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

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https://litt.ly/mootda

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https://t.me/mootda?boost

ํด๋ฆฐ๋ฃธ :
https://t.me/+rnPa_2M7WrhjMzdl
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Forwarded from ๋ผ์ง€๋ฐ”
์˜ค๋Š˜ ์ „์ž ์‹ค์  ๋ณด๊ณ  ํฅ๋ถ„ํ•ด์„œ ์ฃผ์‹ ์‚ฐ ํ‘์šฐ ์—†์ฃ ?
๐Ÿคก10๐Ÿ˜ญ7๐ŸŒš4๐Ÿ–•2๐Ÿฅฐ1
์—ฌ๊ธฐ ํ˜ธ๊ตฌ
โค12๐Ÿ˜11๐Ÿ–•4
๋‚˜์„  \,
โค11๐Ÿ˜ฑ4๐Ÿ™3๐Ÿ–•3๐ŸŒ2
Stone age
๐Ÿซก17โค4๐Ÿ‘2๐Ÿคฎ1๐Ÿคฃ1๐Ÿ–•1
์ง€์„ฑ : 2
์žฌ๋ ฅ : 5
์™ธ๋ชจ : 2
์„ผ์Šค : 1

์ด์ •๋„๋ฉด ์™„๋ฒฝํ•œ ์ธ์ƒ ์•„๋‹˜?
๐Ÿซก8๐Ÿ‘Ž4โค2๐Ÿ–•2
๋ฐ˜๊ณต์ฃผ์˜์ž ์ถ”๋…ธ
์ฐจ์€์šฐ ๊ธ‰ ์™ธ๋ชจ๋ฉด ๋นš1์–ต์ฏค์ด์•ผ ํ˜ผ์ž๋„ ๊ฐš์„๊ฑฐ๊ณ  ๊ฐš์•„์ค€๋‹ค๋Š” ์‚ฌ๋žŒ์ด ์ค„์„ ์„ค๋“ฏ..
๊ทธ๊ฑด ๋ฐธ๋Ÿฐ์Šค ๊ฒŒ์ž„์ด ์„ฑ๋ฆฝ์ด ์•ˆ๋จ. ์—ฌ์ž๊ฐ€ ์ค„์„ ์„œ๋„ ๋ˆ์€ ์•Œ์•„์„œ ๋ฒŒ์–ด์•ผ๋จ ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹
๐Ÿ–•2
ํ˜„์‹ค์—์„œ๋Š” ํ˜„๋นˆ๊ฐ™์€ ์™ธ๋ชจ๋Š” ์ ˆ๋Œ€ ๊ตญ์ •์› ์ฒฉ๋ณด์›์œผ๋กœ ์“ฐ์ง€ ์•Š์Œ.
๊ตญ์ •์› ์š”์›์ด ๋˜๊ธฐ ์œ„ํ•ด ์ค‘์š”ํ•œ 3๊ฐ€์ง€
1. ํ‰๋ฒ”ํ•œ ์–ผ๊ตด
2. ํ‰๋ฒ”ํ•œ ํ‚ค
3. ํ‰๋ฒ”ํ•œ ๋ชฉ์†Œ๋ฆฌ

https://n.news.naver.com/article/469/0000924036?cds=news_media_pc
๐Ÿ–•14โค9๐Ÿฅฐ4๐Ÿ‘1๐Ÿคฎ1
์•„๋‹ˆ ๊ทธ๋‹ˆ๊น ์ด์žฌ๋ช…์”จ~

