"๊ฑฐ๋‚˜ ๋ผ๋Š” ํ•ด์„์ด...
๐Ÿ˜7๐Ÿ’ฉ4๐Ÿ‘1๐Ÿคฏ1๐Ÿ˜ข1๐Ÿ–•1
๐Ÿ“ฎ[๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ์ค‘๊ตญ ์ตœ์„คํ™”]

์ค‘๊ตญ 4Q22 GDP ๋ฐ 12์›” ๊ฒฝ์ œ์ง€ํ‘œ

'22๋…„ ์—ฐ๊ฐ„ ์„ฑ์žฅ๋ฅ ์ด 3.0%์ž…๋‹ˆ๋‹ค. ์ฝ”๋กœ๋‚˜๊ฐ€ ํ„ฐ์ง„ ์ฒซ ํ•ด(โ€˜20๋…„) ์„ฑ์žฅ๋ฅ  2.2%๋ณด๋‹ค ์†Œํญ ๋†’์Šต๋‹ˆ๋‹ค.๋Œ์•„๋ณด๋ฉด '22๋…„์€ ์ค‘๊ตญ์—๊ฒŒ ๋‚˜ํ™€๋กœ ์ฝ”๋กœ๋‚˜ ํ•ด์˜€๋˜ ๊ฒƒ ๊ฐ™์Šต๋‹ˆ๋‹ค. '23๋…„ ์ •์ƒํ™”๋Š” ํŠธ๋žจํด๋ฆฐ๊ณผ ๊ฐ™๊ธฐ๋ฅผ ๊ธฐ๋Œ€ํ•ฉ๋‹ˆ๋‹ค.
==============
(% YoY)
-4Q22 GDP: 2.9% (์˜ˆ์ƒ 1.6%, 3Q 3.9%)
-22๋…„ GDP: 3.0% (์˜ˆ์ƒ 2.7%, โ€˜21๋…„ 8.4%)
-์‚ฐ์—…์ƒ์‚ฐ: 1.3% (์˜ˆ์ƒ 0.1%, 11์›” 2.2%)
-์†Œ๋งคํŒ๋งค: -1.8% (์˜ˆ์ƒ -9.0%, 11์›” -5.9%)
-22๋…„ ์—ฐ๊ฐ„ ๊ณ ์ •์ž์‚ฐํˆฌ์ž: 5.1% (์˜ˆ์ƒ 5.0%, ์ง์ „ 5.3%)
-22๋…„ ์—ฐ๊ฐ„ ๋ถ€๋™์‚ฐํˆฌ์ž: -10.0% (์˜ˆ์ƒ -10.5%, ์ง์ „ -9.8%)
-์‹ค์—…๋ฅ : 5.5% (์˜ˆ์ƒ 5.8%, 11์›” 5.7%)

์ถœ์ฒ˜: ๊ตญ๊ฐ€ํ†ต๊ณ„๊ตญ, ๋ธ”๋ฃธ๋ฒ„๊ทธ ์ปจ์„ผ์„œ์Šค

*๋ณธ ๋‚ด์šฉ์€ ๋‹น์‚ฌ์˜ ์ฝ”๋ฉ˜ํŠธ ์—†์ด ๊ตญ๋‚ด์™ธ ์–ธ๋ก ์‚ฌ ๋‰ด์Šค ๋ฐ ์ „์‚ฌ๊ณต์‹œ์ž๋ฃŒ ๋“ฑ์„ ์ธ์šฉํ•œ ๊ฒƒ์œผ๋กœ ๋ณ„๋„์˜ ์Šน์ธ์—†์ด ์ œ๊ณตํ•ฉ๋‹ˆ๋‹ค.
๐Ÿ‘1
>์ค‘๊ตญ ํƒœ์–‘๊ด‘ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ์€ '๋‹ดํ•ฉ'

โ€ข17์ผ ํ˜„์ง€ ์—…๊ณ„ ์ง€์ธ ์˜๊ฒฌ

-์ตœ๊ทผ ๊ธ‰๋“ฑ์€ ์ƒ์œ„ 5๋Œ€ ์—…์ฒด ๋‹ดํ•ฉ ๊ฒฐ๊ณผ
-์ƒํ™ฉ์ด ํŠน์ˆ˜ํ•ด ์œ ์ง€ ์—ฌ๋ถ€๋Š” ์ง€์ผœ๋ด์•ผํ•จ
-์œ ์ง€์‹œ ๋ฐธ๋ฅ˜์ฒด์ธ ๋งˆ์ง„ ๋ถ„์‚ฐ์˜ ์ด์ƒ์  ์ผ€์ด์Šค
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๐Ÿ‘1
์„ฑ๋‚จFC๊ฑด์œผ๋กœ ๋ถ€๋ฅผ ๋•Œ๋Š” ์–ผ๋งˆ๋‚˜ ์†Œํ™˜๊บผ๋ฆฌ๊ฐ€ ์—†์œผ๋ฉด ์˜›๋‚  ๋ฌดํ˜์˜๋‚œ๊ฑธ๋กœ ๋ถ€๋ฅธ๋‹ค๊ณ  ํ•˜๋”๋‹ˆ ์ •์ž‘ ๋Œ€์žฅ๋™์œผ๋กœ ๋ถ€๋ฅด๋‹ˆ ์•„๊ฐ€๋ฆฌ ๋ฌต๋… ใ…‹ใ…‹ใ…‹

https://m.news.nate.com/view/20230117n12121
๐Ÿ˜11๐Ÿ‘4๐Ÿ’ฉ3๐Ÿพ3๐Ÿ–•3โค1๐Ÿคฌ1๐ŸŽ‰1๐Ÿคก1๐Ÿ˜‡1๐Ÿคช1
[๋‹จ๋…]๋„ค์˜ค์œ„์ฆˆํ™€๋”ฉ์Šค, UAE์— ๋ธ”๋ก์ฒด์ธ ๋ฒ•์ธ ์„ค๋ฆฝ

์•„๋ถ€๋‹ค๋น„์— ๋ฒ•์ธ ์„ค๋ฆฝโ€ฆ"๋ธ”๋ก์ฒด์ธ ์‚ฌ์—… ํ™•์žฅ"
์˜ค์Šนํ—Œ ๋Œ€ํ‘œ ํ•œ-UAE ๊ฒฝ์ œ์‚ฌ์ ˆ๋‹จ ํ•ฉ๋ฅ˜ํ•ด ๋ธ”๋ก์ฒด์ธ ์‚ฌ์—…ํ˜‘๋ ฅ ํƒ€์ง„
๋„ค์˜คํ”Œ๋ผ์ด "ํ˜„์ง€ ๊ธฐ๊ด€๊ณผ ํ˜‘์˜ ์ค‘โ€ฆ๊ฐ€์‹œ์  ์„ฑ๊ณผ ๊ธฐ๋Œ€"

https://newsis.com/view/?id=NISX20230117_0002161726&cID=10406&pID=13100

#NPT
๋œฌ๊ธˆํฌ๋„ค ใ…‹ใ…‹ใ…‹
๐Ÿ‘1
๋„ค์˜ค์œ„์ฆˆํ™€๋”ฉ์Šค : ๋”ฐ๋ผ ์˜ค๋ฆ„
๐Ÿ–•3
์ด๋ชจํ‹ฐ์ฝ˜ ๊ท€์—ผ๋ฝ€์งํ•œ๊ฑธ๋กœ ๋˜ ๋‚ด๋†”๋ผ ใ…‹ใ…‹ใ…‹
๐Ÿ’ฉ3