https://antflying.tistory.com/ #개인투자자를 위한 블로그공간(일일시황,특징주,상승주,섹터분석,수급분석) #투자의 기초부터 쌓아가는 성장하는 컨텐츠(교육,시황,분석,칼럼) ko Wed, 15 Jul 2026 02:40:03 +0900 TISTORY 100 개미날다TV https://tistory1.daumcdn.net/tistory/4329833/attach/d30ff8aba3c146ef9371960edcca08fd https://antflying.tistory.com https://antflying.tistory.com/274 <p data-ke-size="size18">증권사&nbsp;추천&nbsp;종목&nbsp;【2021.01.20,수】</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210120_202435.png" data-origin-width="929" data-origin-height="662" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/buoL6s/btqT90lF6TK/bp0NbLxK77aLeLbLT0FrzK/img.png" data-phocus="https://blog.kakaocdn.net/dn/buoL6s/btqT90lF6TK/bp0NbLxK77aLeLbLT0FrzK/img.png" data-alt="증권사추천주"><img src="https://blog.kakaocdn.net/dn/buoL6s/btqT90lF6TK/bp0NbLxK77aLeLbLT0FrzK/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FbuoL6s%2FbtqT90lF6TK%2Fbp0NbLxK77aLeLbLT0FrzK%2Fimg.png" data-filename="20210120_202435.png" data-origin-width="929" data-origin-height="662" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>증권사추천주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>▶️&nbsp;종목별&nbsp;증권사&nbsp;주요&nbsp;의견&nbsp;(1월&nbsp;20일) <br /><br /><br />●현대모비스 <br />양호한&nbsp;실적,&nbsp;2021년&nbsp;실적&nbsp;대폭&nbsp;개선&nbsp;전망 <br />4Q20Preview:&nbsp;글로벌&nbsp;완성차&nbsp;생산의&nbsp;회복 <br />2021년&nbsp;실적&nbsp;대폭&nbsp;개선&nbsp;전망,&nbsp;아이오닉&nbsp;출시&nbsp;수혜 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;40만원&nbsp;/&nbsp;유진투자&nbsp;이재일 <br /><br />●현대위아 <br />신규사업&nbsp;성과&nbsp;가시화 <br />장기&nbsp;성장&nbsp;신뢰도&nbsp;상승,&nbsp;투자의견&nbsp;상향 <br />전기동력차&nbsp;주요부품&nbsp;공급기업으로의&nbsp;중장기&nbsp;Valuation&nbsp;재평가&nbsp;기대 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;13만원&nbsp;/&nbsp;NH증권&nbsp;조수홍 <br /><br />●한솔테크닉스 <br />2021년&nbsp;그림이&nbsp;달라진다. <br />성장성은&nbsp;더&nbsp;강화되고&nbsp;이익&nbsp;체력도&nbsp;좋아진다 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;16,000원&nbsp;/&nbsp;유안타&nbsp;안주원 <br /><br />●와이지엔터테인먼트 <br />단기&nbsp;기대&nbsp;요소&nbsp;풍부 <br />작년부터&nbsp;과거와&nbsp;확연히&nbsp;달라진&nbsp;모습을&nbsp;보여주고&nbsp;있음 <br />소속&nbsp;아티스트들의&nbsp;잦은&nbsp;컴백,&nbsp;온라인&nbsp;콘서트&nbsp;진행&nbsp;등&nbsp;아티스트&nbsp;수익화&nbsp;속도가&nbsp;과거대비&nbsp;빨라지고&nbsp;있음 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;57,000원&nbsp;/&nbsp;KTB증권&nbsp;남효지 <br /><br />●더존비즈온 <br />4Q20&nbsp;Preview:&nbsp;계절적&nbsp;성수기와&nbsp;K&nbsp;비대면바우처&nbsp;효과 <br />2021년&nbsp;매출액&nbsp;3,480억원(YoY&nbsp;+14.8%),&nbsp;영업이익&nbsp;913억원(YoY&nbsp;+19.2%,&nbsp;OPM&nbsp;26.2%)&nbsp;전망 <br />Wehago&nbsp;도입&nbsp;고객&nbsp;증가&nbsp;&rarr;&nbsp;데이터&nbsp;가치&nbsp;상승&nbsp;&rarr;&nbsp;핀테크&nbsp;등으로&nbsp;활용&nbsp;가능&nbsp;&rarr;&nbsp;추가적인&nbsp;Upside&nbsp;기대 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;135,000원&nbsp;/&nbsp;리딩증권&nbsp;오승택 <br /><br />●엔씨소프트 <br />4분기&nbsp;영업이익&nbsp;1,721&nbsp;억원으로&nbsp;QoQ&nbsp;-19%,&nbsp;YoY&nbsp;+25%&nbsp;전망 <br />1분기&nbsp;강력&nbsp;모멘텀&nbsp;집중 <br />1분기&nbsp;블소2&nbsp;&amp;&nbsp;리2M&nbsp;해외론칭에&nbsp;트릭스터M까지&nbsp;가세 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;115만원&nbsp;/&nbsp;현대차증권&nbsp;김현용 <br /><br />●심텍 <br />올해도&nbsp;성장은&nbsp;지속된다 <br />메모리&nbsp;반도체&nbsp;호황과&nbsp;mSAP&nbsp;비중&nbsp;증가&nbsp;지속 <br />2H21부터&nbsp;DDR4&nbsp;&rarr;&nbsp;DDR5로&nbsp;전환&nbsp;매출&nbsp;발생&nbsp;시작 <br />NR&nbsp;/&nbsp;리딩증권&nbsp;신지훈 <br /><br />●인텍플러스 <br />유리하게&nbsp;짜여진&nbsp;판 <br />목표주가&nbsp;20%&nbsp;상향,&nbsp;구조적&nbsp;성장&nbsp;나타나는&nbsp;중 <br />고객사의&nbsp;파운드리&nbsp;외주&nbsp;정책은&nbsp;새로운&nbsp;기회 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;21,000원&nbsp;/&nbsp;한투증권&nbsp;임예림 <br /><br />●해성디에스 <br />가보지&nbsp;않은&nbsp;길을&nbsp;가다 <br />글로벌&nbsp;차량용&nbsp;리드프레임&nbsp;Player <br />차량용&nbsp;리드프레임&nbsp;실적&nbsp;기여도&nbsp;매년&nbsp;확대 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;42,000원&nbsp;/&nbsp;하나금투&nbsp;김록호 <br /><br />●삼성카드 <br />4Q20&nbsp;Preview:&nbsp;2021년을&nbsp;미리&nbsp;바라보기 <br />선제적&nbsp;충당금&nbsp;적립으로&nbsp;순이익은&nbsp;컨센서스&nbsp;소폭&nbsp;하회 <br />카드&nbsp;이용금액과&nbsp;조달비용률&nbsp;추세는&nbsp;양호 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;4만원&nbsp;/&nbsp;한투증권&nbsp;백두산 <br /><br />●한독크린텍 <br />4Q20&nbsp;탑픽&nbsp;Preview&nbsp;#1:&nbsp;2021년&nbsp;필터&nbsp;수요&nbsp;지속&nbsp;+&nbsp;신규&nbsp;고객사&nbsp;확보로&nbsp;연간&nbsp;최대&nbsp;실적&nbsp;또&nbsp;다시 <br />21년&nbsp;필터&nbsp;수요&nbsp;지속&nbsp;+&nbsp;신규고객사&nbsp;확보로&nbsp;최대&nbsp;실적&nbsp;예상 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;43,300원&nbsp;/&nbsp;하나금투&nbsp;정민구 <br /><br />●연우 <br />4분기&nbsp;영업이익&nbsp;YoY&nbsp;46%&nbsp;증가&nbsp;전망 <br />2021년&nbsp;진짜&nbsp;실력을&nbsp;보이다,&nbsp;영업이익&nbsp;250억원(YoY&nbsp;58%)&nbsp;증가&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;29,000원&nbsp;/&nbsp;하나금투&nbsp;박종대 <br /><br />●유한양행 <br />글로벌&nbsp;신약&nbsp;성공&nbsp;가능성&nbsp;높아지는&nbsp;렉라자 <br />렉라자,&nbsp;글로벌&nbsp;Best-in-class&nbsp;신약&nbsp;기대 <br />4분기&nbsp;실적&nbsp;대체로&nbsp;부합&nbsp;예상 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;99,000원&nbsp;/&nbsp;키움증권&nbsp;허혜민 <br /><br />●게임빌 <br />컴투스&nbsp;가치&nbsp;상승&nbsp;시&nbsp;동사&nbsp;가치&nbsp;상승&nbsp;레버리지&nbsp;효과&nbsp;발생 <br />4Q20&nbsp;Preview:&nbsp;자체실적&nbsp;OP&nbsp;QoQ&nbsp;흑전,&nbsp;연결실적&nbsp;QoQ&nbsp;반등&nbsp;전망 <br />컴투스&nbsp;가치&nbsp;상승&nbsp;시&nbsp;동사&nbsp;가치&nbsp;상승&nbsp;레버리지&nbsp;효과&nbsp;+&nbsp;자체손익&nbsp;턴어라운드&nbsp;가능성이란&nbsp;꽃놀이패&nbsp;옵션&nbsp;보유 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;48,000원&nbsp;/&nbsp;이베스트&nbsp;성종화 <br /><br />●대림산업 <br />분할&nbsp;이후&nbsp;본격적인&nbsp;재평가&nbsp;시작될&nbsp;것 <br />4Q20&nbsp;Preview:&nbsp;매출&nbsp;3.1조원,&nbsp;영업이익&nbsp;3,640억원&nbsp;전망 <br />분할&nbsp;이후&nbsp;방향성은&nbsp;지주사와&nbsp;사업회사&nbsp;모두&nbsp;긍정적 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;128,000원&nbsp;/&nbsp;하나금투&nbsp;윤승현 <br /><br />●현대제철 <br />시련&nbsp;넘어&nbsp;회복의&nbsp;시기 <br />여전히&nbsp;낮은&nbsp;PBR&nbsp;멀티플과&nbsp;실적&nbsp;개선이&nbsp;주가&nbsp;상승&nbsp;이끌&nbsp;전망 <br />2020년&nbsp;4분기&nbsp;실적은&nbsp;일회성&nbsp;비용&nbsp;반영으로&nbsp;시장&nbsp;기대치&nbsp;하회&nbsp;추정 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;55,000원&nbsp;/&nbsp;NH증권&nbsp;변종만 <br /><br />●브이원텍 <br />2021년,&nbsp;2차전지&nbsp;매출&nbsp;확대와&nbsp;디스플레이&nbsp;턴어라운드가&nbsp;동시에&nbsp;진행 <br />브이원텍,&nbsp;2차전지/디스플레이&nbsp;관련&nbsp;SW&nbsp;및&nbsp;검사장비&nbsp;업체 <br />2차전지&nbsp;투자&nbsp;확대&nbsp;지속&nbsp;및&nbsp;디스플레이&nbsp;턴어라운드&nbsp;수혜&nbsp;예상 <br />NR&nbsp;/&nbsp;유안타&nbsp;박진형 <br /><br />●코프라 <br />실적&nbsp;개선&nbsp;중인&nbsp;자동차&nbsp;소재&nbsp;업체,&nbsp;자동차&nbsp;경량화&nbsp;수혜&nbsp;기대 <br />2021년&nbsp;매출&nbsp;성장&nbsp;31.1%,&nbsp;2019년/2020년에&nbsp;이어&nbsp;안정적&nbsp;실적&nbsp;성장 <br />글로벌&nbsp;사업&nbsp;확장에&nbsp;따른&nbsp;주가&nbsp;매력&nbsp;확대&nbsp;국면,&nbsp;주가&nbsp;상승&nbsp;기대되는&nbsp;시점 <br />NR&nbsp;/&nbsp;유안타&nbsp;박진형 <br /><br />●큐렉소 <br />자체&nbsp;개발&nbsp;의료로봇의&nbsp;해외&nbsp;진출&nbsp;가시화,&nbsp;기대감&nbsp;가질&nbsp;시점 <br />2021년은&nbsp;자체&nbsp;개발&nbsp;의료로봇의&nbsp;본격적인&nbsp;해외진출이&nbsp;진행되는&nbsp;한&nbsp;해 <br />2020년&nbsp;흑자전환/2021년&nbsp;실적&nbsp;성장&nbsp;가시화될&nbsp;것으로&nbsp;전망 <br />NR&nbsp;/&nbsp;유안타&nbsp;박진형 <br /><br />●서울옥션 <br />최악을&nbsp;지나&nbsp;최고의&nbsp;해가&nbsp;될&nbsp;2021년 <br />매출액과&nbsp;영업이익&nbsp;가격&nbsp;올라가는&nbsp;중 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;11,000원&nbsp;/&nbsp;유안타&nbsp;안주원 <br /><br />●한국전력 <br />무서운&nbsp;V자&nbsp;반등 <br />4Q20&nbsp;Preview:&nbsp;낮아진&nbsp;발전단가,&nbsp;낮아진&nbsp;석탄&nbsp;이용률&nbsp;=&nbsp;컨센서스&nbsp;부합 <br />연료비&nbsp;연동제의&nbsp;그늘:&nbsp;2021년&nbsp;영업이익&nbsp;크게&nbsp;하향(4.0조원&rarr;1.7조원) <br />BUY&nbsp;/&nbsp;목표주가&nbsp;32,000원&nbsp;/&nbsp;메리츠&nbsp;문경원 <br /><br />●엠씨넥스 <br />전장업체로의&nbsp;도약&nbsp;시작 <br />전장매출&nbsp;본격&nbsp;상승,&nbsp;국내&nbsp;고객사&nbsp;내&nbsp;높은&nbsp;점유율로&nbsp;시장&nbsp;성장&nbsp;향유 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;7만원&nbsp;/&nbsp;유진투자&nbsp;노경탁 <br /><br />●이오플로우 <br />인슐렛&nbsp;그&nbsp;이상으로&nbsp;변모&nbsp;중 <br />신사업&nbsp;진출&nbsp;및&nbsp;연구개발&nbsp;가속화&nbsp;위한&nbsp;350억원&nbsp;규모&nbsp;CB&nbsp;발행&nbsp;공시 <br />자금&nbsp;조달을&nbsp;통한&nbsp;인슐렛&nbsp;그&nbsp;이상으로&nbsp;변모하기&nbsp;위한&nbsp;기틀&nbsp;마련 <br />NR&nbsp;/&nbsp;신한금투&nbsp;이동건 <br /><br />●롯데쇼핑 <br />지속적인&nbsp;체질&nbsp;개선,&nbsp;온라인으로&nbsp;성장&nbsp;주도 <br />지속적인&nbsp;적자&nbsp;점포&nbsp;구조조정으로&nbsp;수익성&nbsp;개선 <br />중장기&nbsp;성장&nbsp;동력은&nbsp;온라인,&nbsp;롯데ON <br />BUY&nbsp;/&nbsp;목표주가&nbsp;145,000원&nbsp;/&nbsp;DS증권&nbsp;최재호 <br /><br />●코윈테크 <br />2차전지&nbsp;생산&nbsp;공정에&nbsp;특화된&nbsp;스마트팩토리&nbsp;자동화시스템&nbsp;전문기업 <br />세계&nbsp;유일의&nbsp;2&nbsp;차전지&nbsp;전(全)공정&nbsp;자동화&nbsp;시스템&nbsp;구축&nbsp;가능&nbsp;기업 <br />2021E&nbsp;매출액&nbsp;1,150&nbsp;억원,&nbsp;영업이익&nbsp;250&nbsp;억원&nbsp;전망 <br />NR&nbsp;/&nbsp;SK증권&nbsp;서충우 <br /><br />●베스파 <br />2021년&nbsp;재도약의&nbsp;원년 <br />애니메이션을&nbsp;통한&nbsp;킹스레이드&nbsp;흥행&nbsp;가능성&nbsp;확인 <br />4개의&nbsp;의미있는&nbsp;신작&nbsp;출시&nbsp;예정(2021년&nbsp;3개,&nbsp;2022년&nbsp;1개) <br />NR&nbsp;/&nbsp;키움증권&nbsp;박재일 <br /><br />●엠투아이 <br />반도체&nbsp;산업&nbsp;호황에&nbsp;따른&nbsp;직접적인&nbsp;수혜가&nbsp;예상되는&nbsp;한&nbsp;해 <br />스마트HMI&nbsp;등&nbsp;스마트팩토리&nbsp;토털&nbsp;솔루션&nbsp;전문기업 <br />사회적&nbsp;변화&nbsp;및&nbsp;언택트&nbsp;문화&nbsp;확산에&nbsp;따른&nbsp;스마트팩토리&nbsp;도입&nbsp;가속화&nbsp;예상 <br />NR&nbsp;/&nbsp;SK증권&nbsp;서충우 <br /><br />●티라유텍 <br />주요&nbsp;고객사의&nbsp;적극적인&nbsp;스마트팩토리&nbsp;전환에&nbsp;따른&nbsp;실적&nbsp;고성장&nbsp;전망! <br />㈜SK&nbsp;의&nbsp;스마트팩토리&nbsp;전략적&nbsp;파트너! <br />2021E&nbsp;매출액&nbsp;455&nbsp;억원(+29%YoY),&nbsp;영업이익&nbsp;80&nbsp;억원(+3,900%YoY)&nbsp;전망 <br />NR&nbsp;/&nbsp;SK증권&nbsp;서충우</p> 【증권사의견】종목별 의견 롯데쇼핑 베스파 서울옥션 엠투아이 연우 유한양행 이오플로우 코윈테크 티라유텍 한국전력 개미날다TV https://antflying.tistory.com/274 https://antflying.tistory.com/274#entry274comment Wed, 20 Jan 2021 20:32:03 +0900 https://antflying.tistory.com/273 <p data-ke-size="size18">장중&nbsp;특징주&nbsp;(2021.01.20,수)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210120_202511.png" data-origin-width="844" data-origin-height="680" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/CDcwP/btqUeisyTS5/5xwWtIuhhl5fO7Y8TKHFK1/img.png" data-phocus="https://blog.kakaocdn.net/dn/CDcwP/btqUeisyTS5/5xwWtIuhhl5fO7Y8TKHFK1/img.png" data-alt="특징주"><img src="https://blog.kakaocdn.net/dn/CDcwP/btqUeisyTS5/5xwWtIuhhl5fO7Y8TKHFK1/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FCDcwP%2FbtqUeisyTS5%2F5xwWtIuhhl5fO7Y8TKHFK1%2Fimg.png" data-filename="20210120_202511.png" data-origin-width="844" data-origin-height="680" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>특징주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[2021년&nbsp;1월20일&nbsp;장중특징주] <br /><br />■&nbsp;기아차 <br />애플카&nbsp;생산설에&nbsp;이틀연속&nbsp;급등 <br /><br />■&nbsp;유진로봇 <br />기아차-애플카&nbsp;협력설&uarr;&nbsp;자율주행&nbsp;관련&nbsp;기술&nbsp;부각에&nbsp;상승 <br /><br />■&nbsp;센트랄모텍 <br />애플카&nbsp;기아&nbsp;협력&nbsp;기대...국내&nbsp;유일&nbsp;생산부품&nbsp;공급&nbsp;부각에&nbsp;상승 <br /><br />■&nbsp;디앤씨미디어,&nbsp;대원미디어,&nbsp;미스터블루,&nbsp;키다리스튜디오 <br />네이버,&nbsp;글로벌&nbsp;웹소설&nbsp;플랫폼&nbsp;'왓패드'&nbsp;6천500억&nbsp;인수&nbsp;소식에&nbsp;웹툰관련주&nbsp;상승 <br /><br />■&nbsp;엠씨넥스 <br />전장&nbsp;매출&nbsp;본격&nbsp;상승&nbsp;기대에&nbsp;강세 <br /><br />■&nbsp;위지윅스튜디오 <br />종합&nbsp;제작사&nbsp;성장&nbsp;기대에&nbsp;강세 <br /><br />■&nbsp;LG전자 <br />모바일사업&nbsp;매각&nbsp;검토&nbsp;및&nbsp;상생펀드&nbsp;협력사&nbsp;확대&nbsp;소식에&nbsp;강세 <br /><br />■&nbsp;쎄트렉아이,&nbsp;켄코아에어로스페이스,&nbsp;비츠로테크 <br />'항공&nbsp;우주산업&nbsp;성장'&nbsp;기대감에&nbsp;상승 <br /><br />■&nbsp;에코캡 <br />전기차&nbsp;테마&nbsp;속&nbsp;북미&nbsp;전기&nbsp;및&nbsp;전자장치&nbsp;자동차&nbsp;부품&nbsp;공급&nbsp;부각에&nbsp;상승 <br /><br />■&nbsp;한국비엔씨 <br />코로나19&nbsp;치료&nbsp;후보물질&nbsp;미국&nbsp;임상2상&nbsp;1단계&nbsp;FDA&nbsp;심사&nbsp;결과,&nbsp;효과&nbsp;및&nbsp;안전성&nbsp;확인에&nbsp;상승 <br /><br />■&nbsp;대한과학 <br />조달청과&nbsp;75억원&nbsp;규모&nbsp;'실험실용초저온냉동고'&nbsp;계약&nbsp;체결&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;마이더스AI <br />美&nbsp;마리화나&nbsp;재배시설&nbsp;인수에&nbsp;상승 <br /><br />■&nbsp;삼화네트웍스 <br />OTT시장&nbsp;확대&nbsp;기대감에&nbsp;상승 <br /><br />■&nbsp;구영테크 <br />기아차&nbsp;애플카&nbsp;생산설에&nbsp;상한가 <br /><br />■&nbsp;우리산업 <br />미국&nbsp;전기차&nbsp;스타트업체&nbsp;리비안&nbsp;약&nbsp;3조원&nbsp;자금조달&nbsp;성공,&nbsp;PTC히터&nbsp;공급부각에&nbsp;상승</p> 【특징주】 일일 특징주 구영테크 대한과학 비츠로테크 삼화네트웍스 쎄트렉아이 에코캡 우리산업 켄코아에어로스페이스 한국비엔씨 개미날다TV https://antflying.tistory.com/273 https://antflying.tistory.com/273#entry273comment Wed, 20 Jan 2021 20:29:44 +0900 https://antflying.tistory.com/272 <p data-ke-size="size18">&nbsp;상승률&nbsp;TOP&nbsp;30&nbsp;종목&nbsp;(2021.01.20,수)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210120_202455.png" data-origin-width="1030" data-origin-height="737" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/So2vT/btqUf0EXgzZ/mKApIofYFiAjrCK9GM44f0/img.png" data-phocus="https://blog.kakaocdn.net/dn/So2vT/btqUf0EXgzZ/mKApIofYFiAjrCK9GM44f0/img.png" data-alt="급등주,테마주"><img src="https://blog.kakaocdn.net/dn/So2vT/btqUf0EXgzZ/mKApIofYFiAjrCK9GM44f0/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FSo2vT%2FbtqUf0EXgzZ%2FmKApIofYFiAjrCK9GM44f0%2Fimg.png" data-filename="20210120_202455.png" data-origin-width="1030" data-origin-height="737" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>급등주,테마주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>2021년&nbsp;1월&nbsp;20일&nbsp;상승률&nbsp;TOP30 <br /><br /><br />1.&nbsp;구영테크(29.97%)&nbsp;:&nbsp;기아차,&nbsp;애플카&nbsp;생산&nbsp;담당설&nbsp;등에&nbsp;자동차부품&nbsp;테마&nbsp;상승&nbsp;속&nbsp;상한가 <br /><br />2.&nbsp;키이스트(29.93%)&nbsp;:&nbsp;영상콘텐츠&nbsp;테마&nbsp;상승&nbsp;속&nbsp;올해&nbsp;드라마&nbsp;1차&nbsp;라인업&nbsp;발표&nbsp;등에&nbsp;상한가 <br /><br />3.&nbsp;한국비엔씨(29.89%)&nbsp;:&nbsp;코로나19&nbsp;치료&nbsp;후보물질,&nbsp;美&nbsp;FDA&nbsp;효과&middot;안정성&nbsp;확인&nbsp;소식에&nbsp;상한가 <br /><br />4.&nbsp;유진로봇(29.87%)&nbsp;:&nbsp;기아차,&nbsp;애플카&nbsp;생산&nbsp;담당설&nbsp;등에&nbsp;자율주행차&nbsp;테마&nbsp;상승&nbsp;속&nbsp;상한가 <br /><br />5.&nbsp;골드퍼시픽(29.83%)&nbsp;:&nbsp;한국파마&nbsp;생산&nbsp;코로나19&nbsp;치료제,&nbsp;제넨셀&nbsp;인도&nbsp;임상2상&nbsp;완료&nbsp;속&nbsp;95%&nbsp;효과&nbsp;확인&nbsp;사실&nbsp;재부각&nbsp;속&nbsp;컨소시엄&nbsp;참여&nbsp;자회사&nbsp;에이피알지,&nbsp;원료의약품&nbsp;생산&nbsp;부각&nbsp;지속에&nbsp;상한가 <br /><br />6.&nbsp;글로벌에스엠(29.65%)&nbsp;:&nbsp;이재명&nbsp;관련주&nbsp;부인&nbsp;조회공시&nbsp;답변&nbsp;속&nbsp;상한가 <br /><br />7.&nbsp;동원금속(29.49%)&nbsp;:&nbsp;기아차,&nbsp;애플카&nbsp;생산&nbsp;담당설&nbsp;등에&nbsp;자동차부품&nbsp;테마&nbsp;상승&nbsp;속&nbsp;상한가 <br /><br />8.&nbsp;듀오백(24.49%)&nbsp;:&nbsp;이재명&nbsp;테마&nbsp;상승&nbsp;속&nbsp;e스포츠&nbsp;정책&nbsp;부각에&nbsp;급등 <br /><br />9.&nbsp;코리아써키트(21.2%)&nbsp;:&nbsp;반도체&nbsp;테마&nbsp;상승&nbsp;속 <br /><br />10.&nbsp;컴퍼니케이(20.48%)&nbsp;:&nbsp;한국비앤씨&nbsp;상한가&nbsp;속&nbsp;관련주로&nbsp;부각되며&nbsp;급등&nbsp;추정 <br /><br />11.&nbsp;SK네트웍스(19.72%)&nbsp;:&nbsp;정의선-최태원&nbsp;회장,&nbsp;현대차와의&nbsp;합작&nbsp;전기차&nbsp;전용&nbsp;초급속&nbsp;충전소&nbsp;방문&nbsp;예정&nbsp;소식에&nbsp;급등 <br /><br />12.&nbsp;성안(19.66%)&nbsp;:&nbsp;시장에서&nbsp;이재명&nbsp;관련주로&nbsp;부각되며&nbsp;급등 <br /><br />13.&nbsp;엔지스테크널러지(19.11%)&nbsp;:&nbsp;기아차,&nbsp;애플카&nbsp;생산&nbsp;담당설&nbsp;등에&nbsp;자율주행차&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />14.&nbsp;인텍플러스(18.73%)&nbsp;:&nbsp;반도체&nbsp;관련주&nbsp;상승&nbsp;속&nbsp;검사장비&nbsp;수주&nbsp;확대&nbsp;전망&nbsp;등에&nbsp;급등 <br /><br />15.&nbsp;쎄트렉아이(17.25%)&nbsp;:&nbsp;우주항공산업&nbsp;테마&nbsp;상승&nbsp;속&nbsp;지속적인&nbsp;성장&nbsp;기대감&nbsp;지속에&nbsp;급등 <br /><br />16.&nbsp;한독크린텍(16.63%)&nbsp;:&nbsp;올해&nbsp;연간&nbsp;최대&nbsp;실적&nbsp;갱신&nbsp;기대감&nbsp;등에&nbsp;급등 <br /><br />17.&nbsp;삼목에스폼(16.43%)&nbsp;:&nbsp;주택&nbsp;공급확대&nbsp;정책&nbsp;기대감&nbsp;지속&nbsp;등에&nbsp;일부&nbsp;리모델링/인테리어&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />18.&nbsp;WISCOM(15.97%)&nbsp;:&nbsp;상승&nbsp;이유&nbsp;알&nbsp;수&nbsp;없음 <br /><br />19.&nbsp;모아텍(15.84%)&nbsp;:&nbsp;기아차,&nbsp;애플카&nbsp;생산&nbsp;담당설&nbsp;등에&nbsp;관련주로&nbsp;부각되며&nbsp;급등 <br /><br />20.&nbsp;디와이(15.31%)&nbsp;:&nbsp;기아차,애플카&nbsp;생산&nbsp;담당설&nbsp;등에&nbsp;자동차부품&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />21.&nbsp;삼화네트웍스(15.16%)&nbsp;:&nbsp;넷플릭스,&nbsp;누적&nbsp;가입자&nbsp;2억명&nbsp;돌파&nbsp;소식&nbsp;등에&nbsp;영상콘텐츠&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />22.&nbsp;박셀바이오(14.61%)&nbsp;:&nbsp;항암&nbsp;면역세포치료제&nbsp;기대감에&nbsp;급등&nbsp;추정 <br /><br />23.&nbsp;쎌마테라퓨틱스(13.92%)&nbsp;:&nbsp;이재명&nbsp;테마&nbsp;상승&nbsp;속&nbsp;관련주로&nbsp;부각되며&nbsp;급등 <br /><br />24.&nbsp;팬엔터테인먼트(13.87%)&nbsp;:&nbsp;넷플릭스,&nbsp;누적&nbsp;가입자&nbsp;2억명&nbsp;돌파&nbsp;소식&nbsp;등에&nbsp;영상콘텐츠&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />25.&nbsp;조광피혁(13.52%)&nbsp;:&nbsp;품절주,&nbsp;슈퍼개미&nbsp;소송&nbsp;제기&nbsp;보도&nbsp;속&nbsp;급등 <br /><br />26.&nbsp;글로스퍼랩스(13.24%)&nbsp;:&nbsp;의료/바이오&nbsp;사업&nbsp;다각화&nbsp;및&nbsp;매각&nbsp;기대감에&nbsp;급등&nbsp;추정 <br /><br />27.&nbsp;LG전자(12.84%)&nbsp;:&nbsp;스마트폰&nbsp;사업&nbsp;매각&nbsp;가능성에&nbsp;급등 <br /><br />28.&nbsp;백금T&amp;A(12.72%)&nbsp;:&nbsp;상승&nbsp;이유&nbsp;알&nbsp;수&nbsp;없음 <br /><br />29.&nbsp;해성디에스(12.58%)&nbsp;:&nbsp;반도체&nbsp;관련주&nbsp;상승&nbsp;속&nbsp;차량용&nbsp;리드프레임&nbsp;수요&nbsp;증가에&nbsp;따른&nbsp;고성장&nbsp;전망&nbsp;등에&nbsp;급등 <br /><br />30.&nbsp;토비스(12.57%)&nbsp;:&nbsp;상승&nbsp;이유&nbsp;알&nbsp;수&nbsp;없음 <br /><br /><br />[이재명&nbsp;관련주] <br />글로벌에스엠,&nbsp;듀오백,&nbsp;성안,&nbsp;쎌마테라퓨틱스 <br /><br /><br />[기아차,&nbsp;애플카&nbsp;관련주] <br />구영테크,&nbsp;유진로봇,&nbsp;동원금속,&nbsp;모아텍디와이</p> 【상승률TOP】일일상승률TOP LG전자 구영테크 동원금속 듀오백 모아텍디와이 성안 쎌마테라퓨틱스 유진로봇 조광피혁 팬엔터테인먼트 개미날다TV https://antflying.tistory.com/272 https://antflying.tistory.com/272#entry272comment Wed, 20 Jan 2021 20:28:02 +0900 https://antflying.tistory.com/271 <p data-ke-size="size18">증권사&nbsp;추천&nbsp;종목&nbsp;【2021.01.19,화】</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210120_201645.png" data-origin-width="923" data-origin-height="673" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/cvgfyI/btqUcz9bwmE/FaMY0mHBjrmYaRPMbFknG1/img.png" data-phocus="https://blog.kakaocdn.net/dn/cvgfyI/btqUcz9bwmE/FaMY0mHBjrmYaRPMbFknG1/img.png" data-alt="증권사추천주"><img src="https://blog.kakaocdn.net/dn/cvgfyI/btqUcz9bwmE/FaMY0mHBjrmYaRPMbFknG1/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FcvgfyI%2FbtqUcz9bwmE%2FFaMY0mHBjrmYaRPMbFknG1%2Fimg.png" data-filename="20210120_201645.png" data-origin-width="923" data-origin-height="673" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>증권사추천주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>▶️&nbsp;종목별&nbsp;증권사&nbsp;주요&nbsp;의견&nbsp;(1월&nbsp;19일) <br /><br /><br />●PI첨단소재 <br />전방&nbsp;시장&nbsp;확장&nbsp;속&nbsp;PI&nbsp;공급&nbsp;부족&nbsp;심화 <br />모바일&nbsp;및&nbsp;자동차향&nbsp;PI필름&nbsp;수요&nbsp;호조 <br />중저가&nbsp;OLED,&nbsp;자동차&nbsp;등&nbsp;전방&nbsp;시장&nbsp;확대 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;5만원&nbsp;/&nbsp;하나금투&nbsp;김현수 <br /><br />●한미반도체 <br />주력&nbsp;장비&nbsp;수주&nbsp;견조해&nbsp;2020년&nbsp;4분기&nbsp;매출이&nbsp;3분기&nbsp;수준&nbsp;유지 <br />2020년&nbsp;별도&nbsp;실적,&nbsp;매출&nbsp;+114%&nbsp;Y/Y,&nbsp;영업이익&nbsp;+361%&nbsp;Y/Y <br />달라진&nbsp;모습 <br />NR&nbsp;/&nbsp;하나금투&nbsp;김경민 <br /><br />●포스코케미칼 <br />유럽진출&nbsp;선두업체로써&nbsp;프리미엄&nbsp;타당 <br />4Q20&nbsp;Preview&nbsp;:&nbsp;이차전지&nbsp;소재&nbsp;성장&nbsp;지속 <br />유럽&nbsp;진출&nbsp;선두업체로써&nbsp;프리미엄&nbsp;부여&nbsp;필요 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;146,000원&nbsp;/&nbsp;유안타&nbsp;김광진 <br /><br />●SK머티리얼즈 <br />4분기&nbsp;실적&nbsp;양호 <br />신규&nbsp;아이템,&nbsp;이제&nbsp;세어&nbsp;보기도&nbsp;힘들다 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;40만원&nbsp;/&nbsp;DB금투&nbsp;어규진 <br /><br />●일진머티리얼즈 <br />LG에너지솔루션이&nbsp;책정한&nbsp;동박의&nbsp;적정&nbsp;가치 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;88,000원&nbsp;/&nbsp;미래에셋&nbsp;김철중 <br /><br />●해성디에스 <br />4Q20&nbsp;Review:&nbsp;외부&nbsp;변수로&nbsp;기대치&nbsp;하회 <br />2021년&nbsp;자동차로&nbsp;일낸다.&nbsp;차량용&nbsp;리드프레임&nbsp;실적&nbsp;상향 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;35,000원&nbsp;/&nbsp;하나금투&nbsp;김록호 <br /><br />●삼성전기 <br />부품&nbsp;쇼티지&nbsp;수혜의&nbsp;선봉 <br />4Q20&nbsp;예상치에&nbsp;부합&nbsp;가능 <br />1분기부터&nbsp;바쁘다,&nbsp;21년&nbsp;1조원&nbsp;이상&nbsp;영업이익&nbsp;기대 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;25만원&nbsp;/&nbsp;DB금투&nbsp;권성률 <br /><br />●대우건설 <br />주택&nbsp;착공&nbsp;수주잔고와&nbsp;주택공급을&nbsp;고려하면,&nbsp;올해부터&nbsp;실적&nbsp;턴어라운드에&nbsp;대한&nbsp;가시성&nbsp;확대 <br />약점이었던&nbsp;해외부문&nbsp;역시&nbsp;개선이&nbsp;기대되며,&nbsp;연말&nbsp;매각에&nbsp;대한&nbsp;논의가&nbsp;시작될&nbsp;것으로&nbsp;예상 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;8,000원&nbsp;/&nbsp;KTB증권&nbsp;라진성 <br /><br />●현대위아 <br />밝지만&nbsp;조금&nbsp;먼&nbsp;미래,&nbsp;가까운&nbsp;중국&nbsp;부담 <br />e-GMP&nbsp;열관리&nbsp;시스템&nbsp;수주 <br />밝지만&nbsp;조금&nbsp;먼&nbsp;미래 <br />HOLD&nbsp;/&nbsp;목표주가&nbsp;88,000원&nbsp;/&nbsp;DB금투&nbsp;김평모 <br /><br />●이노션 <br />현대차의&nbsp;브랜드&nbsp;확장&nbsp;수혜 <br />4Q20&nbsp;Preview:&nbsp;매출총이익&nbsp;+10.2%&nbsp;YoY,&nbsp;영업이익&nbsp;-2.8%&nbsp;YoY <br />현대자동차그룹의&nbsp;신차&nbsp;출시와&nbsp;CI&nbsp;변경&nbsp;수혜 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;76,000원&nbsp;/&nbsp;하이투자&nbsp;김민정 <br /><br />●클리오 <br />다시&nbsp;도약하는&nbsp;2021년 <br />2021년은&nbsp;분기별&nbsp;우상향&nbsp;트렌드&nbsp;전망 <br />4분기는&nbsp;코로나19&nbsp;타격&nbsp;이어질&nbsp;것 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;3만원&nbsp;/&nbsp;NH증권&nbsp;조미진 <br /><br />●CJ&nbsp;ENM <br />성장&nbsp;엔진&nbsp;가동 <br />전&nbsp;부문&nbsp;성장동력&nbsp;강화:&nbsp;티빙,&nbsp;다다엠앤씨,&nbsp;유니버스 <br />4Q20&nbsp;Preview:&nbsp;미디어와&nbsp;커머스의&nbsp;선방&nbsp;지속&nbsp;추정 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;20만원&nbsp;/&nbsp;NH증권&nbsp;이화정 <br /><br />●디앤씨미디어 <br />일본을&nbsp;넘어&nbsp;미국으로 <br />일본(픽코마)의&nbsp;성공을&nbsp;이어갈&nbsp;미국(태피툰,&nbsp;타파스) <br />2021년&nbsp;영업이익&nbsp;201억원(+48%&nbsp;YoY)&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;5만원&nbsp;/&nbsp;신한금투&nbsp;김규리 <br /><br />●키다리스튜디오 <br />한국-유럽&nbsp;찍고,&nbsp;미국-일본까지&nbsp;접수 <br />레진&nbsp;인수로&nbsp;신규&nbsp;국가(미국,&nbsp;일본)&nbsp;진출+콘텐츠&nbsp;확장성&nbsp;동시&nbsp;확보 <br />델리툰을&nbsp;통한&nbsp;유럽&nbsp;국가&nbsp;추가&nbsp;진출+장르&nbsp;확장&nbsp;동시&nbsp;진행 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;18,000원&nbsp;/&nbsp;신한금투&nbsp;윤창민 <br /><br />●대원미디어 <br />오프라인에서&nbsp;온라인으로 <br />컨텐츠&nbsp;All-round&nbsp;Player <br />오프라인에서&nbsp;온라인으로,&nbsp;웹소설에서&nbsp;웹툰으로&nbsp;이어지는&nbsp;성장&nbsp;전략 <br />NR&nbsp;/&nbsp;신한금투&nbsp;김규리 <br /><br />●스튜디오드래곤 <br />안정성과&nbsp;성장성을&nbsp;동시에 <br />4분기&nbsp;영업이익&nbsp;107억원(흑자전환)&nbsp;전망 <br />플랫폼과&nbsp;제작폼&nbsp;다변화가&nbsp;가져올&nbsp;리레이팅 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;125,000원&nbsp;/&nbsp;키움증권&nbsp;이남수 <br /><br />●컴투스 <br />서머너즈워:백년전쟁&nbsp;신작모멘텀&nbsp;구간&nbsp;진입.&nbsp;Multiple&nbsp;상향&nbsp;타당 <br />4Q20&nbsp;Preview:&nbsp;QoQ&nbsp;반등&nbsp;&amp;&nbsp;컨센서스&nbsp;부합&nbsp;전망 <br />올해&nbsp;서머너즈워&nbsp;IP&nbsp;기반&nbsp;기대신작&nbsp;2개.&nbsp;우선&nbsp;백년전쟁&nbsp;주목 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;22만원&nbsp;/&nbsp;이베스트&nbsp;성종화 <br /><br />●머큐리 <br />WiFi&nbsp;6&nbsp;AP&nbsp;출하&nbsp;확대&nbsp;본격화 <br />4Q20&nbsp;Review:&nbsp;WiFi&nbsp;6&nbsp;AP&nbsp;출하&nbsp;확대로&nbsp;매출&nbsp;성장&nbsp;견인 <br />1H21부터&nbsp;SKT와&nbsp;LGU+&nbsp;WiFi&nbsp;6&nbsp;AP&nbsp;출하&nbsp;시작 <br />NR&nbsp;/&nbsp;한양증권&nbsp;송유종 <br /><br />●효성티앤씨 <br />4Q20&nbsp;영업이익&nbsp;1,097억원(+66%&nbsp;QoQ)으로&nbsp;시장&nbsp;기대치&nbsp;상회&nbsp;전망 <br />아직도&nbsp;너무&nbsp;싸다 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;40만원&nbsp;/&nbsp;대신증권&nbsp;한상원 <br /><br />●두산밥캣 <br />블루웨이브&nbsp;수혜주-Finally&nbsp;start&nbsp;building&nbsp;infrastructure <br />Finally&nbsp;인프라&nbsp;투자&nbsp;진행된다면&nbsp;로더와&nbsp;미니굴삭기&nbsp;판매&nbsp;증가&nbsp;예상 <br />바이든&nbsp;내달&nbsp;대규모&nbsp;인프라&nbsp;투자계획&nbsp;발표&nbsp;주목 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;44,000원&nbsp;/&nbsp;DS증권&nbsp;양형모 <br /><br />●한국금융지주 <br />2020년&nbsp;4분기&nbsp;호실적&nbsp;예상 <br />2021년&nbsp;이익성장,&nbsp;고수익성&nbsp;지속&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;11만원&nbsp;/&nbsp;이베스트&nbsp;전배승 <br /><br />●키움증권 <br />이익증가&nbsp;감안하면&nbsp;여전히&nbsp;싼&nbsp;가격 <br />4Q20&nbsp;Preview:&nbsp;지배주주순이익&nbsp;+153%YoY인&nbsp;2,088억원&nbsp;예상 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;180,000원&nbsp;/&nbsp;BNK증권&nbsp;김인 <br /><br />●KB금융 <br />수익성과&nbsp;건전성&nbsp;우위&nbsp;확보 <br />2020.4Q&nbsp;예상&nbsp;순이익&nbsp;5,560억원 <br />수익성과&nbsp;건전성&nbsp;우위를&nbsp;바탕으로&nbsp;2021년&nbsp;업종&nbsp;주도주&nbsp;역할&nbsp;예상 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;58,000원&nbsp;/&nbsp;이베스트&nbsp;전배승 <br /><br />●JB금융지주 <br />고수익성&nbsp;창출역량&nbsp;대비&nbsp;여전히&nbsp;낮은&nbsp;주가 <br />2020년&nbsp;4분기&nbsp;예상&nbsp;순이익&nbsp;507억원.&nbsp;보수적&nbsp;비용인식&nbsp;예상 <br />2021년에도&nbsp;고수익성&nbsp;지속&nbsp;가능할&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;7,800원&nbsp;/&nbsp;이베스트&nbsp;전배승 </p> 【증권사의견】종목별 의견 JB금융지주 이노션 클리오 키움증권 한국금융지주 한미반도체 효성티앤씨 개미날다TV https://antflying.tistory.com/271 https://antflying.tistory.com/271#entry271comment Wed, 20 Jan 2021 20:24:42 +0900 https://antflying.tistory.com/270 <p data-ke-size="size18">장중&nbsp;특징주&nbsp;(2021.01.19,화)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210120_201719.png" data-origin-width="836" data-origin-height="671" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/cOCyqm/btqT91LChPA/EsdkNnYkci7PyixYniPMdK/img.png" data-phocus="https://blog.kakaocdn.net/dn/cOCyqm/btqT91LChPA/EsdkNnYkci7PyixYniPMdK/img.png" data-alt="특징주"><img src="https://blog.kakaocdn.net/dn/cOCyqm/btqT91LChPA/EsdkNnYkci7PyixYniPMdK/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FcOCyqm%2FbtqT91LChPA%2FEsdkNnYkci7PyixYniPMdK%2Fimg.png" data-filename="20210120_201719.png" data-origin-width="836" data-origin-height="671" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>특징주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[2021년&nbsp;1월19일&nbsp;장중특징주] <br /><br />■&nbsp;한국파마,&nbsp;필룩스,&nbsp;골드퍼시픽,&nbsp;삼본전자 <br />한국파마의&nbsp;코로나&nbsp;치료제&nbsp;소식에&nbsp;동반&nbsp;상승 <br /><br />■&nbsp;현대차,&nbsp;현대모비스,&nbsp;현대위아,&nbsp;현대글로비스,&nbsp;기아차 <br />현대그룹주,&nbsp;실적&nbsp;및&nbsp;전기차&nbsp;전용&nbsp;플랫폼&nbsp;&lsquo;E-GMP&rsquo;&nbsp;기대감에&nbsp;강세 <br /><br />■&nbsp;한농화성,&nbsp;아바코 <br />차세대&nbsp;전기차&nbsp;배터리인&nbsp;전고체&nbsp;배터리&nbsp;기대감에&nbsp;상승 <br /><br />■&nbsp;자연과환경,&nbsp;이화공영,&nbsp;특수건설 <br />4대강&nbsp;세종보와&nbsp;공주보&nbsp;해체&nbsp;소식에&nbsp;수혜&nbsp;예상,&nbsp;상승 <br /><br />■&nbsp;네오펙트 <br />세계&nbsp;최초&nbsp;치매&nbsp;전자약&nbsp;임상&nbsp;3상&nbsp;와이브레인&nbsp;정부&nbsp;치매조기&nbsp;진단&nbsp;국책과제&nbsp;선정에&nbsp;상승 <br /><br />■&nbsp;디피씨 <br />동남아&nbsp;우버&nbsp;'그랩'&nbsp;올해&nbsp;美&nbsp;증시&nbsp;상장추진,&nbsp;투자사&nbsp;부각되며&nbsp;상승 <br /><br />■&nbsp;동아화성 <br />현대차&nbsp;친환경&nbsp;E-GMP&nbsp;독점공급&middot;수소차&nbsp;부품공급에&nbsp;상승 <br /><br />■&nbsp;에스와이 <br />테슬라&nbsp;첫&nbsp;자체&nbsp;설계&nbsp;가정용&nbsp;태양광&nbsp;인버터&nbsp;출시에&nbsp;상승 <br /><br />■&nbsp;삼진엘앤디,&nbsp;상신이디피 <br />삼성SDI,&nbsp;롤스로이스에&nbsp;배터리&nbsp;공급&nbsp;추진&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;빅히트 <br />실적&nbsp;고공행진&nbsp;전망에&nbsp;상승 <br /><br />■&nbsp;에이스토리 <br />올해&nbsp;글로벌&nbsp;콘텐츠&nbsp;제작사로서&nbsp;성장&nbsp;궤도&nbsp;본격화&nbsp;전망,&nbsp;증권가&nbsp;기대에&nbsp;강세 <br /><br />■&nbsp;한빛소프트 <br />이재명&nbsp;지사&nbsp;e스포츠&nbsp;지원&nbsp;정책&nbsp;기대에&nbsp;상승 <br /><br />■&nbsp;키다리스튜디오,&nbsp;미스터블루,&nbsp;디앤씨미디어 <br />국내&nbsp;웹툰&nbsp;원작&nbsp;콘텐츠&nbsp;연이은&nbsp;글로벌&nbsp;성공,&nbsp;웹툰&nbsp;IP&nbsp;가치&nbsp;상승&nbsp;전망에&nbsp;관련주&nbsp;상승 <br /><br />■&nbsp;무림SP,&nbsp;무림P&amp;P,&nbsp;무림페이퍼,&nbsp;한국팩키지,&nbsp;삼륭물산,&nbsp;신풍제지,&nbsp;영풍제지 <br />中플라스틱&nbsp;전면&nbsp;금지시행,&nbsp;친환경&nbsp;제품&nbsp;주목에&nbsp;관련주&nbsp;상승 <br /><br />■&nbsp;엘티씨 <br />전고체&nbsp;배터리&nbsp;국내&nbsp;유일&nbsp;SOFC전해질&nbsp;기술보유에&nbsp;강세</p> 【특징주】 일일 특징주 빅히트 삼진엘앤디 상신이디피 에스와이 에이스토리 엘티씨 한국파마 한빛소프트 개미날다TV https://antflying.tistory.com/270 https://antflying.tistory.com/270#entry270comment Wed, 20 Jan 2021 20:22:38 +0900 https://antflying.tistory.com/269 <p data-ke-size="size18">&nbsp;종목&nbsp;상승률&nbsp;TOP&nbsp;30&nbsp;(2021.01.19,화)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210120_201703.png" data-origin-width="1024" data-origin-height="703" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/bUCiEZ/btqUeWW3ZZ1/5tKAABRT3aBky3p9AKBTNK/img.png" data-phocus="https://blog.kakaocdn.net/dn/bUCiEZ/btqUeWW3ZZ1/5tKAABRT3aBky3p9AKBTNK/img.png" data-alt="급등주,테마주,관심주,특징주"><img src="https://blog.kakaocdn.net/dn/bUCiEZ/btqUeWW3ZZ1/5tKAABRT3aBky3p9AKBTNK/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FbUCiEZ%2FbtqUeWW3ZZ1%2F5tKAABRT3aBky3p9AKBTNK%2Fimg.png" data-filename="20210120_201703.png" data-origin-width="1024" data-origin-height="703" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>급등주,테마주,관심주,특징주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>2021년&nbsp;1월&nbsp;19일&nbsp;상승률&nbsp;TOP30 <br /><br />1.&nbsp;무림SP(30%)&nbsp;:&nbsp;中&nbsp;플라스틱&nbsp;전면&nbsp;금지시행&nbsp;소식&nbsp;등에&nbsp;제지&nbsp;테마&nbsp;상승&nbsp;및&nbsp;국내&nbsp;최초&nbsp;'팩&nbsp;부착용'&nbsp;종이빨대&nbsp;개발&nbsp;사실&nbsp;재부각에&nbsp;무림그룹주&nbsp;상승&nbsp;속&nbsp;상한가 <br /><br />2.&nbsp;한국파마(30%)&nbsp;:&nbsp;자사&nbsp;생산&nbsp;코로나19&nbsp;치료제,&nbsp;제넨셀&nbsp;인도&nbsp;임상2상&nbsp;완료&nbsp;속&nbsp;95%&nbsp;효과&nbsp;확인&nbsp;사실&nbsp;재부각&nbsp;지속에&nbsp;상한가 <br /><br />3.&nbsp;필룩스(30%)&nbsp;:&nbsp;한국파마&nbsp;생산&nbsp;코로나19&nbsp;치료제,&nbsp;제넨셀&nbsp;인도&nbsp;임상2상&nbsp;완료&nbsp;속&nbsp;95%&nbsp;효과&nbsp;확인&nbsp;사실&nbsp;재부각&nbsp;등에&nbsp;제넨셀과&nbsp;전략적&nbsp;제휴&nbsp;사실이&nbsp;지속&nbsp;부각되며&nbsp;상한가 <br /><br />4.&nbsp;엘티씨(29.85%)&nbsp;:&nbsp;SOFC(&nbsp;고체산화물연료전지)&nbsp;전해질&nbsp;물질&nbsp;개발&nbsp;사실&nbsp;재부각에&nbsp;상한가 <br /><br />5.&nbsp;디피씨(29.72%)&nbsp;:&nbsp;투자사&nbsp;그랩,&nbsp;美&nbsp;증시&nbsp;상장&nbsp;추진&nbsp;소식에&nbsp;상한가 <br /><br />6.&nbsp;골드퍼시픽(29.72%)&nbsp;:&nbsp;한국파마&nbsp;생산&nbsp;코로나19&nbsp;치료제,&nbsp;제넨셀&nbsp;인도&nbsp;임상2상&nbsp;완료&nbsp;속&nbsp;95%&nbsp;효과&nbsp;확인&nbsp;사실&nbsp;재부각&nbsp;속&nbsp;컨소시엄&nbsp;참여&nbsp;자회사&nbsp;에이피알지,&nbsp;원료의약품&nbsp;생산&nbsp;부각&nbsp;지속에&nbsp;상한가 <br /><br />7.&nbsp;에스엘(29.01%)&nbsp;:&nbsp;전기차전용&nbsp;플랫폼&nbsp;E-GMP&nbsp;3월&nbsp;본격&nbsp;양산&nbsp;소식&nbsp;및&nbsp;현대/기아차&nbsp;실적&nbsp;개선&nbsp;기대감&nbsp;등에&nbsp;자동차부품&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />8.&nbsp;듀오백(25.64%)&nbsp;:&nbsp;이재명&nbsp;테마&nbsp;상승&nbsp;속&nbsp;e스포츠&nbsp;정책&nbsp;부각에&nbsp;급등 <br /><br />9.&nbsp;세코닉스(25.1%)&nbsp;:&nbsp;자율주행차&nbsp;기대감에&nbsp;급등&nbsp;추정 <br /><br />10.&nbsp;나노캠텍(23.41%)&nbsp;:&nbsp;최대주주&nbsp;변경을&nbsp;수반하는&nbsp;매각&nbsp;제안을&nbsp;받고&nbsp;검토&nbsp;소식에&nbsp;급등 <br /><br />11.&nbsp;EG(22.55%)&nbsp;:&nbsp;전고체&nbsp;전지핵심소재&nbsp;개발진행&nbsp;사실&nbsp;재부각에&nbsp;급등 <br /><br />12.&nbsp;삼본전자(21.93%)&nbsp;:&nbsp;한국파마&nbsp;생산&nbsp;코로나19&nbsp;치료제,&nbsp;제넨셀&nbsp;인도&nbsp;임상2상&nbsp;완료&nbsp;속&nbsp;95%&nbsp;효과&nbsp;확인&nbsp;사실&nbsp;재부각&nbsp;등에&nbsp;제넨셀과&nbsp;전략적&nbsp;제휴&nbsp;사실이&nbsp;지속&nbsp;부각되며&nbsp;관계사&nbsp;필룩스&nbsp;상한가&nbsp;기록&nbsp;속&nbsp;급등 <br /><br />13.&nbsp;신세계건설(21.18%)&nbsp;:&nbsp;이재명지사&nbsp;관련주&nbsp;부각&nbsp;및&nbsp;주택&nbsp;공급확대&nbsp;정책&nbsp;기대감&nbsp;등에&nbsp;건설&nbsp;중소형&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br /><br /><br />14.&nbsp;키다리스튜디오(20.58%)&nbsp;:&nbsp;모바일콘텐츠&nbsp;테마&nbsp;상승&nbsp;속&nbsp;자회사&nbsp;편입&nbsp;효과에&nbsp;따른&nbsp;수혜&nbsp;기대감&nbsp;등에&nbsp;급등 <br /><br />15.&nbsp;아바코(19.86%)&nbsp;:&nbsp;전고체배터리&nbsp;제조&nbsp;설비&nbsp;개발&nbsp;부각&nbsp;지속에&nbsp;급등 <br /><br />16.&nbsp;이화공영(18.73%)&nbsp;:&nbsp;건설&nbsp;중소형&nbsp;및&nbsp;4대강&nbsp;복원&nbsp;테마&nbsp;상승&nbsp;속&nbsp;군사시설&nbsp;보호구역&nbsp;해제&nbsp;기대감&nbsp;지속&nbsp;등에&nbsp;급등 <br /><br />17.&nbsp;풍산홀딩스(18.31%)&nbsp;:&nbsp;1주당&nbsp;0.5주&nbsp;배정&nbsp;무상증자&nbsp;및&nbsp;123.78억원&nbsp;규모&nbsp;주식&nbsp;소각&nbsp;결정에&nbsp;급등 <br /><br />18.&nbsp;장원테크(17.48%)&nbsp;:&nbsp;한국파마&nbsp;생산&nbsp;코로나19&nbsp;치료제,&nbsp;제넨셀&nbsp;인도&nbsp;임상2상&nbsp;완료&nbsp;속&nbsp;95%&nbsp;효과&nbsp;확인&nbsp;사실&nbsp;재부각&nbsp;속&nbsp;최대주주&nbsp;필룩스,&nbsp;제넨셀과&nbsp;전략적&nbsp;제휴&nbsp;사실&nbsp;부각&nbsp;지속에&nbsp;급등 <br /><br />19.&nbsp;기아차(16.64%)&nbsp;:&nbsp;전기차전용&nbsp;플랫폼&nbsp;E-GMP&nbsp;3월&nbsp;본격&nbsp;양산&nbsp;소식에&nbsp;자동차&nbsp;대표주&nbsp;상승&nbsp;속&nbsp;실적&nbsp;개선&nbsp;기대감&nbsp;등에&nbsp;급등 <br /><br />20.&nbsp;세방전지(16.39%)&nbsp;:&nbsp;삼성SDI,&nbsp;롤스로이스&nbsp;첫&nbsp;순수전기차&nbsp;배터리&nbsp;공급&nbsp;추진&nbsp;소식에&nbsp;2차전지&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />21.&nbsp;한일현대시멘트(14.75%)&nbsp;:&nbsp;주택&nbsp;공급확대&nbsp;정책&nbsp;기대감&nbsp;등에&nbsp;시멘트/레미콘&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />22.&nbsp;성도이엔지(14.26%)&nbsp;:&nbsp;소송&nbsp;일부&nbsp;승소에&nbsp;급등&nbsp;추정 <br /><br />23.&nbsp;엔에스(14.16%)&nbsp;:&nbsp;삼성SDI,&nbsp;롤스로이스&nbsp;첫&nbsp;순수전기차&nbsp;배터리&nbsp;공급&nbsp;추진&nbsp;소식에&nbsp;2차전지&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />24.&nbsp;에이스토리(13.93%)&nbsp;:&nbsp;국내&nbsp;드라마,&nbsp;영화&nbsp;제작사&nbsp;밸류&nbsp;리레이팅&nbsp;및&nbsp;웹툰&nbsp;산업&nbsp;가치&nbsp;증가&nbsp;분석&nbsp;등에&nbsp;영상콘텐츠&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />25.&nbsp;글로스퍼랩스(12.89%)&nbsp;:&nbsp;의료/바이오&nbsp;사업&nbsp;다각화&nbsp;및&nbsp;매각&nbsp;기대감에&nbsp;급등&nbsp;추정 <br /><br />26.&nbsp;남광토건(12.78%)&nbsp;:&nbsp;주택&nbsp;공급확대&nbsp;정책&nbsp;기대감&nbsp;등에&nbsp;건설&nbsp;중소형&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />27.&nbsp;성신양회(12.62%)&nbsp;:&nbsp;주택&nbsp;공급확대&nbsp;정책&nbsp;기대감&nbsp;등에&nbsp;시멘트/레미콘&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />28.&nbsp;코디엠(12.57%)&nbsp;:&nbsp;상승&nbsp;이유&nbsp;알&nbsp;수&nbsp;없음 <br /><br />29.&nbsp;그린케미칼(12.46%)&nbsp;:&nbsp;정부,&nbsp;수조원대&nbsp;기후대응기금&nbsp;신설&nbsp;소식에&nbsp;온실가스(탄소배출권)&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />30.&nbsp;NEW(12.38%)&nbsp;:&nbsp;엔터테인먼트&nbsp;및&nbsp;영상콘텐츠&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br /><br />[주택&nbsp;공급&nbsp;및&nbsp;4대강&nbsp;복원&nbsp;관련주] <br />이화공영&nbsp;한일현대시멘트&nbsp;남광토건&nbsp;성신양회</p> 【상승률TOP】일일상승률TOP new 그린케미칼 글로스퍼랩스 남광토건 성도이엔지 성신양회 에이스토리 엔에스 이화공영 코디엠 개미날다TV https://antflying.tistory.com/269 https://antflying.tistory.com/269#entry269comment Wed, 20 Jan 2021 20:20:59 +0900 https://antflying.tistory.com/268 <p data-ke-size="size18">오늘의&nbsp;경제뉴스&nbsp;(2021.01.18,월)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210118_221029.png" data-origin-width="982" data-origin-height="688" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/TQOvg/btqT0tukwe7/PmeLydqWnPxc1bbrUlNSv1/img.png" data-phocus="https://blog.kakaocdn.net/dn/TQOvg/btqT0tukwe7/PmeLydqWnPxc1bbrUlNSv1/img.png" data-alt="경제이슈,경제뉴스"><img src="https://blog.kakaocdn.net/dn/TQOvg/btqT0tukwe7/PmeLydqWnPxc1bbrUlNSv1/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FTQOvg%2FbtqT0tukwe7%2FPmeLydqWnPxc1bbrUlNSv1%2Fimg.png" data-filename="20210118_221029.png" data-origin-width="982" data-origin-height="688" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>경제이슈,경제뉴스</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>2021년 1월 18일(월) &nbsp;주요이슈점검</p> <p><br />●&nbsp;뉴욕증시,&nbsp;1/15(현지시간)&nbsp;바이든&nbsp;경기&nbsp;부양책&nbsp;발표에도&nbsp;증세&nbsp;우려&nbsp;및&nbsp;소비지표&nbsp;부진&nbsp;등에&nbsp;하락&hellip;&nbsp;다우&nbsp;-177.26(-0.57%)&nbsp;30,814.26,&nbsp;나스닥&nbsp;-114.14(-0.87%)&nbsp;12,998.50,&nbsp;S&amp;P500&nbsp;3,768.25(-0.72%),&nbsp;필라델피아반도체&nbsp;2,992.77(-2.06%) <br />●&nbsp;국제유가($,배럴),&nbsp;중국&nbsp;봉쇄&nbsp;강화&nbsp;충격&nbsp;등에&nbsp;하락...&nbsp;WTI&nbsp;-1.21(-2.26%)&nbsp;52.36,&nbsp;브렌트유&nbsp;-1.32(-2.34%)&nbsp;55.10 <br />●&nbsp;국제&nbsp;금($,온스),&nbsp;달러&nbsp;강세&nbsp;등에&nbsp;하락...&nbsp;Gold&nbsp;-21.50(-1.17%)&nbsp;1829.90&nbsp; <br />●&nbsp;달러&nbsp;index,&nbsp;코로나19&nbsp;재봉쇄&nbsp;확산&nbsp;등에&nbsp;강세...&nbsp;+0.53(+0.59%)&nbsp;90.77 <br />●&nbsp;역외환율(원/달러),&nbsp;0.00(0.00%)&nbsp;1,104.26 <br />●&nbsp;유럽증시,&nbsp;영국(-0.97%),&nbsp;독일(-1.44%),&nbsp;프랑스(-1.22%) <br />●&nbsp;美&nbsp;12월&nbsp;소매판매&nbsp;0.7%&darr;&hellip;월가&nbsp;예상보다&nbsp;부진 <br />●&nbsp;美&nbsp;12월&nbsp;산업생산&nbsp;1.6%&uarr;&hellip;월가&nbsp;예상&nbsp;상회 <br />●&nbsp;美&nbsp;12월&nbsp;생산자물가&nbsp;전월비&nbsp;0.3%&uarr;&hellip;월가&nbsp;예상&nbsp;하회 <br />●&nbsp;美&nbsp;1월&nbsp;소비자태도지수&nbsp;79.2&hellip;월가&nbsp;예상&nbsp;하회 <br />●&nbsp;美&nbsp;11월&nbsp;기업재고&nbsp;0.5%&uarr;&hellip;월가&nbsp;예상&nbsp;부합 <br />●&nbsp;1월&nbsp;엠파이어스테이트&nbsp;지수&nbsp;3.5&hellip;월가&nbsp;예상&nbsp;하회 <br />●&nbsp;보스턴&nbsp;연은&nbsp;총재&nbsp;"자산매입&nbsp;지속&nbsp;적절&hellip;국채금리&nbsp;상승&nbsp;문제&nbsp;안&nbsp;돼" <br />●&nbsp;미니애&nbsp;연은&nbsp;총재&nbsp;"경제&nbsp;생각만큼&nbsp;회복력&nbsp;없어&hellip;물가&nbsp;급등&nbsp;위험&nbsp;못봐" <br />●&nbsp;CDC&nbsp;"영국발&nbsp;코로나&nbsp;변종,&nbsp;3월까지&nbsp;미국&nbsp;내&nbsp;주요&nbsp;바이러스&nbsp;될&nbsp;것" <br />●&nbsp;CE&nbsp;"미&nbsp;소매판매&nbsp;감소,&nbsp;코로나&nbsp;재확산&nbsp;따른&nbsp;경제&nbsp;타격&nbsp;반영" <br />●&nbsp;JP모건&nbsp;다이먼&nbsp;"여름&nbsp;경제&nbsp;매우&nbsp;건강해질&nbsp;수&nbsp;있다" <br />●&nbsp;매코널,&nbsp;트럼프&nbsp;탄핵안&nbsp;공화당&nbsp;의원들에&nbsp;자율투표&nbsp;지시 <br />●&nbsp;LBBW&nbsp;"美&nbsp;국채&nbsp;10년&nbsp;금리&nbsp;1.3%&nbsp;넘지&nbsp;않을&nbsp;것" <br />●&nbsp;월가&nbsp;"은행&nbsp;실적&nbsp;'두&nbsp;도시&nbsp;이야기'&nbsp;보여줘" <br />●&nbsp;'지멘스&nbsp;에너지',GE&nbsp;고소로&nbsp;주가&nbsp;급락&hellip;입찰&nbsp;기밀&nbsp;가로챈&nbsp;혐의 <br />●&nbsp;배런스&nbsp;"올해&nbsp;IPO&nbsp;최대어&nbsp;플레이티카&nbsp;급등" <br />●&nbsp;제프리&nbsp;"'앤섬(ANTM)'&nbsp;사라"&hellip;바이든&nbsp;수혜주 <br />●&nbsp;"바이든&nbsp;부양책&nbsp;구리&nbsp;랠리에&nbsp;기름&nbsp;부어" <br />●&nbsp;JP모건&nbsp;"한은,&nbsp;이르면&nbsp;3분기&nbsp;금리&nbsp;정상화&nbsp;시사&nbsp;가능성" <br />●&nbsp;수도권&nbsp;또&nbsp;'눈폭탄'&hellip;퇴근할&nbsp;때까지&nbsp;최대&nbsp;7㎝&nbsp;쌓인다 <br /><br />[기업/산업] <br />●&nbsp;WSJ&nbsp;"반도체&nbsp;공급부족&nbsp;해소&nbsp;쉽지&nbsp;않다&hellip;5G&middot;자동차&nbsp;수요&nbsp;급증" <br />●&nbsp;"모바일&nbsp;반도체&nbsp;주문&nbsp;너무&nbsp;몰려요"&nbsp;삼성전자&nbsp;공급&nbsp;비상 <br />●&nbsp;파운드리&nbsp;대란에&hellip;대만&nbsp;40조&nbsp;폭풍투자,&nbsp;한국은&nbsp;허송세월 <br />●&nbsp;K배터리&nbsp;잘&nbsp;나간다&hellip;올해&nbsp;생산&nbsp;32%&nbsp;늘며&nbsp;6년&nbsp;연속&nbsp;수출&nbsp;신기록&nbsp;전망 <br />●&nbsp;작년&nbsp;4분기&nbsp;제조업&nbsp;매출&nbsp;개선&hellip;올해&nbsp;반도체&nbsp;중심&nbsp;'맑음' <br />●&nbsp;이스타항공,&nbsp;회생절차&nbsp;신청&hellip;법원&nbsp;"가압류&nbsp;금지&middot;채권&nbsp;동결" <br />●&nbsp;거래소,&nbsp;ESG&nbsp;정보공개&nbsp;활성화&hellip;가이던스&nbsp;제정 <br />●&nbsp;노태문&nbsp;삼성&nbsp;사장&nbsp;"갤럭시&nbsp;생태계,&nbsp;스마트홈&middot;커넥티드&nbsp;카까지&nbsp;확장" <br />●&nbsp;LG전자,&nbsp;사외벤처&nbsp;분사해&nbsp;신사업&nbsp;추진&nbsp;속도 <br />●&nbsp;롯데지주,&nbsp;회사채&nbsp;수요예측에&nbsp;1조1천900억&nbsp;몰려 <br />●&nbsp;김영훈&nbsp;대성그룹&nbsp;회장&nbsp;"에너지&nbsp;대전환,&nbsp;기업이&nbsp;주도해야" <br />●&nbsp;포스코&nbsp;"석탄&nbsp;대신&nbsp;수소로&nbsp;철&nbsp;만들겠다" <br />●&nbsp;CJ대한통운&middot;한진&nbsp;"수소&middot;전기트럭&nbsp;도입" <br />●&nbsp;갤S21,&nbsp;1.5㎞&nbsp;거리에도&nbsp;흔들림&nbsp;없이&nbsp;찰칵&hellip;"망원&nbsp;카메라&nbsp;필요없네" <br />●&nbsp;두산그룹,&nbsp;분당&nbsp;시대&nbsp;개막&hellip;두산重&nbsp;등&nbsp;계열사&nbsp;분당두산타워&nbsp;입주 <br />●&nbsp;"경기&nbsp;죽을&nbsp;맛인데&nbsp;세금폭탄"&hellip;세금&nbsp;불복청구&nbsp;역대&nbsp;최다 <br />●&nbsp;'130년&nbsp;역사'&nbsp;전기장비&nbsp;기업&nbsp;ABB&hellip;전기차&nbsp;충전&middot;로봇&nbsp;부문&nbsp;고속성장 <br />●&nbsp;"美&nbsp;경기&nbsp;강한&nbsp;반등"&hellip;저평가&nbsp;폐기물처리&middot;항공주&nbsp;'찜' <br />●&nbsp;셰브런&middot;IBM&hellip;배당수익률&nbsp;높은&nbsp;'다우의&nbsp;개'&nbsp;달린다 <br />●&nbsp;아모레,&nbsp;디지털&nbsp;채널&nbsp;성공&nbsp;전환&hellip;22만원&nbsp;회복 <br />●&nbsp;코스피&nbsp;3000시대&hellip;"BBIG&nbsp;대신&nbsp;VVIG가&nbsp;뜬다" <br />●&nbsp;어닝시즌&nbsp;개막&hellip;영업이익&nbsp;추정치&nbsp;오른&nbsp;'이&nbsp;기업들'&nbsp;주목하라 <br />●&nbsp;김은수&nbsp;한화갤러리아&nbsp;대표&nbsp;"작지만&nbsp;강한&nbsp;백화점,&nbsp;VIP들이&nbsp;먼저&nbsp;찾죠" <br />●&nbsp;두산,&nbsp;연료전지&middot;드론&middot;로봇&nbsp;'삼각편대'&nbsp;승부수 <br />●&nbsp;'자율주행차의&nbsp;눈'&nbsp;라이다를&nbsp;확보하라 <br />●&nbsp;현대차&middot;기아,&nbsp;친환경차&nbsp;급가속&hellip;50만대&nbsp;팔아&nbsp;전년보다&nbsp;36%&uarr; <br />●&nbsp;넷플릭스,&nbsp;美&middot;유럽서&nbsp;망&nbsp;이용료&nbsp;내면서&nbsp;韓서는&nbsp;버틴다 <br />●&nbsp;"세계시장&nbsp;통할&nbsp;퍼스트무버&nbsp;제품&nbsp;키워야&hellip;K바이오&nbsp;글로벌&nbsp;넘버원" <br />●&nbsp;세계&nbsp;첫&nbsp;혈장치료제&nbsp;1분기&nbsp;신청&hellip;줄기세포&middot;복제약&nbsp;해외영토확장 <br />●&nbsp;1초라도&nbsp;더&nbsp;빠른&nbsp;배송길&hellip;초보&nbsp;배달맨도&nbsp;AI&nbsp;덕분에&nbsp;'베테랑' <br />●&nbsp;로봇배송&middot;무인점포&hellip;방방곡곡&nbsp;동네&nbsp;편의점의&nbsp;변신 <br />●&nbsp;슈퍼개미&nbsp;이정윤&nbsp;"車&middot;배터리株&nbsp;투자&nbsp;안늦었다" <br />●&nbsp;부울경&nbsp;경기&nbsp;회복&nbsp;기대감에&nbsp;BNK금융지주&nbsp;저평가&nbsp;매력 <br />●&nbsp;쿠팡,&nbsp;나스닥行&nbsp;추진에&nbsp;왜&nbsp;이런&nbsp;주식이&nbsp;상승? <br />●&nbsp;LCC,&nbsp;무착륙&nbsp;국제&nbsp;관광비행&nbsp;상품&nbsp;출시&nbsp;잇따라 <br />●&nbsp;"이재용&nbsp;부회장&nbsp;선처를"&hellip;줄잇는&nbsp;경제계&nbsp;호소 <br />●&nbsp;인도&nbsp;SUV시장&nbsp;'호령'&hellip;2대&nbsp;중&nbsp;1대는&nbsp;현대차&middot;기아 <br />●&nbsp;은퇴&nbsp;항공기&nbsp;분해해&nbsp;네임택으로&hellip;대한항공,&nbsp;하루&nbsp;만에&nbsp;'품절' <br />●&nbsp;포스코,&nbsp;분기&nbsp;영업익&nbsp;1조&nbsp;회복하나 <br />●&nbsp;클라우드&nbsp;사업&nbsp;손&nbsp;잡은&nbsp;KT-서울대 <br />●&nbsp;페어스퀘어랩,&nbsp;싸고&nbsp;편리한&nbsp;IT기기&nbsp;유통망&nbsp;구축 <br />●&nbsp;국내&nbsp;최대&nbsp;실내&nbsp;'스마트농장'&nbsp;일군&nbsp;팜에이트 <br />●&nbsp;반도체&nbsp;기술&nbsp;도입하는&nbsp;진단업체들 <br />●&nbsp;컴플러스,&nbsp;할랄&nbsp;마케팅&nbsp;업무협약&hellip;이슬람&nbsp;국가로&nbsp;수출&nbsp;발판 <br />●&nbsp;삼성바이오,&nbsp;로슈&nbsp;의약품&nbsp;수탁&nbsp;생산 <br />●&nbsp;불안한&nbsp;큰손들,&nbsp;글로벌&nbsp;대체펀드&nbsp;출자&nbsp;늘려 <br />●&nbsp;반려동물&nbsp;미용품&middot;장난감&hellip;펫코노미&nbsp;美&nbsp;질주 <br />●&nbsp;사모펀드&nbsp;영토&nbsp;확장&nbsp;나서는&nbsp;미래에셋 <br />●&nbsp;서울바이오시스&nbsp;투자&nbsp;회수&hellip;SKS&nbsp;PE,&nbsp;40%&nbsp;수익률&nbsp;'대박' <br />●&nbsp;에버베스트-하나금투PE&nbsp;1300억&nbsp;구조혁신펀드&nbsp;결성 <br />●&nbsp;건기식으로&nbsp;변신한&nbsp;요거트&nbsp;'폭풍&nbsp;성장' <br />●&nbsp;요가복&nbsp;1위&nbsp;올라선&nbsp;'젝시믹스'&hellip;홈트족&nbsp;겨냥&nbsp;온라인&nbsp;직판&nbsp;적중 <br />●&nbsp;백화점&nbsp;설&nbsp;선물&nbsp;판매&nbsp;시작&hellip;고가&nbsp;한우&middot;과일세트&nbsp;늘려 <br /><br />[경제/증시/부동산] <br />●&nbsp;은행서&nbsp;돈&nbsp;빼&nbsp;증시로&hellip;이달만&nbsp;14조 <br />●&nbsp;다급한&nbsp;동학개미&nbsp;"적금&nbsp;깨고&nbsp;연금까지&nbsp;끌어와&nbsp;투자&nbsp;나선다" <br />●&nbsp;"너무&nbsp;올랐다"&hellip;'하락&nbsp;베팅'&nbsp;인버스펀드에&nbsp;2.2조&nbsp;몰려 <br />●&nbsp;전문가&nbsp;"코스피,&nbsp;이젠&nbsp;외국인을&nbsp;봐라" <br />●&nbsp;금융당국,&nbsp;신용대출&nbsp;이어&nbsp;마이너스통장&nbsp;조인다 <br />●&nbsp;3월&nbsp;'공매도&nbsp;유령'&nbsp;돌아온다&hellip;개미들이&nbsp;피해야&nbsp;할&nbsp;종목 <br />●&nbsp;이자에&nbsp;등골휘는&nbsp;가계&hellip;빚&nbsp;갚느라&nbsp;연&nbsp;1600만원&nbsp;쓴다 <br />●&nbsp;"내&nbsp;DSR은&nbsp;△△%"&hellip;대출&nbsp;받기&nbsp;전&nbsp;꼭&nbsp;알아둬야 <br />●&nbsp;100만원&nbsp;넘게&nbsp;번&nbsp;서학개미,&nbsp;소득공제&nbsp;못받아 <br />●&nbsp;금융위,&nbsp;징벌적&nbsp;과징금&middot;과태료&nbsp;감경&nbsp;기준&nbsp;상한&nbsp;없앴다 <br />●&nbsp;라임펀드&nbsp;은행&nbsp;제재&nbsp;논의&hellip;28일&nbsp;기업은행부터&nbsp;시작 <br />●&nbsp;'뜨거운&nbsp;감자'&nbsp;공매도&hellip;개미가&nbsp;살아남는&nbsp;법 <br />●&nbsp;뉴욕증시,&nbsp;바이든&nbsp;美&nbsp;대통령&nbsp;취임식&hellip;돌발&nbsp;사태&nbsp;우려 <br />●&nbsp;상하이증시,&nbsp;연간&nbsp;GDP&nbsp;증가율&nbsp;발표&hellip;2%&nbsp;안팎&nbsp;전망 <br />●&nbsp;비트코인&nbsp;시총&nbsp;6000억弗&hellip;투자&nbsp;몸사리는&nbsp;기관들 <br /><br />[정치/사회/국내&nbsp;기타] <br />●&nbsp;文대통령,&nbsp;오늘&nbsp;사상&nbsp;첫&nbsp;온라인&nbsp;기자회견&hellip;'MB&middot;朴&nbsp;사면'&nbsp;입장&nbsp;밝힌다 <br />●&nbsp;오세훈도&nbsp;출마&hellip;野&nbsp;'빅3'&nbsp;정치운명&nbsp;건&nbsp;승부 <br />●&nbsp;강창일&nbsp;주일대사&nbsp;"文,&nbsp;스가&nbsp;만나&nbsp;진솔한&nbsp;대화&nbsp;원해" <br />●&nbsp;文,&nbsp;영국&nbsp;G7정상회의&nbsp;간다&hellip;6월&nbsp;대면회담으로&nbsp;개최 <br />●&nbsp;19일부터&nbsp;공수처장&middot;환경&middot;법무장관&nbsp;지명자&nbsp;인사청문회 <br />●&nbsp;현실에&nbsp;우는&nbsp;20대&hellip;청년&nbsp;창업&nbsp;4%뿐 <br />●&nbsp;창업지원금&nbsp;'그림의&nbsp;떡'&hellip;"절차&nbsp;복잡해&nbsp;중도&nbsp;포기" <br />●&nbsp;시급&nbsp;1만710원&middot;공휴일엔&nbsp;유급휴가&hellip;'서울형&nbsp;뉴딜일자리'&nbsp;18일부터&nbsp;모집 <br />●&nbsp;금계란&middot;금사과&hellip;손&nbsp;떨리는&nbsp;밥상물가 <br />●&nbsp;곡물&nbsp;수입&nbsp;의존하는&nbsp;韓,&nbsp;식품물가&nbsp;오르나 <br />●&nbsp;18일부터&nbsp;헬스장&middot;노래방&nbsp;다시&nbsp;문&nbsp;연다 <br />●&nbsp;카페서&nbsp;커피&nbsp;마실수&nbsp;있다&hellip;9시이후&nbsp;영업제한&nbsp;유지 <br />●&nbsp;"밤장사&nbsp;못하는데&nbsp;무슨&nbsp;소용&hellip;"&nbsp;주점도&nbsp;학원도&nbsp;'생계&nbsp;위협'&nbsp;호소 <br />●&nbsp;"40년&nbsp;기다린&nbsp;오색케이블카&hellip;대통령이&nbsp;희망고문&nbsp;끝내달라" <br />●&nbsp;경기도&nbsp;'1인&nbsp;10만원'&nbsp;재난소득&nbsp;또&nbsp;준다&hellip;"예산&nbsp;1.4조" <br />●&nbsp;"과태료&nbsp;때리면&nbsp;뭐하나"&hellip;매연車,&nbsp;21일&nbsp;연속&nbsp;걸려도&nbsp;봐준다 <br />●&nbsp;北,&nbsp;어제&nbsp;최고인민회의&nbsp;개최&hellip;김정은&nbsp;불참</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>1월 18일 월요일 간추린 뉴스입니다. <br /><br />■&nbsp;국내&nbsp;코로나19&nbsp;새&nbsp;환자가&nbsp;엿새째&nbsp;5백&nbsp;명대를&nbsp;유지했습니다.&nbsp;하지만&nbsp;아직&nbsp;바이러스&nbsp;생존에&nbsp;유리한&nbsp;겨울철인&nbsp;데다&nbsp;일부&nbsp;방역조치가&nbsp;완화되고&nbsp;교회&nbsp;등을&nbsp;통한&nbsp;집단감염이&nbsp;이어지는&nbsp;등&nbsp;위협요인은&nbsp;여전해&nbsp;주의가&nbsp;필요합니다.&nbsp; <br /><br />■&nbsp;거리두기&nbsp;2.5단계가&nbsp;오늘부터&nbsp;다시&nbsp;2주간&nbsp;적용됐습니다.&nbsp;그리고&nbsp;세부지침이&nbsp;달라져&nbsp;학원과&nbsp;카페,&nbsp;헬스클럽,&nbsp;노래방&nbsp;등&nbsp;영업이&nbsp;제한됐던&nbsp;다중이용시설은&nbsp;조건부로&nbsp;운영이&nbsp;허용됐습니다.&nbsp; <br /><br />■&nbsp;카페에서는&nbsp;2명&nbsp;이상이&nbsp;간단한&nbsp;디저트류를&nbsp;주문할&nbsp;경우에는&nbsp;1시간까지만&nbsp;머물&nbsp;수&nbsp;있고,&nbsp;먹을&nbsp;때를&nbsp;제외하고는&nbsp;반드시&nbsp;마스크를&nbsp;써야&nbsp;합니다.&nbsp;노래연습장은&nbsp;2.4평&nbsp;정도에&nbsp;1명이라는&nbsp;지침을&nbsp;지켜야&nbsp;합니다.&nbsp;실내체육시설&nbsp;역시&nbsp;8㎡당&nbsp;1명만&nbsp;이용&nbsp;가능하며&nbsp;이용시간은&nbsp;밤&nbsp;9시까지&nbsp;입니다.&nbsp; <br /><br />■&nbsp;대구시는&nbsp;식당,&nbsp;노래방&nbsp;등&nbsp;다중이용시설이&nbsp;밤&nbsp;11시까지&nbsp;영업할&nbsp;수&nbsp;있도록&nbsp;한&nbsp;사회적&nbsp;거리두기&nbsp;자체&nbsp;조정안을&nbsp;백지화하고,&nbsp;중앙정부&nbsp;지침을&nbsp;따르겠다고&nbsp;밝혔습니다.&nbsp;당초&nbsp;대구시는&nbsp;오늘부터&nbsp;자체&nbsp;조정안을&nbsp;시행한다는&nbsp;계획이었지만,&nbsp;다른&nbsp;지자체와&nbsp;형평성에&nbsp;어긋나고,&nbsp;풍선효과로&nbsp;방역&nbsp;실효성을&nbsp;떨어뜨릴&nbsp;수&nbsp;있다는&nbsp;비판을&nbsp;받았습니다.&nbsp; <br /><br />■&nbsp;노르웨이에서&nbsp;화이자와&nbsp;바이오엔테크가&nbsp;공동개발한&nbsp;코로나19&nbsp;백신을&nbsp;접종한&nbsp;뒤&nbsp;사망하는&nbsp;사례가&nbsp;잇따르면서&nbsp;백신&nbsp;안전성에&nbsp;대한&nbsp;우려가&nbsp;커지고&nbsp;있습니다.&nbsp;백신을&nbsp;접종한&nbsp;뒤&nbsp;사망한&nbsp;사람은&nbsp;지금까지&nbsp;29명으로&nbsp;집계됐습니다.&nbsp;이&nbsp;틈을&nbsp;타고&nbsp;중국과&nbsp;러시아는&nbsp;자국산&nbsp;백신이&nbsp;더&nbsp;안전하다며&nbsp;마케팅에&nbsp;열을&nbsp;올리고&nbsp;있습니다.&nbsp; <br /><br />■&nbsp;미국시간으로&nbsp;이번&nbsp;주&nbsp;수요일에&nbsp;바이든&nbsp;당선인이&nbsp;미국의&nbsp;46대&nbsp;대통령으로&nbsp;취임합니다.&nbsp;하지만&nbsp;미국은&nbsp;축제를&nbsp;앞둔&nbsp;분위기라기보다&nbsp;전운이&nbsp;감돌고&nbsp;있는데요.&nbsp;이미&nbsp;무장&nbsp;폭동이&nbsp;일어날&nbsp;수&nbsp;있다는&nbsp;첩보가&nbsp;입수된&nbsp;상태라고&nbsp;합니다.&nbsp;워싱턴&nbsp;뿐만&nbsp;아니라&nbsp;전국이&nbsp;긴장상태입니다.&nbsp; <br /><br />■&nbsp;영국이&nbsp;코로나19&nbsp;확산에도&nbsp;불구하고&nbsp;주요&nbsp;7개국,&nbsp;G7&nbsp;정상회의를&nbsp;오는&nbsp;6월&nbsp;대면&nbsp;회담&nbsp;방식으로&nbsp;개최하겠다고&nbsp;밝혔습니다.&nbsp;우리나라도&nbsp;초청국가로&nbsp;초대됐습니다.&nbsp;G7은&nbsp;미국,&nbsp;영국,&nbsp;프랑스,&nbsp;독일,&nbsp;이탈리아,&nbsp;캐나다,&nbsp;일본으로&nbsp;구성된&nbsp;정상간&nbsp;협의체로&nbsp;올해는&nbsp;영국이&nbsp;의장국입니다.&nbsp;미국&nbsp;차기&nbsp;대통령인&nbsp;조&nbsp;바이든&nbsp;당선인이&nbsp;이번&nbsp;회의를&nbsp;통해&nbsp;외교무대에&nbsp;데뷔할&nbsp;것으로&nbsp;예상됩니다.&nbsp; <br /><br />■&nbsp;코로나19&nbsp;치명률이&nbsp;11%로&nbsp;전&nbsp;세계에서&nbsp;가장&nbsp;높은&nbsp;곳이&nbsp;멕시코인데요,&nbsp;급증한&nbsp;환자로&nbsp;병상이&nbsp;모자라&nbsp;집에서&nbsp;치료받는&nbsp;사람이&nbsp;늘면서&nbsp;산소&nbsp;구하기&nbsp;전쟁이&nbsp;벌어지고&nbsp;있다고&nbsp;합니다.&nbsp;산소통을&nbsp;충전하기&nbsp;위해&nbsp;하루에도&nbsp;몇&nbsp;번씩&nbsp;줄을&nbsp;서서&nbsp;기다리는&nbsp;일이&nbsp;일상이&nbsp;되었다고&nbsp;합니다.&nbsp; <br /><br />■&nbsp;문재인&nbsp;대통령이&nbsp;오늘&nbsp;신년&nbsp;기자회견을&nbsp;열고&nbsp;집권&nbsp;5년&nbsp;차&nbsp;정국&nbsp;구상을&nbsp;밝힙니다.&nbsp;올해는&nbsp;코로나&nbsp;상황을&nbsp;감안해&nbsp;온오프라인으로&nbsp;동시&nbsp;진행되는데,&nbsp;전직&nbsp;대통령&nbsp;사면,&nbsp;부동산&nbsp;정책과&nbsp;남북관계&nbsp;해법&nbsp;등&nbsp;각종&nbsp;현안에&nbsp;대한&nbsp;대통령의&nbsp;생각을&nbsp;들을&nbsp;수&nbsp;있는&nbsp;자리가&nbsp;될&nbsp;것으로&nbsp;보입니다.&nbsp; <br /><br />■&nbsp;국민의힘&nbsp;오세훈&nbsp;전&nbsp;서울시장이&nbsp;10년&nbsp;전&nbsp;중도사퇴를&nbsp;사과하며&nbsp;오는&nbsp;4월&nbsp;서울시장&nbsp;보궐선거&nbsp;도전을&nbsp;공식&nbsp;선언했습니다.&nbsp;민주당에서는&nbsp;박영선&nbsp;중소벤처기업부&nbsp;장관이&nbsp;이르면&nbsp;이번&nbsp;주&nbsp;출마를&nbsp;공식화할&nbsp;것으로&nbsp;전망됩니다.&nbsp; <br /><br />■&nbsp;교회&nbsp;폐쇄&nbsp;명령을&nbsp;받은&nbsp;부산&nbsp;세계로교회가&nbsp;어제&nbsp;지역&nbsp;주민들의&nbsp;항의에도&nbsp;또&nbsp;대면&nbsp;예배를&nbsp;강행했습니다.&nbsp;구청&nbsp;측은&nbsp;경찰에&nbsp;고발하는&nbsp;등&nbsp;강력히&nbsp;조치하겠다고&nbsp;밝혔습니다.&nbsp; <br /><br />■&nbsp;이재용&nbsp;삼성전자&nbsp;부회장에&nbsp;대한&nbsp;국정농단&nbsp;파기환송심&nbsp;선고가&nbsp;오늘&nbsp;내려집니다.&nbsp;앞서&nbsp;대법원이&nbsp;이&nbsp;부회장의&nbsp;뇌물&nbsp;액수를&nbsp;추가&nbsp;인정해&nbsp;실형&nbsp;선고가&nbsp;예상되는데,&nbsp;논란이&nbsp;된&nbsp;준법감시제도가&nbsp;변수가&nbsp;될&nbsp;것으로&nbsp;보입니다.&nbsp; <br /><br />■&nbsp;중국의&nbsp;가짜&nbsp;음식&nbsp;논란,&nbsp;어제오늘&nbsp;일이&nbsp;아닌데요.&nbsp;대파를&nbsp;싱싱하게&nbsp;보이게&nbsp;하려고&nbsp;청록색&nbsp;색소를&nbsp;뿌려&nbsp;판매한&nbsp;사실이&nbsp;확인됐습니다.&nbsp;색소로&nbsp;염색된&nbsp;대파는&nbsp;중국&nbsp;북구&nbsp;구이저우성의&nbsp;3개&nbsp;도시에서&nbsp;발견됐다고&nbsp;합니다.&nbsp;중국의&nbsp;한&nbsp;식품&nbsp;건강&nbsp;웹사이트는&nbsp;지나치게&nbsp;부자연스러운&nbsp;녹색을&nbsp;띤&nbsp;채소는&nbsp;가짜&nbsp;식품일&nbsp;가능성이&nbsp;크다며&nbsp;주의를&nbsp;당부했습니다.&nbsp; <br /><br />■&nbsp;전국택배노동조합이&nbsp;설&nbsp;연휴를&nbsp;앞두고&nbsp;다시&nbsp;총파업을&nbsp;예고했습니다.&nbsp;노조가&nbsp;가장&nbsp;문제&nbsp;삼는&nbsp;부분은&nbsp;택배업체들이&nbsp;분류&nbsp;작업에&nbsp;인력을&nbsp;투입하겠다는&nbsp;약속을&nbsp;지키지&nbsp;않고&nbsp;있다는&nbsp;점인데요.&nbsp;노조는&nbsp;내일까지&nbsp;과로&nbsp;방지&nbsp;대책이&nbsp;나오지&nbsp;않으면&nbsp;쟁의행위&nbsp;찬반&nbsp;투표를&nbsp;거쳐서&nbsp;27일부터&nbsp;총파업에&nbsp;들어간다고&nbsp;밝혔습니다.&nbsp; <br /><br />■&nbsp;연초부터&nbsp;서울의&nbsp;다세대주택과&nbsp;연립주택&nbsp;시장이&nbsp;들썩이고&nbsp;있다고&nbsp;합니다.&nbsp;특히&nbsp;변창흠&nbsp;국토교통부&nbsp;장관이&nbsp;서울&nbsp;도심&nbsp;내에&nbsp;저층&nbsp;주거지와&nbsp;역세권&nbsp;고밀&nbsp;개발&nbsp;위주의&nbsp;공급&nbsp;정책을&nbsp;예고하면서&nbsp;역세권&nbsp;지역에&nbsp;있는&nbsp;빌라를&nbsp;중심으로&nbsp;가격이&nbsp;뛰고&nbsp;있다고&nbsp;합니다.&nbsp; <br /><br />■&nbsp;경기도가&nbsp;모든&nbsp;도민에&nbsp;대한&nbsp;2차&nbsp;재난기본소득&nbsp;지급을&nbsp;결정했습니다.&nbsp;며칠&nbsp;전&nbsp;있었던&nbsp;경기도의회의&nbsp;제안을&nbsp;받아들인&nbsp;것으로&nbsp;설&nbsp;전에&nbsp;지급할&nbsp;것으로&nbsp;보입니다.&nbsp;1인당&nbsp;10만&nbsp;원으로&nbsp;1차&nbsp;때&nbsp;제외했던&nbsp;등록&nbsp;외국인에게도&nbsp;지급합니다.&nbsp;지급&nbsp;방식은&nbsp;1차&nbsp;때와&nbsp;마찬가지로&nbsp;지역&nbsp;화폐&nbsp;카드입니다.&nbsp; <br /><br />■&nbsp;네팔인&nbsp;셰르파&nbsp;10명으로&nbsp;구성된&nbsp;등반팀이&nbsp;현지시간&nbsp;16일,산악&nbsp;역사상&nbsp;처음으로,&nbsp;겨울철&nbsp;히말라야&nbsp;K2봉&nbsp;등정에&nbsp;성공했습니다.&nbsp;K <br />2봉은&nbsp;8천611미터로,&nbsp;겨울철엔&nbsp;기온이&nbsp;영하&nbsp;60도까지&nbsp;내려간다고&nbsp;합니다.&nbsp;그래서&nbsp;그동안&nbsp;8천미터&nbsp;넘는&nbsp;14개&nbsp;고봉&nbsp;가운데&nbsp;유일하게&nbsp;겨울&nbsp;등정이&nbsp;이뤄지지&nbsp;않았는데요.