์ž๊พธ ๋ง ๋Œ๋ฆฌ์ง€ ๋งˆ์‹œ๊ณ  ํƒœ์–‘๊ด‘ ํ•˜๋ฉด ๋‚˜ํ”„ํƒ€๋„ ์ƒ์‚ฐ ๊ฐ€๋Šฅํ•ด์š”???
๐Ÿคฃ52๐Ÿ–•7๐Ÿฅฐ2๐Ÿ˜2๐Ÿคฎ2
๊ธฐ๊ด€ ์ˆ˜๊ธ‰ ๋ณด๋ฉด ๋“œ๋Š” ์ƒ๊ฐ ํ•˜๋‚˜ "์ซ„??"
๐Ÿ–•4
์ƒ๋Œ€๋ฐฉ์ด ํž˜๋“ค๊ฑฐ๋‚˜ ์˜์ง€๋ฅผ ์žƒ์—ˆ์„๋•Œ
๐Ÿ–•8๐Ÿ‘3โค11
ํ™ˆํ”Œ๋Ÿฌ์Šค ๋นจ๋ฆฌ ๋งํ•ด์„œ ๋…ธ๋™์ž๋“ค ์ฃ„๋‹ค ๊ธธ๊ฑฐ๋ฆฌ์— ๋‚˜์•‰๊ธธ ๋ฐ”๋žŒ. ์ฃผ์ œํŒŒ์•… ๋ชปํ•˜๊ณ  "์œค์„์—ด ํƒ„ํ•ต" ๋ฑƒ์ง€ ๋ถ™์ด๊ณ  ์ผํ•˜๋˜ ๋†ˆ๋“ค์ด ๋ฌด์Šจ ์ž๊ฒฉ์œผ๋กœ ์‚ด๋ ค๋‹ฌ๋ผ๊ณ  ํ•˜๋Š”๊ฐ€. ๊ฑ ๋””์ ธ

https://n.news.naver.com/mnews/article/654/0000174334?sid=102
2๐Ÿ‘48๐Ÿ’ฏ8โค4๐Ÿ–•2๐Ÿ™1
๋ณด๊ณ ์„œ์— ๋”ฐ๋ฅด๋ฉด ํ•ด๋‹น ๋ถ„์„๊ฐ€๋Š” ํ˜ธ๋ฅด๋ฌด์ฆˆ ํ•ดํ˜‘์— ๋„์ฐฉํ•œ ๋’ค ํ˜„์ง€ ๋ณดํŠธ ์„ ์žฅ์—๊ฒŒ ํ˜„๊ธˆ ๋‹ค๋ฐœ์„ ๊ฑด๋„ค์ฃผ๊ณ  3์‹œ ๊ฐ„ ๋’ค ์Šคํ”ผ๋“œ ๋ณดํŠธ๋ฅผ ํƒ„ ์ฑ„ ํ•ดํ˜‘์— ๋“ค์–ด๊ฐˆ ์ˆ˜ ์žˆ์—ˆ๋‹ค. ์˜ค๋งŒ ๊ตญ๊ฒฝ์„ ๋„˜์„ ๋•Œ ์ดฌ์˜๊ณผ ๊ธฐ๋ก์„ ํ•˜์ง€ ์•Š๊ฒ ๋‹ค๋Š” ์„œ์•ฝ์„ ํ–ˆ๊ณ , ํ•ด์•ˆ๊ฒฝ๋น„๋Œ€์— ๋ถ™์žกํ˜€ ๊ตฌ๊ธˆ๋ผ ํœด๋Œ€์ „ํ™”๋ฅผ ์••์ˆ˜๋‹นํ•˜๊ธฐ๋„ ํ–ˆ์ง€๋งŒ ์ฒœ์‹ ๋งŒ๊ณ  ๋์— ๋‰ด์š•์— ๋Œ์•„์™€ ๋ณด๊ณ ์„œ๋ฅผ ๋ฐœ๊ฐ„ํ•œ ๊ฒƒ์œผ๋กœ ์ „ํ•ด์กŒ๋‹ค.

