À¯¾ÈŸ ¸®¼Ä¡¼¾ÅÍ µ¥Àϸ® ¼½ÅÍ News & Comments(06/09)
¡á ¹ÝµµÃ¼ ÀÌÀçÀ±(02-3770-5727)
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- »ó½Â: TSMC +1.7%, ASE +1.5%
- Ç϶ô: Intel -5.3%, Western Digital -4.1%, AMD -3.2%
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TSMC reiterates 30% growth goal for 2022, citing surging demand from auto, HPC sectors
- link: https://bit.ly/3zrZCCJ
UMC sees May revenue hit another record high
- link: https://bit.ly/3H9FKGy
¡á µð½ºÇ÷¹ÀÌ/ÀÌÂ÷ÀüÁö ±è±¤Áø(02-3770-5594)
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- »ó½Â: Baoan +3.2%, Umicore +0.2%, CATL +0.2%
- Ç϶ô: UDC -2.7%, Panasonic -0.8%, BOE -0.5%
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"ñ顼 ÁúÁÖ¿¡ K-Àü±âÂ÷¡¤¹èÅ͸® ¼¼°è ½ÃÀå Á¡À¯À² Ç϶ô"
- link: https://bit.ly/3xcirqV
SKC, Çʸ§»ç¾÷ 1.6Á¶¿¡ ¸Å°¢¡¦"ÀÌÂ÷ÀüÁö¡¤¹ÝµµÃ¼ ÁýÁßÅõÀÚ"
- link: https://bit.ly/3NYFLiC
SUV Àü±âÂ÷ 'Æú½ºÅ¸ 3' 10¿ù °ø°³
- link: https://bit.ly/3NwvpXz
¡á Àü±â/ÀüÀÚ ¹é±æÇö(02-3770-5635)
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- »ó½Â: Sunny Optics +3.2%, Electrolux +1.8%, Murata +1.7%
- Ç϶ô: Qorvo -1.9%, Skyworks -1.8%, Whirlpool -1.6%
¢º️News & Data
»ï¼ºÀü±â, Å×½½¶ó ÀÚÀ²ÁÖÇàÂ÷ '´«' ¸¸µç´Ù¡¦5Á¶ 'ÀèÆÌ'
- link: https://bit.ly/3msX0Ni
Yageo reports revenue of NT$10.53 billion for May
- link: https://bit.ly/3H4gdhP
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- link: https://bit.ly/3Qagd48
New iPhone shipments reportedly unaffected by market slowdown
- link: https://bit.ly/3zrm1Qv
ASE, Unimicron to provide packaging, related substrates for new Apple M2 chip
- link: https://bit.ly/3H97qeI
¡á ÈÇÐ/Á¤À¯ Ȳ±Ô¿ø(02-3770-5607)
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- »ó½Â: ExxonMobil +1.2%, BASF +1.0%, Sinopec +0.7%
- Ç϶ô: Reliance -1.8%, DuPont -0.5%, LUKoil -0.4%
¡á ö°/±Ý¼Ó/ÀÚµ¿Â÷ ÀÌÇö¼ö(02-3770-5718)
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- »ó½Â: Baoshan +1.8%, JFE Holdings +0.6%
- Ç϶ô: U.S. Steel -5.8%, ArcelorMittal -3.3%, Nucor -2.9%
¢º️±Û·Î¹ú ÀÚµ¿Â÷ ±â¾÷ ÁÖ°¡
- »ó½Â: BYD +4.0%, NIO +3.7%, Toyota +1.8%
- Ç϶ô: GM -1.8%
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Çö´ëÂ÷ ¿ï»ê°øÀå ¸ØÃ缱⠹ݺ¹.. ȹ°¿¬´ë Æľ÷ 'Á÷°Ýź'
- link: https://bit.ly/3MtR9BN
Áß±¹ BYD "Å×½½¶ó¿¡ ¹èÅ͸® °ø±ÞÇÒ °Í"
- link: https://bit.ly/3Q5NkG5
ñé ¹ÙÀ̵Î, Àü±âÀÚÀ²ÁÖÇàÂ÷ ¡®·Îº¿¡¯ ÄÁ¼Á °ø°³. ³»³âºÎÅÍ ¾ç»ê. ÆǸŠ°³½Ã
- link: https://bit.ly/3NXV2QA
Five automakers defend California in lawsuit challenging state's vehicle emissions authority
- link: https://bit.ly/3MAyuEG
¡á °Ç¼³/°ÇÀÚÀç ±è±â·æ(02-3770-3521)
¢º️±Û·Î¹ú °Ç¼³ ±â¾÷ ÁÖ°¡
- »ó½Â: JGC +12.0%, Chiyoda +8.0%
- Ç϶ô: Fluor -1.4%, Saipem -1.0%, Technicas -0.9%
¡á Åë½Å¼ºñ½º/ÁöÁÖȸ»ç ÃÖ³²°ï(02-3770-5604)
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- »ó½Â: Siegfried +1.6%
- Ç϶ô: Plug Power -1.6%, AT&T -0.4%, Verizon -0.2%
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ÀÌÅë»ç ¾Ë¶ãÆù ARPU, LG-KT-SK¼ø...Àü¹ÝÀû Ç϶ô Ãß¼¼
- link: https://bit.ly/3H89CTn
