๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
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(๋ฐฉ์žฅํ•œํ…Œ) ๋ฌป์ง€๋„ ๋”ฐ์ง€์ง€๋„ ์•Š๋Š” ๋ฐฉ

์€๋•๋ฒ ํ’€๊ธฐ :
https://litt.ly/mootda

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

ํด๋ฆฐ๋ฃธ :
https://t.me/+rnPa_2M7WrhjMzdl
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์ ๋‹นํžˆ๋ฅผ ๋ชจ๋ฅด๋Š”๊ฑฐ์•ผ? ใ…‹ใ…‹ ๋‚˜์•ผ์ข‹์ง€
โค2๐Ÿ–•1
Forwarded from AWAKE ํ”Œ๋Ÿฌ์Šค
๐Ÿ“Œ ํ•œ์–‘์ฆ๊ถŒ(์‹œ๊ฐ€์ด์•ก: 1,992์–ต)
๐Ÿ“ ์กฐํšŒ๊ณต์‹œ์š”๊ตฌ(ํ’๋ฌธ๋˜๋Š”๋ณด๋„)์—๋Œ€ํ•œ๋‹ต๋ณ€(๋ฏธํ™•์ •)
2024.07.23 18:12:20 (ํ˜„์žฌ๊ฐ€ : 15,650์›, -0.76%)

์ œ๋ชฉ : ํ•œ์–‘์ฆ๊ถŒ(์ฃผ), ์ตœ๋Œ€์ฃผ์ฃผ ๋“ฑ ์ง€๋ถ„ ๋งค๊ฐ ์ถ”์ง„ ๋ณด๋„์— ๋Œ€ํ•œ ์กฐํšŒ๊ณต์‹œ ๋‹ต๋ณ€

* ๋‚ด์šฉ
1. ๋ณธ ๊ณต์‹œ๋Š” 2024๋…„ 07์›” 12์ผ ํ•œ๊ตญ๊ฑฐ๋ž˜์†Œ์˜ '์กฐํšŒ๊ณต์‹œ์š”๊ตฌ(ํ’๋ฌธ ๋˜๋Š” ๋ณด๋„)(์ตœ๋Œ€์ฃผ์ฃผ ๋“ฑ ์ง€๋ถ„ ๋งค๊ฐ ์ถ”์ง„ ๋ณด๋„)์— ๋Œ€ํ•œ ๋‹ต๋ณ€๊ณผ ๊ด€๋ จํ•˜์—ฌ์ถ”๊ฐ€๋กœ ํ™•์ธ๋œ ์‚ฌํ•ญ์— ๋Œ€ํ•œ ์žฌ๊ณต์‹œ์ž…๋‹ˆ๋‹ค.

2. ๋‹น์‚ฌ์˜ ์ตœ๋Œ€์ฃผ์ฃผ์ธ ํ•™๊ต๋ฒ•์ธ ํ•œ์–‘ํ•™์›์— ํ™•์ธํ•œ ๊ฒฐ๊ณผ, ํ•œ์–‘ํ•™์›์˜ ์ง€๋ถ„ ๋งค๊ฐ์ด ๊ต์œก๋ถ€์—์„œ ์Šน์ธ๋˜์—ˆ์œผ๋ฉฐ, ๊ตฌ์ฒด์ ์ธ ๋งค๊ฐ์ ˆ์ฐจ๋ฅผ ์ง„ํ–‰ํ•  ์˜ˆ์ •์ž„์ด ํ™•์ธ๋˜์—ˆ์Šต๋‹ˆ๋‹ค.

3. ๋ณธ ๊ฑด๊ณผ ๊ด€๋ จํ•˜์—ฌ 1๊ฐœ์›” ์ด๋‚ด ๋˜๋Š” ๊ตฌ์ฒด์  ์‚ฌํ•ญ์ด ๊ฒฐ์ •๋˜๋Š” ์‹œ์ ์— ์žฌ๊ณต์‹œํ•˜๊ฒ ์Šต๋‹ˆ๋‹ค.

(๊ณต์‹œ์ฑ…์ž„์ž) ๊ฒฝ์˜๊ธฐํš๋ณธ๋ถ€์žฅ ๋‚˜ ์ง„ ํ˜ธ
โ€ป์ด ๋‚ด์šฉ์€ ๊ฑฐ๋ž˜์†Œ์˜ ์กฐํšŒ์š”๊ตฌ(2024๋…„ 07์›” 12์ผ 17:17)์— ๋”ฐ๋ฅธ ๊ณต์‹œ์‚ฌํ•ญ์ž„