โ€”> ์ง€๋ฆฌ๋„ค ใ…‹ใ…‹ใ…‹ใ…‹

https://www.donga.com/news/NewsStand/article/all/20260407/133690290/1
โค15๐Ÿ–•4๐Ÿ‘3๐Ÿซก2
์ œ๋ชฉ : ์ด๋ž€ ๋Œ€์‚ฌ "ํŒŒํ‚ค์Šคํƒ„ ๋…ธ๋ ฅ, ์ค‘๋Œ€ํ•œ ๋‹จ๊ณ„" *์—ฐํ•ฉ์ธํฌ*
์ด๋ž€ ๋Œ€์‚ฌ "ํŒŒํ‚ค์Šคํƒ„ ๋…ธ๋ ฅ, ์ค‘๋Œ€ํ•œ ๋‹จ๊ณ„" (์„œ์šธ=์—ฐํ•ฉ์ธํฌ๋งฅ์Šค) ์ดํšจ์ง€ ๊ธฐ์ž = ์ด๋ž€ ์ „์Ÿ์„ ์ค‘๋‹จํ•˜๊ธฐ ์œ„ํ•œ ํŒŒํ‚ค์Šคํƒ„์˜ "๊ธ์ •์ ์ด๊ณ  ์ƒ์‚ฐ์ ์ธ" ๋…ธ๋ ฅ์ด "์ค‘๋Œ€ํ•˜๊ณ  ๋ฏผ๊ฐํ•œ" ๋‹จ๊ณ„์— ์ ‘์–ด๋“ค๊ณ  ์žˆ๋‹ค๊ณ  ๋ ˆ์ž ์•„๋ฏธ๋ฆฌ ๋ชจ๊ฐ€๋‹ด ์ฃผํŒŒํ‚ค์Šคํƒ„ ์ด๋ž€ ๋Œ€์‚ฌ๊ฐ€ 6์ผ(ํ˜„์ง€์‹œ๊ฐ„) ๋ฐํ˜”๋‹ค. ๋ชจ๊ฐ€๋‹ด ๋Œ€์‚ฌ๋Š” ์ž์‹ ์˜ ์—‘์Šค์— ์ด๊ฐ™์ด ์“ฐ๊ณ  ๋” ์ž์„ธํ•œ ์†Œ์‹์„ ๊ณ„์† ์ง€์ผœ๋ด๋‹ฌ๋ผ๊ณ  ํ–ˆ๋‹ค. ์ด ๋ฐœ์–ธ์€ ๋„๋„๋“œ ํŠธ๋Ÿผํ”„ ๋ฏธ๊ตญ ๋Œ€ํ†ต๋ น์ด ์ตœํ›„ํ†ต์ฒฉํ•œ ํ•ฉ์˜ ์‹œํ•œ์ด ํ•˜๋ฃจ๋„ ๋‚จ์ง€ ์•Š์€ ๊ฐ€์šด๋ฐ ๋‚˜์™”๋‹ค. ๋ฏธ๊ตญ๊ณผ ์ด๋ž€์€ ํŒŒํ‚ค์Šคํƒ„ ๋“ฑ ์ค‘์žฌ๊ตญ์„ ํ†ตํ•ด ํœด์ „ ํ•ฉ์˜ ํ›„ ์ข…์ „์„ ๋…ผ์˜ํ•˜๋Š” 2๋‹จ๊ณ„ ๋ฐฉ์‹์˜ ์ค‘์žฌ์•ˆ์„ ๋ฐ›์•˜์ง€๋งŒ ํ•ฉ์˜์— ์ด๋ฅด์ง€ ๋ชปํ–ˆ๋‹ค. ํŠธ๋Ÿผํ”„ ๋Œ€ํ†ต๋ น์€ ์ด๋ž€๊ณผ์˜ ์ข…์ „ ํ˜‘์ƒ ํƒ€๊ฒฐ์— ๋Œ€ํ•ด ๋น„๊ณต๊ฐœ์ ์œผ๋กœ๋Š” ํฌ๊ฒŒ ๊ธฐ๋Œ€ํ•˜์ง€ ์•Š๋Š” ๊ฒƒ์œผ๋กœ ์ „ํ•ด์กŒ๋‹ค. hjlee2@yna.co.kr <์ €์ž‘๊ถŒ์ž (c) ์—ฐํ•ฉ์ธํฌ๋งฅ์Šค, ๋ฌด๋‹จ์ „์žฌ ๋ฐ ์žฌ๋ฐฐํฌ ๊ธˆ์ง€, AI ํ•™์Šต ๋ฐ ํ™œ์šฉ ๊ธˆ์ง€>
โค7๐Ÿ™1๐Ÿ–•1
์ด๊ฑฐ ๋…์žฌ์ž ์„ ์–ธ๊ณผ ๋™๊ธ‰์ธ๋ฐ? ใ…‹ใ…‹ใ…‹
๐Ÿคฃ73๐Ÿ’ฉ6๐Ÿ”ฅ4๐Ÿ–•1
์ง๋ฌด์ง‘ํ–‰์ •์ง€์— ๋Œ€ํ•œ ๋ฐ•์„ฑ์šฉ ๊ฒ€์‚ฌ์˜ ์ž…์žฅ

