12.02 이슈정리

https://www.hankyung.com/finance/article/2021120183811
52% 뛴 MS…지금이라도 사야할 '3가지 이유'
- 매출 6년간 증가... 탄탄한 실적
- 클라우드 '애저'의 빠른 성장세
- 메타버스, AI 등 새먹거리 확보
1) 지난 7 ~ 9월 매출 전년 동기 대비 22%, 영업이익률 44.7%, per 36.98
2) 클라우드 매출 전년 동기 대비 50% 증가, 아마존웹서비스 맹렬히 추격 

https://www.hankyung.com/finance/article/2021120184851
'빛나는 수익률' 개미들 앞다퉈 투자…18조 뭉칫돈 몰렸다
- 테마, 해외지수형 ETF, 수익률 60 ~ 80%
- 코스닥보다 ETF, 순자산 70조 돌파
- 나스닥은 무적이고 신이야!

https://www.hankyung.com/politics/article/2021120187857
여야, 내년 예산안 604조→607조 잠정 합의…2일 본회의서 처리 [종합]
- 코로나19 소상공인 지원금 4조원 증액
- 소상공인 손실보상, 비대상 업종에 대한 저리 금융 지원 등 맞춤형 지원확충, 방역상황을 고려한 방역 의료 예상 보강, 농어민 보육 취약 계층 등 민생 현안 자원에 우선 활용

https://www.hankyung.com/economy/article/202112018832Y
OECD, 내년 한국 성장률 3.0%로 상향…올해 물가상승률 2.2%→2.4%
- 신속한 백신 접종에 따른 사회적 거리두기 완화와 수출, 투자 호조세, 정책 효과 등으로 회복세가 지속 --> 성장률 상향의 이유
- 내년 소비자물가 상승률 전망치 2.1% -> 2.4%, G20 물가 상승률 전망치는 올해 3.8%, 내년 4.4%

https://www.hankyung.com/society/article/2021120185091
"오미크론 상륙 시간문제"…'위드 코로나' 한달 만에 최악 위기
- 의료계에서 거리두기 재시행은 기정사실

https://www.hankyung.com/economy/article/2021120185731
"판세 뒤집자"…현대차, 아·태사업 국내서 직접 챙긴다
- 국내사업본부가 아,태지역 사업까지 관리하는 조직 개편을 단행할 예정(국내사업본부가 호주, 동남아 지역을 맡을 것)
- 일본 시장 재진출도 국내사업본부를 중심으로 본격화할 계획, 전기차 전환에 다소 뒤처진 일본 브랜드 사이에서 '틈새시장'

https://www.hankyung.com/finance/article/2021120185131
"NFT株 옥석 가려라"…자금력 갖춘 빅테크 위주로 투자해야
- 몸집 작고 변동성 큰 종목은 조심
- 혜택 업종 종목에 분산 투자 필요
1) NFT 
빅테크, 플랫폼 : NAVER, 카카오
엔터, 오락 : 아프리카TV, 스튜디오드래곤, 에스엠, 하이브, JYP
게임 : 게임빌, 넷마블, 데브시스터즈, 위메이드, 엔씨소프트, 펄어비스, 카카오게임즈, 컴투스, 크래프톤, NHN
거래, 판매 : 서울옥션, 비덴트, 다날, 한글과 컴퓨터  

투자는 어떻게??
- 메타버스, 블록체인, 지식재산권 등 관련 생태계에 분산 투자
- 본업을 잘하는가?

https://www.hankyung.com/economy/article/2021120185861
10년 뒤 아파트 사려면?…'신기한' 마이데이터, 드디어 열렸다
- 마이데이터(본인신용정보관리업), 소비자가 원하는 사업자를 골라 흩어져 있는 자신의 신용정보를 한꺼번에 제공하고, 이를 토대로 맞춤형 자산관리와 컨설팅 등의 금융 서비스를 받는 것,
- 개인자산관리 서비스를 대중화
- 한정판 스니커즈 출시일이나 주택 및 공모주 청약 일정을 알려줌
- 외환