โ€ป ๊ด€๋ จ๊ณต์‹œ์ผ

- 2024-07-19 ์กฐํšŒ๊ณต์‹œ ์š”๊ตฌ(ํ’๋ฌธ ๋˜๋Š” ๋ณด๋„)์— ๋Œ€ํ•œ ๋‹ต๋ณ€(๋ฏธํ™•์ •)
- 2024-07-15 ์กฐํšŒ๊ณต์‹œ ์š”๊ตฌ(ํ’๋ฌธ ๋˜๋Š” ๋ณด๋„)์— ๋Œ€ํ•œ ๋‹ต๋ณ€(๋ฏธํ™•์ •)
- 2024-07-12 ์กฐํšŒ๊ณต์‹œ ์š”๊ตฌ(ํ’๋ฌธ ๋˜๋Š” ๋ณด๋„)

์žฌ๊ณต์‹œ์˜ˆ์ • : 2024-08-22


๊ณต์‹œ๋งํฌ: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20240723800588
ํšŒ์‚ฌ์ •๋ณด: https://finance.naver.com/item/main.nhn?code=001750
๐Ÿ‘3โค1๐Ÿ’ฏ1๐Ÿ–•1
โ”” ์ง„์งœ ํŒ”๋ฆฌ๋‚˜๋ด ใ…Žใ…Žใ…Ž
๐Ÿ–•1
์ด๋”๋ฆฌ์›€ ํ˜„๋ฌผ ETF ๊ฑฐ๋ž˜์‹œ์ž‘
๐Ÿ‘1๐Ÿ–•1
Forwarded from Pluto Research
GM : 2๋ถ„๊ธฐ ์‹ค์  ์‹œ์žฅ ์˜ˆ์ƒ์น˜ ์ƒํšŒ
+ 2024 ๊ฐ€์ด๋˜์Šค 2๋ฒˆ์งธ ์ƒํ–ฅ ์กฐ์ •

GM increased its adjusted pre-tax profit projection for the year to $13 billion to $15 billion, from its previous range of $12.5 billion to $14.5 billion

The company reported adjusted earnings per share of $3.06 that beat Wall Street's average estimate of $2.75

https://www.reuters.com/business/autos-transportation/gm-beats-second-quarter-expectations-raises-forecast-again-2024-07-23/
๐Ÿ‘1๐Ÿ–•1
[GM 2Q24 : ์„œํ”„๋ผ์ด์ฆˆ]
(Feat. EV ํˆฌ์ž๋Š” ์ง€์†)

โ€ข์ฃผ๊ฐ€ : ์žฅ์ „ +5.0%

โ€ขEPS : $3.06 vs $2.72e

โ€ขRevenue : $47.79B vs $45.51Be

โ€ขVehicle Sales : 1.04M units

โ€ข2024๋…„ ์—ฐ๊ฐ„ ๊ฐ€์ด๋˜์Šค
+EPS ์ƒํ–ฅ
: $9.0~$10.0 -> $9.5~$10.5
(์ปจ์„ผ์„œ์Šค $9.53)

+Revenue ํ•˜ํ–ฅ
: $10.1B~$11.5B -> 10B~$11.4B

โ€ขCEO
+EV์ดˆ๊ธฐ์„ฑ๊ณผ์— ๊ณ ๋ฌด, ์Šค์ผ€์ผ๊ตฌ์ถ•์— ์ง‘์ค‘
+๋ถ„๊ธฐ ์ „๊ธฐ์ฐจ ์ธ๋„ 22,000๋Œ€ (YoY+40%)
+EV/๋ฐฐํ„ฐ๋ฆฌ Capex ์ง€์†ํˆฌ์ž
+์ž์œจ์ฃผํ–‰ ์žํšŒ์‚ฌ ํฌ๋ฃจ์ฆˆ์˜ ๋กœ๋ณดํƒ์‹œ ์˜ค๋ฆฌ์ง„ drop(CA ์‚ฌ์—…๊ถŒ๋ฐ˜๋‚ฉ) ํ›„ ์ฐจ์„ธ๊ฐœ ๋ณผํŠธ ๊ฐœ๋ฐœ์— ์ง‘์ค‘
+์ž์‚ฌ์ฃผ๋งค์ž… $6B ์Šน์ธ
(ํ˜„์žฌ ์‹œ์ด $56B)

SMARTํ•œ ์ฃผ์‹ํˆฌ์ž
๐Ÿ‘3โค1๐Ÿ–•1
GM

์ „๊ธฐ์ฐจ๋ฅผ ์ ๊ฒŒ ํŒŒ๋‹ˆ ์ˆ˜์ต์„ฑ์ด ์ข‹์•„์ง ๐Ÿ’ƒ๐Ÿ’ƒ๐Ÿ’ƒ
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12๐Ÿ‘4๐Ÿ–•1
ํ€ธ๋น„์ฝ”์ธ ๊ด€๋ จ์ž ๊ตฌ์†, ํ—ฅ์Šฌ๋ž€ํŠธ ๋…ธ์ง„์šฐ ํฌํ•จ

์ €๋ฒˆ ๊ธด๊ธ‰์ฒดํฌ ๋•Œ๋Š” ๊ตฌ์†์•ˆ๋˜๊ณ  ๋‚˜์˜จ ๊ฒƒ ๊ฐ™์€๋ฐ
์ •๋ง ์–ด๋ ต๊ฒŒ ์–ด๋ ต๊ฒŒ ๋“ค์–ด๊ฐ€๋„ค์š”.