&nbsp;이번에&nbsp;그&nbsp;기록이&nbsp;깨진&nbsp;겁니다.&nbsp; <br /><br />■&nbsp;녹차의&nbsp;고장&nbsp;보성이&nbsp;올해&nbsp;3대&nbsp;사회간접자본과&nbsp;5대&nbsp;뉴딜&nbsp;정책을&nbsp;통해&nbsp;이른바&nbsp;'블루&nbsp;이코노미'&nbsp;실현에&nbsp;나섭니다.&nbsp;관제센터&nbsp;통합과&nbsp;복지&nbsp;사각지대&nbsp;해소&nbsp;등&nbsp;스마트와&nbsp;복지,&nbsp;농림&middot;축산,&nbsp;청년&middot;인구,&nbsp;관광&nbsp;등&nbsp;5가지&nbsp;분야로&nbsp;추진됩니다.&nbsp;또한,&nbsp;보성군은&nbsp;고속철도&nbsp;개통과&nbsp;세계&nbsp;차&nbsp;엑스포를&nbsp;앞두고&nbsp;지속&nbsp;가능한&nbsp;먹거리&nbsp;사업&nbsp;발굴로&nbsp;군민&nbsp;행복지수를&nbsp;높일&nbsp;방침입니다.&nbsp; <br /><br />■&nbsp;코로나&nbsp;19가&nbsp;1년가량&nbsp;이어지면서&nbsp;우리나라&nbsp;가계가&nbsp;지출하는&nbsp;소비&nbsp;경향도&nbsp;크게&nbsp;바뀌었습니다.&nbsp;외출을&nbsp;자제하면서&nbsp;화장품이나&nbsp;의류&nbsp;등에&nbsp;쓰는&nbsp;돈을&nbsp;크게&nbsp;줄인&nbsp;대신&nbsp;집에서&nbsp;식사를&nbsp;해결하는&nbsp;사람들이&nbsp;늘면서&nbsp;식료품&nbsp;지출은&nbsp;전년보다&nbsp;10%&nbsp;이상,&nbsp;가구&middot;가전&nbsp;지출은&nbsp;전년&nbsp;동기보다&nbsp;7%&nbsp;이상&nbsp;증가했습니다.&nbsp;특히&nbsp;설거지&nbsp;부담을&nbsp;덜어주는&nbsp;식기&nbsp;세척기는&nbsp;시장&nbsp;규모가&nbsp;두&nbsp;배&nbsp;가까이&nbsp;폭발했습니다.&nbsp; <br /><br />■&nbsp;서울&nbsp;동북권과&nbsp;서남권,&nbsp;서북권에는&nbsp;대설예비특보가&nbsp;발표됐는데&nbsp;오전&nbsp;중에&nbsp;대설특보가&nbsp;내려질&nbsp;것으로&nbsp;보입니다.&nbsp;기상청은&nbsp;오늘&nbsp;오후까지&nbsp;강원&nbsp;영서중남부에&nbsp;10cm가&nbsp;넘는&nbsp;대설이&nbsp;쏟아지겠고,&nbsp;서울&nbsp;등&nbsp;중부와&nbsp;호남,&nbsp;영남&nbsp;등&nbsp;전국&nbsp;대부분에서&nbsp;3에서&nbsp;많게는&nbsp;8cm에&nbsp;달하는&nbsp;많은&nbsp;눈이&nbsp;내려&nbsp;쌓일&nbsp;것으로&nbsp;전망했습니다</p> 【경제뉴스】 일일이슈 경제뉴스 경제뉴스기사 경제이슈 오늘의경제 오늘의경제뉴스 주식뉴스 주식이슈 주식정보 증권뉴스 증권이슈 개미날다TV https://antflying.tistory.com/268 https://antflying.tistory.com/268#entry268comment Mon, 18 Jan 2021 22:20:19 +0900 https://antflying.tistory.com/267 <p data-ke-size="size18">증시&nbsp;마감&nbsp;요약(2021.01.18,월)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="KakaoTalk_20210118_181906266.jpg" data-origin-width="1242" data-origin-height="997" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/bxZwNV/btqTYRoKQhk/LFBCYCY6xn7TXjLgwNYICk/img.jpg" data-phocus="https://blog.kakaocdn.net/dn/bxZwNV/btqTYRoKQhk/LFBCYCY6xn7TXjLgwNYICk/img.jpg" data-alt="마감시황"><img src="https://blog.kakaocdn.net/dn/bxZwNV/btqTYRoKQhk/LFBCYCY6xn7TXjLgwNYICk/img.jpg" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FbxZwNV%2FbtqTYRoKQhk%2FLFBCYCY6xn7TXjLgwNYICk%2Fimg.jpg" data-filename="KakaoTalk_20210118_181906266.jpg" data-origin-width="1242" data-origin-height="997" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>마감시황</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[코스피] <br />1/18&nbsp;KOSPI&nbsp;3,013.93(-2.33%)&nbsp;기관/외국인&nbsp;순매도(-),&nbsp;차익실현&nbsp;매물(-),&nbsp;삼성그룹株&nbsp;약세(-) <br /><br />지난&nbsp;주말&nbsp;뉴욕증시가&nbsp;추가&nbsp;바이든&nbsp;경기&nbsp;부양책&nbsp;발표에도&nbsp;증세&nbsp;우려&nbsp;및&nbsp;소비지표&nbsp;부진&nbsp;등에&nbsp;하락했고,&nbsp;유럽&nbsp;주요국&nbsp;증시는&nbsp;코로나19&nbsp;재확산&nbsp;속&nbsp;경제&nbsp;봉쇄&nbsp;강화&nbsp;등에&nbsp;일제히&nbsp;하락.&nbsp;이날&nbsp;코스피지수는&nbsp;3,079.90(-6.00P,&nbsp;-0.19%)으로&nbsp;소폭&nbsp;하락&nbsp;출발.&nbsp;&nbsp;3,013.93(-71.97P,&nbsp;-2.33%)에서&nbsp;장을&nbsp;마감.&nbsp; <br /><br />개인이&nbsp;연일&nbsp;매수세를&nbsp;이어갔지만,&nbsp;외국인과&nbsp;기관의&nbsp;동반&nbsp;매도세가&nbsp;이어지면서&nbsp;코스피지수는&nbsp;이틀째&nbsp;큰&nbsp;폭&nbsp;하락. <br /><br />최근&nbsp;지수&nbsp;강세에&nbsp;따른&nbsp;차익실현&nbsp;매물이&nbsp;출회되고&nbsp;있는&nbsp;가운데,&nbsp;지난&nbsp;주말&nbsp;뉴욕증시가&nbsp;하락한&nbsp;점이&nbsp;부담으로&nbsp;작용.&nbsp;아울러&nbsp;장중&nbsp;이재용&nbsp;삼성전자&nbsp;부회장이&nbsp;국정농단&nbsp;뇌물&nbsp;공여혐의&nbsp;파기환송심&nbsp;선고&nbsp;공판에서&nbsp;징역&nbsp;2년6개월의&nbsp;실형을&nbsp;선고받았다는&nbsp;소식이&nbsp;전해지며&nbsp;삼성전자,&nbsp;삼성물산,&nbsp;삼성바이오로직스&nbsp;등&nbsp;삼성그룹주들이&nbsp;약세를&nbsp;보인&nbsp;점도&nbsp;악재로&nbsp;작용.&nbsp; <br /><br />아시아&nbsp;주요국&nbsp;증시는&nbsp;일본,&nbsp;대만이&nbsp;하락한&nbsp;반면,&nbsp;중국,&nbsp;홍콩은&nbsp;상승하는&nbsp;등&nbsp;등락이&nbsp;엇갈림.&nbsp; <br /><br />수급별로는&nbsp;기관과&nbsp;외국인이&nbsp;각각&nbsp;2,791억,&nbsp;2,207억&nbsp;순매도,&nbsp;개인은&nbsp;5,195억&nbsp;순매수.&nbsp;선물시장에서는&nbsp;기관이&nbsp;4,339계약&nbsp;순매도,&nbsp;외국인과&nbsp;개인은&nbsp;각각&nbsp;5,142계약,&nbsp;232계약&nbsp;순매수.&nbsp; <br /><br />이날&nbsp;원/달러&nbsp;환율은&nbsp;전거래일&nbsp;대비&nbsp;4.5원&nbsp;상승한&nbsp;1,103.9원을&nbsp;기록. <br /><br />코스피&nbsp;시총상위종목들은&nbsp;대부분&nbsp;종목이&nbsp;하락.&nbsp;삼성물산(-6.84%),&nbsp;삼성SDI(-4.21%),&nbsp;삼성전자(-3.41%),&nbsp;삼성바이오로직스(-1.99%)&nbsp;등&nbsp;삼성&nbsp;그룹주들이&nbsp;이재용&nbsp;부회장&nbsp;법정구속&nbsp;소식에&nbsp;동반&nbsp;하락했고,&nbsp;셀트리온(-4.56%)이&nbsp;코로나19&nbsp;항체&nbsp;치료제&nbsp;렉키로나주&nbsp;임상3상&nbsp;전제&nbsp;조건부&nbsp;허가&nbsp;제안&nbsp;소식&nbsp;속&nbsp;하락.&nbsp;반면,&nbsp;SK하이닉스(+1.96%),&nbsp;현대모비스(+0.62%),&nbsp;기아차(+0.56%),&nbsp;현대차(+0.42%)&nbsp;등은&nbsp;상승.&nbsp; <br /><br />업종별로도&nbsp;대부분&nbsp;업종이&nbsp;하락.&nbsp;운수창고(-4.35%),&nbsp;유통업(-4.27%),&nbsp;의약품(-3.89%)&nbsp;등이&nbsp;큰&nbsp;폭&nbsp;하락.&nbsp;반면,&nbsp;건설업(+1.06%),&nbsp;운수장비(+0.25%)&nbsp;업종만&nbsp;상승.&nbsp; <br /><br />마감&nbsp;지수&nbsp;:&nbsp;KOSPI&nbsp;3,013.93(-71.97P/-2.33%)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[코스닥] <br />1/18&nbsp;KOSDAQ&nbsp;944.67(-2.05%)&nbsp;기관&nbsp;순매도(-),&nbsp;제약/바이오株&nbsp;약세(-) <br /><br />밤사이&nbsp;뉴욕증시가&nbsp;추가&nbsp;바이든&nbsp;경기&nbsp;부양책&nbsp;발표에도&nbsp;증세&nbsp;우려&nbsp;및&nbsp;소비지표&nbsp;부진&nbsp;등에&nbsp;하락한&nbsp;가운데,&nbsp;이날&nbsp;코스닥지수는&nbsp;963.18(-1.26P,&nbsp;-0.13%)으로&nbsp;약보합&nbsp;출발.&nbsp;944.67(-19.77P,&nbsp;-2.05%)로&nbsp;장을&nbsp;마감. <br /><br />최근&nbsp;지수&nbsp;강세에&nbsp;따른&nbsp;차익실현&nbsp;매물이&nbsp;연일&nbsp;출회되고&nbsp;있는&nbsp;가운데,&nbsp;주말&nbsp;사이&nbsp;뉴욕증시가&nbsp;하락한&nbsp;점이&nbsp;지수에&nbsp;부담으로&nbsp;작용.&nbsp;개인과&nbsp;외국인이&nbsp;순매수했지만,&nbsp;기관이&nbsp;13거래일&nbsp;연속&nbsp;순매도하며&nbsp;지수&nbsp;하락을&nbsp;이끌었음.&nbsp; <br /><br />수급별로는&nbsp;기관이&nbsp;73억&nbsp;순매도,&nbsp;외국인과&nbsp;개인은&nbsp;각각&nbsp;125억,&nbsp;107억&nbsp;순매수. <br /><br />코스닥&nbsp;시총상위종목들은&nbsp;대부분&nbsp;종목이&nbsp;하락.&nbsp;시총&nbsp;1,2위&nbsp;셀트리온헬스케어(-2.93%)와&nbsp;셀트리온제약(-4.22%)이&nbsp;셀트리온&nbsp;코로나19&nbsp;항체&nbsp;치료제&nbsp;렉키로나주&nbsp;임상3상&nbsp;전제&nbsp;조건부&nbsp;허가&nbsp;제안&nbsp;소식&nbsp;속&nbsp;동반&nbsp;하락.&nbsp;반면,&nbsp;휴젤(+3.60%),&nbsp;펄어비스(+1.46%),&nbsp;리노공업(+0.39%)&nbsp;등은&nbsp;상승.&nbsp; <br /><br />업종별로도&nbsp;대부분&nbsp;업종이&nbsp;하락.&nbsp;출판/매체복제(-3.63%),&nbsp;종이/목재(-3.43%),&nbsp;기타서비스(-3.15%)&nbsp;업종의&nbsp;약세가&nbsp;두드러짐.&nbsp;반면,&nbsp;인터넷(+0.12%)&nbsp;업종만&nbsp;소폭&nbsp;상승.&nbsp; <br /><br />마감&nbsp;지수&nbsp;:&nbsp;KOSDAQ&nbsp;944.67P(-19.77P/-2.05%)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>●&nbsp;국내증시,&nbsp;1/18&nbsp;코스피&nbsp;외국인/기관&nbsp;순매도&nbsp;속&nbsp;삼성그룹株&nbsp;약세&nbsp;등에&nbsp;급락,&nbsp;코스닥&nbsp;기관&nbsp;순매도&nbsp;등에&nbsp;급락&hellip;&nbsp;코스피&nbsp;-71.97(-2.33%)&nbsp;3,013.93,&nbsp;코스닥&nbsp;-19.77(-2.05%)&nbsp;944.67 <br />●&nbsp;원/달러&nbsp;환율,&nbsp;안전자산&nbsp;선호&nbsp;심리&nbsp;등에&nbsp;상승....&nbsp;+4.5원(+0.41%)&nbsp;1,103.9원 <br />●&nbsp;아시아&nbsp;증시,&nbsp;중국(+0.84%),&nbsp;일본(-0.97%),&nbsp;홍콩(+1.01%),&nbsp;대만(-0.03%) <br />●&nbsp;BOA&nbsp;"금리&nbsp;상승,&nbsp;美&nbsp;증시&nbsp;최대&nbsp;리스크&hellip;테이퍼링&nbsp;우려" <br />●&nbsp;"미&nbsp;상무부,&nbsp;인텔의&nbsp;화웨이&nbsp;수출면허&nbsp;취소" <br />●&nbsp;눈덩이처럼&nbsp;불어난&nbsp;미&nbsp;부채의&nbsp;한계는&hellip;JP모간&nbsp;"금리&nbsp;3%되면&nbsp;위기" <br />●&nbsp;"바이든,&nbsp;미국-캐나다&nbsp;송유관&nbsp;사업&nbsp;취임&nbsp;첫날&nbsp;무효화" <br />●&nbsp;기재부ㆍ한은,&nbsp;'코로나19發&nbsp;글로벌&nbsp;임밸런스'&nbsp;우려 <br />●&nbsp;이재용,&nbsp;국정농단&nbsp;파기환송심서&nbsp;징역&nbsp;2년6개월&hellip;법정구속 <br /><br />[기업/산업] <br />●&nbsp;K배터리&nbsp;잘&nbsp;나간다&hellip;올해&nbsp;생산&nbsp;32%&nbsp;늘며&nbsp;6년&nbsp;연속&nbsp;수출&nbsp;신기록&nbsp;전망 <br />●&nbsp;LG엔솔&nbsp;"SK이노,&nbsp;美PTAB의&nbsp;'특허&nbsp;무효&nbsp;가능성&nbsp;언급'은&nbsp;진실&nbsp;오도" <br />●&nbsp;SK이노베이션,&nbsp;"PTAB,&nbsp;LG&nbsp;특허&nbsp;무효가능성&nbsp;언급" <br />●&nbsp;코로나19&nbsp;속&nbsp;반도체&middot;컴퓨터&nbsp;날았다&hellip;작년&nbsp;ICT수출&nbsp;역대&nbsp;세&nbsp;번째 <br />●&nbsp;LGU+-LG헬로비전,&nbsp;국내&nbsp;최초&nbsp;美&nbsp;'디즈니플러스'&nbsp;품나 <br />●&nbsp;글로벌&nbsp;입지&nbsp;높이는&nbsp;야놀자&hellip;국내&nbsp;1위&nbsp;호텔&nbsp;솔루션&nbsp;산하정보기술&nbsp;인수 <br /><br />[경제/증시/부동산] <br />●&nbsp;코스닥시장&nbsp;공시&nbsp;전년보다&nbsp;8.8%&nbsp;증가&hellip;&nbsp;변동성&nbsp;확대로&nbsp;조회공시&nbsp;급증 <br />●&nbsp;해외&nbsp;투자자,&nbsp;바이든&nbsp;시대&nbsp;弱달러&nbsp;예상&hellip;대규모&nbsp;부양책&nbsp;영향 <br />●&nbsp;연기금풀&nbsp;작년&nbsp;11월&nbsp;주식수익률&nbsp;급반등&hellip;국내채권은&nbsp;하락 <br />●&nbsp;코스닥서&nbsp;벤처기업&nbsp;비중&nbsp;43%&hellip;바이오&middot;반도체&nbsp;많아&nbsp; <br />●&nbsp;"집&nbsp;팔아&nbsp;남는&nbsp;것&nbsp;없다"&hellip;6월부터&nbsp;종부세&middot;양도세&nbsp;대폭&nbsp;인상 <br /><br />[정치/사회/국내&nbsp;기타] <br />●&nbsp;文&nbsp;대통령&nbsp;"한미연합훈련,&nbsp;비핵화&nbsp;평화라는&nbsp;틀&nbsp;속에서&nbsp;논의될&nbsp;문제" <br />●&nbsp;문대통령&nbsp;"백신접종,&nbsp;안심해도&nbsp;돼&hellip;부작용은&nbsp;보상" <br />●&nbsp;문재인&nbsp;대통령&nbsp;"韓中&nbsp;관계&nbsp;중요&hellip;&nbsp;시진핑&nbsp;조기방한&nbsp;노력할&nbsp;것" <br />●&nbsp;정부,&nbsp;넷플릭스법&nbsp;적용&nbsp;대상&nbsp;지정&hellip;&nbsp;구글&nbsp;등&nbsp;6개&nbsp;사업자 <br />●&nbsp;'그린뉴딜&middot;탄소중립'&nbsp;에너지&nbsp;기술혁신에&nbsp;1조1000억&nbsp;투자 <br />●&nbsp;인천&middot;세종&middot;부산&nbsp;등&nbsp;7개&nbsp;도시에&nbsp;'지상의&nbsp;지하철'&nbsp;BRT&nbsp;달린다 <br /><br />[국제/해외] <br />●&nbsp;스가&nbsp;지지율,&nbsp;취임&nbsp;4개월만에&nbsp;74%&rarr;39%&hellip;역대&nbsp;최대폭&nbsp;추락 <br />●&nbsp;GM,&nbsp;캐나다&nbsp;공장에&nbsp;8천600억원&nbsp;투자&hellip;전기밴&nbsp;생산 <br />●&nbsp;佛&nbsp;석유기업&nbsp;토탈&nbsp;"미국석유협회&nbsp;탈퇴한다" <br />●&nbsp;이란&nbsp;"한국내&nbsp;동결자산으로&nbsp;밀린&nbsp;유엔회비&nbsp;납부&nbsp;제안" <br />●&nbsp;바이든,&nbsp;'금융규제'&nbsp;CFPB수장에&nbsp;워런&nbsp;측근&nbsp;발탁&hellip;월가&nbsp;벌벌&nbsp;떠나</p> 【국내주식】국내장 마감 시황 현황 개미날다 마감브리핑 마감시황 마감요약 장마감시황 장마감요약 주식장마감 주식정보 증시마감 증시마감요약 개미날다TV https://antflying.tistory.com/267 https://antflying.tistory.com/267#entry267comment Mon, 18 Jan 2021 22:17:38 +0900 https://antflying.tistory.com/266 <p data-ke-size="size18">증권사&nbsp;추천&nbsp;종목&nbsp;【2021.01.18,월】</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210118_221046.png" data-origin-width="937" data-origin-height="671" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/PhqkL/btqT3s9ifp7/9SM3pkmEc5eKKEjsiKa1a1/img.png" data-phocus="https://blog.kakaocdn.net/dn/PhqkL/btqT3s9ifp7/9SM3pkmEc5eKKEjsiKa1a1/img.png" data-alt="증권사추천주"><img src="https://blog.kakaocdn.net/dn/PhqkL/btqT3s9ifp7/9SM3pkmEc5eKKEjsiKa1a1/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FPhqkL%2FbtqT3s9ifp7%2F9SM3pkmEc5eKKEjsiKa1a1%2Fimg.png" data-filename="20210118_221046.png" data-origin-width="937" data-origin-height="671" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>증권사추천주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>▶️&nbsp;종목별&nbsp;증권사&nbsp;주요&nbsp;의견&nbsp;(1월&nbsp;18일) <br /><br /><br />●LG화학 <br />New(전지+첨단소재)-Old(화학)&nbsp;콜라보 <br />4Q20&nbsp;영업이익은&nbsp;7,488억원으로&nbsp;기존&nbsp;추정치&nbsp;대비&nbsp;-23%&nbsp;하향&nbsp;조정 <br />21년&nbsp;전&nbsp;사업부문&nbsp;추가&nbsp;이익&nbsp;개선&nbsp;중,&nbsp;영업이익&nbsp;3.9조원(+64%&nbsp;YoY)&nbsp;추정 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;1,065,000원&nbsp;/&nbsp;메리츠&nbsp;노우호 <br /><br />●셀트리온 <br />글로벌&nbsp;빅파마와&nbsp;어깨를&nbsp;나란히 <br />COVID-19&nbsp;항체&nbsp;치료제&nbsp;2상&nbsp;성공,&nbsp;해외에서도&nbsp;긴급승인&nbsp;충분할&nbsp;것 <br />2분기&nbsp;해외&nbsp;긴급승인과&nbsp;수출&nbsp;동시에&nbsp;발생&nbsp;예상 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;40만원&nbsp;/&nbsp;유진투자&nbsp;한병화 <br /><br />●셀트리온헬스케어 <br />렉키로나주의&nbsp;해외&nbsp;승인과&nbsp;수출&nbsp;모멘텀&nbsp;예상 <br />해외&nbsp;승인과&nbsp;수출&nbsp;2분기안에&nbsp;윤곽&nbsp;집힐&nbsp;것&nbsp;2021년도&nbsp;고성장의&nbsp;해 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;19만원&nbsp;/&nbsp;유진투자&nbsp;한병화 <br /><br />●카카오 <br />21년에도&nbsp;이어지는&nbsp;양질의&nbsp;성장 <br />기대치&nbsp;부합&nbsp;예상 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;54만원&nbsp;/&nbsp;DB금투&nbsp;황현준 <br /><br />●영원무역 <br />4Q20&nbsp;Preview:&nbsp;실적&nbsp;가시성&nbsp;우수 <br />자회사&nbsp;효과&nbsp;톡톡 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;45,000원&nbsp;/&nbsp;메리츠&nbsp;하누리 <br /><br />●휠라홀딩스 <br />4Q20&nbsp;Preview:&nbsp;미국,&nbsp;드디어&nbsp;&lsquo;+&rsquo;&nbsp;성장 <br />로열티&nbsp;외&nbsp;전&nbsp;사업부&nbsp;개선세&nbsp;확인 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;63,000원&nbsp;/&nbsp;메리츠&nbsp;하누리 <br /><br />●현대차 <br />재평가&nbsp;기대가&nbsp;이어질&nbsp;전망 <br />4Q20&nbsp;연결&nbsp;매출액&nbsp;28.1조원(YoY&nbsp;+1.2%),&nbsp;영업이익&nbsp;1조&nbsp;7,578억원(YoY&nbsp;+51%)&nbsp;전망 <br />자동차&nbsp;부문&nbsp;매출액&nbsp;22.5조원(YoY&nbsp;+1.1%),&nbsp;영업이익&nbsp;1.3조원(OPM&nbsp;6.0%)&nbsp;예상 <br />4Q20&nbsp;글로벌&nbsp;도매판매량은&nbsp;113.8만대로&nbsp;YoY&nbsp;4.8%&nbsp;감소했으나&nbsp;중국&nbsp;제외시는&nbsp;100만대로&nbsp;YoY&nbsp;1.1%&nbsp;증가 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;32만원&nbsp;/&nbsp;KTB증권&nbsp;이한준 <br /><br />●기아차 <br />4분기&nbsp;연결&nbsp;매출액&nbsp;16.5조원&nbsp;(YoY&nbsp;+2.7%),&nbsp;영업이익&nbsp;9.428&nbsp;억원(YoY&nbsp;+59.7%)&nbsp;전망 <br />글로벌&nbsp;도매판매&nbsp;74.3만대로&nbsp;YoY&nbsp;flat%&nbsp;기록.&nbsp;중국을&nbsp;제외하면&nbsp;63.5만대로&nbsp;YoY-0.6를&nbsp;기록.&nbsp; <br />인도&nbsp;지역의&nbsp;판매&nbsp;회복이&nbsp;예상보다&nbsp;강했지만&nbsp;12월&nbsp;파업&nbsp;영향으로&nbsp;내수&nbsp;판매&nbsp;-5%가&nbsp;아쉬운&nbsp;부분.&nbsp;1Q21부터&nbsp;정상화&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;82,000원&nbsp;/&nbsp;KTB증권&nbsp;이한준 <br /><br />●현대모비스 <br />4Q20&nbsp;Preview:&nbsp;전동화&nbsp;비중&nbsp;상승세에&nbsp;올라타자 <br />4Q20&nbsp;현대차&nbsp;그룹&nbsp;글로벌&nbsp;BEV&nbsp;판매&nbsp;+111%,&nbsp;PHEV&nbsp;+65%&nbsp;기록 <br />이에&nbsp;따라&nbsp;동사&nbsp;전동화&nbsp;부문&nbsp;매출액&nbsp;역시&nbsp;YoY&nbsp;52%&nbsp;증가한&nbsp;1.3조원으로&nbsp;추정 <br />e-GMP&nbsp;향&nbsp;전동화&nbsp;부품&nbsp;출하가&nbsp;누적되어&nbsp;수익성&nbsp;개선으로&nbsp;나타나는&nbsp;시기&nbsp;본격적인&nbsp;re-rating&nbsp;기대 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;40만원&nbsp;/&nbsp;KTB증권&nbsp;이한준 <br /><br />●효성중공업 <br />수소로&nbsp;Value&nbsp;UP! <br />본업(중공업/건설)&nbsp;턴어라운드에&nbsp;따른&nbsp;실적&nbsp;개선&nbsp;+&nbsp;수소충전소/수소액화&nbsp;플랜트&nbsp;기대감 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;9만원&nbsp;/&nbsp;KTB증권&nbsp;전혜영 <br /><br />●두산퓨얼셀 <br />퀀텀점프를&nbsp;준비하는&nbsp;2021년 <br />2022년&nbsp;HPS&nbsp;시행에&nbsp;따라&nbsp;발전용&nbsp;연료전지&nbsp;발주는&nbsp;단기간&nbsp;내&nbsp;확대될&nbsp;전망 <br />2021-2023년&nbsp;발주량을&nbsp;연간&nbsp;500MW로&nbsp;전망치&nbsp;상향에&nbsp;기반해&nbsp;2022년&nbsp;이후&nbsp;실적&nbsp;상향&nbsp;조정 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;74,000원&nbsp;/&nbsp;KTB증권&nbsp;전혜영 <br /><br />●에스퓨얼셀 <br />건물에&nbsp;이어&nbsp;모빌리티까지&nbsp;진출 <br />신재생에너지&nbsp;발전&nbsp;의무화&nbsp;정책을&nbsp;바탕으로&nbsp;건물용&nbsp;연료전지에&nbsp;대한&nbsp;수요는&nbsp;점차&nbsp;증가할&nbsp;것으로&nbsp;전망 <br />2020E&nbsp;4MW&rarr;2025E&nbsp;25MW <br />BUY&nbsp;/&nbsp;목표주가&nbsp;48,000원&nbsp;/&nbsp;KTB증권&nbsp;전혜영 <br /><br />●제이엔케이히터 <br />국내&nbsp;유일한&nbsp;독자적인&nbsp;수소개질기&nbsp;생산&nbsp;업체로&nbsp;on-site&nbsp;충전소&nbsp;EPC&nbsp;경험을&nbsp;보유 <br />올해&nbsp;부터&nbsp;수소충전소&nbsp;발주&nbsp;큰&nbsp;폭으로&nbsp;증가하며&nbsp;동사의&nbsp;수소&nbsp;부문&nbsp;매출&nbsp;2025년&nbsp;약&nbsp;1,400억원으로&nbsp;4배&nbsp;이상&nbsp;증가&nbsp;전망 <br />당분간&nbsp;수소의&nbsp;생산은&nbsp;개질수소에&nbsp;의존할&nbsp;수밖에&nbsp;없다는&nbsp;점 <br />수소부문&nbsp;실적&nbsp;증가&nbsp;확인되며&nbsp;투자&nbsp;메리트&nbsp;확대될&nbsp;것으로&nbsp;예상 <br />NR&nbsp;/&nbsp;KTB증권&nbsp;전혜영 <br /><br />●비나텍 <br />시장이&nbsp;커질수록&nbsp;소재&nbsp;수요는&nbsp;확대된다 <br />연료전지&nbsp;보급&nbsp;확대에&nbsp;따라&nbsp;글로벌&nbsp;MEA&nbsp;수요도&nbsp;급증할&nbsp;것으로&nbsp;전망(2020~2024&nbsp;CAGR&nbsp;+65%) <br />동사의&nbsp;관련&nbsp;매출액도&nbsp;2020E&nbsp;35억원&rarr;2021E&nbsp;75억원(YoY&nbsp;+114%)으로&nbsp;증가하며&nbsp;매출&nbsp;비중&nbsp;12.5%로&nbsp;확대될&nbsp;것으로&nbsp;추정됨 <br />글로벌&nbsp;연료전지&nbsp;생산업체들&nbsp;대비&nbsp;밸류에이션&nbsp;매력도&nbsp;높음 <br />NR&nbsp;/&nbsp;KTB증권&nbsp;전혜영 <br /><br />●CJ&nbsp;CGV <br />올해는&nbsp;씨집&nbsp;갈거야 <br />투자의견&nbsp;매수(Buy)&nbsp;유지,&nbsp;목표주가&nbsp;36,000원으로&nbsp;24%&nbsp;상향 <br />4Q20&nbsp;Preview:&nbsp;이제는&nbsp;회복될&nbsp;일만&nbsp;남았다 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;36,000원&nbsp;/&nbsp;대신증권&nbsp;김회재 <br /><br />●현대백화점 <br />4Q20&nbsp;Preview:&nbsp;영업이익&nbsp;634억원(-40.0%yoy)&nbsp;전망&nbsp; <br />Turnaround&nbsp;라는&nbsp;확실한&nbsp;방향 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;96,000원&nbsp;/&nbsp;유진투자&nbsp;주영훈 <br /><br />●디아이 <br />본격적인&nbsp;턴어라운드,&nbsp;늦기&nbsp;전에&nbsp;보세요 <br />EPS&nbsp;증가&nbsp;및&nbsp;ROE&nbsp;개선&nbsp;모멘텀&nbsp;확실하다 <br />P&nbsp;증가하고,&nbsp;신규&nbsp;장비도&nbsp;수주하고,&nbsp;장비&nbsp;수요도&nbsp;증가하고 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;7,000원&nbsp;/&nbsp;DS증권&nbsp;권태우 <br /><br />●한미반도체 <br />TSMC&nbsp;2021년&nbsp;Capex&nbsp;증가에&nbsp;투자하는&nbsp;좋은&nbsp;방법 <br />TSMC의&nbsp;2021년&nbsp;Capex는&nbsp;250~280억&nbsp;달러로&nbsp;전년도&nbsp;172억&nbsp;달러대비&nbsp;50%&nbsp;이상&nbsp;증가&nbsp;전망 <br />TSMC의&nbsp;증설은&nbsp;결국&nbsp;후공정업체들인&nbsp;OSAT&nbsp;업체들의&nbsp;증설로&nbsp;이어져&nbsp;동사&nbsp;수혜&nbsp;전망 <br />NR&nbsp;/&nbsp;SK증권&nbsp;윤혁진 <br /><br />●삼성엔지니어링 <br />4Q20&nbsp;Preview&nbsp;:&nbsp;시장&nbsp;예상치&nbsp;하회&nbsp;전망 <br />수주&nbsp;성장&nbsp;지속&nbsp;여부가&nbsp;관건 <br />2020년&nbsp;양호한&nbsp;수주&nbsp;성과,&nbsp;2021년&nbsp;수주&nbsp;공백은&nbsp;경계할&nbsp;필요 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;16,000원&nbsp;/&nbsp;유안타&nbsp;김기룡 <br /><br />●GS건설 <br />4Q20&nbsp;Preview&nbsp;:&nbsp;시장&nbsp;예상치&nbsp;부합&nbsp;전망 <br />성장주가&nbsp;갖춰야&nbsp;할&nbsp;요건은&nbsp;충분 <br />실적&nbsp;성장세&nbsp;지속,&nbsp;호주&nbsp;인프라&nbsp;시장&nbsp;내&nbsp;수주성과&nbsp;기대 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;54,000원&nbsp;/&nbsp;유안타&nbsp;김기룡 <br /><br />●자이에스앤디 <br />실적&nbsp;성장,&nbsp;정책&nbsp;모멘텀&nbsp;두루&nbsp;겸비 <br />주택&nbsp;착공&nbsp;확대와&nbsp;Home&nbsp;Improvement&nbsp;옵션매출로&nbsp;호실적&nbsp;기대 <br />역세권&nbsp;용적률&nbsp;완화&nbsp;수혜주,&nbsp;단기&nbsp;차익실현에&nbsp;따른&nbsp;주가&nbsp;조정&nbsp;가능성 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;16,500원&nbsp;/&nbsp;이베스트&nbsp;김세련 <br /><br />●현대건설 <br />4Q20&nbsp;Preview&nbsp;:&nbsp;시장&nbsp;예상치&nbsp;소폭&nbsp;하회&nbsp;전망 <br />2021년,&nbsp;뚜렷한&nbsp;실적&nbsp;개선과&nbsp;수주&nbsp;모멘텀&nbsp;이어질&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;57,000원&nbsp;/&nbsp;유안타&nbsp;김기룡 <br /><br />●대우건설 <br />4Q20&nbsp;Preview&nbsp;:&nbsp;시장&nbsp;예상치&nbsp;소폭&nbsp;하회&nbsp;전망 <br />실적의&nbsp;신뢰도는&nbsp;점차&nbsp;높아질&nbsp;전망 <br />수주와&nbsp;분양&nbsp;증가,&nbsp;뚜렷한&nbsp;실적&nbsp;개선&nbsp;기반&nbsp;마련 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;7,200원&nbsp;/&nbsp;유안타&nbsp;김기룡 <br /><br />●삼성물산 <br />안정적인&nbsp;지배구조와&nbsp;장기&nbsp;노이즈&nbsp;소멸&nbsp;구간 <br />ESG&nbsp;강화에&nbsp;따른&nbsp;주가&nbsp;프리미엄&nbsp;기대 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;20만원&nbsp;/&nbsp;신한금투&nbsp;김수현 <br /><br />●한신공영 <br />땅값&gt;시총,&nbsp;수주와&nbsp;분양이&nbsp;반등 <br />한신공영은&nbsp;중견&nbsp;건설사로&nbsp;토목,&nbsp;건축&nbsp;사업을&nbsp;영위 <br />3분기&nbsp;실적은&nbsp;연결&nbsp;매출액&nbsp;3,393억원(YoY&nbsp;-9%),&nbsp;영업이익&nbsp;268억원(YoY&nbsp;+33%)을&nbsp;기록하여&nbsp;영업이익&nbsp;개선세 <br />NR&nbsp;/&nbsp;현대차증권&nbsp;성정환 <br /><br />●현대건설기계 <br />2021년&nbsp;안정성장&nbsp;예상 <br />인도시장&nbsp;잡고&nbsp;있는&nbsp;현대건설기계&nbsp;2021년&nbsp;안정성장&nbsp;예상 <br />2021년&nbsp;매출액과&nbsp;영업이익&nbsp;8.6%,&nbsp;48.2%&nbsp;증가&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;45,000원&nbsp;/&nbsp;신영증권&nbsp;엄경아 <br /><br />●BGF리테일 <br />지나간&nbsp;부진보다는&nbsp;다가오는&nbsp;회복에&nbsp;주목할&nbsp;시점 <br />실적&nbsp;부진의&nbsp;정점은&nbsp;지나,&nbsp;중장기&nbsp;관점에서&nbsp;매수&nbsp;접근은&nbsp;가능 <br />2021년&nbsp;매출&nbsp;+7%,&nbsp;영업이익&nbsp;+35%&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;18만원&nbsp;/&nbsp;KB증권&nbsp;박신애 <br /><br />●스튜디오드래곤 <br />빅벳은&nbsp;대장한테&nbsp;온다 <br />한드`와&nbsp;`웹툰&nbsp;브랜드화의&nbsp;장본인 <br />21F&nbsp;이후&nbsp;유통망&nbsp;확장에&nbsp;더해&nbsp;제작&nbsp;Capa도&nbsp;증가한다 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;12만원&nbsp;/&nbsp;미래에셋&nbsp;박정엽 <br /><br />●키다리스튜디오 <br />레진을&nbsp;등에&nbsp;업고&nbsp;장르&nbsp;지배력&nbsp;확대 <br />제작(CP)과&nbsp;유통(플랫폼)&nbsp;밸류체인을&nbsp;함께&nbsp;보유한&nbsp;니치&nbsp;장르의&nbsp;강자 <br />한국,&nbsp;일본,&nbsp;북미,&nbsp;유럽&nbsp;시장에&nbsp;노출된&nbsp;3위&nbsp;웹툰&nbsp;사업자로&nbsp;도약 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;17,000원&nbsp;/&nbsp;미래에셋&nbsp;박정엽 <br /><br />●이마트 <br />코로나&nbsp;서프라이즈 <br />4분기&nbsp;높아진&nbsp;기대치를&nbsp;상회할&nbsp;전망 <br />1분기&nbsp;실적&nbsp;호조세&nbsp;이어질&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;22만원&nbsp;/&nbsp;한화증권&nbsp;남성현 <br /><br />●삼성에스디에스 <br />4Q20&nbsp;실적&nbsp;컨센&nbsp;상회할&nbsp;것으로&nbsp;전망 <br />물류&nbsp;부문의&nbsp;지속&nbsp;성장과&nbsp;SI&nbsp;부문의&nbsp;개선이&nbsp;동반으로&nbsp;이뤄질&nbsp;것으로&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;26만원&nbsp;/&nbsp;케이프&nbsp;최진성 </p> 【증권사의견】종목별 의견 개미날다 디아이 비나텍 삼성에스디에스 스튜디오드래곤 영원무역 이마트 주식정보 카카오 키다리스튜디오 개미날다TV https://antflying.tistory.com/266 https://antflying.tistory.com/266#entry266comment Mon, 18 Jan 2021 22:15:30 +0900 https://antflying.tistory.com/265 <p>특징주&nbsp;(2021.01.18,월)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-origin-width="751" data-origin-height="587" data-filename="20210118_221015.png" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/brCgRF/btqTYRhVVzN/rSwP5nNE7Foqnk675vUgMK/img.png" data-phocus="https://blog.kakaocdn.net/dn/brCgRF/btqTYRhVVzN/rSwP5nNE7Foqnk675vUgMK/img.png" data-alt="특징주"><img src="https://blog.kakaocdn.net/dn/brCgRF/btqTYRhVVzN/rSwP5nNE7Foqnk675vUgMK/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FbrCgRF%2FbtqTYRhVVzN%2FrSwP5nNE7Foqnk675vUgMK%2Fimg.png" data-origin-width="751" data-origin-height="587" data-filename="20210118_221015.png" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>특징주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[2021년&nbsp;1월18일&nbsp;장중특징주] <br /><br />■&nbsp;한일화학 <br />670억원&nbsp;시흥&nbsp;본사&nbsp;매각&nbsp;소식에&nbsp;상한가 <br /><br />■&nbsp;호텔신라우,&nbsp;휘닉스소재 <br />이재용&nbsp;부회장&nbsp;파기환송심,&nbsp;법정구속&nbsp;징역&nbsp;2년6개월&nbsp;실형&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;삼성전자,&nbsp;삼성물산,&nbsp;삼성생명,&nbsp;삼성화재,&nbsp;삼성에스디에스,&nbsp;삼성전기,&nbsp;삼성SDI,&nbsp;삼성전기,&nbsp;삼성중공업,&nbsp;삼성카드 <br />이재용&nbsp;부회장&nbsp;파기환송심,&nbsp;법정구속&nbsp;징역&nbsp;2년6개월&nbsp;실형&nbsp;소식에&nbsp;삼성그룹주&nbsp;하락 <br /><br />■&nbsp;한미반도체 <br />대만&nbsp;TSMC&nbsp;증설...수혜&nbsp;전망에&nbsp;상승 <br /><br />■&nbsp;한국파마,&nbsp;필룩스 <br />코로나19&nbsp;치료제&nbsp;임상2상&nbsp;완료에&nbsp;신고가 <br /><br />■&nbsp;셀트리온,&nbsp;셀트리온헬스케어,&nbsp;셀트리온제약 <br />식약처,&nbsp;셀트리온&nbsp;코로나&nbsp;치료제&nbsp;임상3상전제&nbsp;허가권고&nbsp;소식에&nbsp;하락 <br /><br />■&nbsp;지니틱스 <br />구글&nbsp;21억달러&nbsp;'핏빗'&nbsp;인수,&nbsp;세계1위&nbsp;터치IC&nbsp;공급사&nbsp;주목에&nbsp;상승 <br /><br />■&nbsp;농우바이오,&nbsp;우성사료,&nbsp;한일사료 <br />곡물가격&nbsp;상승&nbsp;수혜&nbsp;기대에&nbsp;강세 <br /><br />■&nbsp;한화에어로스페이스 <br />위성분야&nbsp;사업확장&nbsp;기대감에&nbsp;상승 <br /><br />■&nbsp;쎄트렉아이,&nbsp;인텔리안테크,&nbsp;켄코아에어로스페이스,&nbsp;AP위성,&nbsp;비츠로테크 <br />저궤도&nbsp;인공위성&nbsp;산업&nbsp;성장&nbsp;기대에&nbsp;상승 <br /><br />■&nbsp;현대위아 <br />전기차&nbsp;전용&nbsp;열관리시스템&nbsp;개발&nbsp;성공&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;SK케미칼 <br />아스트라제네카&nbsp;美&nbsp;승인&nbsp;가능성에&nbsp;상승 <br /><br />■&nbsp;키다리스튜디오 <br />웹툰업체&nbsp;레진엔터테인먼트&nbsp;인수를&nbsp;통한&nbsp;시장&nbsp;점유율&nbsp;확대&nbsp;전망에&nbsp;상승 <br /><br />■&nbsp;한농화성,&nbsp;씨아이에스,&nbsp;아바코 <br />전세계&nbsp;전기차&nbsp;시장주목...차세대&nbsp;전기차&nbsp;배터리인&nbsp;전고체&nbsp;배터리&nbsp;기대감에&nbsp;상승 <br /><br />■&nbsp;셀리버리 <br />100%&nbsp;무상증자에&nbsp;상승</p> 【특징주】 일일 특징주 AP위성 농우바이오 셀리버리 쎄트렉아이 아바코 우성사료 인테리안테크 한농화성 한일사료 현대위아 개미날다TV https://antflying.tistory.com/265 https://antflying.tistory.com/265#entry265comment Mon, 18 Jan 2021 22:14:05 +0900 https://antflying.tistory.com/264 <p data-ke-size="size18">주식&nbsp;종목&nbsp;상승률&nbsp;TOP&nbsp;30&nbsp;(2021.01.18,월)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210118_220958.png" data-origin-width="1030" data-origin-height="748" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/yJ6O9/btqTNABKSRI/OdowBNtUVHCxNvyyNYaRB1/img.png" data-phocus="https://blog.kakaocdn.net/dn/yJ6O9/btqTNABKSRI/OdowBNtUVHCxNvyyNYaRB1/img.png" data-alt="급등주,테마주"><img src="https://blog.kakaocdn.net/dn/yJ6O9/btqTNABKSRI/OdowBNtUVHCxNvyyNYaRB1/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FyJ6O9%2FbtqTNABKSRI%2FOdowBNtUVHCxNvyyNYaRB1%2Fimg.png" data-filename="20210118_220958.png" data-origin-width="1030" data-origin-height="748" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>급등주,테마주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>2021년&nbsp;1월&nbsp;18일&nbsp;상승률&nbsp;TOP30 <br /><br /><br />1.&nbsp;GV(29.93%)&nbsp;:&nbsp;15일&nbsp;60억원&nbsp;규모의&nbsp;스마트팜&nbsp;식물&nbsp;공장&nbsp;시설&nbsp;공사&nbsp;계약&nbsp;체결&nbsp;및&nbsp;곡물&nbsp;가격&nbsp;상승에&nbsp;관련주로&nbsp;부각되며&nbsp;상한가 <br /><br />2.&nbsp;필룩스(29.9%)&nbsp;:&nbsp;한국파마&nbsp;생산&nbsp;코로나19&nbsp;치료제,&nbsp;제넨셀&nbsp;인도&nbsp;임상2상&nbsp;완료&nbsp;속&nbsp;95%&nbsp;효과&nbsp;확인&nbsp;사실&nbsp;재부각&nbsp;등에&nbsp;제넨셀과&nbsp;전략적&nbsp;제휴&nbsp;사실이&nbsp;지속&nbsp;부각되며&nbsp;상한가 <br /><br />3.&nbsp;지엘팜텍(29.9%)&nbsp;:&nbsp;이재명&nbsp;경기도지사,&nbsp;차기&nbsp;대통령&nbsp;선호도&nbsp;1위&nbsp;모멘텀&nbsp;지속에&nbsp;일부&nbsp;정치/인맥(이재명)&nbsp;테마&nbsp;상승&nbsp;속&nbsp;상한가 <br /><br />4.&nbsp;신세계건설(29.89%)&nbsp;:&nbsp;문재인&nbsp;대통령,&nbsp;설전&nbsp;부동산&nbsp;대책&nbsp;발표&nbsp;소식&nbsp;등에&nbsp;일부&nbsp;건설&nbsp;중소형&nbsp;테마&nbsp;상승&nbsp;속&nbsp;상한가 <br /><br />5.&nbsp;한국파마(29.87%)&nbsp;:&nbsp;자사&nbsp;생산&nbsp;코로나19&nbsp;치료제,&nbsp;제넨셀&nbsp;인도&nbsp;임상2상&nbsp;완료&nbsp;속&nbsp;95%&nbsp;효과&nbsp;확인&nbsp;사실&nbsp;재부각&nbsp;등에&nbsp;나흘째&nbsp;상한가 <br /><br />6.&nbsp;한일화학(29.68%)&nbsp;:&nbsp;오세훈&nbsp;서울&nbsp;시장&nbsp;출마&nbsp;소식&nbsp;및&nbsp;670&nbsp;억원&nbsp;규모&nbsp;유형자산&nbsp;양도&nbsp;결정&nbsp;속&nbsp;상한가 <br /><br />7.&nbsp;한농화성(29.68%)&nbsp;:&nbsp;KBSI,&nbsp;자유변형&nbsp;가능한&nbsp;전고체&nbsp;이차전지&nbsp;개발&nbsp;소식&nbsp;속&nbsp;전고체&nbsp;배터리&nbsp;핵심소재&nbsp;전해질&nbsp;개발진행&nbsp;사실&nbsp;지속&nbsp;부각에&nbsp;상한가 <br /><br />8.&nbsp;이건홀딩스(29.09%)&nbsp;:&nbsp;바이든&nbsp;취잉을&nbsp;앞두고&nbsp;친환경주로&nbsp;부각되며&nbsp;급등 <br /><br />9.&nbsp;국전약품(24.65%)&nbsp;:&nbsp;국내&nbsp;최대&nbsp;나파모스타트&nbsp;생산&nbsp;부각&nbsp;및&nbsp;관련&nbsp;치료제&nbsp;개발&nbsp;기대감&nbsp;등에&nbsp;급등 <br /><br />10.&nbsp;켄코아에어로스페이스(24.56%)&nbsp;:&nbsp;아크인베스트,&nbsp;'우주'&nbsp;ETF&nbsp;출시&nbsp;기대감&nbsp;지속&nbsp;및&nbsp;KAI&middot;KAIST&nbsp;소형위성&nbsp;분야&nbsp;MOU&nbsp;체결&nbsp;등에&nbsp;항공기부품&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />11.&nbsp;제이웨이(23.51%)&nbsp;:&nbsp;상승&nbsp;이유&nbsp;알&nbsp;수&nbsp;없음 <br /><br />12.&nbsp;글로벌에스엠(23.35%)&nbsp;:&nbsp;이재명&nbsp;경기도지사,&nbsp;차기&nbsp;대통령&nbsp;선호도&nbsp;1위&nbsp;모멘텀&nbsp;지속에&nbsp;정치/인맥(이재명)&nbsp;관련주로&nbsp;시장에서&nbsp;지속&nbsp;부각되며&nbsp;급등 <br /><br />13.&nbsp;씨아이에스(20.49%)&nbsp;:&nbsp;KBSI,&nbsp;자유변형&nbsp;가능한&nbsp;전고체&nbsp;이차전지&nbsp;개발&nbsp;소식&nbsp;속&nbsp;한국전자기술연구원과&nbsp;전고체전지&nbsp;상용화&nbsp;기술이전&nbsp;계약&nbsp;체결&nbsp;사실&nbsp;지속&nbsp;부각에&nbsp;급등 <br /><br />14.&nbsp;아바텍(20.37%)&nbsp;:&nbsp;디스플레이&nbsp;관련주&nbsp;중&nbsp;저평가&nbsp;매력에&nbsp;급등&nbsp;추정 <br /><br />15.&nbsp;인텔리안테크(19.81%)&nbsp;:&nbsp;저궤도&nbsp;위성통신&nbsp;시장&nbsp;개화&nbsp;수혜&nbsp;기대감&nbsp;지속에&nbsp;급등 <br /><br />16.&nbsp;골드퍼시픽(17.45%)&nbsp;:&nbsp;한국파마&nbsp;생산&nbsp;코로나19&nbsp;치료제,&nbsp;제넨셀&nbsp;인도&nbsp;임상2상&nbsp;완료&nbsp;속&nbsp;95%&nbsp;효과&nbsp;확인&nbsp;사실&nbsp;재부각&nbsp;속&nbsp;컨소시엄&nbsp;참여&nbsp;자회사&nbsp;에이피알지,&nbsp;원료의약품&nbsp;생산&nbsp;지속&nbsp;부각에&nbsp;급등 <br /><br />17.&nbsp;현우산업(17.09%)&nbsp;:&nbsp;전환청구권&nbsp;행사&nbsp;이후&nbsp;성장성&nbsp;부각에&nbsp;급등&nbsp;추정 <br /><br />18.&nbsp;팜스토리(16.67%)&nbsp;:&nbsp;국제&nbsp;곡물가격&nbsp;급등세&nbsp;지속&nbsp;등에&nbsp;일부&nbsp;사료&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />19.&nbsp;티에스아이(16.01%)&nbsp;:&nbsp;KBSI,&nbsp;자유변형&nbsp;가능한&nbsp;전고체&nbsp;이차전지&nbsp;개발&nbsp;소식&nbsp;속&nbsp;전고체&nbsp;배터리&nbsp;생산&nbsp;설비&nbsp;'연속식&nbsp;믹서'&nbsp;상용화&nbsp;사실&nbsp;지속&nbsp;부각에&nbsp;급등 <br /><br />20.&nbsp;쎄트렉아이(15.98%)&nbsp;:&nbsp;우주항공산업&nbsp;테마&nbsp;상승&nbsp;속&nbsp;지속적인&nbsp;성장&nbsp;기대감&nbsp;등에&nbsp;급등 <br /><br />21.&nbsp;수산중공업(14.91%)&nbsp;:&nbsp;정세균&nbsp;총리&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />22.&nbsp;메카로(14.74%)&nbsp;:&nbsp;2021년반도체&nbsp;산업&nbsp;호황기&nbsp;수혜&nbsp;기대감&nbsp;등에&nbsp;급등 <br /><br />23.&nbsp;휘닉스소재(14.35%)&nbsp;:&nbsp;이재용&nbsp;삼성전자&nbsp;부회장,&nbsp;국정농단&nbsp;파기환송심&nbsp;실형&nbsp;선고&nbsp;속&nbsp;보광그룹&nbsp;역할&nbsp;부각&nbsp;기대감에&nbsp;급등 <br /><br />24.&nbsp;아바코(13.99%)&nbsp;:&nbsp;전고체배터리&nbsp;제조&nbsp;설비&nbsp;개발&nbsp;부각에&nbsp;급등 <br /><br />25.&nbsp;성안(13.82%)&nbsp;:&nbsp;이재명&nbsp;경기도지사,&nbsp;차기&nbsp;대통령&nbsp;선호도&nbsp;1위&nbsp;모멘텀&nbsp;지속에&nbsp;정치/인맥(이재명)&nbsp;관련주로&nbsp;시장에서&nbsp;지속&nbsp;부각되며&nbsp;급등 <br /><br />26.&nbsp;라닉스(13.75%)&nbsp;:&nbsp;일부&nbsp;자율주행차&nbsp;테마&nbsp;및&nbsp;일부&nbsp;시스템반도체&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />27.&nbsp;칩스앤미디어(13.65%)&nbsp;:&nbsp;일부&nbsp;자율주행차&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />28.&nbsp;LG헬로비전(13.52%)&nbsp;:&nbsp;LG유플러스,&nbsp;디즈니플러스&nbsp;서비스&nbsp;예정설&nbsp;속&nbsp;유료방송사업&nbsp;영위&nbsp;자회사로&nbsp;부각되며&nbsp;급등 <br /><br />29.&nbsp;삼영이엔씨(12.99%)&nbsp;:&nbsp;소수&nbsp;주주&nbsp;측&nbsp;상대&nbsp;법원에&nbsp;증거보전신청&nbsp;소식&nbsp;속&nbsp;급등 <br /><br />30.&nbsp;SG&amp;G(12.71%)&nbsp;:&nbsp;이재명&nbsp;경기도지사,&nbsp;차기&nbsp;대통령&nbsp;선호도&nbsp;1위&nbsp;모멘텀&nbsp;지속에&nbsp;정치/인맥(이재명)&nbsp;관련주로&nbsp;시장에서&nbsp;지속&nbsp;부각되며&nbsp;급등 <br /><br /><br />[이재명&nbsp;관련주] <br />지엘팜텍,&nbsp;글로벌에스엠,&nbsp;성안 <br /><br /><br />[우주항공산업/인공위성&nbsp;관련주] <br />켄코아에어로스페이스,&nbsp;인텔리안테크,&nbsp;쎄트렉아이</p> 【상승률TOP】일일상승률TOP 글로벌에스엠 라닉스 삼영이엔씨 성안 쎄트렉아이 아바코 인테리안테크 지엘팜텍 칩스앤미디어 켄코아에어로스페이스 개미날다TV https://antflying.tistory.com/264 https://antflying.tistory.com/264#entry264comment Mon, 18 Jan 2021 22:12:36 +0900 https://antflying.tistory.com/263 <p data-ke-size="size18">경제뉴스&nbsp;(2021.01.15,금)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210118_003443.png" data-origin-width="1002" data-origin-height="686" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/cTGTx9/btqTPyicCQj/YhbIWNGsPcho2E3IcaTnU0/img.png" data-phocus="https://blog.kakaocdn.net/dn/cTGTx9/btqTPyicCQj/YhbIWNGsPcho2E3IcaTnU0/img.png" data-alt="경제뉴스,경제이슈"><img src="https://blog.kakaocdn.net/dn/cTGTx9/btqTPyicCQj/YhbIWNGsPcho2E3IcaTnU0/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FcTGTx9%2FbtqTPyicCQj%2FYhbIWNGsPcho2E3IcaTnU0%2Fimg.png" data-filename="20210118_003443.png" data-origin-width="1002" data-origin-height="686" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>경제뉴스,경제이슈</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>2021년 1월 15일(금) &nbsp;주요이슈점검</p> <p><br />●&nbsp;뉴욕증시,&nbsp;1/14(현지시간)&nbsp;경기&nbsp;부양&nbsp;기대에도&nbsp;美&nbsp;국채금리&nbsp;상승&nbsp;및&nbsp;실업지표&nbsp;부진&nbsp;등에&nbsp;하락&hellip;&nbsp;다우&nbsp;-68.95(-0.22%)&nbsp;30,991.52,&nbsp;나스닥&nbsp;-16.31(-0.12%)&nbsp;13,112.64,&nbsp;S&amp;P500&nbsp;3,795.54(-0.38%),&nbsp;필라델피아반도체&nbsp;3,055.64(+2.13%) <br />●&nbsp;국제유가($,배럴),&nbsp;달러&nbsp;약세&nbsp;및&nbsp;부양책&nbsp;기대감&nbsp;등에&nbsp;상승...&nbsp;WTI&nbsp;+0.66(+1.25%)&nbsp;53.57,&nbsp;브렌트유&nbsp;+0.36(+0.64%)&nbsp;56.42 <br />●&nbsp;국제금($,온스),&nbsp;美&nbsp;국채&nbsp;약세&nbsp;등에&nbsp;하락...&nbsp;Gold&nbsp;-3.50(-0.19%)&nbsp;1,854.90&nbsp; <br />●&nbsp;달러&nbsp;index,&nbsp;제롬&nbsp;파월&nbsp;美&nbsp;연준&nbsp;의장의&nbsp;부양정책&nbsp;원상&nbsp;복구&nbsp;논의&nbsp;시점&nbsp;아니다&nbsp;발언&nbsp;등에&nbsp;약세...&nbsp;-0.15(-0.17%)&nbsp;90.20 <br />●&nbsp;역외환율(원/달러),&nbsp;-5.08(-0.46%)&nbsp;1,096.05 <br />●&nbsp;유럽증시,&nbsp;영국(+0.84%),&nbsp;독일(+0.35%),&nbsp;프랑스(+0.33%) <br />●&nbsp;美&nbsp;주간&nbsp;실업보험청구&nbsp;96만5천&nbsp;명&hellip;8월&nbsp;이후&nbsp;최대&middot;월가&nbsp;예상&nbsp;훌쩍 <br />●&nbsp;美&nbsp;12월&nbsp;수입물가&nbsp;전월비&nbsp;0.9%&uarr;&hellip;월가&nbsp;예상&nbsp;상회 <br />●&nbsp;파월&nbsp;"금리인상&nbsp;가깝지&nbsp;않다&hellip;'출구'&nbsp;논의할&nbsp;때&nbsp;아냐" <br />●&nbsp;파월&nbsp;"강한&nbsp;고용&nbsp;시장&nbsp;회복하는&nbsp;것에&nbsp;가장&nbsp;초점" <br />●&nbsp;독일&nbsp;2020년&nbsp;5.0%&nbsp;역성장&hellip;월가&nbsp;예상&nbsp;상회 <br />●&nbsp;"美&nbsp;제로금리&middot;코로나&nbsp;부양책,&nbsp;글로벌&nbsp;자산거품&nbsp;촉발&nbsp;위험" <br />●&nbsp;WSJ&nbsp;"뉴욕&nbsp;아파트&nbsp;임대료&nbsp;연체&nbsp;20억&nbsp;달러&nbsp;넘을&nbsp;것" <br />●&nbsp;WSJ&nbsp;설문조사&nbsp;"올해&nbsp;미국&nbsp;경제&nbsp;성장률&nbsp;4%&nbsp;이상" <br />●&nbsp;짐&nbsp;크래머&nbsp;"백신&nbsp;이후&nbsp;경제&nbsp;호황&nbsp;증시에&nbsp;반영&nbsp;안&nbsp;돼" <br />●&nbsp;이번엔&nbsp;美서&nbsp;새&nbsp;변이&nbsp;2종&nbsp;발견&hellip;"코로나,&nbsp;영원히&nbsp;사라지지&nbsp;않을&nbsp;것" <br />●&nbsp;하원서&nbsp;탄핵&nbsp;당한&nbsp;트럼프&hellip;퇴임&nbsp;후&nbsp;'상원&nbsp;심판'&nbsp;받는다 <br />●&nbsp;"미중관계&nbsp;파국은&nbsp;없겠지만&hellip;기술패권&nbsp;전쟁은&nbsp;더&nbsp;심화될것" <br />●&nbsp;바이든표&nbsp;2조弗&nbsp;'슈퍼&nbsp;부양책'&nbsp;나온다 <br />●&nbsp;'5인&nbsp;모임&nbsp;금지'&nbsp;이달&nbsp;말까지&nbsp;연장&hellip;헬스장&nbsp;등&nbsp;조건부&nbsp;영업허가&nbsp;될&nbsp;듯 <br />●&nbsp;흐린&nbsp;하늘,&nbsp;비&nbsp;또는&nbsp;눈&hellip;미세먼지&nbsp;'나쁨' <br /><br />[기업/산업] <br />●&nbsp;베일&nbsp;벗은&nbsp;갤럭시&nbsp;S21&hellip;'전문가급&nbsp;AI&nbsp;카메라&middot;역대급&nbsp;프로세서' <br />●&nbsp;삼성,&nbsp;최첨단&nbsp;촬영기술&middot;1억800만화소&nbsp;'3세대&nbsp;이미지센서'&nbsp;출시 <br />●&nbsp;삼성,&nbsp;인텔리전트&nbsp;ANC&nbsp;기능&nbsp;탑재&nbsp;'갤럭시&nbsp;버즈&nbsp;프로'&nbsp;출시 <br />●&nbsp;'또&nbsp;머스크&nbsp;마법!'&hellip;KT&nbsp;지니뮤직&nbsp;테슬라&nbsp;全모델&nbsp;탑재된다 <br />●&nbsp;한화에너지,&nbsp;프랑스&nbsp;토탈과&nbsp;미국서&nbsp;신재생에너지&nbsp;합작사&nbsp;설립 <br />●&nbsp;쿠팡&nbsp;나스닥行에&nbsp;동방&middot;KTH&nbsp;주가&nbsp;덩달아&nbsp;'들썩' <br />●&nbsp;코로나&nbsp;치료제&nbsp;임상&nbsp;발표에도&hellip;셀트리온&nbsp;7%&nbsp;급락 <br />●&nbsp;"셀트리온&nbsp;코로나&nbsp;치료제,&nbsp;이달&nbsp;중&nbsp;노인&nbsp;등에&nbsp;투약" <br />●&nbsp;SK이노&nbsp;회사채&nbsp;역대급&nbsp;흥행&hellip;3천억&nbsp;모집에&nbsp;2조원&nbsp;몰렸다 <br />●&nbsp;SK이노베이션이&nbsp;美서&nbsp;제기한&nbsp;특허무효심판&nbsp;기각 <br />●&nbsp;외국인,&nbsp;연초&nbsp;코스닥&nbsp;3천억&nbsp;팔아치웠지만&hellip;이&nbsp;종목은&nbsp;담았다 <br />●&nbsp;현대인베,&nbsp;인수금융&nbsp;2호펀드&nbsp;모집 <br />●&nbsp;2,500,000,000달러&hellip;하이닉스&nbsp;외화채&nbsp;발행성공 <br />●&nbsp;종근당,&nbsp;코로나&nbsp;치료제&nbsp;입증&hellip;한달&nbsp;후&nbsp;중증환자&nbsp;95%&nbsp;회복 <br />●&nbsp;'홈술'&nbsp;매출이&nbsp;쑥쑥&hellip;롯데칠성&nbsp;강세 <br />●&nbsp;"거래정지&nbsp;회사&nbsp;살래요"&hellip;스킨앤스킨&nbsp;인수전&nbsp;흥행&nbsp;이유는 <br />●&nbsp;삼성물산&nbsp;3중&nbsp;호재&hellip;'실적&middot;지배구조&middot;지분&nbsp;상승' <br />●&nbsp;두산인프라코어&nbsp;매각&nbsp;탄력&hellip;두산&nbsp;1조&nbsp;DICC소송&nbsp;승소 <br />●&nbsp;주식으로&nbsp;번&nbsp;돈&nbsp;집으로?&hellip;들뜨는&nbsp;가구&middot;인테리어株 <br />●&nbsp;외국인,&nbsp;여행株에&nbsp;탑승&hellip;참좋은여행&middot;하나투어&nbsp;급등 <br />●&nbsp;"많이&nbsp;오른&nbsp;LG화학&middot;현대차&nbsp;대신&nbsp;우선株&nbsp;담아라" <br />●&nbsp;대웅제약,&nbsp;CDMO사업&nbsp;진출&hellip;바이오의약품&nbsp;제조업&nbsp;허가&nbsp;받아 <br />●&nbsp;에스원&nbsp;'통합&nbsp;보안&nbsp;플랫폼'&nbsp;선보인다 <br />●&nbsp;냉장고&nbsp;음식으로&nbsp;레시피&nbsp;추천&hellip;CJ올리브,&nbsp;LG전자와&nbsp;AI&nbsp;서비스 <br />●&nbsp;포스코&nbsp;수출&nbsp;선박에&nbsp;중소기업&nbsp;제품&nbsp;선적 <br />●&nbsp;포스코에너지,&nbsp;광양&nbsp;LNG터미널&nbsp;6탱크&nbsp;착공 <br />●&nbsp;쏘렌토&nbsp;하이브리드,&nbsp;개소세&nbsp;혜택&nbsp;받는다 <br />●&nbsp;현대글로비스&middot;울산항만공사&hellip;호찌민&nbsp;항만에&nbsp;물류센터&nbsp;건립 <br />●&nbsp;'무노조&nbsp;경영&nbsp;폐기'&nbsp;선언&nbsp;후&nbsp;첫&nbsp;성과&hellip;삼성디스플레이&nbsp;노사&nbsp;합의 <br />●&nbsp;롯데&nbsp;재도약&nbsp;선언한&nbsp;신동빈&nbsp;"1등&nbsp;위해&nbsp;과감히&nbsp;투자" <br />●&nbsp;뻔뻔한&nbsp;중국&nbsp;2위&nbsp;TV기업&hellip;'LG롤러블TV'&nbsp;이미지&nbsp;무단도용 <br />●&nbsp;노동이사제&nbsp;환영했던&nbsp;한전&hellip;이젠&nbsp;한발&nbsp;빼 <br />●&nbsp;5년전&nbsp;테슬라&nbsp;추천했던&nbsp;박현주&hellip;그가&nbsp;꼽은&nbsp;3개&nbsp;성장산업은? <br />●&nbsp;골든구스&nbsp;품은&nbsp;'퍼미라'&hellip;잡코리아&nbsp;인수&nbsp;총력 <br />●&nbsp;쿠팡,&nbsp;택배사업&nbsp;면허&nbsp;재취득&hellip;로켓배송&middot;제3자물류&nbsp;처리 <br />●&nbsp;IMM&nbsp;PE,&nbsp;바이오투자&nbsp;'5연속&nbsp;히트' <br />●&nbsp;"청약&nbsp;흥행&nbsp;이어가자"&hellip;공모기업&nbsp;3곳&nbsp;수요예측&nbsp;동시&nbsp;출격 <br />●&nbsp;'서울~부산&nbsp;20분'&nbsp;꿈의&nbsp;열차&nbsp;나온다 <br />●&nbsp;설&nbsp;연휴&nbsp;'택배상자&nbsp;대란'&nbsp;불끄기&hellip;골판지&nbsp;원지&nbsp;생산&nbsp;뛰어든&nbsp;제지업계 <br />●&nbsp;전기차&nbsp;충전기&nbsp;2만개&nbsp;쑥&hellip;정유사&nbsp;변신&nbsp;가속 <br />●&nbsp;폭설&middot;한파에&nbsp;배달&nbsp;막히자&nbsp;편의점&nbsp;반찬&middot;야식&nbsp;동났다 <br />●&nbsp;글로벌&nbsp;만화&nbsp;플랫폼,&nbsp;K웹툰이&nbsp;싹쓸이 <br />●&nbsp;'광사태&nbsp;나노입자'&nbsp;세계&nbsp;첫&nbsp;발견&hellip;태양광&middot;자율주행차&nbsp;혁신&nbsp;예고 <br />●&nbsp;AI&nbsp;이어&nbsp;돼지열병도&nbsp;퍼지나&hellip;육류값&nbsp;비상 <br />●&nbsp;수소차,&nbsp;트럭&nbsp;이어&nbsp;소형승합차까지&hellip;"세계&nbsp;어디서나&nbsp;수소&nbsp;충전&nbsp;가능할것" <br /><br />[경제/증시/부동산] <br />●&nbsp;집&nbsp;사는데&nbsp;'영끌'&nbsp;주식열풍에&nbsp;'빚투'&hellip;가계빚&nbsp;1년새&nbsp;101조&nbsp;늘었다 <br />●&nbsp;나랏빚은&nbsp;더&nbsp;빠르게&nbsp;불어나&hellip;작년&nbsp;한해&nbsp;124조원&uarr; <br />●&nbsp;주식&middot;부동산&nbsp;올인?&hellip;난&nbsp;그림투자&nbsp;한다 <br />●&nbsp;"AI가&nbsp;인지노동&nbsp;대체,&nbsp;생산성&nbsp;빅뱅온다" <br />●&nbsp;"올해&nbsp;수출&nbsp;호조로&nbsp;경기&nbsp;서서히&nbsp;회복될&nbsp;것" <br />●&nbsp;한국만&nbsp;있는&nbsp;규제&nbsp;폐지&hellip;경제&nbsp;역동성&nbsp;살린다 <br />●&nbsp;간편결제&nbsp;최대&nbsp;500만원&hellip;로봇진료&nbsp;건보&nbsp;적용&nbsp;추진 <br />●&nbsp;모든&nbsp;코스피&nbsp;상장사&nbsp;'ESG&nbsp;공시'&nbsp;의무화 <br />●&nbsp;정세균&nbsp;"공매도,&nbsp;원래&nbsp;달갑지&nbsp;않아"&hellip;김기식&nbsp;"하락장&nbsp;촉진할&nbsp;수도" <br />●&nbsp;이규홍&nbsp;"코스피&nbsp;큰&nbsp;조정&nbsp;없을것&hellip;대체투자&nbsp;확대" <br /><br />[정치/사회/국내&nbsp;기타] <br />●&nbsp;'지지율&nbsp;1위'&nbsp;이재명,&nbsp;내친김에&nbsp;호남&nbsp;공략 <br />●&nbsp;색깔내는&nbsp;정세균&nbsp;vs&nbsp;이낙연&hellip;丁총리&nbsp;"난&nbsp;이익공유제&nbsp;용어도&nbsp;사용&nbsp;안한다" <br />●&nbsp;박근혜&nbsp;징역20년&nbsp;확정&hellip;정치권&nbsp;사면론&nbsp;재점화 <br />●&nbsp;與,&nbsp;내달&nbsp;'근로자&nbsp;3법'&nbsp;처리&hellip;노동&nbsp;유연성&nbsp;악화&nbsp;우려 <br />●&nbsp;당정,&nbsp;집단소송&middot;징벌적&nbsp;손배제도&nbsp;내달&nbsp;처리&nbsp;'속전속결' <br />●&nbsp;안철수&nbsp;"더&nbsp;양보하라고?"&hellip;국민의힘&nbsp;집중포화에&nbsp;'발끈' <br />●&nbsp;與&nbsp;잠룡들&nbsp;'이익공유제'에&nbsp;견제구 <br />●&nbsp;백신&nbsp;못미더운&nbsp;국민들&hellip;3명중&nbsp;2명&nbsp;"일단&nbsp;지켜본&nbsp;후&nbsp;맞을것" <br />●&nbsp;소상공인에&nbsp;年&nbsp;2.99%&nbsp;금리로&nbsp;18일부터&nbsp;최대&nbsp;3000만원&nbsp;대출 <br />●&nbsp;하루만&nbsp;맡겨도&nbsp;연&nbsp;2%&nbsp;이자&hellip;'파킹통장'에&nbsp;3조&nbsp;몰렸다 <br />●&nbsp;자영업자의&nbsp;눈물&nbsp;"대출&nbsp;다&nbsp;안&nbsp;갚으면&nbsp;폐업도&nbsp;못한다니&hellip;" <br />●&nbsp;러닝머신은&nbsp;안되고&nbsp;덤벨은&nbsp;허용할&nbsp;듯&hellip;헬스장&nbsp;다시&nbsp;문&nbsp;연다 <br />●&nbsp;코로나發&nbsp;학력&nbsp;양극화에&nbsp;'교육판&nbsp;지니계수'&nbsp;만든다 <br />●&nbsp;"두&nbsp;달&nbsp;뒤&nbsp;밥상에서&nbsp;감자&middot;토마토&nbsp;못&nbsp;볼&nbsp;수&nbsp;있습니다" <br />●&nbsp;北&nbsp;'심야&nbsp;열병식'&hellip;전략무기&nbsp;공개&nbsp;주목 <br /><br />[국제/해외] <br />●&nbsp;바이든,&nbsp;中에&nbsp;손내밀어도&hellip;과거로&nbsp;못&nbsp;돌아간다 <br />●&nbsp;민주&nbsp;10國&nbsp;연합으로&nbsp;中&nbsp;'길들이기'&nbsp;시동 <br />●&nbsp;시진핑,&nbsp;슐츠&nbsp;스벅&nbsp;창업주에&nbsp;"美&middot;中&nbsp;협력에&nbsp;역할&nbsp;해달라" <br />●&nbsp;알리바바&middot;텐센트,&nbsp;美&nbsp;투자금지서&nbsp;빠져 <br />●&nbsp;"日,&nbsp;긴급사태&nbsp;확대로&nbsp;GDP&nbsp;2%&nbsp;감소&nbsp;전망" <br />●&nbsp;美&middot;EU,&nbsp;탄소관세로&nbsp;'무역장벽'&hellip;탄소&nbsp;못&nbsp;줄이면&nbsp;수출도&nbsp;막힌다 <br />●&nbsp;삼성&middot;엔비디아에&nbsp;밀린&nbsp;인텔,&nbsp;CEO&nbsp;전격&nbsp;교체로&nbsp;승부수 <br />●&nbsp;모건스탠리&nbsp;"월가,&nbsp;줌&nbsp;과소평가&hellip;코로나&nbsp;해소&nbsp;우려&nbsp;과도" <br />●&nbsp;블랙록,&nbsp;4분기&nbsp;순익&nbsp;월가&nbsp;예상&nbsp;상회&hellip;운용자산&nbsp;8조달러&nbsp;돌파 <br />●&nbsp;델타항공,&nbsp;4분기&nbsp;손실&nbsp;예상&nbsp;상회&hellip;지난해&nbsp;124억&nbsp;달러&nbsp;순손실 <br />●&nbsp;TSMC,&nbsp;4분기&nbsp;순이익&nbsp;전년대비&nbsp;23%&uarr;&hellip;매출&middot;이익률&nbsp;호조 <br />●&nbsp;"터치스크린&nbsp;먹통"&hellip;테슬라&nbsp;리콜&nbsp;위기 <br />●&nbsp;배런스&nbsp;"테슬라&nbsp;리콜,&nbsp;주가에&nbsp;큰&nbsp;영향&nbsp;없을&nbsp;것" <br />●&nbsp;전기차&nbsp;'루시드모터'와&nbsp;협상&nbsp;중인&nbsp;SPAC&nbsp;주가&nbsp;4일간&nbsp;80%&uarr; <br />●&nbsp;핀테크&nbsp;'어펌'&nbsp;상장날&nbsp;주가&nbsp;두배로 <br />●&nbsp;혼다&nbsp;어코드&middot;폭스바겐&nbsp;티구안&nbsp;등&nbsp;1만4천217대&nbsp;리콜</p> 【경제뉴스】 일일이슈 개미날다 경제뉴스 경제이슈 주식교육 주식뉴스 주식매매 주식이슈 주식정보 증권뉴스 증권이슈 개미날다TV https://antflying.tistory.com/263 https://antflying.tistory.com/263#entry263comment Mon, 18 Jan 2021 00:43:56 +0900 https://antflying.tistory.com/262 <p data-ke-size="size18">증권사&nbsp;추천&nbsp;종목&nbsp;【2021.01.15,금】</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210118_003413.png" data-origin-width="942" data-origin-height="678" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/cdMSgA/btqTJlK9QKK/jaQH8anAlUSUB8SY7NCYj0/img.png" data-phocus="https://blog.kakaocdn.net/dn/cdMSgA/btqTJlK9QKK/jaQH8anAlUSUB8SY7NCYj0/img.png" data-alt="증권사추천주"><img src="https://blog.kakaocdn.net/dn/cdMSgA/btqTJlK9QKK/jaQH8anAlUSUB8SY7NCYj0/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FcdMSgA%2FbtqTJlK9QKK%2FjaQH8anAlUSUB8SY7NCYj0%2Fimg.png" data-filename="20210118_003413.png" data-origin-width="942" data-origin-height="678" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>증권사추천주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>▶️&nbsp;종목별&nbsp;증권사&nbsp;주요&nbsp;의견&nbsp;(1월&nbsp;15일) <br /><br /><br />●LG화학 <br />일시적인&nbsp;실적&nbsp;부진에도&nbsp;리레이팅&nbsp;지속 <br />4Q20&nbsp;Preview:&nbsp;매출액&nbsp;7.5조원,&nbsp;영업이익&nbsp;6,322억원(영업이익률&nbsp;8.4%)&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;130만원&nbsp;/&nbsp;유진투자&nbsp;황성현 <br /><br />●삼성SDI <br />EV전지&nbsp;흑자전환으로&nbsp;투자여력&nbsp;확대.&nbsp;CATL&nbsp;부럽지&nbsp;않은&nbsp;수익성 <br />2021년&nbsp;연간&nbsp;EV전지&nbsp;흑자전환&nbsp;원년.&nbsp;OCF&nbsp;대폭&nbsp;개선 <br />Tesla&nbsp;지속적인&nbsp;EV시장&nbsp;점유율&nbsp;확대로&nbsp;원통형&nbsp;전지&nbsp;타이트&nbsp;지속 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;100만원&nbsp;/&nbsp;현대차증권&nbsp;강동진 <br /><br />●SK이노베이션 <br />긍정적인&nbsp;시나리오들이&nbsp;상당부분&nbsp;반영된&nbsp;주가&nbsp;수준 <br />현재&nbsp;시가총액에&nbsp;반영된&nbsp;EV가치는&nbsp;이미&nbsp;국내&nbsp;Peer&nbsp;대비&nbsp;높은&nbsp;Valuation&nbsp;반영된&nbsp;것으로&nbsp;추정 <br />유가가&nbsp;상승하고&nbsp;있지만,&nbsp;정제마진은&nbsp;여전히&nbsp;부진 <br />MARKETPERFORM&nbsp;/&nbsp;목표주가&nbsp;27만원&nbsp;/&nbsp;현대차증권&nbsp;강동진 <br /><br />●포스코케미칼 <br />올해,&nbsp;실적&nbsp;증가의&nbsp;元年 <br />20년&nbsp;4분기&nbsp;영업이익&nbsp;232억원으로&nbsp;예상되며&nbsp;당사&nbsp;추정치는&nbsp;컨센서스&nbsp;수준 <br />올해부터&nbsp;2차전지&nbsp;소재&nbsp;부문의&nbsp;매출액과&nbsp;수익성이&nbsp;개선되면서&nbsp;동사&nbsp;실적&nbsp;증가가&nbsp;본격화될&nbsp;것 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;152,000원&nbsp;/&nbsp;현대차증권&nbsp;박현욱 <br /><br />●SKC <br />여전히&nbsp;저평가,&nbsp;리레이팅은&nbsp;지속된다 <br />4Q20&nbsp;영업이익&nbsp;607억원(+10%&nbsp;QoQ)으로&nbsp;컨센서스&nbsp;부합&nbsp;예상 <br />2021년&nbsp;영업이익&nbsp;3,184억원(+65%&nbsp;YoY)&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;13만원&nbsp;/&nbsp;신한금투&nbsp;이진명 <br /><br />●현대모비스 <br />Megatrend(xEV,&nbsp;AV)의&nbsp;최대&nbsp;수혜&nbsp;업체 <br />4Q20&nbsp;실적&nbsp;Preview <br />올해&nbsp;신차&nbsp;효과와&nbsp;전동화&nbsp;부문&nbsp;고성장을&nbsp;통해&nbsp;실적&nbsp;개선&nbsp;가능 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;46만원&nbsp;/&nbsp;한화증권&nbsp;김동하 <br /><br />●SK머티리얼즈 <br />뛰어난&nbsp;M&amp;A&nbsp;선구안으로&nbsp;Valuation&nbsp;확대 <br />4Q20F&nbsp;매출액&nbsp;2,636억원(+6.8%&nbsp;QoQ),&nbsp;영업이익&nbsp;677억원(+8.3%&nbsp;QoQ)&nbsp;예상 <br />OLED,&nbsp;2차전지&nbsp;시장으로의&nbsp;다변화 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;40만원&nbsp;/&nbsp;케이프&nbsp;박성순 <br /><br />●유니셈 <br />21년&nbsp;1분기,&nbsp;분기&nbsp;최대&nbsp;실적&nbsp;예상.&nbsp;매출&nbsp;역대&nbsp;최고&nbsp;700억&nbsp;넘을&nbsp;듯 <br />21년&nbsp;영업이익&nbsp;30%&nbsp;후반대&nbsp;성장&nbsp;전망 <br />PER&nbsp;9배&nbsp;수준 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;10,900원&nbsp;/&nbsp;상상인&nbsp;김장열 <br /><br />●웹젠 <br />4Q20&nbsp;Preview&nbsp;요약:&nbsp;전분기와&nbsp;비슷한&nbsp;수준,&nbsp;컨센서스&nbsp;부합&nbsp;전망 <br />4Q20&nbsp;Preview&nbsp;상세:&nbsp;R2M&nbsp;3개월&nbsp;Fully&nbsp;반영,&nbsp;마케팅비&nbsp;감소가&nbsp;실적&nbsp;방어 <br />영요대천사&nbsp;중국&nbsp;호조.&nbsp;이어서&nbsp;더&nbsp;큰&nbsp;기대작&nbsp;전민기적2&nbsp;중국&nbsp;대기 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;56,000원&nbsp;/&nbsp;이베스트&nbsp;성종화 <br /><br />●컴투스 <br />임박한&nbsp;신작&nbsp;모멘텀 <br />다가온&nbsp;&lsquo;서머너즈워:&nbsp;백년전쟁&rsquo;의&nbsp;신작&nbsp;모멘텀 <br />4분기&nbsp;실적은&nbsp;기대치를&nbsp;소폭&nbsp;하회할&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;21만원&nbsp;/&nbsp;NH증권&nbsp;안재민 <br /><br />●효성티앤씨 <br />글로벌&nbsp;No.1에&nbsp;걸맞는&nbsp;가치&nbsp;부여.&nbsp;1차&nbsp;목표&nbsp;시총&nbsp;2조원 <br />경쟁자와&nbsp;Valuation&nbsp;비교&nbsp;시&nbsp;상승여력&nbsp;100%.&nbsp;TP&nbsp;50%&nbsp;상향 <br />상대적&nbsp;Valuation&nbsp;할인이&nbsp;해소되어야&nbsp;할&nbsp;이유 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;45만원&nbsp;/&nbsp;하나금투&nbsp;윤재성 <br /><br />●NAVER <br />4분기&nbsp;실적에서&nbsp;2021년&nbsp;기대감&nbsp;형성&nbsp;전망 <br />수익성&nbsp;2020년&nbsp;3분기&nbsp;바닥.&nbsp;영업이익률&nbsp;상승&nbsp;국면&nbsp;진입&nbsp;예상 <br />성장&nbsp;사업부&nbsp;매출&nbsp;비중&nbsp;2019년&nbsp;50%&rarr;2020년&nbsp;60%&rarr;2021년&nbsp;70%로&nbsp;상승 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;43만원&nbsp;/&nbsp;미래에셋&nbsp;김창권 <br /><br />●넷마블 <br />21년&nbsp;투자&nbsp;기회&nbsp;기대 <br />과거&nbsp;대비&nbsp;개선된&nbsp;실적.&nbsp;21년&nbsp;신작&nbsp;흥행&nbsp;여부&nbsp;중요 <br />MARKETPERFORM&nbsp;/&nbsp;목표주가&nbsp;12만원&nbsp;/&nbsp;대신증권&nbsp;이민아 <br /><br />●삼성바이오로직스 <br />4Q20&nbsp;Preview:&nbsp;더욱&nbsp;단단해지고&nbsp;있다 <br />1공장&nbsp;유지보수에&nbsp;따른&nbsp;일시적&nbsp;매출감소 <br />올해의&nbsp;관전&nbsp;포인트:&nbsp;4공장&nbsp;수주 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;100만원&nbsp;/&nbsp;한투증권&nbsp;진홍국 <br /><br />●엠씨넥스 <br />자율주행&nbsp;및&nbsp;북미고객사&nbsp;진출&nbsp;감안시&nbsp;주가&nbsp;재평가&nbsp;전망 <br />본격적인&nbsp;실적&nbsp;확대&nbsp;구간&nbsp;돌입 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;69,000원&nbsp;/&nbsp;NH증권&nbsp;이규하 <br /><br />●동운아나텍 <br />실질적&nbsp;자율주행&nbsp;수혜주-라이다용&nbsp;VCSEL&nbsp;칩(ToF)&nbsp;개발 <br />2H21&nbsp;모바일용&nbsp;ToF&nbsp;납품&nbsp;시작&nbsp;전망-ToF&nbsp;가격&nbsp;700원&nbsp;수준&nbsp;기대 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;15,000원&nbsp;/&nbsp;DS증권&nbsp;양형모 <br /><br />●클리오 <br />4Q20&nbsp;Preview:&nbsp;해외&nbsp;확장&nbsp;고무적 <br />4Q20E&nbsp;해외&nbsp;호조&nbsp;vs.&nbsp;국내&nbsp;부진 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;25,000원&nbsp;/&nbsp;메리츠&nbsp;하누리 <br /><br />●현대엘리베이 <br />주택&nbsp;건설&nbsp;증가&nbsp;=&nbsp;엘리베이터&nbsp;설치&nbsp;증가 <br />필연적인&nbsp;낙수&nbsp;효과.&nbsp;국내&nbsp;건설업체들의&nbsp;주택건설&nbsp;수주&nbsp;29.5%&nbsp;증가 <br />신규&nbsp;커버리지&nbsp;개시.&nbsp;Target&nbsp;PER&nbsp;31배 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;56,000원&nbsp;/&nbsp;NH증권&nbsp;최진명 <br /><br />●두산인프라코어 <br />DICC&nbsp;소송은&nbsp;사실상&nbsp;승소,&nbsp;불확실성&nbsp;하나가&nbsp;해소 <br />해소&nbsp;된&nbsp;이슈와,&nbsp;남아&nbsp;있는&nbsp;이슈 <br />HOLD&nbsp;/&nbsp;목표주가&nbsp;9,200원&nbsp;/&nbsp;삼성증권&nbsp;한영수 <br /><br />●한화 <br />4분기&nbsp;Preview:&nbsp;일회성비용으로&nbsp;시장&nbsp;컨센서스&nbsp;하회&nbsp;추정 <br />성장성&nbsp;강화&nbsp;진행&nbsp;중 <br />신재생에너지&nbsp;및&nbsp;항공우주&nbsp;등&nbsp;신사업포트폴리오&nbsp;확장 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;4만원&nbsp;/&nbsp;NH증권&nbsp;김동양 <br /><br />●SK <br />바이오,&nbsp;반도체에&nbsp;수소까지 <br />2021년&nbsp;연결기준&nbsp;실적&nbsp;개선&nbsp;가장&nbsp;큰&nbsp;지주사 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;40만원&nbsp;/&nbsp;대신증권&nbsp;양지환 <br /><br />●현대중공업지주 <br />2021년&nbsp;자신감&nbsp;뿜뿜 <br />현대오일뱅크&nbsp;정유부문&nbsp;핵심경쟁력&nbsp;유지.&nbsp;신&nbsp;성장사업&nbsp;확대 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;36만원&nbsp;/&nbsp;대신증권&nbsp;양지환 <br /><br />●두산 <br />유동성&nbsp;확보&nbsp;진행&nbsp;중 <br />유동성&nbsp;확보는&nbsp;2021년에도&nbsp;계속된다 <br />4분기&nbsp;Preview:&nbsp;전분기&nbsp;대비&nbsp;개선&nbsp;추정 <br />HOLD&nbsp;/&nbsp;목표주가&nbsp;5만원&nbsp;/&nbsp;NH증권&nbsp;김동양 <br /><br />●LS <br />동가격&nbsp;강세&nbsp;지속 <br />동가격&rarr;실적&rarr;주가 <br />4분기&nbsp;Preview:&nbsp;동가격&nbsp;강세에&nbsp;기인한&nbsp;실적&nbsp;강세&nbsp;추정 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;93,000원&nbsp;/&nbsp;NH증권&nbsp;김동양 <br /><br />●POSCO <br />가격&nbsp;인상을&nbsp;통한&nbsp;이익개선&nbsp;이어질&nbsp;전망 <br />원료비&nbsp;상승폭보다&nbsp;제품&nbsp;가격&nbsp;상승폭&nbsp;클&nbsp;전망 <br />2020년&nbsp;4분기&nbsp;실적은&nbsp;시장&nbsp;기대치에&nbsp;부합할&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;35만원&nbsp;/&nbsp;NH증권&nbsp;변종만 <br /><br />●진에어 <br />통합&nbsp;LCC&nbsp;탄생&nbsp;가능성에&nbsp;기대 <br />4Q20&nbsp;Preview:&nbsp;국제선&nbsp;부진으로&nbsp;영업적자&nbsp;유지 <br />3개&nbsp;LCC&nbsp;사&nbsp;통합&nbsp;가능성 <br />TRADING&nbsp;BUY&nbsp;/&nbsp;목표주가&nbsp;2만원&nbsp;/&nbsp;미래에셋&nbsp;류제현 <br /><br />●코윈테크 <br />작년&nbsp;실적&nbsp;부진은&nbsp;묻고&nbsp;더블로&nbsp;가 <br />2차전지&nbsp;생산의&nbsp;핵심인&nbsp;공정&nbsp;자동화&nbsp;시스템&nbsp;구축&nbsp;업체 <br />2021년&nbsp;주요&nbsp;고객사의&nbsp;투자&nbsp;증가에&nbsp;따른&nbsp;실적&nbsp;성장&nbsp;전망 <br />NR&nbsp;/&nbsp;NH증권&nbsp;이현동 <br /><br />●SK텔레콤 <br />4분기&nbsp;실적&nbsp;예상치&nbsp;부합&nbsp;전망 <br />본업과&nbsp;자회사&nbsp;모두&nbsp;양호 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;35만원&nbsp;/&nbsp;DB금투&nbsp;신은정 <br /><br />●미래에셋대우 <br />이익증가&nbsp;+&nbsp;불확실성&nbsp;제거 <br />브로커리지&nbsp;수익&nbsp;레벨업,&nbsp;운용손익&nbsp;개선,&nbsp;해외법인&nbsp;기여&nbsp;확대 <br />2021년&nbsp;이익전망&nbsp;10%&nbsp;상향조정 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;14,000원&nbsp;/&nbsp;IBK증권&nbsp;김은갑 <br /><br />●천보 <br />4Q&nbsp;Preview&nbsp;:&nbsp;4분기도&nbsp;시장&nbsp;기대에&nbsp;부응 <br />증설&nbsp;완료&nbsp;시점이&nbsp;기존보다&nbsp;빨라진다. <br />증설&nbsp;효과의&nbsp;본격화 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;243,100원&nbsp;/&nbsp;리딩증권&nbsp;한유건 <br /><br />●인크로스 <br />4Q20&nbsp;연결&nbsp;영업이익은&nbsp;54억원(+26.7%&nbsp;YoY)&nbsp;전망 <br />1Q21&nbsp;연결&nbsp;영업이익은&nbsp;31억원(+88.1%&nbsp;YoY)&nbsp;예상 <br />압도적&nbsp;성장&nbsp;지속 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;68,000원&nbsp;/&nbsp;신한금투&nbsp;홍세종 <br /><br />●하이트진로 <br />4Q20&nbsp;Preview:&nbsp;술마저&nbsp;덜&nbsp;마시는&nbsp;겨울 <br />4Q20&nbsp;Preview:&nbsp;매출,&nbsp;영업이익&nbsp;모두&nbsp;부진 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;47,000(하향)&nbsp;/&nbsp;이베스트&nbsp;심지현 </p> 【증권사의견】종목별 의견 ls POSCO 개미날다 두산 미래에셋대우 웹젠 유니셈 인크로스 천보 하이트진로 개미날다TV https://antflying.tistory.com/262 https://antflying.tistory.com/262#entry262comment Mon, 18 Jan 2021 00:42:36 +0900 https://antflying.tistory.com/261 <p data-ke-size="size18">장중&nbsp;특징주&nbsp;(2021.01.15,금)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210118_003429.png" data-origin-width="842" data-origin-height="678" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/2fLVx/btqTKKXZnV2/H8UtCXyD89E93HeTi0cNJ0/img.png" data-phocus="https://blog.kakaocdn.net/dn/2fLVx/btqTKKXZnV2/H8UtCXyD89E93HeTi0cNJ0/img.png" data-alt="특징주,장중특징주"><img src="https://blog.kakaocdn.net/dn/2fLVx/btqTKKXZnV2/H8UtCXyD89E93HeTi0cNJ0/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2F2fLVx%2FbtqTKKXZnV2%2FH8UtCXyD89E93HeTi0cNJ0%2Fimg.png" data-filename="20210118_003429.png" data-origin-width="842" data-origin-height="678" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>특징주,장중특징주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[2021년&nbsp;1월15일&nbsp;장중특징주] <br /><br />■&nbsp;성안,&nbsp;오리엔트정공,&nbsp;오리엔트바이오,&nbsp;정다운,&nbsp;카스,&nbsp;동신건설,&nbsp;에이텍,&nbsp;형지엘리트,&nbsp;형지I&amp;C,&nbsp;아즈텍WB <br />이재명&nbsp;차기대선&nbsp;후보&nbsp;여론조사&nbsp;1위&nbsp;소식에&nbsp;관련&nbsp;정치테마주&nbsp;상승 <br /><br />■&nbsp;지니뮤직 <br />KT&nbsp;'테슬라&nbsp;차량&nbsp;탑재'&nbsp;계획에&nbsp;상승 <br /><br />■&nbsp;한국파마,&nbsp;필룩스 <br />코로나19&nbsp;치료제&nbsp;효과&nbsp;입증에&nbsp;상승 <br /><br />■&nbsp;셀트리온,&nbsp;셀트리온제약,&nbsp;셀트리온헬스케어 <br />셀트리온&nbsp;3형제,&nbsp;임상&nbsp;결과&nbsp;발표&nbsp;이후&nbsp;연일&nbsp;하락 <br /><br />■&nbsp;대성엘텍 <br />국내&nbsp;원매자&nbsp;대상&nbsp;투자설명서&nbsp;발송하며&nbsp;매각&nbsp;시동...