https://www.hankyung.com/realestate/article/2021120184031
"당산동 오피스텔 계약하려다 아찔"…'깡통전세' 주의보 확산
- 깡통전세 : 오피스텔을 팔아도 대출금, 보증금 상환이 어려워 전세보증금을 돌려주지 못할 우려가 큰 주택을 말함
- 전세 시장과 매매 시장의 불균형이 심화하고 있기 때문, 보통 오피스텔은 전세 대신 월세를 선호하는 집주인이 많아 전세 매물의 희소성이 커짐

https://www.hankyung.com/politics/article/202112018285i
"두 늙은이가 집 한채씩 나눠갖고 이혼하면 되겠더라"…분노의 청원

https://www.hankyung.com/international/article/202112016114i
'K패션'에 1020세대 열광…'동대문브랜드' 200곳 일본에 뜬다 [정영효의 인사이드 재팬]

https://www.hankyung.com/economy/article/202112018037i
한국 주식 1조원 사들인 외국인…1170원대로 내려온 환율 [김익환의 외환·금융 워치]
- 오미크론 변이, 미국 중앙은행 통화정책의 긴축 속도가 더뎌질 것
- 한국 경제의 기초체력이 탄탄

https://www.hankyung.com/it/article/202112016859g
"머스크 단단히 화났다"…직원들에 '스페이스X' 파산 경고

https://www.hankyung.com/car/article/202112018682Y
'반도체난 여파' 완성차 11월 판매부진…내수 9개월째 감소세

https://www.hankyung.com/economy/article/2021120184781
GS, 카카오와 동맹…'실핏줄 배송망' 구축
- 3자배정 유상증자를 통해 카카오모빌리티에 650억원 투자, 카카오모빌리티 지분 1.3%보유
- 물류 분야 시너지 창출
1. 카카오모빌리티의 이동 수요 예측 등 빅데이터 분석 및 활용 기술 구축, 이걸 GS리테일의 물류 인프라에 도입
2. 카카오모빌리티와 GS리테일이 각자 운영하는 자체 물류 서비스에서의 협력 가능

https://www.hankyung.com/economy/article/2021120185381
[포토] 월 수출 600억달러 시대…무역 역사 새로 썼다

https://www.hankyung.com/economy/article/202112018626Y
높아진 대출문턱에 지난달 은행 가계대출 증가세 '주춤'

https://www.hankyung.com/economy/article/2021120185721
삼성ENG 올해 6.6조 수주
- 사우디아라비아 국영석유회사 아람코와 12억 3000만달러 규모의 가스처리 프로젝트 계약

https://www.hankyung.com/economy/article/202112018245g
"최악은 지났다"…11월 완성차 5개사 판매량 '회복세' [종합]

https://www.hankyung.com/economy/article/2021120183661
박성택 회장 신사업 승부수…'반도체 장비' 멜콘 품었다
- 멜콘 : 반도체 포토공정 핵심인 초정밀 온습도 공기조절장치 납품

https://www.hankyung.com/economy/article/202112018360Y
한전, 겨울철 전력수급 비상대응 체계 가동…"안정적 공급 총력"

https://www.hankyung.com/economy/article/202112018072Y
국회 산자위 소위 '반도체 특별법' 의결
- 정부가 반도체 등 전략기술 개발 사업을 수행할 수 있게 하고, 기술 개발 사업을 할 때 에비타당성 조사를 최대한 단축해서 받거나 아예 면제받을 수 있음
- 기재부가 예타 절차를 아예 면제할 수 있다는 조항 반대, 바뀔 수 있음

https://www.hankyung.com/economy/article/202112017945Y
정부 "요소수 가수요 상당부분 해소…시장 빠르게 안정세"

https://www.hankyung.com/economy/article/2021120161821
롯데, '플라잉카' 사업 진출…통합 모빌리티 플랫폼 만든다
- 헬스케어팀과 바이오팀 신설, 도심항공교통(UAM) 사업에도 진출
- 롯데정보통신, 전기차 충전과 차세대 지능형 교통시스템, 단,다차로 하이패스 등 교통 인프라와 운영 관제, 자율주행까지 모빌리티 사업의 밸류 체인을 구축