SKÀ̾ؿ¡½º '¹Ù·Î»ç °¡½ºÀü', È£ÁÖ ÇöÁö¿øÁֹΰú ÀÕ´Ü ¼Ò¼Û¡¤¡¤¡¤ESG ¸®½ºÅ© ¾î¼³ª
- link: https://bit.ly/3zvvUgb
¡á ÀÎÅͳÝ/°ÔÀÓ ÀÌ⿵(02-3770-5596)
¢º️±Û·Î¹ú ÀÎÅͳÝ/°ÔÀÓ ±â¾÷ ÁÖ°¡
- »ó½Â: Tencent +6.5%, Baidu +1.5%, Salesforce +1.1%
- Ç϶ô: Amazon -1.5%, EA -1.2%, Paypal -1.2%
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³×À̹ö, ÷´Ü ±â¼ú À¶ÇÕÇØ ¡®¹Ì·¡Çü °ø°£¡¯ »ó¿ëÈ ³ª¼±´Ù
- link: https://bit.ly/3xruwtz
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- link: https://bit.ly/3tn6sWn
¡á ÈÀåÇ°/À½½Ä·á ¹ÚÀºÁ¤(02-3770-5597)
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- »ó½Â: YSG +10.0%, KOSE +1.4%
- Ç϶ô: Shanghai Jahwa -1.4%, Estee Lauder -1.3%, P&G -1.2%
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- »ó½Â: Ajinomoto +1.7%, Asahi +0.3%
- Ç϶ô: Philip Morris -2.6%, MDLZ -1.0%, EVK -0.9%
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ñ鸮Ŀâ ¡°¼öÃâ º¸ÀåÇؾß" ¹°·ù Á¤»óÈ Áö½Ã
- link: https://bit.ly/3tq3mku
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- link: https://bit.ly/3xyNj6r
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- link: https://bit.ly/3zo2X5X
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- link: https://bit.ly/3xy0MLL
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- link: https://bit.ly/3xBsfuX
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- link: https://bit.ly/3mttjLV
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- link: https://bit.ly/3tMDpMj
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- link: https://bit.ly/3H93I4M
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- link: https://bit.ly/3NCO1VH
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- link: https://bit.ly/3Mz6lO8
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- link: https://bit.ly/3NDK7fa
¡á ¼Ò¸Å/À¯Åë ÀÌÁøÇù(02-3770-5659)
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- »ó½Â: Coupang +6.5%, Shopify +2.8%, Nordstrom +1.8%
- Ç϶ô: Dufry -1.9%, Amazon -1.5%, Macy's -0.9%
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¸é¼¼Á¡ ÀÓ´ë·á °¨¸é, 6¿ù Á¾·á¡¦ÇϹݱâ ÀÔÂû ¿Ü¸é ¹ÞÀ»¶ó
- link: https://bit.ly/3Nznn01
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- link: https://bit.ly/3mub9ty
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- link: https://bit.ly/3Q8Es2m
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- link: https://bit.ly/393jh1b
ÇϳªÅõ¾î, ÀϺ» ´Üü°ü±¤ Àç°³ ¾ÕµÎ°í ¿¹¾à 284% ¶Ù¾î
- link: https://bit.ly/3O7wp4l
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- link: https://bit.ly/3Q6KBfF
¡á ÀºÇà/Áõ±Ç/º¸Çè Á¤ÅÂÁØ(02-3770-5585)
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- »ó½Â: Credit Suisse +3.8%
- Ç϶ô: Morgan Stanley -2.5%, Goldman Sachs -2.1%, Swiss Re -1.6%
¢º️News & Data
- 6¿ù 8ÀÏ °Å·¡´ë±Ý 14.5Á¶¿ø (vs. 2021³â Æò±Õ 27.3Á¶¿ø, 2Q21 Æò±Õ 27.1Á¶¿ø, 1Q22 Æò±Õ 19.8Á¶¿ø, 2Q22 ´©Àû Æò±Õ 17.5Á¶¿ø)
- 6¿ù 7ÀÏ ½Å¿ë°ø¿© ÀÜ°í 41.7Á¶¿ø (vs. 2021³â Æò±Õ 42.0Á¶¿ø, 2Q21 Æò±Õ 41.7Á¶¿ø, 1Q22 Æò±Õ 41.6Á¶¿ø, 2Q22 ´©Àû Æò±Õ 42.1Á¶¿ø)
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