&nbsp;기대감에&nbsp;상승 <br /><br />■&nbsp;엘앤에프,&nbsp;새로닉스 <br />엘앤에프,&nbsp;LG에너지솔루션&nbsp;이어&nbsp;SK이노베이션과도&nbsp;1조원대&nbsp;양극재&nbsp;공급&nbsp;계약&nbsp;진행&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;한미반도체 <br />지난해&nbsp;사상&nbsp;최대&nbsp;실적&nbsp;달성에&nbsp;상승 <br /><br />■&nbsp;디아이 <br />삼성전자와&nbsp;345억&nbsp;규모&nbsp;반도체&nbsp;검사장비&nbsp;공급계약&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;에넥스 <br />정부&nbsp;주택공급&nbsp;강화&nbsp;방침&nbsp;전환,&nbsp;수혜&nbsp;기대감에&nbsp;연일&nbsp;상승 <br /><br />■&nbsp;알체라 <br />'AI&nbsp;영상인식'&nbsp;시장&nbsp;기대감에&nbsp;상승 <br /><br />■&nbsp;아모레퍼시픽 <br />외국인&nbsp;5거래일&nbsp;연속&nbsp;매수세에&nbsp;상승 <br /><br />■&nbsp;두산 <br />두산인프라코어&nbsp;승소,&nbsp;재무&nbsp;부담&nbsp;감소&nbsp;기대감에&nbsp;상승 <br /><br />■&nbsp;지니틱스 <br />구글&nbsp;21억달러&nbsp;'핏빗'&nbsp;인수,&nbsp;세계1위&nbsp;터치IC&nbsp;공급사&nbsp;주목에&nbsp;상승</p> 【특징주】 일일 특징주 개미날다 다아이 두산 새로닉스 아모레퍼시픽 알체라 에넥스 엘앤에프 지니틱스 한미반도체 개미날다TV https://antflying.tistory.com/261 https://antflying.tistory.com/261#entry261comment Mon, 18 Jan 2021 00:41:13 +0900 https://antflying.tistory.com/260 <p data-ke-size="size18">상승률&nbsp;TOP&nbsp;30&nbsp;(2021.01.15,금)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210118_003459.png" data-origin-width="1029" data-origin-height="736" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/bqmNcJ/btqTSUFhJxb/GJdhxLqsMvVDTtVFqhe7h0/img.png" data-phocus="https://blog.kakaocdn.net/dn/bqmNcJ/btqTSUFhJxb/GJdhxLqsMvVDTtVFqhe7h0/img.png" data-alt="급등주,테마주,특징주,관심주"><img src="https://blog.kakaocdn.net/dn/bqmNcJ/btqTSUFhJxb/GJdhxLqsMvVDTtVFqhe7h0/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FbqmNcJ%2FbtqTSUFhJxb%2FGJdhxLqsMvVDTtVFqhe7h0%2Fimg.png" data-filename="20210118_003459.png" data-origin-width="1029" data-origin-height="736" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>급등주,테마주,특징주,관심주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>2021년&nbsp;1월&nbsp;15일&nbsp;상승률&nbsp;TOP30 <br /><br />1.&nbsp;지니틱스&nbsp;(30.00%)&nbsp;:&nbsp;반도체관련주,&nbsp;시총1200억대,&nbsp;팹리스사업(터치IC),&nbsp;구글의&nbsp;핏빗&nbsp;인수&nbsp;소식&nbsp;⇨&nbsp;웨어러블기기용&nbsp;터치IC사업&nbsp;부각 <br /><br />2.&nbsp;오리엔트바이오&nbsp;(30.00%)&nbsp;:&nbsp;제약바이오주,&nbsp;시총2300억대,&nbsp;실험동물&amp;신약사업,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;23%로&nbsp;1위&nbsp;소식&nbsp;⇨&nbsp;오리엔트시계&nbsp;근무,&nbsp;오리엔트그룹주&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매 <br /><br />3.&nbsp;한국파마&nbsp;(29.88%)&nbsp;:&nbsp;제약바이오주,&nbsp;시총5800억대,&nbsp;의약품사업,&nbsp;한국파마&nbsp;+&nbsp;제넨셀의&nbsp;코로나19&nbsp;치료제&nbsp;임상2상에서&nbsp;치료&nbsp;효과&nbsp;확인&amp;인도&nbsp;기업에&nbsp;기술이전&amp;생산&nbsp;추진&nbsp;소식&nbsp;지속&nbsp;부각 <br /><br />4.&nbsp;글로벌에스엠&nbsp;(29.86%)&nbsp;:&nbsp;국내상장중국기업주,&nbsp;시총400억대,&nbsp;자동차부품사업,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;23%로&nbsp;1위&nbsp;소식&nbsp;⇨&nbsp;임원&nbsp;방송통신대학교&nbsp;동문설&nbsp;⇨&nbsp;이재명관련주&nbsp;부각&nbsp;추정 <br /><br />5.&nbsp;성안&nbsp;(29.84%)&nbsp;:&nbsp;섬유주,&nbsp;시총300억대,&nbsp;제직사업,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;23%로&nbsp;1위&nbsp;소식&nbsp;⇨&nbsp;임원&nbsp;중앙대&nbsp;동문설&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매&nbsp;추정 <br /><br />6.&nbsp;형지I&amp;C&nbsp;(29.72%)&nbsp;:&nbsp;섬유주,&nbsp;시총800억대,&nbsp;의류사업,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;23%로&nbsp;1위&nbsp;소식&nbsp;⇨&nbsp;무상교복정책&nbsp;관련&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매 <br /><br />7.&nbsp;오리엔트정공&nbsp;(29.61%)&nbsp;:&nbsp;자동차부품주,&nbsp;시총1700억대,&nbsp;엔진부품사업,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;23%로&nbsp;1위&nbsp;소식&nbsp;⇨&nbsp;오리엔트시계&nbsp;근무,&nbsp;오리엔트그룹주&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매 <br /><br />8.&nbsp;아바텍&nbsp;(21.62%)&nbsp;:&nbsp;디스플레이관련주,&nbsp;시총1600억대,&nbsp;부품&amp;소재사업,&nbsp;재료미노출,&nbsp;개별&nbsp;등락 <br /><br />9.&nbsp;매직마이크로&nbsp;(17.45%)&nbsp;:&nbsp;전자부품주,&nbsp;시총200억대,&nbsp;리드프레임사업,&nbsp;투자환기종목,&nbsp;개별&nbsp;등락 <br /><br />10.&nbsp;형지엘리트&nbsp;(17.43%)&nbsp;:&nbsp;섬유주,&nbsp;시총1500억대,&nbsp;의류사업,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;23%로&nbsp;1위&nbsp;소식&nbsp;⇨&nbsp;무상교복정책&nbsp;관련&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매 <br /><br />11.&nbsp;정다운&nbsp;(17.05%)&nbsp;:&nbsp;음식료주,&nbsp;시총1300억대,&nbsp;오리육&amp;오리털사업,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;23%로&nbsp;1위&nbsp;소식&nbsp;⇨&nbsp;임원&nbsp;중앙대&nbsp;동문설&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매&nbsp; <br /><br />12.&nbsp;베스파&nbsp;(16.20%)&nbsp;:&nbsp;게임주,&nbsp;시총1500억대,&nbsp;게임개발사업,&nbsp;재료미노출,&nbsp;개별&nbsp;등락 <br /><br />13.&nbsp;한솔인티큐브&nbsp;(15.90%)&nbsp;:&nbsp;SW관련주,&nbsp;시총400억대,&nbsp;시스템통합&amp;솔루션사업,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;23%로&nbsp;1위&nbsp;소식&nbsp;⇨&nbsp;임원&nbsp;안동&nbsp;출신설&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매&nbsp;추정 <br /><br />14.&nbsp;카스&nbsp;(15.83%)&nbsp;:&nbsp;기계주,&nbsp;시총700억대,&nbsp;전자저울사업,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;23%로&nbsp;1위&nbsp;소식&nbsp;⇨&nbsp;사외이사&nbsp;사법연수원&nbsp;18기&nbsp;동기설&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매&nbsp;추정 <br /><br />15.&nbsp;지니뮤직&nbsp;(14.26%)&nbsp;:&nbsp;음원관련주,&nbsp;시총3300억대,&nbsp;음원사업,&nbsp;KT가&nbsp;테슬라에&nbsp;지니뮤직을&nbsp;탑재한다는&nbsp;소식&nbsp;부각&nbsp; <br /><br />16.&nbsp;안국약품&nbsp;(14.23%)&nbsp;:&nbsp;제약바이오주,&nbsp;시총1900억대,&nbsp;의약품사업,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;23%로&nbsp;1위&nbsp;소식&nbsp;⇨&nbsp;임원&nbsp;중앙대&nbsp;동문설&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매&nbsp;추정 <br /><br />17.&nbsp;삼진&nbsp;(12.81%)&nbsp;:&nbsp;전자기기주,&nbsp;시총800억대,&nbsp;리모콘사업,&nbsp;전방&nbsp;산업군&nbsp;수요&nbsp;증가에&nbsp;따른&nbsp;리모콘사업&nbsp;등&nbsp;실적&nbsp;기대감,&nbsp;스마트&nbsp;타이어&nbsp;개발&nbsp;등&nbsp;부각&nbsp;추정 <br /><br />18.&nbsp;지엘팜텍&nbsp;(11.92%)&nbsp;:&nbsp;제약바이오주,&nbsp;시총600억대,&nbsp;신약개발사업,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;23%로&nbsp;1위&nbsp;소식&nbsp;⇨&nbsp;임원&nbsp;중앙대&nbsp;동문설&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매&nbsp;추정 <br /><br />19.&nbsp;YTN&nbsp;(11.44%)&nbsp;:&nbsp;미디어주,&nbsp;시총1700억대,&nbsp;방송제작사업,&nbsp;공기업&nbsp;보유&nbsp;지분&nbsp;매각&nbsp;진행&nbsp;중,&nbsp;개별&nbsp;등락 <br /><br />20.&nbsp;에넥스&nbsp;(11.40%)&nbsp;:&nbsp;건설관련주,&nbsp;시총1100억대,&nbsp;주방기기사업,&nbsp;정부의&nbsp;부동산&nbsp;공급&nbsp;정책&nbsp;변화&nbsp;기대감&nbsp;환경&nbsp;속&nbsp;⇨&nbsp;리모델링관련주&nbsp;부각 <br /><br />21.&nbsp;상지카일룸&nbsp;(11.26%)&nbsp;:&nbsp;건설주,&nbsp;시총700억대,&nbsp;건설사업,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;23%로&nbsp;1위&nbsp;소식&nbsp;⇨&nbsp;임원&nbsp;중앙대&nbsp;동문설&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매&nbsp;추정 <br /><br />22.&nbsp;동신건설&nbsp;(11.16%)&nbsp;:&nbsp;건설주,&nbsp;시총4100억대,&nbsp;건설사업,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;23%로&nbsp;1위&nbsp;소식&nbsp;⇨&nbsp;경북&nbsp;안동&nbsp;소재&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매&nbsp; <br /><br />23.&nbsp;한화에어로스페이스&nbsp;(10.62%)&nbsp;:&nbsp;기계주,&nbsp;시총1조8천억대,&nbsp;산업장비&amp;방산사업,&nbsp;쎄트렉아이&nbsp;지분&nbsp;인수로&nbsp;한화그룹의&nbsp;위성사업&nbsp;기대감&nbsp;부각 <br /><br />24.&nbsp;그린케미칼&nbsp;(10.60%)&nbsp;:&nbsp;화학주,&nbsp;시총4000억대,&nbsp;유기화학제품사업,&nbsp;이산화탄소&nbsp;포집&amp;전환&nbsp;기술&nbsp;개발&nbsp;중&nbsp;⇨&nbsp;탄소배출권관련주&nbsp;지속&nbsp;부각 <br /><br />25.&nbsp;한국종합기술&nbsp;(10.43%)&nbsp;:&nbsp;건설관련주,&nbsp;시총800억대,&nbsp;엔지니어링사업,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;23%로&nbsp;1위&nbsp;소식&nbsp;⇨&nbsp;임원&nbsp;이재명지키기범국민대책위원회&nbsp;위원&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매&nbsp;추정 <br /><br />26.&nbsp;인텍플러스&nbsp;(10.37%)&nbsp;:&nbsp;기계주,&nbsp;시총2000억대,&nbsp;검사장비사업,&nbsp;TSMC의&nbsp;파운드리&nbsp;투자&nbsp;소식&nbsp;⇨&nbsp;TSMC향&nbsp;3D&nbsp;검사장비사업&nbsp;기대감&nbsp;부각&nbsp;추정 <br /><br />27.&nbsp;지티지웰니스&nbsp;(10.31%)&nbsp;:&nbsp;기계주,&nbsp;시총1800억대,&nbsp;미용의료기기사업,&nbsp;코로나19&nbsp;관련&nbsp;용품&nbsp;실적&nbsp;+&nbsp;LED마스크&nbsp;등&nbsp;미용의료기기&nbsp;해외&nbsp;사업&nbsp;기대감&nbsp;부각 <br /><br />28.&nbsp;삼보산업&nbsp;(10.30%)&nbsp;:&nbsp;금속주,&nbsp;시총900억대,&nbsp;알루미늄합금괴&amp;자동차부품사업,&nbsp;가덕도&nbsp;인근&nbsp;위치,&nbsp;가덕도신공항관련주,&nbsp;개별&nbsp;등락 <br /><br />29.&nbsp;오스테오닉&nbsp;(10.26%)&nbsp;:&nbsp;제약바이오주,&nbsp;시총600억대,&nbsp;의료용스크류&amp;플레이트사업,&nbsp;제품군&nbsp;확대&nbsp;+&nbsp;글로벌기업과&nbsp;협업을&nbsp;통한&nbsp;성장&nbsp;기대감&nbsp;부각&nbsp;추정 <br /><br />30.&nbsp;이건홀딩스&nbsp;(10.23%)&nbsp;:&nbsp;건자재주,&nbsp;시총700억대,&nbsp;창호사업,&nbsp;사업회사&nbsp;이건산업&nbsp;탄소배출권관련주,&nbsp;개별&nbsp;등락</p> 【상승률TOP】일일상승률TOP 개미날다 그린케니칼 삼보산업 오스테오닉 이건홀딩스 인텍플러스 주식정보 지티지웰니스 한국종합기술 한화에어로스페이스 개미날다TV https://antflying.tistory.com/260 https://antflying.tistory.com/260#entry260comment Mon, 18 Jan 2021 00:39:53 +0900 https://antflying.tistory.com/259 <p data-ke-size="size18">증시&nbsp;마감&nbsp;&nbsp;(2021.01.15,금)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="KakaoTalk_20210115_184403940.jpg" data-origin-width="1242" data-origin-height="992" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/bbDgH8/btqTLywe5ca/QY8SDTldaHm5uPeU6kEGA0/img.jpg" data-phocus="https://blog.kakaocdn.net/dn/bbDgH8/btqTLywe5ca/QY8SDTldaHm5uPeU6kEGA0/img.jpg" data-alt="마감시황"><img src="https://blog.kakaocdn.net/dn/bbDgH8/btqTLywe5ca/QY8SDTldaHm5uPeU6kEGA0/img.jpg" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FbbDgH8%2FbtqTLywe5ca%2FQY8SDTldaHm5uPeU6kEGA0%2Fimg.jpg" data-filename="KakaoTalk_20210115_184403940.jpg" data-origin-width="1242" data-origin-height="992" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>마감시황</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[코스피] <br />1/15&nbsp;KOSPI&nbsp;3,085.90(-2.03%)&nbsp;기관/외국인&nbsp;순매도(-),&nbsp;美&nbsp;금리&nbsp;상승&nbsp;부담(-),&nbsp;차익실현&nbsp;매물(-) <br /><br />밤사이&nbsp;뉴욕증시가&nbsp;추가&nbsp;경기&nbsp;부양&nbsp;기대감에도&nbsp;美&nbsp;국채금리&nbsp;상승&nbsp;및&nbsp;실업지표&nbsp;부진&nbsp;등에&nbsp;하락했고,&nbsp;유럽&nbsp;주요국&nbsp;증시는&nbsp;美&nbsp;경기&nbsp;부양&nbsp;기대감&nbsp;속&nbsp;일제히&nbsp;상승.&nbsp;이날&nbsp;코스피지수는&nbsp;3,153.84(+3.91P,&nbsp;+0.12%)로&nbsp;강보합&nbsp;출발.&nbsp;&nbsp;3,085.90(-64.03P,&nbsp;-2.03%)으로&nbsp;장을&nbsp;마감.&nbsp; <br /><br />개인이&nbsp;2.1조원&nbsp;넘게&nbsp;순매수했지만,&nbsp;기관과&nbsp;외국인이&nbsp;동반&nbsp;순매도하면서&nbsp;지수&nbsp;급락을&nbsp;이끌었음.&nbsp;특히,&nbsp;기관은&nbsp;6거래일&nbsp;연속&nbsp;순매도하며&nbsp;1.4조원&nbsp;넘게&nbsp;순매도.&nbsp; <br /><br />아시아&nbsp;주요국&nbsp;증시는&nbsp;일본,&nbsp;대만이&nbsp;하락한&nbsp;반면,&nbsp;중국,&nbsp;홍콩은&nbsp;상승하는&nbsp;등&nbsp;등락이&nbsp;엇갈림.&nbsp; <br /><br />수급별로는&nbsp;기관과&nbsp;외국인이&nbsp;각각&nbsp;1조4,153억,&nbsp;7,625억&nbsp;순매도,&nbsp;개인은&nbsp;2조1,356억&nbsp;순매수.&nbsp;선물시장에서는&nbsp;개인과&nbsp;기관이&nbsp;각각&nbsp;3,420계약,&nbsp;1,000계약&nbsp;순매도,&nbsp;외국인은&nbsp;3,488계약&nbsp;순매수.&nbsp; <br /><br />이날&nbsp;원/달러&nbsp;환율은&nbsp;전거래일&nbsp;대비&nbsp;1.4원&nbsp;상승한&nbsp;1,099.4원을&nbsp;기록. <br /><br />코스피&nbsp;시총상위종목들은&nbsp;대부분&nbsp;종목이&nbsp;하락.&nbsp;셀트리온(-6.67%)이&nbsp;코로나19&nbsp;치료제&nbsp;임상2상&nbsp;실망감&nbsp;속에&nbsp;이틀&nbsp;연속&nbsp;큰&nbsp;폭으로&nbsp;하락했고,&nbsp;시총&nbsp;1,2위&nbsp;삼성전자(-1.90%)와&nbsp;SK하이닉스(-2.30%)도&nbsp;동반&nbsp;하락.&nbsp;&nbsp;반면,&nbsp;삼성물산(+0.66%),&nbsp;SK이노베이션(+0.19%)&nbsp;등은&nbsp;상승.&nbsp; <br /><br />업종별로도&nbsp;의료정밀(+1.80%)&nbsp;업종만&nbsp;상승했을&nbsp;뿐,&nbsp;여타&nbsp;업종이&nbsp;일제히&nbsp;하락.&nbsp;의약품(-3.16%),&nbsp;운수장비(-3.04%),&nbsp;증권(-2.74%)&nbsp;업종의&nbsp;약세가&nbsp;두드러짐. <br /><br />마감&nbsp;지수&nbsp;:&nbsp;KOSPI&nbsp;3,085.90(-64.03P/-2.03%) </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><br />[코스닥] <br />1/15&nbsp;KOSDAQ&nbsp;964.44(-1.62%)&nbsp;외국인/기관&nbsp;순매도(-),&nbsp;차익실현&nbsp;매물(-),&nbsp;美&nbsp;증시&nbsp;하락(-) <br /><br />밤사이&nbsp;뉴욕증시가&nbsp;추가&nbsp;경기&nbsp;부양&nbsp;기대감에도&nbsp;美&nbsp;국채금리&nbsp;상승&nbsp;및&nbsp;실업지표&nbsp;부진&nbsp;등에&nbsp;하락한&nbsp;가운데,&nbsp;이날&nbsp;코스닥지수는&nbsp;981.72(+1.43P,&nbsp;+0.15%)으로&nbsp;강보합&nbsp;출발.&nbsp;&nbsp;964.44(-15.85P,&nbsp;-1.62%)로&nbsp;장을&nbsp;마감.&nbsp; <br /><br />최근&nbsp;지수&nbsp;강세에&nbsp;따른&nbsp;차익실현&nbsp;매물이&nbsp;출회된&nbsp;데다&nbsp;밤사이&nbsp;뉴욕증시가&nbsp;국채금리&nbsp;상승&nbsp;부담&nbsp;및&nbsp;실업&nbsp;지표&nbsp;부진&nbsp;등에&nbsp;하락하면서&nbsp;지수에&nbsp;부담으로&nbsp;작용.&nbsp;개인이&nbsp;12거래일&nbsp;연속&nbsp;순매수했지만,&nbsp;외국인과&nbsp;기관이&nbsp;동반&nbsp;순매도하며&nbsp;지수&nbsp;하락을&nbsp;이끌었음.&nbsp;특히,&nbsp;기관은&nbsp;12거래일&nbsp;연속&nbsp;순매도. <br /><br />수급별로는&nbsp;외국인과&nbsp;기관이&nbsp;각각&nbsp;1,431억,&nbsp;946억&nbsp;순매도,&nbsp;개인은&nbsp;2,557억&nbsp;순매수. <br /><br />코스닥&nbsp;시총상위종목들은&nbsp;대부분&nbsp;종목이&nbsp;하락.&nbsp;시총&nbsp;1,2위&nbsp;셀트리온헬스케어(-8.02%)와&nbsp;셀트리온제약(-9.51%)이&nbsp;셀트리온&nbsp;코로나19&nbsp;치료제&nbsp;임상2상&nbsp;실망감&nbsp;속에&nbsp;이틀&nbsp;연속&nbsp;큰&nbsp;폭으로&nbsp;하락.&nbsp;반면,&nbsp;원익IPS(+4.40%),&nbsp;엘앤에프(+4.15%),&nbsp;리노공업(+2.36%)등은&nbsp;상승. <br /><br />업종별로도&nbsp;대부분&nbsp;업종이&nbsp;하락.&nbsp;유통(-5.82%),&nbsp;종이/목재(-2.91%),&nbsp;제약(-2.76%),&nbsp;출판/매체복제(-2.56%)&nbsp;업종의&nbsp;약세가&nbsp;두드러짐.&nbsp;반면,&nbsp;비금속(+0.70%),&nbsp;섬유/의류(+0.48%),&nbsp;반도체(+0.44%)&nbsp;등&nbsp;일부&nbsp;업종은&nbsp;상승.&nbsp; <br /><br />마감&nbsp;지수&nbsp;:&nbsp;KOSDAQ&nbsp;964.44P(-15.85P/-1.62%) </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><br />●&nbsp;국내증시,&nbsp;1/15&nbsp;코스피&middot;코스닥&nbsp;외국인/기관&nbsp;동반&nbsp;순매도&nbsp;등에&nbsp;급락&hellip;&nbsp;코스피&nbsp;-64.03(-2.03%)&nbsp;3,085.90,&nbsp;코스닥&nbsp;-15.85(-1.62%)&nbsp;964.44 <br />●&nbsp;원/달러&nbsp;환율,&nbsp;수입업체들의&nbsp;달러&nbsp;매수&nbsp;물량&nbsp;등에&nbsp;상승....&nbsp;+1.4원(+0.13%)&nbsp;1,099.4원 <br />●&nbsp;아시아&nbsp;증시,&nbsp;중국(+0.01%),&nbsp;일본(-0.62%),&nbsp;홍콩(+0.27%),&nbsp;대만(-0.58%) <br />●&nbsp;올해&nbsp;첫&nbsp;기준금리&nbsp;만장일치&nbsp;0.5%&nbsp;'동결'&hellip;완화기조&nbsp;유지 <br />●&nbsp;작년&nbsp;12월&nbsp;수출&nbsp;12.6%&uarr;...25개월만에&nbsp;500억弗&nbsp;돌파 <br />●&nbsp;美&nbsp;'부양&nbsp;날개'&nbsp;1.9조달러‥바이든,&nbsp;대규모&nbsp;경기부양&nbsp;확정 <br />●&nbsp;트럼프,&nbsp;떠날&nbsp;때까지&nbsp;中&nbsp;때리기&nbsp;집중&hellip;국영석유사&middot;샤오미&nbsp;제재 <br />●&nbsp;"중국,&nbsp;유럽국가와&nbsp;'17+1'&nbsp;정상회의&nbsp;춘제&nbsp;전&nbsp;개최&nbsp;추진" <br />●&nbsp;北,&nbsp;3개월&nbsp;만에&nbsp;또&nbsp;열병식...조중통&nbsp;"세계&nbsp;최강병기,&nbsp;수중전략탄도탄&nbsp;완성" <br /><br />[기업/산업] <br />●&nbsp;"기대가&nbsp;너무&nbsp;컸나?"&hellip;치료제&nbsp;발표&nbsp;후&nbsp;급락하는&nbsp;셀트리온 <br />●&nbsp;현대차그룹,&nbsp;중국&nbsp;수소연료전지시스템&nbsp;생산&middot;판매법인&nbsp;설립 <br />●&nbsp;LG-SK&nbsp;美&nbsp;특허무효&nbsp;심판&nbsp;두고&nbsp;서로&nbsp;"왜곡"&nbsp;공방 <br />●&nbsp;"네이버로&nbsp;국가자격증&nbsp;확인"&hellip;네이버,&nbsp;고용부&middot;산업인력공단과&nbsp;MOU <br />●&nbsp;포스코케미칼,&nbsp;유증으로&nbsp;1.3조&nbsp;확보&hellip;배터리&nbsp;사업에&nbsp;'총력' <br />●&nbsp;이스타항공,&nbsp;회생&nbsp;신청&hellip;법원&nbsp;"가압류&nbsp;금지&middot;채권&nbsp;동결" <br /><br />[경제/증시/부동산] <br />●&nbsp;빚투&nbsp;열풍에&nbsp;5대銀서만&nbsp;2주새&nbsp;마통&nbsp;1만8600건&nbsp;신규&nbsp;개설 <br />●&nbsp;'금리급등&nbsp;전&nbsp;찍자'&hellip;LGU+&nbsp;등&nbsp;회사채&nbsp;발행&nbsp;러시 <br />●&nbsp;한은,&nbsp;금리&nbsp;0.5%로&nbsp;동결&hellip;경기방어&middot;자산시장&nbsp;과열&nbsp;등&nbsp;고려 <br />●&nbsp;이주열&nbsp;"외부충격시&nbsp;얼마든지&nbsp;증시&nbsp;조정&hellip;통화기조&nbsp;전환은&nbsp;아직&nbsp;일러" <br />●&nbsp;예탁결제원&nbsp;"지난해&nbsp;장외파생&nbsp;담보&nbsp;금액,&nbsp;7조8616억원" <br />●&nbsp;홍남기,&nbsp;'양도세&nbsp;완화'&nbsp;해프닝에&nbsp;종지부&hellip;이번엔&nbsp;"부동산&nbsp;세제&nbsp;강화" <br /><br />[정치/사회/국내&nbsp;기타] <br />●&nbsp;與,&nbsp;이익공유제&nbsp;본격&nbsp;논의&hellip;"승자독식서&nbsp;공정&middot;연대로" <br />●&nbsp;정부,&nbsp;WTO&nbsp;패소에도&nbsp;日&middot;인도산&nbsp;스테인리스&nbsp;스틸바&nbsp;반덤핑관세&nbsp;3년&nbsp;연장</p> 【국내주식】국내장 마감 시황 현황 마감브리핑 마감시황 시황마감 장마감 장마감브리핑 장마감시황 주식교육 주식마감 주식정보 증시마감 개미날다TV https://antflying.tistory.com/259 https://antflying.tistory.com/259#entry259comment Mon, 18 Jan 2021 00:38:06 +0900 https://antflying.tistory.com/258 <p>경제뉴스&nbsp;(2021.01.14,목)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210114_222716.png" data-origin-width="992" data-origin-height="687" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/buSZz2/btqTDbAOXd3/45ZLYHtT0m0XzJEYObg77k/img.png" data-phocus="https://blog.kakaocdn.net/dn/buSZz2/btqTDbAOXd3/45ZLYHtT0m0XzJEYObg77k/img.png"><img src="https://blog.kakaocdn.net/dn/buSZz2/btqTDbAOXd3/45ZLYHtT0m0XzJEYObg77k/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FbuSZz2%2FbtqTDbAOXd3%2F45ZLYHtT0m0XzJEYObg77k%2Fimg.png" data-filename="20210114_222716.png" data-origin-width="992" data-origin-height="687" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span></figure> </p> <p>2021년 1월 14일(목) 주요이슈점검</p> <p><br />●&nbsp;뉴욕증시,&nbsp;1/13(현지시간)&nbsp;美&nbsp;금리&nbsp;진정&nbsp;및&nbsp;물가지표&nbsp;안도에도&nbsp;정국&nbsp;혼란&nbsp;등에&nbsp;혼조&nbsp;마감&hellip;&nbsp;다우&nbsp;-8.22(-0.03%)&nbsp;31,060.47,&nbsp;나스닥&nbsp;+56.52(+0.43%)&nbsp;13,128.95,&nbsp;S&amp;P500&nbsp;3,809.84(+0.23%),&nbsp;필라델피아반도체&nbsp;2,991.95(+0.13%) <br />●&nbsp;국제유가($,배럴),&nbsp;美&nbsp;원유재고&nbsp;감소에도&nbsp;레벨&nbsp;부담&nbsp;속&nbsp;소폭&nbsp;하락&hellip;&nbsp;WTI&nbsp;-0.30(-0.56%)&nbsp;52.91,&nbsp;브렌트유&nbsp;-0.52(-0.92%)&nbsp;56.06 <br />●&nbsp;국제금($,온스),&nbsp;추가&nbsp;부양책에&nbsp;따른&nbsp;물가&nbsp;상승&nbsp;전망&nbsp;등에&nbsp;상승...&nbsp;Gold&nbsp;+10.70(+0.58%)&nbsp;1,854.90 <br />●&nbsp;달러&nbsp;index,&nbsp;美&nbsp;국채&nbsp;수익률&nbsp;안정&nbsp;속&nbsp;강세...&nbsp;+0.24(+0.27%)&nbsp;90.33 <br />●&nbsp;역외환율(원/달러),&nbsp;+2.55(+0.23%)&nbsp;1,098.16 <br />●&nbsp;유럽증시,&nbsp;영국(-0.13%),&nbsp;독일(+0.11%),&nbsp;프랑스(+0.21%) <br />●&nbsp;12월&nbsp;美&nbsp;소비자물가&nbsp;전월비&nbsp;0.4%&uarr;&hellip;월가&nbsp;예상&nbsp;부합 <br />●&nbsp;임기&nbsp;1주&nbsp;남은&nbsp;트럼프,&nbsp;결국&nbsp;'탄핵'&nbsp;가결 <br />●&nbsp;연준&nbsp;베이지북&nbsp;"경제&nbsp;완만&nbsp;성장"&hellip;업체들&nbsp;가격&nbsp;인상&nbsp;능력&nbsp;커져 <br />●&nbsp;브레이너드&nbsp;연준&nbsp;이사&nbsp;"채권매입&nbsp;속도&nbsp;당분간&nbsp;적절&hellip;정책조치&nbsp;전념" <br />●&nbsp;세인트&nbsp;연은&nbsp;총재&nbsp;"더&nbsp;높은&nbsp;인플레&nbsp;유발&hellip;&nbsp;모든&nbsp;이론,&nbsp;상승&nbsp;가리켜" <br />●&nbsp;CE&nbsp;"기저효과로&nbsp;봄철&nbsp;美물가&nbsp;3%&nbsp;가능&hellip;하반기&nbsp;2%&nbsp;이상" <br />●&nbsp;ING&nbsp;"높은&nbsp;美인플레&nbsp;지속&nbsp;우려&nbsp;잘못돼" <br />●&nbsp;다우존스&nbsp;"달러화&nbsp;약세&nbsp;확신&nbsp;희미해져"&hellip;전망&nbsp;앞다퉈&nbsp;바꿔 <br />●&nbsp;골드만&nbsp;수석&nbsp;이코노미스트&nbsp;"美증시&nbsp;곧&nbsp;조정&hellip;장기적으로는&nbsp;긍정적" <br />●&nbsp;코메르츠방크&nbsp;"연준의&nbsp;테이퍼링&nbsp;추측&nbsp;달러&nbsp;지지" <br />●&nbsp;제퍼리스&nbsp;"초대형&nbsp;부양책에&nbsp;연말&nbsp;10년물&nbsp;국채수익률&nbsp;2%&nbsp;달할&nbsp;것" <br />●&nbsp;美&nbsp;오하이오&nbsp;연구진,&nbsp;미국&nbsp;내&nbsp;발현&nbsp;추정&nbsp;코로나19&nbsp;변이&nbsp;확인 <br />●&nbsp;인텔,&nbsp;밥&nbsp;스완&nbsp;CEO&nbsp;다음달&nbsp;사퇴&hellip;VM웨어&nbsp;CEO로&nbsp;교체 <br />●&nbsp;구겐하임,&nbsp;홈디포&nbsp;'매수'로&nbsp;등급&nbsp;상향&hellip;목표주가는&nbsp;310달러 <br />●&nbsp;EIA&nbsp;원유재고&nbsp;325만&nbsp;배럴&nbsp;감소 <br />●&nbsp;유로존&nbsp;기대인플레&nbsp;상승&hellip;1년래&nbsp;최고치 <br />●&nbsp;라가르드&nbsp;"ECB&nbsp;경제&nbsp;전망&nbsp;여전히&nbsp;타당&hellip;환율&nbsp;흐름&nbsp;매우&nbsp;주의" <br />●&nbsp;ECB&nbsp;총재&nbsp;"자금세탁&nbsp;연루된&nbsp;비트코인&hellip;강한&nbsp;규제&nbsp;필요" <br />●&nbsp;HSBC&nbsp;"유로존&nbsp;11월&nbsp;산업생산&nbsp;증가&hellip;4분기&nbsp;GDP&nbsp;예상&nbsp;상회할&nbsp;수도" <br />●&nbsp;ING&nbsp;"러시아&nbsp;외환&nbsp;매입&nbsp;재개&nbsp;루블&nbsp;영향&nbsp;크지&nbsp;않아" <br />●&nbsp;12월&nbsp;수출물가&nbsp;0.1%&nbsp;하락&hellip;환율&nbsp;급락에도&nbsp;유가&nbsp;상승에&nbsp;낙폭&nbsp;축소 <br />●&nbsp;'풀린&nbsp;추위'&nbsp;평년보다&nbsp;따뜻해져&hellip;다시&nbsp;찾아온&nbsp;미세먼지 <br /><br />[기업/산업] <br />●&nbsp;석유&middot;구리&nbsp;가격&nbsp;코로나&nbsp;전보다&nbsp;더&nbsp;올랐다&hellip;"10년&nbsp;상승장&nbsp;진입" <br />●&nbsp;국내&nbsp;44개&nbsp;원자재&nbsp;펀드,&nbsp;6개월&nbsp;수익률&nbsp;15%&nbsp;넘어&hellip;"올해&nbsp;은&middot;구리&nbsp;투자&nbsp;유망" <br />●&nbsp;'기대인플레'&nbsp;코로나&nbsp;이후&nbsp;최고&hellip;"화학&middot;조선&middot;에너지株가&nbsp;투자&nbsp;대안" <br />●&nbsp;"5년간&nbsp;30조원&nbsp;수출금융&nbsp;지원&hellip;그린뉴딜&nbsp;수주&nbsp;두배로&nbsp;확대" <br />●&nbsp;셀트리온&nbsp;"코로나19&nbsp;치료제&nbsp;글로벌&nbsp;2상&nbsp;결과&nbsp;회복기간&middot;중증&nbsp;발생률&darr;" <br />●&nbsp;삼성바이오&nbsp;"백신&nbsp;등&nbsp;사업&nbsp;다각화&hellip;글로벌&nbsp;종합바이오&nbsp;도약" <br />●&nbsp;빌게이츠,&nbsp;LG화학에&nbsp;편지&nbsp;"소아마비&nbsp;백신&nbsp;개발&nbsp;감사" <br />●&nbsp;이스타항공,&nbsp;기업회생&nbsp;신청한다&hellip;법원주도&nbsp;공개매각&nbsp;추진 <br />●&nbsp;中企&nbsp;CEO&nbsp;10명&nbsp;중&nbsp;9명&nbsp;"올해도&nbsp;국내&nbsp;경기&nbsp;암울" <br />●&nbsp;게리&nbsp;셔피로&nbsp;"지난&nbsp;200년&nbsp;변화보다&nbsp;앞으로&nbsp;2년의&nbsp;혁신이&nbsp;중요" <br />●&nbsp;3천만원대&nbsp;태양광&nbsp;전기차&hellip;공기질&nbsp;측정하는&nbsp;스마트&nbsp;마스크 <br />●&nbsp;모바일&nbsp;응원&middot;가상&nbsp;관중&hellip;"기술로&nbsp;코로나&nbsp;장벽&nbsp;넘자" <br />●&nbsp;소니&nbsp;브라비아&nbsp;XR&nbsp;TV&nbsp;라인업,&nbsp;시청자&nbsp;눈&nbsp;초점까지&nbsp;인식 <br />●&nbsp;LG전자,&nbsp;이번엔&nbsp;'자동차&nbsp;SW'&nbsp;합작법인&nbsp;세운다 <br />●&nbsp;PC&middot;서버&middot;클라우드發&nbsp;칩수요&nbsp;폭발&hellip;역대급&nbsp;합종연횡&nbsp;펼쳐진다 <br />●&nbsp;퀄컴&middot;엔비디아&nbsp;칩&nbsp;탑재&hellip;中니오&nbsp;'자율주행&nbsp;굴기' <br />●&nbsp;이케아&middot;미쓰비시도&nbsp;반한&nbsp;컬러강판&hellip;연초부터&nbsp;공장&nbsp;'풀가동' <br />●&nbsp;매출&nbsp;8000만원서&nbsp;1년&nbsp;만에&nbsp;100억&hellip;코로나로&nbsp;'인생역전' <br />●&nbsp;전경련&nbsp;"올해&nbsp;키워드,&nbsp;백신&middot;바이든정부&middot;경기부양&middot;친환경&middot;신시장" <br />●&nbsp;GBC&nbsp;구상&nbsp;위해&nbsp;직접&nbsp;허드슨야드로&hellip;정의선,&nbsp;60억&nbsp;맨해튼&nbsp;아파트&nbsp;샀다 <br />●&nbsp;지상파&nbsp;중간광고&nbsp;허용된다&hellip;최대&nbsp;6회,&nbsp;각각&nbsp;1분&nbsp;이내로 <br />●&nbsp;정부,&nbsp;분야별&nbsp;탄소감축&nbsp;계획&nbsp;6월에&nbsp;내놓는다 <br />●&nbsp;허백영&nbsp;대표&nbsp;"특금법&nbsp;시행&hellip;늦었지만&nbsp;가상화폐&nbsp;투자자&nbsp;보호&nbsp;나선&nbsp;것" <br />●&nbsp;계속&nbsp;돈&nbsp;풀리는데,&nbsp;서민대출&nbsp;더&nbsp;어려워져 <br />●&nbsp;은행,&nbsp;1분기에도&nbsp;가계대출&nbsp;죈다 <br />●&nbsp;"돈&nbsp;벌게&nbsp;해줘"&nbsp;했더니&hellip;'버벅'댄&nbsp;4대은행&nbsp;AI&nbsp;챗봇 <br />●&nbsp;"서울&middot;경기&nbsp;쓰레기&nbsp;받아줄&nbsp;지자체&nbsp;없나요"&hellip;2500억&nbsp;당근&nbsp;내걸었다 <br />●&nbsp;어?&nbsp;이거&nbsp;돈&nbsp;되겠네&hellip;현대오일뱅크,&nbsp;태양광&nbsp;소재사업&nbsp;뛰어든다 <br />●&nbsp;"항공우주산업&nbsp;별이&nbsp;되자"&hellip;한화,&nbsp;쎄트렉아이&nbsp;최대주주로 <br />●&nbsp;아이오닉5&nbsp;vs&nbsp;모델Y&hellip;베일벗은&nbsp;'전기차&nbsp;빅2' <br />●&nbsp;현대차,&nbsp;연내&nbsp;아이폰으로도&nbsp;시동켠다 <br />●&nbsp;LS전선,&nbsp;아프리카&nbsp;진출&hellip;이집트&nbsp;케이블공장&nbsp;준공 <br />●&nbsp;자동차보험료&nbsp;오른이유&hellip;인터넷에서&nbsp;조회하세요 <br />●&nbsp;토스&nbsp;등&nbsp;7개사&nbsp;마이데이터&nbsp;예비허가 <br />●&nbsp;포드&nbsp;"韓SUV시장&nbsp;집중공략" <br />●&nbsp;카카오&nbsp;반값&nbsp;클라우드&nbsp;'톡서랍'&nbsp;열렸다 <br />●&nbsp;구겨도,&nbsp;잘라도&nbsp;작동하는&nbsp;'차세대&nbsp;배터리' <br />●&nbsp;넥슨&nbsp;김정주,&nbsp;우주에&nbsp;베팅&hellip;스페이스X에&nbsp;175억&nbsp;투자 <br />●&nbsp;더&nbsp;오래가는&nbsp;해수전지&nbsp;나오나&hellip;UNIST,&nbsp;핵심부품&nbsp;안정성&nbsp;규명 <br />●&nbsp;SKT,&nbsp;3만원대&nbsp;'5G&nbsp;요금제'&nbsp;출시 <br />●&nbsp;한화,&nbsp;뮤직카우&nbsp;주식&nbsp;사들인&nbsp;까닭은 <br />●&nbsp;최태원의&nbsp;투자본능&hellip;美&nbsp;수소회사&nbsp;투자&nbsp;후&nbsp;5일새&nbsp;2조원&nbsp;벌어 <br />●&nbsp;에어부산&nbsp;이달&nbsp;대마도비행&nbsp;3회,&nbsp;최저가&nbsp;9만9000원&hellip;흥행&nbsp;'총력' <br />●&nbsp;테라사이언스,&nbsp;미니&nbsp;LED&nbsp;부품업체&nbsp;인수 <br />●&nbsp;판&nbsp;커지는&nbsp;스마트폰&nbsp;'애프터&nbsp;마켓' <br />●&nbsp;LG화학&nbsp;"통풍&nbsp;등&nbsp;신약&nbsp;후보물질&nbsp;40개&nbsp;확보" <br />●&nbsp;피플바이오&middot;앱솔로지,&nbsp;알츠하이머&nbsp;원인&nbsp;단백질&nbsp;측정&hellip;혈액&nbsp;기반&nbsp;진단키트&nbsp;개발&nbsp;착수 <br />●&nbsp;국산&nbsp;코로나&nbsp;치료제&nbsp;상용화&nbsp;눈앞&hellip;10여&nbsp;개&nbsp;제품&nbsp;각축전&nbsp;예상 <br />●&nbsp;"표적항암제&nbsp;동물실험에서&nbsp;성능&nbsp;확인"&nbsp;바이오리더스,&nbsp;임상&nbsp;추진 <br />●&nbsp;"한미약품&nbsp;'코&nbsp;스프레이'&nbsp;코로나&nbsp;차단&nbsp;효과" <br />●&nbsp;솔젠트&nbsp;주주연합&nbsp;경영권&nbsp;분쟁&nbsp;승리&hellip;EDGC&nbsp;주총&nbsp;연기&nbsp;시도&nbsp;무산 <br />●&nbsp;빨대&middot;라벨&nbsp;'OUT'&hellip;식품사도&nbsp;ESG&nbsp;경영&nbsp;바람 <br />●&nbsp;2만명이&nbsp;본&nbsp;라이브커머스&nbsp;'빅션' <br />●&nbsp;역대급&nbsp;한파에&nbsp;다운패딩&nbsp;'불티' <br />●&nbsp;대형마트&middot;편의점&nbsp;1분기&nbsp;매출&nbsp;전망&nbsp;최악 <br />●&nbsp;"네이버&nbsp;살까,&nbsp;카카오&nbsp;살까"&hellip;고민될&nbsp;땐&nbsp;'이것'부터&nbsp;봐라 <br />●&nbsp;'은행株의&nbsp;시간'&nbsp;온다&hellip;우리&middot;신한&nbsp;일제히&nbsp;상승 <br />●&nbsp;LG화학,&nbsp;사상&nbsp;첫&nbsp;100만원&hellip;"생큐&nbsp;에너지솔루션" <br />●&nbsp;NH&nbsp;'美주식&nbsp;월배당'&nbsp;두달새&nbsp;2000명&nbsp;돌파 <br />●&nbsp;"올&nbsp;봄,&nbsp;공매도&nbsp;재개보다&nbsp;더&nbsp;큰&nbsp;위기&nbsp;온다"&nbsp;김태홍&nbsp;그로쓰힐자산운용&nbsp;대표 <br />●&nbsp;증시&nbsp;숨고를때도&nbsp;'곱버스'는&nbsp;곤두박질&hellip;장기투자&nbsp;금물 <br />●&nbsp;文대통령&nbsp;'소부장'서&nbsp;번&nbsp;돈&nbsp;뉴딜펀드에&nbsp;넣었다 <br />●&nbsp;네덜란드계&nbsp;아이엠씨證&nbsp;상륙&hellip;4년만에&nbsp;외국계&nbsp;한국&nbsp;진출 <br />●&nbsp;미래에셋&nbsp;'뉴딜&nbsp;ETF',&nbsp;순자산&nbsp;1조원&nbsp;넘었다 <br />●&nbsp;"테슬라&nbsp;넘을것"&nbsp;선언한&nbsp;GM&hellip;전기&nbsp;밴&nbsp;호재에&nbsp;주가&nbsp;6%&nbsp;쑥 <br />●&nbsp;박현주&nbsp;미래에셋&nbsp;회장,&nbsp;14일&nbsp;유튜브&nbsp;투자미팅 <br />●&nbsp;공매도&nbsp;세력&nbsp;유상증자&nbsp;참여&nbsp;금지 <br />●&nbsp;"손절매&nbsp;할까요?"&hellip;'제2의&nbsp;씨젠'&nbsp;찾던&nbsp;2030&nbsp;개미들&nbsp;속앓이 <br />●&nbsp;SKIET&nbsp;"2차전지&nbsp;소재&nbsp;세계&nbsp;선두권&nbsp;도약" <br />●&nbsp;"비트코인&nbsp;시장의&nbsp;기관&nbsp;비중,&nbsp;아직&nbsp;1%&nbsp;수준" <br />●&nbsp;5명&nbsp;중&nbsp;1명&nbsp;"코로나&nbsp;계기로&nbsp;주식&nbsp;투자&nbsp;늘렸다" <br />●&nbsp;새해도&nbsp;'공모주&nbsp;돌풍'&hellip;엔비티&nbsp;청약&nbsp;신기록 <br />●&nbsp;삼성전기서&nbsp;분사한&nbsp;'솔루엠',&nbsp;ESL&nbsp;세계3위&nbsp;전자부품社&nbsp;코스피&nbsp;노크 <br />●&nbsp;강원도&nbsp;"알펜시아&nbsp;20%&nbsp;싸게&nbsp;살&nbsp;분~" <br /><br />[경제/증시/부동산] <br />●&nbsp;올해&nbsp;국내&nbsp;주식시장서&nbsp;불어난&nbsp;개인자금&nbsp;벌써&nbsp;20조&nbsp;육박 <br />●&nbsp;'머니무브'&nbsp;가속&hellip;요구불예금&nbsp;12일새&nbsp;22조원&nbsp;이탈 <br />●&nbsp;동학개미&nbsp;10조&nbsp;사고,&nbsp;기관은&nbsp;10조&nbsp;팔고&hellip;연초&nbsp;'쩐의&nbsp;전쟁' <br />●&nbsp;연기금&nbsp;4조&nbsp;'팔자'에&nbsp;발목잡힌&nbsp;코스피&hellip;향후&nbsp;전망은? <br />●&nbsp;숨고르는&nbsp;코스피&nbsp;운명&hellip;오늘&nbsp;바이든&middot;파월&nbsp;입에&nbsp;달렸다 <br />●&nbsp;불법공매도&nbsp;처벌&nbsp;강화한다지만&hellip;개미들&nbsp;"증시&nbsp;안정효과&nbsp;의문" <br /><br />[정치/사회/국내&nbsp;기타] <br />●&nbsp;코로나&nbsp;무료&nbsp;백신,&nbsp;공공센터&nbsp;만들어&nbsp;국민&nbsp;절반&nbsp;접종 <br />●&nbsp;11월&nbsp;집단면역&nbsp;목표지만&hellip;백신마다&nbsp;효과&nbsp;달라&nbsp;미지수 <br />●&nbsp;'기업&nbsp;겁박'&nbsp;논란에도&hellip;與,&nbsp;이익공유제&nbsp;TF&nbsp;출범 <br />●&nbsp;이익공유제&nbsp;자발적&nbsp;참여라지만&hellip;여당&nbsp;내부서도&nbsp;"관제기부&nbsp;위험" <br />●&nbsp;선거&nbsp;앞두고&hellip;자영업&nbsp;손실&nbsp;보전해준다는&nbsp;與 <br />●&nbsp;일자리&nbsp;빙하기&hellip;작년&nbsp;21만개&nbsp;사라졌다 <br />●&nbsp;30&middot;40대의&nbsp;분노&nbsp;"왜&nbsp;노인들&nbsp;일자리만&nbsp;늘리나" <br />●&nbsp;'최악&nbsp;고용'에&nbsp;경제장관들&nbsp;황당해명&nbsp;"재작년&nbsp;취업&nbsp;너무&nbsp;잘돼서&hellip;" <br />●&nbsp;정부&nbsp;청년실업&nbsp;대책은&nbsp;'이것'뿐&hellip;공무원&nbsp;채용&nbsp;역대&nbsp;최대 <br />●&nbsp;18일부터&nbsp;소상공인&nbsp;2차&nbsp;금융지원&nbsp;금리&nbsp;최대&nbsp;2%p&nbsp;인하 <br />●&nbsp;靑&nbsp;"전직&nbsp;대통령&nbsp;사면은&nbsp;국민&nbsp;눈높이서&nbsp;결정할것" <br />●&nbsp;최종건&nbsp;외교차관&nbsp;'빈손&nbsp;귀국'&hellip;이란,&nbsp;동결자금&nbsp;이자까지&nbsp;거론 <br />●&nbsp;김종인&nbsp;"재건축&nbsp;완화&hellip;400곳&nbsp;개발&nbsp;25만호&nbsp;공급" <br />●&nbsp;나경원&nbsp;출마&nbsp;일성&nbsp;"서울형&nbsp;기본소득&nbsp;도입" <br />●&nbsp;박근혜&nbsp;'국정농단'&nbsp;재판&nbsp;오늘&nbsp;최종&nbsp;결론&hellip;원심&nbsp;판단&nbsp;유지될듯 <br />●&nbsp;김정은,&nbsp;어제&nbsp;당대회&nbsp;기념공연&nbsp;관람&hellip;열병식&nbsp;언급&nbsp;없어 <br />●&nbsp;北&nbsp;5년만의&nbsp;노동당&nbsp;대회&nbsp;결론은&nbsp;'핵&nbsp;강화' <br />●&nbsp;文엔&nbsp;시큰둥한&nbsp;日스가&hellip;"김정은,&nbsp;조건없이&nbsp;만나자" <br />●&nbsp;카스테라&nbsp;못&nbsp;먹나&hellip;제2&nbsp;계란&nbsp;파동&nbsp;우려&nbsp;커져 <br />●&nbsp;창원,&nbsp;쓰레기&middot;배설물로&nbsp;매일&nbsp;수소&nbsp;3.5t&nbsp;만든다 <br />●&nbsp;대전시-한화건설,&nbsp;대전역세권&nbsp;공동개발&nbsp;나선다 <br />●&nbsp;파주&nbsp;LGD&nbsp;화학물질&nbsp;누출&nbsp; <br /><br />[국제/해외] <br />●&nbsp;美&nbsp;연은&nbsp;총재들&nbsp;'테이퍼링&nbsp;우려'&nbsp;일축&hellip;"연말까진&nbsp;통화완화&nbsp;유지" <br />●&nbsp;홍콩증시로&nbsp;몰리는&nbsp;中&nbsp;자금&hellip;하루&nbsp;25억달러&nbsp;순매수 <br />●&nbsp;독일,&nbsp;하루&nbsp;코로나19&nbsp;사망자&nbsp;또&nbsp;1천명&hellip;미국보다&nbsp;사망률&nbsp;높아 <br />●&nbsp;코로나&nbsp;확산&nbsp;지속&middot;변이&nbsp;출현에&hellip;스위스,&nbsp;18일부터&nbsp;재봉쇄 <br />●&nbsp;변이&nbsp;발견된&nbsp;日&hellip;기업인&middot;유학생&nbsp;입국마저&nbsp;막았다 <br />●&nbsp;美&nbsp;공항검역&nbsp;강화,&nbsp;中&nbsp;대규모&nbsp;도시봉쇄&hellip; <br />●&nbsp;트럼프의&nbsp;억지&hellip;"탄핵은&nbsp;악랄한&nbsp;마녀사냥" <br />●&nbsp;美&nbsp;뉴욕시,&nbsp;트럼프&nbsp;부동산&nbsp;그룹과&nbsp;모든&nbsp;계약&nbsp;파기 <br />●&nbsp;자사주&nbsp;매입하는&nbsp;美&nbsp;부동산&nbsp;상장사&hellip;"주식시장&nbsp;평가절하&nbsp;너무하다" <br />●&nbsp;日,&nbsp;후쿠시마&nbsp;오염수&nbsp;방류&nbsp;보류하나 <br />●&nbsp;전기차&nbsp;배터리에&nbsp;사활&nbsp;건&nbsp;日&nbsp;화학기업 <br />●&nbsp;옐런&nbsp;등&nbsp;4개&nbsp;부처&nbsp;장관&hellip;바이든&nbsp;취임전날&nbsp;청문회 <br />●&nbsp;독일車&nbsp;'빅3'&nbsp;유럽서&nbsp;테슬라&nbsp;제쳐 <br />●&nbsp;獨,&nbsp;바이든과&nbsp;디지털세&nbsp;합의&nbsp;추진 <br />●&nbsp;시노백&nbsp;브라질&nbsp;임상서&nbsp;예방&nbsp;효과&nbsp;간신히&nbsp;50% <br />●&nbsp;'인종차별&nbsp;타파'&nbsp;팔걷은&nbsp;애플&hellip;팀쿡&nbsp;"1억弗&nbsp;프로젝트&nbsp;추진"</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>1월 14일 목요일 간추린 뉴스입니다. <br /><br />■&nbsp;어제&nbsp;0시부터&nbsp;오후&nbsp;9시까지&nbsp;확인된&nbsp;국내&nbsp;코로나19&nbsp;신규&nbsp;확진자가&nbsp;459명으로&nbsp;집계돼&nbsp;오늘&nbsp;발표될&nbsp;신규&nbsp;확진자&nbsp;역시&nbsp;5백&nbsp;명&nbsp;안팎으로&nbsp;예상됩니다.&nbsp;확진자의&nbsp;지역&nbsp;분포를&nbsp;보면&nbsp;수도권이&nbsp;303명으로&nbsp;전체의&nbsp;66%를&nbsp;차지했습니다.&nbsp;정부는&nbsp;이번&nbsp;주&nbsp;상황을&nbsp;지켜본&nbsp;뒤&nbsp;모레&nbsp;거리&nbsp;두기&nbsp;단계와&nbsp;5인&nbsp;이상&nbsp;모임&nbsp;금지&nbsp;조치&nbsp;연장&nbsp;여부&nbsp;등을&nbsp;발표합니다.&nbsp; <br /><br />■&nbsp;나경원&nbsp;전&nbsp;의원이&nbsp;10년&nbsp;만에&nbsp;서울시장&nbsp;재도전을&nbsp;선언하고,&nbsp;박영선&nbsp;장관은&nbsp;출마를&nbsp;저울질하는&nbsp;등&nbsp;4월&nbsp;서울&middot;부산시장&nbsp;보궐선거에&nbsp;여야&nbsp;거물급&nbsp;인사들의&nbsp;출사표가&nbsp;잇따르고&nbsp;있습니다.&nbsp;이달&nbsp;안에는&nbsp;전체&nbsp;후보군&nbsp;윤곽이&nbsp;드러날&nbsp;것으로&nbsp;보입니다.&nbsp; <br /><br />■&nbsp;16개월&nbsp;입양아&nbsp;정인이를&nbsp;학대해&nbsp;숨지게&nbsp;한&nbsp;혐의로&nbsp;기소된&nbsp;양부모에&nbsp;대한&nbsp;첫&nbsp;재판이&nbsp;열렸습니다.&nbsp;학대치사&nbsp;혐의만&nbsp;적용된&nbsp;걸&nbsp;두고&nbsp;논란이&nbsp;컸는데,&nbsp;검찰은&nbsp;결국&nbsp;재판에서&nbsp;살인&nbsp;혐의를&nbsp;추가했고,&nbsp;법원&nbsp;밖에&nbsp;모인&nbsp;시민들은&nbsp;엄벌을&nbsp;촉구했습니다.&nbsp; <br /><br />■&nbsp;김학의&nbsp;전&nbsp;법무부&nbsp;차관에&nbsp;대한&nbsp;출국금지&nbsp;과정에서&nbsp;위법행위가&nbsp;있었다는&nbsp;논란이&nbsp;제기된&nbsp;가운데&nbsp;대검찰청이&nbsp;관련&nbsp;수사를&nbsp;수원지방검찰청에&nbsp;재배당했습니다.&nbsp;과거&nbsp;김학의&nbsp;특별수사단에&nbsp;투입된&nbsp;부장검사가&nbsp;이번에는&nbsp;법무부&nbsp;등의&nbsp;위법성&nbsp;여부를&nbsp;가리게&nbsp;됐습니다.&nbsp; <br /><br />■&nbsp;하루&nbsp;사망자가&nbsp;4천500명에&nbsp;이르고&nbsp;있는&nbsp;미국도&nbsp;문을&nbsp;걸어&nbsp;잠그고&nbsp;있습니다.&nbsp;오는&nbsp;26일부터는&nbsp;코로나&nbsp;음성&nbsp;확인서가&nbsp;없이는&nbsp;미국에&nbsp;들어갈&nbsp;수&nbsp;없습니다.&nbsp;현재&nbsp;영국발&nbsp;항공편&nbsp;입국자에게&nbsp;적용&nbsp;중인&nbsp;코로나&nbsp;음성&nbsp;확인&nbsp;조치를&nbsp;모든&nbsp;나라로&nbsp;확대한다고&nbsp;밝혔습니다.&nbsp;대상은&nbsp;만&nbsp;2세&nbsp;이상이고&nbsp;출국&nbsp;사흘&nbsp;전까지&nbsp;받은&nbsp;확인서만&nbsp;인정됩니다.&nbsp; <br /><br />■&nbsp;기저질환이&nbsp;없던&nbsp;50대&nbsp;미국&nbsp;의사가&nbsp;화이자사의&nbsp;코로나&nbsp;백신을&nbsp;맞고&nbsp;접종&nbsp;16일&nbsp;만에&nbsp;뇌출혈로&nbsp;사망했다고&nbsp;뉴욕&nbsp;타임즈가&nbsp;보도했습니다.&nbsp;숨진&nbsp;의사의&nbsp;아내는&nbsp;남편이&nbsp;백신을&nbsp;맞고&nbsp;3일이&nbsp;지난&nbsp;뒤&nbsp;손과&nbsp;발에서&nbsp;점&nbsp;모양의&nbsp;출혈이&nbsp;발생해&nbsp;응급실을&nbsp;찾았으며,&nbsp;면역혈소판&nbsp;감소증&nbsp;진단을&nbsp;받고&nbsp;중환자실에&nbsp;입원했다가&nbsp;숨졌다고&nbsp;전했습니다.&nbsp; <br /><br />■&nbsp;일본&nbsp;정부가&nbsp;한국을&nbsp;비롯해&nbsp;예외적으로&nbsp;허용해온&nbsp;11개&nbsp;나라&nbsp;외국인의&nbsp;일본&nbsp;입국을&nbsp;오늘부터&nbsp;전면&nbsp;중단하기로&nbsp;했습니다.&nbsp;다만&nbsp;이미&nbsp;일본&nbsp;비자를&nbsp;받은&nbsp;사람들은&nbsp;1주일의&nbsp;유예&nbsp;기간을&nbsp;주기로&nbsp;해,&nbsp;오는&nbsp;20일&nbsp;밤까지만&nbsp;일본&nbsp;입국이&nbsp;허용됩니다.&nbsp; <br /><br />■&nbsp;미국&nbsp;뉴욕시가&nbsp;트럼프&nbsp;대통령이&nbsp;불법&nbsp;행위에&nbsp;관여했다는&nbsp;이유로&nbsp;트럼프그룹이&nbsp;위탁&nbsp;운영하고&nbsp;있는&nbsp;시&nbsp;소유&nbsp;시설에&nbsp;대한&nbsp;계약을&nbsp;파기하겠다고&nbsp;밝혔습니다.&nbsp;지난&nbsp;6일&nbsp;의사당&nbsp;난입&nbsp;사태가&nbsp;트럼프&nbsp;대통령의&nbsp;정치&nbsp;생명뿐만&nbsp;아니라&nbsp;사업에도&nbsp;큰&nbsp;타격을&nbsp;주고&nbsp;있습니다.&nbsp; <br /><br />■&nbsp;북한&nbsp;김정은&nbsp;국무위원장이&nbsp;8차&nbsp;당&nbsp;대회를&nbsp;마무리하며,&nbsp;핵&nbsp;무력&nbsp;강화를&nbsp;통한&nbsp;군사력&nbsp;증강을&nbsp;거듭&nbsp;강조했습니다.&nbsp;남북&nbsp;관계&nbsp;개선&nbsp;메시지는&nbsp;찾기&nbsp;힘들었는데,&nbsp;김여정&nbsp;부부장은&nbsp;우리&nbsp;군&nbsp;당국의&nbsp;북한&nbsp;열병식&nbsp;동향&nbsp;추적을&nbsp;거칠게&nbsp;비난하며,&nbsp;직책&nbsp;강등에도&nbsp;존재감을&nbsp;내보였습니다.&nbsp; <br /><br />■&nbsp;국정농단과&nbsp;국가정보원&nbsp;특수활동비&nbsp;상납&nbsp;사건으로&nbsp;재판에&nbsp;넘겨진&nbsp;박근혜&nbsp;전&nbsp;대통령에&nbsp;대해&nbsp;오늘&nbsp;대법원의&nbsp;재상고심&nbsp;선고가&nbsp;나옵니다.&nbsp;파기환송심&nbsp;판결이&nbsp;그대로&nbsp;유지되면&nbsp;기존의&nbsp;'공천개입&nbsp;사건'&nbsp;징역&nbsp;2년을&nbsp;더해&nbsp;모두&nbsp;징역&nbsp;22년의&nbsp;형이&nbsp;확정됩니다.&nbsp; <br /><br />■&nbsp;경북&nbsp;상주에&nbsp;있는&nbsp;BTJ&nbsp;열방센터가&nbsp;대규모&nbsp;확산의&nbsp;새&nbsp;진원지가&nbsp;되는&nbsp;것&nbsp;아니냐는&nbsp;우려가&nbsp;높습니다.&nbsp;확진자는&nbsp;660명을&nbsp;넘어선&nbsp;데다&nbsp;시설에&nbsp;있던&nbsp;사람들이&nbsp;진단&nbsp;검사도&nbsp;제대로&nbsp;받지&nbsp;않고&nbsp;있는데,&nbsp;건강보험공단은&nbsp;30억&nbsp;원&nbsp;넘는&nbsp;진료비를&nbsp;청구할&nbsp;예정입니다.&nbsp; <br /><br />■&nbsp;방역&nbsp;활동&nbsp;방해&nbsp;등의&nbsp;혐의로&nbsp;기소된&nbsp;신천지&nbsp;이만희&nbsp;교주에&nbsp;대해&nbsp;1심&nbsp;법원이&nbsp;횡령&nbsp;혐의&nbsp;등일부만&nbsp;인정해&nbsp;징역&nbsp;3년에&nbsp;집행유예&nbsp;4년을&nbsp;선고했습니다.&nbsp;방역법&nbsp;위반&nbsp;혐의에&nbsp;대해선&nbsp;무죄를&nbsp;선고하자&nbsp;신천치&nbsp;피해자&nbsp;가족들은&nbsp;"가출한&nbsp;자녀들을&nbsp;찾고자&nbsp;몸부림쳤던&nbsp;부모에게&nbsp;큰&nbsp;낙심과&nbsp;절망이&nbsp;될&nbsp;것"이라고&nbsp;비판했습니다.&nbsp; <br /><br />■&nbsp;어제(13일)&nbsp;오후&nbsp;경기도&nbsp;파주의&nbsp;LG&nbsp;디스플레이&nbsp;공장에서&nbsp;화학물질이&nbsp;누출되는&nbsp;사고가&nbsp;났습니다.&nbsp;중상을&nbsp;입은&nbsp;2명을&nbsp;포함해&nbsp;모두&nbsp;7명이&nbsp;다쳤습니다.&nbsp;당시&nbsp;건물&nbsp;5층에서&nbsp;배관작업을&nbsp;하던&nbsp;협력업체&nbsp;직원&nbsp;2명이&nbsp;화학물질이&nbsp;온몸에&nbsp;묻으면서&nbsp;의식을&nbsp;잃고&nbsp;쓰러졌습니다.&nbsp;누출된&nbsp;화학물질은&nbsp;수산화테트라메틸암모늄으로&nbsp;디스플레이를&nbsp;세척하는&nbsp;물질로&nbsp;알려졌습니다.&nbsp; <br /><br />■&nbsp;제주도의&nbsp;랜딩카지노에서&nbsp;감쪽같이&nbsp;사라진&nbsp;145억&nbsp;6천만&nbsp;원의&nbsp;행방이&nbsp;조금씩&nbsp;드러나기&nbsp;시작했습니다.&nbsp;81억&nbsp;5천만&nbsp;원은&nbsp;랜딩카지노&nbsp;금고에서,&nbsp;20여억&nbsp;원의&nbsp;현금&nbsp;다발은&nbsp;도피한&nbsp;자금&nbsp;담당&nbsp;직원의&nbsp;숙소에서&nbsp;발견됐는데요.&nbsp;나머지&nbsp;40여억&nbsp;원의&nbsp;행방과&nbsp;내부&nbsp;조력자&nbsp;등을&nbsp;규명하는&nbsp;데&nbsp;수사력을&nbsp;집중하고&nbsp;있습니다.&nbsp; <br /><br />■&nbsp;환경부와&nbsp;서울시,&nbsp;경기도가&nbsp;수도권&nbsp;매립지를&nbsp;대체할&nbsp;후보지&nbsp;공모&nbsp;절차에&nbsp;들어갔습니다.&nbsp;우여곡절&nbsp;끝에&nbsp;공식적으로&nbsp;대체&nbsp;후보지&nbsp;공모&nbsp;절차가&nbsp;시작됐지만,&nbsp;입지를&nbsp;선정한&nbsp;뒤에&nbsp;지역&nbsp;주민을&nbsp;설득하고&nbsp;실제&nbsp;조성까지&nbsp;걸리는&nbsp;시간을&nbsp;감안하면&nbsp;이번&nbsp;공모&nbsp;절차가&nbsp;순항하더라도&nbsp;쓰레기&nbsp;대란에&nbsp;대한&nbsp;우려를&nbsp;완전히&nbsp;지우긴&nbsp;어려워&nbsp;보입니다.&nbsp; <br /><br />■&nbsp;금융감독원은&nbsp;자동차보험&nbsp;가입정보와&nbsp;보험료&nbsp;변동원인&nbsp;등을&nbsp;간편하게&nbsp;확인할&nbsp;수&nbsp;있는&nbsp;'자동차보험료&nbsp;할인&middot;할증&nbsp;조회시스템'을&nbsp;구축해&nbsp;오늘부터&nbsp;서비스를&nbsp;시작한다고&nbsp;밝혔습니다.&nbsp;자동차&nbsp;보험은&nbsp;작년&nbsp;기준&nbsp;연평균&nbsp;보험료가&nbsp;74만&nbsp;원에&nbsp;달하고&nbsp;가입자도&nbsp;2천3백만&nbsp;명으로&nbsp;많지만,&nbsp;그동안&nbsp;갱신할&nbsp;때&nbsp;보험료&nbsp;할인이나&nbsp;할증의&nbsp;이유를&nbsp;파악하기&nbsp;어렵다는&nbsp;지적이&nbsp;제기돼왔습니다.&nbsp;</p> <p>&nbsp;</p> 【경제뉴스】 일일이슈 개미날다 경제뉴스 경제신문 경제이슈 오늘의뉴스 장중이슈 주식뉴스 주식이슈 증권뉴스 증권이슈 개미날다TV https://antflying.tistory.com/258 https://antflying.tistory.com/258#entry258comment Thu, 14 Jan 2021 22:40:32 +0900 https://antflying.tistory.com/257 <p data-ke-size="size18">증권사&nbsp;추천&nbsp;종목&nbsp;【2021.01.14,목】</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210114_222803.png" data-origin-width="942" data-origin-height="675" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/by1sVf/btqTDJjKg7j/yTVCeAEaADn908IrRWyx21/img.png" data-phocus="https://blog.kakaocdn.net/dn/by1sVf/btqTDJjKg7j/yTVCeAEaADn908IrRWyx21/img.png" data-alt="증권사추천주"><img src="https://blog.kakaocdn.net/dn/by1sVf/btqTDJjKg7j/yTVCeAEaADn908IrRWyx21/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2Fby1sVf%2FbtqTDJjKg7j%2FyTVCeAEaADn908IrRWyx21%2Fimg.png" data-filename="20210114_222803.png" data-origin-width="942" data-origin-height="675" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>증권사추천주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>▶️&nbsp;종목별&nbsp;증권사&nbsp;주요&nbsp;의견&nbsp;(1월&nbsp;14일) <br /><br /><br />●삼성SDI <br />파죽지세 <br />미국발&nbsp;전기차&nbsp;대공습&nbsp;&rarr;&nbsp;배터리&nbsp;사업에&nbsp;호재 <br />21년&nbsp;자동차용&nbsp;배터리&nbsp;영업이익&nbsp;흑자전환&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;90만원&nbsp;/&nbsp;신한금투&nbsp;소현철 <br /><br />●S-Oil <br />4Q20&nbsp;Preview:&nbsp;매출액&nbsp;4.6조원,&nbsp;영업이익1,560억원(영업이익률&nbsp;+3.4%) <br />유가&nbsp;상승과&nbsp;화학&nbsp;시황&nbsp;회복&nbsp;영향 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;85,000원&nbsp;/&nbsp;유진투자&nbsp;황성현 <br /><br />●이녹스첨단소재 <br />모바일과&nbsp;TV&nbsp;필름&nbsp;동반&nbsp;성장과&nbsp;저평가&nbsp;매력 <br />4분기&nbsp;실적&nbsp;저점,&nbsp;21년&nbsp;매출액&nbsp;전년대비&nbsp;25%&nbsp;증가,&nbsp;영업이익&nbsp;45%&nbsp;증가&nbsp;전망 <br />북미고객사향,&nbsp;삼성&nbsp;플래그십&nbsp;스마트폰,&nbsp;OLED&nbsp;TV&nbsp;21년&nbsp;Q&nbsp;증가,&nbsp;P&nbsp;인하는&nbsp;제한적 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;71,000원&nbsp;/&nbsp;신영증권&nbsp;이성훈 <br /><br />●엔씨소프트 <br />1분기&nbsp;중심&nbsp;투자매력도가&nbsp;클&nbsp;것으로&nbsp;판단 <br />게임&nbsp;업종&nbsp;관심종목으로&nbsp;제시 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;120만원&nbsp;/&nbsp;KTB증권&nbsp;김진구 <br /><br />●LG생활건강 <br />그치지않는&nbsp;성장세 <br />4Q20F&nbsp;연결&nbsp;매출액&nbsp;2조397억원(yoy&nbsp;+1.3%),&nbsp;영업이익&nbsp;2,688억원(yoy&nbsp;+11.6%)&nbsp;전망 <br />2021년에도&nbsp;전&nbsp;부문&nbsp;조화로운&nbsp;성장세&nbsp;지속 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;200만원&nbsp;/&nbsp;케이프&nbsp;김혜미 <br /><br />●이마트 <br />투자&nbsp;포인트&nbsp;재확인,&nbsp;방향성&nbsp;우려&nbsp;無 <br />12월&nbsp;마트&nbsp;기존점&nbsp;성장률&nbsp;+9.8%&nbsp;YoY&nbsp;기록,&nbsp;기대치&nbsp;상회 <br />1)&nbsp;마트&nbsp;저점&nbsp;+&nbsp;업태&nbsp;구조조정,&nbsp;2)&nbsp;온라인&nbsp;경쟁력,&nbsp;3)&nbsp;연결&nbsp;손익&nbsp;개선 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;24만원&nbsp;/&nbsp;신한금투&nbsp;박희진 <br /><br />●원익머트리얼즈 <br />자타공인&nbsp;산업용&nbsp;특수가스&nbsp;전문기업 <br />국내&nbsp;반도체&nbsp;소재&nbsp;산업을&nbsp;대표 <br />반도체&nbsp;산업&nbsp;성장에&nbsp;따른&nbsp;낙수&nbsp;효과&nbsp;확실 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;43,000원&nbsp;/&nbsp;IBK증권&nbsp;이건재 <br /><br />●코아시아 <br />시스템반도체&nbsp;매출&nbsp;Start!&nbsp;그러나&nbsp;GUC&nbsp;시가총액&nbsp;대비&nbsp;12% <br />2021년&nbsp;시스템반도체&nbsp;매출&nbsp;Start!-전자담배용&nbsp;칩&nbsp;양산&nbsp;가시화 <br />그러나&nbsp;Global&nbsp;Unichip&nbsp;시가총액&nbsp;대비&nbsp;12%에&nbsp;불과 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;13,500원&nbsp;/&nbsp;DS증권&nbsp;양형모 <br /><br />●유니셈 <br />고객사&nbsp;투자&nbsp;확대로&nbsp;2021년&nbsp;사상&nbsp;최대&nbsp;실적&nbsp;기대 <br />반도체용&nbsp;스크러버,&nbsp;칠러&nbsp;장비&nbsp;강자 <br />고객사&nbsp;투자&nbsp;확대에&nbsp;따라&nbsp;지속&nbsp;성장 <br />NR&nbsp;/&nbsp;SK증권&nbsp;윤혁진 <br /><br />●원익QnC <br />2021년&nbsp;출발부터&nbsp;좋다 <br />4분기&nbsp;매출액&nbsp;1,277억원(+85%&nbsp;YoY)&nbsp;예상 <br />1)&nbsp;2021년&nbsp;쿼츠&nbsp;사상&nbsp;최대&nbsp;매출,&nbsp;2)&nbsp;모멘티브&nbsp;실적&nbsp;정상화&nbsp;가능 <br />NR&nbsp;/&nbsp;신한금투&nbsp;오강호 <br /><br />●브이원텍 <br />2차전지/디스플레이&nbsp;관련&nbsp;SW&nbsp;및&nbsp;검사장비&nbsp;업체 <br />2차전지&nbsp;확대와&nbsp;디스플레이&nbsp;턴어라운드가&nbsp;동시에 <br />2차전지&nbsp;투자&nbsp;확대&nbsp;지속&nbsp;및&nbsp;디스플레이&nbsp;턴어라운드&nbsp;수혜&nbsp;예상 <br />NR&nbsp;/&nbsp;유안타&nbsp;박진형 <br /><br />●엠플러스 <br />고객사&nbsp;증설&nbsp;재개,&nbsp;플러스&nbsp;되는&nbsp;신규&nbsp;수주 <br />2차전지&nbsp;조립&nbsp;공정&nbsp;장비에&nbsp;특화된&nbsp;기업 <br />2021년&nbsp;상반기&nbsp;신규&nbsp;수주&nbsp;기대 <br />NR&nbsp;/&nbsp;NH증권&nbsp;손세훈 <br /><br />●덕산테코피아 <br />Re-rating의&nbsp;시작 <br />4Q20&nbsp;영업이익&nbsp;45억원,&nbsp;예상치&nbsp;부합할&nbsp;전망 <br />2021년&nbsp;영업이익&nbsp;+40%YoY&nbsp;증가할&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;24,000원&nbsp;/&nbsp;키움증권&nbsp;김소원 <br /><br />●카카오 <br />2021년&nbsp;기대감&nbsp;상향 <br />2021년&nbsp;영업이익&nbsp;전망치&nbsp;기존대비&nbsp;8.3%&nbsp;상향 <br />2021년&nbsp;비즈보드&nbsp;매출&nbsp;급증세&nbsp;지속&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;57만원&nbsp;/&nbsp;미래에셋&nbsp;김창권 <br /><br />●컴투스 <br />4Q20&nbsp;Preview:&nbsp;아직&nbsp;배고프다 <br />서머너즈워&nbsp;성수기&nbsp;효과로&nbsp;호실적 <br />기다리던&nbsp;신작&nbsp;출시의&nbsp;시작 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;20만원&nbsp;/&nbsp;한투증권&nbsp;정호윤 <br /><br />●한국가스공사 <br />4Q20&nbsp;영업이익&nbsp;3,230억원(YoY&nbsp;-23.2%)&nbsp;컨센서스&nbsp;하회&nbsp;전망 <br />유가&nbsp;+&nbsp;Prelude&nbsp;+&nbsp;한파&nbsp;+&nbsp;수소 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;44,000원&nbsp;/&nbsp;하나금투&nbsp;유재선 <br /><br />●효성티앤씨 <br />작년&nbsp;4분기&nbsp;영업이익,&nbsp;시장&nbsp;기대치&nbsp;크게&nbsp;상회할&nbsp;전망 <br />중장기적으로&nbsp;중국&nbsp;스판덱스&nbsp;생산능력&nbsp;4배&nbsp;이상&nbsp;확대&nbsp;계획 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;34만원&nbsp;/&nbsp;키움증권&nbsp;이동욱 <br /><br />●풍산 <br />멈추지&nbsp;않는&nbsp;실적호조 <br />4Q&nbsp;실적은&nbsp;구리가격&nbsp;급등으로&nbsp;예상치&nbsp;상회전망 <br />올해&nbsp;상반기에도&nbsp;실적호조&nbsp;기대 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;38,000원&nbsp;/&nbsp;키움증권&nbsp;이종형 <br /><br />●메드팩토 <br />고품격&nbsp;파이프라인&nbsp;가치를&nbsp;확고히&nbsp;할&nbsp;한해 <br />상승기류&nbsp;위에&nbsp;있는&nbsp;TGF-&beta;&nbsp;저해제의&nbsp;정점 <br />가치를&nbsp;더욱&nbsp;견고히&nbsp;할&nbsp;21년에&nbsp;주목할&nbsp;점 <br />NR&nbsp;/&nbsp;키움증권&nbsp;김상표 <br /><br />●롯데칠성 <br />4분기&nbsp;놀라운&nbsp;맥주&nbsp;성장,&nbsp;아쉬운&nbsp;비용 <br />턴어라운드&nbsp;시작 <br />주류&nbsp;모멘텀&nbsp;전환,&nbsp;가동률&nbsp;상승&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;15만원&nbsp;/&nbsp;NH증권&nbsp;조미진 <br /><br />●GS건설 <br />GS건설의&nbsp;해가&nbsp;온다 <br />4Q20&nbsp;실적,&nbsp;주택부문&nbsp;성장&nbsp;VS&nbsp;플랜트&nbsp;급감 <br />여전히&nbsp;매력적인&nbsp;분양실적과&nbsp;신사업&nbsp;모멘텀 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;53,000원&nbsp;/&nbsp;SK증권&nbsp;신서정 <br /><br />●HDC현대산업개발 <br />4Q20&nbsp;실적&nbsp;Preview:&nbsp;무난한&nbsp;실적,&nbsp;자체&nbsp;역세권&nbsp;개발사업&nbsp;가시화&nbsp;기대 <br />4분기&nbsp;영업이익&nbsp;1,216억원(YoY&nbsp;-24.2%,&nbsp;OPM&nbsp;13.2%)&nbsp;전망 <br />역세권&nbsp;규제&nbsp;완화,&nbsp;서울에서&nbsp;자체&nbsp;개발사업을&nbsp;할&nbsp;수&nbsp;있는&nbsp;디벨로퍼는&nbsp;많지&nbsp;않다 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;38,000원&nbsp;/&nbsp;유진투자&nbsp;김열매 <br /><br />●대우건설 <br />실적으로&nbsp;증명될&nbsp;밸류에이션&nbsp;매력 <br />세가지&nbsp;투자&nbsp;포인트&nbsp;유효 <br />여전히&nbsp;타&nbsp;건설사&nbsp;대비&nbsp;매력적인&nbsp;밸류에이션&nbsp;수준 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;7,000원&nbsp;/&nbsp;NH증권&nbsp;이민재 <br /><br />●디엔에프 <br />전구체의&nbsp;미래,&nbsp;재평가의&nbsp;시작 <br />국내&nbsp;전구체&nbsp;소재&nbsp;선구자 <br />새로운&nbsp;사이클에&nbsp;진입,&nbsp;점점&nbsp;늘어나는&nbsp;신규&nbsp;아이템 <br />NR&nbsp;/&nbsp;이베스트&nbsp;최영산 <br /><br />●LG <br />4분기&nbsp;Preview:&nbsp;꾸준한&nbsp;실적&nbsp;성장&nbsp;진행&nbsp;중 <br />계열분리&nbsp;이후&nbsp;성장&nbsp;가속화&nbsp;기대 <br />밸류에이션도&nbsp;부담&nbsp;없다 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;164,000원&nbsp;/&nbsp;NH증권&nbsp;김동양 <br /><br />●SK <br />4분기&nbsp;Preview:&nbsp;회복&nbsp;진행&nbsp;중 <br />2021년에도&nbsp;사업포트폴리오&nbsp;강화&nbsp;지속 <br />수소사업,&nbsp;바이오&nbsp;JV,&nbsp;REITs&nbsp;등&nbsp;2021년에도&nbsp;풍성한&nbsp;이벤트 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;40만원&nbsp;/&nbsp;NH증권&nbsp;김동양 <br /><br />●삼성물산 <br />4분기&nbsp;Preview:&nbsp;패션,&nbsp;상사&nbsp;영향으로&nbsp;시장&nbsp;컨센서스&nbsp;하회&nbsp;추정 <br />지배구조&nbsp;이슈에&nbsp;대한&nbsp;기대감 <br />실적&nbsp;모멘텀과&nbsp;지배구조&nbsp;이슈&nbsp;기대감&nbsp;유효 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;21만원&nbsp;/&nbsp;NH증권&nbsp;김동양 <br /><br />●앱코 <br />Corporate&nbsp;Day&nbsp;후기:&nbsp;변함없는&nbsp;방향성 <br />4분기&nbsp;영업이익&nbsp;64억원(+363%&nbsp;YoY)&nbsp;예상.&nbsp;컨센서스&nbsp;부합&nbsp;전망 <br />1)&nbsp;게이밍기어&nbsp;해외&nbsp;매출&nbsp;확장&nbsp;원년,&nbsp;2)&nbsp;뉴라이프&nbsp;가전&nbsp;매출&nbsp;고성장 <br />NR&nbsp;/&nbsp;신한금투&nbsp;윤창민 <br /><br />●동운아나텍 <br />기대가&nbsp;현실이&nbsp;된다 <br />2020년&nbsp;연간&nbsp;영업이익&nbsp;흑자전환&nbsp;전망 <br />2Q21부터&nbsp;10배&nbsp;폴디드&nbsp;줌&nbsp;OIS&nbsp;Driver&nbsp;IC&nbsp;신규&nbsp;매출&nbsp;반영&nbsp;시작 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;19,000원&nbsp;/&nbsp;한양증권&nbsp;송유종 <br /><br />●LG상사 <br />물류의&nbsp;호실적&nbsp;지속 <br />지난해&nbsp;3분기부터&nbsp;시작된&nbsp;영업실적&nbsp;호조는&nbsp;올해에도&nbsp;견조한&nbsp;추세를&nbsp;이어갈&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;32,000원&nbsp;/&nbsp;현대차증권&nbsp;박종렬 <br /><br />●현대공업 <br />현대차&nbsp;신차&nbsp;출시와&nbsp;프리미엄&nbsp;브랜드&nbsp;육성에&nbsp;따른&nbsp;수혜 <br />차량&nbsp;시트패드,&nbsp;암레스트&nbsp;등&nbsp;내장재&nbsp;생산&nbsp;전문업체 <br />최종&nbsp;고객사는&nbsp;현대기아차&nbsp;그룹이며,&nbsp;주력&nbsp;차종은&nbsp;제네시스,&nbsp;팰리세이드,&nbsp;산타페&nbsp;등 <br />NR&nbsp;/&nbsp;SK증권&nbsp;박찬솔 <br /><br />●DGB금융지주 <br />금리,&nbsp;증시&nbsp;수혜로&nbsp;업력&nbsp;향상&nbsp;두각 <br />4분기&nbsp;순이익은&nbsp;457억원으로&nbsp;컨센서스&nbsp;410억원을&nbsp;상회&nbsp;예상 <br />업계&nbsp;전반적인&nbsp;NIM&nbsp;하락세에도&nbsp;불구,&nbsp;동사의&nbsp;4분기&nbsp;NIM은&nbsp;전분기대비&nbsp;강보합이&nbsp;예상돼&nbsp;차별화된&nbsp;양상 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;9,300원&nbsp;/&nbsp;현대차증권&nbsp;김진상 <br /><br />●한국콜마 <br />기다려지는&nbsp;자회사&nbsp;가치&nbsp;부각 <br />1Q20F&nbsp;연결&nbsp;매출액&nbsp;3,391억원(yoy&nbsp;-12.9%),&nbsp;영업이익&nbsp;218억원(yoy&nbsp;-21.7%)&nbsp;전망 <br />2021년&nbsp;투자&nbsp;포인트는&nbsp;실적의&nbsp;회복보다,&nbsp;HK이노엔&nbsp;상장! <br />BUY&nbsp;/&nbsp;목표주가&nbsp;65,000원&nbsp;/&nbsp;케이프&nbsp;김혜미 <br /><br />●아모레G <br />화장품업종&nbsp;내&nbsp;가장&nbsp;강력한&nbsp;턴어라운드&nbsp;예상 <br />더딘&nbsp;오프라인&nbsp;채널&nbsp;회복에도,&nbsp;구조조정&nbsp;효과와&nbsp;신성장&nbsp;카테고리&nbsp;육성으로&nbsp;이익&nbsp;성장세&nbsp;전환&nbsp;예상 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;72,000원&nbsp;/&nbsp;케이프&nbsp;김혜미 <br /><br />●아모레퍼시픽 <br />실적보다&nbsp;기대감이&nbsp;이끄는&nbsp;주가&nbsp;상승 <br />4Q20F&nbsp;연결&nbsp;매출액&nbsp;1조1,280억원(yoy&nbsp;-15.4%),&nbsp;영업이익&nbsp;-151억원(적자전환)&nbsp;전망 <br />기저효과와&nbsp;체질개선으로&nbsp;5년만의&nbsp;턴어라운드&nbsp;예상되는&nbsp;2021년 <br />HOLD&nbsp;/&nbsp;목표주가&nbsp;18만원&nbsp;/&nbsp;케이프&nbsp;김혜미 </p> 【증권사의견】종목별 의견 DGB금융지주 GS건설 lg상사 개미날다 롯데칠성 아모레G 아모레퍼시픽 주식정보 한국콜마 현대공업 개미날다TV https://antflying.tistory.com/257 https://antflying.tistory.com/257#entry257comment Thu, 14 Jan 2021 22:36:22 +0900 https://antflying.tistory.com/256 <p data-ke-size="size18">&nbsp;증시&nbsp;마감&nbsp;시황&nbsp;(2021.01.14,목)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="KakaoTalk_20210114_191316679.jpg" data-origin-width="1242" data-origin-height="984" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/o4D96/btqTF4gFH7U/5vV8DnLNsaWKEWERMgIqmK/img.jpg" data-phocus="https://blog.kakaocdn.net/dn/o4D96/btqTF4gFH7U/5vV8DnLNsaWKEWERMgIqmK/img.jpg" data-alt="마감시황"><img src="https://blog.kakaocdn.net/dn/o4D96/btqTF4gFH7U/5vV8DnLNsaWKEWERMgIqmK/img.jpg" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2Fo4D96%2FbtqTF4gFH7U%2F5vV8DnLNsaWKEWERMgIqmK%2Fimg.jpg" data-filename="KakaoTalk_20210114_191316679.jpg" data-origin-width="1242" data-origin-height="984" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>마감시황</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[코스피] <br />1/14&nbsp;KOSPI&nbsp;3,149.93(+0.05%)&nbsp;개인&middot;외국인&nbsp;순매수(+),&nbsp;기관&nbsp;순매도(-) <br /><br />지난밤&nbsp;뉴욕증시가&nbsp;美&nbsp;국채금리&nbsp;급등세&nbsp;진정&nbsp;및&nbsp;물가지표&nbsp;안도,&nbsp;美&nbsp;정국&nbsp;혼란&nbsp;등으로&nbsp;혼조&nbsp;마감.&nbsp;유럽&nbsp;주요국&nbsp;증시도&nbsp;혼조&nbsp;마감.&nbsp;이날&nbsp;코스피지수는&nbsp;3,148.65(+0.36P,&nbsp;+0.01%)로&nbsp;강보합&nbsp;출발.&nbsp;&nbsp;3,149.93(+1.64P,&nbsp;+0.05%)에서&nbsp;거래를&nbsp;마감.&nbsp; <br /><br />옵션만기일을&nbsp;맞은&nbsp;가운데,&nbsp;코스피지수는&nbsp;현지시간으로&nbsp;14일&nbsp;美&nbsp;Fed&nbsp;파월&nbsp;의장의&nbsp;발언을&nbsp;앞두고&nbsp;관망세가&nbsp;짙은&nbsp;모습을&nbsp;보인&nbsp;끝에&nbsp;강보합&nbsp;마감.&nbsp; <br /><br />일본,&nbsp;홍콩이&nbsp;상승했고,&nbsp;대만,&nbsp;중국이&nbsp;하락하는&nbsp;등&nbsp;아시아&nbsp;주요국&nbsp;지수는&nbsp;등락이&nbsp;엇갈림.&nbsp; <br /><br />수급별로는&nbsp;개인과&nbsp;외국인이&nbsp;각각&nbsp;7,154억,&nbsp;6,700억&nbsp;순매수,&nbsp;기관은&nbsp;1조4,287억&nbsp;순매도.&nbsp;선물시장에서는&nbsp;외국인이&nbsp;8,068계약&nbsp;순매수,&nbsp;개인과&nbsp;기관은&nbsp;각각&nbsp;4,641계약,&nbsp;1,955계약&nbsp;순매도.&nbsp; <br /><br />원/달러&nbsp;환율은&nbsp;전거래일&nbsp;대비&nbsp;2.9원&nbsp;상승한&nbsp;1,098.0원을&nbsp;기록.&nbsp; <br /><br />코스피&nbsp;시총상위종목들은&nbsp;대부분&nbsp;하락.&nbsp;셀트리온(-7.60%),&nbsp;SK이노베이션(-6.76%),&nbsp;현대모비스(-3.68%)등이&nbsp;하락.&nbsp;반면,&nbsp;LG전자(+5.00%),&nbsp;삼성물산(+4.45%),&nbsp;SK(+3.20%)&nbsp;등은&nbsp;상승.&nbsp; <br /><br />업종별로는&nbsp;상승이&nbsp;우세.&nbsp;비금속광물(+2.31%),&nbsp;음식료(+1.95%),&nbsp;유통(+1.80%)&nbsp;등이&nbsp;상승.&nbsp;반면,&nbsp;의약품(-2.51%),&nbsp;종이/목재(-1.64%),&nbsp;운수장비(-1.46%)&nbsp;등은&nbsp;하락.&nbsp; <br /><br />마감&nbsp;지수&nbsp;:&nbsp;KOSPI&nbsp;3,149.93P(+1.64P/+0.05%)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[코스닥] <br />1/14&nbsp;KOSDAQ&nbsp;980.29(+0.12%)&nbsp;개인&middot;외국인&nbsp;순매수(+),&nbsp;기관&nbsp;순매도(-) <br /><br />지난밤&nbsp;뉴욕증시가&nbsp;美&nbsp;국채금리&nbsp;급등세&nbsp;진정&nbsp;및&nbsp;물가지표&nbsp;안도,&nbsp;美&nbsp;정국&nbsp;혼란&nbsp;등으로&nbsp;혼조&nbsp;마감한&nbsp;가운데,&nbsp;이날&nbsp;코스닥지수는&nbsp;979.10(-0.03P,&nbsp;-0.00%)로&nbsp;약보합&nbsp;출발.&nbsp;&nbsp;980.29(+1.16P,&nbsp;+0.12%)에서&nbsp;거래를&nbsp;마감.&nbsp; <br /><br />시가총액&nbsp;1,&nbsp;2위인&nbsp;셀트리온헬스케어(-8.19%),&nbsp;셀트리온제약(-9.84%)은&nbsp;전일&nbsp;셀트리온&nbsp;코로나19&nbsp;항체치료제&nbsp;임상&nbsp;2상&nbsp;결과&nbsp;발표에&nbsp;따른&nbsp;실망감&nbsp;등에&nbsp;급락.&nbsp; <br /><br />수급별로는&nbsp;개인과&nbsp;외국인이&nbsp;각각&nbsp;903억,&nbsp;509억&nbsp;순매수,&nbsp;기관은&nbsp;957억&nbsp;순매도. <br /><br />코스닥&nbsp;시총상위종목들은&nbsp;등락이&nbsp;엇갈림.&nbsp;휴젤(+9.10%),&nbsp;엘앤에프(+6.28%),&nbsp;에코프로비엠(+5.05%)등이&nbsp;상승.&nbsp;셀트리온제약(-9.84%),&nbsp;셀트리온헬스케어(-8.19%),&nbsp;CJ&nbsp;ENM(-3.15%)등은&nbsp;하락.&nbsp;케이엠더블유와&nbsp;원익IPS는&nbsp;보합.&nbsp; <br /><br />업종별로는&nbsp;대부분&nbsp;상승.&nbsp;종이/목재(+3.02%),&nbsp;일반전기전자(+2.17%),&nbsp;음식료/담배(+1.63%)등이&nbsp;상승.&nbsp;반면,&nbsp;유통(-5.56%),&nbsp;방송서비스(-1.99%),&nbsp;통신방송서비스(-1.65%)등은&nbsp;하락.