묻따방 πŸ•
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(λ°©μž₯ν•œν…Œ) 묻지도 따지지도 μ•ŠλŠ” λ°©

은덕베풀기 :
https://litt.ly/mootda

Boost :
https://t.me/mootda?boost

클린룸 :
https://t.me/+rnPa_2M7WrhjMzdl
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πŸ›³ 삼성쀑곡업: λ“œλ””μ–΄ ν‘μžμ „ν™˜? 그것도 1λΆ„κΈ°λΆ€ν„°!

☞ https://bit.ly/SHI4Q22REVIEW

▢️ Issue: 4Q22 Review
β€’ ν˜‘λ ₯사 λ“± 인건비 μƒμŠΉμ˜ λΉ…λ°°μ“° 4Q22 리뷰
β€’ κ·ΈλŸ¬λ‚˜ 2023년에 1λΆ„κΈ°λΆ€ν„° ν‘μžμ „ν™˜ν•  κ²ƒμ΄λΌλŠ” κ°•λ ₯ν•œ 투자 λͺ¨λ©˜ν…€ κ°€μ΄λ˜μŠ€


▢️ Pitch: "μ‚Όμ„±μ€‘κ³΅μ—…μ—κ²Œ ν‘μžμ „ν™˜μ€ κ°•λ ₯ν•œ 투자 λͺ¨λ©˜ν…€μž…λ‹ˆλ‹€. κ°•λ ₯맀수 μΆ”μ²œν•©λ‹ˆλ‹€"
β€’ 4Q에도 ν˜‘λ ₯사 λ“± 인건비 μƒμŠΉμ— λ”°λ₯Έ λŒ€κ·œλͺ¨ 적자λ₯Ό 또 μ‹œν˜„. μΌνšŒμ„± 제거 OPM은 -5% μ•ˆνŒŽ
β€’ 2023년에 맀좜 8쑰원, μ˜μ—…μ΄μ΅ 0.2μ‘°μ›μ˜ κ°€μ΄λ˜μŠ€ μ œμ‹œν•˜λ©°,
β€’ 무렀 1QλΆ€ν„° ν‘μžμ „ν™˜ μ•ˆλ‚΄. λ―ΏλŠ”λ‹€λ©΄ κ°•λ ₯ 맀수
β€’ 수주λͺ©ν‘œλ„ FLNG μžμ‹ κ°μ„ λ°”νƒ•μœΌλ‘œ ν”Όμ–΄μ—μ„œ κ°€μž₯ 곡격적인 Flat

▢️ Rationale: 리포트 μ°Έκ³ 

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🎴 μ‘°μ„ /기계/λ°©μ‚° | μ΅œκ΄‘μ‹ | DAOL투자증ꢌ
πŸ“ˆ ν…”λ ˆκ·Έλž¨ 곡개 채널 https://t.me/HI_GS
βœ… μ»΄ν”ŒλΌμ΄μ–ΈμŠ€ μŠΉμΈμ„ λ“ν•œ λ³΄κ³ μ„œμž…λ‹ˆλ‹€.
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πŸ‘Ž2πŸ‘1
Downgrade to Underweight
πŸ‘2❀1
FLNGν•΄μ–‘ 수주 문의 증가
πŸ‘1πŸ‘Ž1
μ†‘ν˜œκ΅λž‘ κ²°ν˜Όν• λ•Œλ„ μ•ˆμ’‹μ•„ν•˜μ‹œλ“œλ§Œ... μ΄λ²ˆμ—λ„ λ§˜μ— μ•ˆλ“œλŠ”λ“―

http://www.sportsseoul.com/news/read/1195423
πŸ’©2πŸ‘1
κΈ°λŒ€μ΄ν•˜
πŸ₯°2❀1
Forwarded from Fomo CTRINE
μ–΅λ§Œμž₯자 레이 λ‹¬λ¦¬μ˜€: "돈의 경쟁이 μžˆμ„ 것이고 #Bitcoin λŠ” κ·Έ 경쟁의 μΌλΆ€μž…λ‹ˆλ‹€."

"λ‚˜λŠ” 그것을 λŒ€μ²΄ 금으둜 λ³Έλ‹€."
πŸ‘3πŸ–•2πŸ₯΄1
λΆ„ν•  맀수 μΆ”μ²œ β€”> μ–Έμ œ μ˜¬λΌκ°ˆμ§€λŠ” μ•„λͺ°λž‘
πŸ‘4πŸ‘2
2023.01.31 08:43:31
κΈ°μ—…λͺ…: μ‚Όμ„±μ „μž(μ‹œκ°€μ΄μ•‘: 377μ‘° 8,872μ–΅)
λ³΄κ³ μ„œλͺ…: μ—°κ²°μž¬λ¬΄μ œν‘œκΈ°μ€€μ˜μ—…(μž μ •)싀적(κ³΅μ •κ³΅μ‹œ)

맀좜: 704,646μ–΅(μ˜ˆμƒμΉ˜: 740,316μ–΅)
μ˜μ—…μ΅: 43,061μ–΅(μ˜ˆμƒμΉ˜: 69,974μ–΅)
순읡: 235,025μ–΅(μ˜ˆμƒμΉ˜: 57,766μ–΅)

** 졜근 싀적 좔이 **
2022.4Q 704,646μ–΅ / 43,061μ–΅ / 235,025μ–΅
2022.3Q 767,817μ–΅ / 108,520μ–΅ / 93,892μ–΅
2022.2Q 772,036μ–΅ / 140,970μ–΅ / 110,988μ–΅
2022.1Q 777,815μ–΅ / 141,214μ–΅ / 113,246μ–΅
2021.4Q 765,655μ–΅ / 138,667μ–΅ / 108,379μ–΅

κ³΅μ‹œλ§ν¬: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20230131800043
νšŒμ‚¬μ •λ³΄: https://finance.naver.com/item/main.nhn?code=005930
40μ‘° μˆ˜μ£Όκ°€ λ‚˜μ™€λ„ "κΉ€μƒˆλ‘ " λ“±μž₯
πŸ‘2πŸ‘1
λ‚˜μ„  /
λ‰΄μ§€λž©νŒŒλ§ˆ μ£Όμš” μ£Όμ£Όκ°€......,.,.,γ…‘!@#^%$&@!
😱6
μ‚Όμ„±μ „μžλŠ” AI와 λ‘œλ΄‡νšŒμ‚¬λ‘œ λ°”λ€ŒλŠ” μ€€λΉ„λ₯Ό ν•˜λŠ” λ“―

https://news.g-enews.com/ko-kr/news/article/news_all/2023013105315213676ed0c62d49_1/article.html?md=20230131055511_U
πŸ‘1
그래 λ‹ˆλ“€ μ§„μ§œ 였래 μ‰¬μ—ˆλ‹€
πŸ‘2
β”” NO감산, μ£Όκ°€ βˆ€
😁2