์•ž์œผ๋กœ ๋”ํ•œ ์ผ์ด ๊ธฐ๋‹ค๋ฆฌ๊ฒ ์ง€๋งŒ ์ €๋Š” ์–ด๋– ํ•œ ์ƒํ™ฉ์—์„œ๋„ ๊ตด๋ณตํ•˜์ง€ ์•Š๊ฒ ์Šต๋‹ˆ๋‹ค.
์ตœ๊ณ ๊ถŒ๋ ฅ์ž์˜ ๊ถŒ๋ ฅ์— ์˜ํ•œ ๊ณต์†Œ์ทจ์†Œ๋ฅผ ๋ง‰๊ธฐ ์œ„ํ•ด ์ œ ๊ฒ€์‚ฌ๋กœ์„œ ๋งˆ์ง€๋ง‰ ์†Œ๋ช…์„ ๋‹คํ•˜๊ฒ ์Šต๋‹ˆ๋‹ค.
๐Ÿ‘127โค8๐Ÿ–•7๐Ÿ’ฏ4๐Ÿคฃ3
โ”” ๋ฐ•์ƒ์šฉ ๊ฒ€์‚ฌ๋‹˜ ํ™”์ดํŒ…!!!
๐Ÿ‘75โค8๐Ÿ’ฉ4๐Ÿ–•2๐Ÿ‘Ž1๐Ÿคฃ1
๋‚ด์ผ ๋ฏธ๊ตญ-์ด๋ž€์˜ ๊ฒฐ๊ณผ๋Š”?
Anonymous Poll
10%
์ข…์ „
24%
ํœด์ „
34%
ํ™•์ „
32%
๊ฒฐ๊ณผ๋งŒ ๋ณด๊ณ  ์‹ถ๋‹ค
๐Ÿ’ฉ5๐Ÿ–•1
โ˜…โ˜…[UPDATE]KR Defence: Long Poongsan Holdings / Short Poongsan

Elaborating more on Poongsan's Defence unit sale scenario, if the news spin off and Hanwha Aero's takeover of the biz turns out to be true.

- Poongsan will likely disclose the spin off ratio of Copper biz (Remaining Co) and Defence biz (New Co), and the process for listing of the Defence biz (New Co) will proceed

- Poongsan Holdings will own 38% of both Copper biz and Defence biz, and all existing shareholders will also own shrs in both Copper biz and Defence biz

- Before re-listing of both units, trading of Poongsan shrs will be halted for about 1 month

- After re-listing of both units, the preferred bidder (i.e. Hanwha Aero ) can then buy Poongsan Holdings' 38% controlling stake in Defence biz, while the proceeds from the sale will go to Poongsan Holdings and its shareholders only

- Street estimates the value of Defence biz at W3tn+ and Copper biz at ~W1tn, thus the combined value of the 2 units should be value incremental after spin-off and re-listing

- However, uncertainties over the split ratio and trade halt period will likely weigh on Poongsan in the near term. Post re-listing, the downside risk from the decline of Copper biz shrs can be a concern too for existing shareholders

- While Poongsan Holdings, free from trade halt/split off issue and to take 100% cash from the sale, will be a safer stock to own in the near term. Shrs will also reflect any further upside in Poongsan's Defence biz value if multiple bidders join (greater cash inflow)

- Upon re-listing of the Defence biz and completion of sale, the Defence biz value can take off especially if there's a strong synergy with the buyer's existing biz
โค2๐Ÿ–•1
ํ…”๋ ˆ๊ทธ๋žจ์— ์žˆ๋‹ค๋Š” โ€˜๋ณด๋ณต ๋Œ€ํ–‰โ€™ ๋‹จ๊ฐ€ํ‘œ
์ฃผ์†Œ ์กฐํšŒ 150๋งŒ์›, ํ…Œ๋Ÿฌ ์‹คํ–‰ 200๋งŒ์›
์ด 350๋งŒ ์›์ด๋ฉด ๋ˆ„๊ตฌ๋‚˜ ํ‘œ์ ์ด ๋  ์ˆ˜๋„ ์žˆ๋‹ค๊ณ  ํ•จ ใ„ทใ„ท.........

์กฐ์‹ฌ๋“คํ•ด๋ผ ใ…‹ใ…‹
๐Ÿ‘12โค1๐Ÿคฌ1๐Ÿ–•1
โ”” ์ด๊ฑฐ ๊ทธ๋ƒฅ ์†ก์„ ์ƒ๋‹˜ํ•œํ…Œ ์š”์ฒญํ•˜๋ฉด ๊ณต์งœ๋กœ ์‹ ์ƒ ๋‹ค ํ„ธ์–ด์คŒ ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹
๐Ÿ˜15โค1๐Ÿ–•1