&nbsp; <br /><br />마감&nbsp;지수&nbsp;:&nbsp;KOSDAQ&nbsp;980.29P(+1.16P/+0.12%)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>●&nbsp;국내증시,&nbsp;1/14&nbsp;코스피&middot;코스닥&nbsp;개인&middot;외국인&nbsp;순매수에&nbsp;이틀째&nbsp;상승&hellip;&nbsp;코스피&nbsp;+1.64(+0.05%)&nbsp;3,149.93,&nbsp;코스닥&nbsp;+1.16(+0.12%)&nbsp;980.29 <br />●&nbsp;원/달러&nbsp;환율,&nbsp;글로벌&nbsp;달러화&nbsp;강세&nbsp;등에&nbsp;상승...&nbsp;2.9원(+0.26%)&nbsp;1,098.0원 <br />●&nbsp;아시아&nbsp;증시,&nbsp;중국(-0.91%),&nbsp;일본(+0.85%),&nbsp;홍콩(+0.93%),&nbsp;대만(-0.40%) <br />●&nbsp;당정&nbsp;"한국형&nbsp;뉴딜&nbsp;31개&nbsp;법안&nbsp;이달중&nbsp;발의&middot;내달&nbsp;처리" <br />●&nbsp;바이든,&nbsp;14일&nbsp;코로나&nbsp;추가&nbsp;경기부양안&nbsp;발표&hellip;규모&nbsp;'주목' <br />●&nbsp;美&nbsp;하원&nbsp;'트럼프&nbsp;탄핵'&nbsp;통과,&nbsp;공화&nbsp;10명도&nbsp;찬성&middot;&middot;&middot;'철벽'&nbsp;상원&nbsp;관문도&nbsp;넘을까 <br />●&nbsp;바이든의&nbsp;아시아총괄&nbsp;"투트랙&nbsp;反中전선&nbsp;구축&hellip;韓&nbsp;포함" <br />●&nbsp;중국&nbsp;12월&nbsp;흑자&nbsp;86조&nbsp;'역대&nbsp;최대'&hellip;전자기기&middot;의료용품&nbsp;수출&nbsp;호조 <br />●&nbsp;당국,&nbsp;셀트리온&nbsp;항체치료제&nbsp;3상&nbsp;허가전&nbsp;고령-고위험&nbsp;환자에&nbsp;투약 <br /><br />[기업/산업] <br />●&nbsp;코로나19에도&nbsp;지난해&nbsp;국내&nbsp;자동차&nbsp;판매&nbsp;역대&nbsp;최다 <br />●&nbsp;롤러코스터&nbsp;탄&nbsp;비트코인&hellip;투자주의&nbsp;경고등&nbsp;다시&nbsp;'깜빡깜빡' <br />●&nbsp;삼성,&nbsp;하만&nbsp;인수&nbsp;후&nbsp;대규모&nbsp;M&amp;A&nbsp;끊겨&middot;&middot;&middot;"자칫&nbsp;반도체&nbsp;초격차도&nbsp;흔들" <br />●&nbsp;SK하이닉스,&nbsp;10억&nbsp;달러&nbsp;규모&nbsp;그린본드&nbsp;발행..."ESG&nbsp;경영&nbsp;강화&nbsp;차원" <br />●&nbsp;SK이노,&nbsp;LG에너지&nbsp;상대&nbsp;美&nbsp;특허무효심판&nbsp;모두&nbsp;'기각' <br />●&nbsp;식약처,&nbsp;셀트리온&nbsp;코로나&nbsp;치료제&nbsp;임상&nbsp;결과&nbsp;17일&nbsp;검증한다 <br />●&nbsp;대웅제약,&nbsp;첨단바이오의약품&nbsp;제조허가&nbsp;취득&hellip;CDMO&nbsp;사업&nbsp;돌입 <br /><br />[경제/증시/부동산] <br />●&nbsp;금융당국,&nbsp;분기보고서&nbsp;핵심&nbsp;정보&nbsp;중심으로&nbsp;개편&hellip;&nbsp;공시항목&nbsp;40%&darr; <br />●&nbsp;지난해&nbsp;예탁원&nbsp;통한&nbsp;채권&middot;CD&nbsp;등록발행&nbsp;454조&hellip;16%&uarr; <br />●&nbsp;지난해&nbsp;국내&nbsp;펀드수탁고&nbsp;717조&nbsp;원&hellip;&nbsp;사상&nbsp;최대치&nbsp;기록 <br />●&nbsp;정부,&nbsp;문화&middot;관광&middot;체육&nbsp;분야&nbsp;3천억&nbsp;규모&nbsp;펀드&nbsp;조성 <br />●&nbsp;지난해&nbsp;벤처펀드&nbsp;결성액&nbsp;6.6조&hellip;사상&nbsp;최대 <br />●&nbsp;시중銀&nbsp;대출규제&nbsp;풍선효과&hellip;고신용자,&nbsp;중금리대출&nbsp;몰린다 <br /><br />[정치/사회/국내&nbsp;기타] <br />●&nbsp;박근혜&nbsp;전&nbsp;대통령,&nbsp;징역&nbsp;20년에&nbsp;벌금&nbsp;180억원&nbsp;확정 <br />●&nbsp;한국&nbsp;구매한&nbsp;'얀센&nbsp;백신'&hellip;"1번만&nbsp;맞아도&nbsp;항체&nbsp;생성됐다" <br />●&nbsp;월성1호기&nbsp;이어&nbsp;'탈원전'&nbsp;정책&nbsp;수립&nbsp;과정도&nbsp;감사&nbsp;착수 <br />●&nbsp;친환경차&nbsp;분류&nbsp;기준&nbsp;생겼다&hellip;초소형&nbsp;전기차&nbsp;신설&nbsp;및&nbsp;주행거리ㆍ최고속도&nbsp;상향 <br />●&nbsp;전면&nbsp;시행&nbsp;4년&nbsp;앞둔&nbsp;고교학점제&hellip;유급&middot;졸업유예&nbsp;도입되나 <br /><br />[국제/해외] <br />●&nbsp;"월가&nbsp;아닌&nbsp;근로자&nbsp;위한&nbsp;금융위"&hellip;美&nbsp;민주당,&nbsp;공공은행&nbsp;설립&nbsp;추진 <br />●&nbsp;미&nbsp;당국&nbsp;'터치스크린&nbsp;오작동'&nbsp;테슬라&nbsp;약&nbsp;16만대&nbsp;리콜&nbsp;요구 <br />●&nbsp;'애플카'도&nbsp;新기술도&nbsp;없었다..김빠진&nbsp;중대발표 <br />●&nbsp;퀄컴,&nbsp;애플&nbsp;출신이&nbsp;만든&nbsp;CPU&nbsp;설계&nbsp;스타트업&nbsp;누비아&nbsp;인수...1.5조원 <br />●&nbsp;BMW,&nbsp;아이폰&nbsp;기반&nbsp;'디지털&nbsp;키&nbsp;플러스'&nbsp;발표...애플과&nbsp;관계&nbsp;강화 <br />●&nbsp;ELS&nbsp;반도체&nbsp;열풍&nbsp;타고&nbsp;뜨는&nbsp;'AMD'</p> 【국내주식】국내장 마감 시황 현황 개미날다 마감브리핑 마감시황 시황브리핑 주식교육 주식매매 주식정보 증시마감 증시분석 개미날다TV https://antflying.tistory.com/256 https://antflying.tistory.com/256#entry256comment Thu, 14 Jan 2021 22:34:40 +0900 https://antflying.tistory.com/255 <p data-ke-size="size18">상승률&nbsp;TOP&nbsp;30&nbsp;(2021.01.14,목)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210114_222731.png" data-origin-width="1042" data-origin-height="703" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/k0SPS/btqTENlVRbK/Kr3rOqK21LJr4bYe9kSOf1/img.png" data-phocus="https://blog.kakaocdn.net/dn/k0SPS/btqTENlVRbK/Kr3rOqK21LJr4bYe9kSOf1/img.png" data-alt="테마주,급등주,관심주,특징주"><img src="https://blog.kakaocdn.net/dn/k0SPS/btqTENlVRbK/Kr3rOqK21LJr4bYe9kSOf1/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2Fk0SPS%2FbtqTENlVRbK%2FKr3rOqK21LJr4bYe9kSOf1%2Fimg.png" data-filename="20210114_222731.png" data-origin-width="1042" data-origin-height="703" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>테마주,급등주,관심주,특징주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>2021년&nbsp;1월&nbsp;14일&nbsp;상승률&nbsp;TOP30 <br /><br />​ <br /><br />1.&nbsp;지니뮤직(29.99%)&nbsp;:&nbsp;KT,테슬라와&nbsp;커넥티드카&nbsp;지니뮤직&nbsp;스트리밍&nbsp;서비스&nbsp;적용&nbsp;계약&nbsp;체결&nbsp;추진&nbsp;소식에&nbsp;상한가 <br /><br />​ <br /><br />2.&nbsp;한국파마(29.89%)&nbsp;:&nbsp;코로나19&nbsp;치료제,&nbsp;제넨셀&nbsp;인도&nbsp;임상2상&nbsp;완료&nbsp;속&nbsp;95%&nbsp;효과&nbsp;확인&nbsp;사실&nbsp;재부각&nbsp;등에&nbsp;이틀째&nbsp;상한가 <br /><br />​ <br /><br />3.&nbsp;오스테오닉(29.88%)&nbsp;:&nbsp;의료기기&nbsp;시장&nbsp;외에&nbsp;노화&nbsp;및&nbsp;주름개선에&nbsp;사용되는&nbsp;생분해성&nbsp;소재&nbsp;기반의&nbsp;미용&nbsp;의료기기로도&nbsp;사업&nbsp;확장에&nbsp;따른&nbsp;기대감에&nbsp;상한가&nbsp;추정 <br /><br />​ <br /><br />4.&nbsp;이엘피(29.86%)&nbsp;:&nbsp;롤러블&nbsp;디스플레이&nbsp;핵심&nbsp;장비&nbsp;개발&nbsp;완료&nbsp;소식에&nbsp;상한가 <br /><br />​ <br /><br />5.&nbsp;성안(29.84%)&nbsp;:&nbsp;이재명&nbsp;경기도지사,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;1위&nbsp;모멘텀&nbsp;지속에&nbsp;정치/인맥(이재명)&nbsp;관련주로&nbsp;시장에서&nbsp;부각되며&nbsp;상한가 <br /><br />​ <br /><br />6.&nbsp;한농화성(29.65%)&nbsp;:&nbsp;KBSI,&nbsp;자유변형&nbsp;가능한&nbsp;전고체&nbsp;이차전지&nbsp;개발&nbsp;소식&nbsp;속&nbsp;전고체&nbsp;배터리&nbsp;핵심소재&nbsp;전해질&nbsp;개발진행&nbsp;사실&nbsp;부각에&nbsp;상한가 <br /><br />​ <br /><br />7.&nbsp;흥국(29.51%)&nbsp;:&nbsp;이재명&nbsp;경기도지사,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;1위&nbsp;모멘텀&nbsp;지속에&nbsp;정치/인맥(이재명)&nbsp;관련주로&nbsp;시장에서&nbsp;부각되며&nbsp;상한가 <br /><br />​ <br /><br />8.&nbsp;국전약품(26.59%)&nbsp;:&nbsp;국전약품-아이엠디팜,&nbsp;나파모스타트&nbsp;기반&nbsp;코로나&nbsp;치료제&nbsp;공동&nbsp;개발&nbsp;소식에&nbsp;급등 <br /><br />​ <br /><br />9.&nbsp;엔에프씨(25.35%)&nbsp;:&nbsp;신규&nbsp;상장주&nbsp;순환매&nbsp;속&nbsp;급등 <br /><br />​ <br /><br />10.&nbsp;티에스아이(22.18%)&nbsp;:&nbsp;KBSI,&nbsp;자유변형&nbsp;가능한&nbsp;전고체&nbsp;이차전지&nbsp;개발&nbsp;소식&nbsp;속&nbsp;전고체&nbsp;배터리&nbsp;생산&nbsp;설비&nbsp;'연속식&nbsp;믹서'&nbsp;상용화&nbsp;사실&nbsp;부각에&nbsp;급등 <br /><br />​ <br /><br />11.&nbsp;가온미디어(21.61%)&nbsp;:&nbsp;KT,테슬라와&nbsp;커넥티드카&nbsp;지니뮤직&nbsp;스트리밍&nbsp;서비스&nbsp;적용&nbsp;계약&nbsp;체결&nbsp;추진&nbsp;소식&nbsp;속&nbsp;AI&nbsp;셋톱박스&nbsp;공급&nbsp;사실&nbsp;부각에&nbsp;급등 <br /><br />​ <br /><br />12.&nbsp;팅크웨어(19.44%)&nbsp;:&nbsp;정부,&nbsp;자율주행&nbsp;분야에&nbsp;2027년까지&nbsp;약&nbsp;1조1,000억원&nbsp;투입&nbsp;예정&nbsp;속&nbsp;일부&nbsp;자율주행차&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />​ <br /><br />13.&nbsp;토탈소프트(17.56%)&nbsp;:&nbsp;이재명&nbsp;경기도지사,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;1위&nbsp;모멘텀&nbsp;지속에&nbsp;일부&nbsp;정치/인맥(이재명)&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />​ <br /><br />14.&nbsp;PN풍년(17.41%)&nbsp;:&nbsp;김동연&nbsp;서울&nbsp;시장&nbsp;출마&nbsp;기대감에&nbsp;급등 <br /><br />​ <br /><br />15.&nbsp;티피씨글로벌(17.21%)&nbsp;:&nbsp;이재명&nbsp;경기도지사,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;1위&nbsp;모멘텀&nbsp;지속에&nbsp;정치/인맥(이재명)&nbsp;관련주로&nbsp;시장에서&nbsp;부각되며&nbsp;급등 <br /><br />​ <br /><br />16.&nbsp;미래에셋벤처투자(16.42%)&nbsp;:&nbsp;항체치료제&nbsp;리제네론&nbsp;부각속,&nbsp;리제네론과&nbsp;협력하는&nbsp;비리어드에&nbsp;투자&nbsp;부각에&nbsp;급등&nbsp;추정 <br /><br />​ <br /><br />17.&nbsp;나인테크(16.22%)&nbsp;:&nbsp;2차전지&nbsp;테마&nbsp;상승&nbsp;속&nbsp;LG에너지솔루션向&nbsp;라미네이션&nbsp;앤&nbsp;스태킹&nbsp;장비&nbsp;공급사실&nbsp;지속&nbsp;부각에&nbsp;급등 <br /><br />​ <br /><br />18.&nbsp;박셀바이오(14.9%)&nbsp;:&nbsp;항암&nbsp;면역세포치료제&nbsp;기대감에&nbsp;급등&nbsp;추정 <br /><br />​ <br /><br />19.&nbsp;엔케이(14.88%)&nbsp;:&nbsp;현대차그룹,&nbsp;신규&nbsp;디젤엔진&nbsp;개발&nbsp;중단&nbsp;및&nbsp;수소전기차&nbsp;라인업&nbsp;확대&nbsp;기대감&nbsp;지속&nbsp;등에&nbsp;일부&nbsp;수소차&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />​ <br /><br />20.&nbsp;인바이오(14.6%)&nbsp;:&nbsp;국제곡물가&nbsp;급등세&nbsp;지속&nbsp;등에&nbsp;농업&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />​ <br /><br />21.&nbsp;프리엠스(14.11%)&nbsp;:&nbsp;이재명&nbsp;경기도지사,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;1위&nbsp;모멘텀&nbsp;지속에&nbsp;일부&nbsp;정치/인맥(이재명)&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />​ <br /><br />22.&nbsp;농우바이오(14.08%)&nbsp;:&nbsp;국제&nbsp;곡물가&nbsp;급등세&nbsp;지속&nbsp;등에&nbsp;농업&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />​ <br /><br />23.&nbsp;덕산테코피아(13.81%)&nbsp;:&nbsp;지난해&nbsp;4분기&nbsp;및&nbsp;올해&nbsp;실적&nbsp;호조&nbsp;기대감&nbsp;등에&nbsp;급등 <br /><br />​ <br /><br />24.&nbsp;하이텍팜(13.58%)&nbsp;:&nbsp;카바페넴&nbsp;계열&nbsp;항상재&nbsp;공장&nbsp;미&nbsp;FDA&nbsp;실사&nbsp;모멘텀&nbsp;지속에&nbsp;급등&nbsp;추정 <br /><br />​ <br /><br />25.&nbsp;씨아이에스(13.01%)&nbsp;:&nbsp;KBSI,&nbsp;자유변형&nbsp;가능한&nbsp;전고체&nbsp;이차전지&nbsp;개발&nbsp;소식&nbsp;속&nbsp;한국전자기술연구원과&nbsp;전고체전지&nbsp;상용화&nbsp;기술이전&nbsp;계약&nbsp;체결&nbsp;사실&nbsp;부각에&nbsp;급등 <br /><br />​ <br /><br />26.&nbsp;종근당(12.84%)&nbsp;:&nbsp;나파벨탄&nbsp;코로나19&nbsp;치료&nbsp;효과&nbsp;확인&nbsp;속&nbsp;1월&nbsp;조건부&nbsp;허가&nbsp;신청&nbsp;소식에&nbsp;급등 <br /><br />​ <br /><br />27.&nbsp;미래컴퍼니(12.81%)&nbsp;:&nbsp;KBSI,&nbsp;자유변형&nbsp;가능한&nbsp;전고체&nbsp;이차전지&nbsp;개발&nbsp;소식&nbsp;속&nbsp;산업부의&nbsp;전고체&nbsp;배터리셀&nbsp;제조장비&nbsp;개발&nbsp;과제&nbsp;선정사실&nbsp;부각에&nbsp;급등 <br /><br />​ <br /><br />28.&nbsp;두산(12.55%)&nbsp;:&nbsp;지주사&nbsp;테마&nbsp;상승&nbsp;및&nbsp;대법원&nbsp;두산인프라코어&nbsp;中&nbsp;법인&nbsp;소송&nbsp;파기환송에&nbsp;두산그룹주&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />​ <br /><br />29.&nbsp;비비안(12.09%)&nbsp;:&nbsp;이재명&nbsp;경기도지사,&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;1위&nbsp;소식에&nbsp;정치/인맥(이재명)&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />​ <br /><br />30.&nbsp;제주항공(11.98%)&nbsp;:&nbsp;국내코로나19&nbsp;확산세&nbsp;진정&nbsp;및&nbsp;백신&nbsp;접종&nbsp;현실화&nbsp;기대감&nbsp;등에&nbsp;항공/저가&nbsp;항공사(LCC)&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />​ <br /><br />[이재명&nbsp;관련주] <br /><br />흥국,&nbsp;토탈소프트,&nbsp;티피씨글로벌,&nbsp;프리엠스,&nbsp;비비안</p> 【상승률TOP】일일상승률TOP 나인테크 두산 미래컴퍼니 박셀바이오 비비안 제주항공 토탈소프트 티피씨글로벌 프리엠스 흥국 개미날다TV https://antflying.tistory.com/255 https://antflying.tistory.com/255#entry255comment Thu, 14 Jan 2021 22:32:40 +0900 https://antflying.tistory.com/254 <p data-ke-size="size18">장중&nbsp;특징주&nbsp;(2021.01.14,목)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210114_222749.png" data-origin-width="840" data-origin-height="677" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/db5aAF/btqTtqzE59o/tcJr5t7FhqKpWCzIK8h3S1/img.png" data-phocus="https://blog.kakaocdn.net/dn/db5aAF/btqTtqzE59o/tcJr5t7FhqKpWCzIK8h3S1/img.png" data-alt="특징주"><img src="https://blog.kakaocdn.net/dn/db5aAF/btqTtqzE59o/tcJr5t7FhqKpWCzIK8h3S1/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2Fdb5aAF%2FbtqTtqzE59o%2FtcJr5t7FhqKpWCzIK8h3S1%2Fimg.png" data-filename="20210114_222749.png" data-origin-width="840" data-origin-height="677" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>특징주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[2021년&nbsp;1월14일&nbsp;장중특징주] <br /><br />■&nbsp;셀트리온,&nbsp;셀트리온제약,&nbsp;셀트리온헬스케어 <br />셀트리온&nbsp;삼형제&nbsp;코로나&nbsp;치료제&nbsp;2상&nbsp;발표&nbsp;실망매물에&nbsp;하락 <br /><br />■&nbsp;에코프로비엠 <br />전기차&nbsp;배터리&nbsp;성장&nbsp;기대에&nbsp;강세 <br /><br />■&nbsp;하나투어,&nbsp;모두투어,&nbsp;참좋은여행,&nbsp;레드캡투어,&nbsp;롯데관광개발 <br />코로나19&nbsp;진정세&hellip;여행株&nbsp;상승 <br /><br />■&nbsp;한국파마 <br />코로나19&nbsp;치료제&nbsp;효과&nbsp;입증에&nbsp;상승 <br /><br />■&nbsp;종근당,&nbsp;종근당바이오 <br />'나파벨탄',&nbsp;코로나19&nbsp;치료&nbsp;효과&nbsp;확인에&nbsp;상승 <br /><br />■&nbsp;디아이씨 <br />현대차&nbsp;수소&middot;전기차&nbsp;부품&nbsp;전량&nbsp;수주&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;삼성물산 <br />실적&nbsp;모멘텀과&nbsp;지배구조&nbsp;이슈에&nbsp;대한&nbsp;기대감에&nbsp;상승 <br /><br />■&nbsp;나인테크 <br />'LG&nbsp;전기차'&nbsp;사업&nbsp;육성에&nbsp;강세 <br /><br />■&nbsp;알파홀딩스 <br />과기부&nbsp;AI&nbsp;반도체&nbsp;투자&nbsp;확대&nbsp;수혜&nbsp;예상에&nbsp;상승 <br /><br />■&nbsp;이화공영,&nbsp;코아스,&nbsp;일신석재 <br />여의도&nbsp;34.7배&nbsp;군사시설&nbsp;보호구역&nbsp;해제에&nbsp;상승 <br /><br />■&nbsp;토탈소프트,&nbsp;정다운,&nbsp;티피씨글로벌,&nbsp;비비안,&nbsp;동신건설 <br />이재명,&nbsp;차기&nbsp;대통령선거&nbsp;지지율&nbsp;1위&nbsp;소식에&nbsp;관련&nbsp;테마주&nbsp;상승 <br /><br />■&nbsp;한국비엔씨 <br />유셀파마와&nbsp;대마줄기성분&nbsp;활용&nbsp;신약&nbsp;공동개발&nbsp;및&nbsp;상용화&nbsp;계약체결에&nbsp;상승&nbsp; <br /><br />■&nbsp;바이넥스 <br />셀트리온&nbsp;코로나19치료제&nbsp;위탁생산&nbsp;기대감에&nbsp;상승 <br /><br />■&nbsp;삼성전기 <br />견조한&nbsp;펀더멘털&nbsp;전망에&nbsp;이틀&nbsp;연속&nbsp;강세 <br /><br />■&nbsp;테이팩스 <br />LG화학&middot;ETRI&nbsp;공동&nbsp;중대형&nbsp;전고체&nbsp;배터리&nbsp;프로젝트&nbsp;참여에&nbsp;상승 <br /><br />■&nbsp;인바이오,&nbsp;농우바이오,&nbsp;조비,&nbsp;경농 <br />세계&nbsp;곡물&nbsp;가격&nbsp;강세&nbsp;흐름&nbsp;당분간&nbsp;지속&nbsp;전망에&nbsp;상승 <br /><br />■&nbsp;미래생명자원 <br />쿠팡&nbsp;나스닥&nbsp;상장&nbsp;수혜&nbsp;및&nbsp;곡물&nbsp;가격&nbsp;강세&nbsp;전망에&nbsp;상승 <br /><br />■&nbsp;칩스앤미디어 <br />삼성&nbsp;차량용&nbsp;반도체&nbsp;사업&nbsp;강화..자율주행차&nbsp;핵심&nbsp;GPU&nbsp;개발&nbsp;생산&nbsp;부각에&nbsp;상승 <br /><br />■&nbsp;지니뮤직,&nbsp;소리바다,&nbsp;가온미디어 <br />KT,&nbsp;GV70&nbsp;이어&nbsp;테슬라에&nbsp;지니뮤직&nbsp;탑재&hellip;커넥티트&nbsp;카&nbsp;본격화&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;에스트래픽 <br />정부&nbsp;전기차&nbsp;충전소&nbsp;설치허용&nbsp;개정안&nbsp;발표에&nbsp;상승 <br /><br />■&nbsp;엔에프씨 <br />'천연성분&nbsp;독자기술&nbsp;보유'&nbsp;실적대비&nbsp;낮은&nbsp;주가...&nbsp;증권가&nbsp;분석에&nbsp;상승</p> 【특징주】 일일 특징주 가온미디어 농우바이오 미래생명자원 삼성전기 소리바다 엔에프씨 인바이오 조비 지니뮤직 테이팩스 개미날다TV https://antflying.tistory.com/254 https://antflying.tistory.com/254#entry254comment Thu, 14 Jan 2021 22:31:18 +0900 https://antflying.tistory.com/253 <p data-ke-size="size18">오늘의&nbsp;상승주&nbsp;TOP&nbsp;30&nbsp;(2021.01.13,수)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210113_205352.png" data-origin-width="675" data-origin-height="515" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/cRHzwu/btqTvQXUE0d/aiIIcBCeOMtYpxPdq3KLHk/img.png" data-phocus="https://blog.kakaocdn.net/dn/cRHzwu/btqTvQXUE0d/aiIIcBCeOMtYpxPdq3KLHk/img.png" data-alt="상승주,테마주,급등주"><img src="https://blog.kakaocdn.net/dn/cRHzwu/btqTvQXUE0d/aiIIcBCeOMtYpxPdq3KLHk/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FcRHzwu%2FbtqTvQXUE0d%2FaiIIcBCeOMtYpxPdq3KLHk%2Fimg.png" data-filename="20210113_205352.png" data-origin-width="675" data-origin-height="515" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>상승주,테마주,급등주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>2021년&nbsp;1월&nbsp;13일&nbsp;상승률&nbsp;TOP30&nbsp;(관리종목,&nbsp;우선주&nbsp;제외) <br /><br />1.&nbsp;카페24&nbsp;(30.00%)&nbsp;:&nbsp;전자상거래관련주,&nbsp;시총7600억대,&nbsp;쇼핑솔루션사업,&nbsp;100%&nbsp;무상증자&nbsp;결정&nbsp;소식&nbsp;부각 <br /><br />2.&nbsp;쇼박스&nbsp;(29.97%)&nbsp;:&nbsp;미디어주,&nbsp;시총2800억대,&nbsp;영화&amp;드라마사업,&nbsp;쿠팡OTT에&nbsp;&ldquo;도둑들&rdquo;,&nbsp;&ldquo;내부자들&rdquo;,&nbsp;&ldquo;관상&rdquo;&nbsp;등&nbsp;콘텐츠&nbsp;공급&nbsp;전망&nbsp;⇨&nbsp;쿠팡관련주&nbsp;순환매 <br /><br />3.&nbsp;비비안&nbsp;(29.96%)&nbsp;:&nbsp;섬유주,&nbsp;시총1300억대,&nbsp;내의사업,&nbsp;혜경궁&nbsp;김씨&nbsp;무죄&nbsp;이끌어낸&nbsp;이태형&nbsp;변호사&nbsp;비비안&nbsp;사회이사&nbsp;선임&nbsp;⇨&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;여론조사&nbsp;여권&nbsp;1위&nbsp;기록&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매 <br /><br />4.&nbsp;덕양산업&nbsp;(29.95%)&nbsp;:&nbsp;자동차부품주,&nbsp;시총800억대,&nbsp;부품사업,&nbsp;현대차그룹&nbsp;디젤엔진&nbsp;신규&nbsp;개발&nbsp;중단&nbsp;⇨&nbsp;수소전기차&nbsp;전환&nbsp;소식&nbsp;⇨&nbsp;전기차용&nbsp;배터리&nbsp;경량화&nbsp;사업&nbsp;추진&nbsp;등&nbsp;부각 <br /><br />5.&nbsp;필룩스&nbsp;(29.95%)&nbsp;:&nbsp;전자부품주,&nbsp;시총4400억대,&nbsp;전자부품&amp;바이오사업,&nbsp;필룩스에서&nbsp;자금조달&amp;제휴한&nbsp;제넨셀의&nbsp;코로나19&nbsp;치료제&nbsp;효과&nbsp;확인&amp;기술이전&nbsp;추진&nbsp;소식에&nbsp;동반&nbsp;부각 <br /><br />6.&nbsp;SG&amp;G&nbsp;(29.91%)&nbsp;:&nbsp;자동차부품주,&nbsp;시총1000억대,&nbsp;시트사업,&nbsp;임원&nbsp;2019년&nbsp;경기도지사&nbsp;대책위&nbsp;발기인&nbsp;이력&nbsp;⇨&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;여론조사&nbsp;여권&nbsp;1위&nbsp;기록&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매 <br /><br />7.&nbsp;디아이씨&nbsp;(29.91%)&nbsp;:&nbsp;자동차부품주,&nbsp;시총1800억대,&nbsp;부품사업,&nbsp;테슬라&nbsp;감속기&nbsp;공급&nbsp;⇨&nbsp;전기화물차&nbsp;칼마토&nbsp;관련&nbsp;쿠팡&nbsp;⇨&nbsp;현대차&nbsp;전기차용&nbsp;감속기&nbsp;수주&nbsp;부각 <br /><br />8.&nbsp;뉴로스&nbsp;(29.90%)&nbsp;:&nbsp;자동차부품주,&nbsp;시총1400억대,&nbsp;부품사업,&nbsp;중국&nbsp;국유기업&nbsp;등&nbsp;대상&nbsp;177억원&nbsp;규모&nbsp;유상증자&nbsp;결정&nbsp;소식&nbsp;부각 <br /><br />9.&nbsp;인터파크&nbsp;(29.89%)&nbsp;:&nbsp;전자상거래주,&nbsp;시총2400억대,&nbsp;전자상거래&amp;의약품도매사업,&nbsp;쿠팡&nbsp;부각&nbsp;환경&nbsp;속&nbsp;⇨&nbsp;동종&nbsp;업종&nbsp;내&nbsp;상대적&nbsp;저평가&nbsp;부각&nbsp;추정 <br /><br />10.&nbsp;한국파마&nbsp;(29.88%)&nbsp;:&nbsp;제약바이오주,&nbsp;시총3400억대,&nbsp;의약품사업,&nbsp;한국파마&nbsp;+&nbsp;제넨셀의&nbsp;코로나19&nbsp;치료제&nbsp;임상2상에서&nbsp;치료&nbsp;효과&nbsp;확인&amp;인도&nbsp;기업에&nbsp;기술이전&amp;생산&nbsp;추진&nbsp;소식&nbsp;부각&nbsp;&nbsp; <br /><br />11.&nbsp;동방&nbsp;(29.76%)&nbsp;:&nbsp;물류주,&nbsp;시총2000억대,&nbsp;물류사업,&nbsp;쿠팡&nbsp;나스닥&nbsp;예비심사&nbsp;통과에&nbsp;상장&nbsp;기대감&nbsp;부각&nbsp;⇨&nbsp;쿠팡향&nbsp;물류사업&nbsp;⇨&nbsp;쿠팡관련주&nbsp;순환매 <br /><br />12.&nbsp;토탈소프트&nbsp;(29.75%)&nbsp;:&nbsp;SW관련주,&nbsp;시총1700억대,&nbsp;항만물류SW사업,&nbsp;임원&nbsp;중앙대&nbsp;동문설&nbsp;⇨&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;여론조사&nbsp;여권&nbsp;1위&nbsp;기록&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매 <br /><br />13.&nbsp;티엘아이&nbsp;(29.61%)&nbsp;:&nbsp;디스플레이관련주,&nbsp;시총1100억대,&nbsp;패널부품사업,&nbsp;임원&nbsp;성남창조경영CEO포럼&nbsp;인연설&nbsp;⇨&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;여론조사&nbsp;여권&nbsp;1위&nbsp;기록&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매 <br /><br />14.&nbsp;한국종합기술&nbsp;(22.61%)&nbsp;:&nbsp;건설관련주,&nbsp;시총700억대,&nbsp;엔지니어링사업,&nbsp;임원&nbsp;이재명지키기범국민대책위원회&nbsp;위원&nbsp;⇨&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;여론조사&nbsp;여권&nbsp;1위&nbsp;기록&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매 <br /><br />15.&nbsp;모베이스전자&nbsp;(22.02%)&nbsp;:&nbsp;자동차부품주,&nbsp;시총1800억대,&nbsp;키&amp;스위치부품사업,&nbsp;구)서연전자&nbsp;⇨&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;여론조사&nbsp;야권&nbsp;1위&nbsp;기록&nbsp;⇨&nbsp;윤석열관련주&nbsp;순환매 <br /><br />16.&nbsp;수산아이앤티&nbsp;(20.19%)&nbsp;:&nbsp;SW관련주,&nbsp;시총2900억대,&nbsp;보안SW사업,&nbsp;임원&nbsp;2018년&nbsp;경기도지사&nbsp;선거&nbsp;캠프&nbsp;후원회&nbsp;공동회장&nbsp;이력&nbsp;⇨&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;여론조사&nbsp;여권&nbsp;1위&nbsp;기록&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매 <br /><br />17.&nbsp;SG충방&nbsp;(19.87%)&nbsp;:&nbsp;자동차부품주,&nbsp;시총1200억대,&nbsp;부품사업,&nbsp;SG&amp;G&nbsp;급등에&nbsp;SG그룹주&nbsp;동반&nbsp;부각 <br /><br />18.&nbsp;대성미생물&nbsp;(19.56%)&nbsp;:&nbsp;제약바이오주,&nbsp;시총800억대,&nbsp;동물의약품사업,&nbsp;임원&nbsp;중앙대&nbsp;동문설&nbsp;⇨&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;여론조사&nbsp;여권&nbsp;1위&nbsp;기록&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매&nbsp; <br /><br />19.&nbsp;삼기&nbsp;(18.37%)&nbsp;:&nbsp;자동차부품주,&nbsp;시총2200억대,&nbsp;부품사업,&nbsp;LG전자향&nbsp;전기차용&nbsp;모터하우징&nbsp;부품&nbsp;공급,&nbsp;자회사&nbsp;삼기이브이&nbsp;전기차용&nbsp;배터리&nbsp;모듈부품사업&nbsp;성장&nbsp;부각 <br /><br />20.&nbsp;시노펙스&nbsp;(18.12%)&nbsp;:&nbsp;전자부품주,&nbsp;시총3400억대,&nbsp;FPCB&amp;필터사업,&nbsp;혈액투석기관련&nbsp;글로벌&nbsp;기업&nbsp;독일&nbsp;알파플랜과&nbsp;혈액투석용&nbsp;필터모듈&nbsp;생산라인&nbsp;및&nbsp;기술도입&nbsp;계약&nbsp;체결,&nbsp;혈액투석기&nbsp;신사업&nbsp;추진&nbsp;부각 <br /><br />21.&nbsp;흥국&nbsp;(16.72%)&nbsp;:&nbsp;건설기계주,&nbsp;시총900억대,&nbsp;건설장비사업,&nbsp;임원&nbsp;안동&nbsp;출신&nbsp;⇨&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;여론조사&nbsp;여권&nbsp;1위&nbsp;기록&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매&nbsp; <br /><br />22.&nbsp;F&amp;F&nbsp;(16.36%)&nbsp;:&nbsp;섬유주,&nbsp;시총1조5천억대,&nbsp;의류사업,&nbsp;인적분할&nbsp;추진&nbsp;중,&nbsp;실적&nbsp;하회&nbsp;선반영&amp;하락&nbsp;추세&nbsp;⇨&nbsp;실적&nbsp;회복&nbsp;기대감&nbsp;선반영&nbsp;추정 <br /><br />23.&nbsp;에이티세미콘&nbsp;(15.65%)&nbsp;:&nbsp;반도체주,&nbsp;시총1200억대,&nbsp;테스트&amp;패키징사업,&nbsp;임원&nbsp;과거&nbsp;이재명&nbsp;성남시장&nbsp;시절&nbsp;수행비서&nbsp;인연설&nbsp;⇨&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;여론조사&nbsp;여권&nbsp;1위&nbsp;기록&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매&nbsp; <br /><br />24.&nbsp;청보산업&nbsp;(15.38%)&nbsp;:&nbsp;자동차부품주,&nbsp;시총900억대,&nbsp;엔진부품사업,&nbsp;최대주주변경,&nbsp;100억원&nbsp;규모&nbsp;전환사채&nbsp;발행&nbsp;결정,&nbsp;개별&nbsp;등락 <br /><br />25.&nbsp;코이즈&nbsp;(14.54%)&nbsp;:&nbsp;전자부품주,&nbsp;시총300억대,&nbsp;광학필름사업,&nbsp;임원&nbsp;중앙대&nbsp;동문설&nbsp;⇨&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;여론조사&nbsp;여권&nbsp;1위&nbsp;기록&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매&nbsp; <br /><br />26.&nbsp;정원엔시스&nbsp;(13.11%)&nbsp;:&nbsp;IT서비스주,&nbsp;시총600억대,&nbsp;서버&amp;전산장비사업,&nbsp;재료미노출,&nbsp;개별&nbsp;등락 <br /><br />27.&nbsp;에이스토리&nbsp;(13.04%)&nbsp;:&nbsp;미디어주,&nbsp;시총3600억대,&nbsp;방송제작사업,&nbsp;글로벌&nbsp;OTT사들의&nbsp;콘텐츠&nbsp;확보&nbsp;경쟁&nbsp;환경&nbsp;속&nbsp;⇨&nbsp;제작사&nbsp;환경&nbsp;변화&nbsp;⇨&nbsp;미디어관련주&nbsp;순환매 <br /><br />28.&nbsp;서연이화&nbsp;(12.97%)&nbsp;:&nbsp;자동차부품주,&nbsp;시총2300억대,&nbsp;부품사업,&nbsp;임원&nbsp;서울대&nbsp;법대&nbsp;동문설&nbsp;⇨&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;여론조사&nbsp;야권&nbsp;1위&nbsp;기록&nbsp;⇨&nbsp;윤석열관련주&nbsp;순환매 <br /><br />29.&nbsp;보라티알&nbsp;(12.34%)&nbsp;:&nbsp;음식료주,&nbsp;시총1100억대,&nbsp;식자재사업,&nbsp;HMR관련주&nbsp;부각&nbsp;이력,&nbsp;임원&nbsp;사법연수원&nbsp;동기설&nbsp;⇨&nbsp;차기&nbsp;대선주자&nbsp;선호도&nbsp;여론조사&nbsp;여권&nbsp;1위&nbsp;기록&nbsp;⇨&nbsp;이재명관련주&nbsp;순환매&nbsp; <br /><br />30.&nbsp;연우&nbsp;(12.28%)&nbsp;:&nbsp;화장품주,&nbsp;시총2700억대,&nbsp;화장품용기사업,&nbsp;실적&nbsp;개선&nbsp;기대감&nbsp;부각(하나금융투자&nbsp;리포트) <br /><br /><br />상승률TOP30&nbsp;정리 <br /><br />대선관련주 <br />비비안,&nbsp;SG&amp;G,&nbsp;토탈소프트,&nbsp;티엘아이,&nbsp;한국종합기술,&nbsp;모베이스전자,&nbsp;수산아이앤티,&nbsp;대성미생물,&nbsp;흥국,&nbsp;에이티세미콘,&nbsp;코이즈,&nbsp;서연이화,&nbsp;보라티알&nbsp;등&nbsp;(13) <br /><br />자동차관련주 <br />덕양산업,&nbsp;디아이씨,&nbsp;뉴로스,&nbsp;삼기,&nbsp;청보산업&nbsp;등&nbsp;(5) <br /><br />전자상거래주 <br />카페24,&nbsp;인터파크&nbsp;등&nbsp;(2)&nbsp; </p> 【상승률TOP】일일상승률TOP 뉴로스 덕양산업 디아이씨 모베이스전자 비비안 삼기 인터파크 카페24 티엘아이 한국종합기술 개미날다TV https://antflying.tistory.com/253 https://antflying.tistory.com/253#entry253comment Wed, 13 Jan 2021 20:55:56 +0900 https://antflying.tistory.com/252 <p data-ke-size="size18">경제뉴스&nbsp;모음&nbsp;(2021.01.13,수)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-origin-width="981" data-origin-height="686" data-filename="20210113_203639.png" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/ZyXPA/btqTtrD5jAH/SkY4G8adkqIU9b0jV6jnvK/img.png" data-phocus="https://blog.kakaocdn.net/dn/ZyXPA/btqTtrD5jAH/SkY4G8adkqIU9b0jV6jnvK/img.png" data-alt="경제이슈"><img src="https://blog.kakaocdn.net/dn/ZyXPA/btqTtrD5jAH/SkY4G8adkqIU9b0jV6jnvK/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FZyXPA%2FbtqTtrD5jAH%2FSkY4G8adkqIU9b0jV6jnvK%2Fimg.png" data-origin-width="981" data-origin-height="686" data-filename="20210113_203639.png" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>경제이슈</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>2021년 1월 12일(화) 주요이슈점검</p> <p><br />●&nbsp;뉴욕증시,&nbsp;1/11(현지시간)&nbsp;美정국&nbsp;혼란&nbsp;및&nbsp;기술기업&nbsp;규제&nbsp;우려&nbsp;등에&nbsp;하락&hellip;&nbsp;다우&nbsp;-89.28(-0.29%)&nbsp;31,008.69,&nbsp;나스닥&nbsp;-165.55(-1.25%)&nbsp;13,036.43,&nbsp;S&amp;P500&nbsp;3,799.61(-0.66%),&nbsp;필라델피아반도체&nbsp;2,969.92(+1.14%) <br />●&nbsp;국제유가($,배럴),&nbsp;달러&nbsp;강세에도&nbsp;산유국의&nbsp;생산량&nbsp;감축&nbsp;효과&nbsp;기대감&nbsp;지속&nbsp;등에&nbsp;강보합...&nbsp;WTI&nbsp;+0.01(+0.02%)&nbsp;52.25,&nbsp;브렌트유&nbsp;-0.33(-0.59%)&nbsp;55.66 <br />●&nbsp;국제금($,온스),&nbsp;美&nbsp;증시&nbsp;하락&nbsp;등에&nbsp;상승...&nbsp;Gold&nbsp;+15.40(+0.84%)&nbsp;1,850.80 <br />●&nbsp;달러&nbsp;index,&nbsp;美&nbsp;국채수익률&nbsp;급등&nbsp;등에&nbsp;강세...&nbsp;+0.40(+0.45%)&nbsp;90.50 <br />●&nbsp;역외환율(원/달러),&nbsp;-2.23(-0.20%)&nbsp;1,097.39 <br />●&nbsp;유럽증시,&nbsp;영국(-1.09%),&nbsp;독일(-0.80%),&nbsp;프랑스(-0.78%) <br />●&nbsp;美&nbsp;12월&nbsp;고용추세지수&nbsp;99.01&hellip;전월&nbsp;대비&nbsp;하락 <br />●&nbsp;애틀랜타&nbsp;연은&nbsp;총재&nbsp;"올해&nbsp;채권매입&nbsp;테이퍼링&nbsp;생각&nbsp;열려있어" <br />●&nbsp;뉴욕&nbsp;연은&nbsp;"소비자&nbsp;물가&nbsp;상승&nbsp;기대&nbsp;올라가" <br />●&nbsp;크레딧스위스&nbsp;"미&nbsp;경제,&nbsp;올해&nbsp;말&nbsp;팬데믹&nbsp;전&nbsp;수준으로&nbsp;회복될&nbsp;것" <br />●&nbsp;건들락&nbsp;"인플레&nbsp;5~6월&nbsp;3%&nbsp;달할&nbsp;수도&hellip;게임체인저&nbsp;될&nbsp;것" <br />●&nbsp;USTR&nbsp;대표&nbsp;"대중국&nbsp;관세&nbsp;되돌리지&nbsp;말라"&hellip;바이든에&nbsp;조언 <br />●&nbsp;달러인덱스&nbsp;3주래&nbsp;최고&hellip;TD증권&nbsp;"더&nbsp;오를&nbsp;수&nbsp;있어" <br />●&nbsp;WSJ&nbsp;"미&nbsp;의회&nbsp;난동사태에&nbsp;대형&nbsp;기술주&nbsp;규제&nbsp;더&nbsp;심해질&nbsp;것" <br />●&nbsp;트럼프&nbsp;계정&nbsp;영구&nbsp;중단한&nbsp;트위터&hellip;개장전&nbsp;주가&nbsp;8%&nbsp;급락 <br />●&nbsp;미&nbsp;기업들,&nbsp;정치권&nbsp;돈줄&nbsp;끊기&nbsp;선언&hellip;공화&nbsp;겨냥&nbsp;기부&nbsp;중단&nbsp;확산 <br />●&nbsp;BOE&nbsp;위원&nbsp;"마이너스&nbsp;금리&nbsp;정책&nbsp;도구에&nbsp;있어" <br />●&nbsp;영국&nbsp;당국&nbsp;"모든&nbsp;돈&nbsp;잃을&nbsp;준비&nbsp;해라"&hellip;비트코인&nbsp;등&nbsp;암호화폐&nbsp;'직격' <br />●&nbsp;비트코인,&nbsp;11%&nbsp;급락&hellip;가상화폐&nbsp;1천700억&nbsp;달러&nbsp;증발 <br />●&nbsp;금융위&nbsp;"공매도&nbsp;금지&nbsp;3월&nbsp;15일&nbsp;종료&hellip;제도개선&nbsp;계획" <br />●&nbsp;문재인&nbsp;대통령&nbsp;"전국민&nbsp;백신&nbsp;무료&nbsp;접종" <br />●&nbsp;낮부터&nbsp;기온&nbsp;회복&hellip;미세먼지는&nbsp;'나쁨&nbsp;수준' <br /><br />[기업/산업] <br />●&nbsp;아마존&nbsp;손잡은&nbsp;최태원,&nbsp;정용진까지&nbsp;가세 <br />●&nbsp;'그린뉴딜'이&nbsp;부른&nbsp;수요&nbsp;폭증&hellip;LNG가격,&nbsp;1년새&nbsp;5&rarr;21달러로 <br />●&nbsp;LNG값&nbsp;뛰는데&nbsp;발전비중&nbsp;늘려&hellip;전기료&nbsp;급등할&nbsp;수도 <br />●&nbsp;삼성SDI,&nbsp;테슬라&nbsp;손잡고&nbsp;ESS&nbsp;1위&nbsp;굳힌다 <br />●&nbsp;"애플과&nbsp;손&nbsp;잡는다고?"&nbsp;현대차&nbsp;시총&nbsp;4위로&nbsp;점프 <br />●&nbsp;가스公&nbsp;'수소공사'로&nbsp;탈바꿈&nbsp;선언&hellip;"수소경제&nbsp;선도" <br />●&nbsp;접촉사고에도&nbsp;뜸&middot;경락&middot;부황&middot;약침까지&hellip;보험사&nbsp;'한숨' <br />●&nbsp;4대&nbsp;시중銀&nbsp;내달까지&nbsp;26개&nbsp;점포&nbsp;축소 <br />●&nbsp;대한항공,&nbsp;아시아나&nbsp;현장실사&hellip;"연내&nbsp;통합" <br />●&nbsp;대한항공,&nbsp;화물&nbsp;덕에&nbsp;영업익&nbsp;2천억원&nbsp;올렸다 <br />●&nbsp;삼성전자,&nbsp;CES서&nbsp;'보다&nbsp;나은&nbsp;일상'&nbsp;주제로&nbsp;AI&middot;IoT&nbsp;가전&middot;로봇&nbsp;소개 <br />●&nbsp;애&nbsp;봐주고&nbsp;업무관리&hellip;나만의&nbsp;AI비서&nbsp;나온다 <br />●&nbsp;인텔&nbsp;AI&nbsp;칩&middot;라이다&middot;3D&nbsp;센서&nbsp;탑재&hellip;자율車&nbsp;기술&nbsp;장착한&nbsp;로봇청소기 <br />●&nbsp;상소문처럼&nbsp;펼쳐지는&nbsp;LG&nbsp;'롤러블폰'&nbsp;공개&hellip;찬사&nbsp;쏟아졌다 <br />●&nbsp;LGD&nbsp;'투명&nbsp;OLED'&hellip;건너편&nbsp;벽까지&nbsp;보인다 <br />●&nbsp;운전대는&nbsp;필요할&nbsp;때&nbsp;꺼내고&hellip;전기&nbsp;신호로&nbsp;車제어 <br />●&nbsp;구자균&nbsp;회장&nbsp;"LS일렉트릭은&nbsp;글로벌&nbsp;디지털&nbsp;기업" <br />●&nbsp;두산인프라코어&nbsp;굴착기,&nbsp;작년&nbsp;中&nbsp;판매&nbsp;10년래&nbsp;최대 <br />●&nbsp;한화&nbsp;新&nbsp;협동로봇&hellip;케이블&nbsp;없이&nbsp;다른&nbsp;장비와&nbsp;연동 <br />●&nbsp;현대중공업그룹,&nbsp;2880억&nbsp;규모&nbsp;배&nbsp;3척&nbsp;수주 <br />●&nbsp;이재용&middot;준법위&nbsp;면담&nbsp;정례화 <br />●&nbsp;한컴그룹,&nbsp;홈서비스&nbsp;로봇&middot;드론&nbsp;등&nbsp;비대면&nbsp;신기술&nbsp;선보여 <br />●&nbsp;ETRI,&nbsp;1초에&nbsp;40조번&nbsp;계산하는&nbsp;AI&nbsp;반도체 <br />●&nbsp;연말정산&middot;국민신문고&nbsp;민원&nbsp;때&nbsp;패스&middot;카카오&nbsp;민간&nbsp;전자서명&nbsp;쓴다 <br />●&nbsp;롯데케미칼&nbsp;쑥쑥&nbsp;크는&nbsp;비밀병기&hellip;유리같은&nbsp;의료용&nbsp;투명&nbsp;플라스틱 <br />●&nbsp;폐비닐&nbsp;연료로&nbsp;때는&nbsp;세계&nbsp;첫&nbsp;플라스마&nbsp;발전소&nbsp;4월&nbsp;가동 <br />●&nbsp;엘앤씨바이오,&nbsp;中&nbsp;화장품&nbsp;임상대행&nbsp;시장&nbsp;진출 <br />●&nbsp;밀키트&nbsp;매출&nbsp;2년&nbsp;새&nbsp;10배&nbsp;'초고속&nbsp;성장'&hellip;마이셰프&nbsp;"올해는&nbsp;글로벌&nbsp;시장&nbsp;정조준" <br />●&nbsp;단체급식&nbsp;불황&nbsp;이겨낸&nbsp;CJ프레시웨이&hellip;비결은&nbsp;'반조리&nbsp;식품' <br />●&nbsp;용마로지스,&nbsp;의약품&middot;백신&nbsp;정온&nbsp;배송시스템&nbsp;갖췄다 <br />●&nbsp;美FDA,&nbsp;크리스탈지노믹스&nbsp;항암&nbsp;신약&nbsp;희귀의약품&nbsp;지정 <br />●&nbsp;레이저&nbsp;스캐너&nbsp;특허분쟁서&nbsp;글로벌&nbsp;기업&nbsp;누른&nbsp;오토닉스 <br />●&nbsp;지갑&nbsp;연&nbsp;IT&nbsp;부자들&hellip;현대百&nbsp;판교점&nbsp;매출&nbsp;1조 <br />●&nbsp;황소장에&nbsp;나홀로&nbsp;우는&nbsp;'박스피'&nbsp;상품들 <br />●&nbsp;'9만전자'&nbsp;주역은&nbsp;주식&nbsp;초보&nbsp;'포모族' <br />●&nbsp;"올해&nbsp;기대해도&nbsp;좋다"&hellip;RBC가&nbsp;꼽은&nbsp;최고&nbsp;유망&nbsp;주식은? <br />●&nbsp;와이더플래닛&nbsp;"AI&middot;빅데이터로&nbsp;맞춤형&nbsp;광고" <br />●&nbsp;활황장에&nbsp;웃지&nbsp;못하는&nbsp;PEF&hellip;"자금회수&nbsp;기회?&nbsp;매물&nbsp;값도&nbsp;치솟네" <br />●&nbsp;쿠팡,&nbsp;나스닥&nbsp;상장&nbsp;예심&nbsp;통과 <br />●&nbsp;"목표가&nbsp;또&nbsp;올려야&nbsp;하나"&hellip;주가&nbsp;폭등에&nbsp;괴로운&nbsp;애널리스트 <br />●&nbsp;'바이든&nbsp;시대'&nbsp;ESG로&nbsp;몰리는&nbsp;돈 <br />●&nbsp;사모펀드&nbsp;운용사&nbsp;KKR,&nbsp;아&middot;태&nbsp;인프라펀드&nbsp;결성 <br />●&nbsp;거래대금&nbsp;64조&nbsp;사상최대&hellip;증권株&nbsp;함박웃음 <br />●&nbsp;코스피&nbsp;대형주&nbsp;거래&nbsp;비중&nbsp;74%&hellip;작년&nbsp;3월&nbsp;이후&nbsp;최대 <br />●&nbsp;한국&nbsp;시총&nbsp;30위내&nbsp;IT&nbsp;비중,&nbsp;20년새&nbsp;25%&rarr;63% <br />●&nbsp;배달의민족&nbsp;키운&nbsp;'IMM인베'&nbsp;8천억&nbsp;펀드&nbsp;결성 <br />●&nbsp;니오&nbsp;'꿈의&nbsp;배터리'&nbsp;선보여&hellip;서학개미&nbsp;사이서&nbsp;인기급증 <br />●&nbsp;5G&nbsp;호조에&nbsp;SK텔레콤&nbsp;탄력 <br />●&nbsp;한국에&nbsp;7700억원&nbsp;쏟아부은&nbsp;넷플릭스,&nbsp;제작자&nbsp;줄서&hellip;'콘텐츠&nbsp;블랙홀'&nbsp;급부상 <br />●&nbsp;디즈니&middot;애플도&nbsp;연내&nbsp;상륙&hellip;토종&nbsp;OTT업체들&nbsp;반격&nbsp;채비 <br /><br />[경제/증시/부동산] <br />●&nbsp;"나만&nbsp;주식&nbsp;없을라"&hellip;개인&nbsp;4.5兆&nbsp;폭풍&nbsp;매수 <br />●&nbsp;"주식&nbsp;안&nbsp;하면&nbsp;바보&nbsp;된다"&hellip;전세금까지&nbsp;베팅하는&nbsp;개미들 <br />●&nbsp;롤러코스터&nbsp;코스피&hellip;하루&nbsp;변동폭&nbsp;170P <br />●&nbsp;"亞&nbsp;증시&nbsp;과열&hellip;우려스러운&nbsp;신호" <br />●&nbsp;금감원&nbsp;"코스피&nbsp;3300되면&nbsp;과열"&nbsp;이례적&nbsp;증시보고서 <br />●&nbsp;'개인&nbsp;빚투'&nbsp;과열&nbsp;우려에&hellip;은행들&nbsp;불러모아&nbsp;당부한&nbsp;금감원 <br />●&nbsp;개미&nbsp;'공매도&nbsp;금지&nbsp;연장'&nbsp;목소리&nbsp;키우자&hellip;당국&nbsp;불끄기&nbsp;나서 <br />●&nbsp;한국만&nbsp;세금&nbsp;역주행&hellip;법인세&nbsp;부담&nbsp;3년새&nbsp;24조원&nbsp;늘었다 <br />●&nbsp;세금&middot;규제&nbsp;발&nbsp;묶여&hellip;年매출&nbsp;20%&nbsp;증가&nbsp;고성장社,&nbsp;10년동안&nbsp;3100여개&nbsp;사라져 <br />●&nbsp;韓&nbsp;작년&nbsp;1인당&nbsp;국민소득&hellip;G7&nbsp;이탈리아&nbsp;추월한&nbsp;듯 <br />●&nbsp;'소상공인&middot;中企&nbsp;대출'&nbsp;110조,&nbsp;만기&nbsp;6개월&nbsp;또&nbsp;연장 <br /><br />[정치/사회/국내&nbsp;기타] <br />●&nbsp;문재인&nbsp;대통령의&nbsp;침묵&hellip;더&nbsp;쪼그라든&nbsp;이낙연&nbsp;'사면론' <br />●&nbsp;'경제'&nbsp;29번&nbsp;언급한&nbsp;문&nbsp;대통령&hellip;"상반기&nbsp;중&nbsp;코로나&nbsp;前&nbsp;수준&nbsp;회복&nbsp;목표" <br />●&nbsp;이란서&nbsp;면박만&nbsp;당한&nbsp;최종건&nbsp;외교차관 <br />●&nbsp;"방사성&nbsp;물질&nbsp;다량&nbsp;유출?"&hellip;'월성&nbsp;원전&nbsp;괴담'&nbsp;반박&nbsp;나선&nbsp;한수원 <br />●&nbsp;"콩가루&nbsp;집안이냐"&hellip;'안철수&nbsp;모시기'에&nbsp;발끈한&nbsp;김종인 <br />●&nbsp;국민의힘&nbsp;뒤늦게&hellip;"중대재해법&nbsp;합의한&nbsp;적&nbsp;없다" <br />●&nbsp;'코로나&nbsp;이익공유제'&nbsp;꺼낸&nbsp;與&hellip;또&nbsp;기업&nbsp;옥죄나 <br />●&nbsp;자녀교육&nbsp;7천&middot;결혼&nbsp;1억&hellip;은퇴후가&nbsp;두려운&nbsp;金부장 <br />●&nbsp;양파값&nbsp;58%&nbsp;사과&nbsp;54%&nbsp;쌀&nbsp;19%&uarr;&hellip;"샐러드가&nbsp;졸지에&nbsp;황제식단&nbsp;됐네" <br />●&nbsp;北,&nbsp;노골적&nbsp;무시에도&hellip;문재인&nbsp;대통령&nbsp;"대화"&nbsp;되풀이 <br />●&nbsp;與,&nbsp;김정은&nbsp;서울&nbsp;답방&nbsp;'고대'&hellip;윤건영&nbsp;이어&nbsp;설훈도&nbsp;언급 <br />●&nbsp;김정은&nbsp;'당&nbsp;총비서'&nbsp;올라&hellip;김일성&middot;김정일과&nbsp;'동급' <br />●&nbsp;金,&nbsp;인민복&nbsp;다시&nbsp;입고&nbsp;당결속&nbsp;다져&hellip;비서국&nbsp;부활,&nbsp;사회주의&nbsp;체제&nbsp;강화 <br />●&nbsp;금융&middot;유흥업엔&nbsp;'착한임대&nbsp;稅혜택'&nbsp;안준다 <br />●&nbsp;소부장&nbsp;으뜸기업&nbsp;22社&nbsp;선정&hellip;정부&nbsp;4천억&nbsp;+&nbsp;알파&nbsp;지원사격 <br />●&nbsp;제주남단&nbsp;항공관제권,&nbsp;日서&nbsp;韓으로&nbsp;옮겨온다 <br />●&nbsp;위안부&nbsp;피해&nbsp;할머니&nbsp;2차&nbsp;손배소&nbsp;선고&nbsp;연기 <br />●&nbsp;버팀목자금&nbsp;첫날&nbsp;90만&nbsp;건&nbsp;신청&hellip;최대&nbsp;300만원&nbsp;지급&nbsp;개시 <br />●&nbsp;'1인당&nbsp;10만원'&nbsp;설&nbsp;재난지원금&nbsp;주는&nbsp;지자체는&nbsp;어디? <br />●&nbsp;수험생&nbsp;줄어&hellip;주요대&nbsp;정시&nbsp;경쟁률&nbsp;줄하락 <br />●&nbsp;남양주&nbsp;산란계&nbsp;농장서&nbsp;고병원성&nbsp;AI&nbsp;의심&nbsp;신고</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>1월 12일 화요일 간추린 뉴스입니다. <br /><br />■&nbsp;문재인&nbsp;대통령이&nbsp;신년사에서&nbsp;모든&nbsp;국민에게&nbsp;코로나19&nbsp;무료&nbsp;백신&nbsp;접종이&nbsp;다음&nbsp;달&nbsp;시작된다고&nbsp;밝혔습니다.&nbsp;또,&nbsp;치료제와&nbsp;백신&nbsp;개발로&nbsp;올해&nbsp;위기를&nbsp;벗어나&nbsp;도약할&nbsp;것이라며,&nbsp;코로나19&nbsp;위기로&nbsp;깊어진&nbsp;양극화&nbsp;극복을&nbsp;위한&nbsp;'포용'&nbsp;정책을&nbsp;강조했습니다.&nbsp; <br /><br />■&nbsp;수천&nbsp;명&nbsp;대면&nbsp;예배로&nbsp;방역&nbsp;수칙을&nbsp;어겨&nbsp;운영&nbsp;중단&nbsp;명령을&nbsp;받은&nbsp;부산&nbsp;세계로교회가&nbsp;또&nbsp;대면예배를&nbsp;강행해&nbsp;폐쇄&nbsp;명령을&nbsp;받자&nbsp;소송에&nbsp;들어갔습니다.&nbsp;방역&nbsp;당국의&nbsp;수차례&nbsp;경고에도&nbsp;대면예배를&nbsp;강행해&nbsp;30명이&nbsp;넘는&nbsp;환자가&nbsp;나온&nbsp;경남&nbsp;진주의&nbsp;국제기도원도&nbsp;시설&nbsp;폐쇄됐습니다.&nbsp; <br /><br />■&nbsp;경북&nbsp;상주에&nbsp;있는&nbsp;개신교&nbsp;단체&nbsp;인터콥선교회가&nbsp;운영하는&nbsp;BTJ열방센터&nbsp;관련&nbsp;환자가&nbsp;이어지면서&nbsp;안정세로&nbsp;돌아선&nbsp;코로나19&nbsp;확산세&nbsp;진정에&nbsp;찬물을&nbsp;끼얹고&nbsp;있습니다.&nbsp;전국에서&nbsp;5백&nbsp;명&nbsp;넘는&nbsp;환자가&nbsp;쏟아졌지만,&nbsp;아직&nbsp;진단검사를&nbsp;받은&nbsp;사람&nbsp;수는&nbsp;전체의&nbsp;30%밖에&nbsp;안&nbsp;됩니다.&nbsp; <br /><br />■&nbsp;극심한&nbsp;학대&nbsp;끝에&nbsp;숨진&nbsp;16개월&nbsp;정인이&nbsp;양부모에&nbsp;대한&nbsp;재판이&nbsp;내일&nbsp;시작되는데&nbsp;검찰이&nbsp;부검의에게&nbsp;의뢰한&nbsp;사망&nbsp;원인&nbsp;재감정&nbsp;결과가&nbsp;나왔습니다.&nbsp;검찰은&nbsp;이&nbsp;내용과&nbsp;의사회의&nbsp;소견&nbsp;등을&nbsp;바탕으로&nbsp;살인죄를&nbsp;적용할지&nbsp;결정할&nbsp;예정입니다.&nbsp; <br /><br />■&nbsp;혹한&nbsp;속에&nbsp;5살&nbsp;여자아이가&nbsp;내복&nbsp;차림으로&nbsp;길에서&nbsp;발견된&nbsp;지&nbsp;며칠이&nbsp;안&nbsp;지나&nbsp;근처에서&nbsp;비슷한&nbsp;사건이&nbsp;또&nbsp;발생했습니다.&nbsp;경찰은&nbsp;내복&nbsp;차림인&nbsp;6살&nbsp;딸을&nbsp;집&nbsp;밖으로&nbsp;내쫓은&nbsp;20대&nbsp;친모를&nbsp;아동복지법&nbsp;위반&nbsp;혐의로&nbsp;불구속&nbsp;입건해&nbsp;조사하고&nbsp;있습니다.&nbsp; <br /><br />■&nbsp;일본&nbsp;수도권&nbsp;일부&nbsp;지역에&nbsp;발령된&nbsp;코로나19&nbsp;긴급사태가&nbsp;서일본&nbsp;중심지인&nbsp;오사카&nbsp;등으로&nbsp;확대될&nbsp;것으로&nbsp;보입니다.&nbsp;이르면&nbsp;내일(13일)&nbsp;오사카와&nbsp;교토,&nbsp;효고&nbsp;등&nbsp;간사이&nbsp;지역&nbsp;3개&nbsp;광역자치단체에도&nbsp;긴급사태를&nbsp;발령하는&nbsp;방안을&nbsp;논의&nbsp;중입니다.&nbsp;현재&nbsp;긴급사태는&nbsp;수도&nbsp;도쿄를&nbsp;포함해&nbsp;수도권&nbsp;4개&nbsp;광역자치단체에&nbsp;발령돼&nbsp;있습니다.&nbsp; <br /><br />■&nbsp;미국&nbsp;민주당&nbsp;하원&nbsp;의원들이&nbsp;내란&nbsp;선동&nbsp;혐의로&nbsp;트럼프&nbsp;대통령에&nbsp;대한&nbsp;탄핵&nbsp;결의안을&nbsp;발의했습니다.&nbsp;민주당은&nbsp;펜스&nbsp;부통령이&nbsp;수정헌법&nbsp;25조를&nbsp;발동해&nbsp;대통령의&nbsp;직무를&nbsp;박탈하도록&nbsp;하는&nbsp;결의안도&nbsp;제안했습니다.&nbsp; <br /><br />■&nbsp;북한&nbsp;김정은&nbsp;위원장을&nbsp;노동당&nbsp;총비서로&nbsp;추대돼&nbsp;최고지도자임을&nbsp;재확인했는데,&nbsp;김여정&nbsp;제1부부장은&nbsp;정치국&nbsp;후보&nbsp;위원에도&nbsp;탈락해&nbsp;배경이&nbsp;주목됩니다.&nbsp;북한은&nbsp;또&nbsp;석&nbsp;달&nbsp;만에&nbsp;심야&nbsp;시간&nbsp;열병식을&nbsp;열었는데,&nbsp;당&nbsp;대회에서&nbsp;국방력&nbsp;강화를&nbsp;강조한&nbsp;터라,&nbsp;당국이&nbsp;배경을&nbsp;분석하고&nbsp;있습니다.&nbsp; <br /><br />■&nbsp;세계&nbsp;최대&nbsp;가전축제&nbsp;CES,&nbsp;국제가전박람회가&nbsp;어젯밤&nbsp;개막했습니다.&nbsp;올해는&nbsp;CES&nbsp;역사상&nbsp;처음으로&nbsp;비대면으로&nbsp;열리는데,&nbsp;코로나19&nbsp;이후&nbsp;떠오를&nbsp;이른바&nbsp;'보복&nbsp;소비&nbsp;시장'을&nbsp;겨냥해&nbsp;기업들이&nbsp;치열한&nbsp;기술&nbsp;경쟁을&nbsp;예고했습니다.&nbsp;이미&nbsp;시장에서는&nbsp;코로나19로&nbsp;억눌렸던&nbsp;소비가&nbsp;한꺼번에&nbsp;폭발하는&nbsp;이른바&nbsp;'보복&nbsp;소비'가&nbsp;시작된&nbsp;것으로&nbsp;보고&nbsp;있습니다.&nbsp; <br /><br />■&nbsp;가습기&nbsp;살균제를&nbsp;판매하면서&nbsp;안전성&nbsp;확인&nbsp;의무&nbsp;등을&nbsp;소홀히&nbsp;한&nbsp;혐의로&nbsp;재판에&nbsp;넘겨진&nbsp;SK케미칼&nbsp;전&nbsp;대표와&nbsp;애경산업&nbsp;전&nbsp;대표의&nbsp;1심&nbsp;선고가&nbsp;오늘&nbsp;내려집니다.&nbsp;앞서&nbsp;검찰은&nbsp;이들에게&nbsp;금고&nbsp;5년을&nbsp;각각&nbsp;구형했습니다.&nbsp; <br /><br />■&nbsp;동물을&nbsp;잔인하게&nbsp;학대하는&nbsp;영상과&nbsp;사진을&nbsp;공유하는&nbsp;카카오톡&nbsp;단체채팅방이&nbsp;등장해&nbsp;공분을&nbsp;사고&nbsp;있습니다.&nbsp;동물보호단체들은&nbsp;강력한&nbsp;처벌을&nbsp;요구하고&nbsp;있는데요.&nbsp;'검은&nbsp;고양이&nbsp;사냥'&nbsp;사진을&nbsp;올려서&nbsp;논란이&nbsp;된&nbsp;한&nbsp;채팅방&nbsp;참여자는&nbsp;엽총과&nbsp;활을&nbsp;소지하고&nbsp;다니면서&nbsp;개,&nbsp;고양이부터&nbsp;너구리까지&nbsp;닥치는&nbsp;대로&nbsp;동물을&nbsp;살해해온&nbsp;것으로&nbsp;알려졌습니다.&nbsp; <br /><br />■&nbsp;성희롱과&nbsp;소수자&nbsp;혐오,&nbsp;개인정보&nbsp;유출&nbsp;논란을&nbsp;일으킨&nbsp;인공지능&nbsp;챗봇&nbsp;'이루다'&nbsp;개발사가&nbsp;어제&nbsp;결국&nbsp;서비스를&nbsp;중단하기로&nbsp;했는데요.&nbsp;이번&nbsp;사태를&nbsp;계기로&nbsp;AI&nbsp;윤리에&nbsp;대한&nbsp;사회적&nbsp;합의를&nbsp;마련하자는&nbsp;목소리가&nbsp;커지고&nbsp;있습니다.&nbsp;인간의&nbsp;편향된&nbsp;대화와&nbsp;편향된&nbsp;대화를&nbsp;학습한&nbsp;AI의&nbsp;혐오,&nbsp;인공지능&nbsp;챗봇&nbsp;'이루다'가&nbsp;던진&nbsp;묵직한&nbsp;질문과&nbsp;AI&nbsp;윤리&nbsp;논란은&nbsp;계속&nbsp;이어질&nbsp;것으로&nbsp;보입니다.&nbsp; <br /><br />■&nbsp;코로나&nbsp;위기&nbsp;이후&nbsp;일부&nbsp;업종의&nbsp;경우&nbsp;호황에&nbsp;수익이&nbsp;크게&nbsp;늘어난&nbsp;것을&nbsp;두고&nbsp;'코로나&nbsp;승자'&nbsp;라고&nbsp;하는데요.&nbsp;이&nbsp;코로나&nbsp;승자의&nbsp;이익을&nbsp;사회적으로&nbsp;공유하자는&nbsp;제안이&nbsp;정치권에서&nbsp;제기되고&nbsp;있습니다.&nbsp;자발성을&nbsp;유도하기&nbsp;위해선&nbsp;'착한&nbsp;임대인'&nbsp;제도처럼&nbsp;세액&nbsp;공제를&nbsp;해주는&nbsp;등&nbsp;인센티브를&nbsp;주는&nbsp;방안이&nbsp;거론됩니다.&nbsp;감염병&nbsp;등으로&nbsp;인한&nbsp;소상공인과&nbsp;자영업자의&nbsp;영업손실을&nbsp;제도적으로&nbsp;보상하는&nbsp;방안도&nbsp;검토되고&nbsp;있습니다.&nbsp; <br /><br />■&nbsp;금융위는&nbsp;"코로나19로&nbsp;인한&nbsp;한시적&nbsp;공매도&nbsp;금지&nbsp;조치는&nbsp;3월&nbsp;15일&nbsp;종료될&nbsp;예정"이라고&nbsp;설명했습니다.&nbsp;그러면서&nbsp;"3월&nbsp;공매도&nbsp;재개를&nbsp;목표로&nbsp;불법&nbsp;공매도&nbsp;처벌&nbsp;강화,&nbsp;시장&nbsp;조성자&nbsp;제도&nbsp;개선,&nbsp;개인의&nbsp;공매도&nbsp;접근성&nbsp;제고&nbsp;등&nbsp;제도&nbsp;개선을&nbsp;마무리해&nbsp;나갈&nbsp;계획"이라고&nbsp;강조했습니다.&nbsp; <br /><br />■&nbsp;새해&nbsp;들어&nbsp;급등하던&nbsp;코스피가&nbsp;어제는&nbsp;크게&nbsp;출렁거리다&nbsp;소폭&nbsp;하락&nbsp;마감했습니다.&nbsp;기관과&nbsp;외국인들이&nbsp;내놓은&nbsp;엄청난&nbsp;물량을&nbsp;개인투자자들이&nbsp;계속&nbsp;쓸어&nbsp;담으면서&nbsp;종일&nbsp;팽팽했는데요.&nbsp;개인이&nbsp;하루에&nbsp;순매수한&nbsp;금액만&nbsp;4조&nbsp;원을&nbsp;훌쩍&nbsp;넘어&nbsp;기록을&nbsp;새로&nbsp;썼습니다.&nbsp;과열&nbsp;우려가&nbsp;커지는&nbsp;가운데&nbsp;금융당국은&nbsp;신용대출을&nbsp;포함한&nbsp;가계부채&nbsp;상황을&nbsp;긴급&nbsp;점검했습니다.&nbsp; <br /><br />■&nbsp;경기도가&nbsp;설&nbsp;명절을&nbsp;앞두고&nbsp;모든&nbsp;도민에게&nbsp;2차&nbsp;재난지원금을&nbsp;지급할&nbsp;것으로&nbsp;예상됩니다.&nbsp;이재명&nbsp;경기지사가&nbsp;재난지원금&nbsp;보편지급을&nbsp;주장해온&nbsp;가운데&nbsp;도의회가&nbsp;'도민&nbsp;1인당&nbsp;10만원&nbsp;지급'을&nbsp;경기도에&nbsp;공식&nbsp;건의했습니다.&nbsp;재난지원금은&nbsp;지난해&nbsp;4월&nbsp;1차&nbsp;때와&nbsp;마찬가지로&nbsp;지역화폐나&nbsp;신용카드를&nbsp;함께&nbsp;사용하는&nbsp;방안이&nbsp;유력하게&nbsp;검토되고&nbsp;있습니다.&nbsp; <br /><br />■&nbsp;투자은행업계에&nbsp;따르면&nbsp;쿠팡이&nbsp;주관사인&nbsp;골드만삭스를&nbsp;통해&nbsp;나스닥&nbsp;상장에&nbsp;앞선&nbsp;예비심사를&nbsp;통과한&nbsp;것으로&nbsp;알려졌습니다.&nbsp;지난&nbsp;7일에는&nbsp;블룸버그&nbsp;통신에서&nbsp;쿠팡이&nbsp;IPO를&nbsp;준비하고&nbsp;있다는&nbsp;보도가&nbsp;나오기도&nbsp;했는데요.&nbsp;예비심사를&nbsp;통과하면&nbsp;사실상&nbsp;9부&nbsp;능선을&nbsp;넘은&nbsp;거라,&nbsp;이르면&nbsp;오는&nbsp;3월&nbsp;나스닥&nbsp;상장이&nbsp;가능할&nbsp;것이라는&nbsp;전망이&nbsp;나옵니다&nbsp; <br /><br />■&nbsp;한&nbsp;주류업체가&nbsp;자사&nbsp;제품의&nbsp;대표&nbsp;소주를&nbsp;16.9도에서&nbsp;16.5도로&nbsp;0.4도&nbsp;낮춘다고&nbsp;밝혔습니다.&nbsp;16.5도는&nbsp;현재&nbsp;시판&nbsp;소주&nbsp;제품&nbsp;가운데&nbsp;가장&nbsp;낮은&nbsp;수준이라는데요.&nbsp;소주&nbsp;도수를&nbsp;낮춘&nbsp;업체&nbsp;측은&nbsp;"코로나19에&nbsp;따른&nbsp;혼술,&nbsp;홈술의&nbsp;증가로&nbsp;순한&nbsp;소주를&nbsp;원하는&nbsp;소비자&nbsp;트렌드에&nbsp;맞췄다"고&nbsp;말했다고&nbsp;합니다.&nbsp; <br /><br />■&nbsp;한국농수산식품유통공사에&nbsp;따르면&nbsp;지난&nbsp;7일&nbsp;기준&nbsp;쌀&nbsp;20㎏&nbsp;평균&nbsp;도매가격은&nbsp;전년&nbsp;동기&nbsp;대비&nbsp;20%&nbsp;가까운&nbsp;19.4%&nbsp;올라&nbsp;5만&nbsp;6240원을&nbsp;기록했다고&nbsp;합니다.&nbsp;쌀&nbsp;재배면적이&nbsp;줄어드는&nbsp;추세인데다&nbsp;지난해&nbsp;여름&nbsp;긴&nbsp;장마와&nbsp;집중호우&nbsp;등으로&nbsp;작황이&nbsp;부진한&nbsp;영향&nbsp;때문이라고&nbsp;합니다.&nbsp; <br /><br />■&nbsp;언론과&nbsp;평단의&nbsp;호평을&nbsp;받고&nbsp;있는&nbsp;영화&nbsp;'미나리'의&nbsp;배우&nbsp;윤여정&nbsp;씨가&nbsp;뉴욕&nbsp;비평가협회와&nbsp;미국&nbsp;여성&nbsp;영화기자협회,&nbsp;그리고&nbsp;선셋&nbsp;필름&nbsp;서클&nbsp;어워즈까지&nbsp;여덟&nbsp;개의&nbsp;미국&nbsp;연기상을&nbsp;받는&nbsp;대기록을&nbsp;세웠습니다.&nbsp;또,&nbsp;영화&nbsp;'미나리'는&nbsp;샌디에이고&nbsp;비평가협회&nbsp;여우조연상과&nbsp;각본상&nbsp;등에&nbsp;노미네이트되면서&nbsp;오스카&nbsp;입성&nbsp;가능성을&nbsp;더욱&nbsp;높이고&nbsp;있다고&nbsp;합니다. </p> 【경제뉴스】 일일이슈 간추린뉴스 개미날다 경제뉴스 경제이슈 오늘의뉴스 주식교육 주식정보 주식초보 증시뉴스 증시이슈 개미날다TV https://antflying.tistory.com/252 https://antflying.tistory.com/252#entry252comment Wed, 13 Jan 2021 20:46:53 +0900 https://antflying.tistory.com/251 <p data-ke-size="size18">국내&nbsp;증시&nbsp;마감&nbsp;시황&nbsp;(2021.01.13,수)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="KakaoTalk_20210113_183136227.jpg" data-origin-width="1242" data-origin-height="992" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/t8l3H/btqTrSvfkXD/wJYBiXsteWg1mPJbkdC6BK/img.jpg" data-phocus="https://blog.kakaocdn.net/dn/t8l3H/btqTrSvfkXD/wJYBiXsteWg1mPJbkdC6BK/img.jpg" data-alt="마감시황"><img src="https://blog.kakaocdn.net/dn/t8l3H/btqTrSvfkXD/wJYBiXsteWg1mPJbkdC6BK/img.jpg" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2Ft8l3H%2FbtqTrSvfkXD%2FwJYBiXsteWg1mPJbkdC6BK%2Fimg.jpg" data-filename="KakaoTalk_20210113_183136227.jpg" data-origin-width="1242" data-origin-height="992" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>마감시황</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[코스피] <br />1/13&nbsp;KOSPI&nbsp;3,148.29(+0.71%)&nbsp;외국인&middot;개인&nbsp;동반&nbsp;순매수(+),&nbsp;기관&nbsp;4거래일&nbsp;연속&nbsp;순매도(-) <br /><br />지난밤&nbsp;뉴욕증시가&nbsp;美&nbsp;국채금리&nbsp;급등세&nbsp;진정&nbsp;및&nbsp;경기&nbsp;부양&nbsp;기대감&nbsp;지속&nbsp;등으로&nbsp;상승했고,&nbsp;유럽&nbsp;주요국&nbsp;증시는&nbsp;코로나19&nbsp;확산&nbsp;우려&nbsp;지속&nbsp;등에&nbsp;하락.&nbsp;이날&nbsp;코스피지수는&nbsp;3,128.26(+2.31P,&nbsp;+0.07%)으로&nbsp;강보합&nbsp;출발.&nbsp;3,148.29(+22.34P,&nbsp;+0.71%)에서&nbsp;거래를&nbsp;마감.&nbsp; <br /><br />외국인과&nbsp;개인&nbsp;순매수&nbsp;속에&nbsp;코스피지수는&nbsp;사흘만에&nbsp;반등.&nbsp;외국인이&nbsp;사흘만에&nbsp;순매수를&nbsp;보였고,&nbsp;개인은&nbsp;3일&nbsp;연속&nbsp;순매수를&nbsp;기록.&nbsp;기관은&nbsp;4거래일&nbsp;연속&nbsp;순매도.&nbsp; <br /><br />최근&nbsp;급등세를&nbsp;보이던&nbsp;美&nbsp;국채금리는&nbsp;美&nbsp;재무부가&nbsp;실시한&nbsp;380억&nbsp;달러&nbsp;규모&nbsp;10년물&nbsp;입찰&nbsp;호조&nbsp;소식에&nbsp;진정세를&nbsp;보이자&nbsp;글로벌&nbsp;달러화가&nbsp;약세를&nbsp;보임. <br /><br />일본,&nbsp;대만이&nbsp;상승했고,&nbsp;중국은&nbsp;하락하는&nbsp;등&nbsp;아시아&nbsp;주요국&nbsp;지수는&nbsp;등락이&nbsp;엇갈림.&nbsp; <br /><br />수급별로는&nbsp;외국인과&nbsp;개인은&nbsp;각각&nbsp;1,910억,&nbsp;1,690억&nbsp;순매수,&nbsp;기관은&nbsp;3,742억&nbsp;순매도.&nbsp;선물시장에서는&nbsp;개인이&nbsp;3,749계약&nbsp;순매수,&nbsp;외국인과&nbsp;기관은&nbsp;각각&nbsp;704계약,&nbsp;3,954계약&nbsp;순매도.&nbsp; <br /><br />원/달러&nbsp;환율은&nbsp;전거래일&nbsp;대비&nbsp;4.8원&nbsp;하락한&nbsp;1,095.1원을&nbsp;기록.&nbsp; <br /><br />코스피&nbsp;시총상위종목들은&nbsp;대부분&nbsp;상승.&nbsp;SK(+5.33%),&nbsp;LG화학(+3.95%),&nbsp;NAVER(+3.29%)등이&nbsp;상승.&nbsp;반면,&nbsp;SK이노베이션(-1.23%),&nbsp;삼성전자(-0.99%),&nbsp;현대차(-0.77%)&nbsp;등은&nbsp;하락.&nbsp; <br /><br />업종별로도&nbsp;대부분&nbsp;상승.&nbsp;섬유/의복(+7.11%),&nbsp;은행(+2.19%),&nbsp;화학(+2.08%)&nbsp;등이&nbsp;상승.&nbsp;반면,&nbsp;전기가스(-1.29%),&nbsp;비금속광물(-0.45%),&nbsp;건설(-0.33%)&nbsp;등은&nbsp;하락.&nbsp; <br /><br />마감&nbsp;지수&nbsp;:&nbsp;KOSPI&nbsp;3,148.29P(+22.34P/+0.71%)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[코스닥] <br />1/13&nbsp;KOSDAQ&nbsp;979.13(+0.56%)&nbsp;외국인&middot;개인&nbsp;동반&nbsp;순매수(+),&nbsp;기관&nbsp;10거래일&nbsp;연속&nbsp;순매도(-) <br /><br />지난밤&nbsp;뉴욕증시가&nbsp;美&nbsp;국채금리&nbsp;급등세&nbsp;진정&nbsp;및&nbsp;경기&nbsp;부양&nbsp;기대감&nbsp;지속&nbsp;등으로&nbsp;상승한&nbsp;가운데,&nbsp;이날&nbsp;코스닥지수는&nbsp;974.14(+0.42P,&nbsp;+0.04%)로&nbsp;강보합&nbsp;출발.&nbsp;979.13(+5.41P,&nbsp;+0.56%)에서&nbsp;거래를&nbsp;마감.&nbsp; <br /><br />현대차그룹,&nbsp;신규&nbsp;디젤엔진&nbsp;개발&nbsp;중단&nbsp;및&nbsp;수소전기차&nbsp;라인업&nbsp;확대&nbsp;소식&nbsp;등에&nbsp;전기차/수소차&nbsp;등&nbsp;친환경차&nbsp;관련&nbsp;테마가&nbsp;상승했고,&nbsp;바이든&nbsp;대통령&nbsp;취임&nbsp;및&nbsp;추가부양책&nbsp;가이드라인&nbsp;발표&nbsp;등을&nbsp;앞두고&nbsp;풍력/태양광&nbsp;등&nbsp;친환경&nbsp;에너지&nbsp;테마도&nbsp;상승.&nbsp; <br /><br />수급별로는&nbsp;개인과&nbsp;외국인이&nbsp;각각&nbsp;440억,&nbsp;246억&nbsp;순매수,&nbsp;기관은&nbsp;583억&nbsp;순매도. <br /><br />코스닥&nbsp;시총상위종목들은&nbsp;상승이&nbsp;다소&nbsp;우세.&nbsp;셀트리온제약(+2.54%),&nbsp;컴투스(+2.28%),&nbsp;SK머티리얼즈(+1.75%)등이&nbsp;상승.&nbsp;반면,&nbsp;제넥신(-1.80%),&nbsp;셀트리온헬스케어(-1.28%),&nbsp;케이엠더블유(-0.98%)등은&nbsp;하락.&nbsp; <br /><br />업종별로는&nbsp;대부분&nbsp;상승.&nbsp;인터넷(+7.97%),&nbsp;출판/매체복제(+4.02%),&nbsp;오락문화(+2.54%)등이&nbsp;상승.&nbsp;반면,&nbsp;기타서비스(-1.19%),&nbsp;유통(-0.46%),&nbsp;통신장비(-0.41%)&nbsp;등은&nbsp;하락.&nbsp; <br /><br />마감&nbsp;지수&nbsp;:&nbsp;KOSDAQ&nbsp;979.13P(+5.41P/+0.56%)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>●&nbsp;국내증시,&nbsp;1/13&nbsp;코스피&nbsp;외국인&middot;개인&nbsp;동반&nbsp;순매수에&nbsp;사흘만에&nbsp;반등,&nbsp;코스닥&nbsp;외국인&middot;개인&nbsp;동반&nbsp;순매수에&nbsp;나흘만에&nbsp;반등&hellip;&nbsp;코스피&nbsp;+22.34(+0.71%)&nbsp;3,148.29,&nbsp;코스닥&nbsp;+5.41(+0.56%)&nbsp;979.13 <br />●&nbsp;원/달러&nbsp;환율,&nbsp;글로벌&nbsp;달러&nbsp;약세에&nbsp;5거래일만에&nbsp;하락...&nbsp;-4.8원(-0.44%)&nbsp;1,095.1원 <br />●&nbsp;아시아&nbsp;증시,&nbsp;중국(-0.27%),&nbsp;일본(+1.04%),&nbsp;홍콩(-0.15%),&nbsp;대만(+1.74%) <br />●&nbsp;WHO&nbsp;"영국發&nbsp;변이&nbsp;코로나,&nbsp;전&nbsp;세계&nbsp;50개국서&nbsp;발견" <br />●&nbsp;미국,&nbsp;3월&nbsp;내&nbsp;아스트라제네카&middot;J&amp;J&nbsp;백신&nbsp;승인&hellip;백신&nbsp;4종&nbsp;보급 <br />●&nbsp;'여성&nbsp;최초'&nbsp;미&nbsp;재무장관&nbsp;탄생&nbsp;눈앞&hellip;바이든&nbsp;취임&nbsp;전&nbsp;19일&nbsp;청문회 <br />●&nbsp;펜스&nbsp;부통령&nbsp;"수정헌법&nbsp;25조&nbsp;발동&nbsp;반대"&hellip;트럼프&nbsp;탄핵안&nbsp;표결&nbsp;수순 <br />●&nbsp;김정은&nbsp;"핵억제력&nbsp;강화해&nbsp;군사력&nbsp;키워야"&hellip;직접&nbsp;대외메시지&nbsp;없어 <br />●&nbsp;공매도&nbsp;3월부터&nbsp;재개하나&hellip;&nbsp;금융위,&nbsp;불법&nbsp;처벌&nbsp;강화 <br /><br />[기업/산업] <br />●&nbsp;中&nbsp;리튬&nbsp;가격,&nbsp;전기차&nbsp;호황에&nbsp;반년&nbsp;새&nbsp;50%&nbsp;급등 <br />●&nbsp;올해&nbsp;OLED&nbsp;수출&nbsp;'역대&nbsp;최고'&nbsp;130억달러&nbsp;전망&middot;&middot;&middot;작년보다&nbsp;19.6%&nbsp;증가 <br />●&nbsp;7년&nbsp;만에&nbsp;가격&nbsp;인상&nbsp;나선&nbsp;시멘트&nbsp;업계..&nbsp;반발하는&nbsp;레미콘&nbsp;일촉즉발 <br />●&nbsp;이스타항공,&nbsp;이달&nbsp;내&nbsp;기업회생&nbsp;신청&hellip;"회생개시&nbsp;후&nbsp;공개매각" <br />●&nbsp;상장&nbsp;준비하는&nbsp;LG에너지솔루션,&nbsp;IPO&nbsp;역사&nbsp;다시&nbsp;쓴다&hellip;"몸값&nbsp;최대&nbsp;100兆" <br />●&nbsp;SK,&nbsp;美&nbsp;수소에너지&nbsp;기업&nbsp;투자&nbsp;5일&nbsp;만에&hellip;보유지분&nbsp;가치&nbsp;2조&nbsp;뛰었다 <br />●&nbsp;애플,&nbsp;네이버클라우드와&nbsp;첫&nbsp;협업&hellip;기업용&nbsp;구독서비스&nbsp;출시 <br /><br />[경제/증시/부동산] <br />●&nbsp;글로벌&nbsp;경기&nbsp;회복세&nbsp;예상&hellip;2월&nbsp;채권시장&nbsp;투자심리&nbsp;위축 <br />●&nbsp;지난해&nbsp;CB&middot;BW&nbsp;행사&nbsp;2.8兆&nbsp;106%&nbsp;'껑충'&hellip;"증시&nbsp;호황&nbsp;영향" <br />●&nbsp;4월부터&nbsp;불법&nbsp;공매도에&nbsp;주문&nbsp;금액&middot;이익&nbsp;고려해&nbsp;과징금&nbsp;부과 <br />●&nbsp;현금성자산&nbsp;1150조&nbsp;육박...주식&middot;부동산으로&nbsp;흘러가나 <br />●&nbsp;채권전문가&nbsp;100%&nbsp;"한은&nbsp;1월&nbsp;기준금리&nbsp;동결&nbsp;전망" <br />●&nbsp;홍남기&nbsp;부총리&nbsp;"고용악화&nbsp;대비&nbsp;'9조',&nbsp;설&nbsp;명절&nbsp;전&nbsp;90%&nbsp;집행할&nbsp;것" <br /><br />[정치/사회/국내&nbsp;기타] <br />●&nbsp;與,&nbsp;월성원전&nbsp;방사성&nbsp;누출의혹에&nbsp;전면&nbsp;대응키로 <br />●&nbsp;건보,&nbsp;'BTJ열방센터'&nbsp;단체-개인에&nbsp;구상권&nbsp;청구키로&hellip;최소&nbsp;30억원 <br />●&nbsp;서울&middot;경기에&nbsp;대체매립지&nbsp;찾을까&hellip;&nbsp;2,500억원&nbsp;내걸고&nbsp;공모 <br />●&nbsp;韓&nbsp;도입&nbsp;美&nbsp;F-35&nbsp;전투기,&nbsp;"확인된&nbsp;결함만&nbsp;871개" <br />●&nbsp;세종대&nbsp;연구팀,&nbsp;코로나19&nbsp;억제&nbsp;가능&nbsp;물질&nbsp;규명 <br />●&nbsp;총비서&nbsp;즉위&nbsp;김정은&nbsp;"핵&nbsp;억제력&nbsp;강화"&middot;부부장&nbsp;격하&nbsp;김여정&nbsp;"南&nbsp;해괴한&nbsp;짓" <br /><br />[국제/해외] <br />●&nbsp;폼페이오,&nbsp;유럽방문&nbsp;발표&nbsp;하룻만에&nbsp;취소 <br />●&nbsp;"독일,&nbsp;바이든&nbsp;행정부와&nbsp;OECD법인세&nbsp;합의&nbsp;추진" <br />●&nbsp;"中위안화&nbsp;환율&nbsp;떨어져&nbsp;바이든&nbsp;행정부&nbsp;미중관계&nbsp;숨통&nbsp;트일&nbsp;것" <br />●&nbsp;JP모간&nbsp;"애플카,&nbsp;아이폰&nbsp;같은&nbsp;혁신자될&nbsp;것...현대차&nbsp;등&nbsp;제휴&nbsp;가능" <br />●&nbsp;상하이증권거래소,&nbsp;中&nbsp;BMW&nbsp;합작사에&nbsp;채권&nbsp;관련&nbsp;징계&nbsp;내려 <br />●&nbsp;비자(VISA),&nbsp;핀테크기업&nbsp;'플레이드'&nbsp;인수&nbsp;무산&hellip;6조원&nbsp;딜&nbsp;깨졌다</p> 【국내주식】국내장 마감 시황 현황 개미날다 마감시황 마감요약 주식교육 주식정보 주식초보 증시마감 증시분석 증시시황 증시요약 개미날다TV https://antflying.tistory.com/251 https://antflying.tistory.com/251#entry251comment Wed, 13 Jan 2021 20:44:57 +0900 https://antflying.tistory.com/250 <p data-ke-size="size18">증권사&nbsp;추천의견&nbsp;종목&nbsp;【2021.01.13,수】</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210113_203720.png" data-origin-width="946" data-origin-height="677" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/cJPHTa/btqTlFDFwqW/dkIx6WAfcKjotJIatMvquk/img.png" data-phocus="https://blog.kakaocdn.net/dn/cJPHTa/btqTlFDFwqW/dkIx6WAfcKjotJIatMvquk/img.png" data-alt="증권사추천주"><img src="https://blog.kakaocdn.net/dn/cJPHTa/btqTlFDFwqW/dkIx6WAfcKjotJIatMvquk/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FcJPHTa%2FbtqTlFDFwqW%2FdkIx6WAfcKjotJIatMvquk%2Fimg.png" data-filename="20210113_203720.png" data-origin-width="946" data-origin-height="677" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>증권사추천주</figcaption> </figure> </p> <p data-ke-size="size18">▶️&nbsp;종목별&nbsp;증권사&nbsp;주요&nbsp;의견&nbsp;(1월&nbsp;12일) <br /><br /><br />●삼성전자 <br />주가는&nbsp;실적보다&nbsp;빠르다 <br />16Gb&nbsp;Chip&nbsp;기반&nbsp;32GB&nbsp;Module과&nbsp;함께&nbsp;PCIe&nbsp;Gen&nbsp;4.0&nbsp;SSD&nbsp;출하량이&nbsp;증가할&nbsp;경우&nbsp;수익성도&nbsp;경쟁사&nbsp;대비&nbsp;양호할&nbsp;것 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;11만원&nbsp;/&nbsp;현대차증권&nbsp;노근창 <br /><br />●SK하이닉스 <br />2020년&nbsp;4분기&nbsp;매출액은&nbsp;7조&nbsp;7,210억원&nbsp;,&nbsp;영업이익은&nbsp;8,880억원으로&nbsp;예상 <br />4분기는&nbsp;DRAM이&nbsp;선방.&nbsp;2021년&nbsp;업황&nbsp;개선 <br />DRAM은&nbsp;1분기부터&nbsp;가격&nbsp;반등,&nbsp;NAND는&nbsp;공급&nbsp;과잉&nbsp;우려? <br />BUY&nbsp;/&nbsp;목표주가&nbsp;175,000원&nbsp;/&nbsp;IBK증권&nbsp;김운호 <br /><br />●LG전자 <br />4분기&nbsp;실적은&nbsp;기대&nbsp;이상(가전&nbsp;+,&nbsp;MC&nbsp;-)일&nbsp;것 <br />전장&nbsp;부품&nbsp;사업&nbsp;확대에&nbsp;대한&nbsp;기대감&nbsp;고조 <br />높아진&nbsp;실적&nbsp;개선&nbsp;기대감 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;19만원&nbsp;/&nbsp;IBK증권&nbsp;김운호 <br /><br />●삼성SDI <br />4Q20&nbsp;Preview&nbsp;:&nbsp;중대형&nbsp;전지부문&nbsp;이익&nbsp;기여&nbsp;본격화 <br />중대형&nbsp;전지&nbsp;성장&nbsp;지속.&nbsp;단기&nbsp;노이즈보다&nbsp;중장기&nbsp;성장가치에&nbsp;집중 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;90만원&nbsp;/&nbsp;유안타&nbsp;김광진 <br /><br />●삼성전기 <br />4분기&nbsp;실적은&nbsp;예상&nbsp;수준.&nbsp;2021년은&nbsp;도약 <br />MLCC&nbsp;전망은&nbsp;맑음 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;24만원&nbsp;/&nbsp;IBK증권&nbsp;김운호 <br /><br />●LG생활건강 <br />4Q20&nbsp;Review:&nbsp;어닝시즌&nbsp;위너 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;210만원&nbsp;/&nbsp;이베스트&nbsp;오린아 <br /><br />●엔씨소프트 <br />4Q20은&nbsp;숨고르기&nbsp;시기.