์กด๋ฒ„ํ‚ด๋ถ€ํ„ฐ ๋…ธ์ง„์šฐ๊นŒ์ง€
ํ•˜๋‚˜ ๋‘˜์”ฉ ์žกํ˜€๊ฐ€๋Š” ๊ฒƒ ๊ฐ™์Šต๋‹ˆ๋‹ค.
๐Ÿ‘1๐Ÿ–•1
โ”” ์•ˆ๋…•ํ•˜์„ธ์š”. ์ €๋„ ํ€ธ๋น„ ํ”ผํ•ด์ž(?)์ž…๋‹ˆ๋‹ค. ์•„๋‹ˆ์ง€ ๊ทธ๋ƒฅ ์ƒ€๋‹ค๊ฐ€ ๊ฐœ์ณ๋ฌผ๋ ค์„œ ์†์ ˆ์นœ ํ˜ธ๊ตฌ์˜€์Šต๋‹ˆ๋‹ค. ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹
๐Ÿคฃ3๐Ÿคช3โค1๐Ÿ–•1๐Ÿ˜ญ1
GM : ์•„๊นŒ +5% ์•„๋‹ˆ์—ˆ์–ด? ใ…‹ใ…‹ใ…‹ใ…‹ ์‹œ์ž‘ํ•˜๋‹ˆ๊น ๋‹ค์ด๋น™ํ•˜์ž–์—ฌ
๐Ÿ˜7๐ŸŽ‰4๐Ÿ‘2๐Ÿ–•1
์ •์‹ ๋ณ‘์ž ์ƒˆ๋ผ ใ…‹ใ…‹ใ…‹
๐Ÿ’ฉ50๐Ÿ–•10๐Ÿ‘5๐Ÿคฎ4โค2๐Ÿ’ฏ2
#GM
- ์ด ์„นํ„ฐ๋Š” ๋ฌด์Šจ ์ €์ฃผ๋ฅผ ๋ฐ›์•˜๊ธธ๋ž˜
- ์‹ค๋ฐœํ•˜๊ณ  -6% ๋‚ด๋ฆฌ๊ฝ‚๋Š” ์ค‘
- ์ œ๋ชฉ๋„ ๋„ˆ๋ฌด ์„ฑ์˜ ์—†๋„ค "Peak?"
๐Ÿคฎ5๐Ÿ˜3๐Ÿ–•1
โ”” ์ด๋†ˆ์˜ ํ”ผํฌ์•„์›ƒ ใ…‹ใ…‹ใ…‹ใ…‹ ๋˜ฅ์ฐจ ํ”ผํฌ์•„์›ƒ์€ ๊ธ€๋กœ๋ฒŒ๋ฃฐ์ธ๋“ฏ ใ…‹ใ…‹ใ…‹
๐Ÿ˜5โค1๐Ÿคฎ1๐Ÿ–•1
์„ค๋งˆํ–ˆ๋˜
๐Ÿ’ฉ3โค1๐Ÿ–•1
>> ๋“œ๋””์–ด

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โ€ข ์ผ๋ก ๋จธ์Šคํฌ: ์œ ๋Ÿฝ & ์ค‘๊ตญ ๋‹น๊ตญ์— FSD ์‹ ์ฒญ. ์˜ฌํ•ด ์—ฐ๋ง๊นŒ์ง€ ํ—ˆ๊ฐ€ ์ทจ๋“ ์˜ˆ์ƒ

็‰นๆ–ฏๆ‹‰CEOๅŸƒ้š†.้ฉฌๆ–ฏๅ…‹ๅœจ่ดขๆŠฅ็”ต่ฏไผšไธŠ่กจ็คบ๏ผŒๅฐ†ๅœจๆฌงๆดฒๅ’Œไธญๅ›ฝ็”ณ่ฏท็›‘็ฎกๆ‰นๅ‡†ไปฅๅฎžๆ–ฝ็›‘็ฃไธ‹็š„FSD๏ผŒ้ข„่ฎกๅœจไปŠๅนดๅนดๅบ•ๅ‰่Žทๅพ—ๆ‰นๅ‡†ใ€‚(็ฌฌไธ€่ดข็ป)
๐Ÿ–•1