๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
18.6K subscribers
34.8K photos
631 videos
94 files
33.3K links
(๋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
Download Telegram
Forwarded from ๋„๋„๋“œ J. ํŠธ๋Ÿผํ”„ ๋Œ€ํ†ต๋ น (๊ณต๋ถ€์˜์—ฌ์‹ )
๋ฒจ๊ธฐ์—์—์„œ TRUMP ๋‹น ์ถœ๋ฒ” โ€” ํ˜„์ง€ ์–ธ๋ก 

์ด ์•ฝ์–ด๋Š” Tous Rรฉunis pour lโ€™Union des Mouvements Populistes / All United for the Union of Populist Movements๋ฅผ ์˜๋ฏธํ•ฉ๋‹ˆ๋‹ค. ์ด ๋‹น์€ ์œ ๋Ÿฝ ์˜ํšŒ๋ฅผ ๋ชฉํ‘œ๋กœ ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

์ฐฝ๋ฆฝ์ž๋“ค์€ ํŠธ๋Ÿผํ”„๋ฅผ โ€˜ํฌํ“ฐ๋ฆฌ์ฆ˜์˜ ๊ถ๊ทน์  ์ƒ์ง•โ€™์ด๋ผ๊ณ  ๋งํ•ฉ๋‹ˆ๋‹ค.
๐Ÿ‘5๐Ÿ–•2โค1
โ”” ์šฐ๋ฆฌ๋„ ๋งŒ๋“ค์ž. ์ข†๊ตญ์ด๋‹น๋„ ์žˆ๋Š”๋ฐ ํŠธ๋Ÿผํ”„๋‹น์ด ๋ญ ๋ฌธ์ œ์—†์ž–์•„ ใ…‹ใ…‹ใ…‹
โค19๐Ÿ–•3
ํ•œํ™”์˜ค์…˜ : Scorpio Tankers VLCC ์œ ์กฐ์„  ์‹ ๊ทœ ์ˆ˜์ฃผ

It marks a second venture into VLCC ownership for Scorpio Tankers and comes at a time when chief executive Emanuele Lauro is also invested in Tor Olav Troim US IPO hopeful Bruton.

The US-listed product tanker giant announced on Tuesday that it had signed letters of intent to build two VLCCs with South Koreaโ€™s Hanwha Ocean for $128m each.

https://www.tradewindsnews.com/tankers/scorpio-tankers-has-a-second-shot-at-vlcc-ownership-with-newbuilding-deal/2-1-1899217
โค4๐Ÿ–•1
GST๊ฐ€ ์ž„์ƒ์—…์ฒด์˜€์Œ? 2์ƒ๋„ ํ†ต๊ณผํ–ˆ๋„ค? ใ…‹ใ…‹

sorry
๐Ÿ˜10โค1๐Ÿ–•1
์—”์”จ์†Œํ”„ํŠธ : ์กฐLONG
โค1๐Ÿ–•1
๋‚ด๋ž€ ์„ ๋™์ฃ„๋Š” ๊ตฌ์ฒด์„ฑ์ด ์žˆ์–ด์•ผ ๋˜๋Š”๋ฐ ์—†๋Š” ์ฃ„๋„ ๊ธฐ์‚ฌํ™”๋˜๋Š” ์ด์‹œ๊ตญ์— ํ™ฉ๊ต์•ˆ ์ด๋ฆฌ ๊ด€๋ จ๋œ ๊ธฐ์‚ฌ์ค‘์— ๋‚ด๋ž€ ์„ ๋™์ฃ„๋ฅผ ์ ์šฉํ• ๋งŒ ํ•œ๊ฒƒ์€ ์—†์—ˆ์Œ.

๊ตณ์ด ๋”ฐ์ง€๋ฉด โ€œํ—Œ๋ฒ•์žฌํŒ์†Œ๊ฐ€ ์œค์„์—ด ๋Œ€ํ†ต๋ น ํƒ„ํ•ต ์†Œ์ถ”์•ˆ์„ ์ธ์šฉํ•˜๋ฉด ๊ฑท์žก์„ ์ˆ˜ ์—†๋Š” ํญ๋™์ด ์ผ์–ด๋‚  ๊ฒƒโ€ ์ด๊ฒƒ ์ •๋„์ธ๋ฐ ์ด๊ฒŒ ๋‚ด๋ž€ ์„ ๋™์ฃ„๋ฅผ ์ฒดํฌํ•  ๋งŒํ•œ ์‚ฌํ•ญ์ด๋ผ๋ฉด ๋ฌธ์žฌ์ธ๋„ ๋‚ด๋ž€ ์„ ๋™์ฃ„์ž„.
๐Ÿ‘44๐Ÿ–•3โค2๐Ÿ‘2
๋ณธ์ธ๋“ค ์ž…์žฅ์—์„œ๋‚˜ ํ˜๋ช…์ด์ง€ ๋ฐ•ํ†ต ์ž…์žฅ์—์„œ ๋ณด๋ฉด ์ฟ ํ…Œํƒ€ ์„ ๋™์ž„
๐Ÿ‘40๐Ÿคฃ8โค4๐Ÿ–•2
์—”์”จ์†Œํ”„ํŠธ ๊ณจ๋“œ๋งŒ