&nbsp;일회성&nbsp;비용으로&nbsp;OP&nbsp;컨센&nbsp;미달&nbsp;전망 <br />4Q20&nbsp;실적보다&nbsp;1Q21&nbsp;신작모멘텀을&nbsp;봐야&nbsp;할&nbsp;때 <br />그러나,&nbsp;1Q21&nbsp;상당수준&nbsp;반등,&nbsp;2Q21&nbsp;대폭&nbsp;반등&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;130만원&nbsp;/&nbsp;이베스트&nbsp;성종화 <br /><br />●SK텔레콤 <br />4Q20&nbsp;Preview:&nbsp;5G&nbsp;점유율&nbsp;상승&nbsp;중 <br />본업도&nbsp;좋고&nbsp;자회사도&nbsp;좋고 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;35만원&nbsp;/&nbsp;대신증권&nbsp;김회재 <br /><br />●아모텍 <br />4분기&nbsp;실적은&nbsp;예상&nbsp;수준 <br />MLCC&nbsp;기대감&nbsp;유효.&nbsp;장기적인&nbsp;관점에서&nbsp;접근할&nbsp;필요 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;55,000원&nbsp;/&nbsp;IBK증권&nbsp;김운호 <br /><br />●CJ&nbsp;ENM <br />4Q20&nbsp;Preview:&nbsp;사상&nbsp;최대&nbsp;영업이익을&nbsp;기록할&nbsp;것 <br />4분기&nbsp;영업이익&nbsp;910억원으로&nbsp;전년동기대비&nbsp;113%&nbsp;증가 <br />콘텐츠&nbsp;판매&nbsp;네트워크,&nbsp;드라마&nbsp;제작&nbsp;역량,&nbsp;티빙&nbsp;가치&nbsp;부각 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;22만원&nbsp;/&nbsp;한투증권&nbsp;오태완 <br /><br />●에코마케팅 <br />4Q&nbsp;Preview:&nbsp;OPM&nbsp;34.0%(+4.0%p&nbsp;YoY) <br />안다르와&nbsp;지분&nbsp;교환으로&nbsp;또&nbsp;한번&nbsp;성장&nbsp;동력&nbsp;확보 <br />또&nbsp;한번&nbsp;잘하는&nbsp;것에&nbsp;집중.&nbsp;이번에는&nbsp;해외를&nbsp;기대하자 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;35,000원&nbsp;/&nbsp;하나금투&nbsp;이기훈 <br /><br />●현대건설 <br />2021년&nbsp;변화를&nbsp;기대할&nbsp;시점 <br />4Q20&nbsp;Preview:&nbsp;매출&nbsp;4.17조원,&nbsp;영업이익&nbsp;1,432억원&nbsp;전망 <br />2021년은&nbsp;실적&nbsp;턴어라운드의&nbsp;원년이&nbsp;될&nbsp;것 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;52,000원&nbsp;/&nbsp;하나금투&nbsp;윤승현 <br /><br />●연우 <br />4Q20&nbsp;Preview:&nbsp;연우에&nbsp;관심&nbsp;가져야&nbsp;하는&nbsp;연유 <br />저평가에&nbsp;실적&nbsp;턴어라운드&nbsp;기대감까지 <br />국내&nbsp;수주는&nbsp;회복&nbsp;중 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;29,000원&nbsp;/&nbsp;신영증권&nbsp;신수연 <br /><br />●이지바이오 <br />첨가제&nbsp;적용&nbsp;확대&nbsp;기대 <br />사료곡&nbsp;가격&nbsp;상승&rarr;양돈&nbsp;농가&nbsp;비용&nbsp;증가&nbsp;부담&nbsp;가중&rarr;돈가&nbsp;상승&nbsp;압박 <br />생산성&nbsp;향상이&nbsp;관건 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;1만원&nbsp;/&nbsp;대신증권&nbsp;한유정 <br /><br />●POSCO <br />4Q20&nbsp;무난한&nbsp;영업실적,&nbsp;올해&nbsp;상반기&nbsp;추가&nbsp;수익성&nbsp;개선&nbsp;기대 <br />판매량&nbsp;회복,&nbsp;스프레드&nbsp;확대로&nbsp;영업이익&nbsp;컨센서스&nbsp;부합&nbsp;예상 <br />상반기&nbsp;판매량&nbsp;회복과&nbsp;가격인상에&nbsp;따른&nbsp;수익성&nbsp;개선&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;38만원&nbsp;/&nbsp;하나금투&nbsp;박성봉 <br /><br />●카카오 <br />2021년,&nbsp;펀더멘털과&nbsp;모멘텀&nbsp;집중&nbsp;시기 <br />탄탄한&nbsp;실적&nbsp;성장이&nbsp;주가를&nbsp;견인할&nbsp;전망 <br />기대치를&nbsp;소폭&nbsp;상회하는&nbsp;4분기&nbsp;실적&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;57만원&nbsp;/&nbsp;NH증권&nbsp;안재민 <br /><br />●휴젤 <br />실적으로&nbsp;보여줄&nbsp;준비&nbsp;완료 <br />중국向&nbsp;수출&nbsp;개시에&nbsp;따른&nbsp;고성장&nbsp;전망 <br />톡신&nbsp;수출&nbsp;비중&nbsp;확대로&nbsp;우수한&nbsp;수익성&nbsp;기대 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;265,000원&nbsp;/&nbsp;NH증권&nbsp;나관준 <br /><br />●LG디스플레이 <br />가격&nbsp;상승과&nbsp;부메랑&nbsp;우려 <br />4분기&nbsp;실적&nbsp;상향,&nbsp;21년&nbsp;영업익&nbsp;소폭&nbsp;상향&nbsp;조정 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;23,000원&nbsp;/&nbsp;삼성증권&nbsp;장정훈 <br /><br />●SBS <br />이익의&nbsp;레벨업.&nbsp;4분기&nbsp;실적은&nbsp;매우&nbsp;양호할&nbsp;것 <br />TV광고판매&nbsp;회복과&nbsp;사업수익의&nbsp;기조적&nbsp;증가세,&nbsp;지난&nbsp;3분기에&nbsp;단행되었던&nbsp;대규모&nbsp;손상차손&nbsp;인식에&nbsp;따른&nbsp;효과 <br />이러한&nbsp;호실적&nbsp;기조는&nbsp;21년에도&nbsp;지속될&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;31,000원&nbsp;/&nbsp;현대차증권&nbsp;황성진 <br /><br />●유틸렉스 <br />진짜가&nbsp;나타났다.&nbsp;올해&nbsp;완전히&nbsp;바뀌는&nbsp;누구나&nbsp;인정하는&nbsp;기술의&nbsp;항암제&nbsp;기업 <br />T세포&nbsp;치료제&nbsp;&lsquo;앱비앤티&rsquo;&nbsp;2상&nbsp;첫환자&nbsp;모집&nbsp;중.&nbsp;첫&nbsp;환자부터&nbsp;탁월한&nbsp;효능&nbsp;기대 <br />NR&nbsp;/&nbsp;한양증권&nbsp;오병용 <br /><br />●에이프로 <br />2차전지와&nbsp;전력반도체의&nbsp;하모니 <br />2차전지&nbsp;활성화&nbsp;공정&nbsp;설비&nbsp;업체 <br />GaN&nbsp;기반&nbsp;전력반도체&nbsp;기술력에&nbsp;주목 <br />NR&nbsp;/&nbsp;한화증권&nbsp;최준영 <br /><br />●인터플렉스 <br />4분기&nbsp;실적은&nbsp;예상치&nbsp;하회.&nbsp;마지막&nbsp;비용&nbsp;청산 <br />2021년&nbsp;Turn&nbsp;around.&nbsp;1분기부터&nbsp;실적은&nbsp;반등할&nbsp;것 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;22,000원&nbsp;/&nbsp;IBK증권&nbsp;김운호 <br /><br />●동양생명 <br />4분기&nbsp;보험이익&nbsp;양호,&nbsp;부담&nbsp;없는&nbsp;금리&nbsp;수혜주 <br />2020F&nbsp;순이익&nbsp;1,167억원(YoY&nbsp;-23.0%,&nbsp;ROE&nbsp;4.1%)&nbsp;추정 <br />부담&nbsp;없는&nbsp;금리&nbsp;상승&nbsp;수혜주&nbsp;중&nbsp;하나 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;4,900원&nbsp;/&nbsp;하나금투&nbsp;이홍재 <br /><br />●세코닉스 <br />4분기&nbsp;실적은&nbsp;계절성에&nbsp;따라&nbsp;이전&nbsp;전망&nbsp;대비&nbsp;부진할&nbsp;전망 <br />2021년&nbsp;실적은&nbsp;Turn&nbsp;around <br />BUY&nbsp;/&nbsp;목표주가&nbsp;11,000원&nbsp;/&nbsp;IBK증권&nbsp;김운호 <br /><br />●AP시스템 <br />4분기&nbsp;실적은&nbsp;무난한&nbsp;수준.&nbsp;21년&nbsp;실적은&nbsp;상승세 <br />신규&nbsp;투자&nbsp;모멘텀은&nbsp;둔화&nbsp;국면 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;33,000원&nbsp;/&nbsp;IBK증권&nbsp;김운호 <br /><br />●이녹스첨단소재 <br />4분기&nbsp;이전&nbsp;전망&nbsp;대비&nbsp;개선.&nbsp;이유는&nbsp;신제품 <br />2021년&nbsp;성장&nbsp;지속될&nbsp;것 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;70,000원&nbsp;/&nbsp;IBK증권&nbsp;김운호</p> 【증권사의견】종목별 의견 AP시스템 동양생명 세코닉스 아모텍 에이프로 에코마케팅 엔씨소프트 유틸렉스 이녹스첨단소재 현대건설 개미날다TV https://antflying.tistory.com/250 https://antflying.tistory.com/250#entry250comment Wed, 13 Jan 2021 20:42:13 +0900 https://antflying.tistory.com/249 <p data-ke-size="size18">오늘의&nbsp;특징주&nbsp;(2021.01.13,수)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210113_203734.png" data-origin-width="843" data-origin-height="701" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/87Oaj/btqTtpM5uPK/g1vEhNGLGuYpgBAnJedn41/img.png" data-phocus="https://blog.kakaocdn.net/dn/87Oaj/btqTtpM5uPK/g1vEhNGLGuYpgBAnJedn41/img.png" data-alt="특징주"><img src="https://blog.kakaocdn.net/dn/87Oaj/btqTtpM5uPK/g1vEhNGLGuYpgBAnJedn41/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2F87Oaj%2FbtqTtpM5uPK%2Fg1vEhNGLGuYpgBAnJedn41%2Fimg.png" data-filename="20210113_203734.png" data-origin-width="843" data-origin-height="701" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>특징주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[2021년&nbsp;1월13일&nbsp;장중특징주] <br /><br />■&nbsp;한국파마,&nbsp;필룩스 <br />한국파마,&nbsp;코로나&nbsp;19&nbsp;치료제&nbsp;효과&nbsp;95%확인&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;동방,&nbsp;대영포장,&nbsp;쇼박스 <br />쿠팡&nbsp;관련주,&nbsp;美나스닥&nbsp;상장&nbsp;예비심사&nbsp;승인&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;나라엠앤디 <br />LG에너지솔루션&nbsp;주관사&nbsp;선정,&nbsp;상장&nbsp;절차&nbsp;돌입에&nbsp;상승 <br /><br />■&nbsp;PI첨단소재 <br />PI필름&nbsp;수요&nbsp;본격증가,&nbsp;빅사이클&nbsp;구간&nbsp;초입이라는&nbsp;증권가&nbsp;긍정적&nbsp;분석에&nbsp;강세 <br /><br />■&nbsp;율촌화학 <br />배터리&nbsp;소재&nbsp;국산화&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;락앤락 <br />200억&nbsp;규모&nbsp;자사주&nbsp;취득&nbsp;신탁계약&nbsp;체결에&nbsp;상승 <br /><br />■&nbsp;SK,&nbsp;SK우 <br />SK㈜와&nbsp;SK&nbsp;E&amp;S&nbsp;공동&nbsp;투자한&nbsp;미국&nbsp;플러그파워&nbsp;지분가치&nbsp;부각에&nbsp;상승 <br /><br />■&nbsp;삼성전기,&nbsp;삼성전기우 <br />MLCC&nbsp;수요회복&nbsp;기대&nbsp;및&nbsp;증권가&nbsp;저평가&nbsp;분석에&nbsp;급등 <br /><br />■&nbsp;에스제이그룹 <br />자사&nbsp;브랜드&nbsp;'캉골'의&nbsp;중국&nbsp;진출&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;덕양산업,&nbsp;디케이락,&nbsp;모토닉 <br />현대차그룹&nbsp;수소전기차로&nbsp;대전환&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;SNK <br />'최대주주변경'&nbsp;3월로&nbsp;연기&nbsp;소식에&nbsp;하락 <br /><br />■&nbsp;모베이스전자 <br />미국&nbsp;전기차&nbsp;기업&nbsp;카누&nbsp;관련주로&nbsp;카누가&nbsp;급등하며&nbsp;상승 <br /><br />■&nbsp;비비안,&nbsp;형지엘리트,&nbsp;토탈소프트 <br />이재명&nbsp;지지율&nbsp;1위&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;빅히트 <br />BTS&nbsp;빌보드&nbsp;석권&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;뉴로스 <br />중국&nbsp;국유기업&nbsp;유상증자&nbsp;결정에&nbsp;상승 <br /><br />■&nbsp;디아이씨 <br />현대차&nbsp;차세대&nbsp;전기차&nbsp;감속기&nbsp;주요&nbsp;부품&nbsp;전량&nbsp;수주&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;지니언스 <br />엔드포인트&nbsp;보안&nbsp;솔루션(EDR)&nbsp;시장&nbsp;성장&nbsp;수혜&nbsp;기대감에&nbsp;상승 <br /><br />■&nbsp;시노펙스 <br />1.3조&nbsp;원&nbsp;혈액투석기&nbsp;사업&nbsp;진출&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;삼성출판사,&nbsp;토박스코리아 <br />전세계&nbsp;유튜브&nbsp;1위&nbsp;'아기상어'&nbsp;넷플릭스&nbsp;15일&nbsp;방영&nbsp;확정&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;카페24 <br />100%&nbsp;무상증자&nbsp;결정&nbsp;소식에&nbsp;상승</p> 【특징주】 일일 특징주 뉴로스 디아이씨 비비안 빅히트 시노펙스 지니언스 카페24 토탈소프트 한국파마 형지엘리트 개미날다TV https://antflying.tistory.com/249 https://antflying.tistory.com/249#entry249comment Wed, 13 Jan 2021 20:40:10 +0900 https://antflying.tistory.com/248 <p data-ke-size="size18">오늘의&nbsp;경제뉴스&nbsp;모음&nbsp;(2021.01.12,화)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210112_225211.png" data-origin-width="990" data-origin-height="698" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/mMk2C/btqThZogDj8/CqREDxO19l8o2ZjmKMDMS0/img.png" data-phocus="https://blog.kakaocdn.net/dn/mMk2C/btqThZogDj8/CqREDxO19l8o2ZjmKMDMS0/img.png" data-alt="경제이슈,경제뉴스,증권뉴스,증권이슈,주식뉴스"><img src="https://blog.kakaocdn.net/dn/mMk2C/btqThZogDj8/CqREDxO19l8o2ZjmKMDMS0/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FmMk2C%2FbtqThZogDj8%2FCqREDxO19l8o2ZjmKMDMS0%2Fimg.png" data-filename="20210112_225211.png" data-origin-width="990" data-origin-height="698" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>경제이슈,경제뉴스,증권뉴스,증권이슈,주식뉴스</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>2021년 1월 12일(화) &nbsp;주요이슈점검 <br />●&nbsp;뉴욕증시,&nbsp;1/11(현지시간)&nbsp;美정국&nbsp;혼란&nbsp;및&nbsp;기술기업&nbsp;규제&nbsp;우려&nbsp;등에&nbsp;하락&hellip;&nbsp;다우&nbsp;-89.28(-0.29%)&nbsp;31,008.69,&nbsp;나스닥&nbsp;-165.55(-1.25%)&nbsp;13,036.43,&nbsp;S&amp;P500&nbsp;3,799.61(-0.66%),&nbsp;필라델피아반도체&nbsp;2,969.92(+1.14%) <br />●&nbsp;국제유가($,배럴),&nbsp;달러&nbsp;강세에도&nbsp;산유국의&nbsp;생산량&nbsp;감축&nbsp;효과&nbsp;기대감&nbsp;지속&nbsp;등에&nbsp;강보합...&nbsp;WTI&nbsp;+0.01(+0.02%)&nbsp;52.25,&nbsp;브렌트유&nbsp;-0.33(-0.59%)&nbsp;55.66 <br />●&nbsp;국제금($,온스),&nbsp;美&nbsp;증시&nbsp;하락&nbsp;등에&nbsp;상승...&nbsp;Gold&nbsp;+15.40(+0.84%)&nbsp;1,850.80 <br />●&nbsp;달러&nbsp;index,&nbsp;美&nbsp;국채수익률&nbsp;급등&nbsp;등에&nbsp;강세...&nbsp;+0.40(+0.45%)&nbsp;90.50 <br />●&nbsp;역외환율(원/달러),&nbsp;-2.23(-0.20%)&nbsp;1,097.39 <br />●&nbsp;유럽증시,&nbsp;영국(-1.09%),&nbsp;독일(-0.80%),&nbsp;프랑스(-0.78%) <br />●&nbsp;美&nbsp;12월&nbsp;고용추세지수&nbsp;99.01&hellip;전월&nbsp;대비&nbsp;하락 <br />●&nbsp;애틀랜타&nbsp;연은&nbsp;총재&nbsp;"올해&nbsp;채권매입&nbsp;테이퍼링&nbsp;생각&nbsp;열려있어" <br />●&nbsp;뉴욕&nbsp;연은&nbsp;"소비자&nbsp;물가&nbsp;상승&nbsp;기대&nbsp;올라가" <br />●&nbsp;크레딧스위스&nbsp;"미&nbsp;경제,&nbsp;올해&nbsp;말&nbsp;팬데믹&nbsp;전&nbsp;수준으로&nbsp;회복될&nbsp;것" <br />●&nbsp;건들락&nbsp;"인플레&nbsp;5~6월&nbsp;3%&nbsp;달할&nbsp;수도&hellip;게임체인저&nbsp;될&nbsp;것" <br />●&nbsp;USTR&nbsp;대표&nbsp;"대중국&nbsp;관세&nbsp;되돌리지&nbsp;말라"&hellip;바이든에&nbsp;조언 <br />●&nbsp;달러인덱스&nbsp;3주래&nbsp;최고&hellip;TD증권&nbsp;"더&nbsp;오를&nbsp;수&nbsp;있어" <br />●&nbsp;WSJ&nbsp;"미&nbsp;의회&nbsp;난동사태에&nbsp;대형&nbsp;기술주&nbsp;규제&nbsp;더&nbsp;심해질&nbsp;것" <br />●&nbsp;트럼프&nbsp;계정&nbsp;영구&nbsp;중단한&nbsp;트위터&hellip;개장전&nbsp;주가&nbsp;8%&nbsp;급락 <br />●&nbsp;미&nbsp;기업들,&nbsp;정치권&nbsp;돈줄&nbsp;끊기&nbsp;선언&hellip;공화&nbsp;겨냥&nbsp;기부&nbsp;중단&nbsp;확산 <br />●&nbsp;BOE&nbsp;위원&nbsp;"마이너스&nbsp;금리&nbsp;정책&nbsp;도구에&nbsp;있어" <br />●&nbsp;영국&nbsp;당국&nbsp;"모든&nbsp;돈&nbsp;잃을&nbsp;준비&nbsp;해라"&hellip;비트코인&nbsp;등&nbsp;암호화폐&nbsp;'직격' <br />●&nbsp;비트코인,&nbsp;11%&nbsp;급락&hellip;가상화폐&nbsp;1천700억&nbsp;달러&nbsp;증발 <br />●&nbsp;금융위&nbsp;"공매도&nbsp;금지&nbsp;3월&nbsp;15일&nbsp;종료&hellip;제도개선&nbsp;계획" <br />●&nbsp;문재인&nbsp;대통령&nbsp;"전국민&nbsp;백신&nbsp;무료&nbsp;접종" <br />●&nbsp;낮부터&nbsp;기온&nbsp;회복&hellip;미세먼지는&nbsp;'나쁨&nbsp;수준' <br /><br />[기업/산업] <br />●&nbsp;아마존&nbsp;손잡은&nbsp;최태원,&nbsp;정용진까지&nbsp;가세 <br />●&nbsp;'그린뉴딜'이&nbsp;부른&nbsp;수요&nbsp;폭증&hellip;LNG가격,&nbsp;1년새&nbsp;5&rarr;21달러로 <br />●&nbsp;LNG값&nbsp;뛰는데&nbsp;발전비중&nbsp;늘려&hellip;전기료&nbsp;급등할&nbsp;수도 <br />●&nbsp;삼성SDI,&nbsp;테슬라&nbsp;손잡고&nbsp;ESS&nbsp;1위&nbsp;굳힌다 <br />●&nbsp;"애플과&nbsp;손&nbsp;잡는다고?"&nbsp;현대차&nbsp;시총&nbsp;4위로&nbsp;점프 <br />●&nbsp;가스公&nbsp;'수소공사'로&nbsp;탈바꿈&nbsp;선언&hellip;"수소경제&nbsp;선도" <br />●&nbsp;접촉사고에도&nbsp;뜸&middot;경락&middot;부황&middot;약침까지&hellip;보험사&nbsp;'한숨' <br />●&nbsp;4대&nbsp;시중銀&nbsp;내달까지&nbsp;26개&nbsp;점포&nbsp;축소 <br />●&nbsp;대한항공,&nbsp;아시아나&nbsp;현장실사&hellip;"연내&nbsp;통합" <br />●&nbsp;대한항공,&nbsp;화물&nbsp;덕에&nbsp;영업익&nbsp;2천억원&nbsp;올렸다 <br />●&nbsp;삼성전자,&nbsp;CES서&nbsp;'보다&nbsp;나은&nbsp;일상'&nbsp;주제로&nbsp;AI&middot;IoT&nbsp;가전&middot;로봇&nbsp;소개 <br />●&nbsp;애&nbsp;봐주고&nbsp;업무관리&hellip;나만의&nbsp;AI비서&nbsp;나온다 <br />●&nbsp;인텔&nbsp;AI&nbsp;칩&middot;라이다&middot;3D&nbsp;센서&nbsp;탑재&hellip;자율車&nbsp;기술&nbsp;장착한&nbsp;로봇청소기 <br />●&nbsp;상소문처럼&nbsp;펼쳐지는&nbsp;LG&nbsp;'롤러블폰'&nbsp;공개&hellip;찬사&nbsp;쏟아졌다 <br />●&nbsp;LGD&nbsp;'투명&nbsp;OLED'&hellip;건너편&nbsp;벽까지&nbsp;보인다 <br />●&nbsp;운전대는&nbsp;필요할&nbsp;때&nbsp;꺼내고&hellip;전기&nbsp;신호로&nbsp;車제어 <br />●&nbsp;구자균&nbsp;회장&nbsp;"LS일렉트릭은&nbsp;글로벌&nbsp;디지털&nbsp;기업" <br />●&nbsp;두산인프라코어&nbsp;굴착기,&nbsp;작년&nbsp;中&nbsp;판매&nbsp;10년래&nbsp;최대 <br />●&nbsp;한화&nbsp;新&nbsp;협동로봇&hellip;케이블&nbsp;없이&nbsp;다른&nbsp;장비와&nbsp;연동 <br />●&nbsp;현대중공업그룹,&nbsp;2880억&nbsp;규모&nbsp;배&nbsp;3척&nbsp;수주 <br />●&nbsp;이재용&middot;준법위&nbsp;면담&nbsp;정례화 <br />●&nbsp;한컴그룹,&nbsp;홈서비스&nbsp;로봇&middot;드론&nbsp;등&nbsp;비대면&nbsp;신기술&nbsp;선보여 <br />●&nbsp;ETRI,&nbsp;1초에&nbsp;40조번&nbsp;계산하는&nbsp;AI&nbsp;반도체 <br />●&nbsp;연말정산&middot;국민신문고&nbsp;민원&nbsp;때&nbsp;패스&middot;카카오&nbsp;민간&nbsp;전자서명&nbsp;쓴다 <br />●&nbsp;롯데케미칼&nbsp;쑥쑥&nbsp;크는&nbsp;비밀병기&hellip;유리같은&nbsp;의료용&nbsp;투명&nbsp;플라스틱 <br />●&nbsp;폐비닐&nbsp;연료로&nbsp;때는&nbsp;세계&nbsp;첫&nbsp;플라스마&nbsp;발전소&nbsp;4월&nbsp;가동 <br />●&nbsp;엘앤씨바이오,&nbsp;中&nbsp;화장품&nbsp;임상대행&nbsp;시장&nbsp;진출 <br />●&nbsp;밀키트&nbsp;매출&nbsp;2년&nbsp;새&nbsp;10배&nbsp;'초고속&nbsp;성장'&hellip;마이셰프&nbsp;"올해는&nbsp;글로벌&nbsp;시장&nbsp;정조준" <br />●&nbsp;단체급식&nbsp;불황&nbsp;이겨낸&nbsp;CJ프레시웨이&hellip;비결은&nbsp;'반조리&nbsp;식품' <br />●&nbsp;용마로지스,&nbsp;의약품&middot;백신&nbsp;정온&nbsp;배송시스템&nbsp;갖췄다 <br />●&nbsp;美FDA,&nbsp;크리스탈지노믹스&nbsp;항암&nbsp;신약&nbsp;희귀의약품&nbsp;지정 <br />●&nbsp;레이저&nbsp;스캐너&nbsp;특허분쟁서&nbsp;글로벌&nbsp;기업&nbsp;누른&nbsp;오토닉스 <br />●&nbsp;지갑&nbsp;연&nbsp;IT&nbsp;부자들&hellip;현대百&nbsp;판교점&nbsp;매출&nbsp;1조 <br />●&nbsp;황소장에&nbsp;나홀로&nbsp;우는&nbsp;'박스피'&nbsp;상품들 <br />●&nbsp;'9만전자'&nbsp;주역은&nbsp;주식&nbsp;초보&nbsp;'포모族' <br />●&nbsp;"올해&nbsp;기대해도&nbsp;좋다"&hellip;RBC가&nbsp;꼽은&nbsp;최고&nbsp;유망&nbsp;주식은? <br />●&nbsp;와이더플래닛&nbsp;"AI&middot;빅데이터로&nbsp;맞춤형&nbsp;광고" <br />●&nbsp;활황장에&nbsp;웃지&nbsp;못하는&nbsp;PEF&hellip;"자금회수&nbsp;기회?&nbsp;매물&nbsp;값도&nbsp;치솟네" <br />●&nbsp;쿠팡,&nbsp;나스닥&nbsp;상장&nbsp;예심&nbsp;통과 <br />●&nbsp;"목표가&nbsp;또&nbsp;올려야&nbsp;하나"&hellip;주가&nbsp;폭등에&nbsp;괴로운&nbsp;애널리스트 <br />●&nbsp;'바이든&nbsp;시대'&nbsp;ESG로&nbsp;몰리는&nbsp;돈 <br />●&nbsp;사모펀드&nbsp;운용사&nbsp;KKR,&nbsp;아&middot;태&nbsp;인프라펀드&nbsp;결성 <br />●&nbsp;거래대금&nbsp;64조&nbsp;사상최대&hellip;증권株&nbsp;함박웃음 <br />●&nbsp;코스피&nbsp;대형주&nbsp;거래&nbsp;비중&nbsp;74%&hellip;작년&nbsp;3월&nbsp;이후&nbsp;최대 <br />●&nbsp;한국&nbsp;시총&nbsp;30위내&nbsp;IT&nbsp;비중,&nbsp;20년새&nbsp;25%&rarr;63% <br />●&nbsp;배달의민족&nbsp;키운&nbsp;'IMM인베'&nbsp;8천억&nbsp;펀드&nbsp;결성 <br />●&nbsp;니오&nbsp;'꿈의&nbsp;배터리'&nbsp;선보여&hellip;서학개미&nbsp;사이서&nbsp;인기급증 <br />●&nbsp;5G&nbsp;호조에&nbsp;SK텔레콤&nbsp;탄력 <br />●&nbsp;한국에&nbsp;7700억원&nbsp;쏟아부은&nbsp;넷플릭스,&nbsp;제작자&nbsp;줄서&hellip;'콘텐츠&nbsp;블랙홀'&nbsp;급부상 <br />●&nbsp;디즈니&middot;애플도&nbsp;연내&nbsp;상륙&hellip;토종&nbsp;OTT업체들&nbsp;반격&nbsp;채비 <br /><br />[경제/증시/부동산] <br />●&nbsp;"나만&nbsp;주식&nbsp;없을라"&hellip;개인&nbsp;4.5兆&nbsp;폭풍&nbsp;매수 <br />●&nbsp;"주식&nbsp;안&nbsp;하면&nbsp;바보&nbsp;된다"&hellip;전세금까지&nbsp;베팅하는&nbsp;개미들 <br />●&nbsp;롤러코스터&nbsp;코스피&hellip;하루&nbsp;변동폭&nbsp;170P <br />●&nbsp;"亞&nbsp;증시&nbsp;과열&hellip;우려스러운&nbsp;신호" <br />●&nbsp;금감원&nbsp;"코스피&nbsp;3300되면&nbsp;과열"&nbsp;이례적&nbsp;증시보고서 <br />●&nbsp;'개인&nbsp;빚투'&nbsp;과열&nbsp;우려에&hellip;은행들&nbsp;불러모아&nbsp;당부한&nbsp;금감원 <br />●&nbsp;개미&nbsp;'공매도&nbsp;금지&nbsp;연장'&nbsp;목소리&nbsp;키우자&hellip;당국&nbsp;불끄기&nbsp;나서 <br />●&nbsp;한국만&nbsp;세금&nbsp;역주행&hellip;법인세&nbsp;부담&nbsp;3년새&nbsp;24조원&nbsp;늘었다 <br />●&nbsp;세금&middot;규제&nbsp;발&nbsp;묶여&hellip;年매출&nbsp;20%&nbsp;증가&nbsp;고성장社,&nbsp;10년동안&nbsp;3100여개&nbsp;사라져 <br />●&nbsp;韓&nbsp;작년&nbsp;1인당&nbsp;국민소득&hellip;G7&nbsp;이탈리아&nbsp;추월한&nbsp;듯 <br />●&nbsp;'소상공인&middot;中企&nbsp;대출'&nbsp;110조,&nbsp;만기&nbsp;6개월&nbsp;또&nbsp;연장 <br /><br />[정치/사회/국내&nbsp;기타] <br />●&nbsp;문재인&nbsp;대통령의&nbsp;침묵&hellip;더&nbsp;쪼그라든&nbsp;이낙연&nbsp;'사면론' <br />●&nbsp;'경제'&nbsp;29번&nbsp;언급한&nbsp;문&nbsp;대통령&hellip;"상반기&nbsp;중&nbsp;코로나&nbsp;前&nbsp;수준&nbsp;회복&nbsp;목표" <br />●&nbsp;이란서&nbsp;면박만&nbsp;당한&nbsp;최종건&nbsp;외교차관 <br />●&nbsp;"방사성&nbsp;물질&nbsp;다량&nbsp;유출?"&hellip;'월성&nbsp;원전&nbsp;괴담'&nbsp;반박&nbsp;나선&nbsp;한수원 <br />●&nbsp;"콩가루&nbsp;집안이냐"&hellip;'안철수&nbsp;모시기'에&nbsp;발끈한&nbsp;김종인 <br />●&nbsp;국민의힘&nbsp;뒤늦게&hellip;"중대재해법&nbsp;합의한&nbsp;적&nbsp;없다" <br />●&nbsp;'코로나&nbsp;이익공유제'&nbsp;꺼낸&nbsp;與&hellip;또&nbsp;기업&nbsp;옥죄나 <br />●&nbsp;자녀교육&nbsp;7천&middot;결혼&nbsp;1억&hellip;은퇴후가&nbsp;두려운&nbsp;金부장 <br />●&nbsp;양파값&nbsp;58%&nbsp;사과&nbsp;54%&nbsp;쌀&nbsp;19%&uarr;&hellip;"샐러드가&nbsp;졸지에&nbsp;황제식단&nbsp;됐네" <br />●&nbsp;北,&nbsp;노골적&nbsp;무시에도&hellip;문재인&nbsp;대통령&nbsp;"대화"&nbsp;되풀이 <br />●&nbsp;與,&nbsp;김정은&nbsp;서울&nbsp;답방&nbsp;'고대'&hellip;윤건영&nbsp;이어&nbsp;설훈도&nbsp;언급 <br />●&nbsp;김정은&nbsp;'당&nbsp;총비서'&nbsp;올라&hellip;김일성&middot;김정일과&nbsp;'동급' <br />●&nbsp;金,&nbsp;인민복&nbsp;다시&nbsp;입고&nbsp;당결속&nbsp;다져&hellip;비서국&nbsp;부활,&nbsp;사회주의&nbsp;체제&nbsp;강화 <br />●&nbsp;금융&middot;유흥업엔&nbsp;'착한임대&nbsp;稅혜택'&nbsp;안준다 <br />●&nbsp;소부장&nbsp;으뜸기업&nbsp;22社&nbsp;선정&hellip;정부&nbsp;4천억&nbsp;+&nbsp;알파&nbsp;지원사격 <br />●&nbsp;제주남단&nbsp;항공관제권,&nbsp;日서&nbsp;韓으로&nbsp;옮겨온다 <br />●&nbsp;위안부&nbsp;피해&nbsp;할머니&nbsp;2차&nbsp;손배소&nbsp;선고&nbsp;연기 <br />●&nbsp;버팀목자금&nbsp;첫날&nbsp;90만&nbsp;건&nbsp;신청&hellip;최대&nbsp;300만원&nbsp;지급&nbsp;개시 <br />●&nbsp;'1인당&nbsp;10만원'&nbsp;설&nbsp;재난지원금&nbsp;주는&nbsp;지자체는&nbsp;어디? <br />●&nbsp;수험생&nbsp;줄어&hellip;주요대&nbsp;정시&nbsp;경쟁률&nbsp;줄하락 <br />●&nbsp;남양주&nbsp;산란계&nbsp;농장서&nbsp;고병원성&nbsp;AI&nbsp;의심&nbsp;신고</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>1월 12일 화요일 간추린 뉴스입니다. <br /><br />■&nbsp;문재인&nbsp;대통령이&nbsp;신년사에서&nbsp;모든&nbsp;국민에게&nbsp;코로나19&nbsp;무료&nbsp;백신&nbsp;접종이&nbsp;다음&nbsp;달&nbsp;시작된다고&nbsp;밝혔습니다.&nbsp;또,&nbsp;치료제와&nbsp;백신&nbsp;개발로&nbsp;올해&nbsp;위기를&nbsp;벗어나&nbsp;도약할&nbsp;것이라며,&nbsp;코로나19&nbsp;위기로&nbsp;깊어진&nbsp;양극화&nbsp;극복을&nbsp;위한&nbsp;'포용'&nbsp;정책을&nbsp;강조했습니다.&nbsp; <br /><br />■&nbsp;수천&nbsp;명&nbsp;대면&nbsp;예배로&nbsp;방역&nbsp;수칙을&nbsp;어겨&nbsp;운영&nbsp;중단&nbsp;명령을&nbsp;받은&nbsp;부산&nbsp;세계로교회가&nbsp;또&nbsp;대면예배를&nbsp;강행해&nbsp;폐쇄&nbsp;명령을&nbsp;받자&nbsp;소송에&nbsp;들어갔습니다.&nbsp;방역&nbsp;당국의&nbsp;수차례&nbsp;경고에도&nbsp;대면예배를&nbsp;강행해&nbsp;30명이&nbsp;넘는&nbsp;환자가&nbsp;나온&nbsp;경남&nbsp;진주의&nbsp;국제기도원도&nbsp;시설&nbsp;폐쇄됐습니다.&nbsp; <br /><br />■&nbsp;경북&nbsp;상주에&nbsp;있는&nbsp;개신교&nbsp;단체&nbsp;인터콥선교회가&nbsp;운영하는&nbsp;BTJ열방센터&nbsp;관련&nbsp;환자가&nbsp;이어지면서&nbsp;안정세로&nbsp;돌아선&nbsp;코로나19&nbsp;확산세&nbsp;진정에&nbsp;찬물을&nbsp;끼얹고&nbsp;있습니다.&nbsp;전국에서&nbsp;5백&nbsp;명&nbsp;넘는&nbsp;환자가&nbsp;쏟아졌지만,&nbsp;아직&nbsp;진단검사를&nbsp;받은&nbsp;사람&nbsp;수는&nbsp;전체의&nbsp;30%밖에&nbsp;안&nbsp;됩니다.&nbsp; <br /><br />■&nbsp;극심한&nbsp;학대&nbsp;끝에&nbsp;숨진&nbsp;16개월&nbsp;정인이&nbsp;양부모에&nbsp;대한&nbsp;재판이&nbsp;내일&nbsp;시작되는데&nbsp;검찰이&nbsp;부검의에게&nbsp;의뢰한&nbsp;사망&nbsp;원인&nbsp;재감정&nbsp;결과가&nbsp;나왔습니다.&nbsp;검찰은&nbsp;이&nbsp;내용과&nbsp;의사회의&nbsp;소견&nbsp;등을&nbsp;바탕으로&nbsp;살인죄를&nbsp;적용할지&nbsp;결정할&nbsp;예정입니다.&nbsp; <br /><br />■&nbsp;혹한&nbsp;속에&nbsp;5살&nbsp;여자아이가&nbsp;내복&nbsp;차림으로&nbsp;길에서&nbsp;발견된&nbsp;지&nbsp;며칠이&nbsp;안&nbsp;지나&nbsp;근처에서&nbsp;비슷한&nbsp;사건이&nbsp;또&nbsp;발생했습니다.&nbsp;경찰은&nbsp;내복&nbsp;차림인&nbsp;6살&nbsp;딸을&nbsp;집&nbsp;밖으로&nbsp;내쫓은&nbsp;20대&nbsp;친모를&nbsp;아동복지법&nbsp;위반&nbsp;혐의로&nbsp;불구속&nbsp;입건해&nbsp;조사하고&nbsp;있습니다.&nbsp; <br /><br />■&nbsp;일본&nbsp;수도권&nbsp;일부&nbsp;지역에&nbsp;발령된&nbsp;코로나19&nbsp;긴급사태가&nbsp;서일본&nbsp;중심지인&nbsp;오사카&nbsp;등으로&nbsp;확대될&nbsp;것으로&nbsp;보입니다.&nbsp;이르면&nbsp;내일(13일)&nbsp;오사카와&nbsp;교토,&nbsp;효고&nbsp;등&nbsp;간사이&nbsp;지역&nbsp;3개&nbsp;광역자치단체에도&nbsp;긴급사태를&nbsp;발령하는&nbsp;방안을&nbsp;논의&nbsp;중입니다.&nbsp;현재&nbsp;긴급사태는&nbsp;수도&nbsp;도쿄를&nbsp;포함해&nbsp;수도권&nbsp;4개&nbsp;광역자치단체에&nbsp;발령돼&nbsp;있습니다.&nbsp; <br /><br />■&nbsp;미국&nbsp;민주당&nbsp;하원&nbsp;의원들이&nbsp;내란&nbsp;선동&nbsp;혐의로&nbsp;트럼프&nbsp;대통령에&nbsp;대한&nbsp;탄핵&nbsp;결의안을&nbsp;발의했습니다.&nbsp;민주당은&nbsp;펜스&nbsp;부통령이&nbsp;수정헌법&nbsp;25조를&nbsp;발동해&nbsp;대통령의&nbsp;직무를&nbsp;박탈하도록&nbsp;하는&nbsp;결의안도&nbsp;제안했습니다.&nbsp; <br /><br />■&nbsp;북한&nbsp;김정은&nbsp;위원장을&nbsp;노동당&nbsp;총비서로&nbsp;추대돼&nbsp;최고지도자임을&nbsp;재확인했는데,&nbsp;김여정&nbsp;제1부부장은&nbsp;정치국&nbsp;후보&nbsp;위원에도&nbsp;탈락해&nbsp;배경이&nbsp;주목됩니다.&nbsp;북한은&nbsp;또&nbsp;석&nbsp;달&nbsp;만에&nbsp;심야&nbsp;시간&nbsp;열병식을&nbsp;열었는데,&nbsp;당&nbsp;대회에서&nbsp;국방력&nbsp;강화를&nbsp;강조한&nbsp;터라,&nbsp;당국이&nbsp;배경을&nbsp;분석하고&nbsp;있습니다.&nbsp; <br /><br />■&nbsp;세계&nbsp;최대&nbsp;가전축제&nbsp;CES,&nbsp;국제가전박람회가&nbsp;어젯밤&nbsp;개막했습니다.&nbsp;올해는&nbsp;CES&nbsp;역사상&nbsp;처음으로&nbsp;비대면으로&nbsp;열리는데,&nbsp;코로나19&nbsp;이후&nbsp;떠오를&nbsp;이른바&nbsp;'보복&nbsp;소비&nbsp;시장'을&nbsp;겨냥해&nbsp;기업들이&nbsp;치열한&nbsp;기술&nbsp;경쟁을&nbsp;예고했습니다.&nbsp;이미&nbsp;시장에서는&nbsp;코로나19로&nbsp;억눌렸던&nbsp;소비가&nbsp;한꺼번에&nbsp;폭발하는&nbsp;이른바&nbsp;'보복&nbsp;소비'가&nbsp;시작된&nbsp;것으로&nbsp;보고&nbsp;있습니다.&nbsp; <br /><br />■&nbsp;가습기&nbsp;살균제를&nbsp;판매하면서&nbsp;안전성&nbsp;확인&nbsp;의무&nbsp;등을&nbsp;소홀히&nbsp;한&nbsp;혐의로&nbsp;재판에&nbsp;넘겨진&nbsp;SK케미칼&nbsp;전&nbsp;대표와&nbsp;애경산업&nbsp;전&nbsp;대표의&nbsp;1심&nbsp;선고가&nbsp;오늘&nbsp;내려집니다.&nbsp;앞서&nbsp;검찰은&nbsp;이들에게&nbsp;금고&nbsp;5년을&nbsp;각각&nbsp;구형했습니다.&nbsp; <br /><br />■&nbsp;동물을&nbsp;잔인하게&nbsp;학대하는&nbsp;영상과&nbsp;사진을&nbsp;공유하는&nbsp;카카오톡&nbsp;단체채팅방이&nbsp;등장해&nbsp;공분을&nbsp;사고&nbsp;있습니다.&nbsp;동물보호단체들은&nbsp;강력한&nbsp;처벌을&nbsp;요구하고&nbsp;있는데요.&nbsp;'검은&nbsp;고양이&nbsp;사냥'&nbsp;사진을&nbsp;올려서&nbsp;논란이&nbsp;된&nbsp;한&nbsp;채팅방&nbsp;참여자는&nbsp;엽총과&nbsp;활을&nbsp;소지하고&nbsp;다니면서&nbsp;개,&nbsp;고양이부터&nbsp;너구리까지&nbsp;닥치는&nbsp;대로&nbsp;동물을&nbsp;살해해온&nbsp;것으로&nbsp;알려졌습니다.&nbsp; <br /><br />■&nbsp;성희롱과&nbsp;소수자&nbsp;혐오,&nbsp;개인정보&nbsp;유출&nbsp;논란을&nbsp;일으킨&nbsp;인공지능&nbsp;챗봇&nbsp;'이루다'&nbsp;개발사가&nbsp;어제&nbsp;결국&nbsp;서비스를&nbsp;중단하기로&nbsp;했는데요.&nbsp;이번&nbsp;사태를&nbsp;계기로&nbsp;AI&nbsp;윤리에&nbsp;대한&nbsp;사회적&nbsp;합의를&nbsp;마련하자는&nbsp;목소리가&nbsp;커지고&nbsp;있습니다.&nbsp;인간의&nbsp;편향된&nbsp;대화와&nbsp;편향된&nbsp;대화를&nbsp;학습한&nbsp;AI의&nbsp;혐오,&nbsp;인공지능&nbsp;챗봇&nbsp;'이루다'가&nbsp;던진&nbsp;묵직한&nbsp;질문과&nbsp;AI&nbsp;윤리&nbsp;논란은&nbsp;계속&nbsp;이어질&nbsp;것으로&nbsp;보입니다.&nbsp; <br /><br />■&nbsp;코로나&nbsp;위기&nbsp;이후&nbsp;일부&nbsp;업종의&nbsp;경우&nbsp;호황에&nbsp;수익이&nbsp;크게&nbsp;늘어난&nbsp;것을&nbsp;두고&nbsp;'코로나&nbsp;승자'&nbsp;라고&nbsp;하는데요.&nbsp;이&nbsp;코로나&nbsp;승자의&nbsp;이익을&nbsp;사회적으로&nbsp;공유하자는&nbsp;제안이&nbsp;정치권에서&nbsp;제기되고&nbsp;있습니다.&nbsp;자발성을&nbsp;유도하기&nbsp;위해선&nbsp;'착한&nbsp;임대인'&nbsp;제도처럼&nbsp;세액&nbsp;공제를&nbsp;해주는&nbsp;등&nbsp;인센티브를&nbsp;주는&nbsp;방안이&nbsp;거론됩니다.&nbsp;감염병&nbsp;등으로&nbsp;인한&nbsp;소상공인과&nbsp;자영업자의&nbsp;영업손실을&nbsp;제도적으로&nbsp;보상하는&nbsp;방안도&nbsp;검토되고&nbsp;있습니다.&nbsp; <br /><br />■&nbsp;금융위는&nbsp;"코로나19로&nbsp;인한&nbsp;한시적&nbsp;공매도&nbsp;금지&nbsp;조치는&nbsp;3월&nbsp;15일&nbsp;종료될&nbsp;예정"이라고&nbsp;설명했습니다.&nbsp;그러면서&nbsp;"3월&nbsp;공매도&nbsp;재개를&nbsp;목표로&nbsp;불법&nbsp;공매도&nbsp;처벌&nbsp;강화,&nbsp;시장&nbsp;조성자&nbsp;제도&nbsp;개선,&nbsp;개인의&nbsp;공매도&nbsp;접근성&nbsp;제고&nbsp;등&nbsp;제도&nbsp;개선을&nbsp;마무리해&nbsp;나갈&nbsp;계획"이라고&nbsp;강조했습니다.&nbsp; <br /><br />■&nbsp;새해&nbsp;들어&nbsp;급등하던&nbsp;코스피가&nbsp;어제는&nbsp;크게&nbsp;출렁거리다&nbsp;소폭&nbsp;하락&nbsp;마감했습니다.&nbsp;기관과&nbsp;외국인들이&nbsp;내놓은&nbsp;엄청난&nbsp;물량을&nbsp;개인투자자들이&nbsp;계속&nbsp;쓸어&nbsp;담으면서&nbsp;종일&nbsp;팽팽했는데요.&nbsp;개인이&nbsp;하루에&nbsp;순매수한&nbsp;금액만&nbsp;4조&nbsp;원을&nbsp;훌쩍&nbsp;넘어&nbsp;기록을&nbsp;새로&nbsp;썼습니다.&nbsp;과열&nbsp;우려가&nbsp;커지는&nbsp;가운데&nbsp;금융당국은&nbsp;신용대출을&nbsp;포함한&nbsp;가계부채&nbsp;상황을&nbsp;긴급&nbsp;점검했습니다.&nbsp; <br /><br />■&nbsp;경기도가&nbsp;설&nbsp;명절을&nbsp;앞두고&nbsp;모든&nbsp;도민에게&nbsp;2차&nbsp;재난지원금을&nbsp;지급할&nbsp;것으로&nbsp;예상됩니다.&nbsp;이재명&nbsp;경기지사가&nbsp;재난지원금&nbsp;보편지급을&nbsp;주장해온&nbsp;가운데&nbsp;도의회가&nbsp;'도민&nbsp;1인당&nbsp;10만원&nbsp;지급'을&nbsp;경기도에&nbsp;공식&nbsp;건의했습니다.&nbsp;재난지원금은&nbsp;지난해&nbsp;4월&nbsp;1차&nbsp;때와&nbsp;마찬가지로&nbsp;지역화폐나&nbsp;신용카드를&nbsp;함께&nbsp;사용하는&nbsp;방안이&nbsp;유력하게&nbsp;검토되고&nbsp;있습니다.&nbsp; <br /><br />■&nbsp;투자은행업계에&nbsp;따르면&nbsp;쿠팡이&nbsp;주관사인&nbsp;골드만삭스를&nbsp;통해&nbsp;나스닥&nbsp;상장에&nbsp;앞선&nbsp;예비심사를&nbsp;통과한&nbsp;것으로&nbsp;알려졌습니다.&nbsp;지난&nbsp;7일에는&nbsp;블룸버그&nbsp;통신에서&nbsp;쿠팡이&nbsp;IPO를&nbsp;준비하고&nbsp;있다는&nbsp;보도가&nbsp;나오기도&nbsp;했는데요.&nbsp;예비심사를&nbsp;통과하면&nbsp;사실상&nbsp;9부&nbsp;능선을&nbsp;넘은&nbsp;거라,&nbsp;이르면&nbsp;오는&nbsp;3월&nbsp;나스닥&nbsp;상장이&nbsp;가능할&nbsp;것이라는&nbsp;전망이&nbsp;나옵니다&nbsp; <br /><br />■&nbsp;한&nbsp;주류업체가&nbsp;자사&nbsp;제품의&nbsp;대표&nbsp;소주를&nbsp;16.9도에서&nbsp;16.5도로&nbsp;0.4도&nbsp;낮춘다고&nbsp;밝혔습니다.&nbsp;16.5도는&nbsp;현재&nbsp;시판&nbsp;소주&nbsp;제품&nbsp;가운데&nbsp;가장&nbsp;낮은&nbsp;수준이라는데요.&nbsp;소주&nbsp;도수를&nbsp;낮춘&nbsp;업체&nbsp;측은&nbsp;"코로나19에&nbsp;따른&nbsp;혼술,&nbsp;홈술의&nbsp;증가로&nbsp;순한&nbsp;소주를&nbsp;원하는&nbsp;소비자&nbsp;트렌드에&nbsp;맞췄다"고&nbsp;말했다고&nbsp;합니다.&nbsp; <br /><br />■&nbsp;한국농수산식품유통공사에&nbsp;따르면&nbsp;지난&nbsp;7일&nbsp;기준&nbsp;쌀&nbsp;20㎏&nbsp;평균&nbsp;도매가격은&nbsp;전년&nbsp;동기&nbsp;대비&nbsp;20%&nbsp;가까운&nbsp;19.4%&nbsp;올라&nbsp;5만&nbsp;6240원을&nbsp;기록했다고&nbsp;합니다.&nbsp;쌀&nbsp;재배면적이&nbsp;줄어드는&nbsp;추세인데다&nbsp;지난해&nbsp;여름&nbsp;긴&nbsp;장마와&nbsp;집중호우&nbsp;등으로&nbsp;작황이&nbsp;부진한&nbsp;영향&nbsp;때문이라고&nbsp;합니다.&nbsp; <br /><br />■&nbsp;언론과&nbsp;평단의&nbsp;호평을&nbsp;받고&nbsp;있는&nbsp;영화&nbsp;'미나리'의&nbsp;배우&nbsp;윤여정&nbsp;씨가&nbsp;뉴욕&nbsp;비평가협회와&nbsp;미국&nbsp;여성&nbsp;영화기자협회,&nbsp;그리고&nbsp;선셋&nbsp;필름&nbsp;서클&nbsp;어워즈까지&nbsp;여덟&nbsp;개의&nbsp;미국&nbsp;연기상을&nbsp;받는&nbsp;대기록을&nbsp;세웠습니다.&nbsp;또,&nbsp;영화&nbsp;'미나리'는&nbsp;샌디에이고&nbsp;비평가협회&nbsp;여우조연상과&nbsp;각본상&nbsp;등에&nbsp;노미네이트되면서&nbsp;오스카&nbsp;입성&nbsp;가능성을&nbsp;더욱&nbsp;높이고&nbsp;있다고&nbsp;합니다. </p> 【경제뉴스】 일일이슈 개장뉴스 개장전뉴스 경제뉴스 경제상황 경제이슈 경제테마 주식교육 주식뉴스 주식정보 증시이슈 개미날다TV https://antflying.tistory.com/248 https://antflying.tistory.com/248#entry248comment Tue, 12 Jan 2021 22:54:59 +0900 https://antflying.tistory.com/247 <p data-ke-size="size18">상승률&nbsp;TOP&nbsp;30&nbsp;(2021.01.12,화)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p data-ke-size="size18">&nbsp;1월 12일 상승률 TOP30 <br /><br />&nbsp; <br /><br />1.&nbsp;선익시스템(30%)&nbsp;:&nbsp;소부장&nbsp;으뜸기업&nbsp;선정&nbsp;속&nbsp;LG&nbsp;롤러블&nbsp;폰&nbsp;관련&nbsp;장비&nbsp;납품&nbsp;부각에&nbsp;상한가 <br /><br />&nbsp; <br /><br />2.&nbsp;미래생명자원(29.97%)&nbsp;:&nbsp;쿠팡&nbsp;나스닥&nbsp;상장&nbsp;예비심사&nbsp;통과&nbsp;소식&nbsp;속&nbsp;쿠팡&nbsp;협력&nbsp;파트너로&nbsp;반려동물&nbsp;사업&nbsp;영위&nbsp;사실&nbsp;부각에&nbsp;상한가 <br /><br />&nbsp; <br /><br />3.&nbsp;KTH(29.96%)&nbsp;:&nbsp;쿠팡&nbsp;나스닥&nbsp;상장&nbsp;예비심사&nbsp;통과&nbsp;소식&nbsp;속&nbsp;쿠팡플레이&nbsp;부문&nbsp;영화&nbsp;콘텐츠&nbsp;관련&nbsp;협업&nbsp;추진&nbsp;사실&nbsp;부각에&nbsp;상한가 <br /><br />&nbsp; <br /><br />4.&nbsp;수산아이앤티(29.96%)&nbsp;:&nbsp;이재명&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />&nbsp; <br /><br />5.&nbsp;인포마크(29.95%)&nbsp;:&nbsp;쿠팡,&nbsp;나스닥&nbsp;상장&nbsp;예비심사&nbsp;통과&nbsp;소식&nbsp;속&nbsp;소프트뱅크비전펀드가&nbsp;쿠팡에&nbsp;지분&nbsp;보유&nbsp;부각에&nbsp;소프트뱅크&nbsp;계열사로&nbsp;알려지며&nbsp;상한가 <br /><br />&nbsp; <br /><br />6.&nbsp;센트랄모텍(29.9%)&nbsp;:&nbsp;美&nbsp;전기차&nbsp;업체&nbsp;루시드모터스&nbsp;스팩&nbsp;합병&nbsp;상장&nbsp;논의&nbsp;속&nbsp;루시드모터스와&nbsp;전력적&nbsp;파트너십&nbsp;체결&nbsp;사실&nbsp;부각에&nbsp;상한가 <br /><br />&nbsp; <br /><br />7.&nbsp;KCTC(29.87%)&nbsp;:&nbsp;쿠팡,&nbsp;택배업&nbsp;재진출&nbsp;확정&nbsp;및&nbsp;美&nbsp;나스닥&nbsp;기업공개&nbsp;예비심사&nbsp;통과&nbsp;소식&nbsp;등에&nbsp;종합&nbsp;물류&nbsp;테마&nbsp;상승&nbsp;속&nbsp;상한가 <br /><br />&nbsp; <br /><br />8.&nbsp;동방(29.85%)&nbsp;:&nbsp;쿠팡&nbsp;나스닥&nbsp;상장&nbsp;기대감&nbsp;및&nbsp;종합&nbsp;물류&nbsp;테마&nbsp;상승&nbsp;속&nbsp;쿠팡&nbsp;물류전담&nbsp;운송사로&nbsp;지속&nbsp;부각되며&nbsp;상한가 <br /><br />&nbsp; <br /><br />9.&nbsp;애니젠(22.67%)&nbsp;:&nbsp;상승&nbsp;이유&nbsp;알&nbsp;수&nbsp;없음 <br /><br />&nbsp; <br /><br />10.&nbsp;대영포장(22.19%)&nbsp;:&nbsp;쿠팡,택배업&nbsp;재진출&nbsp;확정&nbsp;및&nbsp;美&nbsp;나스닥&nbsp;기업공개&nbsp;예비심사&nbsp;통과&nbsp;소식&nbsp;등에&nbsp;골판지&nbsp;제조&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />&nbsp; <br /><br />11.&nbsp;에스티오(20.24%)&nbsp;:&nbsp;상승&nbsp;이유&nbsp;알&nbsp;수&nbsp;없음 <br /><br />&nbsp; <br /><br />12.&nbsp;신세계건설(20.19%)&nbsp;:&nbsp;상승&nbsp;이유&nbsp;알&nbsp;수&nbsp;없음 <br /><br />&nbsp; <br /><br />13.&nbsp;대덕전자(18.15%)&nbsp;:&nbsp;반도체&nbsp;품귀&nbsp;수혜&nbsp;전망에&nbsp;급등 <br /><br />&nbsp; <br /><br />14.&nbsp;아이컴포넌트(16.67%)&nbsp;:&nbsp;LG&nbsp;디스플레이&nbsp;등과&nbsp;롤러블&nbsp;디스플레이&nbsp;핵심장비&nbsp;소재&nbsp;기술&nbsp;개발&nbsp;사실&nbsp;지속&nbsp;부각에&nbsp;급등 <br /><br />&nbsp; <br /><br />15.&nbsp;뉴로스(16.41%)&nbsp;:&nbsp;中&nbsp;국유기업&nbsp;등&nbsp;대상&nbsp;177.34억원&nbsp;규모&nbsp;유상증자&nbsp;결정에&nbsp;급등 <br /><br />&nbsp; <br /><br />16.&nbsp;코이즈(15.65%)&nbsp;:&nbsp;이재명&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />&nbsp; <br /><br />17.&nbsp;백광산업(15.22%)&nbsp;:&nbsp;폭설&nbsp;속&nbsp;염화칼슘&nbsp;관련주로&nbsp;부각되며&nbsp;급등 <br /><br />&nbsp; <br /><br />18.&nbsp;대웅(13.54%)&nbsp;:&nbsp;대웅제약&nbsp;호이스타정이&nbsp;안정성이&nbsp;확인됐다는&nbsp;뉴스&nbsp;기사&nbsp;속&nbsp;급등 <br /><br />&nbsp; <br /><br />19.&nbsp;KTcs(13.47%)&nbsp;:&nbsp;쿠팡&nbsp;나스닥&nbsp;상장&nbsp;예비심사&nbsp;통과&nbsp;소식&nbsp;속&nbsp;계열사&nbsp;KTH,&nbsp;쿠팡플레이&nbsp;부문&nbsp;영화&nbsp;콘텐츠&nbsp;관련&nbsp;협업&nbsp;추진&nbsp;사실&nbsp;부각에&nbsp;급등 <br /><br />&nbsp; <br /><br />20.&nbsp;오리엔트정공(13.11%)&nbsp;:&nbsp;이재명&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />&nbsp; <br /><br />21.&nbsp;NEW(12.91%)&nbsp;:&nbsp;쿠팡&nbsp;나스닥상장&nbsp;예비심사&nbsp;통과&nbsp;소식&nbsp;속&nbsp;쿠팡플레이&nbsp;사업&nbsp;진행&nbsp;사실&nbsp;부각에&nbsp;영상콘텐츠&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />&nbsp; <br /><br />22.&nbsp;신화인터텍(12.68%)&nbsp;:&nbsp;소부장&nbsp;으뜸기업&nbsp;선정&nbsp;속&nbsp;LG&nbsp;롤러블폰&nbsp;관련주로&nbsp;부각되며&nbsp;급등 <br /><br />&nbsp; <br /><br />23.&nbsp;경남제약(12.63%)&nbsp;:&nbsp;콜드체인&nbsp;솔루션&nbsp;기업&nbsp;한울티엘과&nbsp;바이오&nbsp;콜드체인&nbsp;솔루션&nbsp;MOU&nbsp;체결&nbsp;소식에&nbsp;급등 <br /><br />&nbsp; <br /><br />24.&nbsp;제주은행(12.48%)&nbsp;:&nbsp;블루웨이브로&nbsp;촉발된&nbsp;금리&nbsp;모멘텀으로&nbsp;인한&nbsp;은행주&nbsp;Re-rating&nbsp;기대감&nbsp;등에&nbsp;은행&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />&nbsp; <br /><br />25.&nbsp;디아이씨(11.63%)&nbsp;:&nbsp;자회사를&nbsp;통해&nbsp;쿠팡에&nbsp;1톤&nbsp;전기차&nbsp;트럭&nbsp;납품&nbsp;부각에&nbsp;급등 <br /><br />&nbsp; <br /><br />26.&nbsp;누리플랜(11.45%)&nbsp;:&nbsp;올해&nbsp;가파른&nbsp;실적&nbsp;성장&nbsp;기대감&nbsp;등에&nbsp;급등 <br /><br />&nbsp; <br /><br />27.&nbsp;알로이스(11.4%)&nbsp;:&nbsp;쿠팡&nbsp;나스닥&nbsp;상장&nbsp;예비심사&nbsp;통과&nbsp;소식&nbsp;속&nbsp;쿠팡플레이&nbsp;관련&nbsp;OTT&nbsp;디바이스&nbsp;전문&nbsp;기업으로&nbsp;부각되며&nbsp;급등 <br /><br />&nbsp; <br /><br />28.&nbsp;위지윅스튜디오(11.01%)&nbsp;:&nbsp;영상콘텐츠&nbsp;테마&nbsp;상승&nbsp;속&nbsp;33.94억원&nbsp;규모&nbsp;中&nbsp;영화&nbsp;&lt;무한심도&gt;&nbsp;VFX&nbsp;계약&nbsp;체결에&nbsp;급등 <br /><br />&nbsp; <br /><br />29.&nbsp;SBS(10.36%)&nbsp;:&nbsp;영상콘텐츠테마&nbsp;상승&nbsp;속&nbsp;지난해&nbsp;4분기&nbsp;호실적&nbsp;기대감&nbsp;등에&nbsp;급등 <br /><br />&nbsp; <br /><br />30.&nbsp;한국파마(10.31%)&nbsp;:&nbsp;코로나19&nbsp;치료제&nbsp;임상2상&nbsp;완료&nbsp;및&nbsp;인도생산&nbsp;위한&nbsp;기술이전&nbsp;추진&nbsp;소식에&nbsp;급등 <br /><br />&nbsp; <br /><br />[쿠팡&nbsp;관련주] <br /><br />동방,&nbsp;미래생명자원,&nbsp;KTH,&nbsp;인포마크,&nbsp;KCTC,&nbsp;대영포장,&nbsp;KTcs,&nbsp;NEW,&nbsp;알로이스</p> 【상승률TOP】일일상승률TOP KCTC ktcs new 대영포장 동방 미래생명자원 알로이스 인포마크 쿠팡 한국파마 개미날다TV https://antflying.tistory.com/247 https://antflying.tistory.com/247#entry247comment Tue, 12 Jan 2021 22:51:17 +0900 https://antflying.tistory.com/246 <p data-ke-size="size18">마감&nbsp;시황&nbsp;(2021.01.12,화)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="KakaoTalk_20210112_190609631.jpg" data-origin-width="1242" data-origin-height="991" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/wiaDg/btqTlGuE6qs/x8MudgoYRSf5dB5Dq5FEGk/img.jpg" data-phocus="https://blog.kakaocdn.net/dn/wiaDg/btqTlGuE6qs/x8MudgoYRSf5dB5Dq5FEGk/img.jpg" data-alt="마감시황"><img src="https://blog.kakaocdn.net/dn/wiaDg/btqTlGuE6qs/x8MudgoYRSf5dB5Dq5FEGk/img.jpg" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FwiaDg%2FbtqTlGuE6qs%2Fx8MudgoYRSf5dB5Dq5FEGk%2Fimg.jpg" data-filename="KakaoTalk_20210112_190609631.jpg" data-origin-width="1242" data-origin-height="991" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>마감시황</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[코스피] <br />1/12&nbsp;KOSPI&nbsp;3,125.95(-0.71%)&nbsp;단기&nbsp;급등에&nbsp;따른&nbsp;과열&nbsp;우려&nbsp;및&nbsp;차익매물&nbsp;출회(-),&nbsp;기관&middot;외국인&nbsp;동반&nbsp;순매도(-),&nbsp;개인&nbsp;대규모&nbsp;순매수(+) <br /><br />지난밤&nbsp;뉴욕증시가&nbsp;美&nbsp;정국&nbsp;혼란&nbsp;및&nbsp;기술기업&nbsp;규제&nbsp;우려&nbsp;등으로&nbsp;하락했고,&nbsp;유럽&nbsp;주요국&nbsp;증시도&nbsp;코로나19&nbsp;변이&nbsp;바이러스&nbsp;우려&nbsp;등에&nbsp;하락.&nbsp;이날&nbsp;코스피지수는&nbsp;3,145.87(-2.58P,&nbsp;-0.08%)로&nbsp;약보합&nbsp;출발.&nbsp;&nbsp;3,125.95(-22.50P,&nbsp;-0.71%)에서&nbsp;거래를&nbsp;마감.&nbsp; <br /><br />개인의&nbsp;2조원&nbsp;넘는&nbsp;순매수에도&nbsp;불구하고,&nbsp;기관과&nbsp;외국인이&nbsp;이틀&nbsp;연속&nbsp;동반&nbsp;순매도를&nbsp;보이며&nbsp;코스피지수는&nbsp;이틀째&nbsp;하락.&nbsp;대외적으로는&nbsp;美&nbsp;트럼프&nbsp;대통령&nbsp;탄핵&nbsp;소추안&nbsp;발의&nbsp;등&nbsp;정국&nbsp;불안과&nbsp;美&nbsp;기술기업&nbsp;규제&nbsp;우려,&nbsp;글로벌&nbsp;달러화&nbsp;강세&nbsp;및&nbsp;美&nbsp;10년물&nbsp;국채&nbsp;금리&nbsp;상승,&nbsp;美&nbsp;애틀란타&nbsp;연은&nbsp;총재&nbsp;발언&nbsp;등이&nbsp;하방&nbsp;압력으로&nbsp;작용.&nbsp; <br /><br />일본,&nbsp;중국,&nbsp;홍콩이&nbsp;상승했고,&nbsp;대만이&nbsp;하락하는&nbsp;등&nbsp;아시아&nbsp;주요국&nbsp;지수는&nbsp;대부분&nbsp;상승.&nbsp; <br /><br />수급별로는&nbsp;기관과&nbsp;외국인이&nbsp;각각&nbsp;1조7,237억,&nbsp;6,293억&nbsp;순매도,&nbsp;개인은&nbsp;2조3,140억&nbsp;순매수.&nbsp;선물시장에서는&nbsp;개인과&nbsp;외국인이&nbsp;각각&nbsp;3,001계약,&nbsp;443계약&nbsp;순매도,&nbsp;기관은&nbsp;4,220계약&nbsp;순매수.&nbsp; <br /><br />코스피&nbsp;시총상위종목들은&nbsp;대부분&nbsp;하락.&nbsp;현대모비스(-5.82%),&nbsp;LG화학(-3.61%),&nbsp;삼성물산(-3.32%)등은&nbsp;하락.&nbsp;셀트리온(+2.67%),&nbsp;삼성SDI(+2.05%),&nbsp;카카오(+0.99%)&nbsp;등은&nbsp;상승.&nbsp; <br /><br />업종별로도&nbsp;대부분&nbsp;하락.&nbsp;증권(-2.96%),&nbsp;운수장비(-2.08%),&nbsp;철강/금속(-1.80%)등은&nbsp;하락.&nbsp;반면,&nbsp;종이/목재(+3.48%),&nbsp;의료정밀(+1.47%),&nbsp;섬유/의복(+1.41%)등은&nbsp;상승.&nbsp; <br /><br />마감&nbsp;지수&nbsp;:&nbsp;KOSPI&nbsp;3,125.95P(-22.50P/-0.71%)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[코스닥] <br />1/12&nbsp;KOSDAQ&nbsp;973.72(-0.30%)&nbsp;최근&nbsp;상승에&nbsp;따른&nbsp;차익매물&nbsp;출회(-),&nbsp;기관&middot;외국인&nbsp;동반&nbsp;순매도(-) <br /><br />지난밤&nbsp;뉴욕증시가&nbsp;美&nbsp;정국&nbsp;혼란&nbsp;및&nbsp;기술기업&nbsp;규제&nbsp;우려&nbsp;등으로&nbsp;하락한&nbsp;가운데,&nbsp;이날&nbsp;코스닥지수는&nbsp;977.14(+0.51P,&nbsp;+0.05%)로&nbsp;강보합&nbsp;출발.&nbsp;973.72(-2.91P,&nbsp;-0.30%)에서&nbsp;거래를&nbsp;마감.&nbsp; <br /><br />개인&nbsp;순매수&nbsp;속&nbsp;외국인과&nbsp;기관의&nbsp;동반&nbsp;순매도에&nbsp;코스닥지수는&nbsp;사흘째&nbsp;하락.&nbsp;개인이&nbsp;9거래일&nbsp;연속&nbsp;순매수에&nbsp;나선&nbsp;반면,&nbsp;기관은&nbsp;9거래일&nbsp;연속&nbsp;순매도를&nbsp;기록. <br /><br />수급별로는&nbsp;기관과&nbsp;외국인이&nbsp;각각&nbsp;1,537억,&nbsp;879억&nbsp;순매도,&nbsp;개인은&nbsp;2,615억&nbsp;순매수. <br /><br />코스닥&nbsp;시총상위종목들은&nbsp;대부분&nbsp;하락.&nbsp;SK머티리얼즈(-5.58%),&nbsp;엘앤에프(-5.24%),&nbsp;리노공업(-4.91%)&nbsp;등이&nbsp;하락.&nbsp;CJ&nbsp;ENM(+5.69%),&nbsp;스튜디오드래곤(+4.33%),&nbsp;펄어비스(+2.68%)&nbsp;등은&nbsp;상승.&nbsp; <br /><br />업종별로도&nbsp;대부분&nbsp;하락.&nbsp;기타서비스(-1.88%),&nbsp;IT부품(-1.13%),&nbsp;기타제조(-1.12%)등이&nbsp;하락.&nbsp;반면,&nbsp;방송서비스(+3.72%),&nbsp;출판/매체복제(+3.15%),&nbsp;통신방송서비스(+3.10%)등은&nbsp;상승.&nbsp; <br /><br />마감&nbsp;지수&nbsp;:&nbsp;KOSDAQ&nbsp;973.72P(-2.91P/-0.30%)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>●&nbsp;국내증시,&nbsp;1/12&nbsp;코스피&middot;코스닥&nbsp;기관&middot;외국인&nbsp;동반&nbsp;순매도&nbsp;등에&nbsp;동반&nbsp;하락&hellip;&nbsp;코스피&nbsp;-22.50(-0.71%)&nbsp;3,125.95,&nbsp;코스닥&nbsp;-2.91(-0.30%)&nbsp;973.72 <br />●&nbsp;원/달러&nbsp;환율,&nbsp;글로벌&nbsp;달러화&nbsp;강세&nbsp;지속&nbsp;및&nbsp;국내&nbsp;증시&nbsp;하락&nbsp;등에&nbsp;상승...&nbsp;+2.6원(+0.24%)&nbsp;1,099.9원 <br />●&nbsp;아시아&nbsp;증시,&nbsp;중국(+2.18%),&nbsp;일본(+0.09%),&nbsp;홍콩(+1.32%),&nbsp;대만(-0.36%) <br />●&nbsp;노바백스&middot;화이자백신&nbsp;등&nbsp;2천만명분&nbsp;추가확보&nbsp;곧&nbsp;발표 <br />●&nbsp;11월&nbsp;국가채무&nbsp;826.2조원,&nbsp;2020년&nbsp;연간&nbsp;전망치&nbsp;추월...국가&nbsp;재정&nbsp;빨간불 <br />●&nbsp;네덜란드서&nbsp;미-대만&nbsp;대사급&nbsp;회동&hellip;중국&nbsp;"농간&nbsp;멈춰라" <br />●&nbsp;2번째&nbsp;탄핵위기&nbsp;직면한&nbsp;트럼프&hellip;'2024&nbsp;대선&nbsp;출마&nbsp;물건너가나' <br />●&nbsp;'다&nbsp;하고&nbsp;간다'&nbsp;임기말&nbsp;트럼프,&nbsp;유럽에&nbsp;관세폭탄&nbsp;시행&hellip;최고&nbsp;25% <br />●&nbsp;北,&nbsp;곧&nbsp;열병식&nbsp;본행사&nbsp;열&nbsp;듯&hellip;8차&nbsp;당대회&nbsp;기념행사&nbsp;예고 <br /><br />[기업/산업] <br />●&nbsp;한국&nbsp;증시&nbsp;시총&nbsp;30위&nbsp;내&nbsp;IT&nbsp;덩치&nbsp;커져&hellip;20년새&nbsp;25%&rarr;63% <br />●&nbsp;어려울&nbsp;때&nbsp;빛난&nbsp;韓선박&nbsp;수주,&nbsp;1위&nbsp;탈환&hellip;점유율&nbsp;'10년&nbsp;내&nbsp;최고' <br />●&nbsp;"가상화폐&nbsp;투자,&nbsp;모든&nbsp;돈&nbsp;잃을&nbsp;준비해야"&nbsp;英&nbsp;금융당국,&nbsp;가상화폐&nbsp;투자&nbsp;경고 <br />●&nbsp;과기정통부,&nbsp;올해&nbsp;AI&nbsp;반도체&nbsp;사업에&nbsp;1253억원&nbsp;투자 <br />●&nbsp;"인텔&nbsp;2세대&nbsp;그래픽칩,&nbsp;삼성&nbsp;아닌&nbsp;TSMC&nbsp;7나노&nbsp;공정&nbsp;검토" <br />●&nbsp;"현대차&nbsp;주가,&nbsp;애플카&nbsp;기대감에&nbsp;과도하게&nbsp;상승"&nbsp;월스트리트저널&nbsp;지적 <br />●&nbsp;농심,&nbsp;'대체육'시장&nbsp;진출&hellip;비건&nbsp;사업&nbsp;본격화 <br /><br />[경제/증시/부동산] <br />●&nbsp;금융위&nbsp;관계자&nbsp;"공매도&nbsp;재개&nbsp;결정된&nbsp;바&nbsp;없다" <br />●&nbsp;코로나로&nbsp;작년&nbsp;외국인투자&nbsp;11%&nbsp;감소&hellip;200억달러&nbsp;넘겨&nbsp;선방 <br />●&nbsp;지난해&nbsp;단기사채&nbsp;발행금액&nbsp;1천조&hellip;전년&nbsp;대비&nbsp;8.3%&darr; <br />●&nbsp;11월까지&nbsp;세수&nbsp;전년비&nbsp;8.8조&nbsp;감소&hellip;국가채무&nbsp;826조 <br />●&nbsp;작년&nbsp;실업급여&nbsp;47%&nbsp;급증&nbsp;11.8조원&nbsp;'역대최대'&hellip;기금&nbsp;고갈&nbsp;우려&nbsp;점증 <br />●&nbsp;토지거래허가구역&nbsp;내&nbsp;신탁방식&nbsp;신규주택&nbsp;공급&nbsp;허용 <br /><br />[정치/사회/국내&nbsp;기타] <br />●&nbsp;나경원,&nbsp;내일&nbsp;서울시장&nbsp;공식&nbsp;출마선언...10년&nbsp;만에&nbsp;재도전&nbsp;나서 <br />●&nbsp;대표단&nbsp;방문에도&nbsp;완강한&nbsp;이란&hellip;전례봐도&nbsp;선원&nbsp;조기&nbsp;석방&nbsp;힘들&nbsp;듯 <br />●&nbsp;'가덕도&nbsp;신공항&nbsp;부&middot;울&middot;경&nbsp;추진단'&nbsp;본격&nbsp;활동&nbsp;나선다 <br />●&nbsp;동학개미&nbsp;'공매도&nbsp;폐지'&nbsp;여론에&nbsp;정치권&nbsp;편승&hellip;"증시&nbsp;선거역학&nbsp;개입&nbsp;안돼" <br />●&nbsp;수소-산소만으로&nbsp;과산화수소&nbsp;직접&nbsp;합성&hellip;고효율&nbsp;촉매&nbsp;개발 <br /><br />[국제/해외] <br />●&nbsp;美&nbsp;동물원&nbsp;고릴라,&nbsp;코로나19&nbsp;감염&hellip;유인원&nbsp;최초&nbsp;감염사례 <br />●&nbsp;트럼프-펜스,&nbsp;의회&nbsp;난입&nbsp;이후&nbsp;첫&nbsp;회동&hellip;'조기&nbsp;퇴임&middot;탄핵&nbsp;없다' <br />●&nbsp;모건스탠리&nbsp;美국채금리&nbsp;상승&nbsp;속&nbsp;'단기&nbsp;약달러'&nbsp;전망&nbsp;바꿔 <br />●&nbsp;모건&nbsp;스탠리&nbsp;"도시권&nbsp;자율&nbsp;주행&nbsp;항공&nbsp;시장,&nbsp;2040년까지&nbsp;1조5천억&nbsp;弗" <br />●&nbsp;'테슬라&nbsp;대항마'&nbsp;美&nbsp;전기차업체&nbsp;루시드,&nbsp;스팩&nbsp;합병&nbsp;상장&nbsp;추진 <br />●&nbsp;GM&nbsp;"차세대&nbsp;전기차&nbsp;배터리&nbsp;부문&nbsp;모든&nbsp;최고&nbsp;스타트업과&nbsp;협업"</p> 【국내주식】국내장 마감 시황 현황 개미날다 마감브리핑 마감시황 시황분석 주식뉴스 주식이슈 주식정보 증시마감 증시마감시황 증시시황 개미날다TV https://antflying.tistory.com/246 https://antflying.tistory.com/246#entry246comment Tue, 12 Jan 2021 20:11:40 +0900 https://antflying.tistory.com/245 <p data-ke-size="size18">증권사&nbsp;관심종목&nbsp;【2021.01.12,화】</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210112_200033.png" data-origin-width="944" data-origin-height="679" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/bFwP4Y/btqTkhaRJXm/M82KmW2ab6LcHthOugG09K/img.png" data-phocus="https://blog.kakaocdn.net/dn/bFwP4Y/btqTkhaRJXm/M82KmW2ab6LcHthOugG09K/img.png" data-alt="증권사추천주"><img src="https://blog.kakaocdn.net/dn/bFwP4Y/btqTkhaRJXm/M82KmW2ab6LcHthOugG09K/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FbFwP4Y%2FbtqTkhaRJXm%2FM82KmW2ab6LcHthOugG09K%2Fimg.png" data-filename="20210112_200033.png" data-origin-width="944" data-origin-height="679" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>증권사추천주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>▶️&nbsp;종목별&nbsp;증권사&nbsp;주요&nbsp;의견&nbsp;(1월&nbsp;12일) <br /><br /><br />●삼성전자 <br />주가는&nbsp;실적보다&nbsp;빠르다 <br />16Gb&nbsp;Chip&nbsp;기반&nbsp;32GB&nbsp;Module과&nbsp;함께&nbsp;PCIe&nbsp;Gen&nbsp;4.0&nbsp;SSD&nbsp;출하량이&nbsp;증가할&nbsp;경우&nbsp;수익성도&nbsp;경쟁사&nbsp;대비&nbsp;양호할&nbsp;것 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;11만원&nbsp;/&nbsp;현대차증권&nbsp;노근창 <br /><br />●SK하이닉스 <br />2020년&nbsp;4분기&nbsp;매출액은&nbsp;7조&nbsp;7,210억원&nbsp;,&nbsp;영업이익은&nbsp;8,880억원으로&nbsp;예상 <br />4분기는&nbsp;DRAM이&nbsp;선방.&nbsp;2021년&nbsp;업황&nbsp;개선 <br />DRAM은&nbsp;1분기부터&nbsp;가격&nbsp;반등,&nbsp;NAND는&nbsp;공급&nbsp;과잉&nbsp;우려? <br />BUY&nbsp;/&nbsp;목표주가&nbsp;175,000원&nbsp;/&nbsp;IBK증권&nbsp;김운호 <br /><br />●LG전자 <br />4분기&nbsp;실적은&nbsp;기대&nbsp;이상(가전&nbsp;+,&nbsp;MC&nbsp;-)일&nbsp;것 <br />전장&nbsp;부품&nbsp;사업&nbsp;확대에&nbsp;대한&nbsp;기대감&nbsp;고조 <br />높아진&nbsp;실적&nbsp;개선&nbsp;기대감 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;19만원&nbsp;/&nbsp;IBK증권&nbsp;김운호 <br /><br />●삼성SDI <br />4Q20&nbsp;Preview&nbsp;:&nbsp;중대형&nbsp;전지부문&nbsp;이익&nbsp;기여&nbsp;본격화 <br />중대형&nbsp;전지&nbsp;성장&nbsp;지속.&nbsp;단기&nbsp;노이즈보다&nbsp;중장기&nbsp;성장가치에&nbsp;집중 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;90만원&nbsp;/&nbsp;유안타&nbsp;김광진 <br /><br />●삼성전기 <br />4분기&nbsp;실적은&nbsp;예상&nbsp;수준.&nbsp;2021년은&nbsp;도약 <br />MLCC&nbsp;전망은&nbsp;맑음 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;24만원&nbsp;/&nbsp;IBK증권&nbsp;김운호 <br /><br />●LG생활건강 <br />4Q20&nbsp;Review:&nbsp;어닝시즌&nbsp;위너 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;210만원&nbsp;/&nbsp;이베스트&nbsp;오린아 <br /><br />●엔씨소프트 <br />4Q20은&nbsp;숨고르기&nbsp;시기.&nbsp;일회성&nbsp;비용으로&nbsp;OP&nbsp;컨센&nbsp;미달&nbsp;전망 <br />4Q20&nbsp;실적보다&nbsp;1Q21&nbsp;신작모멘텀을&nbsp;봐야&nbsp;할&nbsp;때 <br />그러나,&nbsp;1Q21&nbsp;상당수준&nbsp;반등,&nbsp;2Q21&nbsp;대폭&nbsp;반등&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;130만원&nbsp;/&nbsp;이베스트&nbsp;성종화 <br /><br />●SK텔레콤 <br />4Q20&nbsp;Preview:&nbsp;5G&nbsp;점유율&nbsp;상승&nbsp;중 <br />본업도&nbsp;좋고&nbsp;자회사도&nbsp;좋고 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;35만원&nbsp;/&nbsp;대신증권&nbsp;김회재 <br /><br />●아모텍 <br />4분기&nbsp;실적은&nbsp;예상&nbsp;수준 <br />MLCC&nbsp;기대감&nbsp;유효.&nbsp;장기적인&nbsp;관점에서&nbsp;접근할&nbsp;필요 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;55,000원&nbsp;/&nbsp;IBK증권&nbsp;김운호 <br /><br />●CJ&nbsp;ENM <br />4Q20&nbsp;Preview:&nbsp;사상&nbsp;최대&nbsp;영업이익을&nbsp;기록할&nbsp;것 <br />4분기&nbsp;영업이익&nbsp;910억원으로&nbsp;전년동기대비&nbsp;113%&nbsp;증가 <br />콘텐츠&nbsp;판매&nbsp;네트워크,&nbsp;드라마&nbsp;제작&nbsp;역량,&nbsp;티빙&nbsp;가치&nbsp;부각 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;22만원&nbsp;/&nbsp;한투증권&nbsp;오태완 <br /><br />●에코마케팅 <br />4Q&nbsp;Preview:&nbsp;OPM&nbsp;34.0%(+4.0%p&nbsp;YoY) <br />안다르와&nbsp;지분&nbsp;교환으로&nbsp;또&nbsp;한번&nbsp;성장&nbsp;동력&nbsp;확보 <br />또&nbsp;한번&nbsp;잘하는&nbsp;것에&nbsp;집중.&nbsp;이번에는&nbsp;해외를&nbsp;기대하자 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;35,000원&nbsp;/&nbsp;하나금투&nbsp;이기훈 <br /><br />●현대건설 <br />2021년&nbsp;변화를&nbsp;기대할&nbsp;시점 <br />4Q20&nbsp;Preview:&nbsp;매출&nbsp;4.17조원,&nbsp;영업이익&nbsp;1,432억원&nbsp;전망 <br />2021년은&nbsp;실적&nbsp;턴어라운드의&nbsp;원년이&nbsp;될&nbsp;것 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;52,000원&nbsp;/&nbsp;하나금투&nbsp;윤승현 <br /><br />●연우 <br />4Q20&nbsp;Preview:&nbsp;연우에&nbsp;관심&nbsp;가져야&nbsp;하는&nbsp;연유 <br />저평가에&nbsp;실적&nbsp;턴어라운드&nbsp;기대감까지 <br />국내&nbsp;수주는&nbsp;회복&nbsp;중 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;29,000원&nbsp;/&nbsp;신영증권&nbsp;신수연 <br /><br />●이지바이오 <br />첨가제&nbsp;적용&nbsp;확대&nbsp;기대 <br />사료곡&nbsp;가격&nbsp;상승&rarr;양돈&nbsp;농가&nbsp;비용&nbsp;증가&nbsp;부담&nbsp;가중&rarr;돈가&nbsp;상승&nbsp;압박 <br />생산성&nbsp;향상이&nbsp;관건 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;1만원&nbsp;/&nbsp;대신증권&nbsp;한유정 <br /><br />●POSCO <br />4Q20&nbsp;무난한&nbsp;영업실적,&nbsp;올해&nbsp;상반기&nbsp;추가&nbsp;수익성&nbsp;개선&nbsp;기대 <br />판매량&nbsp;회복,&nbsp;스프레드&nbsp;확대로&nbsp;영업이익&nbsp;컨센서스&nbsp;부합&nbsp;예상 <br />상반기&nbsp;판매량&nbsp;회복과&nbsp;가격인상에&nbsp;따른&nbsp;수익성&nbsp;개선&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;38만원&nbsp;/&nbsp;하나금투&nbsp;박성봉 <br /><br />●카카오 <br />2021년,&nbsp;펀더멘털과&nbsp;모멘텀&nbsp;집중&nbsp;시기 <br />탄탄한&nbsp;실적&nbsp;성장이&nbsp;주가를&nbsp;견인할&nbsp;전망 <br />기대치를&nbsp;소폭&nbsp;상회하는&nbsp;4분기&nbsp;실적&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;57만원&nbsp;/&nbsp;NH증권&nbsp;안재민 <br /><br />●휴젤 <br />실적으로&nbsp;보여줄&nbsp;준비&nbsp;완료 <br />중국向&nbsp;수출&nbsp;개시에&nbsp;따른&nbsp;고성장&nbsp;전망 <br />톡신&nbsp;수출&nbsp;비중&nbsp;확대로&nbsp;우수한&nbsp;수익성&nbsp;기대 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;265,000원&nbsp;/&nbsp;NH증권&nbsp;나관준 <br /><br />●LG디스플레이 <br />가격&nbsp;상승과&nbsp;부메랑&nbsp;우려 <br />4분기&nbsp;실적&nbsp;상향,&nbsp;21년&nbsp;영업익&nbsp;소폭&nbsp;상향&nbsp;조정 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;23,000원&nbsp;/&nbsp;삼성증권&nbsp;장정훈 <br /><br />●SBS <br />이익의&nbsp;레벨업.&nbsp;4분기&nbsp;실적은&nbsp;매우&nbsp;양호할&nbsp;것 <br />TV광고판매&nbsp;회복과&nbsp;사업수익의&nbsp;기조적&nbsp;증가세,&nbsp;지난&nbsp;3분기에&nbsp;단행되었던&nbsp;대규모&nbsp;손상차손&nbsp;인식에&nbsp;따른&nbsp;효과 <br />이러한&nbsp;호실적&nbsp;기조는&nbsp;21년에도&nbsp;지속될&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;31,000원&nbsp;/&nbsp;현대차증권&nbsp;황성진 <br /><br />●유틸렉스 <br />진짜가&nbsp;나타났다.&nbsp;올해&nbsp;완전히&nbsp;바뀌는&nbsp;누구나&nbsp;인정하는&nbsp;기술의&nbsp;항암제&nbsp;기업 <br />T세포&nbsp;치료제&nbsp;&lsquo;앱비앤티&rsquo;&nbsp;2상&nbsp;첫환자&nbsp;모집&nbsp;중.&nbsp;첫&nbsp;환자부터&nbsp;탁월한&nbsp;효능&nbsp;기대 <br />NR&nbsp;/&nbsp;한양증권&nbsp;오병용 <br /><br />●에이프로 <br />2차전지와&nbsp;전력반도체의&nbsp;하모니 <br />2차전지&nbsp;활성화&nbsp;공정&nbsp;설비&nbsp;업체 <br />GaN&nbsp;기반&nbsp;전력반도체&nbsp;기술력에&nbsp;주목 <br />NR&nbsp;/&nbsp;한화증권&nbsp;최준영 <br /><br />●인터플렉스 <br />4분기&nbsp;실적은&nbsp;예상치&nbsp;하회.&nbsp;마지막&nbsp;비용&nbsp;청산 <br />2021년&nbsp;Turn&nbsp;around.&nbsp;1분기부터&nbsp;실적은&nbsp;반등할&nbsp;것 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;22,000원&nbsp;/&nbsp;IBK증권&nbsp;김운호 <br /><br />●동양생명 <br />4분기&nbsp;보험이익&nbsp;양호,&nbsp;부담&nbsp;없는&nbsp;금리&nbsp;수혜주 <br />2020F&nbsp;순이익&nbsp;1,167억원(YoY&nbsp;-23.0%,&nbsp;ROE&nbsp;4.1%)&nbsp;추정 <br />부담&nbsp;없는&nbsp;금리&nbsp;상승&nbsp;수혜주&nbsp;중&nbsp;하나 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;4,900원&nbsp;/&nbsp;하나금투&nbsp;이홍재 <br /><br />●세코닉스 <br />4분기&nbsp;실적은&nbsp;계절성에&nbsp;따라&nbsp;이전&nbsp;전망&nbsp;대비&nbsp;부진할&nbsp;전망 <br />2021년&nbsp;실적은&nbsp;Turn&nbsp;around <br />BUY&nbsp;/&nbsp;목표주가&nbsp;11,000원&nbsp;/&nbsp;IBK증권&nbsp;김운호 <br /><br />●AP시스템 <br />4분기&nbsp;실적은&nbsp;무난한&nbsp;수준.&nbsp;21년&nbsp;실적은&nbsp;상승세 <br />신규&nbsp;투자&nbsp;모멘텀은&nbsp;둔화&nbsp;국면 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;33,000원&nbsp;/&nbsp;IBK증권&nbsp;김운호 <br /><br />●이녹스첨단소재 <br />4분기&nbsp;이전&nbsp;전망&nbsp;대비&nbsp;개선.&nbsp;이유는&nbsp;신제품 <br />2021년&nbsp;성장&nbsp;지속될&nbsp;것 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;70,000원&nbsp;/&nbsp;IBK증권&nbsp;김운호</p> 【증권사의견】종목별 의견 AP시스템 POSCO 동양생명 삼성전기 세코닉스 이녹스첨단소재 인터플렉스 주식정보 주식초보 카카오 개미날다TV https://antflying.tistory.com/245 https://antflying.tistory.com/245#entry245comment Tue, 12 Jan 2021 20:09:39 +0900 https://antflying.tistory.com/244 <p data-ke-size="size18">장중&nbsp;특징주&nbsp;(2021.01.12,화)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210112_195955.png" data-origin-width="856" data-origin-height="687" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/cD1atv/btqTowZxLwx/FMoF9F6bgfL6hhUQ6FU6uK/img.png" data-phocus="https://blog.kakaocdn.net/dn/cD1atv/btqTowZxLwx/FMoF9F6bgfL6hhUQ6FU6uK/img.png" data-alt="특징주"><img src="https://blog.kakaocdn.net/dn/cD1atv/btqTowZxLwx/FMoF9F6bgfL6hhUQ6FU6uK/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FcD1atv%2FbtqTowZxLwx%2FFMoF9F6bgfL6hhUQ6FU6uK%2Fimg.png" data-filename="20210112_195955.png" data-origin-width="856" data-origin-height="687" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>특징주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[2021년&nbsp;1월12일&nbsp;장중특징주] <br /><br />■&nbsp;동방,&nbsp;대영포장,&nbsp;KTH,&nbsp;KCTC,&nbsp;미래생명자원,&nbsp;세틀뱅크 <br />쿠팡&nbsp;관련주,&nbsp;美나스닥&nbsp;상장&nbsp;예비심사&nbsp;승인&nbsp;소식에&nbsp;강세 <br /><br />■&nbsp;초록뱀 <br />'30조&nbsp;가치'&nbsp;쿠팡&nbsp;나스닥&nbsp;상장&nbsp;추진으로&nbsp;OTT&nbsp;수혜&nbsp;기대에&nbsp;강세 <br /><br />■&nbsp;태경케미컬 <br />쿠팡에&nbsp;드라이아이스&nbsp;공급&nbsp;부각,&nbsp;상승 <br /><br />■&nbsp;경남제약 <br />코로나19&nbsp;백신&nbsp;유통&nbsp;임박,&nbsp;콜드체인&nbsp;관련&nbsp;문의쇄도&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;한국가스공사 <br />수소사업본부&nbsp;신설&nbsp;및&nbsp;도시가스&nbsp;가격인상&nbsp;기대감에&nbsp;상승 <br /><br />■&nbsp;국동 <br />코로나19&nbsp;치료&nbsp;및&nbsp;예방&nbsp;물질&nbsp;특허&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;세원 <br />현대차그룹과&nbsp;애플의&nbsp;애플카&nbsp;개발&nbsp;협업&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;누리플랜 <br />실적&nbsp;개선&middot;친환경&nbsp;수혜&nbsp;기대감에&nbsp;상승 <br /><br />■&nbsp;센트랄모텍 <br />차량용&nbsp;부품&nbsp;기반&nbsp;본격적인&nbsp;성장세&nbsp;기대,&nbsp;증권가&nbsp;분석에&nbsp;상승 <br /><br />■&nbsp;롯데케미칼 <br />중국&nbsp;의류&nbsp;소비&nbsp;개선세에&nbsp;따른&nbsp;수혜&nbsp;예상에&nbsp;상승 <br /><br />■&nbsp;한미반도체 <br />36억원&nbsp;규모&nbsp;반도체&nbsp;장비&nbsp;공급&nbsp;계약&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;삼성SDI <br />테슬라에&nbsp;ESS배터리&nbsp;공급&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;에이에프더블류,&nbsp;상신이디피,&nbsp;이랜텍,&nbsp;삼지전자 <br />삼성SDI,&nbsp;테슬라&nbsp;ESS&nbsp;배터리&nbsp;공급&nbsp;수혜&nbsp;기대에&nbsp;상승 <br /><br />■&nbsp;파워넷 <br />삼성SDI&nbsp;테슬라&nbsp;ESS배터리&nbsp;공급..