12.13 이슈정리

https://www.hankyung.com/finance/article/202112109871i
'131년 배당 귀족株' P&G 다시 보자
- 65년간 배당금 증가
- 5년간 연매출 3% 증가
- 배당수익률 2.4%

P&G
- 생활에 필수적인 소비재를 제조, 판매하는 기업으로 경제 상황과 무관하게 안정적인 실적을 내는 경기방어주
- 원자재 가격이 높아져?? - 가격 올리면 되고
- 코로나19 재확산, 오미크론 변이 -> 위생용품 수요 증가

https://www.hankyung.com/economy/article/2021121226611
EU 불허하나…현대중공업·대우조선 합병 '빨간불'
- EU, 독점 해소안 7일까지 요구, 현대중, 기한까지 제출 안해
- 내달 최종결정서 '불허' 가닥
- EU는 두 회사의 LNG선 시장 점유율이 60%가 넘는 점을 문제

https://www.hankyung.com/society/article/2021121225711
위중증 환자 또 사상 최다…수도권 병상 모두 동났다

https://www.hankyung.com/finance/article/2021121226951
"미국 주식 더 달린다"…월가 '빅3'가 뽑은 내년 유망주는?
- 애플, 아마존 강세, 디즈니도 성장주 톱픽
- 페이팔, 제약사 일라이릴리, 산업용 의료기기 회사 다나허, 주류회사 컨스텔레이션브랜즈 등도 유망주 리스트에
- 올해 주식시장에서 뒤처졌던 종목들이 내년 초 주도주가 될 수 있음
---> 버라이즌커뮤니케이션스, 암젠, 쉐이크쉑, 라스베이거스샌즈, 유나이티드항공
- 애플, 새로운 가상, 증강현실(VR, AR) 기기 출시는 내년 애플을 재평가하게 만들 것

https://www.hankyung.com/thepen/moneyist/article/202112070407Q
중국을 이해하려면 '베이징'을 보라[조평규의 베이징 본색]
- 베이징 이야기
1) 베이징 사람들은 중국 수도에 거주하고 있다는 자부심 강함, 부자보다 문인이나 가난한 학자를 대접하는 성향 강
2) 정치 이야기를 매우 좋아함, 역사적인 사건이 많이 일어나서 자기 나름의 정치관을 가지고 잇음
3) 정치 권력과 결탁하여 사업을 하는 관상이 발달한 곳, 정경유착이 심함
4) 전국에서 인재들이 모이는 곳, 중관촌은 유명 스타트업들이 집중적으로 모여 있는 중국의 실리콘밸리 

https://www.hankyung.com/it/article/202112097129i
글로벌 모바일 소비액 160조원…올 '최강 영향력' 입증한 서비스는? [김주완의 어쩌다IT]
- 2021년 세계적인 방역 규제 완화로 모바일 앱 경제의 성장률이 다소 둔화될 것이라는 전망이 우세, 하지만 전 세계 소비자 지출은 25% 다운로드는 8%나 증가
- 전 세계 소비자 지출액의 약 65%는 애플의 iOS에서 발생
- 비게임 부문, 엔터테인먼트 및 소셜 앱

https://www.hankyung.com/finance/article/2021121225761
테슬라 올라탄 명신산업 반등…"전기차시대 성장성 주목"
- 단기적 수급보다 중장기적 관점에서 명신산업의 성장성을 봐야할 것

https://www.hankyung.com/economy/article/2021121226531
"업종 구분 무의미…비금융 사업으로 영토 확장해야"
- 글로벌 금융사들이 여행, 쇼핑, 교육, 헬스케어 플랫폼으로 변신, 국내 전통 금융사들도 비금융 사업으로 다각화해야만 기업 가치를 끌어올릴 수 있음

https://www.hankyung.com/economy/article/202112111629i
"글로벌 기업도 코인 발행 러시…다양한 가상자산 공존할 것"
- 토큰화 시도가 늘고 있다는 점에 주목, 상업용 부동산, 채권 등의 투자 단위를 잘게 쪼개 개인투자자의 진입장벽을 확 낮출 수 있다는 설명 

https://www.hankyung.com/economy/article/2021121226481
트램·굴착기 이어 항공기까지…'수소 모빌리티'에 꽂힌 기업들
- 아마도 봤을 때, 소형차, 소형 선박 ----> 2차 전지 
- 대형차, 대형 선박, 항공기, 트램 ----> 수소전지

https://www.hankyung.com/economy/article/2021121226641
정부, 내년 상반기 전기·가스 요금 안 올린다

https://www.hankyung.com/economy/article/2021121226251
공급망 경쟁력 높인 LG전자, 전장 시장서 존재감 커졌다
- 차량용 오디오, 비디오, 내비게이션을 아우르는 AVN 부문은 글로벌 시장에서 올해 처음으로 두 자릿수 점유율을 달성할 전망 --> 3분기 10.9%

https://www.hankyung.com/economy/article/2021121226411
이러다 '소값 파동' 재연되나…한우값 하락 '경고등' 켜졌다

https://www.hankyung.com/economy/article/2021121225061
주거용 오피스텔을 상가로 임대할 때 유의할 점

https://www.hankyung.com/economy/article/202112122455Y
오미크론 여파 물류난에 컨테이너선 운임 5천선 '턱밑'까지 상승

https://www.hankyung.com/economy/article/202112122106Y
"수소경제 로드맵 이행 미흡…거래소 설립 등 생태계 육성해야"