9.10 이슈정리

https://www.hankyung.com/finance/article/2021090948881
공모가 밑도는 쿠팡, 커지는 의구심
- 쿠팡의 주가하락 원인
"일시적인 수급 불안... 펀더멘털은 튼튼하다"
- 쿠팡이 승부수를 던지는 곳
대만, 쿠팡은 대만과 일본에서 오토바이를 활용한 도심 내 퀵커머스를 테스트하는 중
- 쿠팡은 과연 아마존의 장기 성장 곡선을 따라갈까??
아마존은 창업 13년 만인 2002년에 처음으로 흑자를 냈고 그 이후 주가가 급등하기 시작함, 쿠팡의 지난해 영업손실은 5억 3000만 달러로 2018년 대비하여 절반으로 줄음 
- 이익의 질
쿠팡은 기존 사업에서 이익을 내기 위해 가격을 올리거나 비용을 줄이는 방식으로 흑자 전환하는 것이 아니라 아마존처럼 플라이휠의 회전 반경을 키워 새로운 사업에 계속 도전하는 동시에 흑자를 낼 수 있느냐가 중요 

https://www.hankyung.com/economy/article/2021090950241
규제 풀어 핀테크 키운다던 금융위…이젠 "특혜받을 시기 지났다"
- 고승범 금융위원장이 ‘동일기능·동일규제’ 원칙을 강조

https://www.hankyung.com/finance/article/202109094275i
10평서 시작해 10년 암흑기 거쳐 '10조 잭팟'…에코프로비엠 '매직'

https://www.hankyung.com/politics/article/202109094130i
與 대표 한마디에…시총 20조 날아간 네이버·카카오 [조미현의 국회 삐뚤게 보기]

https://www.hankyung.com/finance/article/2021090948461
'린저씨'마저 떠난다… 속절없는 엔씨 주가

https://www.hankyung.com/economy/article/2021090949811
섣불리 조이면 역풍…금융당국, 전세대출 딜레마

https://www.hankyung.com/economy/article/202109094248i
'금융상품 중개'는 핀테크 핵심수익…카카오페이 매출 비중 0.2% → 32%
- 국내 유명 핀테크 기업이 커온 과정
간편결제, 송금 기능으로 사람을 끌어모은 다음 이들에게 금융상품을 파는 것, 결제 송금은 다른 금융회사에 수수료를 내기 때문에 사용량이 늘어날수록 밑지는 장사임 -> 고로 간편결제나 송금 기능은 고객을 끌어모으기 위한 방법이었고 그들의 궁극적인 목적은 핀테크 이용을 통해서 수많은 금융상품 광고에 노출되는 방법
- 고로 핀테크 업체가 이용자에게 금융상품을 소개하는 행위를 정부가 중개 행위로 보고 규제하게 될 경우 핀테크 기업에 날아오는 폭탄은 어마무시함

https://www.hankyung.com/economy/article/2021090948741
SK E&S, 美 ESS기업 품었다

https://www.businesspost.co.kr/BP?command=article_view&num=249623
효성화학 반도체 세정가스 증설 '결단', 조현준 선제적 투자 또 성공할까

https://www.businesspost.co.kr/BP?command=article_view&num=249683
에코프로 포항에 2차전지용 전구체공장 증설 추진, 모두 5천억 투자

https://www.businesspost.co.kr/BP?command=article_view&num=249611
포스코케미칼 중국 음극재 원료기업 지분 인수, “흑연 안정적 확보”

https://www.businesspost.co.kr/BP?command=article_view&num=249521
SK이노베이션, 에코프로비엠과 양극재 구매계약 10조 규모 맺어
- 에코프로비엠은 고성능 배터리에 사용되는 하이니켈 양극재 선도기업으로 꼽힌다. 하이니켈은 양극재의 주요 원료인 니켈, 코발트, 망간 가운데 니켈 비중이 높은 배터리를 말하는데 니켈 비중이 높아지면 배터리 성능이 향상된다.