삼성전자&nbsp;SMPS&nbsp;핵심&nbsp;공급사&nbsp;부각에&nbsp;상승 <br /><br />■&nbsp;가온미디어 <br />자회사&nbsp;&lsquo;아마존&rsquo;&nbsp;입점에&nbsp;강세 <br /><br />■&nbsp;대덕전자 <br />반도체&nbsp;품귀&nbsp;수혜전망에&nbsp;상승 <br /><br />■&nbsp;현대건설 <br />사우디&nbsp;송전선&nbsp;수주&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;동국제약 <br />'해외&nbsp;화장품&nbsp;시장'&nbsp;공략&nbsp;발표에&nbsp;상승 <br /><br />■&nbsp;이마트 <br />내식&nbsp;수요&nbsp;증가로&nbsp;인한&nbsp;실적&nbsp;개선&nbsp;기대감에&nbsp;상승 <br /><br />■&nbsp;CJ&nbsp;CGV <br />코로나19&nbsp;3차&nbsp;대유행,&nbsp;안정세에&nbsp;상승 <br /><br />■&nbsp;하나투어,&nbsp;참좋은여행,&nbsp;호텔신라 <br />코로나19&nbsp;확진자&nbsp;감소세에&nbsp;호텔&nbsp;및&nbsp;여행&nbsp;관련주&nbsp;상승 <br /><br />■&nbsp;제주반도체 <br />거래처&nbsp;주문&nbsp;폭증에&nbsp;풀캐파&nbsp;도달,&nbsp;실적&nbsp;기대감에&nbsp;상승 <br /><br />■&nbsp;쎄트렉아이 <br />한화그룹의&nbsp;인수&nbsp;추진&nbsp;소식에&nbsp;상승</p> 【특징주】 일일 특징주 대덕전자 동국제약 쎄트렉아이 이마트 제주반도체 참좋은여행 파워넷 하나투어 한미반도체 현대건설 개미날다TV https://antflying.tistory.com/244 https://antflying.tistory.com/244#entry244comment Tue, 12 Jan 2021 20:07:08 +0900 https://antflying.tistory.com/243 <p>개인투자자의&nbsp;투자자금은&nbsp;지속적으로&nbsp;유입중입니다.&nbsp;이제&nbsp;시작이라고&nbsp;판단합니다.&nbsp;M2는&nbsp;늘어나고,&nbsp;소비처는&nbsp;제한적이고(예컨대&nbsp;해외여행&nbsp;불가능),&nbsp;투자처&nbsp;또한&nbsp;제한적이기&nbsp;때문입니다. <br /><br />리스크는&nbsp;상대적입니다.&nbsp;당분간&nbsp;코로나보다&nbsp;큰&nbsp;리스크요인을&nbsp;찾긴&nbsp;어렵습니다.&nbsp;증시는&nbsp;코로나에&nbsp;이미&nbsp;적응한&nbsp;상태입니다.&nbsp;미국발&nbsp;유동성은&nbsp;리스크에&nbsp;둔감한&nbsp;상태에서&nbsp;&lsquo;SMART한&rsquo;&nbsp;투자처(고수익)를&nbsp;찾아&nbsp;자연스럽게&nbsp;이동할&nbsp;것입니다.&nbsp;이런&nbsp;가정을&nbsp;바탕으로&nbsp;주요&nbsp;IB들이&nbsp;상대적으로&nbsp;기대수익률이&nbsp;높은&nbsp;이머징을&nbsp;투자처로&nbsp;지속&nbsp;추천하는&nbsp;것입니다.&nbsp;결론적으로&nbsp;국내증시에도&nbsp;본격적인&nbsp;외국인&nbsp;투자자금&nbsp;유입을&nbsp;예상합니다. <br /><br />정부역시&nbsp;마찬가지입니다.&nbsp;주식을&nbsp;막자니&nbsp;부동산에서&nbsp;겨우&nbsp;돌려놓은&nbsp;돈길이&nbsp;다시&nbsp;부동산으로&nbsp;향할&nbsp;가능성이&nbsp;우려됩니다.&nbsp;또한&nbsp;정부의&nbsp;핵심&nbsp;정책인&nbsp;그린뉴딜의&nbsp;평가는&nbsp;아파트값이&nbsp;아닌&nbsp;주가로&nbsp;평가됩니다.&nbsp;정치적으로는&nbsp;4월7일&nbsp;보궐선거&nbsp;이후에는&nbsp;대선이&nbsp;기다리고&nbsp;있습니다.&nbsp;공매도금지&nbsp;해제도&nbsp;결국&nbsp;개인투자자분들에게&nbsp;우호적인&nbsp;방향으로&nbsp;해결될&nbsp;것으로&nbsp;예상해봅니다. </p> <p><figure class="imageblock alignCenter" data-filename="photo_2021-01-10_15-27-46.jpg" data-origin-width="1280" data-origin-height="754" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/vXhMx/btqTlFuPaxf/omhN4FkmtNe6ih4YRnu91K/img.jpg" data-phocus="https://blog.kakaocdn.net/dn/vXhMx/btqTlFuPaxf/omhN4FkmtNe6ih4YRnu91K/img.jpg"><img src="https://blog.kakaocdn.net/dn/vXhMx/btqTlFuPaxf/omhN4FkmtNe6ih4YRnu91K/img.jpg" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FvXhMx%2FbtqTlFuPaxf%2FomhN4FkmtNe6ih4YRnu91K%2Fimg.jpg" data-filename="photo_2021-01-10_15-27-46.jpg" data-origin-width="1280" data-origin-height="754" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span></figure> </p> <p><br />무엇보다&nbsp;글로벌&nbsp;증시가&nbsp;호황입니다.&nbsp;지난&nbsp;십수년간&nbsp;상승률이&nbsp;미국과&nbsp;비교조차&nbsp;안되는&nbsp;국내증시의&nbsp;상승을&nbsp;정부가&nbsp;제한할&nbsp;이유가&nbsp;없습니다.&nbsp; <br /><br />2018년1월말 코스피는 2,607이었습니다. 당시 나스닥은 7,505였습니다. 지금 코스피는 겨우 3,000시대에 진입했습니다. 모두 개인투자자의 공입니다. 그런데 나스닥은 지금 13,201입니다. 코스피가 동구간 나스닥과 똑같이 올랐다면 4,585가 되어있어야 합니다.&nbsp;<br /><br />언론과&nbsp;여론도&nbsp;마찬가지입니다.&nbsp;지속적인&nbsp;증시상승은&nbsp;사회적으로&nbsp;주식투자를&nbsp;해야하는&nbsp;분위기를&nbsp;단기간에&nbsp;강력하게&nbsp;조성하고&nbsp;있습니다.&nbsp;이는&nbsp;개인투자자의&nbsp;증시자금&nbsp;유입을&nbsp;가속화하는&nbsp;동력이&nbsp;됩니다. <br /><br />우리는 지금 너무 제로금리에 익숙해 있습니다. 유동성 파티가 끝나면 가장 먼저 &lsquo;금리&rsquo;가 올라갈 것입니다. 물론 금리인상의 시점과 폭의 결정권은 미국에 있습니다. 미국은 모기지금리가 평균 30년 고정이기 때문에 정부와 연준이 만족할만한 고용+인플레 데이터를 손에 쥐게 된다면, 금리인상을 결정하는 데에 주저함은 없을 것입니다. 이번 금리인상구간에는 70년만의 법인세 인상도 함께할 가능성이 높습니다.</p> 【시황분석】 장이 어떻게 돌아가나? 개미날다 시황전망 유동성시장 유동성파티 자금유동성 종목분석 주식분석 증시분석 증시전망 현금유동성 개미날다TV https://antflying.tistory.com/243 https://antflying.tistory.com/243#entry243comment Mon, 11 Jan 2021 22:49:11 +0900 https://antflying.tistory.com/242 <p>【&rsquo;21년&nbsp;1월&nbsp;월별&nbsp;수출입&nbsp;동향과&nbsp;KOSPI 】</p> <p><figure class="imageblock alignCenter" data-filename="20210110_163004.png" data-origin-width="674" data-origin-height="617" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/cxFgg4/btqS6YJKFyf/nKKtNCKyZvosKyOBOkSMD1/img.png" data-phocus="https://blog.kakaocdn.net/dn/cxFgg4/btqS6YJKFyf/nKKtNCKyZvosKyOBOkSMD1/img.png"><img src="https://blog.kakaocdn.net/dn/cxFgg4/btqS6YJKFyf/nKKtNCKyZvosKyOBOkSMD1/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FcxFgg4%2FbtqS6YJKFyf%2FnKKtNCKyZvosKyOBOkSMD1%2Fimg.png" data-filename="20210110_163004.png" data-origin-width="674" data-origin-height="617" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span></figure> </p> <p><br /><br />2020년&nbsp;12월&nbsp;수출&nbsp;실적이&nbsp;개인적으로는&nbsp;상당한&nbsp;서프라이즈였기&nbsp;때문에&nbsp;2021년&nbsp;1월&nbsp;무역&nbsp;실적이&nbsp;상당히&nbsp;궁금했습니다.&nbsp;월요일이&nbsp;되자마자&nbsp;1월&nbsp;10일까지의&nbsp;관세청&nbsp;잠정&nbsp;실적을&nbsp;찾아보았습니다.&nbsp; <br /><br />1월&nbsp;수출금액까지&nbsp;추정하였으니&nbsp;이제는&nbsp;과연&nbsp;실물경제와&nbsp;국내&nbsp;증시는&nbsp;어느&nbsp;정도의&nbsp;차이를&nbsp;나타내고&nbsp;있는지도&nbsp;분석해보았습니다.&nbsp;실물경제는&nbsp;월별&nbsp;수출과&nbsp;수입총계의&nbsp;합에&nbsp;해당&nbsp;월의&nbsp;평균&nbsp;환율을&nbsp;곱한&nbsp;후&nbsp;이를&nbsp;연환산한&nbsp;값을&nbsp;이용하였으며,&nbsp;시가총액은&nbsp;한국거래소에서&nbsp;제공하는&nbsp;월별&nbsp;코스피와&nbsp;코스닥&nbsp;시가총액을&nbsp;합산하였습니다.&nbsp;시가총액을&nbsp;수출입합으로&nbsp;나누어&nbsp;실물&nbsp;경제의&nbsp;규모&nbsp;대비&nbsp;시가총액의&nbsp;비율은&nbsp;얼마나&nbsp;되는지를&nbsp;산출하였습니다.&nbsp;그리고&nbsp;그&nbsp;결과는&nbsp;놀라웠습니다. <br /><br />과거&nbsp;데이터를&nbsp;보면&nbsp;&lsquo;07-&lsquo;08년&nbsp;금융위기&nbsp;직전까지&nbsp;무역&nbsp;규모&nbsp;대비&nbsp;시가총액의&nbsp;비중은&nbsp;100%에서&nbsp;170%까지&nbsp;상승하다가&nbsp;금융위기가&nbsp;터지고&nbsp;증시가&nbsp;급락하자&nbsp;53%까지&nbsp;하락했습니다.&nbsp;이후&nbsp;증시가&nbsp;회복하고&nbsp;실물&nbsp;경제도&nbsp;따라&nbsp;올라오면서&nbsp;100%&nbsp;안팎까지&nbsp;회복하였습니다.&nbsp;2009년부터&nbsp;2012년까지는&nbsp;무역&nbsp;규모도&nbsp;지속&nbsp;상승하였으나&nbsp;증시는&nbsp;이를&nbsp;충분히&nbsp;따라가지&nbsp;못하면서&nbsp;해당&nbsp;비율은&nbsp;100%&nbsp;내외에&nbsp;머물렀으나&nbsp;이후&nbsp;2013년부터&nbsp;2016년까지는&nbsp;무역&nbsp;규모는&nbsp;조금씩&nbsp;축소된&nbsp;반면&nbsp;증시는&nbsp;소폭&nbsp;올라&nbsp;해당&nbsp;비율도&nbsp;130%&nbsp;수준까지&nbsp;올라왔습니다. </p> <p><figure class="imageblock alignCenter" data-filename="20210110_162901.png" data-origin-width="1270" data-origin-height="776" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/cknfjm/btqTcQqTVvq/9KY4FZA9RuuT3dw0EIkVR1/img.png" data-phocus="https://blog.kakaocdn.net/dn/cknfjm/btqTcQqTVvq/9KY4FZA9RuuT3dw0EIkVR1/img.png"><img src="https://blog.kakaocdn.net/dn/cknfjm/btqTcQqTVvq/9KY4FZA9RuuT3dw0EIkVR1/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2Fcknfjm%2FbtqTcQqTVvq%2F9KY4FZA9RuuT3dw0EIkVR1%2Fimg.png" data-filename="20210110_162901.png" data-origin-width="1270" data-origin-height="776" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span></figure> </p> <p><br />2020년은&nbsp;흐름은&nbsp;정말&nbsp;드라마틱합니다.&nbsp;코로나&nbsp;직격탄을&nbsp;맞았던&nbsp;3월에는&nbsp;해당&nbsp;비율은&nbsp;107%까지&nbsp;하락하였으나&nbsp;이후&nbsp;유동성&nbsp;장세가&nbsp;펼쳐지며&nbsp;2020년&nbsp;10월&nbsp;161%,&nbsp;11월&nbsp;185%,&nbsp;12월&nbsp;187%,&nbsp;그리고&nbsp;1월&nbsp;234%까지&nbsp;치솟았습니다.&nbsp;한국의&nbsp;경제&nbsp;구조를&nbsp;과거와&nbsp;다른&nbsp;시각으로&nbsp;보아야&nbsp;한다는&nbsp;점은&nbsp;당연히&nbsp;필요하다고&nbsp;생각합니다.&nbsp;4차&nbsp;산업혁명에&nbsp;맞춰&nbsp;반도체&nbsp;및&nbsp;IT,&nbsp;K-POP,&nbsp;K-Culture&nbsp;등&nbsp;과거의&nbsp;굴뚝&nbsp;산업과는&nbsp;다른&nbsp;성장&nbsp;산업이&nbsp;있어&nbsp;이에&nbsp;대한&nbsp;Valuation은&nbsp;반영되어야하기&nbsp;때문입니다. <br /><br />하지만&nbsp;그럼에도&nbsp;불구하고&nbsp;무역규모의&nbsp;2배를&nbsp;넘어가는&nbsp;시가총액은&nbsp;비이성적인&nbsp;매매라고&nbsp;밖에&nbsp;보여지지&nbsp;않습니다.&nbsp;2020년&nbsp;1년간&nbsp;해당&nbsp;비율의&nbsp;평균은&nbsp;161.5%였습니다.&nbsp;유동성&nbsp;장세를&nbsp;고려해서&nbsp;단순히&nbsp;2~3개월&nbsp;전인&nbsp;180%대까지만&nbsp;조정이&nbsp;온다&nbsp;하더라고&nbsp;1월&nbsp;기준&nbsp;적정&nbsp;시가총액은&nbsp;1,899조원이며&nbsp;이는&nbsp;코스피&nbsp;지수로&nbsp;대략&nbsp;2,200~2,300입니다.</p> <p>&nbsp;</p> <p><figure class="imageblock alignCenter" data-origin-width="1712" data-origin-height="671" data-filename="20210110_163020.png" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/bItBOA/btqS9Y3Pyh8/Bo1ELyRGQzKzq3Sr0vkKs1/img.png" data-phocus="https://blog.kakaocdn.net/dn/bItBOA/btqS9Y3Pyh8/Bo1ELyRGQzKzq3Sr0vkKs1/img.png"><img src="https://blog.kakaocdn.net/dn/bItBOA/btqS9Y3Pyh8/Bo1ELyRGQzKzq3Sr0vkKs1/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FbItBOA%2FbtqS9Y3Pyh8%2FBo1ELyRGQzKzq3Sr0vkKs1%2Fimg.png" data-origin-width="1712" data-origin-height="671" data-filename="20210110_163020.png" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span></figure> </p> 【국내주식】국내장 마감 시황 현황 개미날다 시황분석 종목분석 주식분석 증시분석 증시전망 코스피전망 개미날다TV https://antflying.tistory.com/242 https://antflying.tistory.com/242#entry242comment Mon, 11 Jan 2021 22:44:02 +0900 https://antflying.tistory.com/241 <p data-ke-size="size18">경제뉴스&nbsp;(2021.01.11,월)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210111_222457.png" data-origin-width="864" data-origin-height="612" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/mkXnK/btqS3aqswOQ/9shwPKeLZFOMh3brlnIA9K/img.png" data-phocus="https://blog.kakaocdn.net/dn/mkXnK/btqS3aqswOQ/9shwPKeLZFOMh3brlnIA9K/img.png"><img src="https://blog.kakaocdn.net/dn/mkXnK/btqS3aqswOQ/9shwPKeLZFOMh3brlnIA9K/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FmkXnK%2FbtqS3aqswOQ%2F9shwPKeLZFOMh3brlnIA9K%2Fimg.png" data-filename="20210111_222457.png" data-origin-width="864" data-origin-height="612" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span></figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>2021년 1월 11일(월) &nbsp;주요이슈점검</p> <p><br />●&nbsp;뉴욕증시,&nbsp;1/8(현지시간)&nbsp;美고용지표&nbsp;부진에도&nbsp;경기&nbsp;부양&nbsp;기대&nbsp;등에&nbsp;상승&hellip;&nbsp;다우&nbsp;+56.84(+0.18%)&nbsp;31,097.97,&nbsp;나스닥&nbsp;+134.50(+1.03%)&nbsp;13,201.98,&nbsp;S&amp;P500&nbsp;3,824.68(+0.55%),&nbsp;필라델피아반도체&nbsp;2,936.47(-0.02%) <br />●&nbsp;국제유가($,배럴),&nbsp;사우디&nbsp;감산&nbsp;훈풍&nbsp;지속&nbsp;등에&nbsp;상승...&nbsp;WTI&nbsp;+1.41(+2.77%)&nbsp;52.24,&nbsp;브렌트유&nbsp;+1.61(+2.96%)&nbsp;55.99 <br />●&nbsp;국제금($,온스),&nbsp;달러&nbsp;강세&nbsp;및&nbsp;美&nbsp;국채금리&nbsp;급등&nbsp;등에&nbsp;하락...&nbsp;Gold&nbsp;-78.20(-4.09%)&nbsp;1,835.40 <br />●&nbsp;달러&nbsp;index,&nbsp;달러&nbsp;매도&nbsp;포지션&nbsp;차익실현&nbsp;등에&nbsp;강세...&nbsp;+0.27(+0.30%)&nbsp;90.09 <br />●&nbsp;역외환율(원/달러),&nbsp;0.00(0.00%)&nbsp;1,093.01 <br />●&nbsp;유럽증시,&nbsp;영국(+0.24%),&nbsp;독일(+0.58%),&nbsp;프랑스(+0.65%) <br />●&nbsp;美&nbsp;12월&nbsp;고용&nbsp;14만&nbsp;명&darr;&hellip;4월&nbsp;이후&nbsp;처음&nbsp;감소하며&nbsp;예상&nbsp;미달 <br />●&nbsp;美&nbsp;11월&nbsp;도매재고&nbsp;변화없음&hellip;월가&nbsp;예상&nbsp;상회 <br />●&nbsp;美&nbsp;11월&nbsp;소비자신용&nbsp;4.4%&nbsp;증가 <br />●&nbsp;ING&nbsp;"미&nbsp;고용시장,&nbsp;단기적으로&nbsp;크게&nbsp;개선되기&nbsp;어려워" <br />●&nbsp;조&nbsp;만친&nbsp;美민주&nbsp;의원&nbsp;"2천달러&nbsp;현금&nbsp;우선순위&nbsp;아니다" <br />●&nbsp;클라리다&nbsp;"백신,&nbsp;경제&nbsp;전망&nbsp;개선&hellip;올해&nbsp;현&nbsp;수준&nbsp;채권&nbsp;매입&nbsp;지속" <br />●&nbsp;SC&nbsp;"미&nbsp;10년물&nbsp;국채수익률&nbsp;연말&nbsp;1.50%&nbsp;전망" <br />●&nbsp;백악관,&nbsp;미국&nbsp;내&nbsp;새로운&nbsp;변이&nbsp;코로나&nbsp;확산&nbsp;중일&nbsp;가능성&nbsp;확인 <br />●&nbsp;일본서&nbsp;새&nbsp;변이&nbsp;코로나&nbsp;발견됐다...'영국&middot;남아공發과도&nbsp;달라' <br />●&nbsp;"러시아에도&nbsp;영국발&nbsp;코로나19&nbsp;변이&nbsp;바이러스&nbsp;전파" <br />●&nbsp;포트폴리오&nbsp;매니저&nbsp;"이머징마켓&nbsp;정말&nbsp;매력적&hellip;수익률&nbsp;호조&nbsp;이제&nbsp;시작" <br />●&nbsp;배런스&nbsp;"테슬라&nbsp;시총이&nbsp;이미&nbsp;1조&nbsp;달러인&nbsp;까닭은&hellip;." <br />●&nbsp;유로존&nbsp;11월&nbsp;실업률&nbsp;8.3%&hellip;월가&nbsp;예상보다&nbsp;양호 <br />●&nbsp;獨&nbsp;11월&nbsp;무역흑자&nbsp;164억유로&hellip;예상치&nbsp;175억유로 <br />●&nbsp;獨&nbsp;11월&nbsp;산업생산&nbsp;전월비&nbsp;0.9%&uarr;&hellip;전년비&nbsp;2.6%&darr; <br />●&nbsp;김정은,&nbsp;바이든&nbsp;압박&hellip;"美와&nbsp;강대강&middot;선대선" <br />●&nbsp;트럼프,&nbsp;"바이든&nbsp;취임식&nbsp;안가"&hellip;152년만에&nbsp;대통령&nbsp;불참 <br />●&nbsp;바이든&nbsp;취임날&nbsp;친트럼프&nbsp;100만&nbsp;행진&hellip;워싱턴DC,&nbsp;취임식까지&nbsp;비상사태&nbsp;선포 <br />●&nbsp;한은&nbsp;"코로나19로&nbsp;유로지역&nbsp;내&nbsp;경제&nbsp;격차&nbsp;확대&hellip;불협화음&nbsp;계속될&nbsp;것" <br />●&nbsp;홍남기&nbsp;"4차&nbsp;재난지원금&nbsp;논의&nbsp;이르다&hellip;지급시&nbsp;선별&nbsp;지원" <br />●&nbsp;전국이&nbsp;꽁꽁&hellip;오늘도&nbsp;춥다,&nbsp;빙판길&nbsp;주의 <br /><br />[기업/산업] <br />●&nbsp;현대차그룹,&nbsp;전기차&nbsp;배터리&nbsp;재사용&nbsp;사업&nbsp;추진&hellip;재생에너지와&nbsp;연계 <br />●&nbsp;'몸값&nbsp;100조원'&nbsp;LG에너지솔루션,&nbsp;증시&nbsp;입성한다 <br />●&nbsp;삼성전자,&nbsp;태양전지&nbsp;리모컨&nbsp;등&nbsp;친환경&nbsp;디스플레이&nbsp;제품&nbsp;확대 <br />●&nbsp;10만전자,&nbsp;인텔과&nbsp;'칩동맹'&nbsp;성사되나 <br />●&nbsp;삼성전자,&nbsp;올해&nbsp;메모리-비메모리&nbsp;반도체&nbsp;'두마리&nbsp;토끼'&nbsp;잡는다 <br />●&nbsp;'디지털&nbsp;전환'&nbsp;넘어&nbsp;'문명적&nbsp;전환'&nbsp;온다 <br />●&nbsp;기술로&hellip;숫자로&hellip;CES&nbsp;주인공&nbsp;된&nbsp;한국기업 <br />●&nbsp;AI&nbsp;주도&nbsp;'디지털&nbsp;혁명'&hellip;5년&nbsp;걸릴&nbsp;변화&nbsp;5개월이면&nbsp;되는&nbsp;세상 <br />●&nbsp;로봇택시&middot;AI요리사&middot;VR동물원&hellip;2021&nbsp;CES&nbsp;미래기술 <br />●&nbsp;"이거&nbsp;TV&nbsp;맞아?"&hellip;구부려지고&nbsp;AI가&nbsp;화질&nbsp;조정해준다 <br />●&nbsp;한국,&nbsp;341개사&nbsp;출동&hellip;중국&nbsp;제치고&nbsp;2위&nbsp;참가국으로 <br />●&nbsp;삼성&nbsp;"LED칩&nbsp;2400만개로&nbsp;최강&nbsp;화질"&nbsp;vs&nbsp;LG&nbsp;"더&nbsp;완벽해진&nbsp;OLED" <br />●&nbsp;"방금&nbsp;'수고했다'고&nbsp;칭찬한&nbsp;전화상대&nbsp;AI였어요" <br />●&nbsp;올&nbsp;스위트룸&nbsp;'그랜드하얏트&nbsp;제주'&nbsp;5성급&nbsp;호텔&nbsp;됐다 <br />●&nbsp;신창재&nbsp;회장&nbsp;"올해&nbsp;'양손잡이&nbsp;경영'&nbsp;본격&nbsp;추진" <br />●&nbsp;은행이&nbsp;'디지털&nbsp;자산'&nbsp;관리&hellip;국민銀&nbsp;이어&nbsp;신한도&nbsp;참여 <br />●&nbsp;작년&nbsp;車보험&nbsp;손실&nbsp;줄었지만&hellip;손보사&nbsp;10곳은&nbsp;여전히&nbsp;적자 <br />●&nbsp;"국내&nbsp;패션시장&nbsp;2년&nbsp;연속&nbsp;역성장&hellip;올해는&nbsp;1.3%&uarr;&nbsp;전망" <br />●&nbsp;한국GM&nbsp;올해&nbsp;신차&nbsp;4종&nbsp;투입&hellip;적자탈출&nbsp;'시동' <br />●&nbsp;産銀&nbsp;"마힌드라,&nbsp;주식&nbsp;안팔면&nbsp;쌍용차에&nbsp;신규자금&nbsp;지원&nbsp;검토" <br />●&nbsp;통신요금도&nbsp;넷플릭스처럼&hellip;'지인할인'&nbsp;첫&nbsp;등장 <br />●&nbsp;KT,&nbsp;기가지니&nbsp;인공지능형&nbsp;'테이블&nbsp;TV'&nbsp;내놔 <br />●&nbsp;정부,&nbsp;블록체인&nbsp;전문기업&nbsp;육성&nbsp;나선다 <br />●&nbsp;가구업계&nbsp;月&nbsp;판매&nbsp;1조원&nbsp;육박&hellip;"코로나&nbsp;상황&nbsp;끝나도&nbsp;성장세&nbsp;지속" <br />●&nbsp;멕시코에도&nbsp;뒤진&nbsp;韓&nbsp;기계산업&hellip;세계&nbsp;8위로&nbsp;'미끄럼' <br />●&nbsp;한파에도&nbsp;편의점&nbsp;얼음&nbsp;특수&hellip;왜? <br />●&nbsp;공유&middot;전지현도&nbsp;없이&nbsp;'폭풍성장'&hellip;1년&nbsp;새&nbsp;이익&nbsp;10배&nbsp;늘린&nbsp;비결 <br />●&nbsp;엔씨소프트&nbsp;"빗썸&nbsp;인수전&nbsp;참여,&nbsp;사실무근" <br />●&nbsp;이석우&nbsp;두나무&nbsp;대표&nbsp;"비트코인&nbsp;'몰빵'&nbsp;위험하지만&nbsp;3년&nbsp;전과는&nbsp;달라" <br />●&nbsp;가상화폐&nbsp;1000만원어치&nbsp;사서&nbsp;2000만원에&nbsp;팔았다면&hellip;세금은? <br />●&nbsp;국내&nbsp;수입약&nbsp;의존&nbsp;역대&nbsp;최대&hellip;국산의약품&nbsp;FDA&nbsp;승인은&nbsp;'0' <br />●&nbsp;셀트리온,&nbsp;건선&nbsp;치료&nbsp;바이오시밀러&nbsp;임상&nbsp;시작 <br />●&nbsp;박소연&nbsp;프레스티지바이오&nbsp;대표&nbsp;"가성비&nbsp;높은&nbsp;바이오시밀러로&nbsp;유럽&nbsp;공략" <br />●&nbsp;"비만이&nbsp;암세포&nbsp;전이&nbsp;심화한다" <br />●&nbsp;KAIST&nbsp;'이동형&nbsp;음압병실'&nbsp;개발&hellip;닷새&nbsp;내&nbsp;빠른&nbsp;설치&nbsp;가능 <br />●&nbsp;"디지털&nbsp;헬스케어로&nbsp;영토&nbsp;확장&hellip;브랜드엑스&nbsp;가치&nbsp;1조로&nbsp;키울것" <br />●&nbsp;삼성전자에&nbsp;빠진&nbsp;동학개미&hellip;개인&nbsp;비중,&nbsp;기관&nbsp;제쳤다 <br />●&nbsp;쑥쑥&nbsp;크는&nbsp;'자식'&nbsp;덕에&hellip;'폐기물&nbsp;대장株'&nbsp;오른&nbsp;티와이홀딩스 <br />●&nbsp;HMM&nbsp;거침없는&nbsp;질주에CB투자자도&nbsp;'함박웃음' <br />●&nbsp;"조정장&nbsp;오면&nbsp;매수&nbsp;기회"&hellip;증권사&nbsp;9곳이&nbsp;추천한&nbsp;종목은? <br />●&nbsp;가스가격&nbsp;치솟자&nbsp;포스코인터&nbsp;신바람 <br />●&nbsp;韓경제&nbsp;기지개&hellip;조선업&nbsp;올해&nbsp;영업익&nbsp;320%&nbsp;뛴다 <br />●&nbsp;LF&nbsp;올해&nbsp;M&amp;A시장&nbsp;복귀할까 <br />●&nbsp;네이버페이로&nbsp;카드&nbsp;포인트&nbsp;바꾸면&nbsp;2%&nbsp;'덤' <br />●&nbsp;동국제강&nbsp;항균&nbsp;'럭스틸&nbsp;바이오',&nbsp;코로나&nbsp;선별진료소에&nbsp;잇단&nbsp;적용 <br />●&nbsp;비행기&nbsp;띄우기도&nbsp;전에&hellip;신규&nbsp;LCC,&nbsp;생존&nbsp;시험대 <br /><br />[경제/증시/부동산] <br />●&nbsp;코스피&nbsp;새해&nbsp;9.7%&nbsp;급등&nbsp;'세계1위'&hellip;과속&nbsp;우려&nbsp;커졌다 <br />●&nbsp;"코스피,&nbsp;전망치&nbsp;이미&nbsp;넘었는데&hellip;"&nbsp;리서치센터의&nbsp;고민 <br />●&nbsp;"아직&nbsp;늦지&nbsp;않았다?"&hellip;증권가&nbsp;고수&nbsp;6인이&nbsp;본&nbsp;급등장&nbsp;긴급&nbsp;진단 <br />●&nbsp;12월&nbsp;外人&nbsp;국내주식&nbsp;2조6천억원&nbsp;순매도&hellip;2개월만에&nbsp;수급&nbsp;전환 <br />●&nbsp;4분기&nbsp;실적&nbsp;발표&nbsp;돌입&hellip;코스피&nbsp;영업이익&nbsp;작년&nbsp;대비&nbsp;52%&uarr;&nbsp;전망 <br />●&nbsp;채권자금마저&nbsp;흡수하는&nbsp;증시&hellip;장기국채&nbsp;금리&nbsp;오름세 <br />●&nbsp;美&nbsp;국채&nbsp;10년물&nbsp;금리&nbsp;급등에&nbsp;증시&nbsp;긴장 <br />●&nbsp;"정기예금&nbsp;깰래요"&hellip;뭉칫돈&nbsp;증시로&nbsp;몰린다 <br />●&nbsp;전세금&nbsp;담보로&nbsp;주식투자&hellip;신용대출도&nbsp;7일새&nbsp;4533억&nbsp;늘어 <br />●&nbsp;국민&nbsp;등&nbsp;일부&nbsp;은행,&nbsp;전세&nbsp;담보대출&nbsp;줄인다 <br />●&nbsp;"돈&nbsp;넣어둘&nbsp;곳이&nbsp;없다"&hellip;'2%&nbsp;금리파킹'&nbsp;예금액&nbsp;15%&uarr; <br />●&nbsp;올해&nbsp;국민연금&nbsp;수령액&nbsp;0.5%&nbsp;오른다 <br />●&nbsp;주택연금&nbsp;한달새&nbsp;38%&nbsp;급증&hellip;가입기준&nbsp;공시가로&nbsp;완화&nbsp;효과 <br />●&nbsp;뉴욕증시,&nbsp;13일&nbsp;발표&nbsp;Fed&nbsp;경기동향보고서에&nbsp;주목 <br />●&nbsp;상하이증시,&nbsp;中&nbsp;내수시장&nbsp;상황&nbsp;반영&nbsp;지표&nbsp;줄줄이 <br /><br />[정치/사회/국내&nbsp;기타] <br />●&nbsp;오늘&nbsp;500명&nbsp;안팎까지&nbsp;내려올듯&hellip;이번&nbsp;주말에&nbsp;거리두기&nbsp;다시&nbsp;조정 <br />●&nbsp;안철수에&nbsp;예비경선&nbsp;면제&nbsp;검토 <br />●&nbsp;3차&nbsp;개각&nbsp;임박&hellip;박영선&middot;김현수&middot;성윤모&nbsp;등&nbsp;교체&nbsp;거론 <br />●&nbsp;"중대재해법&nbsp;처리&nbsp;문제&nbsp;많았다"&nbsp;與&nbsp;내부서도&nbsp;비판 <br />●&nbsp;집단소송법&middot;유통산업법&hellip;2월국회도&nbsp;규제법안&nbsp;줄줄이&nbsp;대기 <br />●&nbsp;선관위&nbsp;"TBS&nbsp;'1합시다',&nbsp;선거법&nbsp;위반&nbsp;보기&nbsp;어렵다"&nbsp;野&nbsp;"'2겨요',&nbsp;'2기자'도&nbsp;괜찮겠네" <br />●&nbsp;"핀테크&nbsp;규제&nbsp;허물어&nbsp;디지털금융&nbsp;키울&nbsp;것" <br />●&nbsp;여야,&nbsp;한정애&nbsp;20일&nbsp;인사청문회&hellip;김진욱&middot;박범계엔&nbsp;신경전&nbsp;계속 <br />●&nbsp;北이&nbsp;설계&nbsp;끝냈다는&nbsp;핵잠수함은&hellip;SLBM&nbsp;6기&nbsp;탑재&nbsp;5000t이상급 <br />●&nbsp;핵카드&nbsp;모두&nbsp;흔든&nbsp;김정은&hellip;"최대&nbsp;주적&nbsp;美&nbsp;제압할&nbsp;것" <br />●&nbsp;野&nbsp;"北에&nbsp;퍼준&nbsp;결과가&nbsp;핵잠수함" <br />●&nbsp;日&nbsp;'위안부&nbsp;판결'&nbsp;국제재판소&nbsp;제소하나 <br />●&nbsp;검찰&nbsp;수사&nbsp;이후&hellip;더&nbsp;커지는&nbsp;脫원전&nbsp;반대&nbsp;목소리 <br />●&nbsp;이번&nbsp;달&nbsp;전기료&nbsp;소폭&nbsp;내리지만&hellip;내년&nbsp;크게&nbsp;오를&nbsp;수도</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>1월 10일 월요일 간추린 뉴스입니다. <br /><br />■&nbsp;국내&nbsp;코로나19&nbsp;새&nbsp;환자가&nbsp;사흘째&nbsp;6백&nbsp;명대를&nbsp;기록한&nbsp;가운데&nbsp;오늘은&nbsp;5백&nbsp;명&nbsp;안팎이&nbsp;예상됩니다.&nbsp;이번&nbsp;주가&nbsp;3차&nbsp;유행&nbsp;확산세가&nbsp;확실히&nbsp;꺾일지&nbsp;가늠할&nbsp;중대&nbsp;분수령이&nbsp;될&nbsp;것으로&nbsp;보입니다.&nbsp; <br /><br />■&nbsp;부산&nbsp;강서구에&nbsp;있는&nbsp;세계로교회가&nbsp;20명&nbsp;이상&nbsp;모임&nbsp;금지를&nbsp;어기고,&nbsp;천&nbsp;명이&nbsp;모이는&nbsp;대면&nbsp;예배를&nbsp;강행해&nbsp;비난이&nbsp;일고&nbsp;있습니다.&nbsp;해당&nbsp;구청은&nbsp;교회에&nbsp;열흘간&nbsp;운영중단&nbsp;명령을&nbsp;내렸고&nbsp;따르지&nbsp;않으면&nbsp;폐쇄&nbsp;명령을&nbsp;내릴&nbsp;계획입니다.&nbsp; <br /><br />■&nbsp;코로나19&nbsp;3차&nbsp;확산으로&nbsp;피해를&nbsp;본&nbsp;소상공인을&nbsp;위한&nbsp;3차&nbsp;재난지원금이&nbsp;오늘부터&nbsp;지급됩니다.&nbsp;지원&nbsp;대상임을&nbsp;알리는&nbsp;문자&nbsp;메시지를&nbsp;받고&nbsp;즉시&nbsp;신청하면&nbsp;이르면&nbsp;신청&nbsp;당일&nbsp;오후에&nbsp;지원금을&nbsp;받을&nbsp;수&nbsp;있습니다.&nbsp; <br /><br />■&nbsp;문재인&nbsp;대통령이&nbsp;오늘&nbsp;2021년도&nbsp;신년사를&nbsp;발표하고&nbsp;집권&nbsp;5년&nbsp;차&nbsp;국정&nbsp;운영&nbsp;방향을&nbsp;제시합니다.&nbsp;코로나19&nbsp;방역에&nbsp;함께해&nbsp;준&nbsp;국민에게&nbsp;감사를&nbsp;표하고&nbsp;새해&nbsp;일상회복과&nbsp;선도국가로의&nbsp;도약&nbsp;의지를&nbsp;밝힐&nbsp;전망입니다.&nbsp; <br /><br />■&nbsp;미국&nbsp;민주당이&nbsp;이르면&nbsp;현지시각&nbsp;12일&nbsp;트럼프&nbsp;대통령의&nbsp;탄핵소추안의&nbsp;하원&nbsp;표결에&nbsp;나설&nbsp;것으로&nbsp;보입니다.&nbsp;친정인&nbsp;공화당에서조차&nbsp;일부&nbsp;인사들이&nbsp;하야를&nbsp;요구하고&nbsp;있어&nbsp;트럼프&nbsp;대통령은&nbsp;퇴임을&nbsp;며칠&nbsp;앞두고&nbsp;사면초가에&nbsp;빠졌습니다.&nbsp; <br /><br />■&nbsp;지난주&nbsp;트위터가&nbsp;도널드&nbsp;트럼프&nbsp;미국&nbsp;대통령의&nbsp;계정을&nbsp;영구&nbsp;폐쇄한&nbsp;것을&nbsp;계기로&nbsp;온라인상에서&nbsp;친트럼프&nbsp;세력들의&nbsp;입지가&nbsp;급격히&nbsp;약화되고&nbsp;있습니다.&nbsp;애플과&nbsp;구글&nbsp;등&nbsp;이른바&nbsp;IT&nbsp;공룡들이&nbsp;잇따라&nbsp;트럼프&nbsp;극렬&nbsp;지지자들의&nbsp;규합을&nbsp;막기&nbsp;위한&nbsp;조치에&nbsp;나섰습니다.&nbsp;추가&nbsp;폭력을&nbsp;선동할&nbsp;수&nbsp;있다는&nbsp;이유에서입니다.&nbsp; <br /><br />■&nbsp;교도통신이&nbsp;지난&nbsp;9일부터&nbsp;이틀간&nbsp;실시한&nbsp;여론조사&nbsp;결과에&nbsp;따르면,&nbsp;올해&nbsp;여름&nbsp;개최&nbsp;예정인&nbsp;도쿄올림픽에&nbsp;대해&nbsp;응답자의&nbsp;35.3%는&nbsp;"중지해야&nbsp;한다"고&nbsp;말했고,&nbsp;44.8%는&nbsp;"재연기해야&nbsp;한다"고&nbsp;답했습니다.&nbsp;당초&nbsp;작년&nbsp;7월&nbsp;열릴&nbsp;예정이었던&nbsp;도쿄올림픽은&nbsp;코로나19&nbsp;확산&nbsp;여파로&nbsp;올해&nbsp;7월로&nbsp;1년&nbsp;연기된&nbsp;바&nbsp;있습니다.&nbsp; <br /><br />■&nbsp;아동&nbsp;성범죄자&nbsp;조두순(68)이&nbsp;기초생계급여&nbsp;등&nbsp;복지급여&nbsp;지급을&nbsp;신청한&nbsp;사실이&nbsp;알려지자,&nbsp;이를&nbsp;반대하는&nbsp;청와대&nbsp;국민청원&nbsp;글이&nbsp;등장했습니다.&nbsp;기초생활보장수급자로&nbsp;선정되면&nbsp;2인&nbsp;기준으로&nbsp;92만여원의&nbsp;생계급여와&nbsp;26만여원의&nbsp;주거급여&nbsp;등&nbsp;매월&nbsp;최대&nbsp;120만원&nbsp;가량의&nbsp;복지급여를&nbsp;받게&nbsp;됩니다.&nbsp; <br /><br />■&nbsp;코로나19&nbsp;여파&nbsp;속에도&nbsp;우리나라&nbsp;조선업은&nbsp;지난해&nbsp;세계&nbsp;1위&nbsp;자리를&nbsp;지키며&nbsp;선방했습니다.&nbsp;올해는&nbsp;특히&nbsp;친환경이&nbsp;대세여서&nbsp;액화천연가스,&nbsp;LNG&nbsp;선박&nbsp;기술이&nbsp;뛰어난&nbsp;한국&nbsp;조선업이&nbsp;호황을&nbsp;맞을&nbsp;것으로&nbsp;기대됩니다.&nbsp; <br /><br />■&nbsp;정부가&nbsp;코로나19&nbsp;백신을&nbsp;무료로&nbsp;맞게&nbsp;될&nbsp;우선&nbsp;접종&nbsp;대상에&nbsp;요양병원&nbsp;노인과&nbsp;의료진,&nbsp;65세&nbsp;이상이&nbsp;접종&nbsp;우선&nbsp;대상인데,&nbsp;만&nbsp;50세&nbsp;이상&nbsp;국민으로&nbsp;범위를&nbsp;넓히는&nbsp;방안을&nbsp;검토한다는&nbsp;것과&nbsp;또,&nbsp;임신부와&nbsp;어린이는&nbsp;안전성&nbsp;검증이&nbsp;안&nbsp;된&nbsp;탓에&nbsp;제외될&nbsp;것으로&nbsp;보입니다.&nbsp; <br /><br />■&nbsp;우리나라의&nbsp;국가부채는&nbsp;아직&nbsp;양호한&nbsp;반면에&nbsp;가계부채는&nbsp;매우&nbsp;취약한&nbsp;상태인&nbsp;것으로&nbsp;나타났습니다.&nbsp;지난해&nbsp;3분기&nbsp;기준&nbsp;우리나라&nbsp;국가부채는&nbsp;국내총생산과&nbsp;비교해&nbsp;45.9퍼센트로,&nbsp;선진국&nbsp;평균보다&nbsp;상당히&nbsp;낮게&nbsp;나왔지만,&nbsp;가계부채는&nbsp;국내총생산과&nbsp;비교해&nbsp;100.6퍼센트로,&nbsp;사상&nbsp;처음&nbsp;100퍼센트&nbsp;선을&nbsp;넘어서면서&nbsp;주요국들에&nbsp;비해&nbsp;매우&nbsp;높게&nbsp;나왔다고&nbsp;합니다.&nbsp; <br /><br />■&nbsp;대출&nbsp;창구가&nbsp;열리자마자&nbsp;연초부터&nbsp;들끓는&nbsp;주식과&nbsp;가상화폐의&nbsp;움직임&nbsp;속에서&nbsp;자산을&nbsp;불릴&nbsp;절호의&nbsp;기회라는&nbsp;생각에&nbsp;빚을&nbsp;내서&nbsp;투자하는&nbsp;'빚투'&nbsp;행렬이&nbsp;줄을&nbsp;잇고&nbsp;있다고&nbsp;합니다.&nbsp;하지만&nbsp;금융당국이&nbsp;가계대출&nbsp;증가세를&nbsp;적극적으로&nbsp;관리하고&nbsp;있는&nbsp;만큼,&nbsp;지난해&nbsp;하반기처럼&nbsp;대출&nbsp;증가세가&nbsp;폭증하지는&nbsp;않을&nbsp;것으로&nbsp;보인다고&nbsp;합니다.&nbsp; <br /><br />■&nbsp;이번&nbsp;달&nbsp;예정된&nbsp;초&middot;중등&nbsp;교원&nbsp;2차&nbsp;임용&nbsp;시험에서는&nbsp;코로나19&nbsp;확진자도&nbsp;시험을&nbsp;볼&nbsp;수&nbsp;있게&nbsp;됐습니다.&nbsp;교육부는&nbsp;"확진&nbsp;판정을&nbsp;받은&nbsp;응시생은&nbsp;생활치료센터&nbsp;등&nbsp;지역별로&nbsp;지정된&nbsp;별도&nbsp;공간에서&nbsp;시험을&nbsp;치르게&nbsp;할&nbsp;예정"이라고&nbsp;밝혔습니다.&nbsp; <br /><br />■&nbsp;고병원성&nbsp;조류인플루자가&nbsp;발생하는&nbsp;농장이&nbsp;계속&nbsp;늘어나면서&nbsp;덩달아&nbsp;오리고기와&nbsp;달걀&nbsp;가격도&nbsp;들썩이고&nbsp;있습니다.&nbsp;달걀&nbsp;한&nbsp;판&nbsp;가격은&nbsp;6천&nbsp;원을&nbsp;넘어섰는데,&nbsp;오름세는&nbsp;당분간&nbsp;이어질&nbsp;것으로&nbsp;보입니다.</p> 【경제뉴스】 일일이슈 개미날다 경제뉴스 경제이슈 주식뉴스 주식이슈 증권뉴스 증권이슈 개미날다TV https://antflying.tistory.com/241 https://antflying.tistory.com/241#entry241comment Mon, 11 Jan 2021 22:38:53 +0900 https://antflying.tistory.com/240 <p data-ke-size="size18">증시&nbsp;마감&nbsp;시황&nbsp;(2021.01.11,월)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="KakaoTalk_20210111_190041885.jpg" data-origin-width="1242" data-origin-height="998" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/bg9WP7/btqTkgvhYP4/KC30h1KXLaThjrKAazw4K1/img.jpg" data-phocus="https://blog.kakaocdn.net/dn/bg9WP7/btqTkgvhYP4/KC30h1KXLaThjrKAazw4K1/img.jpg"><img src="https://blog.kakaocdn.net/dn/bg9WP7/btqTkgvhYP4/KC30h1KXLaThjrKAazw4K1/img.jpg" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2Fbg9WP7%2FbtqTkgvhYP4%2FKC30h1KXLaThjrKAazw4K1%2Fimg.jpg" data-filename="KakaoTalk_20210111_190041885.jpg" data-origin-width="1242" data-origin-height="998" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span></figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[코스피] <br />1/11&nbsp;KOSPI&nbsp;3,148.45(-0.12%)&nbsp;기관&middot;외국인&nbsp;동반&nbsp;순매도(-),&nbsp;개인&nbsp;역대&nbsp;최대규모&nbsp;순매수(+) <br /><br />지난&nbsp;주말&nbsp;뉴욕증시가&nbsp;경기&nbsp;부양&nbsp;확대&nbsp;기대감&nbsp;및&nbsp;코로나19&nbsp;백신&nbsp;기대감&nbsp;등으로&nbsp;상승했고,&nbsp;유럽&nbsp;주요국&nbsp;증시도&nbsp;상승.&nbsp;이날&nbsp;코스피지수는&nbsp;3,161.90(+9.72P,&nbsp;+0.31%)로&nbsp;상승&nbsp;출발.&nbsp;3,148.45(-3.73P,&nbsp;-0.12%)에서&nbsp;거래를&nbsp;마감.&nbsp; <br /><br />개인이&nbsp;4조원&nbsp;넘는&nbsp;사상&nbsp;최대&nbsp;규모의&nbsp;순매수를&nbsp;기록했으나&nbsp;기관이&nbsp;3.7조&nbsp;넘는&nbsp;대규모&nbsp;매물&nbsp;폭탄을&nbsp;쏟아냈고,&nbsp;외국인도&nbsp;7천억&nbsp;넘는&nbsp;순매도를&nbsp;보이면서&nbsp;코스피지수는&nbsp;약보합&nbsp;마감.&nbsp; <br /><br />아시아&nbsp;주요국&nbsp;증시는&nbsp;일본이&nbsp;휴장한&nbsp;가운데,&nbsp;중국이&nbsp;하락했고,&nbsp;대만은&nbsp;상승.&nbsp; <br /><br />수급별로는&nbsp;기관과&nbsp;외국인이&nbsp;각각&nbsp;3조7,412억,&nbsp;7,191억&nbsp;순매도,&nbsp;개인은&nbsp;4조4,823억&nbsp;순매수.&nbsp;선물시장에서는&nbsp;기관과&nbsp;개인이&nbsp;각각&nbsp;3,972계약,&nbsp;1,213계약&nbsp;순매수,&nbsp;외국인은&nbsp;5,264계약&nbsp;순매도.&nbsp; <br /><br />원/달러&nbsp;환율은&nbsp;전거래일&nbsp;대비&nbsp;7.5원&nbsp;상승한&nbsp;1,097.3원을&nbsp;기록.&nbsp; <br /><br />코스피&nbsp;시총상위종목들은&nbsp;대부분&nbsp;하락.&nbsp;LG전자(-3.73%),&nbsp;SK하이닉스(-3.62%),&nbsp;POSCO(-3.57%)등이&nbsp;하락.&nbsp;반면,&nbsp;현대차(+8.74%),&nbsp;카카오(+4.38%),&nbsp;SK이노베이션(+3.89%)등은&nbsp;상승.&nbsp; <br /><br />업종별로도&nbsp;대부분&nbsp;하락.&nbsp;철강/금속(-3.45%),&nbsp;기계(-2.95%),&nbsp;섬유/의복(-2.82%)등이&nbsp;하락.&nbsp;반면,&nbsp;증권(+3.62%),&nbsp;운수장비(+2.39%),&nbsp;건설(+1.04%)등은&nbsp;상승.&nbsp; <br /><br />마감&nbsp;지수&nbsp;:&nbsp;KOSPI&nbsp;3,148.45P(-3.73P/-0.12%) </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><br />[코스닥] <br />1/11&nbsp;KOSDAQ&nbsp;976.63(-1.13%)&nbsp;기관&nbsp;8거래일&nbsp;연속&nbsp;순매도,&nbsp;외국인&middot;개인&nbsp;순매수(+) <br /><br />지난&nbsp;주말&nbsp;뉴욕증시가&nbsp;경기&nbsp;부양&nbsp;확대&nbsp;기대감&nbsp;및&nbsp;코로나19&nbsp;백신&nbsp;기대감&nbsp;등으로&nbsp;상승한&nbsp;가운데,&nbsp;이날&nbsp;코스닥지수는&nbsp;988.38(+0.59P,&nbsp;+0.06%)로&nbsp;강보합&nbsp;출발.&nbsp;&nbsp;976.63(-11.16P,&nbsp;-1.13%)에서&nbsp;거래를&nbsp;마감.&nbsp; <br /><br />개인과&nbsp;외국인의&nbsp;순매수에도&nbsp;불구하고,&nbsp;기관&nbsp;순매도에&nbsp;코스닥지수는&nbsp;이틀째&nbsp;하락.&nbsp;기관은&nbsp;8거래일&nbsp;연속&nbsp;순매도를&nbsp;기록했고,&nbsp;개인은&nbsp;8거래일&nbsp;연속&nbsp;순매수.&nbsp; <br /><br />수급별로는&nbsp;기관이&nbsp;963억&nbsp;순매도,&nbsp;개인과&nbsp;외국인은&nbsp;각각&nbsp;880억,&nbsp;337억&nbsp;순매수. <br /><br />코스닥&nbsp;시총상위종목들은&nbsp;등락이&nbsp;엇갈림.&nbsp;에이치엘비(-3.78%),&nbsp;씨젠(-3.70%),&nbsp;제넥신(-3.18%)등이&nbsp;하락.&nbsp;반면,&nbsp;리노공업(+6.71%),&nbsp;셀트리온헬스케어(+6.20%),&nbsp;엘앤에프(+3.98%)등은&nbsp;상승.&nbsp; <br /><br />업종별로는&nbsp;대부분&nbsp;하락.&nbsp;음식료/담배(-4.09%),&nbsp;의료/정밀기기(-3.28%),&nbsp;컴퓨터서비스(-2.89%)등이&nbsp;하락.&nbsp;반면,&nbsp;유통(+3.84%),&nbsp;기타제조(+1.09%),&nbsp;방송서비스(+0.46%)등은&nbsp;상승.&nbsp; <br /><br />마감&nbsp;지수&nbsp;:&nbsp;KOSDAQ&nbsp;976.63P(-11.16P/-1.13%) </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><br />●&nbsp;국내증시,&nbsp;1/11&nbsp;코스피&nbsp;개인&nbsp;역대&nbsp;최대&nbsp;순매수에도&nbsp;불구하고,&nbsp;기관&middot;외국인&nbsp;동반&nbsp;순매도에&nbsp;약보합,&nbsp;코스닥&nbsp;기관&nbsp;순매도에&nbsp;이틀째&nbsp;하락&hellip;&nbsp;코스피&nbsp;-3.73(-0.12%)&nbsp;3,148.45,&nbsp;코스닥&nbsp;-11.16(-1.13%)&nbsp;976.63 <br />●&nbsp;원/달러&nbsp;환율,&nbsp;글로벌&nbsp;달러화&nbsp;강세&nbsp;지속&nbsp;등에&nbsp;상승...&nbsp;+7.5원(+0.69%)&nbsp;1,097.3원 <br />●&nbsp;아시아&nbsp;증시,&nbsp;중국(-1.08%),&nbsp;일본(휴장),&nbsp;홍콩(+0.11%),&nbsp;대만(+0.60%) <br />●&nbsp;文&nbsp;"2월부터&nbsp;백신&nbsp;전국민&nbsp;무료접종&hellip;주거&nbsp;문제는&nbsp;송구" <br />●&nbsp;1월&nbsp;1&sim;10일&nbsp;수출&nbsp;15.4%&nbsp;감소&hellip;일평균은&nbsp;5.8%&nbsp;증가 <br />●&nbsp;정부,&nbsp;CPTPP&nbsp;가입&nbsp;적극&nbsp;검토&middot;&middot;&middot;&nbsp;바이든&nbsp;정부와&nbsp;전략적&nbsp;협력 <br />●&nbsp;北&nbsp;김정은,&nbsp;당&nbsp;대회서&nbsp;아버지&nbsp;이어&nbsp;'총비서'&nbsp;등극&hellip;대미&middot;대남라인은&nbsp;강등 <br />●&nbsp;"이달&nbsp;17일&nbsp;또&nbsp;무장&nbsp;궐기"&hellip;美&nbsp;폭력사태&nbsp;재연되나 <br />●&nbsp;코스피&nbsp;거래대금&nbsp;44조원로&nbsp;역대&nbsp;최고치&hellip;'동학개미&nbsp;파워' <br /><br />[기업/산업] <br />●&nbsp;현대차,&nbsp;전기차&nbsp;배터리-에너지저장장치&nbsp;연계&nbsp;실증사업&nbsp;추진 <br />●&nbsp;삼성SDI,&nbsp;테슬라&nbsp;손잡고&nbsp;ESS&nbsp;1위&nbsp;굳힌다 <br />●&nbsp;대한항공,&nbsp;아시아나&nbsp;현장&nbsp;실사&nbsp;착수&hellip;인수에&nbsp;속도 <br />●&nbsp;예상보다&nbsp;빠른&nbsp;LG에너지솔루션의&nbsp;IPO&nbsp;추진설에&nbsp;가치&nbsp;재평가&nbsp;기대&nbsp;'솔솔' <br />●&nbsp;쿠팡,&nbsp;이르면&nbsp;3월&nbsp;상장&nbsp;가능&hellip;美&nbsp;나스닥&nbsp;예비심사&nbsp;승인 <br />●&nbsp;구리&nbsp;한강변개발사업&nbsp;소송&nbsp;2차전?&hellip;GS건설&nbsp;"본안소송&nbsp;준비" <br />●&nbsp;LG생활건강&nbsp;"MP한강&nbsp;지분&nbsp;매입&nbsp;검토&nbsp;안해" <br /><br />[경제/증시/부동산] <br />●&nbsp;월가,&nbsp;거품&nbsp;경고&nbsp;잇달아&nbsp;...강세론자&nbsp;야데니도&nbsp;"기술주-비트코인&nbsp;과열" <br />●&nbsp;무선통신&nbsp;증가&middot;반도체&nbsp;선방&hellip;새해&nbsp;첫&nbsp;수출&nbsp;15%&nbsp;감소 <br />●&nbsp;'일단&nbsp;받아놓자'&nbsp;신용대출,&nbsp;또&nbsp;막히나&hellip;금감원,&nbsp;오늘&nbsp;은행권&nbsp;긴급소집 <br />●&nbsp;정부,&nbsp;중소기업&nbsp;해외수출&nbsp;지원에&nbsp;2154억&nbsp;투입 <br />●&nbsp;정부,&nbsp;올&nbsp;상반기&nbsp;공공조달&nbsp;32.2조&nbsp;조기&nbsp;집행한다 <br />●&nbsp;문대통령&nbsp;"주거문제&nbsp;송구&hellip;공급확대에&nbsp;역점&nbsp;둘&nbsp;것" <br /><br />[정치/사회/국내&nbsp;기타] <br />●&nbsp;文&nbsp;"확장&nbsp;예산&nbsp;신속&nbsp;집행&middot;&middot;110조&nbsp;투자&nbsp;프로젝트&nbsp;추진" <br />●&nbsp;한국&nbsp;"부당한&nbsp;억류"&middot;이란&nbsp;"불법적&nbsp;자금동결"&hellip;입장차만&nbsp;확인 <br />●&nbsp;정부,&nbsp;이번&nbsp;주&nbsp;'예방접종대응협의체'&nbsp;첫&nbsp;회의&hellip;접종계획은&nbsp;이달&nbsp;발표 <br />●&nbsp;금감원,&nbsp;GA&nbsp;불완전판매&nbsp;끊는다...반복&nbsp;위반하면&nbsp;'가중처벌' <br />●&nbsp;13일에도&nbsp;위안부&nbsp;1심&nbsp;선고&hellip;日&nbsp;소송&nbsp;대응&nbsp;안해&nbsp;대법원&nbsp;판단&nbsp;어려워 <br />●&nbsp;북,&nbsp;한파&nbsp;속&nbsp;'심야열병식'&nbsp;강행한&nbsp;듯&hellip;작년&nbsp;10월보다&nbsp;규모&nbsp;축소 <br /><br />[국제/해외] <br />●&nbsp;美&nbsp;빅테크,&nbsp;바이든&nbsp;취임준비위에&nbsp;기부&hellip;트럼프&nbsp;'불복'&nbsp;동조&nbsp;공화&nbsp;상원&nbsp;돈&nbsp;줄&nbsp;끊길&nbsp;위기 <br />●&nbsp;"미&nbsp;의회조사국,&nbsp;중국이&nbsp;10년&nbsp;내&nbsp;전함&nbsp;65척&nbsp;추가&nbsp;건조&nbsp;전망" <br />●&nbsp;대만&nbsp;"미국&nbsp;외교&nbsp;관계&nbsp;제한&nbsp;해제&nbsp;환영"&hellip;중국은&nbsp;보복&nbsp;시사 <br />●&nbsp;작년&nbsp;12월&nbsp;중국&nbsp;소비자물가&nbsp;0.2%&uarr;...생산자는&nbsp;0.4%&darr; <br />●&nbsp;미&nbsp;투자은행들,&nbsp;홍콩&nbsp;상장&nbsp;구조화상품&nbsp;500개&nbsp;거래목록서&nbsp;제외 <br />●&nbsp;"미국&nbsp;6대&nbsp;은행,&nbsp;1분기&nbsp;11.6조원대&nbsp;자사주&nbsp;매입&nbsp;예상"</p> 【국내주식】국내장 마감 시황 현황 개미날다 마감브리핑 마감요약 시황마감 시황마감브리핑 주식교육 주식매매 주식정보 증시마감 증시시황 개미날다TV https://antflying.tistory.com/240 https://antflying.tistory.com/240#entry240comment Mon, 11 Jan 2021 22:36:48 +0900 https://antflying.tistory.com/239 <p><figure class="imageblock alignCenter" data-filename="20210111_223126.png" data-origin-width="1232" data-origin-height="706" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/Y2uv6/btqTkhgGiCn/vjpl9fWpsSuMnHTnbFloYk/img.png" data-phocus="https://blog.kakaocdn.net/dn/Y2uv6/btqTkhgGiCn/vjpl9fWpsSuMnHTnbFloYk/img.png"><img src="https://blog.kakaocdn.net/dn/Y2uv6/btqTkhgGiCn/vjpl9fWpsSuMnHTnbFloYk/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FY2uv6%2FbtqTkhgGiCn%2Fvjpl9fWpsSuMnHTnbFloYk%2Fimg.png" data-filename="20210111_223126.png" data-origin-width="1232" data-origin-height="706" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span></figure> </p> <p><br />오늘&nbsp;증시흐름에서&nbsp;가장&nbsp;중요했던&nbsp;순간은&nbsp;10시55분~11시10분&nbsp;까지&nbsp;약15분&nbsp;이었습니다.&nbsp;동&nbsp;15분동안&nbsp;외국인은&nbsp;선물&nbsp;약2,000억을&nbsp;순매도했고,&nbsp;발맞춰&nbsp;금융투자는&nbsp;약3,000억의&nbsp;주식(코스피)을&nbsp;순매도했습니다.&nbsp;이&nbsp;3,000억의&nbsp;주식매도가&nbsp;코스피지수를&nbsp;약&nbsp;60포인트&nbsp;하락시켰습니다. <br /><br />외국인이&nbsp;단시간에&nbsp;선물을&nbsp;매도하면,&nbsp;선물이&nbsp;저평가&nbsp;구간에&nbsp;들어가고,&nbsp;이시점에&nbsp;누군가(금융투자/증권사&nbsp;고유)는&nbsp;현물을&nbsp;매도하고&nbsp;선물을&nbsp;매수하는&nbsp;차익거래가&nbsp;가능해집니다.&nbsp;즉,&nbsp;선물을&nbsp;2,000억&nbsp;매도한&nbsp;외국인은&nbsp;이런&nbsp;차익거래&nbsp;매커니즘을&nbsp;예상했을&nbsp;가능성이&nbsp;큽니다.&nbsp;선물은&nbsp;공매도(숏)가&nbsp;가능합니다. <br /><br />15분동안&nbsp;하락한&nbsp;60포인트를&nbsp;빼고보면&nbsp;코스피지수의&nbsp;오늘&nbsp;장중&nbsp;고점은&nbsp;3,266이며,&nbsp;종가는&nbsp;3,208(실제종가&nbsp;3,148)이&nbsp;됩니다.&nbsp;즉,&nbsp;실제&nbsp;하루&nbsp;변동폭이&nbsp;약4%였지만,&nbsp;15분간의&nbsp;시장크랙이&nbsp;없었다면&nbsp;2%의&nbsp;변동성으로&nbsp;마무리되었을&nbsp;하루입니다. <br /><br />외국인들은&nbsp;12/28&nbsp;부터&nbsp;오늘까지&nbsp;선물&nbsp;4.6조원을&nbsp;순매도했습니다.&nbsp;대부분&nbsp;단기&nbsp;증시방향성(하락)에&nbsp;베팅한&nbsp;포지션으로&nbsp;예측됩니다.&nbsp;그런데&nbsp;동구간&nbsp;코스피200&nbsp;선물은&nbsp;13%넘게&nbsp;상승했습니다.&nbsp;누군가&nbsp;포지션에&nbsp;대규모&nbsp;손실이&nbsp;누적되어있다면,&nbsp;오늘&nbsp;장중에&nbsp;기세를&nbsp;꺾을&nbsp;필요가&nbsp;있다고&nbsp;판단했을&nbsp;가능성도&nbsp;있습니다. <br /><br />부가적으로는&nbsp;새벽부터&nbsp;비트코인이&nbsp;단기&nbsp;조정구간에&nbsp;진입했습니다.&nbsp;4만달러&nbsp;돌파후&nbsp;현재&nbsp;3.4만달러로&nbsp;약&nbsp;15%&nbsp;수준의&nbsp;단기&nbsp;조정을&nbsp;보여주고&nbsp;있습니다.&nbsp;또한&nbsp;오전10시경&nbsp;북한의&nbsp;열병식&nbsp;관련&nbsp;언론보도가&nbsp;시작되었습니다.&nbsp;여러가지&nbsp;작은&nbsp;이슈들과&nbsp;특정&nbsp;주체의&nbsp;수급임팩트가&nbsp;복합적으로&nbsp;작용한&nbsp;것입니다. <br /><br />현재&nbsp;글로벌증시의&nbsp;상승동력은&nbsp;유동성입니다.&nbsp;미국발&nbsp;제로금리는&nbsp;주요국가들이&nbsp;금리를&nbsp;낮게&nbsp;유지할&nbsp;수&nbsp;있는&nbsp;원동력입니다.&nbsp;또한&nbsp;바이든행정부는&nbsp;블루웨이브를&nbsp;기반으로&nbsp;더욱더&nbsp;큰&nbsp;규모의&nbsp;부양책을&nbsp;추진할&nbsp;예정입니다.&nbsp;물론&nbsp;대규모의&nbsp;현금지급도&nbsp;포함될&nbsp;가능성이&nbsp;높습니다. <br /><br />미국&nbsp;기업실적은&nbsp;1분기부터&nbsp;기저효과가&nbsp;발생합니다.&nbsp;일단&nbsp;구두이지만&nbsp;연준은&nbsp;2023년까지&nbsp;제로금리를&nbsp;유지하고,&nbsp;당분간&nbsp;채권매입도&nbsp;지속할&nbsp;예정입니다. <br /><br />국내시장의&nbsp;단기&nbsp;변수는&nbsp;공매도금지&nbsp;해제입니다.&nbsp;이부분은&nbsp;일단&nbsp;오늘&nbsp;증시조정의&nbsp;원인으로&nbsp;보기에는&nbsp;아직&nbsp;시간이&nbsp;많이&nbsp;남아있습니다.&nbsp;또한&nbsp;여당에서는&nbsp;이미&nbsp;공매도금지를&nbsp;연장하거나&nbsp;공매도를&nbsp;폐지하자는&nbsp;의견이&nbsp;나오고&nbsp;있다는&nbsp;보도가&nbsp;있었습니다.&nbsp;전반적으로&nbsp;개인투자자(동학개미)에게&nbsp;우호적인&nbsp;방향으로&nbsp;결정될&nbsp;것이라&nbsp;조심스럽게&nbsp;전망합니다. <br /><br /><br />결론적으로&nbsp;오늘,&nbsp;최근&nbsp;증시&nbsp;상승의&nbsp;원동력인&nbsp;&lsquo;유동성&rsquo;의&nbsp;훼손을&nbsp;가정할&nbsp;수&nbsp;있는&nbsp;어떤&nbsp;이슈도&nbsp;없었습니다.&nbsp;그리고&nbsp;비트코인&nbsp;조정,&nbsp;북한&nbsp;열병식&nbsp;등&nbsp;마이너한&nbsp;뉴스가&nbsp;있었습니다.&nbsp;이와중에&nbsp;장중&nbsp;짧은&nbsp;시간동안(약15분)&nbsp;대규모&nbsp;매물이&nbsp;쏟아지며,&nbsp;증시를&nbsp;눌렀습니다.&nbsp;따라서&nbsp;크게&nbsp;우려할만한&nbsp;조정으로&nbsp;생각하지&nbsp;않습니다.(단발성&nbsp;이벤트) <br /><br />단지,&nbsp;최근&nbsp;삼성전자,&nbsp;현대차그룹에&nbsp;집중되었던&nbsp;수급이&nbsp;증시전반으로&nbsp;펼쳐질&nbsp;가능성은&nbsp;있습니다.&nbsp;삼성전자의&nbsp;하루&nbsp;8%상승(장중)과&nbsp;아직&nbsp;아무것도&nbsp;결정된&nbsp;것이&nbsp;없는데&nbsp;뉴스만으로&nbsp;2일동안&nbsp;30%&nbsp;상승한&nbsp;현대차의&nbsp;주가상승은&nbsp;단기적으로&nbsp;충분한&nbsp;상승폭일&nbsp;수도&nbsp;있습니다.&nbsp;(추가상승을&nbsp;위한&nbsp;약간의&nbsp;차익실현&nbsp;구간&nbsp;필요) <br /><br /><br />일단 뇌피셜임.</p> 【美_증시체크】미국 시황 현황 개미날다 개미날다TV 주식교육 주식매매 주식정보 증시낙폭 증시조정 증시조정장 증시하락 하락장 개미날다TV https://antflying.tistory.com/239 https://antflying.tistory.com/239#entry239comment Mon, 11 Jan 2021 22:32:50 +0900 https://antflying.tistory.com/238 <p data-ke-size="size18">증권사&nbsp;관심주&nbsp;【2021.01.11,월】</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210111_222513.png" data-origin-width="950" data-origin-height="677" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/p8hUO/btqTlHsD1fu/bTuNRaGzj6o5tue9FADT11/img.png" data-phocus="https://blog.kakaocdn.net/dn/p8hUO/btqTlHsD1fu/bTuNRaGzj6o5tue9FADT11/img.png" data-alt="증권사추천주"><img src="https://blog.kakaocdn.net/dn/p8hUO/btqTlHsD1fu/bTuNRaGzj6o5tue9FADT11/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2Fp8hUO%2FbtqTlHsD1fu%2FbTuNRaGzj6o5tue9FADT11%2Fimg.png" data-filename="20210111_222513.png" data-origin-width="950" data-origin-height="677" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>증권사추천주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>▶️&nbsp;종목별&nbsp;증권사&nbsp;주요&nbsp;의견&nbsp;(1월&nbsp;11일) <br /><br /><br />●삼성전자 <br />4Q20&nbsp;잠정실적&nbsp;발표&nbsp;:&nbsp;매출액&nbsp;61조원(-8.9%&nbsp;QoQ),&nbsp;영업이익&nbsp;9.0조원(-27.1%&nbsp;QoQ) <br />빨라지는&nbsp;DRAM&nbsp;턴어라운드 <br />앞만&nbsp;보고&nbsp;달려가자 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;11만원&nbsp;/&nbsp;케이프&nbsp;박성순 <br /><br />●삼성전자 <br />2020년&nbsp;4분기&nbsp;잠정&nbsp;실적은&nbsp;추정치&nbsp;대비&nbsp;하회 <br />잠정&nbsp;실적과&nbsp;주가는&nbsp;판이한&nbsp;흐름 <br />분기&nbsp;실적에&nbsp;대해&nbsp;시장의&nbsp;관심&nbsp;제한적 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;11만원&nbsp;/&nbsp;하나금투&nbsp;김경민 <br /><br />●SK하이닉스 <br />Telco&nbsp;Cloud와&nbsp;MEC&nbsp;시대의&nbsp;도래,&nbsp;주목받는&nbsp;SK하이닉스 <br />Telco&nbsp;Cloud+MEC&nbsp;시대&nbsp;도래&nbsp;시&nbsp;수요&nbsp;급증&nbsp;기대되는&nbsp;Smart&nbsp;SSD는&nbsp;SK하이닉스,&nbsp;삼성전자,&nbsp;Micron&nbsp;3파전&nbsp;예상 <br />동사&nbsp;DRAM&nbsp;재고는&nbsp;매우&nbsp;낮은&nbsp;수준에&nbsp;도달.&nbsp;금년&nbsp;하반기&nbsp;176단&nbsp;4D&nbsp;NAND&nbsp;양산&nbsp;통해&nbsp;Re-rating&nbsp;가능 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;171,000원&nbsp;/&nbsp;SK증권&nbsp;김영우 <br /><br />●LG전자 <br />믿는&nbsp;구석이&nbsp;있다 <br />4Q20&nbsp;잠정&nbsp;실적,&nbsp;전년&nbsp;동기&nbsp;대비&nbsp;크게&nbsp;개선 <br />MC만&nbsp;아니었어도 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;175,000원&nbsp;/&nbsp;DB금투&nbsp;권성률 <br /><br />●LG전자 <br />VS(전장)가치는&nbsp;확대&nbsp;중 <br />2021년&nbsp;1분기&nbsp;영업이익은&nbsp;1조&nbsp;1,125억원&nbsp;72%&nbsp;증가(qoq)&nbsp;추정 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;17만원&nbsp;/&nbsp;대신증권&nbsp;박강호 <br /><br />●삼성SDI <br />거세게&nbsp;몰아치는&nbsp;EV&nbsp;열풍,&nbsp;배터리가&nbsp;부족하다 <br />테슬라는&nbsp;생산자동화를&nbsp;극한으로&nbsp;끌어올린&nbsp;상하이&nbsp;공장에서&nbsp;생산되는&nbsp;모델&nbsp;Y&nbsp;가격을&nbsp;대폭&nbsp;인하 <br />모델&nbsp;Y의&nbsp;동급&nbsp;차종&nbsp;글로벌&nbsp;시장&nbsp;규모는&nbsp;대략&nbsp;400~440만대&nbsp;수준 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;878,000원&nbsp;/&nbsp;SK증권&nbsp;김영우 <br /><br />●현대차 <br />사과(Apple)하세요 <br />4Q20&nbsp;영업이익은&nbsp;1.68조원(+44.0%&nbsp;yoy,&nbsp;OPM&nbsp;5.8%)으로&nbsp;컨센서스&nbsp;3.6%&nbsp;하회&nbsp;전망 <br />시장대비&nbsp;Valuation&nbsp;할인&nbsp;해소되며&nbsp;적정&nbsp;수준으로&nbsp;회복&nbsp;중 <br />안정적인&nbsp;4Q20&nbsp;실적과&nbsp;E-GMP&nbsp;신차&nbsp;출시로&nbsp;주가는&nbsp;outperform&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;300,000원&nbsp;/&nbsp;현대차증권&nbsp;장문수 <br /><br />●현대모비스 <br />4Q20&nbsp;영업이익은&nbsp;6,535억원(+3.0%&nbsp;yoy,&nbsp;OPM&nbsp;6.0%)으로&nbsp;컨센서스&nbsp;5.5%&nbsp;하회&nbsp;전망 <br />Apple과도&nbsp;썸&nbsp;타는&nbsp;사이 <br />현대차그룹&nbsp;전기차&nbsp;선두권&nbsp;진입,&nbsp;경쟁력&nbsp;있는&nbsp;전용&nbsp;플랫폼&nbsp;기반&nbsp;BEV&nbsp;확대 <br />Valuation&nbsp;할인&nbsp;해소&nbsp;중이나&nbsp;여전히&nbsp;과거&nbsp;평균&nbsp;수준대비&nbsp;저평가 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;43만원&nbsp;/&nbsp;현대차증권&nbsp;장문수 <br /><br />●LG이노텍 <br />1Q&nbsp;연속되는&nbsp;어닝&nbsp;서프라이즈&nbsp;예고 <br />부품&nbsp;수급&nbsp;집중&nbsp;현상 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;24만원&nbsp;/&nbsp;삼성증권&nbsp;이종욱 <br /><br />●PI첨단소재 <br />판가&nbsp;인상&nbsp;&amp;&nbsp;1Q21&nbsp;사상최대&nbsp;실적 <br />4Q20E&nbsp;/&nbsp;1Q21E&nbsp;Preview:&nbsp;모두&nbsp;컨센서스&nbsp;큰폭으로&nbsp;상회 <br />3년만의&nbsp;가격인상&nbsp;&rarr;&nbsp;2021E&nbsp;추정치&nbsp;상향&nbsp;&rarr;&nbsp;적정주가&nbsp;상향 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;55,000원&nbsp;/&nbsp;메리츠&nbsp;주민우 <br /><br />●에코프로비엠 <br />여전히&nbsp;우월한&nbsp;성장&nbsp;스토리 <br />4Q20&nbsp;영업이익&nbsp;175억원(-2.3%&nbsp;QoQ,&nbsp;+970.0%&nbsp;YoY)으로&nbsp;전망 <br />포트폴리오가&nbsp;좋다 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;23만원&nbsp;/&nbsp;신한금투&nbsp;정용진 <br /><br />●코세스 <br />Mini/MicroLED&nbsp;탐방노트&nbsp;#2:&nbsp;무선이어폰&nbsp;+&nbsp;Mini&nbsp;LED로&nbsp;퀀텀&nbsp;점프 <br />안정적인&nbsp;매출&nbsp;성장을&nbsp;이끄는&nbsp;무선이어폰&nbsp;레이저&nbsp;장비 <br />Mini&nbsp;LED&nbsp;본격적인&nbsp;수주&nbsp;기대 <br />NR&nbsp;/&nbsp;하나금투&nbsp;정민구 <br /><br />●기가레인 <br />Mini/MicroLED&nbsp;탐방노트&nbsp;#3:&nbsp;2021년은&nbsp;미니LED&nbsp;장비&nbsp;+&nbsp;5G통신&nbsp;부품&nbsp;흑자전환&nbsp;기대 <br />5G통신&nbsp;부품과&nbsp;디스플레이&nbsp;장비&nbsp;전문업체 <br />2021년&nbsp;LED&nbsp;장비&nbsp;모멘텀&nbsp;+&nbsp;5G&nbsp;기지국&nbsp;모듈&nbsp;수익성&nbsp;기대 <br />NR&nbsp;/&nbsp;하나금투&nbsp;정민구 <br /><br />●일진디스플 <br />Mini/MicroLED&nbsp;탐방노트&nbsp;#1:&nbsp;시장&nbsp;개화에&nbsp;따른&nbsp;과점적&nbsp;수혜&nbsp;예상 <br />LED칩&nbsp;원자재,&nbsp;사파이어웨이퍼&nbsp;생산&nbsp;전문업체 <br />나&nbsp;홀로&nbsp;살아남아,&nbsp;Mini/MicroLED시장&nbsp;개화에&nbsp;과점적&nbsp;수혜 <br />NR&nbsp;/&nbsp;하나금투&nbsp;정민구 <br /><br />●NAVER <br />첫눈이&nbsp;내린&nbsp;길을&nbsp;최초로&nbsp;걸어간다 <br />이커머스라는&nbsp;큰&nbsp;트렌드를&nbsp;기준으로&nbsp;국내/일본에서&nbsp;동사&nbsp;사업&nbsp;잠재력이&nbsp;매우&nbsp;커질&nbsp;수&nbsp;있는&nbsp;시기 <br />인터넷&nbsp;업종&nbsp;Top&nbsp;pick&nbsp;지속&nbsp;제시 <br />STRONG&nbsp;BUY&nbsp;/&nbsp;목표주가&nbsp;50만원&nbsp;/&nbsp;KTB증권&nbsp;김진구 <br /><br />●보령제약 <br />카나브&nbsp;패밀리와&nbsp;항암제&nbsp;사업의&nbsp;성장 <br />항암제&nbsp;품목에&nbsp;특히&nbsp;경쟁력을&nbsp;보유 <br />예산공장은&nbsp;작년&nbsp;4월&nbsp;준공&nbsp;후&nbsp;작년&nbsp;10월경에&nbsp;내용고형제&nbsp;라인&nbsp;GMP승인을&nbsp;획득하여&nbsp;가동을&nbsp;시작 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;35,000원&nbsp;/&nbsp;IBK증권&nbsp;문경준 <br /><br />●영원무역 <br />아직&nbsp;저렴한&nbsp;밸류에이션 <br />의류&nbsp;OEM&nbsp;70.6%,&nbsp;브랜드&nbsp;29.4%의&nbsp;균형잡힌&nbsp;비중 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;45,000원&nbsp;/&nbsp;이베스트&nbsp;심지현 <br /><br />●휠라홀딩스 <br />해외&nbsp;비중이&nbsp;가장&nbsp;높은&nbsp;브랜드사 <br />해외&nbsp;선제&nbsp;턴어라운드&nbsp;모멘텀의&nbsp;가장&nbsp;큰&nbsp;수혜를&nbsp;받을&nbsp;브랜드사 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;6만원&nbsp;/&nbsp;이베스트&nbsp;심지현 <br /><br />●코웰패션 <br />높은&nbsp;온라인&nbsp;비중+고마진&nbsp;구조 <br />언택트&nbsp;시대에&nbsp;알맞은&nbsp;사업구조 <br />공격적이고&nbsp;트렌디한&nbsp;성장&nbsp;전략 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;8,000원&nbsp;/&nbsp;이베스트&nbsp;심지현 <br /><br />●롯데칠성 <br />기대치를&nbsp;상회할&nbsp;4분기 <br />가파른&nbsp;개선&nbsp;기대 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;16만원&nbsp;/&nbsp;대신증권&nbsp;한유정 <br /><br />●풍산 <br />4Q20&nbsp;양호한&nbsp;실적&nbsp;예상 <br />20년&nbsp;4분기&nbsp;별도&nbsp;영업이익&nbsp;414억원,&nbsp;연결&nbsp;영업이익&nbsp;546억원으로&nbsp;예상 <br />올해&nbsp;글로벌&nbsp;경기&nbsp;회복&nbsp;및&nbsp;달러약세로&nbsp;LME&nbsp;구리가격&nbsp;상승&nbsp;및&nbsp;판매량&nbsp;증가&nbsp;예상 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;39,000원&nbsp;/&nbsp;현대차증권&nbsp;박현욱 <br /><br />●POSCO <br />4Q20에&nbsp;이어&nbsp;1Q21도&nbsp;실적&nbsp;개선&nbsp;지속 <br />20년&nbsp;4분기&nbsp;별도&nbsp;영업이익&nbsp;5,527억원으로&nbsp;예상되며&nbsp;컨센서스&nbsp;대비&nbsp;15%&nbsp;높은&nbsp;수준임 <br />중국&nbsp;열연유통가격은&nbsp;작년&nbsp;9월말&nbsp;톤당&nbsp;569달러에서&nbsp;작년말&nbsp;729달러로&nbsp;+28%,&nbsp;미국&nbsp;열연유&nbsp;가격은&nbsp;동기간&nbsp;+65%&nbsp;상승함 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;39만원&nbsp;/&nbsp;현대차증권&nbsp;박현욱 <br /><br />●한국철강 <br />올해&nbsp;실적&nbsp;증가&nbsp;지속 <br />20년&nbsp;4분기&nbsp;영업이익&nbsp;145억원으로&nbsp;예상되며&nbsp;당사&nbsp;추정치는&nbsp;컨센서스보다&nbsp;높은&nbsp;수준 <br />작년&nbsp;저수익사업부를&nbsp;구조조정한데&nbsp;이어&nbsp;올해&nbsp;철근&nbsp;수요가&nbsp;회복되면서&nbsp;실적&nbsp;증가가&nbsp;예상 <br />현재&nbsp;P/B는&nbsp;0.4배로&nbsp;여전히&nbsp;valuation&nbsp;매력이&nbsp;있음 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;8,700원&nbsp;/&nbsp;현대차증권&nbsp;박현욱 <br /><br />●현대건설 <br />2021년.&nbsp;여느&nbsp;때보다&nbsp;분명해진&nbsp;턴어라운드 <br />주택공급과&nbsp;해외수주&nbsp;모두&nbsp;양호.&nbsp;해외&nbsp;프로젝트&nbsp;매출화와&nbsp;이익률&nbsp;회복이&nbsp;관건 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;48,000원&nbsp;/&nbsp;KB증권&nbsp;장문준 <br /><br />●제일기획 <br />삼성이&nbsp;밀어주고,&nbsp;디지털이&nbsp;끌어주고 <br />지속&nbsp;성장&nbsp;가능한&nbsp;1위&nbsp;광고회사의&nbsp;위엄 <br />뛰어난&nbsp;위기관리&nbsp;능력,&nbsp;디지털&nbsp;역량&nbsp;강화 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;28,000원&nbsp;/&nbsp;DS증권&nbsp;최재호 <br /><br />●LG상사 <br />이제는&nbsp;신설지주의&nbsp;주요&nbsp;자회사 <br />실적&nbsp;턴어라운드와&nbsp;계열분리&nbsp;기대감 <br />4분기&nbsp;실적:&nbsp;물류&nbsp;강세&nbsp;지속,&nbsp;나머지&nbsp;사업부&nbsp;턴어라운드&nbsp;시작 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;33,000원&nbsp;/&nbsp;NH증권&nbsp;김동양 <br /><br />●롯데하이마트 <br />4Q20&nbsp;Preview:&nbsp;가전&nbsp;판매&nbsp;호조로&nbsp;시장&nbsp;기대치&nbsp;부합&nbsp;예상 <br />2021년에도&nbsp;가전판매&nbsp;호조&nbsp;및&nbsp;구조조정&nbsp;효과&nbsp;지속될&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;43,000원&nbsp;/&nbsp;하이투자&nbsp;하준영 <br /><br />●롯데쇼핑 <br />4Q20&nbsp;Preview:&nbsp;비용절감&nbsp;효과&nbsp;지속 <br />2021년은&nbsp;턴어라운드&nbsp;원년이&nbsp;될&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;145,000원&nbsp;/&nbsp;하이투자&nbsp;하준영 <br /><br /></p> 【증권사의견】종목별 의견 lg상사 기가레인 롯데쇼핑 롯데하이마트 에코프로비엠 제일기획 코웰패션 현대모비스 개미날다TV https://antflying.tistory.com/238 https://antflying.tistory.com/238#entry238comment Mon, 11 Jan 2021 22:29:42 +0900 https://antflying.tistory.com/237 <p data-ke-size="size18">장중&nbsp;특징주&nbsp;(2021.01.11,월)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210111_222536.png" data-origin-width="835" data-origin-height="682" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/RHvoT/btqS6XD5rEv/cDeB9uo7avhfsjDEpNpzm0/img.png" data-phocus="https://blog.kakaocdn.net/dn/RHvoT/btqS6XD5rEv/cDeB9uo7avhfsjDEpNpzm0/img.png"><img src="https://blog.kakaocdn.net/dn/RHvoT/btqS6XD5rEv/cDeB9uo7avhfsjDEpNpzm0/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FRHvoT%2FbtqS6XD5rEv%2FcDeB9uo7avhfsjDEpNpzm0%2Fimg.png" data-filename="20210111_222536.png" data-origin-width="835" data-origin-height="682" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span></figure> </p> <p>&nbsp;</p> <p>[2021년&nbsp;1월11일&nbsp;장중특징주] <br /><br />■&nbsp;OCI <br />현대차와&nbsp;재사용&nbsp;배터리&nbsp;활용&nbsp;ESS&nbsp;실증사업&nbsp;소식에&nbsp;급등 <br /><br />■&nbsp;삼성전자 <br />인텔,&nbsp;삼성전자와&nbsp;위탁생산&nbsp;협의중&nbsp;소식에&nbsp;사상&nbsp;최고가&nbsp;경신 <br /><br />■&nbsp;현대차,&nbsp;기아차 <br />애플카&nbsp;공동개발&nbsp;협력&nbsp;기대감에&nbsp;상승 <br /><br />■&nbsp;라닉스,&nbsp;엘엠에스,&nbsp;모트렉스,&nbsp;텔레칩스,&nbsp;대성엘텍,&nbsp;모바일어플라이언스,&nbsp;THE&nbsp;MIDONG,&nbsp;에이테크솔루션 <br />현대차&nbsp;애플카&nbsp;공동협력설,&nbsp;자율주행&nbsp;수혜기대에&nbsp;관련주&nbsp;상승 <br /><br />■&nbsp;에이프로 <br />현대차&nbsp;폐배터리&nbsp;사업&nbsp;본격화...&nbsp;ESS&nbsp;진단기술&nbsp;부각에&nbsp;상승 <br /><br />■&nbsp;엔에프씨 <br />최근&nbsp;IPO기업중&nbsp;가장&nbsp;저평가&nbsp;증권가&nbsp;분석에&nbsp;상승 <br /><br />■&nbsp;유니테크노 <br />주당&nbsp;1주&nbsp;무상증자&nbsp;결정에&nbsp;상승 <br /><br />■&nbsp;에이디칩스 <br />삼성전자&nbsp;인텔&nbsp;수주&nbsp;가능성에&nbsp;국내&nbsp;유일&nbsp;파운드리&nbsp;파트너로&nbsp;강세 <br /><br />■&nbsp;알파홀딩스 <br />삼성전자&nbsp;시스템&nbsp;반도체&nbsp;성장&nbsp;기대감에&nbsp;강세 <br /><br />■&nbsp;파워로직스 <br />현대차&nbsp;폐배터리&nbsp;재활용&nbsp;ESS&nbsp;실증사업&nbsp;본격화소식에&nbsp;상승 <br /><br />■&nbsp;MP한강 <br />LG생활건강&nbsp;인수설에&nbsp;상승 <br /><br />■&nbsp;천보 <br />올해&nbsp;전해질&nbsp;증설&nbsp;따른&nbsp;성장&nbsp;기대감에&nbsp;상승 <br /><br />■&nbsp;동방,&nbsp;KTH <br />쿠팡,&nbsp;美나스닥&nbsp;예비심사&nbsp;통과&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;보령제약 <br />'용각산'&nbsp;함유&nbsp;'플라티코딘&nbsp;D',&nbsp;코로나19&nbsp;감염&nbsp;예방&nbsp;및&nbsp;치료&nbsp;효과적&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;에넥스 <br />대통령&nbsp;신년사&nbsp;'혁신적&nbsp;주택&nbsp;공급&nbsp;대책'&nbsp;의지&nbsp;피력,&nbsp;기대감에&nbsp;상승</p> 【특징주】 일일 특징주 kth 동방 보령제약 알파홀딩스 에넥스 에이디칩스 엔에프씨 유니테크노 천보 파워로직스 개미날다TV https://antflying.tistory.com/237 https://antflying.tistory.com/237#entry237comment Mon, 11 Jan 2021 22:28:11 +0900 https://antflying.tistory.com/236 <p data-ke-size="size18">금일&nbsp;경제뉴스&nbsp;(2021.01.08,금)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-origin-width="996" data-origin-height="668" data-filename="20210109_165654.png" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/bDb08V/btqSWaD1kPf/3XbxF174SBEiQdpW4sqLsk/img.png" data-phocus="https://blog.kakaocdn.net/dn/bDb08V/btqSWaD1kPf/3XbxF174SBEiQdpW4sqLsk/img.png" data-alt="경제이슈,경제뉴스"><img src="https://blog.kakaocdn.net/dn/bDb08V/btqSWaD1kPf/3XbxF174SBEiQdpW4sqLsk/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FbDb08V%2FbtqSWaD1kPf%2F3XbxF174SBEiQdpW4sqLsk%2Fimg.png" data-origin-width="996" data-origin-height="668" data-filename="20210109_165654.png" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>경제이슈,경제뉴스</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>2021년 1월 8일(금) 주요이슈점검</p> <p><br />●&nbsp;뉴욕증시,&nbsp;1/7(현지시간)&nbsp;블루웨이브&nbsp;현실화&nbsp;속&nbsp;추가&nbsp;경기&nbsp;부양&nbsp;확대&nbsp;기대감&nbsp;및&nbsp;경제지표&nbsp;호조&nbsp;등에&nbsp;상승&hellip;&nbsp;다우&nbsp;+211.73(+0.69%)&nbsp;31,041.13,&nbsp;나스닥&nbsp;+326.69(+2.56%)&nbsp;13,067.48,&nbsp;S&amp;P500&nbsp;3,803.79(+1.48%),&nbsp;필라델피아반도체&nbsp;2,937.00(+3.86%) <br />●&nbsp;국제유가($,배럴),&nbsp;美&nbsp;정치&nbsp;불확실성&nbsp;해소&nbsp;등에&nbsp;소폭&nbsp;상승...&nbsp;WTI&nbsp;+0.20(+0.40%)&nbsp;50.83,&nbsp;브렌트유&nbsp;+0.08(+0.15%)&nbsp;54.38 <br />●&nbsp;국제금($,온스),&nbsp;美&nbsp;경기&nbsp;부양책&nbsp;확대&nbsp;기대감&nbsp;등에&nbsp;상승...&nbsp;Gold&nbsp;+5.00(+0.26%)&nbsp;1,913.60 <br />●&nbsp;달러&nbsp;index,&nbsp;블루웨이브&nbsp;실현에도&nbsp;차익실현&nbsp;매물&nbsp;출회&nbsp;등에&nbsp;강세...