12.23 이슈 정리

https://www.hankyung.com/finance/article/2021122272411
"'앙꼬 없는 찐빵'에 투자한 꼴"…LG화학·SK이노 주주들 '분통'
- 물적분할 : 상장사가 핵심 사업부를 자회사로 쪼갠 뒤 재상장, 특정 사업부를 100% 자회사로 만들기 때문에 기존 주주에게는 신설법인 주식이 주어지지 않음
- LG화학, SK이노베이션, SK케미칼, CJENM 고점 대비 25% 넘게 급락, 이들 종목의 공통점은 회사의 핵심 사업부를 물적분할하겠다고 발표

https://www.hankyung.com/finance/article/2021122271461
"美증시 내년 상반기 10% 조정…빅테크 살 기회 온다"
- 올해 큰 폭 조정 없어 내년 '한방' 맞을 수도 하반기에는 반등할 것
- Fed, 중간선거 등 불확실한 변수 많아, 대형주, 경기방어주 함께 들고가야 안전
- 애플, MS, 아마존 이익, 현금흐름 좋아 과대평가 아니야
- S&P500 지수는 통상 1년에 한 번의 10% 조정과 약 세 번의 5% 조정을 거침, 올해 10% 수준의 조정이 나타나지 않았기 때문에 내년에 더 큰 조정이 발생할 가능성 높아 
- 조정의 끝 즈음에 경기 침체 위험이 낮게 유지된다면 그것은 곧 매수 기회
- Fed 내년 6월께 펜데믹 발생 이후 첫 번째 기준금리 인상을 시작할 것, 또 몇 번 금리를 올린 뒤 채권 매입으로 8조 8000억 달러 수준까지 늘어난 자산 축소에 나설 것

https://www.hankyung.com/economy/article/2021122275481
SK하이닉스 '인텔 낸드 인수' 中 승인 받았다
- 세계 낸드플래시 시장 3위였던 하이닉스, 이번 인수로 일본 기옥시아를 제치고 업계 2위로 올라설 전망
- 기업용 SSD 시장 1위 도약

https://www.hankyung.com/it/article/2021122272121
[단독] "입사 3년 만에 연봉 50% 올라"…LG CNS '파격'

https://www.hankyung.com/finance/article/2021122270941
이보다 더한 호재가 어디있나…'삼성·애플' 러브콜에 '환호'
- LCD 패널 가격 하락 그러나 OLED 패널 대거 적용될 것이라는 예상에 급등
- 업계에서는 LG디스플레이의 OLED 패널 매출 비중이 2019년 20% -> 50% 높아질 것 
- 삼성전자에 OLED TV 패널을 공급하는 것을 기정사실 
- XR 기기와 2025년 공개 예정인 '애플카'에도 LG디스플레이의 OLED가 탑재될 것

https://www.hankyung.com/economy/article/2021122271341
철근 팔아 '연매출 4500억' 대박난 이 회사의 놀라운 비결
- 국제 시황을 면밀하게 분석해 철근 가격 급등을 예측하고 고객사에 저렴할 때 철근을 구매할 것을 권유, 이 덕분에 유진과 거래하는 기업들은 가동 중단을 피함
- 미국 홈디포, 일본 릭실 등 선진국 건자재 유통사업의 성공 사례를 눈여겨본 뒤 내린 결정

https://www.hankyung.com/it/article/202112226784i
사노피, T세포 인게이저 개발사 1조5000억원에 인수[이우상의 글로벌워치]
- 사노피는 T세포 인게이저 및 사이토카인 치료법을 개발하는 아뮤닉스를 최대 12억 2500만달러에 인수한다고 발표
- 사노피는 최근 면역항암제 시장으로 사업 영역을 확장하는 모양새
- 국내에선 와이바이오로직스가 T세포 인게이저를 개발하고 있는 중

https://www.hankyung.com/finance/article/202112226658i
롤러코스터 탄 테슬라…주가 전망 극과극

https://www.hankyung.com/finance/article/2021122270961
정부만 바라보던 방산株 KAI…우주 성장株 변신 '카운트다운'
- 우주 성장 주의 전환
- 우주 개발 최대 수혜주

https://www.hankyung.com/finance/article/2021122270901
"내년 전기차 22만대 팔 것"…현대모비스, 3%대 급등
- 현대차그룹이 전기차 판매 목표 대수를 크게 올린 영향, 현대모비스는 현대차의 전기차 핵심 모듈을 공급하는 업체
- 현대차 그룹은 2026년 글로벌 전기차 판매 목표를 170만 대로 검토 중
- 높아진 전기차 판매 목표를 달성하기 위해 제품 개발 일정을 단축하고 있는 중

https://www.hankyung.com/economy/article/2021122275331
한전, 4.2조 UAE 해저 송전망사업 수주
- ANDOC의 해상유전시설에 전력을 공급하기 위해 2개 구간에서 총 259km의 해저 송전망을 건설한 후 35년간 운영하는 사업

https://www.hankyung.com/economy/article/202112227366Y
울진 그린수소 생산단지 조성되면 외국기업 투자
- 엘코젠과 넥스트에너지코퍼레이션은 울진 그린수소 생산단지가 조성되면 1천억원을 들여 200MW급 수전해 스택 공장을 건설할 예정
- 국내 최대 규모 원전에서 나오는 폐열과 값싼 전기를 활용해 청정 수소를 대량 생산할 수 있는 장점

https://www.hankyung.com/economy/article/2021122271391
탄소 포집·저장, 썩는 플라스틱…내년에도 'ESG 열풍' 계속된다
- 메타버스를 활용한 원격의료, 이산화탄소 포집 및 저장 등 ESG 관련 산업이 내년 이후 빠른 성장세 
- 전기-수소차 충전산업, 그린배터리산업, 스마트물류로봇산업, 그린수소 플랫폼 산업, 탄소 포집 및 활용 산업, 바이오플라스틱 산업 등이 선정

https://www.hankyung.com/economy/article/202112226907g
"삼성전자·현대차, 이건 참 잘했다"…경제기여액 '100조 클럽'