https://www.hankyung.com/economy/article/2021120161911
SK그룹, "美에 61조 투자…탄소감축 기여할 것"
- 18조 투자해 배터리 밸류체인 구축
SK이노베이션, SK아이테크놀로지(SKIET), SKC, SK넥실리스
- 수소, 풍력 등 친환경 에너지 관련 사업도 확대, SK E&S, SK에코플랜트

https://www.hankyung.com/economy/article/2021120161921
현대모비스, 소프트·하드웨어 결합 모빌리티社 '발돋움'

https://www.hankyung.com/society/article/2021120190327
[속보] 결국 오미크론에 뚫렸다…나이지리아 방문 부부 등 5명 확진

https://www.hankyung.com/politics/article/2021120190527
[속보] 여야, '경항모 사업 이견' 예산안 합의 불발…2일 최종 담판

https://news.naver.com/main/read.naver?mode=LSD&mid=shm&sid1=101&oid=032&aid=0003113464
이재명과 발 맞추는 민주당 “다주택자 양도세 완화도 검토”

https://news.naver.com/main/read.naver?mode=LSD&mid=shm&sid1=101&oid=421&aid=0005757099
한화, 美수소혼소 가스터빈 개조사업 수주…세계최초 40% 적용
- 수소혼소 가스터빈: 가스터빈에 수소와 천연가스를 함께 태워 발전하는 방식, 기존 액화천연가스 발전소의 노후화된 가스터빈을 적은 비용으로 개조해 사용하면서도 이산화탄소를 줄일 수 있음 

https://news.naver.com/main/read.naver?mode=LSD&mid=shm&sid1=101&oid=018&aid=0005097552
[단독]마켓컬리, 2500억 프리IPO 성공…몸값 4조원 넘었다(종합)

https://news.naver.com/main/read.naver?mode=LSD&mid=shm&sid1=101&oid=055&aid=0000937024
전기차에 들어가는 반도체 1천 개…너도나도 개발 경쟁

https://news.naver.com/main/read.naver?mode=LSD&mid=shm&sid1=101&oid=469&aid=0000644438
일주일 새 16% '털썩'… 바이든도 못 내린 국제유가, 오미크론이 쥐고 흔든다

https://news.naver.com/main/read.naver?mode=LSD&mid=shm&sid1=101&oid=421&aid=0005758853
포스코 이어 현대제철도 현대·기아 車강판 10만원대 인상

https://news.naver.com/main/read.naver?mode=LSD&mid=shm&sid1=101&oid=011&aid=0003991895
"새 장비·기술 경쟁서 밀리면 끝"···TSMC·인텔도 수십조 쏟아부어
- 삼성전자 32.9조원, 인텔 16.6조원, TSMC 21조원
- 고사양 저전력 반도체를 필요로 하는 미래 시장 수요에 부응하기 위해서
- 자율주행, 빅데이터, 고성능컴퓨팅(HPC) 등 초미세공정으로 생산하는 첨단 반도체를 필요로 하는 곳이 늘고 있다. 

https://news.naver.com/main/read.naver?mode=LSD&mid=shm&sid1=101&oid=015&aid=0004635383
"내년 영업이익 83%↑"…비에이치 주가 후끈
- 스마트폰부품사, 삼성전기의 기존 수주 물량이 대부분 비에이치에 할당될 것, 동남아 지역의 스마트폰 부품 공급 차질이 점차 완화되면서 주요 고객사의 생산도 정상화

https://news.naver.com/main/read.naver?mode=LSD&mid=shm&sid1=101&oid=009&aid=0004887371
변호사도 아닌데 대리급 연봉이 1억…요즘 20대 도전하는 이 직업
- 감정평가사
---> 감정평가는 어떤 물건을 담보로 맡기고 대출을 받으려고 할 때 가장 필요함, 즉 자산, 현물의 가치를 평가하는 것

 

 

1. 오미크론 변이.. 과연 그 영향은?

2. 갑자기 매파로 돌아선 파월, 파월의 입을 주목하자, 아마 연준의장 연임 조건이 인플레 잡는 것이겠지?

3. 메타버스, 클라우드, 반도체 강세