&nbsp;+0.26(+0.29%)&nbsp;89.79 <br />●&nbsp;역외환율(원/달러),&nbsp;+7.79(+0.72%)&nbsp;1,095.46 <br />●&nbsp;유럽증시,&nbsp;영국(+0.22%),&nbsp;독일(+0.55%),&nbsp;프랑스(+0.70%) <br />●&nbsp;미&nbsp;주간&nbsp;실업보험청구&nbsp;78만7천&nbsp;명&hellip;월가&nbsp;예상보다&nbsp;적어 <br />●&nbsp;美&nbsp;12월&nbsp;감원&nbsp;7만7천30명&hellip;전월&nbsp;대비&nbsp;18.9%&nbsp;증가 <br />●&nbsp;美&nbsp;12월&nbsp;서비스업&nbsp;PMI&nbsp;57.2&hellip;월가&nbsp;예상&nbsp;큰&nbsp;폭&nbsp;상회 <br />●&nbsp;美&nbsp;11월&nbsp;무역적자&nbsp;681억&nbsp;달러&hellip;월가&nbsp;예상보다&nbsp;많아 <br />●&nbsp;필라델피아&nbsp;연은&nbsp;총재&nbsp;"자산매입&nbsp;축소&nbsp;올해&nbsp;말이나&nbsp;내년&nbsp;초&nbsp;예상" <br />●&nbsp;필라델피아&nbsp;연은&nbsp;총재&nbsp;"백신&nbsp;접종&nbsp;속도&nbsp;실망&hellip;1분기&nbsp;경제&nbsp;위축도&nbsp;가능" <br />●&nbsp;세인트&nbsp;연은&nbsp;총재&nbsp;"인플레,&nbsp;예상보다&nbsp;빨리&nbsp;오를&nbsp;것" <br />●&nbsp;BoA&nbsp;"추가&nbsp;부양책,&nbsp;올해&nbsp;미&nbsp;경제성장률&nbsp;1%포인트&nbsp;올릴&nbsp;것" <br />●&nbsp;美&nbsp;정치판&nbsp;격동에&nbsp;리플레이션&nbsp;'컴백'&nbsp;자산시장&nbsp;파장은 <br />●&nbsp;CNBC&nbsp;"기술주&nbsp;및&nbsp;헬스케어주,&nbsp;올해&nbsp;증시&nbsp;리드할&nbsp;것" <br />●&nbsp;장기&nbsp;테슬라&nbsp;약세론&nbsp;항복&hellip;RBC&nbsp;"약세&nbsp;주장&nbsp;잘못됐다" <br />●&nbsp;트럼프&nbsp;행정부,&nbsp;중국군&nbsp;관련기업&nbsp;투자금지&nbsp;확대&nbsp;검토 <br />●&nbsp;BoA&nbsp;"수익률&nbsp;기근에&nbsp;유로&nbsp;하이일드&nbsp;채권&nbsp;시장상회" <br />●&nbsp;비트코인,&nbsp;사상&nbsp;첫&nbsp;4만&nbsp;달러&hellip;가상화폐&nbsp;시총&nbsp;1조&nbsp;달러&nbsp;돌파 <br />●&nbsp;배런스&nbsp;"플러그파워가&nbsp;폭등세를&nbsp;보이는&nbsp;배경은&nbsp;'SK'" <br />●&nbsp;日,&nbsp;도쿄지역과&nbsp;주변부&nbsp;코로나19&nbsp;긴급사태&nbsp;선언 <br />●&nbsp;손잡은&nbsp;큐어백&middot;바이엘&hellip;"코로나19&nbsp;백신&nbsp;생산&nbsp;가속" <br />●&nbsp;獨&nbsp;11월&nbsp;제조업&nbsp;수주&nbsp;전월비&nbsp;2.3%&uarr;&hellip;예상치&nbsp;0.2%&darr; <br />●&nbsp;UBS&nbsp;글로벌&middot;골드만&nbsp;"올해&nbsp;亞&nbsp;기업&nbsp;실적&nbsp;20%&nbsp;이상&nbsp;성장한다" <br />●&nbsp;'북극&nbsp;한파'&nbsp;절정&hellip;아침&nbsp;서울&nbsp;-18도&middot;춘천&nbsp;-24도 <br /><br />[기업/산업] <br />●&nbsp;넥슨&nbsp;김정주,&nbsp;가상화폐거래소&nbsp;'빗썸'&nbsp;인수나서&hellip;5000억&nbsp;안팎 <br />●&nbsp;美&nbsp;ITC,&nbsp;"KT&amp;G&nbsp;담배&nbsp;수입에&nbsp;따른&nbsp;산업&nbsp;피해&nbsp;없다"&nbsp;결론 <br />●&nbsp;GS,&nbsp;올해&nbsp;첫&nbsp;회사채&nbsp;수요예측&nbsp;흥행&hellip;1조7천억&nbsp;몰려 <br />●&nbsp;하만&nbsp;'디지털&nbsp;콕핏&nbsp;2021'&nbsp;공개&hellip;"자동차가&nbsp;제3의&nbsp;생활공간으로" <br />●&nbsp;SK,&nbsp;美&nbsp;수소기업&nbsp;1.6조원&nbsp;투자 <br />●&nbsp;LG전자&nbsp;'투자본색'&hellip;美데이터분석&nbsp;기업&nbsp;샀다 <br />●&nbsp;삼성전자&nbsp;핵심병기&hellip;'미니&nbsp;LED&nbsp;TV'&nbsp;베일을&nbsp;벗다 <br />●&nbsp;삼성&middot;LG,&nbsp;OLED&nbsp;경쟁&nbsp;'후끈' <br />●&nbsp;올해&nbsp;CES&nbsp;키워드&nbsp;'디지털&nbsp;시티'&hellip;AI&middot;5G로&nbsp;도시&nbsp;전체가&nbsp;언택트 <br />●&nbsp;한국앤컴퍼니&nbsp;계열사&nbsp;모델솔루션,&nbsp;CES서&nbsp;'AR&nbsp;전동킥보드'&nbsp;공개 <br />●&nbsp;SK하이닉스&nbsp;"협력업체&nbsp;기술투자&nbsp;3兆로&nbsp;확대" <br />●&nbsp;한컴&middot;신한금융,&nbsp;脫중앙화&nbsp;금융&nbsp;플랫폼&nbsp;힘&nbsp;받나 <br />●&nbsp;코로나&nbsp;1년&nbsp;'집콕'&hellip;고독한&nbsp;소비만&nbsp;늘었다 <br />●&nbsp;한국,&nbsp;WTO패소불구&nbsp;日철강&nbsp;'반덤핑'&nbsp;연장 <br />●&nbsp;탄소섬유는&nbsp;미래산업&nbsp;'쌀' <br />●&nbsp;이번엔&nbsp;'K광역상수도'&hellip;첫&nbsp;해외&nbsp;수출 <br />●&nbsp;보험硏&nbsp;"보험사&nbsp;제판분리&hellip;불완전&nbsp;판매&nbsp;가능성&nbsp;우려" <br />●&nbsp;'벼랑&nbsp;끝'&nbsp;르노삼성,&nbsp;임원&nbsp;40%&nbsp;줄인다 <br />●&nbsp;기아차&nbsp;'씨드&nbsp;왜건',&nbsp;스웨덴&nbsp;최고車&nbsp;선정 <br />●&nbsp;"영국&middot;일본&nbsp;FTA&nbsp;발효로&nbsp;車&middot;기계&nbsp;한일경쟁&nbsp;심화" <br />●&nbsp;대한항공,&nbsp;아시아나&nbsp;통합&nbsp;남은&nbsp;변수는&hellip;"인수&nbsp;후에도&nbsp;과제&nbsp;산적" <br />●&nbsp;KAI,&nbsp;항공기&nbsp;정비사업에&nbsp;'날개'&hellip;자회사&nbsp;캠스,&nbsp;제주항공서&nbsp;수주 <br />●&nbsp;"4월&nbsp;한국&nbsp;보궐선거때도&nbsp;가짜뉴스에&nbsp;경고딱지&nbsp;검토" <br />●&nbsp;KT&nbsp;'AI&nbsp;원팀'&nbsp;첫&nbsp;연구성과&nbsp;공개&hellip;"4개&nbsp;기술&nbsp;산업현장에&nbsp;즉시&nbsp;적용" <br />●&nbsp;"6G&nbsp;핵심기술&nbsp;선점하라"&hellip;국가&nbsp;연구비&nbsp;164억&nbsp;투입 <br />●&nbsp;쿠팡,&nbsp;2분기&nbsp;나스닥&nbsp;상장&nbsp;추진 <br />●&nbsp;동네까지&nbsp;온&nbsp;당근&middot;네이버&hellip;군고구마&nbsp;간식지도까지&nbsp;내놓는다 <br />●&nbsp;ESPN&nbsp;가진&nbsp;디즈니,&nbsp;韓스포츠&nbsp;중계&nbsp;흔드나 <br />●&nbsp;삼바,&nbsp;5년째&nbsp;'바이오올림픽'&nbsp;메인&nbsp;무대&nbsp;선다 <br />●&nbsp;알테오젠,&nbsp;인도&nbsp;바이오社에&nbsp;1185억&nbsp;기술&nbsp;수출 <br />●&nbsp;삼성&nbsp;평택&nbsp;공장에&nbsp;산업용가스&hellip;외국계&nbsp;점령시장서&nbsp;토종의&nbsp;힘 <br />●&nbsp;"집에서&nbsp;본인이&nbsp;타액&nbsp;채취해&nbsp;보내주면&nbsp;확진여부&nbsp;알려줍니다" <br />●&nbsp;7년만에&nbsp;30만원&nbsp;탈환&hellip;현대모비스의&nbsp;재발견 <br />●&nbsp;외국계證도&nbsp;양극화&hellip;IB&nbsp;빅딜에&nbsp;갈렸다 <br />●&nbsp;국제종합기계,&nbsp;소형&nbsp;트랙터로&nbsp;북미&nbsp;공략&hellip;매출&nbsp;해마다&nbsp;30%씩&nbsp;늘어 <br />●&nbsp;국민연금,&nbsp;바이든號&nbsp;승선&hellip;美인프라펀드&nbsp;5천억&nbsp;투자 <br />●&nbsp;뒤처졌던&nbsp;금융&middot;정유株&nbsp;"우리도&nbsp;같이&nbsp;간다" <br />●&nbsp;SK&nbsp;8%&nbsp;급등&hellip;美&nbsp;블루웨이브에&nbsp;친환경株&nbsp;'씽씽' <br />●&nbsp;전열&nbsp;정비마치고&hellip;4대그룹&nbsp;'오너주'&nbsp;새해&nbsp;증시&nbsp;이끈다 <br />●&nbsp;불개미가&nbsp;쓸어담는&nbsp;'대형주'&hellip;시총&nbsp;하루에&nbsp;兆&nbsp;단위씩&nbsp;급증 <br />●&nbsp;국고채&nbsp;금리&nbsp;상승&hellip;한화생명&nbsp;52주&nbsp;신고가&nbsp;경신 <br />●&nbsp;외국인&middot;기관&nbsp;쌍끌이&hellip;SK텔레콤,&nbsp;10년來&nbsp;최대폭&nbsp;상승 <br />●&nbsp;반도체&middot;銀&hellip;주목할&nbsp;'글로벌&nbsp;ETF' <br />●&nbsp;ETF&nbsp;작년&nbsp;日평균&nbsp;거래대금&nbsp;3.8조&nbsp;'사상&nbsp;최대' <br />●&nbsp;불칸&middot;마틴마리에타&middot;서밋&hellip;美&nbsp;'블루&nbsp;웨이브'&nbsp;유망주&nbsp;뜬다 <br />●&nbsp;포트폴리오&nbsp;조정&nbsp;나선&nbsp;국민연금&hellip;최근&nbsp;사고&nbsp;판&nbsp;종목은? <br />●&nbsp;지난해&nbsp;해외건설&nbsp;수주액&nbsp;351억달러&hellip;5년&nbsp;만에&nbsp;최대 <br /><br />[경제/증시/부동산] <br />●&nbsp;美블루웨이브&nbsp;축포에&nbsp;코스피&nbsp;3000&nbsp;안착 <br />●&nbsp;1%&nbsp;넘어선&nbsp;美&nbsp;10년물&hellip;국내&nbsp;증시&nbsp;"성장株&nbsp;장세&nbsp;변화할&nbsp;수도" <br />●&nbsp;SG&nbsp;"한은,&nbsp;내년&nbsp;1분기&nbsp;금리&nbsp;인상&nbsp;가능" <br />●&nbsp;달러&nbsp;주춤하자&nbsp;위안화&nbsp;예금에&nbsp;돈&nbsp;몰려 <br />●&nbsp;증권거래세&nbsp;작년&nbsp;8.8조&nbsp;걷혔다 <br />●&nbsp;하루&nbsp;10만개씩&nbsp;느는&nbsp;주식계좌&hellip;'유동성&nbsp;파티'&nbsp;언제까지&nbsp;지속될까 <br /><br />[정치/사회/국내&nbsp;기타] <br />●&nbsp;중대재해법,&nbsp;내년부터&nbsp;50인&nbsp;이상&nbsp;기업&nbsp;적용 <br />●&nbsp;박용만&nbsp;"산업재해라는&nbsp;것이&nbsp;처벌한다고&nbsp;해결될&nbsp;문제인가" <br />●&nbsp;文대통령&nbsp;"새해는&nbsp;통합의&nbsp;해" <br />●&nbsp;매출&nbsp;70%&nbsp;날린&nbsp;헬스장&nbsp;업주에&hellip;정부는&nbsp;"양보해야"&nbsp;또&nbsp;강요 <br />●&nbsp;코로나&nbsp;백신&nbsp;후유증&nbsp;'독감의&nbsp;4배'&hellip;30분만에&nbsp;증상&nbsp;나타났다 <br />●&nbsp;김종인-안철수&nbsp;氣싸움에&nbsp;오세훈도&nbsp;가세 <br />●&nbsp;김종인&nbsp;"3차&nbsp;지급&nbsp;안됐는데&nbsp;갑자기&nbsp;4차&nbsp;재난지원금?" <br />●&nbsp;작심한&nbsp;정세균,&nbsp;이재명&nbsp;향해&nbsp;"단세포적&nbsp;논쟁&nbsp;벗어나야"&nbsp;직격탄 <br />●&nbsp;"박근혜만&nbsp;사면,&nbsp;사실&nbsp;아냐"&hellip;김종민&nbsp;與&nbsp;최고위원&nbsp;부인 <br />●&nbsp;與&nbsp;재보선&nbsp;경선&nbsp;'당원&nbsp;50%&middot;여론조사&nbsp;50%' <br />●&nbsp;與&nbsp;'검찰개혁&nbsp;시즌2'&hellip;진두지휘&nbsp;나선&nbsp;이낙연 <br />●&nbsp;문정인&nbsp;대통령&nbsp;외교안보특보,&nbsp;세종연구소&nbsp;이사장에&nbsp;내정 <br />●&nbsp;최재형&nbsp;감사원장&nbsp;"고용&middot;건강보험&nbsp;걱정"&hellip;원전&nbsp;이어&nbsp;감사&nbsp;예고 <br />●&nbsp;교통대란&nbsp;넋놓은&nbsp;시장&nbsp;없는&nbsp;서울市,&nbsp;제설차도&nbsp;안보였다 <br />●&nbsp;北,&nbsp;핵&nbsp;언급없이&nbsp;"방위력&nbsp;강화" <br />●&nbsp;김정은&nbsp;"대남문제&nbsp;고찰,&nbsp;대외관계&nbsp;전면&nbsp;확대발전&nbsp;방향&nbsp;천명" <br />●&nbsp;'갭투자'&nbsp;외치던&nbsp;유튜버,&nbsp;소득&nbsp;숨기다&nbsp;덜미 <br />●&nbsp;지방국립대&nbsp;8곳&nbsp;수시&nbsp;정원미달&nbsp;확&nbsp;늘어</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>삼성전자&nbsp;4분기&nbsp;잠정실적&nbsp;발표&nbsp;예정 <br /><br />-&nbsp;삼성전자는&nbsp;1월8일&nbsp;4분기&nbsp;잠정실적을&nbsp;발표할&nbsp;예정.&nbsp;업계에서는&nbsp;역대급&nbsp;실적을&nbsp;거둔&nbsp;3분기에는&nbsp;다소&nbsp;미치지&nbsp;못하지만&nbsp;견조한&nbsp;실적&nbsp;낼&nbsp;것으로&nbsp;전망하고&nbsp;있음. <br /><br />-&nbsp;한편,&nbsp;19년4분기(연결기준)&nbsp;매출액&nbsp;59조8,848억(전년동기대비&nbsp;+1.05%),&nbsp;영업이익&nbsp;7조1,603억(전년동기대비&nbsp;-33.70%),&nbsp;순이익&nbsp;5조2,271억(전년동기대비&nbsp;-38.23%)을&nbsp;기록한&nbsp;바&nbsp;있음. <br />-&nbsp;관련테마:&nbsp;반도체&nbsp;대표주(생산),&nbsp;반도체&nbsp;장비,&nbsp;반도체&nbsp;재료/부품,&nbsp;스마트폰,&nbsp;IT&nbsp;대표주 <br />-&nbsp;관련종목:&nbsp;삼성전자(005930) <br />美)&nbsp;12월&nbsp;고용동향보고서(현지시간) <br /><br />-&nbsp;8일(현지시간)&nbsp;美&nbsp;노동부는&nbsp;12월&nbsp;고용동향보고서(Employment&nbsp;Situation)를&nbsp;발표함.&nbsp;12월&nbsp;비농업부분고용자수변동,&nbsp;제조업임금변동,&nbsp;실업률&nbsp;등이&nbsp;발표됨. <br /><br />-&nbsp;한국시간&nbsp;:&nbsp;8일&nbsp;오후&nbsp;10시30분 <br />위안부&nbsp;피해자,&nbsp;日&nbsp;정부&nbsp;상대&nbsp;손해배상&nbsp;청구&nbsp;소송&nbsp;1심&nbsp;선고&nbsp;예정 <br /><br />-&nbsp;고&nbsp;배춘희&nbsp;할머니&nbsp;등&nbsp;위안부&nbsp;피해자&nbsp;12명이&nbsp;일본&nbsp;정부를&nbsp;상대로&nbsp;낸&nbsp;손해배상&nbsp;청구&nbsp;소송&nbsp;1심&nbsp;선고심이&nbsp;1월8일&nbsp;열릴&nbsp;예정. <br /><br />-&nbsp;아울러&nbsp;1월13일에는&nbsp;안부&nbsp;피해자&nbsp;고&nbsp;곽예남&nbsp;할머니&nbsp;등이&nbsp;일본&nbsp;정부를&nbsp;상대로&nbsp;낸&nbsp;손해배상&nbsp;청구&nbsp;소송&nbsp;1심&nbsp;선고가&nbsp;내려질&nbsp;예정. <br />-&nbsp;관련테마:&nbsp;日&nbsp;수출&nbsp;규제(국산화&nbsp;등),&nbsp;日제품&nbsp;불매운동(수혜) <br />국회&nbsp;본회의 <br /><br />-&nbsp;국회는&nbsp;1월8일&nbsp;오후&nbsp;본회의를&nbsp;열어&nbsp;코로나19&nbsp;재확산&nbsp;사태에&nbsp;따른&nbsp;민생&middot;방역&nbsp;관련&nbsp;대정부&nbsp;긴급현안질의와&nbsp;함께&nbsp;중대재해기업처벌법(중대재해법),&nbsp;생활물류서비스산업발전법(생활물류법)&nbsp;제정안&nbsp;등&nbsp;민생법안을&nbsp;처리할&nbsp;예정. <br />외국인&nbsp;입국자&nbsp;PCR&nbsp;음성확인서&nbsp;의무화 <br /><br />-&nbsp;정부는&nbsp;최근&nbsp;코로나19&nbsp;변이&nbsp;바이러스&nbsp;확산으로&nbsp;인해&nbsp;모든&nbsp;외국인&nbsp;입국자를&nbsp;대상으로&nbsp;출발일&nbsp;기준&nbsp;72시간&nbsp;안에&nbsp;발급받은&nbsp;유전자증폭검사(PCR)&nbsp;음성확인서&nbsp;제출을&nbsp;의무화할&nbsp;예정.&nbsp;공항은&nbsp;1월8일부터&nbsp;시행될&nbsp;예정이며,&nbsp;항만은&nbsp;1월15일부터&nbsp;시행될&nbsp;것으로&nbsp;알려짐. <br />-&nbsp;관련테마:&nbsp;코로나19(진단/치료제/백신&nbsp;개발&nbsp;등) <br />그랜드&nbsp;조선&nbsp;제주&nbsp;개장 <br /><br />-&nbsp;조선호텔앤리조트가&nbsp;1월8일&nbsp;제주도&nbsp;5성급&nbsp;호텔&nbsp;그랜드&nbsp;조선&nbsp;제주를&nbsp;개장할&nbsp;예정.&nbsp;그랜드&nbsp;조선&nbsp;제주는&nbsp;조선호텔앤리조트의&nbsp;자체&nbsp;브랜드&nbsp;그랜드&nbsp;조선의&nbsp;2호점인&nbsp;것으로&nbsp;알려짐. <br />-&nbsp;관련종목:&nbsp;신세계(004170),&nbsp;이마트(139480) <br />엔씨소프트,&nbsp;리니지2M&nbsp;대만&middot;일본&nbsp;사전예약&nbsp;진행&nbsp;예정 <br /><br />-&nbsp;엔씨소프트의&nbsp;모바일&nbsp;MMORPG&nbsp;'리니지2M'이&nbsp;오는&nbsp;1월8일&nbsp;대만과&nbsp;일본에서&nbsp;사전예약을&nbsp;진행할&nbsp;예정. <br />-&nbsp;관련종목:&nbsp;엔씨소프트(036570) <br />쎌마테라퓨틱스&nbsp;추가상장(유상증자) <br /><br />-&nbsp;신주의&nbsp;종류와&nbsp;수&nbsp;:&nbsp;보통주&nbsp;119,108주 <br /><br />-&nbsp;증자방식&nbsp;:&nbsp;제3자배정증자 <br />-&nbsp;관련종목:&nbsp;쎌마테라퓨틱스(015540) <br />엔시트론&nbsp;추가상장(유상증자) <br /><br />-&nbsp;신주의&nbsp;종류와&nbsp;수&nbsp;:&nbsp;보통주&nbsp;3,134,795주 <br /><br />-&nbsp;증자방식&nbsp;:&nbsp;제3자배정증자 <br />-&nbsp;관련종목:&nbsp;엔시트론(101400) <br />엠젠플러스&nbsp;추가상장(유상증자) <br /><br />-&nbsp;신주의&nbsp;종류와&nbsp;수&nbsp;:&nbsp;보통주&nbsp;2,133,766주 <br /><br />-&nbsp;증자방식&nbsp;:&nbsp;제3자배정증자 <br />-&nbsp;관련종목:&nbsp;엠젠플러스(032790) <br />12월&nbsp;국제금융/외환시장&nbsp;동향 <br /><br />-&nbsp;8일&nbsp;12시,&nbsp;12월&nbsp;이후&nbsp;국제금융/외환시장&nbsp;동향이&nbsp;발표될&nbsp;예정. <br />美)&nbsp;11월&nbsp;도매재고지수(현지시간) <br /><br />-&nbsp;8일(현지시간)&nbsp;美&nbsp;상무부는&nbsp;11월&nbsp;도매재고지수를&nbsp;발표함. <br /><br />-&nbsp;한국시간&nbsp;:&nbsp;9일&nbsp;오전&nbsp;0시 <br />20년&nbsp;27차&nbsp;금통위&nbsp;의사록&nbsp;공개 <br /><br />-&nbsp;8일&nbsp;오후&nbsp;4시,&nbsp;2020년&nbsp;27차(12.24일&nbsp;개최)&nbsp;금통위&nbsp;의사록이&nbsp;공개(홈페이지&nbsp;게시)될&nbsp;예정. <br />-&nbsp;관련테마:&nbsp;은행 <br />11월&nbsp;국제수지(잠정) <br /><br />-&nbsp;8일&nbsp;오전&nbsp;8시,&nbsp;11월&nbsp;국제수지&nbsp;잠정치가&nbsp;발표될&nbsp;예정. <br />美)&nbsp;11월&nbsp;소비자신용지수(현지시간) <br /><br />-&nbsp;8일(현지시간)&nbsp;美&nbsp;연방준비제도(Fed)는&nbsp;미국의&nbsp;11월&nbsp;소비자신용지수를&nbsp;발표함. <br /><br />-&nbsp;한국시간&nbsp;:&nbsp;9일&nbsp;오전&nbsp;5시 <br />美)&nbsp;주간&nbsp;원유&nbsp;채굴장비&nbsp;수(현지시간) <br /><br />-&nbsp;8일(현지시간)&nbsp;미국&nbsp;베이커휴즈(Baker&nbsp;Hughes)사는&nbsp;미국&nbsp;내&nbsp;주간&nbsp;원유&nbsp;채굴장비&nbsp;수를&nbsp;발표할&nbsp;예정임. <br /><br />-&nbsp;한국시간&nbsp;:&nbsp;9일&nbsp;오전&nbsp;3시 <br />-&nbsp;관련테마:&nbsp;정유 <br />유로존)&nbsp;11월&nbsp;실업률(현지시간) <br /><br />-&nbsp;유로존)&nbsp;11월&nbsp;실업률(현지시간) <br /><br />-&nbsp;한국시간&nbsp;:&nbsp;8일&nbsp;오후&nbsp;7시 <br />LG전자&nbsp;4분기&nbsp;잠정실적&nbsp;발표&nbsp;예정 <br /><br />-&nbsp;LG전자는&nbsp;1월8일&nbsp;4분기&nbsp;잠정실적을&nbsp;발표할&nbsp;예정.&nbsp;업계에서는&nbsp;전년동기대비&nbsp;5배&nbsp;이상&nbsp;영업이익을&nbsp;거두면서&nbsp;사상&nbsp;최초&nbsp;연간&nbsp;영업이익&nbsp;3조원&nbsp;시대를&nbsp;열&nbsp;것으로&nbsp;기대하고&nbsp;있음. <br /><br />-&nbsp;19년4분기(연결기준)&nbsp;매출액&nbsp;16조612억(전년동기대비&nbsp;+1.8%),&nbsp;영업이익&nbsp;1,018억(전년동기대비&nbsp;+34.8%),&nbsp;순손실&nbsp;8,498억(전년동기대비&nbsp;적자지속)을&nbsp;기록한&nbsp;바&nbsp;있음. <br />-&nbsp;관련테마:&nbsp;IT&nbsp;대표주,&nbsp;OLED(유기&nbsp;발광&nbsp;다이오드) <br />-&nbsp;관련종목:&nbsp;LG전자(066570) <br />독일)&nbsp;11월&nbsp;산업생산(현지시간) <br /><br />-&nbsp;독일)&nbsp;11월&nbsp;산업생산(현지시간) <br /><br />-&nbsp;한국시간&nbsp;:&nbsp;8일&nbsp;오후&nbsp;4시 <br />독일)&nbsp;11월&nbsp;무역수지(현지시간) <br /><br />-&nbsp;독일)&nbsp;11월&nbsp;무역수지(현지시간) <br /><br />-&nbsp;한국시간&nbsp;:&nbsp;8일&nbsp;오후&nbsp;4시 <br />영국)&nbsp;12월&nbsp;할리팩스&nbsp;주택가격지수(현지시간) <br /><br />-&nbsp;영국)&nbsp;12월&nbsp;할리팩스&nbsp;주택가격지수(현지시간) <br /><br />-&nbsp;한국시간&nbsp;:&nbsp;8일&nbsp;오후&nbsp;5시30분 <br />日)&nbsp;11월&nbsp;경기동향지수(예비치) <br /><br />-&nbsp;日)&nbsp;11월&nbsp;경기동향지수(예비치) <br /><br />-&nbsp;한국시간&nbsp;:&nbsp;8일&nbsp;오후&nbsp;2시 <br />앱클론&nbsp;추가상장(주식전환) <br /><br />-&nbsp;추가주식수&nbsp;:&nbsp;보통주&nbsp;886,069주 <br /><br />-&nbsp;추가사유&nbsp;:&nbsp;우선주의&nbsp;보통주&nbsp;전환 <br />-&nbsp;관련종목:&nbsp;앱클론(174900) <br />에프앤리퍼블릭&nbsp;추가상장(CB전환) <br /><br />-&nbsp;추가주식수&nbsp;:&nbsp;보통주&nbsp;200,000주 <br /><br />-&nbsp;추가사유&nbsp;:&nbsp;국내사모&nbsp;전환사채&nbsp;전환 <br />-&nbsp;관련종목:&nbsp;에프앤리퍼블릭(064090) <br />에이치엘비&nbsp;추가상장(CB전환) <br /><br />-&nbsp;추가주식수&nbsp;:&nbsp;보통주&nbsp;3,789주 <br /><br />-&nbsp;추가사유&nbsp;:&nbsp;국내사모&nbsp;전환사채&nbsp;전환 <br />-&nbsp;관련종목:&nbsp;에이치엘비(028300) <br />EDGC&nbsp;추가상장(CB전환) <br /><br />-&nbsp;추가주식수&nbsp;:&nbsp;보통주&nbsp;7주 <br /><br />-&nbsp;추가사유&nbsp;:&nbsp;국내사모&nbsp;전환사채&nbsp;전환 <br />-&nbsp;관련종목:&nbsp;EDGC(245620) <br />넥스틴&nbsp;보호예수&nbsp;해제 <br /><br />-&nbsp;넥스틴&nbsp;주식&nbsp;9,600주(0.3%)가&nbsp;보호예수에서&nbsp;해제됨. <br />-&nbsp;관련종목:&nbsp;넥스틴(348210) <br />코스나인&nbsp;추가상장(CB전환) <br /><br />-&nbsp;추가주식수&nbsp;:&nbsp;보통주&nbsp;138,792주 <br /><br />-&nbsp;추가사유&nbsp;:&nbsp;국내사모&nbsp;전환사채&nbsp;전환 <br />-&nbsp;관련종목:&nbsp;코스나인(082660) <br />하이소닉&nbsp;보호예수&nbsp;해제 <br /><br />-&nbsp;하이소닉&nbsp;주식&nbsp;3,999,996주(27.32%)가&nbsp;보호예수에서&nbsp;해제됨. <br />-&nbsp;관련종목:&nbsp;하이소닉(106080) <br />엠벤처투자&nbsp;추가상장(CB전환) <br /><br />-&nbsp;추가주식수&nbsp;:&nbsp;보통주&nbsp;1,155,819주 <br /><br />-&nbsp;추가사유&nbsp;:&nbsp;국내사모&nbsp;전환사채&nbsp;전환 <br />-&nbsp;관련종목:&nbsp;엠벤처투자(019590) <br />넥스트사이언스&nbsp;추가상장(CB전환) <br /><br />-&nbsp;추가주식수&nbsp;:&nbsp;보통주&nbsp;66,797주 <br /><br />-&nbsp;추가사유&nbsp;:&nbsp;국내CB전환 <br />-&nbsp;관련종목:&nbsp;넥스트사이언스(003580) <br />금강공업&nbsp;추가상장(CB전환) <br /><br />-&nbsp;추가주식수&nbsp;:&nbsp;보통주&nbsp;76,961주 <br /><br />-&nbsp;추가사유&nbsp;:&nbsp;국내CB전환 <br />-&nbsp;관련종목:&nbsp;금강공업(014280) <br />매직마이크로&nbsp;추가상장(CB전환) <br /><br />-&nbsp;추가주식수&nbsp;:&nbsp;보통주&nbsp;8,333,331주 <br /><br />-&nbsp;추가사유&nbsp;:&nbsp;국내사모&nbsp;전환사채&nbsp;전환 <br />-&nbsp;관련종목:&nbsp;매직마이크로(127160) <br />코스온&nbsp;추가상장(CB전환) <br /><br />-&nbsp;추가주식수&nbsp;:&nbsp;보통주&nbsp;216,731주 <br /><br />-&nbsp;추가사유&nbsp;:&nbsp;국내사모&nbsp;전환사채&nbsp;전환 <br />-&nbsp;관련종목:&nbsp;코스온(069110) <br />경남바이오파마&nbsp;추가상장(CB전환) <br /><br />-&nbsp;추가주식수&nbsp;:&nbsp;보통주&nbsp;451,977주 <br /><br />-&nbsp;추가사유&nbsp;:&nbsp;국내사모&nbsp;전환사채&nbsp;전환 <br />-&nbsp;관련종목:&nbsp;경남바이오파마(044480) <br />럭슬&nbsp;추가상장(CB전환) <br /><br />-&nbsp;추가주식수&nbsp;:&nbsp;보통주&nbsp;12,000,000주 <br /><br />-&nbsp;추가사유&nbsp;:&nbsp;국내사모&nbsp;전환사채&nbsp;전환 <br />-&nbsp;관련종목:&nbsp;럭슬(033600) <br />日)&nbsp;11월&nbsp;가계지출 <br /><br />-&nbsp;日)&nbsp;11월&nbsp;가계지출 <br /><br />-&nbsp;한국시간&nbsp;:&nbsp;8일&nbsp;오전&nbsp;8시30분 <br />日)&nbsp;12월&nbsp;외환보유액 <br /><br />-&nbsp;日)&nbsp;12월&nbsp;외환보유액 <br /><br />-&nbsp;한국시간&nbsp;:&nbsp;8일&nbsp;오전&nbsp;8시50분</p> 【경제뉴스】 일일이슈 개미날다 경제뉴스 경제시황 경제이슈 주식뉴스 주식정보 증권뉴스 증권이슈 증시뉴스 증시시황 개미날다TV https://antflying.tistory.com/236 https://antflying.tistory.com/236#entry236comment Sat, 9 Jan 2021 17:08:14 +0900 https://antflying.tistory.com/235 <p data-ke-size="size18">증시&nbsp;마감&nbsp;시황&nbsp;브리핑&nbsp;(2021.01.08,금)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="KakaoTalk_20210108_191658608.jpg" data-origin-width="1242" data-origin-height="978" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/mAZno/btqS9Y2hHMg/7WPdRUvt5MYFlZiTlkIwIk/img.jpg" data-phocus="https://blog.kakaocdn.net/dn/mAZno/btqS9Y2hHMg/7WPdRUvt5MYFlZiTlkIwIk/img.jpg" data-alt="증시마감"><img src="https://blog.kakaocdn.net/dn/mAZno/btqS9Y2hHMg/7WPdRUvt5MYFlZiTlkIwIk/img.jpg" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FmAZno%2FbtqS9Y2hHMg%2F7WPdRUvt5MYFlZiTlkIwIk%2Fimg.jpg" data-filename="KakaoTalk_20210108_191658608.jpg" data-origin-width="1242" data-origin-height="978" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>증시마감</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[코스피] <br />1/8&nbsp;KOSPI&nbsp;3,152.18(+3.97%)&nbsp;외국인&nbsp;대규모&nbsp;순매수(+),&nbsp;삼성전자&nbsp;및&nbsp;현대차그룹&nbsp;급등(+),&nbsp;사상&nbsp;최고치&nbsp;재차&nbsp;경신 <br /><br />밤사이&nbsp;뉴욕증시가&nbsp;블루웨이브&nbsp;현실화&nbsp;속&nbsp;추가&nbsp;경기&nbsp;부양&nbsp;확대&nbsp;기대감&nbsp;및&nbsp;경제지표&nbsp;호조&nbsp;등에&nbsp;3대&nbsp;지수&nbsp;모두&nbsp;사상&nbsp;최고치를&nbsp;경신했고,&nbsp;유럽&nbsp;주요국&nbsp;증시도&nbsp;일제히&nbsp;상승.&nbsp;이날&nbsp;코스피지수도&nbsp;3,040.11(+8.43P,&nbsp;+0.28%)로&nbsp;상승&nbsp;출발.&nbsp;3,152.18(+120.50P,&nbsp;+3.97%)로&nbsp;장을&nbsp;마감.&nbsp; <br /><br />외국인이&nbsp;1.6조원&nbsp;넘게&nbsp;순매수한&nbsp;가운데,&nbsp;삼성전자가&nbsp;장중&nbsp;9만원선을&nbsp;터치하기도&nbsp;하는&nbsp;등&nbsp;신고가를&nbsp;경신하며&nbsp;지수&nbsp;상승을&nbsp;이끌었음.&nbsp; <br />현대차,&nbsp;현대모비스,&nbsp;현대위아&nbsp;등&nbsp;현대차그룹이&nbsp;애플과&nbsp;애플카&nbsp;생산&nbsp;협력&nbsp;협의&nbsp;소식에&nbsp;급등세를&nbsp;보인&nbsp;점도&nbsp;지수&nbsp;상승을&nbsp;이끌었음. <br /><br />이날&nbsp;코스피시장&nbsp;거래대금은&nbsp;40조원을&nbsp;돌파해&nbsp;사상&nbsp;최고치를&nbsp;기록.&nbsp; <br /><br />아시아&nbsp;주요국&nbsp;증시는&nbsp;중국이&nbsp;하락한&nbsp;반면,&nbsp;일본,&nbsp;대만,&nbsp;홍콩&nbsp;등은&nbsp;상승하는&nbsp;등&nbsp;대체로&nbsp;상승.&nbsp; <br /><br />수급별로는&nbsp;외국인이&nbsp;1조6,414억&nbsp;순매수,&nbsp;기관과&nbsp;개인은&nbsp;각각&nbsp;1조1,466억,&nbsp;5,577억&nbsp;순매도.&nbsp;선물시장에서는&nbsp;기관과&nbsp;개인이&nbsp;각각&nbsp;4,730계약,&nbsp;386계약&nbsp;순매수,&nbsp;외국인은&nbsp;5,929계약&nbsp;순매도.&nbsp; <br /><br />이날&nbsp;원/달러&nbsp;환율은&nbsp;전거래일&nbsp;대비&nbsp;2.5원&nbsp;상승한&nbsp;1,089.8원을&nbsp;기록. <br /><br />코스피&nbsp;시총상위종목들은&nbsp;대부분&nbsp;종목이&nbsp;상승.&nbsp;삼성전자(+7.12%)가&nbsp;7%&nbsp;넘게&nbsp;급등했으며,&nbsp;현대차(+19.42%),&nbsp;현대모비스(+18.06%),&nbsp;기아차(+8.41%)&nbsp;등&nbsp;현대차&nbsp;그룹주들이&nbsp;동반&nbsp;급등.&nbsp;반면,&nbsp;LG전자(-1.67%)가&nbsp;지난해&nbsp;4분기(잠정)&nbsp;호실적&nbsp;발표에도&nbsp;하락했고,&nbsp;SK텔레콤(-1.85%),&nbsp;SK(-1.18%)&nbsp;등이&nbsp;하락.&nbsp; <br /><br />업종별로는&nbsp;상승&nbsp;업종이&nbsp;우세.&nbsp;삼성전자&nbsp;및&nbsp;현대차그룹&nbsp;급등&nbsp;속&nbsp;운수장비(+12.49%),&nbsp;전기전자(+5.83%)&nbsp;업종의&nbsp;강세가&nbsp;두드러짐.&nbsp;반면,&nbsp;종이목재(-1.80%),&nbsp;통신업(-1.40%),&nbsp;은행(-0.39%)업종&nbsp;등은&nbsp;하락.&nbsp; <br /><br />마감&nbsp;지수&nbsp;:&nbsp;KOSPI&nbsp;3,152.18(+120.50P/+3.97%)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[코스닥] <br />1/8&nbsp;KOSDAQ&nbsp;987.79(-0.11%)&nbsp;기관/외국인&nbsp;순매도(-),&nbsp;개인&nbsp;순매수(+) <br /><br />밤사이&nbsp;뉴욕증시가&nbsp;블루웨이브&nbsp;현실화&nbsp;속&nbsp;추가&nbsp;경기&nbsp;부양&nbsp;확대&nbsp;기대감&nbsp;및&nbsp;경제지표&nbsp;호조&nbsp;등에&nbsp;상승한&nbsp;가운데,&nbsp;이날&nbsp;코스닥지수는&nbsp;990.70(+1.84P,&nbsp;+0.19%)으로&nbsp;상승&nbsp;출발.&nbsp;987.79(-1.07P,&nbsp;-0.11%)로&nbsp;장을&nbsp;마감.&nbsp; <br /><br />최근&nbsp;지수&nbsp;강세에&nbsp;따른&nbsp;차익실현&nbsp;매물이&nbsp;출회되면서&nbsp;증시에&nbsp;부담으로&nbsp;작용.&nbsp;기관이&nbsp;2,200억&nbsp;넘게&nbsp;순매도하는&nbsp;등&nbsp;7거래일&nbsp;연속&nbsp;매도세를&nbsp;이어가며&nbsp;지수&nbsp;하락을&nbsp;이끌었고,&nbsp;외국인도&nbsp;순매도.&nbsp;다만,&nbsp;개인이&nbsp;7거래일&nbsp;연속&nbsp;순매수하며&nbsp;낙폭은&nbsp;제한된&nbsp;모습. <br /><br />수급별로는&nbsp;기관과&nbsp;외국인이&nbsp;각각&nbsp;2,223억,&nbsp;180억&nbsp;순매도,&nbsp;개인은&nbsp;2,857억&nbsp;순매수. <br /><br />코스닥&nbsp;시총상위종목들은&nbsp;상승&nbsp;종목이&nbsp;우세.&nbsp;CJ&nbsp;ENM(+5.75%),&nbsp;셀트리온헬스케어(+5.30%),&nbsp;에코프로비엠(+4.53%)등이&nbsp;상승.&nbsp;반면,&nbsp;알테오젠(-3.95%),&nbsp;제넥신(-2.51%),&nbsp;메드팩토(-2.18%)등은&nbsp;하락. <br /><br />업종별로는&nbsp;등락이&nbsp;엇갈림.&nbsp;유통(+3.29%),&nbsp;방송서비스(+2.82%),&nbsp;통신장비(+2.10%)&nbsp;업종&nbsp;등이&nbsp;상승.&nbsp;반면,&nbsp;기타서비스(-3.17%),&nbsp;섬유/의류(-1.94%),&nbsp;정보기기(-1.59%),&nbsp;건설(-1.35%)업종&nbsp;등은&nbsp;하락. <br /><br />마감&nbsp;지수&nbsp;:&nbsp;KOSDAQ&nbsp;987.79P(-1.07P/-0.11%)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>●&nbsp;국내증시,&nbsp;1/8&nbsp;코스피&nbsp;대규모&nbsp;외국인&nbsp;순매수&nbsp;속&nbsp;삼성전자&nbsp;및&nbsp;현대차그룹&nbsp;급등&nbsp;등에&nbsp;4%&nbsp;가까이&nbsp;급등,&nbsp;사상&nbsp;최고치&nbsp;재차&nbsp;경신,&nbsp;코스닥&nbsp;기관/외국인&nbsp;순매도&nbsp;등에&nbsp;약보합&hellip;&nbsp;코스피&nbsp;+120.50(+3.97%)&nbsp;3,152.18,&nbsp;코스닥&nbsp;-1.07(-0.11%)&nbsp;987.79 <br />●&nbsp;원/달러&nbsp;환율,&nbsp;글로벌&nbsp;달러화&nbsp;강세&nbsp;속&nbsp;소폭&nbsp;상승...&nbsp;+2.5원(+0.23%)&nbsp;1,089.8원 <br />●&nbsp;아시아&nbsp;증시,&nbsp;중국(-0.17%),&nbsp;일본(+2.36%),&nbsp;홍콩(+1.20%),&nbsp;대만(+1.64%) <br />●&nbsp;모건스탠리&nbsp;"테슬라,&nbsp;스마트폰&nbsp;삼성처럼&nbsp;애플과&nbsp;공생" <br />●&nbsp;세계&nbsp;최고&nbsp;부자&nbsp;3년만에&nbsp;바뀌었다&hellip;머스크,&nbsp;베이조스&nbsp;추월 <br />●&nbsp;트럼프&nbsp;"의회&nbsp;난입&nbsp;대가&nbsp;치러야,&nbsp;20일&nbsp;새&nbsp;정부&nbsp;출범" <br />●&nbsp;SMIC,&nbsp;美&nbsp;장외시장서&nbsp;ADR&nbsp;거래&nbsp;중단&nbsp;통보받아 <br />●&nbsp;11월기준&nbsp;연간&nbsp;경상수지&nbsp;639.4억弗&nbsp;흑자&hellip;전년규모&nbsp;넘었다 <br />●&nbsp;정&nbsp;총리&nbsp;"코로나&nbsp;백신,&nbsp;2월&nbsp;후반&nbsp;접종&hellip;3분기까지&nbsp;집단면역" <br /><br />[기업/산업] <br />●&nbsp;애플카,&nbsp;현대차와&nbsp;공동&nbsp;개발한다&hellip;2027년&nbsp;출시 <br />●&nbsp;코로나&nbsp;뚫은&nbsp;삼성전자,&nbsp;작년&nbsp;36조&nbsp;벌었다 <br />●&nbsp;반도체&nbsp;파운드리&nbsp;'슈퍼사이클'&hellip;삼성,&nbsp;TSMC와&nbsp;격차&nbsp;좁힌다 <br />●&nbsp;엔씨소프트,&nbsp;빗썸&nbsp;인수전&nbsp;참전...넥슨과&nbsp;2파전&nbsp;양상 <br />●&nbsp;에이치엘비&nbsp;"리보세라닙,&nbsp;중국서&nbsp;간암&nbsp;2차&nbsp;치료제로&nbsp;허가&hellip;로열티&nbsp;수익&nbsp;기대" <br />●&nbsp;우리금융&nbsp;경영진,&nbsp;자사주&nbsp;7만5천주&nbsp;매입 <br />●&nbsp;홍남기&nbsp;"올해&nbsp;전기&middot;수소차&nbsp;13.6만대&nbsp;구매지원" <br /><br />[경제/증시/부동산] <br />●&nbsp;외국인,&nbsp;12월&nbsp;한국&nbsp;증시에서&nbsp;2.4조원&nbsp;빼가&hellip;"차익&nbsp;실현" <br />●&nbsp;은행들,&nbsp;문&nbsp;닫았던&nbsp;신용대출&nbsp;재개&hellip;낮췄던&nbsp;한도도&nbsp;복원 <br />●&nbsp;날개달린&nbsp;비트코인,&nbsp;4500만원&nbsp;턱밑까지&nbsp;올라 <br />●&nbsp;지난해&nbsp;주식&nbsp;'의무보유'&nbsp;해제&nbsp;전년대비&nbsp;23.1%&uarr; <br />●&nbsp;흥행&nbsp;준비&nbsp;분주한&nbsp;IPO시장&hellip;'동학개미'&nbsp;청약&nbsp;문턱도&nbsp;낮아져 <br />●&nbsp;회사채&nbsp;시장도&nbsp;불붙었다&hellip;경쟁률&nbsp;14배까지&nbsp;나와 <br /><br />[정치/사회/국내&nbsp;기타] <br />●&nbsp;정은경&nbsp;"독감&nbsp;유행&nbsp;전&nbsp;11월까지&nbsp;집단면역&nbsp;형성&nbsp;목표" <br />●&nbsp;법원&nbsp;"日&nbsp;정부,&nbsp;위안부&nbsp;피해자들에&nbsp;1억씩&nbsp;배상해야..&nbsp;반인도적&nbsp;행위" <br />●&nbsp;美&nbsp;전문가&nbsp;"김정은&nbsp;'국가방위력'&nbsp;발언,&nbsp;바이든과&nbsp;협상&nbsp;의사&nbsp;보인&nbsp;것" <br />●&nbsp;김정은,&nbsp;선군정치와&nbsp;결별했나&hellip;北&nbsp;당대회&nbsp;군부&nbsp;의석&nbsp;대폭&nbsp;축소 <br />●&nbsp;한국노총&nbsp;"중대재해&nbsp;처벌,&nbsp;5인&nbsp;미만&nbsp;사업장도&nbsp;포함해야" <br /><br />[국제/해외] <br />●&nbsp;'복심'&nbsp;폼페이오도&nbsp;등&nbsp;돌렸나&hellip;"트럼프&nbsp;축출&nbsp;방안&nbsp;논의" <br />●&nbsp;日&nbsp;9개월&nbsp;만에&nbsp;긴급사태&nbsp;재선언&hellip;'스가&nbsp;퇴진'&nbsp;시위까지 <br />●&nbsp;보잉,&nbsp;737맥스&nbsp;조사&nbsp;관련&nbsp;25억&nbsp;달러&nbsp;벌금에&nbsp;합의 <br />●&nbsp;'미&nbsp;투자&nbsp;금지'&nbsp;중국&nbsp;통신사,&nbsp;MSCI&middot;S&amp;P&nbsp;지수서&nbsp;제외 <br />●&nbsp;IOC&nbsp;위원&nbsp;"올해&nbsp;도쿄올림픽&nbsp;개최?&nbsp;장담할&nbsp;수&nbsp;없다" <br />●&nbsp;아마존&middot;구글&middot;골드만삭스&nbsp;'핵심&nbsp;브레인'&nbsp;모인&nbsp;美&nbsp;유니콘,&nbsp;IPO&nbsp;임박</p> 【국내주식】국내장 마감 시황 현황 개미날다 마감브리핑 마감시황 시황브리핑 주식시황 주식일일시황 주식정보 증시뉴스 증시마감 증시이슈 개미날다TV https://antflying.tistory.com/235 https://antflying.tistory.com/235#entry235comment Sat, 9 Jan 2021 17:05:49 +0900 https://antflying.tistory.com/234 <p data-ke-size="size18">증권사&nbsp;관심주&nbsp;【2021.01.08,금】</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210109_165758.png" data-origin-width="834" data-origin-height="586" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/vBAha/btqS3avUTV8/CkLHh8bNfHAWo1EkUweYe0/img.png" data-phocus="https://blog.kakaocdn.net/dn/vBAha/btqS3avUTV8/CkLHh8bNfHAWo1EkUweYe0/img.png" data-alt="증권사관심주"><img src="https://blog.kakaocdn.net/dn/vBAha/btqS3avUTV8/CkLHh8bNfHAWo1EkUweYe0/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FvBAha%2FbtqS3avUTV8%2FCkLHh8bNfHAWo1EkUweYe0%2Fimg.png" data-filename="20210109_165758.png" data-origin-width="834" data-origin-height="586" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>증권사관심주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>▶️&nbsp;종목별&nbsp;증권사&nbsp;주요&nbsp;의견&nbsp;(1월&nbsp;8일) <br /><br /><br />●SK하이닉스 <br />지난해&nbsp;4분기&nbsp;영업이익&nbsp;8,494억원으로&nbsp;당초&nbsp;기대치&nbsp;하회&nbsp;전망 <br />지난&nbsp;분기가&nbsp;실적&nbsp;저점이었을&nbsp;수도 <br />2021년&nbsp;설비투자&nbsp;규모&nbsp;전년대비&nbsp;소폭&nbsp;증가 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;16만원&nbsp;/&nbsp;한투증권&nbsp;유종우 <br /><br />●SK하이닉스 <br />예고편까지&nbsp;재밌다 <br />2021&nbsp;년에는&nbsp;DRAM&nbsp;수급이&nbsp;예상보다&nbsp;개선될&nbsp;것으로&nbsp;보임 <br />2021년&nbsp;예상&nbsp;지배주주&nbsp;BPS&nbsp;에&nbsp;P/B&nbsp;2.0&nbsp;배&nbsp;적용으로&nbsp;목표주가&nbsp;상향 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;16만원&nbsp;/&nbsp;현대차증권&nbsp;노근창 <br /><br />●엘비세미콘 <br />LB&nbsp;Wave <br />4분기,&nbsp;비수기는&nbsp;없다 <br />2021년,&nbsp;CIS와&nbsp;AP가&nbsp;추가된다 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;18,000원&nbsp;/&nbsp;DB금투&nbsp;어규진 <br /><br />●이녹스첨단소재 <br />Innoled가&nbsp;끌어주고&nbsp;Smartflex가&nbsp;받쳐주고 <br />실적&nbsp;성장을&nbsp;견인할&nbsp;Innoled <br />BUY&nbsp;/&nbsp;목표주가&nbsp;66,000원&nbsp;/&nbsp;DS증권&nbsp;강성훈 <br /><br />●삼강엠앤티 <br />아시아를&nbsp;넘어&nbsp;유럽까지 <br />4분기&nbsp;영업이익&nbsp;80억원(흑전)&nbsp;예상.&nbsp;컨센&nbsp;부합&nbsp;전망 <br />아시아를&nbsp;넘어&nbsp;유럽까지&nbsp;진출하는&nbsp;하부구조물&nbsp;강자 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;28,000원&nbsp;/&nbsp;신한금투&nbsp;윤창민 <br /><br />●삼성전기 <br />MLCC&nbsp;가격&nbsp;및&nbsp;출하량&nbsp;상승&nbsp;사이클&nbsp;진입 <br />업황&nbsp;개선에도&nbsp;경쟁사대비&nbsp;여전히&nbsp;저평가 <br />MLCC&nbsp;수급&nbsp;불균형&nbsp;심화로&nbsp;춘절&nbsp;이후&nbsp;가격&nbsp;인상&nbsp;가능성&nbsp;높음 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;25만원&nbsp;/&nbsp;NH증권&nbsp;이규하 <br /><br />●삼성엔지니어링 <br />4Q20&nbsp;Preview&nbsp;:&nbsp;상승의&nbsp;에너지&nbsp;축적중 <br />4분기&nbsp;실적은&nbsp;시장기대치에&nbsp;부합할&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;19,000원&nbsp;/&nbsp;현대차증권&nbsp;성정환 <br /><br />●엔씨소프트 <br />신작&nbsp;출시&nbsp;및&nbsp;지역&nbsp;확장&nbsp;모멘텀&nbsp;고조 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;130만원&nbsp;/&nbsp;DB금투&nbsp;황현준 <br /><br />●카카오 <br />카카오를&nbsp;의심하지&nbsp;말자 <br />4분기에도&nbsp;성장&nbsp;지속 <br />2021년에도&nbsp;신사업&nbsp;성장이&nbsp;주가&nbsp;상승의&nbsp;key <br />BUY&nbsp;/&nbsp;목표주가&nbsp;48만원&nbsp;/&nbsp;한투증권&nbsp;정호윤 <br /><br />●NAVER <br />Z와&nbsp;N의&nbsp;연결&nbsp;고리 <br />4&nbsp;분기&nbsp;실적도&nbsp;영업마진&nbsp;20%&nbsp;사수로&nbsp;전년동기대비&nbsp;6%&nbsp;증익&nbsp;전망 <br />3&nbsp;월&nbsp;라인&nbsp;&amp;&nbsp;야후&nbsp;통합법인&nbsp;출범:&nbsp;연매출&nbsp;1.4&nbsp;조엔,&nbsp;일본&nbsp;MAU&nbsp;만&nbsp;1.4&nbsp;억명&nbsp;인터넷기업&nbsp;탄생 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;42만원&nbsp;/&nbsp;현대차증권&nbsp;김현용 <br /><br />●이마트 <br />4Q20E&nbsp;-&nbsp;어닝&nbsp;서프라이즈&nbsp;예상 <br />2021년은&nbsp;실력&nbsp;발휘 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;252,000원&nbsp;/&nbsp;삼성증권&nbsp;박은경 <br /><br />●CJ대한통운 <br />4Q20&nbsp;Preview&nbsp;:&nbsp;매출액&nbsp;3조&nbsp;736억원&nbsp;(+9%YoY),&nbsp;영업이익&nbsp;1,059억원(+3%YoY)으로&nbsp;컨센서스&nbsp;부합&nbsp;전망 <br />택배&nbsp;부문의&nbsp;물량&nbsp;증가와&nbsp;글로벌&nbsp;부문&nbsp;해외&nbsp;자회사들의&nbsp;실적&nbsp;개선&nbsp;지속 <br />판가&nbsp;인상&nbsp;임박&nbsp;:&nbsp;택배&nbsp;가격&nbsp;인상&nbsp;5%를&nbsp;가정해&nbsp;21년&nbsp;매출액&nbsp;및&nbsp;영업이익&nbsp;추정치를&nbsp;소폭&nbsp;상향 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;23만원&nbsp;/&nbsp;DB금투&nbsp;김평모 <br /><br />●이노션 <br />4Q20&nbsp;Preview:&nbsp;예상보다&nbsp;빠르게&nbsp;정상화되는&nbsp;실적 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;90,000원&nbsp;/&nbsp;대신증권&nbsp;김회재 <br /><br />●LS&nbsp;ELECTRIC <br />수소와&nbsp;녹색&nbsp;꿈을&nbsp;꾸다 <br />수소연료전지&nbsp;분야&nbsp;적극적인&nbsp;행보,&nbsp;그린뉴딜&nbsp;수혜&nbsp;기대 <br />4분기부터&nbsp;회복&nbsp;국면&nbsp;전개,&nbsp;올해&nbsp;영업이익&nbsp;25%&nbsp;증가&nbsp;전망 <br />OUTPERFORM&nbsp;/&nbsp;목표주가&nbsp;85,000원&nbsp;/&nbsp;키움증권&nbsp;김지산 <br /><br />●유니테스트 <br />4Q20&nbsp;실적&nbsp;크게&nbsp;회복하며&nbsp;영업이익&nbsp;전망치&nbsp;상회&nbsp;예상 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;33,000원&nbsp;/&nbsp;하이투자&nbsp;송명섭 <br /><br />●JYP&nbsp;Ent. <br />니쥬로&nbsp;확인된&nbsp;육성&nbsp;시스템&nbsp;수출&nbsp;역량 <br />K-POP&nbsp;육성&nbsp;시스템의&nbsp;글로벌&nbsp;수출 <br />예상을&nbsp;뛰어넘는&nbsp;니쥬의&nbsp;성장,&nbsp;2021년&nbsp;유의미한&nbsp;실적&nbsp;기여&nbsp;기대 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;46,000원&nbsp;/&nbsp;NH증권&nbsp;이화정 <br /><br />●바이브컴퍼니 <br />짬에서&nbsp;나오는&nbsp;바이브 <br />다양한&nbsp;인공지능&nbsp;기반&nbsp;서비스&nbsp;제공하는&nbsp;기업으로&nbsp;높은&nbsp;기술&nbsp;경쟁력&nbsp;보유 <br />인공지능&nbsp;시대&nbsp;개화,&nbsp;매출액&nbsp;성장은&nbsp;이제&nbsp;시작 <br />NR&nbsp;/&nbsp;NH증권&nbsp;백준기 <br /><br />●고려아연 <br />4분기&nbsp;실적도&nbsp;호조&nbsp;전망 <br />4분기&nbsp;실적도&nbsp;컨센서스&nbsp;상회&nbsp;전망 <br />안정적&nbsp;실적과&nbsp;배당,&nbsp;중장기&nbsp;이차전지/수소모멘텀도&nbsp;주목! <br />BUY&nbsp;/&nbsp;목표주가&nbsp;56만원&nbsp;/&nbsp;키움증권&nbsp;이종형 <br /><br />●엠씨넥스 <br />자율주행&nbsp;매출액&nbsp;2&nbsp;천억이&nbsp;넘는데&nbsp;PER&nbsp;7.7x&nbsp;!? <br />2021&nbsp;년&nbsp;자율주행&nbsp;매출액&nbsp;2,500&nbsp;억! <br />글로벌&nbsp;자율주행&nbsp;관련&nbsp;기업들의&nbsp;주가&nbsp;급등과&nbsp;Valuation <br />BUY&nbsp;/&nbsp;목표주가&nbsp;62,500원&nbsp;/&nbsp;리딩증권&nbsp;신지훈 <br /><br />●파수 <br />2021년,&nbsp;새롭게&nbsp;추가되는&nbsp;투자&nbsp;포인트 <br />데이터,&nbsp;어플리케이션&nbsp;보안&nbsp;등의&nbsp;서비스&nbsp;제공하는&nbsp;보안&nbsp;전문&nbsp;회사 <br />1)&nbsp;미국&nbsp;법인&nbsp;본격적인&nbsp;매출&nbsp;발생,&nbsp;2)&nbsp;국내&nbsp;ADID&nbsp;시장&nbsp;개화&nbsp;수혜 <br />NR&nbsp;/&nbsp;신한금투&nbsp;김규리 <br /><br />●현대건설 <br />국내/해외&nbsp;다&nbsp;좋아질&nbsp;대장 <br />4분기&nbsp;매출액&nbsp;4조&nbsp;2,640억원(YoY&nbsp;-8%),&nbsp;영업이익&nbsp;1,470억원(YoY&nbsp;-14%)으로&nbsp;시장기대치&nbsp;하회&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;59,000원&nbsp;/&nbsp;현대차증권&nbsp;성정환 <br /><br />●대한해운 <br />벌크&nbsp;해운,&nbsp;풀리는&nbsp;족쇄 <br />모자란&nbsp;재고,&nbsp;불붙은&nbsp;원자재&nbsp;가격,&nbsp;남은&nbsp;건&nbsp;운임&nbsp;전가&nbsp;뿐 <br />대한해운&nbsp;운임상승&nbsp;레버리지&nbsp;효과&nbsp;제한적,&nbsp;업종&nbsp;밸류에이션&nbsp;상승에&nbsp;동참하는&nbsp;것 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;4,500원&nbsp;/&nbsp;신영증권&nbsp;엄경아 <br /><br />●GS건설 <br />4분기&nbsp;매출액&nbsp;2조&nbsp;7,730억원(YoY&nbsp;-1%),&nbsp;영업이익&nbsp;2,090억원(YoY&nbsp;15%)으로&nbsp;시장기대치&nbsp;부합&nbsp;전망 <br />3분기&nbsp;대비&nbsp;주택&nbsp;부문이&nbsp;QoQ&nbsp;매출&nbsp;증가하며&nbsp;이익이&nbsp;증가하지만&nbsp;코로나&nbsp;19의&nbsp;영향으로&nbsp;해외&nbsp;원가율&nbsp;보수적&nbsp;가정 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;52,000원&nbsp;/&nbsp;현대차증권&nbsp;성정환 <br /><br />●케어젠 <br />갯벌의&nbsp;진주가&nbsp;가장&nbsp;빛난다. <br />헤어필러&nbsp;매출&nbsp;고성장세 <br />상반기&nbsp;건기식&nbsp;사업&nbsp;본격화 <br />NR&nbsp;/&nbsp;리딩증권&nbsp;한유건 <br /><br />●엠투아이 <br />반도체&nbsp;산업&nbsp;호황에&nbsp;따른&nbsp;직접적인&nbsp;수혜가&nbsp;예상되는&nbsp;한&nbsp;해 <br />스마트HMI&nbsp;등&nbsp;스마트팩토리&nbsp;토털&nbsp;솔루션&nbsp;전문기업 <br />사회적&nbsp;변화&nbsp;및&nbsp;언택트&nbsp;문화&nbsp;확산에&nbsp;따른&nbsp;스마트팩토리&nbsp;도입&nbsp;가속화&nbsp;예상 <br />NR&nbsp;/&nbsp;SK증권&nbsp;서충우 <br /><br />●동원산업 <br />없어서&nbsp;못&nbsp;파는&nbsp;참치 <br />기대치를&nbsp;상회할&nbsp;4분기 <br />BUY / 목표주가 31만원 / 대신증권 한유정 </p> 【증권사의견】종목별 의견 GS건설 개미날다 대한해운 동원산업 삼강엠앤티 엠투아이 유니테스트 이노션 케어젠 현대건설 개미날다TV https://antflying.tistory.com/234 https://antflying.tistory.com/234#entry234comment Sat, 9 Jan 2021 17:03:24 +0900 https://antflying.tistory.com/233 <p data-ke-size="size18">장중&nbsp;특징주&nbsp;(2021.01.08,금)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-origin-width="857" data-origin-height="694" data-filename="20210109_165713.png" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/de7cls/btqS4MnLd97/9UwV4cMhTKgfmcfRFLctJK/img.png" data-phocus="https://blog.kakaocdn.net/dn/de7cls/btqS4MnLd97/9UwV4cMhTKgfmcfRFLctJK/img.png" data-alt="특징주"><img src="https://blog.kakaocdn.net/dn/de7cls/btqS4MnLd97/9UwV4cMhTKgfmcfRFLctJK/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2Fde7cls%2FbtqS4MnLd97%2F9UwV4cMhTKgfmcfRFLctJK%2Fimg.png" data-origin-width="857" data-origin-height="694" data-filename="20210109_165713.png" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>특징주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[2021년&nbsp;1월8일&nbsp;장중특징주] <br /><br />■&nbsp;현대차,&nbsp;기아차,&nbsp;현대모비스,&nbsp;현대위아,&nbsp;현대오토에버,&nbsp;현대글로비스 <br />현대차&nbsp;그룹주,&nbsp;애플카&nbsp;공동개발&nbsp;협력&nbsp;기대감에&nbsp;급등 <br /><br />■&nbsp;우리기술투자,&nbsp;아이오케이,&nbsp;티사이언티픽 <br />비트코인&nbsp;4만&nbsp;달러&nbsp;돌파...가상화폐주&nbsp;상승 <br /><br />■&nbsp;비덴트,&nbsp;넥슨지티 <br />넥슨의&nbsp;빗썸&nbsp;인수추진설,&nbsp;비덴트의&nbsp;부인&nbsp;공시에도&nbsp;불구하고&nbsp;상승마감 <br /><br />■&nbsp;이지바이오 <br />무상증자&middot;액면분할로&nbsp;이틀&nbsp;연속&nbsp;상한가 <br /><br />■&nbsp;삼성전자 <br />4분기&nbsp;호실적&nbsp;발표&nbsp;및&nbsp;대만&nbsp;TSMC,&nbsp;3나노&nbsp;핵심기술&nbsp;문제로&nbsp;대량생산&nbsp;지연&nbsp;반사익&nbsp;예상에&nbsp;사상&nbsp;최고가&nbsp;경신 <br /><br />■&nbsp;LG화학 <br />블루웨이브&nbsp;수혜기대에&nbsp;장중&nbsp;100만원&nbsp;돌파&hellip;52주&nbsp;신고가 <br /><br />■&nbsp;만도,&nbsp;한온시스템,&nbsp;에스엘,&nbsp;두올,&nbsp;화승알앤에이,&nbsp;명신산업 <br />테슬라&nbsp;최고가&nbsp;돌파와&nbsp;현대차&nbsp;애플&nbsp;공동협력&nbsp;추진&nbsp;소식에&nbsp;관련&nbsp;부품주&nbsp;상승 <br /><br />■&nbsp;뉴인텍 <br />애플&middot;현대차&nbsp;공동개발&nbsp;논의,&nbsp;전기수소차&nbsp;커패시터&nbsp;독점&nbsp;공급에&nbsp;상승 <br /><br />■&nbsp;드림텍 <br />매출&nbsp;16조&nbsp;규모&nbsp;글로벌&nbsp;의료전문기업에&nbsp;인공관절&nbsp;수술용&nbsp;센서&nbsp;공급&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;라닉스 <br />애플카&nbsp;현대차&nbsp;공동개발&nbsp;소식,&nbsp;&ldquo;DSRC&nbsp;칩&nbsp;납품&nbsp;부각&rdquo;에&nbsp;상승 <br /><br />■&nbsp;엘엠에스 <br />애플發&nbsp;자율주행&nbsp;선전포고,&nbsp;한국형&nbsp;자율주행&nbsp;핵심센서&nbsp;개발&nbsp;기대에&nbsp;상승 <br /><br />■&nbsp;모트렉스,&nbsp;텔레칩스,&nbsp;대성엘텍,&nbsp;코리아에프티,&nbsp;모바일어플라이언스 <br />현대차&nbsp;애플카&nbsp;공동협력설,&nbsp;자율주행&nbsp;수혜기대에&nbsp;관련주&nbsp;상승 <br /><br />■&nbsp;유니퀘스트 <br />현대차&nbsp;사내벤처&nbsp;출범&nbsp;자율주행&nbsp;자회사&nbsp;부각에&nbsp;강세 <br /><br />■&nbsp;바이넥스 <br />녹십자와&nbsp;CMO&nbsp;사업&nbsp;MOU체결,&nbsp;코로나19&nbsp;백신&nbsp;위탁&nbsp;수주&nbsp;기대감에&nbsp;상승</p> 【특징주】 일일 특징주 뉴인텍 두올 드림텍 라닉스 만도 모트렉스 바이넥스 에스엘 엘엠에스 유니퀘스트 개미날다TV https://antflying.tistory.com/233 https://antflying.tistory.com/233#entry233comment Sat, 9 Jan 2021 17:01:43 +0900 https://antflying.tistory.com/232 <p data-ke-size="size18">종목&nbsp;상승률&nbsp;TOP&nbsp;30&nbsp;(2021.01.08,금)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210109_165733.png" data-origin-width="1037" data-origin-height="720" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/c8lJCr/btqSV8TCR3U/XlB6VKuV7gQIz9Kd9FfcnK/img.png" data-phocus="https://blog.kakaocdn.net/dn/c8lJCr/btqSV8TCR3U/XlB6VKuV7gQIz9Kd9FfcnK/img.png" data-alt="상승주,테마주,급등주,관심주,특징주"><img src="https://blog.kakaocdn.net/dn/c8lJCr/btqSV8TCR3U/XlB6VKuV7gQIz9Kd9FfcnK/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2Fc8lJCr%2FbtqSV8TCR3U%2FXlB6VKuV7gQIz9Kd9FfcnK%2Fimg.png" data-filename="20210109_165733.png" data-origin-width="1037" data-origin-height="720" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>상승주,테마주,급등주,관심주,특징주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>2021년&nbsp;1월&nbsp;8일&nbsp;상승률&nbsp;TOP30 <br /><br />1.&nbsp;티에이치엔(30%)&nbsp;:&nbsp;현대차-애플,&nbsp;애플카&nbsp;생산&nbsp;협력&nbsp;협의&nbsp;소식에&nbsp;자동차부품&nbsp;테마&nbsp;상승&nbsp;속&nbsp;상한가 <br /><br />2.&nbsp;아이컴포넌트(29.97%)&nbsp;:&nbsp;LG디스플레이&nbsp;등과&nbsp;롤러블&nbsp;디스플레이&nbsp;핵심장비&nbsp;소재&nbsp;기술&nbsp;개발&nbsp;사실&nbsp;부각에&nbsp;상한가 <br /><br />3.&nbsp;라닉스(29.96%)&nbsp;:&nbsp;현대차-애플,&nbsp;애플카&nbsp;생산&nbsp;협력&nbsp;협의&nbsp;소식에&nbsp;자율주행차&nbsp;테마&nbsp;상승&nbsp;속&nbsp;상한가 <br /><br />4.&nbsp;뉴인텍(29.92%)&nbsp;:&nbsp;현대차-애플,&nbsp;애플카&nbsp;생산&nbsp;협력&nbsp;협의&nbsp;소식&nbsp;속,&nbsp;현대차의&nbsp;차세대&nbsp;수소전기차에&nbsp;인버터용&nbsp;콘덴서를&nbsp;공급&nbsp;부각에&nbsp;상한가 <br /><br />5.&nbsp;수산아이앤티(29.91%)&nbsp;:&nbsp;차기&nbsp;대선후보&nbsp;적합도&nbsp;여론조사,&nbsp;이재명&nbsp;경기지사&nbsp;1위&nbsp;소식&nbsp;모멘텀&nbsp;지속에&nbsp;일부&nbsp;정치/인맥(이재명)&nbsp;테마&nbsp;상승&nbsp;속&nbsp;상한가 <br /><br />6.&nbsp;나우IB(29.91%)&nbsp;:&nbsp;상승&nbsp;이유&nbsp;알&nbsp;수&nbsp;없음 <br /><br />7.&nbsp;이지바이오(28.41%)&nbsp;:&nbsp;유통물량&nbsp;증가&middot;업황&nbsp;호조에&nbsp;따른&nbsp;기업가치&nbsp;재평가&nbsp;필요&nbsp;분석&nbsp;등에&nbsp;급등 <br /><br />8.&nbsp;iMBC(25.37%)&nbsp;:&nbsp;박영선&nbsp;장관&nbsp;서울&nbsp;시장&nbsp;출마&nbsp;기대감에&nbsp;급등 <br /><br />9.&nbsp;해성디에스(22.06%)&nbsp;:&nbsp;상승&nbsp;이유&nbsp;알&nbsp;수&nbsp;없음 <br /><br />10.&nbsp;현대위아(21.33%)&nbsp;:&nbsp;현대차-애플,&nbsp;애플카&nbsp;생산&nbsp;협력&nbsp;협의&nbsp;소식에&nbsp;자동차&nbsp;대표주/부품&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />11.&nbsp;웰크론한텍(20.79%)&nbsp;:&nbsp;中,&nbsp;배터리&nbsp;원자재&nbsp;사재기&nbsp;'광풍'&hellip;니켈&middot;코발트&nbsp;품귀&nbsp;우려&nbsp;기사&nbsp;속&nbsp;급등 <br /><br />12.&nbsp;팅크웨어(20.23%)&nbsp;:&nbsp;현대차-애플,&nbsp;애플카&nbsp;생산&nbsp;협력&nbsp;협의&nbsp;소식에&nbsp;자율주행차&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />13.&nbsp;현대차(19.42%)&nbsp;:&nbsp;애플과애플카&nbsp;생산&nbsp;협력&nbsp;협의&nbsp;소식에&nbsp;급등 <br /><br />14.&nbsp;현대모비스(18.06%)&nbsp;:&nbsp;현대차-애플,&nbsp;애플카&nbsp;생산&nbsp;협력&nbsp;협의&nbsp;소식에&nbsp;자동차&nbsp;대표주/부품/전기차/자율주행차&nbsp;및&nbsp;수소차&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />15.&nbsp;세방(17.74%)&nbsp;:&nbsp;전기차&nbsp;테마&nbsp;상승&nbsp;속&nbsp;배터리팩&nbsp;공장&nbsp;설립&nbsp;모멘텀&nbsp;부각에&nbsp;급등 <br /><br />16.&nbsp;비덴트(17.28%)&nbsp;:&nbsp;비트코인&nbsp;4만&nbsp;달러&nbsp;돌파&nbsp;및&nbsp;넥슨&nbsp;김정주&nbsp;가상화폐거래소&nbsp;빗썸&nbsp;인수&nbsp;추진&nbsp;소식에&nbsp;가상화폐(비트코인&nbsp;등)&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />17.&nbsp;슈프리마에이치큐(17.24%)&nbsp;:&nbsp;상승&nbsp;이유&nbsp;알&nbsp;수&nbsp;없음 <br /><br />18.&nbsp;바이넥스(16.07%)&nbsp;:&nbsp;녹십자와&nbsp;위탁생산(CMO)&nbsp;사업&nbsp;협력&nbsp;MOU&nbsp;체결&nbsp;소식에&nbsp;급등 <br /><br />19.&nbsp;하이텍팜(16.03%)&nbsp;:&nbsp;상승&nbsp;이유&nbsp;알&nbsp;수&nbsp;없음 <br /><br />20.&nbsp;에스엘(15.34%)&nbsp;:&nbsp;현대차-&nbsp;애플,&nbsp;애플카&nbsp;생산&nbsp;협력&nbsp;협의&nbsp;소식에&nbsp;자동차부품&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />21.&nbsp;키이스트(14.52%)&nbsp;:&nbsp;국내&nbsp;드라마&nbsp;제작사들에&nbsp;대한&nbsp;외국인&nbsp;투자&nbsp;증가&nbsp;소식에&nbsp;급등&nbsp;추정 <br /><br />22.&nbsp;만도(14.33%)&nbsp;:&nbsp;현대차-애플,&nbsp;애플카&nbsp;생산&nbsp;협력&nbsp;협의&nbsp;소식에&nbsp;자동차&nbsp;대표주/부품/전기차/자율주행차&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />23.&nbsp;지티지웰니스(13.99%)&nbsp;:&nbsp;美파트너사와&nbsp;93.31억원&nbsp;규모&nbsp;니트릴&nbsp;장갑&nbsp;공급계약&nbsp;체결&nbsp;모멘텀&nbsp;지속에&nbsp;급등 <br /><br />24.&nbsp;대성엘텍(13.54%)&nbsp;:&nbsp;현대차-애플,&nbsp;애플카&nbsp;생산&nbsp;협력&nbsp;협의&nbsp;소식에&nbsp;자동차부품/자율주행차&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />25.&nbsp;성우하이텍(13.44%)&nbsp;:&nbsp;현대차-애플,&nbsp;애플카&nbsp;생산&nbsp;협력&nbsp;협의&nbsp;소식에&nbsp;자동차부품&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />26.&nbsp;인지컨트롤스(13.4%)&nbsp;:&nbsp;수소차&nbsp;및&nbsp;자동차부품/전기차&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />27.&nbsp;티피씨글로벌(13.03%)&nbsp;:&nbsp;현대차-애플,&nbsp;애플카&nbsp;생산&nbsp;협력&nbsp;협의&nbsp;소식에&nbsp;자동차부품&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />28.&nbsp;한온시스템(12.84%)&nbsp;:&nbsp;수소차&nbsp;및&nbsp;자동차&nbsp;대표주/부품/전기차&nbsp;테마&nbsp;상승&nbsp;속&nbsp;급등 <br /><br />29.&nbsp;현대비앤지스틸(12.39%)&nbsp;:&nbsp;현대차-애플,&nbsp;애플카&nbsp;생산&nbsp;협력&nbsp;협의&nbsp;소식에&nbsp;현대차그룹&nbsp;계열사로&nbsp;부각되며&nbsp;급등 <br /><br />30.&nbsp;한라홀딩스(11.99%)&nbsp;:&nbsp;양평역&nbsp;한라비발디&nbsp;분양&nbsp;소식&nbsp;속&nbsp;급등&nbsp;추정 <br /><br /><br />[현대차-&nbsp;애플&nbsp;관련주] <br />티에이치엔,&nbsp;라닉스,&nbsp;뉴인텍,&nbsp;현대위아,&nbsp;팅크웨어,&nbsp;현대차,&nbsp;현대모비스,&nbsp;에스엘,&nbsp;만도,&nbsp;대성엘텍,&nbsp;성우하이텍,&nbsp;티피씨글로벌,&nbsp;현대비앤지스틸</p> 【상승률TOP】일일상승률TOP 대성엘텍 라닉스 만도 성우하이텍 인지컨트롤스 지티지웰니스 티피씨글로벌 한라홀딩스 한온시스템 현대비앤지스틸 개미날다TV https://antflying.tistory.com/232 https://antflying.tistory.com/232#entry232comment Sat, 9 Jan 2021 17:00:35 +0900 https://antflying.tistory.com/231 <p data-ke-size="size18">주요&nbsp;경제뉴스&nbsp;(2021.01.07,목)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210107_202507.png" data-origin-width="849" data-origin-height="601" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/bl7Jwv/btqSTH1NSXN/bOm8QKusOKO5SiqgKTkh2K/img.png" data-phocus="https://blog.kakaocdn.net/dn/bl7Jwv/btqSTH1NSXN/bOm8QKusOKO5SiqgKTkh2K/img.png" data-alt="경제이슈"><img src="https://blog.kakaocdn.net/dn/bl7Jwv/btqSTH1NSXN/bOm8QKusOKO5SiqgKTkh2K/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2Fbl7Jwv%2FbtqSTH1NSXN%2FbOm8QKusOKO5SiqgKTkh2K%2Fimg.png" data-filename="20210107_202507.png" data-origin-width="849" data-origin-height="601" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>경제이슈</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>이슈섹터 <br /><br />-&nbsp;마리화나,&nbsp;온실가스,&nbsp;풍력/태양광에너지,&nbsp;은행&nbsp;등&nbsp;- <br /><br />美&nbsp;민주당&nbsp;블루웨이브&nbsp;현실화에&nbsp;따른&nbsp;수혜&nbsp;기대감&nbsp;등에&nbsp;상승. <br /><br />▷현지시간으로&nbsp;6일&nbsp;외신에&nbsp;따르면,&nbsp;미국&nbsp;조지아주의&nbsp;연방&nbsp;상원의원&nbsp;결선&nbsp;투표에서&nbsp;민주당이&nbsp;2석&nbsp;모두를&nbsp;거머쥐면서&nbsp;하원에&nbsp;이어&nbsp;상원까지&nbsp;장악하는&nbsp;'블루&nbsp;웨이브'가&nbsp;현실화됐다는&nbsp;소식이&nbsp;전해짐. <br /><br />▷SK증권은&nbsp;보고서를&nbsp;통해&nbsp;바이든&nbsp;당선과&nbsp;함께&nbsp;민주당이&nbsp;美&nbsp;상하원&nbsp;모두&nbsp;다수당을&nbsp;차지하면서&nbsp;차기&nbsp;바이든&nbsp;행정부의&nbsp;각종&nbsp;정책&nbsp;추진에&nbsp;속도가&nbsp;붙을&nbsp;것으로&nbsp;전망.&nbsp;이와&nbsp;관련,&nbsp;인프라&nbsp;투자&nbsp;확대&nbsp;정책에는&nbsp;속도가&nbsp;붙을&nbsp;것으로&nbsp;보이며,&nbsp;지난&nbsp;대선과정에서부터&nbsp;강조했던&nbsp;친환경&nbsp;정책도&nbsp;탄력을&nbsp;받을&nbsp;것으로&nbsp;보여&nbsp;관련&nbsp;업종에는&nbsp;수혜가&nbsp;기대된다고&nbsp;밝힘. <br /><br />▷외신에&nbsp;따르면,&nbsp;블루웨이브&nbsp;현실화로&nbsp;바이든&nbsp;행정부의&nbsp;친환경&nbsp;드라이브가&nbsp;탄력을&nbsp;받아&nbsp;테슬라의&nbsp;상대적&nbsp;우위가&nbsp;더욱&nbsp;강화될&nbsp;것이라고&nbsp;전망.&nbsp;지난밤&nbsp;테슬라의&nbsp;주가는&nbsp;2.84%&nbsp;상승하면서&nbsp;시총&nbsp;5위&nbsp;페이스북과의&nbsp;격차를&nbsp;줄였음. <br /><br />▷이&nbsp;같은&nbsp;소식에&nbsp;바이든&nbsp;대통령&nbsp;당선인의&nbsp;공약과&nbsp;관련,&nbsp;오성첨단소재,&nbsp;세미콘라이트&nbsp;등&nbsp;마리화나(대마),&nbsp;그린케미칼,&nbsp;후성&nbsp;등&nbsp;온실가스(탄소배출권),&nbsp;우림기계,&nbsp;씨에스베어링,&nbsp;대성파인텍,&nbsp;한화솔루션,&nbsp;세종공업&nbsp;등&nbsp;풍력/태양광에너지/수소차,&nbsp;LG화학,&nbsp;코스모화학,&nbsp;씨아이에스&nbsp;등&nbsp;2차전지/전기차&nbsp;테마가&nbsp;상승세를&nbsp;기록중.&nbsp;아울러,&nbsp;블루웨이브&nbsp;현실화에&nbsp;따른&nbsp;美&nbsp;부양책에&nbsp;대한&nbsp;기대감이&nbsp;높아지면서&nbsp;지난밤&nbsp;美증시&nbsp;은행주들이&nbsp;상승한&nbsp;가운데,&nbsp;하나금융지주,&nbsp;KB금융,&nbsp;신한지주&nbsp;등&nbsp;은행주도&nbsp;상승세를&nbsp;기록중임. <br /><br /><br />-&nbsp;자동차&nbsp;대표주/자동차부품&nbsp;- <br /><br />코로나19&nbsp;여파&nbsp;속&nbsp;현대&middot;기아차&nbsp;지난해&nbsp;美&nbsp;자동차&nbsp;판매&nbsp;실적&nbsp;선방&nbsp;등에&nbsp;상승. <br /><br />▷전일&nbsp;현대기아차는&nbsp;지난해&nbsp;미국시장에서&nbsp;전년대비&nbsp;7.6%&nbsp;감소한&nbsp;122만4,816대를&nbsp;판매했다고&nbsp;밝힘.&nbsp;같은&nbsp;기간&nbsp;타&nbsp;브랜드들이&nbsp;두&nbsp;자릿수&nbsp;감소율을&nbsp;기록한&nbsp;반면&nbsp;현대기아차는&nbsp;한&nbsp;자릿수&nbsp;감소율로&nbsp;8년만에&nbsp;미국&nbsp;점유율&nbsp;최대치를&nbsp;기록할&nbsp;것으로&nbsp;전망되고&nbsp;있는&nbsp;것으로&nbsp;전해짐.&nbsp;랜디&nbsp;파커&nbsp;현대차&nbsp;미국법인&nbsp;판매&nbsp;담당&nbsp;부사장은&nbsp;"코로나19에&nbsp;대한&nbsp;신속한&nbsp;조치와&nbsp;강력한&nbsp;제품&nbsp;라인업으로&nbsp;지난&nbsp;1년간&nbsp;소매판매&nbsp;및&nbsp;시장점유율&nbsp;상승에서&nbsp;타&nbsp;브랜드를&nbsp;압도할&nbsp;수&nbsp;있었다"라고&nbsp;밝힘. <br /><br />▷한화투자증권은&nbsp;자동차&nbsp;업종에&nbsp;대한&nbsp;투자의견&nbsp;비중확대를&nbsp;유지한다고&nbsp;밝힘.&nbsp;이는&nbsp;글로벌&nbsp;도매&nbsp;판매&nbsp;회복,&nbsp;제품&nbsp;Mix&nbsp;및&nbsp;인센티브&nbsp;개선&nbsp;등에&nbsp;따른&nbsp;ASP&nbsp;상승에&nbsp;따라&nbsp;이익&nbsp;모멘텀&nbsp;본격화가&nbsp;예상되기&nbsp;때문이라고&nbsp;설명.&nbsp;또한,&nbsp;E-GMP&nbsp;기반&nbsp;첫&nbsp;BEV가&nbsp;유럽&nbsp;자동차&nbsp;수요&nbsp;회복이&nbsp;기대되는&nbsp;올해에&nbsp;적시&nbsp;출시된다며&nbsp;BEV&nbsp;시장&nbsp;시장&nbsp;점유율&nbsp;확대&nbsp;가능성도&nbsp;있다고&nbsp;밝힘. <br /><br />▷언론에&nbsp;따르면,&nbsp;美&nbsp;배런스는&nbsp;블루웨이브&nbsp;현실화로&nbsp;테슬라는&nbsp;물론&nbsp;포드와&nbsp;GM&nbsp;등&nbsp;전통적인&nbsp;자동차&nbsp;제조업체에도&nbsp;수혜가&nbsp;예상된다는&nbsp;진단을&nbsp;내놓은&nbsp;것으로&nbsp;전해짐. <br /><br />▷이러한&nbsp;소식에&nbsp;현대차,&nbsp;기아차,&nbsp;현대위아,&nbsp;현대모비스,&nbsp;만도&nbsp;등&nbsp;자동차대표주/자동차부품주가&nbsp;상승세를&nbsp;기록중.</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>주요&nbsp;업종&nbsp;및&nbsp;종목&nbsp;동향 <br /><br />은행주,&nbsp;산업재,&nbsp;에너지,&nbsp;소재,&nbsp;철강,&nbsp;태양광,&nbsp;전기차&nbsp;강세&nbsp;Vs.&nbsp;기술주&nbsp;부진 <br /><br />블루웨이브가&nbsp;현실화되자&nbsp;글로벌&nbsp;클린에너지&nbsp;ETF(ICLN&nbsp;+7.20%)가&nbsp;급등&nbsp;했다.&nbsp;퍼스트솔라(+8.17%),&nbsp;선파워(+20.17%)등&nbsp;태양광과&nbsp;US스틸(+17.14%),&nbsp;캐터필라(+5.57%),&nbsp;엑손모빌(+2.55%)등&nbsp;경기&nbsp;민감주도&nbsp;급등했다.&nbsp;테슬라(+2.84%)는&nbsp;여기에&nbsp;모건스탠리의&nbsp;목표주가&nbsp;상향으로&nbsp;강세를&nbsp;보였고,&nbsp;10년물&nbsp;국채금리가&nbsp;3월&nbsp;이후&nbsp;처음으로&nbsp;1%를&nbsp;상회하자&nbsp;JP모건(+4.70%),&nbsp;씨티그룹(+5.75%)등&nbsp;금융주도&nbsp;급등했다.&nbsp;다만,&nbsp;그동안&nbsp;상승을&nbsp;이끌었던&nbsp;애플(-3.32%),&nbsp;아마존(+2.49%)&nbsp;등&nbsp;대형&nbsp;기술주는&nbsp;큰&nbsp;폭으로&nbsp;하락&nbsp;출발&nbsp;했다.&nbsp;그러나&nbsp;애플&nbsp;공급업체인&nbsp;무라타가&nbsp;5G&nbsp;핸드셋&nbsp;수요가&nbsp;급증해&nbsp;차기&nbsp;회계연도에&nbsp;아이폰&nbsp;판매가&nbsp;급증&nbsp;할&nbsp;것이라는&nbsp;소식을&nbsp;전하자&nbsp;애플이&nbsp;장중&nbsp;상승&nbsp;전환하는&nbsp;등&nbsp;실적에&nbsp;주목하는&nbsp;모습을&nbsp;보였다.&nbsp; <br /><br />코카콜라(-3.18%)는&nbsp;330억&nbsp;달러&nbsp;미지급&nbsp;세금&nbsp;지불해야&nbsp;된다는&nbsp;판결을&nbsp;이유로&nbsp;투자의견이&nbsp;하향&nbsp;조정되자&nbsp;하락했다.&nbsp;NVIDIA(-5.90%)는&nbsp;ARM&nbsp;인수&nbsp;후&nbsp;경쟁업체에&nbsp;대한&nbsp;서비스&nbsp;등을&nbsp;영국&nbsp;정부가&nbsp;조사할&nbsp;것이라는&nbsp;소식으로&nbsp;하락&nbsp;했다.&nbsp;유나이티드헬스(+4.20%)는&nbsp;체인지헬스케어(+30.04%)를&nbsp;인수한다고&nbsp;발표한&nbsp;후&nbsp;상승&nbsp;했고&nbsp;체인지헬스케어는&nbsp;급등했다.&nbsp;월그린부츠(+4.54%)는&nbsp;어메리소스버진(+8.60%)에&nbsp;헬스케어&nbsp;사업부문을&nbsp;매각한다고&nbsp;발표하자&nbsp;두&nbsp;회사&nbsp;모두&nbsp;상승했다.&nbsp;&nbsp; </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>2021년 1월 7일(목) &nbsp;주요이슈점검</p> <p><br />●&nbsp;뉴욕증시,&nbsp;1/6(현지시간)&nbsp;美&nbsp;민주당&nbsp;'블루웨이브'&nbsp;임박&nbsp;속&nbsp;혼조&nbsp;마감&hellip;&nbsp;다우&nbsp;+437.80(+1.44%)&nbsp;30,829.40,&nbsp;나스닥&nbsp;-78.17(-0.61%)&nbsp;12,740.79,&nbsp;S&amp;P500&nbsp;3,748.14(+0.57%),&nbsp;필라델피아반도체&nbsp;2,827.96(-0.32%) <br />●&nbsp;국제유가($,배럴),&nbsp;美&nbsp;재고&nbsp;감소&nbsp;및&nbsp;경기&nbsp;부양&nbsp;기대&nbsp;등에&nbsp;상승...&nbsp;WTI&nbsp;+0.70(+1.40%)&nbsp;50.63,&nbsp;브렌트유&nbsp;+0.70(+1.31%)&nbsp;54.30 <br />●&nbsp;국제금($,온스),&nbsp;달러&nbsp;강세&nbsp;및&nbsp;차익실현&nbsp;매물&nbsp;등에&nbsp;하락...&nbsp;Gold&nbsp;-45.80(-2.34%)&nbsp;1,908.60 <br />●&nbsp;달러&nbsp;index,&nbsp;美&nbsp;민주당&nbsp;블루웨이브&nbsp;유력&nbsp;속&nbsp;약보합...&nbsp;-0.02(-0.03%)&nbsp;89.40 <br />●&nbsp;역외환율(원/달러),&nbsp;+1.77(+0.16%)&nbsp;1,088.28 <br />●&nbsp;유럽증시,&nbsp;영국(+3.47%),&nbsp;독일(+1.76%),&nbsp;프랑스(+1.19%) <br />●&nbsp;美&nbsp;12월&nbsp;마킷&nbsp;서비스업&nbsp;PMI&nbsp;54.8&hellip;예상&nbsp;하회 <br />●&nbsp;美&nbsp;11월&nbsp;공장재수주&nbsp;1.0%&uarr;&hellip;월가&nbsp;예상&nbsp;상회 <br />●&nbsp;美&nbsp;12월&nbsp;민간고용&nbsp;12만3천명&darr;&hellip;월가&nbsp;예상&nbsp;대폭&nbsp;하회 <br />●&nbsp;미&nbsp;연준&nbsp;"자산매입&nbsp;규모&nbsp;축소&nbsp;전에&nbsp;충분히&nbsp;알릴&nbsp;것" <br />●&nbsp;美민주당,&nbsp;조지아&nbsp;결선투표서&nbsp;2석&nbsp;모두&nbsp;차지&hellip;상원까지&nbsp;장악 <br />●&nbsp;'블루웨이브'에&nbsp;스몰캡&nbsp;랠리&hellip;러셀2000&nbsp;4%&nbsp;이상&nbsp;급등&middot;다우도&nbsp;신고점 <br />●&nbsp;배런스&nbsp;"은행주,&nbsp;조지아&nbsp;선거의&nbsp;승자" <br />●&nbsp;에릭&nbsp;스투르자&nbsp;인베스트&nbsp;"상원&nbsp;결선투표에&nbsp;미&nbsp;국채&nbsp;반응&nbsp;과도" <br />●&nbsp;트럼프&nbsp;시위대,&nbsp;의회까지&nbsp;점거하며&nbsp;'무법천지'..