ํˆฌ์ž์˜๊ฒฌ: SELL (๋งค๋„) โš ๏ธ

๋ชฉํ‘œ์ฃผ๊ฐ€: 151,000์› (9% ์ƒํ–ฅ)
ํ˜„์žฌ๊ฐ€: 229,500์›
ํ•˜๋ฝ์—ฌ๋ ฅ: 34% ๐Ÿ˜ฐ


3๋ถ„๊ธฐ ์‹ค์ 

๋งค์ถœ: 3,600์–ต์› (์ „๋…„ๆฏ” -10%)

์˜ˆ์ƒ ๋ถ€ํ•ฉ

์˜์—…์ด์ต: -70์–ต์› (์ ์ž์ง€๋งŒ ์„ ๋ฐฉ!)

๋งˆ์ผ€ํŒ… ์ ˆ๊ฐ ํšจ๊ณผ

์ˆœ์ด์ต: 3,470์–ต์› ๐ŸŽ‰

๋ถ€๋™์‚ฐ ๋งค๊ฐ ์ผํšŒ์„ฑ ์ด์ต 3,560์–ต์›


ํ•ต์‹ฌ ํฌ์ธํŠธ ๐Ÿ”‘

1. ์ž์ฒด ๊ฒฐ์ œ ์‹œ์Šคํ…œ (11์›” 12์ผ~) ๐Ÿ’ณ

๊ตฌ๊ธ€/์• ํ”Œ ์ˆ˜์ˆ˜๋ฃŒ 30% ์ ˆ๊ฐ
๋งˆ์ง„ ๋Œ€ํญ ๊ฐœ์„ !
๋„ท๋งˆ๋ธ” ์‚ฌ๋ก€: ์ˆ˜์ˆ˜๋ฃŒ์œจ 39%โ†’32% ์„ฑ๊ณต

2. ์•„์ด์˜จ2 ์ถœ์‹œ (11์›” 19์ผ) ๐Ÿš€

์‚ฌ์ „๋“ฑ๋ก ๋ช‡ ๋ถ„ ๋งŒ์— ๋งˆ๊ฐ
2026๋…„ ํ•˜๋ฐ˜๊ธฐ ๊ธ€๋กœ๋ฒŒ ์ถœ์‹œ
์ˆœํ•œ ๊ณผ๊ธˆ ๋ชจ๋ธ (๊ณจ๋“œ๋งŒ ์šฐ๋ ค์ )

3. ์‹ ์ž‘ ํŒŒ์ดํ”„๋ผ์ธ ๐ŸŽฏ

G-Star (11์›” 13์ผ): ์ฐจ์„ธ๋Œ€ MMO ๊ณต๊ฐœ
2026๋…„ ๋‹ค์ˆ˜ ์‹ ์ž‘ ์ถœ์‹œ ์˜ˆ์ •


์™œ ์—ฌ์ „ํžˆ ๋งค๋„? ๐ŸงŠ

1. ๋ฐธ๋ฅ˜์—์ด์…˜ ๊ณผ๋Œ€ํ‰๊ฐ€

ํ˜„์žฌ P/E 24.7๋ฐฐ vs ์ ์ • 16๋ฐฐ

2. ์ˆ˜์ต์„ฑ ์šฐ๋ ค

์•„์ด์˜จ2 ์ˆœํ•œ ๊ณผ๊ธˆ = ๋ฆฌ๋‹ˆ์ง€๋งŒํผ ๋ชป ๋ฒŒ ์ˆ˜ ์žˆ์Œ
๋ชจ๋ฐ”์ผ ๊ฒŒ์ž„ -22% ๋ถ€์ง„

