๋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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๊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
#์—๋„ˆ์ง€

์—„์ฒญ๋‚œ ์‚ฌ์ดํŠธ ๋ฐœ๊ฒฌ

- ๋ฐœ์ „์†Œ ์ข…๋ฅ˜
- ๋ฐ์ดํ„ฐ์„ผํ„ฐ
- ์†ก์ „

๋งคํ•‘๋œ๊ฑฐ ๋‹ค ๋ณผ ์ˆ˜ ์žˆ์Œ

https://opengridworks.com/
โค13๐Ÿ–•2
ํ•ด์šด ์ „๋ฌธ ์กฐ์‚ฌ๊ธฐ๊ด€ ํด๋ฝ์Šจ ๋ฆฌ์„œ์น˜

1. ํ˜ธ๋ฅด๋ฌด์ฆˆ ํ•ดํ˜‘ : ์ „์Ÿ๊ณผ ๋ณ„๊ฐœ ์ด์Šˆ - ์ด๋ž€์˜ ํ†ต์ œ ๊ณ ์ฐฉํ™” ์˜ˆ์ƒ
2. ํด๋ฆฌ๋งˆ์ผ“ : 4์›”15์ผ๊นŒ์ง€ ํœด์ „ ๊ฐ€๋Šฅ์„ฑ ๋ฐฐํŒ… ์‘๋‹ต์ž ๋น„์œจ 15%

For Iran, the strait is not just a shipping route but one of its main sources of leverage in shaping how the war ends.

Morkedal cited prediction market Polymarket, which shows bettors believing there is only a 15% chance of a US-Iran ceasefire by 15 April

https://www.tradewindsnews.com/tankers/don-t-expect-traffic-flooding-back-to-strait-of-hormuz-clarksons-says/2-1-1970074
โค4๐Ÿ™3๐Ÿ•Š1๐Ÿคฃ1๐Ÿ–•1
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๐Ÿ–•18๐Ÿคฎ2โค1
ํœด๋ฆผ๋กœ๋ด‡ ์ตœ๋Œ€์ฃผ์ฃผ exit ?? ใ…‹ใ…‹
๐Ÿ˜15๐ŸŽ‰4โค32๐Ÿพ1๐Ÿ–•1
๋ฏธ์žฅ : ์ง„์งœ ๋ง‰ํŒ์— ๋ฐ˜๋“ฑ
โค6๐Ÿ–•1
โšก๏ธโšก๏ธโšก๏ธโšก๏ธโšก๏ธโšก๏ธ
โšก๏ธโšก๏ธโšก๏ธโšก๏ธโšก๏ธโšก๏ธ
โšก๏ธโšก๏ธโšก๏ธโšก๏ธโšก๏ธโšก๏ธ
ํŒŒํ‚ค์Šคํƒ„์˜ ์…ฐ๋ฐ”์ฆˆ ์ƒค๋ฆฌํ”„ ์ด๋ฆฌ ๋ฐ ์•„์‹ฌ ๋ฌด๋‹ˆ๋ฅด ์œก๊ตฐ์ฐธ๋ชจ์ด์žฅ๊ณผ์˜ ๋Œ€ํ™”๋ฅผ ๋ฐ”ํƒ•์œผ๋กœ, ๊ทธ๋ฆฌ๊ณ  ๊ทธ๋“ค์ด ์˜ค๋Š˜ ๋ฐค ์ด๋ž€์„ ํ–ฅํ•ด ํˆฌ์ž…๋  ํŒŒ๊ดด์  ๊ตฐ์‚ฌ๋ ฅ์„ ๋ณด๋ฅ˜ํ•ด ์ค„ ๊ฒƒ์„ ์š”์ฒญํ•œ ์ ์„ ๊ณ ๋ คํ•˜์—ฌ, ๋˜ํ•œ ์ด๋ž€ ์ด์Šฌ๋žŒ ๊ณตํ™”๊ตญ์ด ํ˜ธ๋ฅด๋ฌด์ฆˆ ํ•ดํ˜‘์„ ์™„์ „ํ•˜๊ณ  ์ฆ‰๊ฐ์ ์ด๋ฉฐ ์•ˆ์ „ํ•˜๊ฒŒ ๊ฐœ๋ฐฉํ•˜๋Š” ๋ฐ ๋™์˜ํ•˜๋Š” ๊ฒƒ์„ ์กฐ๊ฑด์œผ๋กœ, ๋‚˜๋Š” ์ด๋ž€์— ๋Œ€ํ•œ ํญ๊ฒฉ ๋ฐ ๊ณต๊ฒฉ์„ 2์ฃผ๊ฐ„ ์ค‘๋‹จํ•˜๊ธฐ๋กœ ํ•ฉ์˜ํ•œ๋‹ค. ์ด๋Š” ์–‘์ธก ๋ชจ๋‘์— ์ ์šฉ๋˜๋Š” ํœด์ „์ด ๋  ๊ฒƒ์ด๋‹ค.