대통령&nbsp;당선&nbsp;절차&nbsp;중단 <br />●&nbsp;美&nbsp;지난해&nbsp;유통현금&nbsp;증가&nbsp;2차대전&nbsp;후&nbsp;최대&hellip;회복&nbsp;사이클&nbsp;징후 <br />●&nbsp;NYSE,&nbsp;中&nbsp;3대&nbsp;통신사&nbsp;상장폐지할&nbsp;것&hellip;입장&nbsp;또&nbsp;번복 <br />●&nbsp;EIA&nbsp;원유재고&nbsp;801만&nbsp;배럴&nbsp;감소 <br />●&nbsp;누빈&nbsp;"美&nbsp;국채&nbsp;10년&nbsp;금리&nbsp;4분기에&nbsp;1.5%까지&nbsp;오를&nbsp;것" <br />●&nbsp;HSBC&nbsp;"백신&nbsp;보급&nbsp;진행되면&nbsp;유럽&nbsp;경제&nbsp;괜찮은&nbsp;반등&nbsp;나올&nbsp;것" <br />●&nbsp;HSBC&nbsp;"올해&nbsp;아시아&nbsp;그린본드&nbsp;발행&nbsp;증가할&nbsp;것" <br />●&nbsp;영국&nbsp;경쟁당국,&nbsp;엔비디아의&nbsp;ARM&nbsp;인수&nbsp;조사 <br />●&nbsp;골드만&nbsp;"ECB&nbsp;1월&nbsp;자산&nbsp;매입&nbsp;강화할&nbsp;것" <br />●&nbsp;유럽의약품청,&nbsp;모더나&nbsp;코로나19&nbsp;백신&nbsp;사용&nbsp;승인&nbsp;권고 <br />●&nbsp;독일&nbsp;12월&nbsp;CPI&nbsp;예비치&nbsp;전월비&nbsp;0.5%&uarr;&hellip;월가&nbsp;예상&nbsp;하회 <br />●&nbsp;유로존&nbsp;12월&nbsp;서비스업&nbsp;PMI&nbsp;46.4&hellip;예비치&nbsp;47.3 <br />●&nbsp;북극&nbsp;한파에&nbsp;전국&nbsp;'꽁꽁'&hellip;출근&nbsp;서두르세요 <br /><br />[기업/산업] <br />●&nbsp;이재용,&nbsp;삼성리서치&nbsp;찾아&nbsp;미래기술&nbsp;점검&hellip;"미래&nbsp;선점하자" <br />●&nbsp;삼성전자,&nbsp;LED&nbsp;소자크기&nbsp;40분의&nbsp;1로&nbsp;줄인&nbsp;'네오&nbsp;QLED&nbsp;TV'&nbsp;공개 <br />●&nbsp;SK이노,&nbsp;美&nbsp;배터리&nbsp;2공장&nbsp;증설에&nbsp;1조&nbsp;조달 <br />●&nbsp;기아차,&nbsp;새&nbsp;로고&middot;슬로건&nbsp;공개&hellip;미래&nbsp;모빌리티&nbsp;의지&nbsp;반영 <br />●&nbsp;현대&middot;기아차&nbsp;美서&nbsp;선방&hellip;GM&middot;도요타보다&nbsp;잘&nbsp;버텼다 <br />●&nbsp;현대차,&nbsp;브라질서&nbsp;점유율&nbsp;7위서&nbsp;4위로&nbsp;껑충 <br />●&nbsp;수입車&nbsp;작년&nbsp;판매&nbsp;사상&nbsp;최대 <br />●&nbsp;두산&nbsp;오너家,&nbsp;퓨얼셀&nbsp;지분&nbsp;처분 <br />●&nbsp;"주말&nbsp;月&nbsp;2회&nbsp;쉬어라"&nbsp;의무휴업&nbsp;추진에&hellip;스타필드&nbsp;'초비상' <br />●&nbsp;삼성&nbsp;비스포크&nbsp;가전,&nbsp;출하량&nbsp;100만대&nbsp;돌파 <br />●&nbsp;"삼성전자&nbsp;0.1주도&nbsp;살&nbsp;수&nbsp;있게&nbsp;해야"&hellip;카카오페이의&nbsp;포부 <br />●&nbsp;카카오페이,&nbsp;중금리대출로&nbsp;승부수&hellip;3500만&nbsp;고객&nbsp;공략 <br />●&nbsp;최악&nbsp;불황&nbsp;때&nbsp;'삼성'&nbsp;떼어낸&nbsp;회사&hellip;4년&nbsp;만에&nbsp;'반전&nbsp;스토리' <br />●&nbsp;SC제일은행&nbsp;'은행+증권'&nbsp;복합점포&nbsp;개설 <br />●&nbsp;카카오엔터프라이즈에&nbsp;산업은행&nbsp;1000억원&nbsp;투자 <br />●&nbsp;GS칼텍스,&nbsp;CES서&nbsp;'미래&nbsp;주유소'&nbsp;보여준다 <br />●&nbsp;삼성이&nbsp;지원한&nbsp;스타트업&nbsp;21곳&nbsp;CES&nbsp;누빈다 <br />●&nbsp;대한항공,&nbsp;아시아나&nbsp;인수&nbsp;'9부능선'&nbsp;넘었다 <br />●&nbsp;대한항공&nbsp;마일리지&nbsp;개편&nbsp;2년&nbsp;연기 <br />●&nbsp;"찐팬&nbsp;확보할&nbsp;新기술&nbsp;살펴라"&hellip;LGU+&nbsp;600명&nbsp;'역대급'&nbsp;참관 <br />●&nbsp;카카오&nbsp;'몸값&nbsp;1조원'&nbsp;자회사&nbsp;7개로&nbsp;늘었다 <br />●&nbsp;배달&nbsp;기사&nbsp;전용&nbsp;내비&nbsp;나온다 <br />●&nbsp;알뜰폰&nbsp;업계&nbsp;"SKT&nbsp;3만원대&nbsp;5G&nbsp;요금제&nbsp;우려" <br />●&nbsp;'디지털&nbsp;뉴딜'에&nbsp;올&nbsp;7.6조&nbsp;투자 <br />●&nbsp;네이버,&nbsp;디지털&nbsp;헬스에&nbsp;투자 <br />●&nbsp;중고차&nbsp;호황의&nbsp;역설&hellip;소비자&nbsp;불만&nbsp;'급증' <br />●&nbsp;코로나&nbsp;특수&nbsp;누렸는데&hellip;'찬밥&nbsp;신세'&nbsp;전락한&nbsp;가전제품 <br />●&nbsp;韓부탄가스,&nbsp;글로벌&nbsp;점유율&nbsp;90%&hellip;K푸드&nbsp;열풍에&nbsp;수요&nbsp;급증 <br />●&nbsp;확&nbsp;바뀐&nbsp;농기계업계&hellip;자율주행&middot;수출&nbsp;'주력' <br />●&nbsp;코로나&nbsp;여파&hellip;'BTS&nbsp;수상&nbsp;관심'&nbsp;그래미&nbsp;시상식&nbsp;3월로&nbsp;연기 <br />●&nbsp;엑스레이&nbsp;촬영&nbsp;참&nbsp;쉽네&hellip;카메라&nbsp;찍듯&nbsp;'찰칵' <br />●&nbsp;SK바이오,&nbsp;GSK백신&nbsp;국내&nbsp;유통 <br />●&nbsp;이효근&nbsp;SD바이오센서&nbsp;대표&nbsp;"15분&nbsp;내&nbsp;코로나&nbsp;진단&nbsp;장비로&nbsp;美시장&nbsp;공략" <br />●&nbsp;압타바이오,&nbsp;'먹는&nbsp;코로나치료제'&nbsp;美&nbsp;임상&nbsp;신청 <br />●&nbsp;자이글,&nbsp;헬스케어&nbsp;시장&nbsp;진출&hellip;산소발생기&nbsp;등&nbsp;생산&nbsp;GMP&nbsp;획득 <br />●&nbsp;KCC,&nbsp;美&nbsp;자회사&nbsp;모멘티브에&nbsp;실리콘사업&nbsp;모두&nbsp;매각 <br />●&nbsp;반도체&middot;BBIG&nbsp;'韓&nbsp;기업의&nbsp;진화'&hellip;'황금&nbsp;포트폴리오'가&nbsp;증시&nbsp;이끈다 <br />●&nbsp;車배터리에&nbsp;유가까지&hellip;SK이노,&nbsp;두달새&nbsp;82%&nbsp;급등 <br />●&nbsp;자회사&nbsp;SK이노베이션&nbsp;따라&hellip;SK도&nbsp;급등 <br />●&nbsp;美&nbsp;인플레&middot;실적&nbsp;불확실성&hellip;"조정장&nbsp;대비",&nbsp;커지는&nbsp;경계론 <br />●&nbsp;상장사&nbsp;60%&nbsp;정보없고&nbsp;허위공시&nbsp;피해&nbsp;여전 <br />●&nbsp;증권株도&nbsp;떴다&hellip;한화&middot;KTB&nbsp;두자릿수&nbsp;급등 <br />●&nbsp;SK루브리컨츠&nbsp;지분&nbsp;인수전에&nbsp;한투파트너스도&nbsp;'깜짝&nbsp;등판' <br />●&nbsp;개미&nbsp;사들인&nbsp;상위&nbsp;10종목&nbsp;중&nbsp;3종목,&nbsp;BoA가&nbsp;'찜' <br />●&nbsp;미래에셋&nbsp;'K뉴딜&nbsp;ETF'&nbsp;순자산&nbsp;8천억&nbsp;돌파 <br />●&nbsp;솔루스첨단소재,&nbsp;두산一家&nbsp;손털고,&nbsp;진대제&middot;스카이레이크가&nbsp;더&nbsp;샀다 <br />●&nbsp;삼양식품,&nbsp;中&nbsp;넘어&nbsp;세계로&hellip;"제2의&nbsp;불닭&nbsp;신화&nbsp;쓰겠다" <br />●&nbsp;존&nbsp;리&nbsp;"주식&nbsp;도박&nbsp;취급했던&nbsp;한국,&nbsp;이젠&nbsp;TV예능에서도&nbsp;권한다" <br />●&nbsp;삼성전자&middot;현대차&nbsp;외국인&nbsp;보유율,&nbsp;아직&nbsp;코로나&nbsp;전&nbsp;수준&nbsp;회복&nbsp;못해 <br />●&nbsp;하루&nbsp;17%&nbsp;뛴&nbsp;대한유화&hellip;"PER&nbsp;7배&nbsp;저평가" <br />●&nbsp;테슬라&nbsp;팔라던&nbsp;모건스탠리,&nbsp;810弗&nbsp;월가&nbsp;최고&nbsp;목표가&nbsp;제시 <br />●&nbsp;"D램&nbsp;호황&nbsp;온다"&hellip;마이크론&nbsp;목표가&nbsp;100弗&nbsp;등장 <br />●&nbsp;현대캐피탈아메리카&nbsp;글로벌본드에&nbsp;90억弗&nbsp;몰렸다 <br />●&nbsp;씨앤투스성진&middot;씨이랩,&nbsp;공모주&nbsp;균등배정&nbsp;방식&nbsp;첫&nbsp;청약 <br />●&nbsp;JW바이오,&nbsp;유상증자&nbsp;성공&hellip;IPO&nbsp;'청신호' <br />●&nbsp;1000억대&nbsp;속속&nbsp;등장&hellip;'대형&nbsp;벤처펀드'&nbsp;대세 <br />●&nbsp;"독과점이&nbsp;대형M&amp;A&nbsp;최대&nbsp;변수" <br /><br />[경제/증시/부동산] <br />●&nbsp;코스피&nbsp;3000&nbsp;터치&hellip;K프리미엄&nbsp;시대 <br />●&nbsp;1457&rarr;3027&hellip;동학개미가&nbsp;쓴&nbsp;'293일&nbsp;드라마' <br />●&nbsp;코스피&nbsp;1000&nbsp;돌파&nbsp;주역은&nbsp;건설&middot;금융&middot;상사&hellip;2000&nbsp;시대&nbsp;연&nbsp;건&nbsp;中&nbsp;관련주 <br />●&nbsp;3000&nbsp;오를&nbsp;때까지&nbsp;줄기차게&nbsp;내다&nbsp;판&nbsp;운용사들 <br />●&nbsp;"황소장서&nbsp;나만&nbsp;소외될라"&hellip;키움證&nbsp;하루&nbsp;신설계좌만&nbsp;4만개 <br />●&nbsp;"실적장세로&nbsp;빠르게&nbsp;전환&hellip;고점이후&nbsp;조정&nbsp;오더라도&nbsp;짧을것" <br />●&nbsp;MSCI선진지수&nbsp;가입땐&nbsp;60조&nbsp;추가유입&hellip;'코스피3000&nbsp;안착'&nbsp;관문 <br />●&nbsp;코스피&nbsp;27%&nbsp;차지한&nbsp;'삼성전자&nbsp;쏠림'&nbsp;벗어날때 <br />●&nbsp;작년&nbsp;외환보유액&nbsp;342억弗&uarr;&hellip;11년&nbsp;만에&nbsp;증가폭&nbsp;최대 <br />●&nbsp;코로나에&nbsp;늘어난&nbsp;'집밥족'&hellip;엥겔지수&nbsp;20년&nbsp;만에&nbsp;최고 <br />●&nbsp;'과도한&nbsp;상속세&nbsp;50%'&nbsp;손본다 <br />●&nbsp;내년부터&nbsp;비트코인에&nbsp;최고&nbsp;50%&nbsp;상속세&hellip;양도세도&nbsp;20%&nbsp;물린다 <br />●&nbsp;세무조사&nbsp;대상기간&nbsp;명확하게&hellip;국세청,&nbsp;사전통지&nbsp;의무&nbsp;강화 <br />●&nbsp;간이과세자&nbsp;부가가치율,&nbsp;8년만에&nbsp;인상&hellip;15~40%로 <br /><br />[정치/사회/국내&nbsp;기타] <br />●&nbsp;서울&middot;부산시장&nbsp;본경선&nbsp;'100%&nbsp;여론조사'&hellip;국민의힘,&nbsp;안철수에&nbsp;'러브콜' <br />●&nbsp;박영선&nbsp;"서울시장&nbsp;출마&nbsp;가능성&nbsp;열어놔" <br />●&nbsp;헬스장&middot;합기도는&nbsp;안되고&nbsp;태권도&middot;검도는&nbsp;되고&hellip;뒤죽박죽&nbsp;방역수칙 <br />●&nbsp;햄버거&nbsp;하나&nbsp;시켜&nbsp;온종일&hellip;북적거리는&nbsp;패스트푸드점 <br />●&nbsp;지원금&nbsp;받았던&nbsp;특고,&nbsp;직접신청땐&nbsp;11일부터&nbsp;지급 <br />●&nbsp;"동부구치소&nbsp;집단감염&nbsp;책임"&hellip;국민의힘,&nbsp;추미애&nbsp;검찰&nbsp;고발 <br />●&nbsp;안전책임&nbsp;입증할&nbsp;때만&nbsp;중대재해&nbsp;경영자&nbsp;처벌 <br />●&nbsp;김정은&nbsp;"경제목표&nbsp;엄청나게&nbsp;미달"&hellip;최악&nbsp;경제난&nbsp;'자인' <br />●&nbsp;이란&nbsp;"韓&nbsp;외교방문&nbsp;필요없다"&hellip;선박나포&nbsp;해법&nbsp;'표류' <br />●&nbsp;文대통령,&nbsp;7일&nbsp;영상&nbsp;신년인사회 <br />●&nbsp;'文복심'&nbsp;양정철,&nbsp;미국행&nbsp;준비 <br />●&nbsp;전기차&nbsp;충전&nbsp;주차&nbsp;12시간&nbsp;넘으면&nbsp;과태료 <br />●&nbsp;'공룡&nbsp;지자체'&nbsp;올해&nbsp;출연기관&nbsp;20개&nbsp;더&nbsp;늘린다 <br />●&nbsp;1.6조&nbsp;서울&nbsp;재산세&nbsp;'분배&nbsp;갈등'&hellip;송파&middot;중구도&nbsp;여당안에&nbsp;반대 <br />●&nbsp;경찰,&nbsp;KT&amp;G&nbsp;삼성동&nbsp;본사&nbsp;압수수색</p> 【경제뉴스】 일일이슈 개미날다 개미날다TV 경제뉴스 경제시황 경제신문 경제이슈 오늘경제 오늘의경제 오늘의이슈 증시상황 개미날다TV https://antflying.tistory.com/231 https://antflying.tistory.com/231#entry231comment Thu, 7 Jan 2021 21:38:31 +0900 https://antflying.tistory.com/230 <p data-ke-size="size18">증시&nbsp;마감&nbsp;시황&nbsp;(2021.01.07,목)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="KakaoTalk_20210107_195054336.jpg" data-origin-width="1242" data-origin-height="997" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/bt7Ftx/btqSPG3AUSZ/KaLjwngNWSBFNvtyjLysUk/img.jpg" data-phocus="https://blog.kakaocdn.net/dn/bt7Ftx/btqSPG3AUSZ/KaLjwngNWSBFNvtyjLysUk/img.jpg" data-alt="마감시황"><img src="https://blog.kakaocdn.net/dn/bt7Ftx/btqSPG3AUSZ/KaLjwngNWSBFNvtyjLysUk/img.jpg" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2Fbt7Ftx%2FbtqSPG3AUSZ%2FKaLjwngNWSBFNvtyjLysUk%2Fimg.jpg" data-filename="KakaoTalk_20210107_195054336.jpg" data-origin-width="1242" data-origin-height="997" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>마감시황</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[코스피] <br />1/7&nbsp;KOSPI&nbsp;3,031.68(+2.14%)&nbsp;외국인/기관&nbsp;동반&nbsp;순매수(+),&nbsp;美&nbsp;블루웨이브&nbsp;현실화(+),&nbsp;종가&nbsp;기준&nbsp;사상&nbsp;첫&nbsp;3,000선&nbsp;돌파 <br /><br />밤사이&nbsp;뉴욕증시가&nbsp;블루웨이브&nbsp;임박&nbsp;속&nbsp;혼조세를&nbsp;나타냈고,&nbsp;유럽&nbsp;주요국&nbsp;증시는&nbsp;일제히&nbsp;상승.&nbsp;이날&nbsp;코스피지수는&nbsp;2,980.75(+12.54P,&nbsp;+0.42%)로&nbsp;상승&nbsp;출발.&nbsp;3,031.68(+63.47P,&nbsp;+2.14%)로&nbsp;장을&nbsp;마감.&nbsp;전일&nbsp;장중&nbsp;3,000선&nbsp;돌파&nbsp;후&nbsp;차익&nbsp;실현&nbsp;매물&nbsp;등에&nbsp;3,000선&nbsp;아래에서&nbsp;거래를&nbsp;마감했던&nbsp;코스피지수는&nbsp;이날&nbsp;종가&nbsp;기준으로도&nbsp;사상&nbsp;첫&nbsp;3,000선을&nbsp;돌파함.&nbsp; <br /><br />연일&nbsp;매수세를&nbsp;이어갔던&nbsp;개인이&nbsp;이날&nbsp;1.1조원&nbsp;넘게&nbsp;순매도했지만,&nbsp;외국인과&nbsp;기관이&nbsp;동반&nbsp;순매수하면서&nbsp;지수&nbsp;상승을&nbsp;이끌었음.&nbsp;특히,&nbsp;금융투자를&nbsp;중심으로&nbsp;한&nbsp;기관이&nbsp;1조원&nbsp;넘게&nbsp;순매수.&nbsp; <br /><br />개장&nbsp;전&nbsp;美&nbsp;상원&nbsp;다수당을&nbsp;결정하는&nbsp;조지아주&nbsp;결선투표&nbsp;결과&nbsp;민주당이&nbsp;2석&nbsp;모두&nbsp;승리했다는&nbsp;소식이&nbsp;전해진&nbsp;점이&nbsp;증시에&nbsp;긍정적으로&nbsp;작용.&nbsp;특히,&nbsp;민주당이&nbsp;백악관과&nbsp;상/하원을&nbsp;장악하는&nbsp;이른바&nbsp;'블루웨이브(Blue&nbsp;Wave)&rsquo;가&nbsp;현실화되면서&nbsp;바이든&nbsp;정부의&nbsp;추가&nbsp;경기&nbsp;부양책이&nbsp;빠르게&nbsp;나올&nbsp;것이란&nbsp;기대감이&nbsp;커지는&nbsp;모습.&nbsp; <br /><br />중국,&nbsp;일본,&nbsp;대만&nbsp;등&nbsp;주요&nbsp;아시아증시도&nbsp;상승.&nbsp; <br /><br />수급별로는&nbsp;외국인과&nbsp;기관이&nbsp;각각&nbsp;1,092억,&nbsp;1조247억&nbsp;순매수,&nbsp;개인은&nbsp;1조1,729억&nbsp;순매도.&nbsp;선물시장에서는&nbsp;반대로&nbsp;개인이&nbsp;6,029계약&nbsp;순매수,&nbsp;외국인과&nbsp;기관은&nbsp;각각&nbsp;3,621계약,&nbsp;2,211계약&nbsp;순매도. <br /><br />이날&nbsp;원/달러&nbsp;환율은&nbsp;전거래일&nbsp;대비&nbsp;1.7원&nbsp;상승한&nbsp;1,087.3원을&nbsp;기록. <br /><br />코스피&nbsp;시총상위종목들은&nbsp;대부분&nbsp;종목이&nbsp;상승.&nbsp;LG전자(+9.09%),&nbsp;SK(+8.42%),&nbsp;LG화학(+8.09%)등이&nbsp;상승.&nbsp;반면,&nbsp;엔씨소프트(-0.63%),&nbsp;NAVER(-0.17%)&nbsp;등은&nbsp;하락.&nbsp; <br /><br />업종별로도&nbsp;대부분&nbsp;업종이&nbsp;상승.&nbsp;전기가스업(-0.13%)만&nbsp;소폭&nbsp;하락했을&nbsp;뿐,&nbsp;통신업(+5.67%),&nbsp;보험(+5.14%),&nbsp;금융업(+4.39%)&nbsp;등이&nbsp;큰&nbsp;폭&nbsp;상승.&nbsp; <br /><br />마감&nbsp;지수&nbsp;:&nbsp;KOSPI&nbsp;3,031.68P(+63.47P/+2.14%) <br /><br /></p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><br />[코스닥] <br />1/7&nbsp;KOSDAQ&nbsp;988.86(+0.76%)&nbsp;개인&nbsp;순매수(+),&nbsp;美&nbsp;블루웨이브&nbsp;현실화(+)&nbsp; <br /><br />밤사이&nbsp;뉴욕증시가&nbsp;블루웨이브&nbsp;임박&nbsp;속&nbsp;혼조&nbsp;마감한&nbsp;가운데,&nbsp;이날&nbsp;코스닥지수는&nbsp;983.28(+1.89P,&nbsp;+0.19%)로&nbsp;강보합&nbsp;출발.&nbsp;988.86(+7.47P,&nbsp;+0.76%)으로&nbsp;장을&nbsp;마감.&nbsp; <br /><br />민주당이&nbsp;백악관과&nbsp;상/하원을&nbsp;장악하는&nbsp;이른바&nbsp;'블루웨이브(Blue&nbsp;Wave)&rsquo;가&nbsp;현실화되면서&nbsp;바이든&nbsp;정부의&nbsp;추가&nbsp;경기&nbsp;부양책&nbsp;기대감이&nbsp;증시에&nbsp;긍정적으로&nbsp;작용.&nbsp;개인은&nbsp;6거래일&nbsp;연속&nbsp;순매수하며&nbsp;지수&nbsp;상승을&nbsp;이끌었음.&nbsp; <br /><br />수급별로는&nbsp;개인과&nbsp;외국인이&nbsp;각각&nbsp;2,228억,&nbsp;17억&nbsp;순매수,&nbsp;기관은&nbsp;1,997억&nbsp;순매도. <br /><br />코스닥&nbsp;시총상위종목들은&nbsp;대부분&nbsp;종목이&nbsp;상승.&nbsp;휴젤(+3.94%),&nbsp;리노공업(+3.18%),&nbsp;셀트리온헬스케어(+2.93%)등이&nbsp;상승.&nbsp;반면,&nbsp;메드팩토(-4.95%),&nbsp;제넥신(-0.99%),&nbsp;컴투스(-0.81%)&nbsp;등은&nbsp;하락. <br /><br />업종별로도&nbsp;대부분&nbsp;업종이&nbsp;상승.&nbsp;음식료/담배(+3.41%),&nbsp;종이/목재(+2.90%),&nbsp;유통(+2.10%)&nbsp;업종의&nbsp;강세가&nbsp;두드러짐.&nbsp;반면,&nbsp;제약(-0.82%),&nbsp;기타서비스(-0.37%),&nbsp;통신서비스(-0.06%)&nbsp;등&nbsp;일부&nbsp;업종만&nbsp;하락.&nbsp; <br /><br />마감&nbsp;지수&nbsp;:&nbsp;KOSDAQ&nbsp;988.86P(+7.47P/+0.76%) </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><br />●&nbsp;국내증시,&nbsp;1/7&nbsp;코스피&nbsp;美&nbsp;블루웨이브&nbsp;현실화&nbsp;속&nbsp;외국인/기관&nbsp;순매수&nbsp;등에&nbsp;2%&nbsp;넘게&nbsp;급등,&nbsp;종가&nbsp;기준&nbsp;사상&nbsp;첫&nbsp;3,000선&nbsp;돌파,&nbsp;코스닥&nbsp;개인&nbsp;순매수&nbsp;등에&nbsp;상승&hellip;&nbsp;코스피&nbsp;+63.47(+2.14%)&nbsp;3,031.68,&nbsp;코스닥&nbsp;+7.47(+0.76%)&nbsp;988.86 <br />●&nbsp;원/달러&nbsp;환율,&nbsp;달러화&nbsp;역송금&nbsp;수요&nbsp;등에&nbsp;소폭&nbsp;상승...&nbsp;+1.7원(+0.16%)&nbsp;1,087.3원 <br />●&nbsp;아시아&nbsp;증시,&nbsp;중국(+0.71%),&nbsp;일본(+1.60%),&nbsp;홍콩(-0.52%),&nbsp;대만(+1.54%) <br />●&nbsp;모건스탠리&nbsp;"블루웨이브,&nbsp;반영&nbsp;안&nbsp;돼&hellip;금리&nbsp;상승&middot;달러&nbsp;약세" <br />●&nbsp;일부&nbsp;전문가들&nbsp;"美&nbsp;10년물&nbsp;금리&nbsp;추가&nbsp;급등&nbsp;어려워" <br />●&nbsp;미&nbsp;민주당&nbsp;'3관왕'&hellip;대선&nbsp;이어&nbsp;10년만&nbsp;상하원&nbsp;동시장악 <br />●&nbsp;"당장&nbsp;끌어내려라"&nbsp;美민주&nbsp;탄핵론&hellip;수정헌법25조&nbsp;발동&nbsp;펜스&nbsp;압박 <br />●&nbsp;의회&nbsp;난입에&nbsp;놀란&nbsp;공화당&nbsp;선긋기&hellip;"미쳤다.&nbsp;쿠데타.&nbsp;테러범들" <br />●&nbsp;中&nbsp;전자담배&nbsp;RLX,&nbsp;NYSE&nbsp;1억弗&nbsp;상장&nbsp;비공개&nbsp;신청 <br /><br />[기업/산업] <br />●&nbsp;SK,&nbsp;美&nbsp;수소에너지&nbsp;기업&nbsp;1조6천억원에&nbsp;인수&hellip;수소사업&nbsp;본격화 <br />●&nbsp;산업부,&nbsp;수소경제위&nbsp;실무추진단&nbsp;꾸린다&hellip;'수소국'&nbsp;신설&nbsp;무게 <br />●&nbsp;'슈퍼사이클'&nbsp;맞은&nbsp;반도체,&nbsp;'서버&middot;5G'&nbsp;날개&nbsp;달았다 <br />●&nbsp;포트폴리오&nbsp;조정&nbsp;나선&nbsp;국민연금&hellip;현대차&nbsp;줄이고&nbsp;대우건설&nbsp;늘렸다 <br />●&nbsp;넥슨&nbsp;김정주,&nbsp;가상화폐거래소&nbsp;'빗썸'&nbsp;인수나서&hellip;5000억&nbsp;안팎 <br />●&nbsp;서울바이오시스,&nbsp;신종&nbsp;코로나&nbsp;바이러스&nbsp;1초&nbsp;만에&nbsp;99%&nbsp;살균 <br /><br />[경제/증시/부동산] <br />●&nbsp;지난해&nbsp;국내&nbsp;ETF&nbsp;일평균&nbsp;거래대금&nbsp;3조8433억원&middot;&middot;&middot;전년比&nbsp;188.3%&uarr; <br />●&nbsp;작년&nbsp;3분기&nbsp;증권사&nbsp;예탁금&nbsp;16%&uarr;&hellip;은행&nbsp;예금&nbsp;증가율은&nbsp;1%대 <br />●&nbsp;작년&nbsp;서울&nbsp;아파트값,&nbsp;민간&nbsp;통계&nbsp;20%&nbsp;오를&nbsp;때&nbsp;정부&nbsp;2%&nbsp;상승 <br />●&nbsp;전국&nbsp;주택사업&nbsp;경기&nbsp;전망치&nbsp;&uarr;&hellip;"민간택지&nbsp;수주&nbsp;기대감" <br /><br />[정치/사회/국내&nbsp;기타] <br />●&nbsp;4차&nbsp;재난지원금&nbsp;전국민&nbsp;지급에&nbsp;공감&nbsp;68%&middot;비공감&nbsp;30% <br />●&nbsp;안철수측&nbsp;"어제&nbsp;김종인과&nbsp;독대"&hellip;단일화&nbsp;논의&nbsp;속도내나 <br />●&nbsp;민주당,&nbsp;50%-50%&nbsp;경선룰&nbsp;확정&hellip;"설&nbsp;이후&nbsp;본격&nbsp;경선" <br />●&nbsp;국내&nbsp;전문가들,&nbsp;중환자에&nbsp;렘데시비르-덱사메타손&nbsp;투여&nbsp;적극&nbsp;권고 <br />●&nbsp;통일부,&nbsp;北&nbsp;김여정&nbsp;지위&nbsp;격상에&nbsp;"조직&middot;인물&nbsp;동향&nbsp;주목" <br /><br />[국제/해외] <br />●&nbsp;트럼프,&nbsp;펜스에&nbsp;"용기없다"&nbsp;분노&hellip;1&middot;2인자&nbsp;막다른&nbsp;골목서&nbsp;결별 <br />●&nbsp;NYSE&nbsp;中&nbsp;3대&nbsp;통신사&nbsp;상폐&nbsp;재번복&nbsp;이유&hellip;"자회사&nbsp;ADR" <br />●&nbsp;"탯줄&nbsp;줄기세포로&nbsp;코로나19&nbsp;중환자&nbsp;치료&nbsp;가능" <br />●&nbsp;중국군&nbsp;중&middot;단거리&nbsp;미사일&nbsp;10여&nbsp;종&nbsp;공개&hellip;"대만&nbsp;겨냥" <br />●&nbsp;올해&nbsp;소프트뱅크&nbsp;투자&nbsp;대박?&nbsp;"쿠팡&nbsp;등&nbsp;최소&nbsp;6개사&nbsp;IPO&nbsp;준비" <br />●&nbsp;영국&nbsp;반독점&nbsp;당국&nbsp;"엔비디아&nbsp;ARM&nbsp;인수&nbsp;조사할&nbsp;계획"</p> 【국내주식】국내장 마감 시황 현황 개미날다 개미날다TV 마감브리핑 마감시황 주식교육 주식기초 주식매매 주식정보 증시마감 증시시황 개미날다TV https://antflying.tistory.com/230 https://antflying.tistory.com/230#entry230comment Thu, 7 Jan 2021 21:35:30 +0900 https://antflying.tistory.com/229 <p data-ke-size="size18">증권사&nbsp;관심주&nbsp;【2021.01.07,목】</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210107_202442.png" data-origin-width="949" data-origin-height="685" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/euUGhY/btqSQ4XuUku/knIRvQ7JSOYNaqtssxjhIk/img.png" data-phocus="https://blog.kakaocdn.net/dn/euUGhY/btqSQ4XuUku/knIRvQ7JSOYNaqtssxjhIk/img.png" data-alt="증권사추천주"><img src="https://blog.kakaocdn.net/dn/euUGhY/btqSQ4XuUku/knIRvQ7JSOYNaqtssxjhIk/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FeuUGhY%2FbtqSQ4XuUku%2FknIRvQ7JSOYNaqtssxjhIk%2Fimg.png" data-filename="20210107_202442.png" data-origin-width="949" data-origin-height="685" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>증권사추천주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>▶️&nbsp;종목별&nbsp;증권사&nbsp;주요&nbsp;의견&nbsp;(1월&nbsp;7일) <br /><br /><br />●SK하이닉스 <br />1Q21&nbsp;DRAM&nbsp;가격&nbsp;상승 <br />기존&nbsp;예상보다&nbsp;빨라지는&nbsp;DRAM&nbsp;수급&nbsp;개선 <br />증가하는&nbsp;수요&nbsp;대비&nbsp;Capa&nbsp;투자는&nbsp;보수적 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;17만원&nbsp;/&nbsp;NH증권&nbsp;도현우 <br /><br />●삼성SDI <br />거침없이&nbsp;달린다 <br />4분기&nbsp;실적에&nbsp;계절성은&nbsp;없다 <br />2021년&nbsp;실적&nbsp;눈높이&nbsp;상향 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;86만원&nbsp;/&nbsp;한화증권&nbsp;이순학 <br /><br />●SK이노베이션 <br />이제는&nbsp;배터리가&nbsp;기업&nbsp;가치다 <br />배터리&nbsp;사업&nbsp;가치&nbsp;상승을&nbsp;반영해야&nbsp;할&nbsp;시점 <br />자산유동화로&nbsp;배터리&nbsp;사업&nbsp;성장&nbsp;동력&nbsp;확보 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;33만원&nbsp;/&nbsp;NH증권&nbsp;황유식 <br /><br />●실리콘웍스 <br />디스플레이&nbsp;업황&nbsp;호조에&nbsp;올라타자 <br />애플&nbsp;아이폰12&nbsp;판매&nbsp;호조와&nbsp;아이폰13&nbsp;기대감 <br />21년&nbsp;상반기&nbsp;LCD&nbsp;TV&nbsp;패널&nbsp;가격&nbsp;강세&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;83,000원&nbsp;/&nbsp;신한금투&nbsp;소현철 <br /><br />●코아시아 <br />문이&nbsp;살짝&nbsp;열렸을&nbsp;때 <br />주력&nbsp;사업&nbsp;중에&nbsp;시스템&nbsp;반도체&nbsp;사업에&nbsp;점점&nbsp;집중 <br />삼성전자&nbsp;파운드리&nbsp;및&nbsp;Arm&nbsp;에코시스템에서&nbsp;위상&nbsp;강화 <br />NR&nbsp;/&nbsp;하나금투&nbsp;김경민 <br /><br />●RFHIC <br />이제&nbsp;코앞으로&nbsp;다가온&nbsp;GaN&nbsp;시대 <br />투자의견&nbsp;및&nbsp;목표주가 <br />2020&nbsp;년&nbsp;및&nbsp;2021&nbsp;년&nbsp;예상&nbsp;실적 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;56,000원&nbsp;/&nbsp;리딩증권&nbsp;오승택 <br /><br />●삼성전기 <br />4Q20&nbsp;Preview:&nbsp;영업이익&nbsp;2,570억원으로&nbsp;컨센서스&nbsp;부합 <br />새로운&nbsp;이정표 <br />MLCC,&nbsp;패키지기판&nbsp;모두&nbsp;견조.&nbsp;모듈도&nbsp;모멘텀&nbsp;발생 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;24만원&nbsp;/&nbsp;하나금투&nbsp;김록호 <br /><br />●SK건설 <br />영업환경&nbsp;개선&nbsp;및&nbsp;그룹&nbsp;ESG&nbsp;경영의&nbsp;핵심&nbsp;역할&nbsp;기대 <br />도급순위&nbsp;10위의&nbsp;종합건설업체 <br />양호한&nbsp;업황:&nbsp;주택분양&nbsp;실적&nbsp;호조,&nbsp;그룹&nbsp;공사&nbsp;물량도&nbsp;증가&nbsp;기대 <br />NR&nbsp;/&nbsp;IBK증권&nbsp;이민희 <br /><br />●카카오 <br />본업&nbsp;성장&nbsp;지속,&nbsp;자회사&nbsp;영업&nbsp;레버리지&nbsp;효과&nbsp;발생 <br />명확한&nbsp;방향성,&nbsp;이를&nbsp;뒷받침할&nbsp;실적 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;53만원&nbsp;/&nbsp;대신증권&nbsp;이민아 <br /><br />●휴젤 <br />4분기,&nbsp;중국향&nbsp;초도물량&nbsp;발생하며&nbsp;컨센서스&nbsp;부합&nbsp;예상 <br />2021년에는&nbsp;중국을&nbsp;주름잡다 <br />2021년&nbsp;영업이익&nbsp;전년&nbsp;대비&nbsp;40%&nbsp;이상&nbsp;증가할&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;26만원&nbsp;/&nbsp;한투증권&nbsp;진홍국 <br /><br />●풍산 <br />판매량이&nbsp;돌아서기&nbsp;시작한다면 <br />4Q20(E):&nbsp;신동&nbsp;부문과&nbsp;방산&nbsp;부문&nbsp;모두&nbsp;개선&nbsp;예상 <br />판매량이&nbsp;뒷받침&nbsp;될&nbsp;수&nbsp;있는&nbsp;2021년을&nbsp;기대해본다 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;39,000원&nbsp;/&nbsp;유안타&nbsp;이현수 <br /><br />●현대제철 <br />21년&nbsp;실적기대치&nbsp;상향 <br />4Q&nbsp;영업이익은&nbsp;예상치&nbsp;부합전망 <br />4년만에&nbsp;그룹사향&nbsp;차강판가격&nbsp;인상&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;55,000원&nbsp;/&nbsp;키움증권&nbsp;이종형 <br /><br />●씨에스베어링 <br />기다리던&nbsp;Blue&nbsp;Wave&nbsp;현실화 <br />4Q20&nbsp;매출액&nbsp;+25.6%,&nbsp;영업이익&nbsp;+90.7%&nbsp;(YoY)&nbsp;전망 <br />Blue&nbsp;Wave로&nbsp;신재생&nbsp;에너지에&nbsp;우호적인&nbsp;환경&nbsp;조성&nbsp;기대 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;45,000원&nbsp;/&nbsp;신한금투&nbsp;조민서 <br /><br />●대한유화 <br />업황,&nbsp;실적,&nbsp;성장성의&nbsp;삼박자 <br />목표주가&nbsp;340,000원,&nbsp;투자의견&nbsp;&lsquo;매수&rsquo;로&nbsp;커버리지&nbsp;개시 <br />업황&nbsp;회복&nbsp;속&nbsp;돋보일&nbsp;분리막용&nbsp;PE&nbsp;성장성 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;34만원&nbsp;/&nbsp;신한금투&nbsp;이진명 <br /><br />●고바이오랩 <br />마이크로바이옴&nbsp;치료제&nbsp;선두&nbsp;업체 <br />국내&nbsp;상장사&nbsp;중&nbsp;마이크로바이옴&nbsp;치료제&nbsp;개발&nbsp;단계가&nbsp;가장&nbsp;앞서&nbsp;있음 <br />건선&nbsp;치료제&nbsp;KBL697는&nbsp;글로벌&nbsp;임상&nbsp;2상&nbsp;미국&nbsp;FDA&nbsp;IND&nbsp;승인을&nbsp;받은&nbsp;상황 <br />NR&nbsp;/&nbsp;SK증권&nbsp;이소중 <br /><br />●CJ&nbsp;ENM <br />완연한&nbsp;수익성&nbsp;회복&nbsp;기조 <br />펀더멘털의&nbsp;근간을&nbsp;이루고&nbsp;있는&nbsp;미디어와&nbsp;커머스&nbsp;양&nbsp;부문의&nbsp;수익성은&nbsp;날로&nbsp;강화되는&nbsp;모습 <br />엔씨소프트와&nbsp;컨텐츠&nbsp;및&nbsp;디지털&nbsp;플랫폼&nbsp;관련&nbsp;MOU&nbsp;체결 <br />게임,&nbsp;IT기술,&nbsp;컨텐츠가&nbsp;총망라된&nbsp;전&nbsp;방위적&nbsp;시너지&nbsp;효과&nbsp;발현을&nbsp;위한&nbsp;것으로&nbsp;평가 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;20만원&nbsp;/&nbsp;현대차증권&nbsp;황성진 <br /><br />●삼화콘덴서 <br />구조적&nbsp;호황의&nbsp;MLCC에&nbsp;전장까지&nbsp;더하다 <br />MLCC&nbsp;전사&nbsp;실적&nbsp;견인,&nbsp;구조적&nbsp;호황 <br />주요&nbsp;고객사가&nbsp;LG&nbsp;전자임을&nbsp;기억하자 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;88,000원&nbsp;/&nbsp;SK증권&nbsp;이동주 <br /><br />●하림지주 <br />사업과&nbsp;계열&nbsp;구도를&nbsp;변화 <br />저평가를&nbsp;해소할&nbsp;모멘텀&nbsp;대기중 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;12,000원&nbsp;/&nbsp;IBK증권&nbsp;김장원 <br /><br />●KCC <br />KCC,&nbsp;실리콘&nbsp;지배구조&nbsp;재편&nbsp;계획&nbsp;발표 <br />실리콘&nbsp;사업의&nbsp;시너지&nbsp;효과는&nbsp;긍정적,&nbsp;관련&nbsp;실적&nbsp;개선&nbsp;여부가&nbsp;관건 <br />NR&nbsp;/&nbsp;유안타&nbsp;김기룡 <br /><br />●롯데관광개발 <br />지금이&nbsp;가장&nbsp;싼&nbsp;이유 <br />제주&nbsp;드림타워&nbsp;개장과&nbsp;함께&nbsp;호텔,&nbsp;카지노&nbsp;등&nbsp;종합&nbsp;레저&nbsp;기업으로의&nbsp;진화 <br />도내&nbsp;가장&nbsp;높은&nbsp;건물&nbsp;제주&nbsp;드림타워(169m),&nbsp;상징적인&nbsp;랜드마크로&nbsp;자리매김&nbsp;할&nbsp;것 <br />NR&nbsp;/&nbsp;SK증권&nbsp;나승두</p> 【증권사의견】종목별 의견 KCC RFHIC SK건설 고바이오랩 롯데관광개발 삼화콘덴서 실리콘웍스 풍산 하림지주 휴젤 개미날다TV https://antflying.tistory.com/229 https://antflying.tistory.com/229#entry229comment Thu, 7 Jan 2021 21:32:23 +0900 https://antflying.tistory.com/228 <p data-ke-size="size18">장중&nbsp;특징주&nbsp;(2021.01.07,목)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210107_202411.png" data-origin-width="856" data-origin-height="687" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/xixPn/btqSXjMNM5u/xKR6mecOZLoIPTuM43Q4T0/img.png" data-phocus="https://blog.kakaocdn.net/dn/xixPn/btqSXjMNM5u/xKR6mecOZLoIPTuM43Q4T0/img.png" data-alt="특징주"><img src="https://blog.kakaocdn.net/dn/xixPn/btqSXjMNM5u/xKR6mecOZLoIPTuM43Q4T0/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FxixPn%2FbtqSXjMNM5u%2FxKR6mecOZLoIPTuM43Q4T0%2Fimg.png" data-filename="20210107_202411.png" data-origin-width="856" data-origin-height="687" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>특징주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[2021년&nbsp;1월7일&nbsp;장중특징주] <br /><br />■&nbsp;한화솔루션,&nbsp;OCI,&nbsp;대성파인텍,&nbsp;신성이엔지,&nbsp;그린케미칼,&nbsp;씨에스베어링 <br />美민주당&nbsp;'블루웨이브'&hellip;한화솔루션&nbsp;등&nbsp;친환경株&nbsp;상승 <br /><br />■&nbsp;삼진엘앤디,&nbsp;상신이디피 <br />삼성DI&nbsp;배터리&nbsp;탑재&nbsp;전기차&nbsp;中&nbsp;보조금&nbsp;지급대상&nbsp;포함,&nbsp;수혜&nbsp;기대에&nbsp;상승 <br /><br />■&nbsp;LG화학,&nbsp;삼성SDI,&nbsp;SK이노베이션 <br />미국&nbsp;&lsquo;블루&nbsp;웨이브(민주당&nbsp;장악)&rsquo;&nbsp;확정,&nbsp;친환경&nbsp;정책&nbsp;수혜&nbsp;예상에&nbsp;배터리3사&nbsp;상승 <br /><br />■&nbsp;LG전자,&nbsp;LG전자우 <br />전기차&nbsp;기대감&nbsp;및&nbsp;美&nbsp;데이터&nbsp;스타트업&nbsp;'알폰소'&nbsp;870억원&nbsp;인수&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;에이테크솔루션 <br />애플&nbsp;전기차,&nbsp;라이다&nbsp;센서&nbsp;수혜&nbsp;기대에&nbsp;상승 <br /><br />■&nbsp;현대글로비스 <br />코로나19&nbsp;백신&nbsp;유통사업&nbsp;추진에&nbsp;상승 <br /><br />■&nbsp;대림건설 <br />'블루웨이브'&nbsp;이란&nbsp;제재&nbsp;완화&nbsp;기대감에&nbsp;상승 <br /><br />■&nbsp;알파홀딩스 <br />삼성전자&nbsp;시스템&nbsp;반도체&nbsp;성장&nbsp;강조&nbsp;수혜&nbsp;기대에&nbsp;상승 <br /><br />■&nbsp;한화생명 <br />제판분리&nbsp;통한&nbsp;지분가치&nbsp;상승&nbsp;예상에&nbsp;상승 <br /><br />■&nbsp;젠큐릭스 <br />폐암&nbsp;동반진단키트&nbsp;건강보험&nbsp;적용에&nbsp;강세 <br /><br />■&nbsp;세방전지 <br />전기차&nbsp;배터리팩&nbsp;공장&nbsp;설립에&nbsp;이틀&nbsp;연속&nbsp;급등 <br /><br />■&nbsp;이지바이오,&nbsp;이지홀딩스 <br />액면분할&nbsp;변경상장&nbsp;첫날&nbsp;급등 <br /><br />■&nbsp;신풍제약 <br />피라맥스&nbsp;'코로나19&nbsp;치료제'&nbsp;필리핀&nbsp;임상&nbsp;2/3승인&nbsp;소식에&nbsp;상승 <br /><br />■&nbsp;오스코텍 <br />임상2상&nbsp;1차&nbsp;지표&nbsp;미충족&nbsp;소식에&nbsp;급락 <br /><br />■&nbsp;롯데케미칼 <br />글로벌&nbsp;업황&nbsp;호조에&nbsp;52주&nbsp;신고가&nbsp;경신 <br /><br />■&nbsp;서울바이오시스 <br />마이크로LED&nbsp;및&nbsp;코로나19&nbsp;바이러스&nbsp;99%&nbsp;살균&nbsp;기술&nbsp;부각에&nbsp;상승 <br /><br />■&nbsp;현대모비스 <br />전기차&nbsp;사업&nbsp;확장&nbsp;기대에&nbsp;상승 <br /><br />■&nbsp;위드텍 <br />반도체&nbsp;공정&nbsp;미세화,&nbsp;국내&middot;외&nbsp;제조사의&nbsp;불량&nbsp;체크&nbsp;요구&nbsp;증가&nbsp;예상에&nbsp;상승 <br /><br />■&nbsp;유바이오로직스 <br />유니세프와&nbsp;421억&nbsp;규모&nbsp;경구용&nbsp;콜레라&nbsp;백신&nbsp;공급계약에&nbsp;상승 <br /><br />■&nbsp;GST <br />자회사&nbsp;EST의&nbsp;콜드체인&nbsp;기술&nbsp;부각에&nbsp;강세</p> 【특징주】 일일 특징주 GST 대림건설 롯데케미칼 서울바이오시스 신풍제약 알파홀딩스 오스코텍 위드텍 유바이오로직스 현대모비스 개미날다TV https://antflying.tistory.com/228 https://antflying.tistory.com/228#entry228comment Thu, 7 Jan 2021 21:30:12 +0900 https://antflying.tistory.com/226 <p data-ke-size="size18">증시&nbsp;마감&nbsp;요약&nbsp;(2021.01.06,수)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="KakaoTalk_20210106_194616509.jpg" data-origin-width="1242" data-origin-height="998" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/A7nT4/btqSQ5nA0rA/vWT7pzIAYEju4440ympIf0/img.jpg" data-phocus="https://blog.kakaocdn.net/dn/A7nT4/btqSQ5nA0rA/vWT7pzIAYEju4440ympIf0/img.jpg" data-alt="마감시황"><img src="https://blog.kakaocdn.net/dn/A7nT4/btqSQ5nA0rA/vWT7pzIAYEju4440ympIf0/img.jpg" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FA7nT4%2FbtqSQ5nA0rA%2FvWT7pzIAYEju4440ympIf0%2Fimg.jpg" data-filename="KakaoTalk_20210106_194616509.jpg" data-origin-width="1242" data-origin-height="998" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>마감시황</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>[코스피] <br />1/6&nbsp;KOSPI&nbsp;2,968.21(-0.75%)&nbsp;차익실현&nbsp;매물(-),&nbsp;외국인/기관&nbsp;순매도(-),&nbsp;장중&nbsp;사상&nbsp;첫&nbsp;3,000선&nbsp;돌파 <br /><br />밤사이&nbsp;뉴욕증시가&nbsp;조지아주&nbsp;상원의원&nbsp;결선&nbsp;투표&nbsp;주시&nbsp;속&nbsp;경제지표&nbsp;호조&nbsp;등에&nbsp;상승했고,&nbsp;유럽&nbsp;주요국&nbsp;증시는&nbsp;경제&nbsp;재봉쇄&nbsp;우려&nbsp;지속&nbsp;속&nbsp;대체로&nbsp;하락.&nbsp;이날&nbsp;코스피지수는&nbsp;2,993.34(+2.77P,&nbsp;+0.09%)로&nbsp;강보합&nbsp;출발.&nbsp;2,968.21(-22.36P,&nbsp;-0.75%)로&nbsp;장을&nbsp;마감.&nbsp; <br /><br />장초반&nbsp;사상&nbsp;처음으로&nbsp;3,000선을&nbsp;돌파하기도&nbsp;하는&nbsp;등&nbsp;강세&nbsp;흐름을&nbsp;보이기도&nbsp;했지만,&nbsp;연일&nbsp;사상&nbsp;최고치&nbsp;행진에&nbsp;따른&nbsp;차익실현&nbsp;매물이&nbsp;출회되면서&nbsp;8거래일만에&nbsp;하락.&nbsp;개인이&nbsp;2조원&nbsp;넘게&nbsp;순매수하는&nbsp;등&nbsp;연일&nbsp;매수세를&nbsp;이어갔지만,&nbsp;기관과&nbsp;외국인이&nbsp;동반&nbsp;순매도하면서&nbsp;지수&nbsp;하락을&nbsp;이끌었음.&nbsp;특히,&nbsp;기관은&nbsp;1.3조원&nbsp;넘게&nbsp;순매도.&nbsp; <br /><br />아시아&nbsp;주요국&nbsp;증시는&nbsp;일본,&nbsp;대만이&nbsp;하락한&nbsp;반면,&nbsp;중국은&nbsp;상승하는&nbsp;등&nbsp;등락이&nbsp;엇갈림.&nbsp; <br /><br />수급별로는&nbsp;외국인과&nbsp;기관이&nbsp;각각&nbsp;6,690억,&nbsp;1조3,761억&nbsp;순매도,&nbsp;개인은&nbsp;2조241억&nbsp;순매수.&nbsp;선물시장에서는&nbsp;외국인과&nbsp;개인이&nbsp;각각&nbsp;2,423계약,&nbsp;392계약&nbsp;순매도,&nbsp;기관은&nbsp;3,035계약&nbsp;순매수.&nbsp; <br /><br />이날&nbsp;원/달러&nbsp;환율은&nbsp;전거래일&nbsp;대비&nbsp;2.0원&nbsp;하락한&nbsp;1,085.6원을&nbsp;기록. <br /><br />코스피&nbsp;시총상위종목들은&nbsp;대부분&nbsp;종목이&nbsp;하락.&nbsp;삼성물산(-3.46%),&nbsp;엔씨소프트(-3.25%),&nbsp;현대차(-3.10%)등이&nbsp;하락.&nbsp;반면,&nbsp;SK(+8.55%),&nbsp;SK이노베이션(+5.33%),&nbsp;SK텔레콤(+1.83%)등은&nbsp;상승. <br /><br />업종별로는&nbsp;등락이&nbsp;엇갈림.&nbsp;운수창고(-2.21%),&nbsp;운수장비(-2.13%),&nbsp;철강금속(-1.68%)&nbsp;업종&nbsp;등이&nbsp;하락.&nbsp;반면,&nbsp;증권(+2.80%),&nbsp;비금속광물(+1.84%),&nbsp;통신업(+1.61%)등은&nbsp;상승.&nbsp; <br /><br />마감&nbsp;지수&nbsp;:&nbsp;KOSPI&nbsp;2,968.21(-22.36P/-0.75%) </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><br />[코스닥] <br />1/6&nbsp;KOSDAQ&nbsp;981.39(-0.44%)&nbsp;차익실현&nbsp;매물(-),&nbsp;외국인/기관&nbsp;순매도(-) <br /><br />밤사이&nbsp;뉴욕증시가&nbsp;경제지표&nbsp;호조&nbsp;등에&nbsp;상승한&nbsp;가운데,&nbsp;이날&nbsp;코스닥지수는&nbsp;987.25(+1.49P,&nbsp;+0.15%)로&nbsp;강보합&nbsp;출발.&nbsp;&nbsp;981.39(-4.37P,&nbsp;-0.44%)로&nbsp;장을&nbsp;마감.&nbsp;닷새만에&nbsp;하락&nbsp;전환. <br /><br />최근&nbsp;연일&nbsp;상승에&nbsp;따른&nbsp;차익실현&nbsp;매물이&nbsp;출회되면서&nbsp;증시에&nbsp;부담으로&nbsp;작용.&nbsp;외국인과&nbsp;기관은&nbsp;동반&nbsp;순매도하면서&nbsp;지수&nbsp;하락을&nbsp;이끌었음.&nbsp;다만,&nbsp;개인이&nbsp;5거래일&nbsp;연속&nbsp;순매수하며&nbsp;낙폭은&nbsp;제한된&nbsp;모습. <br /><br />수급별로는&nbsp;외국인과&nbsp;기관이&nbsp;각각&nbsp;1,128억,&nbsp;2,406억&nbsp;순매도,&nbsp;개인은&nbsp;3,876억&nbsp;순매수. <br /><br />코스닥&nbsp;시총상위종목들은&nbsp;대부분&nbsp;종목이&nbsp;하락.&nbsp;에이치엘비(-8.14%),&nbsp;SK머티리얼즈(-2.51%),&nbsp;리노공업(-2.31%)등이&nbsp;하락.&nbsp;반면,&nbsp;씨젠(+0.87%),&nbsp;원익IPS(+0.55%),&nbsp;펄어비스(+0.12%)&nbsp;등은&nbsp;상승.&nbsp; <br /><br />업종별로도&nbsp;대부분&nbsp;업종이&nbsp;하락.&nbsp;운송장비/부품(-3.61%)&nbsp;업종의&nbsp;약세가&nbsp;두드러졌으며,&nbsp;비금속(-1.30%),&nbsp;반도체(-1.25%)업종&nbsp;등이&nbsp;하락.&nbsp;반면,&nbsp;정보기기(+2.10%),&nbsp;컴퓨터서비스(+2.02%),&nbsp;출판/매체복제(+1.14%)등&nbsp;일부&nbsp;업종은&nbsp;상승.&nbsp; <br /><br />마감&nbsp;지수&nbsp;:&nbsp;KOSDAQ&nbsp;981.39P(-4.37P/-0.44%) </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><br />●&nbsp;국내증시,&nbsp;1/6&nbsp;코스피&nbsp;사상&nbsp;첫&nbsp;3,000선&nbsp;돌파&nbsp;후&nbsp;차익실현&nbsp;매물&nbsp;출회&nbsp;등에&nbsp;8거래일만에&nbsp;하락,&nbsp;코스닥&nbsp;외국인/기관&nbsp;순매도&nbsp;등에&nbsp;닷새만에&nbsp;하락&hellip;&nbsp;코스피&nbsp;-22.36(-0.75%)&nbsp;2,968.21,&nbsp;코스닥&nbsp;-4.37(-0.44%)&nbsp;981.39 <br />●&nbsp;원/달러&nbsp;환율,&nbsp;美&nbsp;조지아주&nbsp;상원의원&nbsp;결선&nbsp;투표&nbsp;주시&nbsp;속&nbsp;소폭&nbsp;하락...&nbsp;-2.0원(-0.18%)&nbsp;1,085.6원 <br />●&nbsp;아시아&nbsp;증시,&nbsp;중국(+0.63%),&nbsp;일본(-0.38%),&nbsp;홍콩(+0.15%),&nbsp;대만(-0.11%) <br />●&nbsp;3000선대&nbsp;맛본&nbsp;코스피,&nbsp;하루&nbsp;거래대금&nbsp;29조원&nbsp;'최고기록' <br />●&nbsp;홍남기&nbsp;부총리&nbsp;"백신&nbsp;2000만명분&nbsp;구입...2월부터&nbsp;고령자&nbsp;접종" <br />●&nbsp;美&nbsp;민주당,&nbsp;조지아&nbsp;상원&nbsp;1곳&nbsp;승리&hellip;나머지&nbsp;1곳도&nbsp;우세 <br />●&nbsp;오락가락&nbsp;NYSE&hellip;"장관&nbsp;전화에&nbsp;중국&nbsp;통신사&nbsp;상폐&nbsp;다시&nbsp;검토" <br />●&nbsp;트럼프,&nbsp;알리페이&nbsp;등&nbsp;중국&nbsp;8개&nbsp;앱&nbsp;거래금지&nbsp;행정명령에&nbsp;서명 <br />●&nbsp;트럼프,&nbsp;이란&nbsp;철강업체&nbsp;등&nbsp;15곳&nbsp;제재 <br />●&nbsp;JP모건&nbsp;"美&nbsp;크레디트&nbsp;스프레드&nbsp;축소&nbsp;이어진다" <br /><br />[기업/산업] <br />●&nbsp;전기차&nbsp;한&nbsp;번&nbsp;충전에&nbsp;800㎞&nbsp;가는&nbsp;전고체&nbsp;배터리&hellip;&nbsp;도요타,&nbsp;상용화&nbsp;선전포고 <br />●&nbsp;GM-LG&nbsp;배터리&nbsp;합작사,&nbsp;美&nbsp;오하이오에&nbsp;부지&nbsp;추가&nbsp;매입 <br />●&nbsp;금호석유화학도&nbsp;전기차&nbsp;'탑승'&hellip;LG에&nbsp;2차전지용&nbsp;탄소나노튜브&nbsp;납품 <br />●&nbsp;대한항공,&nbsp;발행주식총수&nbsp;확대&nbsp;안건&nbsp;통과&hellip;아시아나&nbsp;인수&nbsp;'순항' <br />●&nbsp;네이버,&nbsp;EMR&nbsp;업체와&nbsp;블록체인&nbsp;기반&nbsp;게임&nbsp;콘텐츠&nbsp;재생산&nbsp;스타트업&nbsp;투자 <br />●&nbsp;두산&nbsp;오너가,&nbsp;퓨얼셀&nbsp;잔여&nbsp;주식&nbsp;533만주&nbsp;매각 <br />●&nbsp;정부,&nbsp;올해&nbsp;디지털&nbsp;뉴딜에&nbsp;7조6천억&nbsp;투자&hellip;5G&middot;AI&nbsp;강화 <br /><br />[경제/증시/부동산] <br />●&nbsp;김형렬&nbsp;교보證&nbsp;센터장&nbsp;"코스피&nbsp;3000시대,&nbsp;증시&nbsp;정점&nbsp;아냐" <br />●&nbsp;코로나&nbsp;대출만&nbsp;150조&hellip;종료&nbsp;앞두고&nbsp;금융당국&nbsp;'고심' <br />●&nbsp;작년&nbsp;외환보유액&nbsp;4431억달러&hellip;7개월째&nbsp;'사상&nbsp;최대' <br />●&nbsp;지난해&nbsp;강남3구&nbsp;아파트&nbsp;매매&nbsp;25%가&nbsp;외지인&hellip;불붙는&nbsp;'상경투자' <br />●&nbsp;'임대차&nbsp;2법'이&nbsp;서울&nbsp;전셋값&nbsp;5년치&nbsp;한번에&nbsp;올렸다 <br /><br />[정치/사회/국내&nbsp;기타] <br />●&nbsp;외교부&nbsp;"이란&nbsp;억류&nbsp;韓선박&nbsp;해양오염&nbsp;증거&nbsp;없다" <br />●&nbsp;미&nbsp;정찰기,&nbsp;강원도&nbsp;상공&nbsp;비행&hellip;북&nbsp;당대회&nbsp;군사동향&nbsp;감시 <br />●&nbsp;과기정통부,&nbsp;올해&nbsp;547억&nbsp;투입해&nbsp;ICT&nbsp;R&amp;D&nbsp;혁신바우처&nbsp;지원 <br />●&nbsp;올해&nbsp;'스마트등대공장'&nbsp;10곳&nbsp;선정&hellip;업체당&nbsp;3년간&nbsp;12억&nbsp;지원 <br />●&nbsp;개인사업자&nbsp;부가세&nbsp;내달&nbsp;25일까지&hellip;SNS마켓&middot;직구대행&nbsp;등도&nbsp;내야 <br />●&nbsp;방통위,&nbsp;올해&nbsp;KBS&nbsp;수신료&nbsp;인상&middot;지상파&nbsp;중간광고&nbsp;허용&nbsp;추진한다 <br /><br />[국제/해외] <br />●&nbsp;월가&nbsp;전문가&nbsp;"에어비앤비,&nbsp;도어대시보다&nbsp;유망&hellip;단기&nbsp;하락&nbsp;주의" <br />●&nbsp;"中정부,&nbsp;마윈의&nbsp;앤트그룹이&nbsp;수집한&nbsp;소비자&nbsp;데이터&nbsp;내놓게&nbsp;만들&nbsp;것" <br />●&nbsp;모건스탠리,&nbsp;테슬라&nbsp;목표가&nbsp;월가&nbsp;최고&nbsp;수준으로&nbsp;높여 <br />●&nbsp;"아마존&nbsp;중국서&nbsp;AWS&nbsp;상표&nbsp;사용&nbsp;못&nbsp;해"&nbsp;중국&nbsp;법원&nbsp;판결 <br />●&nbsp;WB,&nbsp;올해&nbsp;세계경제&nbsp;성장률&nbsp;4.0%&hellip;코로나&nbsp;재확산에&nbsp;0.2%p&nbsp;하향 <br />●&nbsp;中&nbsp;알리바바,&nbsp;달러채권&nbsp;매각해&nbsp;5조원&nbsp;조달한다</p> 【국내주식】국내장 마감 시황 현황 개미날다 개미날다TV 마감브리핑 마감시황 시황브리핑 시황정보 주식매매 주식시황 주식정보 증시마감 개미날다TV https://antflying.tistory.com/226 https://antflying.tistory.com/226#entry226comment Wed, 6 Jan 2021 21:19:23 +0900 https://antflying.tistory.com/225 <p data-ke-size="size18">증권사&nbsp;관심&nbsp;의견&nbsp;종목&nbsp;【2021.01.06,수】</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210106_210953.png" data-origin-width="942" data-origin-height="668" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/ooqrX/btqSPFJqXEF/LK7UTpgX7zbf7SyDPJrij1/img.png" data-phocus="https://blog.kakaocdn.net/dn/ooqrX/btqSPFJqXEF/LK7UTpgX7zbf7SyDPJrij1/img.png" data-alt="증권사추천,증권사추천주,관심주,특징주,테마주,급등주"><img src="https://blog.kakaocdn.net/dn/ooqrX/btqSPFJqXEF/LK7UTpgX7zbf7SyDPJrij1/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FooqrX%2FbtqSPFJqXEF%2FLK7UTpgX7zbf7SyDPJrij1%2Fimg.png" data-filename="20210106_210953.png" data-origin-width="942" data-origin-height="668" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>증권사추천,증권사추천주,관심주,특징주,테마주,급등주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>▶️&nbsp;종목별&nbsp;증권사&nbsp;주요&nbsp;의견&nbsp;(1월&nbsp;6일) <br /><br /><br />●삼성전자 <br />500조,&nbsp;그&nbsp;이후 <br />시가총액&nbsp;500조,&nbsp;수급&nbsp;균형(Horizon)을&nbsp;넘다 <br />새로운&nbsp;길,&nbsp;커다란&nbsp;방향성을&nbsp;본다 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;10만원&nbsp;/&nbsp;이베스트&nbsp;최영산 <br /><br />●삼성전자 <br />4분기는&nbsp;영업이익&nbsp;9.0조원,&nbsp;전반적인&nbsp;환율하락&nbsp;효과로&nbsp;수익성&nbsp;감소 <br />1등이&nbsp;만들어가는&nbsp;메모리/비메모리&nbsp;세상,&nbsp;좋다 <br />업황&nbsp;우상향,&nbsp;펀드멘탈&nbsp;리레이팅 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;104,000원&nbsp;/&nbsp;DS증권&nbsp;권태우 <br /><br />●SK하이닉스 <br />시가총액&nbsp;100조&nbsp;원&nbsp;돌파가&nbsp;눈앞에 <br />4분기&nbsp;실적은&nbsp;시장&nbsp;기대치&nbsp;상회&nbsp;예상 <br />2021년&nbsp;영업이익&nbsp;기존&nbsp;대비&nbsp;16%&nbsp;상향&nbsp;조정 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;16만원&nbsp;/&nbsp;한화증권&nbsp;이순학 <br /><br />●LG전자 <br />성장의&nbsp;축&nbsp;이동&nbsp;중 <br />전장부품&nbsp;사업&nbsp;매력&nbsp;부각 <br />2021년&nbsp;실적&nbsp;성장&nbsp;추세&nbsp;지속&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;19만원&nbsp;/&nbsp;NH증권&nbsp;고정우 <br /><br />●LG이노텍 <br />과도한&nbsp;우려는&nbsp;기회 <br />4Q20F&nbsp;매출액&nbsp;3.75조원(+68.0%&nbsp;QoQ)&nbsp;영업이익&nbsp;3,771억원(+321.8%&nbsp;QoQ)&nbsp;예상 <br />카메라&nbsp;공급&nbsp;구조&nbsp;변화가&nbsp;실적에&nbsp;미치는&nbsp;영향은&nbsp;크지&nbsp;않을&nbsp;것 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;23만원&nbsp;/&nbsp;케이프&nbsp;박성순 <br /><br />●삼성전기 <br />카메라&nbsp;변화의&nbsp;주인공 <br />글로벌&nbsp;스마트폰&nbsp;업체에&nbsp;폴디드&nbsp;카메라모듈&nbsp;공급&nbsp;추진 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;22만원&nbsp;/&nbsp;대신증권&nbsp;박강호 <br /><br />●덕산네오룩스 <br />OLED&nbsp;노트북이&nbsp;온다 <br />4Q20&nbsp;영업이익&nbsp;122억원,&nbsp;갤럭시S21&nbsp;조기&nbsp;출시&nbsp;효과&nbsp;반영 <br />2021년,&nbsp;OLED&nbsp;노트북&nbsp;시장의&nbsp;개화&nbsp;본격화 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;48,000원 <br />키움증권&nbsp;김소원 <br /><br />●심텍 <br />4Q20&nbsp;Preview:&nbsp;단기&nbsp;실적은&nbsp;밋밋,&nbsp;모멘텀은&nbsp;화끈 <br />환율&nbsp;빼면&nbsp;무난한&nbsp;4분기 <br />올해는&nbsp;DDR5에&nbsp;주목,&nbsp;7년만의&nbsp;디램&nbsp;세대&nbsp;변화 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;27,500원&nbsp;/&nbsp;한투증권&nbsp;조철희 <br /><br />●엔씨소프트 <br />2021년은&nbsp;모멘텀이&nbsp;실현되는&nbsp;해 <br />1분기부터&nbsp;모멘텀이&nbsp;실적으로&nbsp;반영 <br />2022년까지&nbsp;지속되는&nbsp;모멘텀 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;125만원&nbsp;/&nbsp;IBK증권&nbsp;이승훈 <br /><br />●GS건설 <br />4Q20&nbsp;Preview:&nbsp;매출&nbsp;2.7조원,&nbsp;영업이익&nbsp;2,080억원&nbsp;추정 <br />재평가는&nbsp;이제&nbsp;시작 <br />2021년&nbsp;주택&nbsp;분양&nbsp;2.7만호&nbsp;상회할&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;48,000원&nbsp;/&nbsp;하나금투&nbsp;윤승현 <br /><br />●인선이엔티 <br />중간처리에서부터&nbsp;소각,&nbsp;매립까지&nbsp;폐기물&nbsp;부문&nbsp;수직계열화&nbsp;구축 <br />본업&nbsp;완성과&nbsp;함께&nbsp;자동차재활용&nbsp;모멘텀도&nbsp;겸비&nbsp;본업&nbsp;완성과&nbsp;함께&nbsp;자동차재활용&nbsp;모멘텀도&nbsp;겸비 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;18,000원&nbsp;/&nbsp;유안타&nbsp;안주원 <br /><br />●LG디스플레이 <br />4Q20&nbsp;Preview&nbsp;:&nbsp;이익성장&nbsp;지속 <br />1H21&nbsp;비수기&nbsp;영향&nbsp;크지&nbsp;않을&nbsp;것.&nbsp;연간&nbsp;영업&nbsp;흑자&nbsp;달성&nbsp;기여&nbsp;전망 <br />턴어라운드&nbsp;국면에서&nbsp;멀티플&nbsp;확장&nbsp;필요 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;21,000원&nbsp;/&nbsp;유안타&nbsp;김광진 <br /><br />●POSCO <br />4Q20&nbsp;Preview:&nbsp;반영되기&nbsp;시작한&nbsp;판가&nbsp;인상 <br />스프레드&nbsp;개선&nbsp;효과&nbsp;본격화 <br />1Q21&nbsp;연결&nbsp;영업이익&nbsp;1조원대&nbsp;회복&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;39만원&nbsp;/&nbsp;유안타&nbsp;이현수 <br /><br />●현대제철 <br />4Q20&nbsp;Preview:&nbsp;실적은&nbsp;2Q부터&nbsp;모멘텀은&nbsp;지금부터 <br />4Q20&nbsp;Preview:&nbsp;판매량&nbsp;회복과&nbsp;스프레드&nbsp;개선 <br />차강판&nbsp;가격&nbsp;인상&nbsp;여건은&nbsp;만들어졌다 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;53,000원&nbsp;/&nbsp;유안타&nbsp;이현수 <br /><br />●대림건설 <br />사야한다 <br />상승&nbsp;논리:&nbsp;실적,&nbsp;수주잔고,&nbsp;분양,&nbsp;밸류 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;42,000원&nbsp;/&nbsp;흥국증권&nbsp;김승준 <br /><br />●현대백화점 <br />4Q20&nbsp;Preview:&nbsp;백화점은&nbsp;코로나19&nbsp;영향,&nbsp;면세점은&nbsp;선방 <br />신규&nbsp;출점&nbsp;및&nbsp;코로나19&nbsp;백신&nbsp;보급으로&nbsp;기대되는&nbsp;2021년 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;93,000원&nbsp;/&nbsp;하이투자&nbsp;하준영 <br /><br />●이마트 <br />4Q20&nbsp;Preview:&nbsp;시장&nbsp;기대&nbsp;부합예상 <br />2021년&nbsp;SSG닷컴&nbsp;성장과&nbsp;전문점&nbsp;턴어라운드&nbsp;지속&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;21만원&nbsp;/&nbsp;하이투자&nbsp;하준영 <br /><br />●자화전자 <br />2021년&nbsp;비상(飛上) <br />OIS(폴디드카메라)와&nbsp;전장부품(PTC)의&nbsp;본격&nbsp;매출&nbsp;예상 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;26,500원&nbsp;/&nbsp;대신증권&nbsp;박강호 <br /><br />●에코프로비엠 <br />4Q20&nbsp;Preview:&nbsp;컨센서스&nbsp;하회&nbsp;예상되나&nbsp;일시적인&nbsp;요인&nbsp;탓 <br />2021년&nbsp;무엇이&nbsp;에코프로비엠&nbsp;주가를&nbsp;움직일까 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;225,000원&nbsp;/&nbsp;메리츠&nbsp;주민우 <br /><br />●옵트론텍 <br />2021년&nbsp;최고의&nbsp;해 <br />폴디드&nbsp;카메라의&nbsp;핵심부품인&nbsp;프리즘부품&nbsp;담당 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;15,000원&nbsp;/&nbsp;대신증권&nbsp;박강호 <br /><br />●진에어 <br />4Q20&nbsp;Preview:&nbsp;코로나19&nbsp;3차&nbsp;확산의&nbsp;영향 <br />LCC시장&nbsp;구조개편&nbsp;최대&nbsp;수혜&nbsp;예상 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;17,000원&nbsp;/&nbsp;하이투자&nbsp;하준영 <br /><br />●카카오 <br />4Q20&nbsp;실적&nbsp;QoQ,&nbsp;YoY&nbsp;대호조&nbsp;&amp;&nbsp;컨센서스&nbsp;부합&nbsp;전망 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;50만원&nbsp;/&nbsp;이베스트&nbsp;성종화 <br /><br />●한샘 <br />4Q20&nbsp;실적&nbsp;Preview:&nbsp;리하우스&nbsp;매출&nbsp;증가,&nbsp;집꾸미기는&nbsp;계속된다. <br />4분기&nbsp;매출액&nbsp;5,343억원,&nbsp;영업이익&nbsp;278억원(OPM&nbsp;5.2%)&nbsp;전망 <br />새집이&nbsp;부족하다면&nbsp;대안은&nbsp;인테리어&nbsp;리모델링,&nbsp;집꾸미기&nbsp;트랜드&nbsp;지속 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;14만원&nbsp;/&nbsp;유진투자&nbsp;김열매 <br /><br />●대우건설 <br />4분기는&nbsp;매출액&nbsp;2조&nbsp;3,410억원(YoY&nbsp;+1%),&nbsp;영업이익&nbsp;990억원(YoY&nbsp;-14%)으로&nbsp;시장기대치&nbsp;하회&nbsp;전망 <br />성장의&nbsp;초입 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;7,500원&nbsp;/&nbsp;현대차증권&nbsp;성정환 <br /><br />●효성화학 <br />CAPA&nbsp;증설&nbsp;통한&nbsp;이익&nbsp;레벨업 <br />2021년부터&nbsp;베트남&nbsp;PP(추가&nbsp;30만톤)&nbsp;및&nbsp;DH공장&nbsp;상업생산이&nbsp;시작되며&nbsp;투자원금&nbsp;회수&nbsp;초기&nbsp;국면에&nbsp;돌입 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;20만원&nbsp;/&nbsp;KTB증권&nbsp;박일선 <br /><br />●대한유화 <br />안정적인&nbsp;성장에&nbsp;주목 <br />목표주가는&nbsp;2021년&nbsp;BPS에&nbsp;Target&nbsp;PBR&nbsp;0.90배(21E&nbsp;ROE&nbsp;9.9%)를&nbsp;적용해&nbsp;28만원으로&nbsp;상향 <br />Upcycle이었던&nbsp;16~17년&nbsp;PBR&nbsp;band는&nbsp;0.78x~1.39x <br />BUY&nbsp;/&nbsp;목표주가&nbsp;28만원&nbsp;/&nbsp;KTB증권&nbsp;박일선 <br /><br />●롯데케미칼 <br />정상화의&nbsp;시작 <br />목표주가는&nbsp;2021년&nbsp;BPS에&nbsp;Target&nbsp;PBR&nbsp;0.90배(21E&nbsp;ROE&nbsp;7.8%)를&nbsp;적용하여&nbsp;34만원으로&nbsp;상향 <br />Upcycle이었던&nbsp;16~17년&nbsp;PBR&nbsp;band는&nbsp;0.89x~1.35x <br />BUY&nbsp;/&nbsp;목표주가&nbsp;34만원&nbsp;/&nbsp;KTB증권&nbsp;박일선 <br /><br />●티라유텍 <br />고객사의&nbsp;제조&nbsp;컨설팅,&nbsp;핵심솔루션&nbsp;제공&nbsp;등&nbsp;스마트팩토리&nbsp;관련&nbsp;소프트웨어&nbsp;전문기업 <br />주요&nbsp;고객사의&nbsp;적극적인&nbsp;스마트팩토리&nbsp;전환에&nbsp;따른&nbsp;실적&nbsp;고성장&nbsp;전망 <br />(주)SK의&nbsp;전략적&nbsp;파트너(지분율&nbsp;13.8%)로서&nbsp;SK그룹과의&nbsp;동반&nbsp;성장&nbsp;기대 <br />NR&nbsp;/&nbsp;SK증권&nbsp;서충우 <br /><br />●나스미디어 <br />4Q20&nbsp;Preview:&nbsp;본사&nbsp;실적은&nbsp;양호하나&nbsp;자회사&nbsp;플레이디가&nbsp;부진한&nbsp;실적을&nbsp;기록할&nbsp;것으로&nbsp;예상 <br />모회사&nbsp;KT의&nbsp;고객군과&nbsp;데이터를&nbsp;활용한&nbsp;커머스&nbsp;사업과&nbsp;퍼포먼스형&nbsp;광고&nbsp;서비스를&nbsp;준비&nbsp;중 <br />올해는&nbsp;기존사업에서의&nbsp;성장뿐만&nbsp;아니라&nbsp;신사업에서도&nbsp;성과를&nbsp;필히&nbsp;보여주어야&nbsp;함 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;42,000원&nbsp;/&nbsp;KTB증권&nbsp;남효지 <br /><br />●에코마케팅 <br />4Q20&nbsp;Preview:&nbsp;지금이&nbsp;매수&nbsp;적기 <br />4분기&nbsp;연결&nbsp;매출액&nbsp;484억원(YoY&nbsp;85.4%),&nbsp;영업이익&nbsp;148억원(YoY&nbsp;87.1%)&nbsp;전망 <br />올해는&nbsp;sales&nbsp;booster&nbsp;모델과&nbsp;해외&nbsp;D2C&nbsp;강화를&nbsp;위해&nbsp;적극적으로&nbsp;광고주&nbsp;영입&nbsp;중 <br />최근&nbsp;CPS&nbsp;대행을&nbsp;위해&nbsp;테스트&nbsp;마케팅을&nbsp;진행하고&nbsp;있고,&nbsp;모델&nbsp;전환&nbsp;시&nbsp;본사&nbsp;실적에&nbsp;대한&nbsp;기여도는&nbsp;높을&nbsp;것 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;39,000원&nbsp;/&nbsp;KTB증권&nbsp;남효지 <br /><br />●이노션 <br />4Q20&nbsp;Preview:&nbsp;뚜렷한&nbsp;실적&nbsp;회복에&nbsp;주목 <br />3분기부터&nbsp;신차&nbsp;마케팅&nbsp;대행&nbsp;효과가&nbsp;나타나며&nbsp;영업이익은&nbsp;컨센서스&nbsp;370억을&nbsp;소폭&nbsp;상회할&nbsp;것으로&nbsp;예상 <br />기존&nbsp;내연기관뿐만&nbsp;아니라&nbsp;전기/수소차&nbsp;브랜드&nbsp;마케팅,&nbsp;기아차&nbsp;CI&nbsp;변경&nbsp;등&nbsp;올해는&nbsp;캡티브&nbsp;수요가&nbsp;눈에&nbsp;띄게&nbsp;증가 <br />BTL도&nbsp;점진적으로&nbsp;회복할&nbsp;것으로&nbsp;예상되어&nbsp;캡티브&nbsp;대행&nbsp;확대에&nbsp;따른&nbsp;실적&nbsp;개선은&nbsp;빠르게&nbsp;나타날&nbsp;것 <br />BUY&nbsp;/&nbsp;목표주가&nbsp;76,000원&nbsp;/&nbsp;KTB증권&nbsp;남효지</p> 【증권사의견】종목별 의견 나스미디어 대림건설 대우건설 대한유화 롯데케미칼 에코마케팅 이노션 이마트 자화전자 효성화학 개미날다TV https://antflying.tistory.com/225 https://antflying.tistory.com/225#entry225comment Wed, 6 Jan 2021 21:17:13 +0900 https://antflying.tistory.com/224 <p data-ke-size="size18">장중&nbsp;특징주&nbsp;(2021.01.06,수)</p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p><figure class="imageblock alignCenter" data-filename="20210106_211035.png" data-origin-width="862" data-origin-height="699" data-ke-mobilestyle="widthContent"><span data-url="https://blog.kakaocdn.net/dn/pMoPN/btqSQ43iaWf/fq8kXzFkIik5YCNuLl9tS0/img.png" data-phocus="https://blog.kakaocdn.net/dn/pMoPN/btqSQ43iaWf/fq8kXzFkIik5YCNuLl9tS0/img.png" data-alt="특징주"><img src="https://blog.kakaocdn.net/dn/pMoPN/btqSQ43iaWf/fq8kXzFkIik5YCNuLl9tS0/img.png" srcset="https://img1.daumcdn.net/thumb/R1280x0/?scode=mtistory2&fname=https%3A%2F%2Fblog.kakaocdn.net%2Fdn%2FpMoPN%2FbtqSQ43iaWf%2Ffq8kXzFkIik5YCNuLl9tS0%2Fimg.png" data-filename="20210106_211035.png" data-origin-width="862" data-origin-height="699" data-ke-mobilestyle="widthContent" onerror="this.onerror=null; this.src='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png'; this.srcset='//t1.daumcdn.net/tistory_admin/static/images/no-image-v1.png';"/></span><figcaption>특징주</figcaption> </figure> </p> <hr contenteditable="false" data-ke-type="horizontalRule" data-ke-style="style5" /> <p>특징&nbsp;종목&nbsp;이슈요약 <br /><br />제넨바이오 <br />(072520)&nbsp;유무상증자&nbsp;철회&nbsp;속&nbsp;주당&nbsp;0.5주&nbsp;배정&nbsp;무상증자&nbsp;결정에&nbsp;급등&nbsp; <br />▷전일&nbsp;장&nbsp;마감&nbsp;후&nbsp;보통주&nbsp;1주당&nbsp;0.5주&nbsp;배정&nbsp;무상증자&nbsp;결정(기준일:2021-01-20,&nbsp;상장예정:2021-02-10)&nbsp;공시. <br />▷한편,&nbsp;13,500,000주(515.70억원)&nbsp;규모&nbsp;주주배정&nbsp;후&nbsp;실권주&nbsp;일반공모&nbsp;유상증자&nbsp;결정&nbsp;철회&nbsp;및&nbsp;보통주&nbsp;1주당&nbsp;0.5주&nbsp;배정&nbsp;무상증자&nbsp;결정&nbsp;철회&nbsp;공시.&nbsp; <br /><br />압타바이오 <br />(293780)&nbsp;코로나19&nbsp;치료제&nbsp;&lsquo;APX-115&rsquo;&nbsp;美&nbsp;FDA&nbsp;임상2상&nbsp;시험계획서&nbsp;제출&nbsp;소식에&nbsp;급등&nbsp; <br />▷동사는&nbsp;언론을&nbsp;통해&nbsp;코로나19&nbsp;치료&nbsp;후보물질&nbsp;&lsquo;APX-115&rsquo;의&nbsp;미국&nbsp;식품의약국(FDA)&nbsp;임상2상&nbsp;시험계획서(IND)를&nbsp;제출했다고&nbsp;밝힘.&nbsp;&lsquo;APX-115&rsquo;는&nbsp;당뇨합병증&nbsp;치료를&nbsp;위한&nbsp;&lsquo;녹스(NOX)&nbsp;저해제&nbsp;발굴&nbsp;플랫폼&rsquo;에&nbsp;기반한&nbsp;파이프라인&nbsp;중&nbsp;하나로,&nbsp;해당&nbsp;기전은&nbsp;다수의&nbsp;해외&nbsp;연구&nbsp;논문에서&nbsp;코로나19&nbsp;치료&nbsp;효과가&nbsp;있을&nbsp;것으로&nbsp;주목&nbsp;받고&nbsp;있음.&nbsp; <br /><br />티라유텍 <br />(322180)&nbsp;㈜SK의&nbsp;스마트팩토리&nbsp;전략적&nbsp;파트너로서&nbsp;동반&nbsp;성장&nbsp;기대감&nbsp;등에&nbsp;강세&nbsp; <br />▷SK증권은&nbsp;동사에&nbsp;대해&nbsp;㈜SK의&nbsp;스마트팩토리&nbsp;전략적&nbsp;파트너로서&nbsp;동반&nbsp;성장이&nbsp;기대된다고&nbsp;밝힘.&nbsp;㈜SK가&nbsp;향후&nbsp;SK그룹의&nbsp;각&nbsp;기업들의&nbsp;생산&nbsp;현장을&nbsp;스마트팩토리로&nbsp;구축&nbsp;및&nbsp;전환하기&nbsp;위한&nbsp;큰&nbsp;그림을&nbsp;그리고&nbsp;있는&nbsp;것으로&nbsp;추정하고&nbsp;있는&nbsp;가운데,&nbsp;㈜SK는&nbsp;현재&nbsp;동사의&nbsp;3대주주(지분율&nbsp;13.8%)라고&nbsp;설명.&nbsp;실제로&nbsp;㈜SK가&nbsp;투자를&nbsp;한이후&nbsp;SK그룹향&nbsp;매출이&nbsp;늘어나고&nbsp;있다며,&nbsp;SK그룹향&nbsp;매출은&nbsp;지난해&nbsp;상반기&nbsp;40억원을&nbsp;포함하여&nbsp;연간으로는&nbsp;약&nbsp;100억원의&nbsp;매출을&nbsp;시현한&nbsp;것으로추정. <br />▷아울러&nbsp;올해&nbsp;매출액은&nbsp;455억원(+29%&nbsp;YoY),&nbsp;영업이익은&nbsp;80억원(+3,900%&nbsp;YoY)을&nbsp;기록할&nbsp;것으로&nbsp;전망.&nbsp;이는&nbsp;지난해&nbsp;2분기부터&nbsp;코로나19로&nbsp;인해&nbsp;지연된&nbsp;프로젝트들이&nbsp;재개되면서&nbsp;시작된&nbsp;실적&nbsp;성장세가&nbsp;올해에도&nbsp;지속될&nbsp;것이며,&nbsp;올해에도&nbsp;SK,&nbsp;삼성,&nbsp;LG&nbsp;등을&nbsp;주요&nbsp;고객사로&nbsp;2차전지,&nbsp;반도체&nbsp;산업&nbsp;위주의&nbsp;매출이&nbsp;진행될&nbsp;것이기&nbsp;때문이라고&nbsp;설명.&nbsp; <br /><br />CMG제약 <br />(058820)&nbsp;나파모스타트메실산염&nbsp;성분&nbsp;주사제&nbsp;식약처&nbsp;품목허가&nbsp;획득에&nbsp;상승&nbsp; <br />▷식품의약안전처에&nbsp;따르면,&nbsp;지난해&nbsp;12월31일&nbsp;동사의&nbsp;나파모스타트메실산염&nbsp;성분&nbsp;주사제&nbsp;나트린주50밀리그램과&nbsp;나트린주10밀리그램이&nbsp;품목허가를&nbsp;받은&nbsp;것으로&nbsp;전해짐.&nbsp;나파모스타트는일본&nbsp;제약사&nbsp;토리이에서&nbsp;개발한&nbsp;췌장염&nbsp;치료제로&nbsp;렘데시비르보다&nbsp;코로나19&nbsp;바이러스&nbsp;감염&nbsp;억제&nbsp;효과가&nbsp;높은&nbsp;것으로&nbsp;알려짐. <br />▷한편,&nbsp;동사는&nbsp;아직까지는&nbsp;나트린주를&nbsp;코로나19&nbsp;치료제&nbsp;연구에&nbsp;활용할&nbsp;계획이&nbsp;없다고&nbsp;밝힘.&nbsp; <br /><br />오르비텍 <br />(046120)&nbsp;100억원&nbsp;규모&nbsp;사모&nbsp;CB발행&nbsp;결정&nbsp;속&nbsp;하락&nbsp; <br />▷전일&nbsp;장&nbsp;마감&nbsp;후&nbsp;운영자금&nbsp;확보&nbsp;목적으로&nbsp;DB-KAI&nbsp;신기술투자조합&nbsp;3호&nbsp;대상&nbsp;100억원&nbsp;규모의&nbsp;사모&nbsp;전환사채권&nbsp;발행&nbsp;결정&nbsp;공시(전환가액:4,761원,&nbsp;전환청구일:2022-03-29&nbsp;~&nbsp;2024-02-29).&nbsp; <br /><br />한미사이언스/한미약품&nbsp;한미약품,&nbsp;모더나&nbsp;코로나19&nbsp;백신&nbsp;CMO&nbsp;기대감&nbsp;등에&nbsp;상승&nbsp; <br />▷전일&nbsp;일부&nbsp;언론에&nbsp;따르면,&nbsp;모더나가&nbsp;개발한&nbsp;mRNA(메신저&nbsp;리보핵산)&nbsp;기반&nbsp;코로나19&nbsp;백신의&nbsp;CMO를&nbsp;맡을&nbsp;제약사로&nbsp;한미약품이&nbsp;유력하게&nbsp;거론되고&nbsp;있는&nbsp;것으로&nbsp;전해짐.&nbsp;한미약품은&nbsp;국내에서&nbsp;유일하게&nbsp;모더나&nbsp;백신&nbsp;제조&nbsp;방식인&nbsp;mRNA&nbsp;백신&nbsp;대량생산이&nbsp;가능한&nbsp;것으로&nbsp;알려짐. <br />▷한편,&nbsp;한미사이언스는&nbsp;전일&nbsp;언론을&nbsp;통해&nbsp;코로나19&nbsp;관련&nbsp;핵심&nbsp;비즈니스를&nbsp;담당한&nbsp;'광속&nbsp;TF'를&nbsp;발족하고코로나19&nbsp;치료&nbsp;백신&nbsp;및&nbsp;신약&nbsp;개발,&nbsp;디지털&nbsp;혁진치료&nbsp;등&nbsp;차세대&nbsp;비즈니스&nbsp;모델&nbsp;구축에&nbsp;나선다고&nbsp;밝힘. <br />▷이&nbsp;같은&nbsp;소식에&nbsp;한미사이언스&nbsp;그룹사인&nbsp;한미약품과&nbsp;한미사이언스가&nbsp;시장에서&nbsp;부각. <br />[종목]&nbsp;:&nbsp;한미사이언스,&nbsp;한미약품&nbsp; <br /><br />DB하이텍 <br />(000990)&nbsp;파운드리&nbsp;업체&nbsp;슈퍼&nbsp;호황&nbsp;및&nbsp;올해&nbsp;글로벌&nbsp;반도체&nbsp;시장&nbsp;성장&nbsp;기대감&nbsp;등에&nbsp;강세&nbsp; <br />▷업계에&nbsp;따르면,&nbsp;코로나19백신&nbsp;보급에&nbsp;따른&nbsp;글로벌&nbsp;경기&nbsp;회복을&nbsp;예상한&nbsp;車&middot;전자&nbsp;업체들이&nbsp;생산량을&nbsp;대폭&nbsp;늘리면서&nbsp;시스템반도체&nbsp;수요가&nbsp;급증함에&nbsp;따라&nbsp;반도체&nbsp;파운드리&nbsp;업체들이&nbsp;슈퍼&nbsp;호황을&nbsp;맞고&nbsp;있는&nbsp;것으로&nbsp;알려짐.&nbsp;TSMC,&nbsp;삼성전자&nbsp;등의&nbsp;선두권&nbsp;파운드리&nbsp;업체에&nbsp;스마트폰&nbsp;AP,&nbsp;GPU,&nbsp;차량용&nbsp;반도체&nbsp;등의&nbsp;생산&nbsp;주문을&nbsp;넣어도&nbsp;1년&nbsp;이상&nbsp;기다려야&nbsp;하는&nbsp;것으로&nbsp;전해짐.&nbsp;동사&nbsp;공장의&nbsp;경우도&nbsp;최근&nbsp;가동률을&nbsp;100%로&nbsp;올린&nbsp;것으로&nbsp;전해짐.&nbsp; <br />▷세계반도체시장통계기구(WSTS),&nbsp;옴디아,&nbsp;가트너&nbsp;등의&nbsp;시장조사업체들은&nbsp;올해&nbsp;글로벌&nbsp;반도체&nbsp;시장은&nbsp;전년대비&nbsp;약&nbsp;8~10%성장할&nbsp;것으로&nbsp;전망.&nbsp;전일&nbsp;산업통상자원부는&nbsp;올해&nbsp;반도체&nbsp;수출액이&nbsp;지난해보다&nbsp;10.2%&nbsp;증가한&nbsp;1,100억&nbsp;달러에&nbsp;이를&nbsp;것으로&nbsp;전망.&nbsp; <br /><br />인바이오젠 <br />(101140)&nbsp;Genoplan&nbsp;지분&nbsp;취득을&nbsp;통한&nbsp;코로나19&nbsp;자가진단키트&nbsp;사업&nbsp;진출&nbsp;기대감&nbsp;부각에&nbsp;강세&nbsp; <br />▷동사가&nbsp;지난&nbsp;12월31일정정공시를&nbsp;통해&nbsp;Genoplan&nbsp;Inc.&nbsp;주식&nbsp;233,454주(취득&nbsp;후&nbsp;지분율&nbsp;8.85%)&nbsp;취득&nbsp;예정일을&nbsp;당초&nbsp;2021년1월8일에서&nbsp;2020년12월31일로&nbsp;변경한&nbsp;가운데,&nbsp;이날&nbsp;Genoplan&nbsp;지분&nbsp;취득을&nbsp;통한&nbsp;코로나19&nbsp;자가진단키트&nbsp;사업&nbsp;진출&nbsp;기대감이&nbsp;부각되는&nbsp;모습.&nbsp;일부&nbsp;언론에&nbsp;따르면&nbsp;Genoplan은&nbsp;타액으로&nbsp;빠르게&nbsp;진단할&nbsp;수&nbsp;있는&nbsp;코로나19&nbsp;자가진단키트를&nbsp;개발해&nbsp;상용화에&nbsp;성공한&nbsp;업체이며,&nbsp;현재&nbsp;식약처,&nbsp;유럽CE인증,&nbsp;미국&nbsp;FDA&nbsp;승인&nbsp;절차를&nbsp;진행중인것으로&nbsp;알려짐.&nbsp; <br /><br />신풍제약 <br />(019170)&nbsp;英&nbsp;연구팀,&nbsp;피라맥스&nbsp;아프리카서&nbsp;코로나19&nbsp;임상&nbsp;3상&nbsp;진행&nbsp;예정&nbsp;소식에&nbsp;상승&nbsp; <br />▷전일&nbsp;일부&nbsp;언론에&nbsp;따르면,&nbsp;영국&nbsp;리버풀대학&nbsp;열대&nbsp;위생연구소가&nbsp;동사의&nbsp;항말라리아제&nbsp;'피라맥스'에&nbsp;대한&nbsp;코로나19&nbsp;치료효과&nbsp;검증을&nbsp;위해&nbsp;아프리카&nbsp;케냐&middot;부르키나파소에서임상&nbsp;3상을&nbsp;진행할&nbsp;것으로&nbsp;알려짐.&nbsp;이번&nbsp;임상은&nbsp;1월8일(현지시간)&nbsp;시작하며&nbsp;임상&nbsp;완료&nbsp;목표&nbsp;시점은&nbsp;2023년7월31일로&nbsp;전해짐.&nbsp; <br /><br />LG디스플레이 <br />(034220)&nbsp;4분기&nbsp;이익성장&nbsp;지속&nbsp;전망&nbsp;등에&nbsp;상승&nbsp; <br />▷유안타증권은&nbsp;동사에&nbsp;대해&nbsp;4분기&nbsp;매출액은&nbsp;7.3조원(+7.8%&nbsp;QoQ),&nbsp;영업이익은&nbsp;2,653억원(+61.5%&nbsp;QoQ)으로&nbsp;2개&nbsp;분기&nbsp;연속&nbsp;영업흑자를&nbsp;달성할&nbsp;것으로&nbsp;전망.&nbsp;이는&nbsp;아이폰12&nbsp;시리즈향&nbsp;POLED&nbsp;공급&nbsp;확대에&nbsp;따른&nbsp;OLED부문&nbsp;적자폭&nbsp;축소와&nbsp;LCD&nbsp;패널가격&nbsp;업사이클&nbsp;지속에&nbsp;따른&nbsp;LCD&nbsp;TV&nbsp;부문&nbsp;이익&nbsp;기여도&nbsp;상승&nbsp;등&nbsp;때문으로&nbsp;분석. <br />▷아울러&nbsp;통상&nbsp;상반기는&nbsp;계절적비수기로&nbsp;실적&nbsp;다운사이클이&nbsp;나타나는&nbsp;시기이나,&nbsp;올해는&nbsp;예년과&nbsp;달리&nbsp;그&nbsp;영향이&nbsp;크지&nbsp;않을&nbsp;것으로&nbsp;판단.&nbsp;이는&nbsp;1분기&nbsp;LCD&nbsp;패널&nbsp;가격&nbsp;업사이클지속&nbsp;및&nbsp;POLED&nbsp;부문&nbsp;실적&nbsp;개선&nbsp;전망&nbsp;등&nbsp;때문으로&nbsp;분석. <br />▷투자의견&nbsp;:&nbsp;BUY[유지],&nbsp;목표주가&nbsp;:&nbsp;17,500원&nbsp;&rarr;&nbsp;21,000원[상향]&nbsp; <br /><br />진에어 <br />(272450)&nbsp;LCC&nbsp;구조&nbsp;개편&nbsp;최대&nbsp;수혜&nbsp;전망&nbsp;등에&nbsp;상승&nbsp; <br />▷하이투자증권은&nbsp;동사에&nbsp;대해&nbsp;LCC&nbsp;시장&nbsp;구조&nbsp;개편의&nbsp;가장&nbsp;큰&nbsp;수혜를&nbsp;볼&nbsp;것으로&nbsp;예상.&nbsp;산업은행이&nbsp;대한항공의&nbsp;아시아나항공&nbsp;인수를&nbsp;추진하면서&nbsp;동사,&nbsp;에어부산,&nbsp;에어서울의&nbsp;통합을&nbsp;제시한&nbsp;가운데,&nbsp;3사가&nbsp;통합되면&nbsp;가장&nbsp;규모가&nbsp;큰&nbsp;동사를&nbsp;중심으로&nbsp;통합될&nbsp;가능성이&nbsp;높다고&nbsp;판단. <br />▷아울러&nbsp;이스타항공의&nbsp;시장점유율&nbsp;11.3%도&nbsp;생존한&nbsp;업체들이&nbsp;가져간다고&nbsp;보면&nbsp;동사의&nbsp;LCC&nbsp;국제선&nbsp;시장&nbsp;점유율은&nbsp;40%를&nbsp;상회할&nbsp;가능성이&nbsp;높을&nbsp;것으로&nbsp;분석. <br />▷투자의견&nbsp;:&nbsp;BUY[유지],&nbsp;목표주가&nbsp;:&nbsp;14,000원&rarr;&nbsp;17,000원[상향]&nbsp; <br /><br />진원생명과학 <br />(011000)&nbsp;코로나19&nbsp;감염방지&nbsp;코&nbsp;스프레이&nbsp;치료제&nbsp;'GLS-1200'&nbsp;美&nbsp;특허&nbsp;등록&nbsp;소식에&nbsp;소폭&nbsp;상승&nbsp; <br />▷동사는&nbsp;언론을&nbsp;통해코로나19&nbsp;감염방지&nbsp;코&nbsp;스프레이&nbsp;치료제&nbsp;및&nbsp;축농증&nbsp;치료제인&nbsp;'GLS-1200'의&nbsp;원천&nbsp;기술&nbsp;특허를&nbsp;미국&nbsp;특허청에&nbsp;등록했다고&nbsp;밝힘.&nbsp;해당&nbsp;특허는&nbsp;'호흡기&nbsp;질환&nbsp;진단&nbsp;및&nbsp;치료'라는&nbsp;제목(특허번호:&nbsp;US10,881,698)으로&nbsp;호흡기&nbsp;상기도&nbsp;부위의&nbsp;쓴맛&nbsp;수용체를&nbsp;자극해&nbsp;세균&nbsp;감염을&nbsp;치료하는&nbsp;선천성면역을&nbsp;유도하는&nbsp;물질과&nbsp;이를&nbsp;이용해&nbsp;의약품을&nbsp;개발하는&nbsp;모든&nbsp;것을&nbsp;포함함.&nbsp; <br /><br />카카오 <br />(035720)&nbsp;4분기&nbsp;실적&nbsp;컨센서스&nbsp;부합&nbsp;전망에&nbsp;등에&nbsp;소폭&nbsp;상승&nbsp; <br />▷이베스트투자증권은&nbsp;동사에&nbsp;대해&nbsp;4분기&nbsp;연결기준&nbsp;매출액과&nbsp;영업이익이&nbsp;각각&nbsp;1조2,471억원(전년동기대비&nbsp;+47.1%),&nbsp;1,433억원(전년동기대비&nbsp;+80.0%)을&nbsp;기록해&nbsp;시장&nbsp;컨센서스에&nbsp;부합할&nbsp;것으로&nbsp;전망.&nbsp;포털비즈는&nbsp;기존&nbsp;성장&nbsp;정체&amp;코로나19&nbsp;영향으로&nbsp;부진이&nbsp;이어지고&nbsp;있으나,&nbsp;톡비즈(비즈보드,&nbsp;커머스&nbsp;중심),&nbsp;신사업(페이,&nbsp;모빌리티&nbsp;중심)은&nbsp;올해&nbsp;매&nbsp;분기&nbsp;폭발적인&nbsp;성장세가&nbsp;지속되었으며&nbsp;4분기에도&nbsp;성장세가&nbsp;지속되며&nbsp;포털비즈&nbsp;부진을&nbsp;상쇄할&nbsp;것으로&nbsp;전망. <br />▷실적&nbsp;전망치&nbsp;상향&nbsp;및카카오페이,&nbsp;카카오뱅크&nbsp;등&nbsp;주요&nbsp;자회사&nbsp;가치&nbsp;상향에&nbsp;따라&nbsp;목표주가를&nbsp;상향&nbsp;조정한다고&nbsp;밝힘.&nbsp; <br />▷투자의견&nbsp;:&nbsp;BUY[유지],&nbsp;목표주가&nbsp;:&nbsp;460,000원&nbsp;&rarr;&nbsp;500,000원[상향]&nbsp; <br /><br />두산퓨얼셀 <br />(336260)&nbsp;박정원&nbsp;회장&nbsp;등&nbsp;오너일가&nbsp;보유지분&nbsp;일부&nbsp;매각&nbsp;등에&nbsp;하락&nbsp; <br />▷최대주주의&nbsp;특수관계인인&nbsp;박정원&nbsp;외&nbsp;9인이&nbsp;동사지분&nbsp;중&nbsp;보통주식&nbsp;5,327,270주(보통주&nbsp;기준&nbsp;지분율&nbsp;8.13%)를&nbsp;시간외대량매매&nbsp;방식으로&nbsp;매각했다고&nbsp;공시.&nbsp;특수관계인인&nbsp;박정원&nbsp;외&nbsp;9인의&nbsp;보유주식현황은&nbsp;변동&nbsp;전&nbsp;30,512,783주(지분율&nbsp;46.59%)에서&nbsp;변동&nbsp;후&nbsp;25,185,513주(지분율&nbsp;38.45%)임.&nbsp;</p> 【특징주】 일일 특징주 cmg제약 급등주 두산퓨얼셀 압타바이오 오르비텍 제넨바이오 진원생명과학 카카오 테마주 한미사이언스 개미날다TV https://antflying.tistory.com/224 https://antflying.tistory.com/224#entry224comment Wed, 6 Jan 2021 21:15:27 +0900