3. ์ฃผ๊ฐ€ ์ด๋ฏธ ๋„ˆ๋ฌด ์˜ฌ๋ž์Œ
โค3๐Ÿ–•1
๋‚ด์ˆ˜์ฃผ๋“ค ๋ณด๋ฉด ๋‹ค ์ด์ง€๊ฒฝ. ๋ฏผ์ƒ์ฟ ํฐํšจ๊ณผ ์ด์ง€๋ž„ ํ•˜๋Š” ์ƒˆ๋ผ๋“ค์€ ์•„๊ฐ€๋ฆฌ ์ฐข์–ด๋ฒ„๋ ค์•ผ๋จ. ์ฃผ์‹์‹œ์žฅ ์˜ค๋ฅธ๋‹ค๊ณ  ๋‚˜๋ผ๊ฐ€ ์ž˜๋‚˜๊ฐ€๋Š”์ค„ ์•„๋Š” ๋ณ‘์‹ ๋“ค.
๐Ÿ‘41๐Ÿ–•7๐Ÿคฃ5โค2๐Ÿ”ฅ2
๊ทธ๋ฆฌ์Šค ์„ ์ฃผ๋“ค LNG ๋ถ€์œ ์‹ ํ„ฐ๋ฏธ๋„ FSRU ๋ฐœ์ฃผ ๊ณ ๋ ค ์ค‘
- ๊ทธ๋ฆฌ์Šค๋Š” ๊ทผ๋ž˜ ๋ฏธ๊ตญ์‚ฐ LNG ์žฅ๊ธฐ ๊ณต๊ธ‰ ๊ณ„์•ฝ ์ฒด๊ฒฐ
- ๋Ÿฌ์‹œ์•„ ์žฌ์ œ ์ดํ›„ ์œ ๋Ÿฝ LNG ํ—ˆ๋ธŒ๋กœ ํ™•์žฅ ๊ฐ€๋Šฅ์„ฑ

When Greece signed its first-ever long-term contract for U.S. liquefied natural gas (LNG) during the Partnership for Transatlantic Energy Cooperation (P-TEC) summit in Athens, the symbolism was clear: Washington and Athens are deepening their energy ties, and Greece is poised to become a crucial link in Europeโ€™s shifting energy landscape.

https://www.tovima.com/finance/u-s-lng-deal-ignites-wave-of-interest-in-greek-fsrus/
โค5๐Ÿ–•1
This media is not supported in your browser
VIEW IN TELEGRAM
์˜ค๋Š˜์ด๊ตฌ๋‚˜
๐Ÿ–•8
โ”” ๋‚œ ์ขŒ๋นจ ์ฃผ์‹์Ÿ์ด ํ˜•๋‹˜๋“ค์ด ์นœ์ค‘์„ธ๋ ฅ์ด๋ผ๊ณ ๊นŒ์ง€ ์ƒ๊ฐํ•˜์ง€๋Š” ์•Š์Œ. ๊ทธ๋ƒฅ ๋‹ค๊ฐ™์ด ์ž˜์‚ด์ž๋Š” ๋งˆ์ธ๋“œ์˜ ์ง€ํ–ฅ์ ์œผ๋กœ ์ด์žฌ๋ช…์„ ์ง€์ง€ํ•˜๋Š”๊ฑฐ๋ผ๊ณ  ์ƒ๊ฐํ•จ. ๋‚ด ๋ง์ด ๋งž๋‹ค๋ฉด ์ด๋Ÿฐ ์ค‘๊ตญ์˜ ๋„ ๋„˜๋Š” ๊ฐœ์†Œ๋ฆฌ์— ํ•œ๋งˆ๋””์”ฉ ๋˜์ ธ์•ผ ํ•˜๋Š”๊ฑฐ ์•„๋‹Œ๊ฐ€?? ํŠธ๋Ÿผํ”„๊ฐ€ ํ•˜๋Š” ์ง“์—๋Š” ๋ง๋ฐœ์„ ์Ÿ์•„๋ถ€์œผ๋ฉด์„œ ์ •์ž‘ ์ค‘๊ตญ๋†ˆ๋“ค์ด ํ•˜๋Š” ๋ง์—๋Š” ํ•œํ•œ๋ น ํ•ด์ œ ๋“œ๋ฆฝ๋งŒ ์น˜๊ณ  ์žˆ๋Š” ๋ณธ์ธ๋“ค ๋ชจ์Šต์—์„œ ๋ญ”๊ฐ€ ์ด์ƒํ•จ์„ ๋ฐœ๊ฒฌํ•ด์•ผ ๋˜๋Š”๊ฑฐ ์•„๋‹˜? ์Šค์Šค๋กœ 2๋“ฑ๊ตญ๋ฏผ์ž„์„ ์ž์ฒ˜ํ•˜๋Š” ์ขŒ๋นจ ์ฃผ์‹์Ÿ์ด ํ˜•๋‹˜๋“ค ์ •์‹ ์ข€ ์ฐจ๋ฆฌ์‡ผ.
๐Ÿ‘79๐Ÿ’ฏ5๐Ÿ–•5โค33๐Ÿฅฐ1๐Ÿคฌ1
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
๋ณด๋กœ๋…ธ์ด ๋ถ„๋ด‰ : ๋‹ค์‹œ ์น™์น™ํญํญ
๋ณด๋กœ๋…ธ์ด : ๊ฐญ์ƒ์Šนํ›„ ์กฐ์ •๋ฐ›๋‹ค๊ฐ€ ์–‘๋ด‰ ๋งŒ๋“ฌ. ATH
๐Ÿ–•5๐Ÿฅฐ1๐Ÿ’ฉ1
This media is not supported in your browser
VIEW IN TELEGRAM
์• ๋“ค์•„~ ์›ƒ์–ด
๐Ÿ’ฉ3๐Ÿ–•2