์ด์™€ ๊ฐ™์€ ๊ฒฐ์ •์„ ๋‚ด๋ฆฐ ์ด์œ ๋Š” ์šฐ๋ฆฌ๊ฐ€ ์ด๋ฏธ ๋ชจ๋“  ๊ตฐ์‚ฌ์  ๋ชฉํ‘œ๋ฅผ ๋‹ฌ์„ฑํ•˜๊ณ  ์ด๋ฅผ ์ดˆ๊ณผํ–ˆ์œผ๋ฉฐ, ์ด๋ž€๊ณผ์˜ ์žฅ๊ธฐ์ ์ธ ํ‰ํ™”, ๊ทธ๋ฆฌ๊ณ  ์ค‘๋™ ์ง€์—ญ์˜ ํ‰ํ™”๋ฅผ ์œ„ํ•œ ์ตœ์ข… ํ•ฉ์˜์— ๋งค์šฐ ๊ทผ์ ‘ํ•ด ์žˆ๊ธฐ ๋•Œ๋ฌธ์ด๋‹ค. ์šฐ๋ฆฌ๋Š” ์ด๋ž€์œผ๋กœ๋ถ€ํ„ฐ 10๊ฐœ ํ•ญ๋ชฉ์œผ๋กœ ๊ตฌ์„ฑ๋œ ์ œ์•ˆ์„ ์ „๋‹ฌ๋ฐ›์•˜์œผ๋ฉฐ, ์ด๋ฅผ ํ˜‘์ƒ์˜ ์‹ค์งˆ์ ์ธ ๊ธฐ๋ฐ˜์œผ๋กœ ํ™œ์šฉํ•  ์ˆ˜ ์žˆ๋‹ค๊ณ  ํŒ๋‹จํ•˜๊ณ  ์žˆ๋‹ค.

๊ณผ๊ฑฐ ์–‘๊ตญ ๊ฐ„ ์ฃผ์š” ์Ÿ์ ์˜ ๊ฑฐ์˜ ๋Œ€๋ถ€๋ถ„์€ ์ด๋ฏธ ํ•ฉ์˜์— ๋„๋‹ฌํ–ˆ์œผ๋ฉฐ, ์ด๋ฒˆ 2์ฃผ๊ฐ„์˜ ๊ธฐ๊ฐ„์€ ํ•ด๋‹น ํ•ฉ์˜๋ฅผ ์ตœ์ข…์ ์œผ๋กœ ๋งˆ๋ฌด๋ฆฌํ•˜๊ณ  ์ฒด๊ฒฐํ•˜๋Š” ๋ฐ ํ•„์š”ํ•œ ์‹œ๊ฐ„์ด๋‹ค.

๋ฏธํ•ฉ์ค‘๊ตญ ๋Œ€ํ†ต๋ น์œผ๋กœ์„œ, ๋˜ํ•œ ์ค‘๋™ ๊ตญ๊ฐ€๋“ค์„ ๋Œ€ํ‘œํ•˜์—ฌ, ์ด ์žฅ๊ธฐ์ ์ธ ๋ฌธ์ œ๊ฐ€ ํ•ด๊ฒฐ์— ๊ฐ€๊นŒ์›Œ์ง€๊ณ  ์žˆ๋Š” ๊ฒƒ์€ ๋งค์šฐ ํฐ ์˜๊ด‘์ด๋‹ค.

์ด ์‚ฌ์•ˆ์— ๋Œ€ํ•œ ๊ด€์‹ฌ์— ๊ฐ์‚ฌ๋“œ๋ฆฐ๋‹ค.
๋„๋„๋“œ J. ํŠธ๋Ÿผํ”„ ๋Œ€ํ†ต๋ น
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