Forwarded from KB/화학/배터리 전우제
오타는 아니었고 (Y 위원님 확인해주심), 122$은 현물가격으로 확인됩니다. 근데 선물가격 106$을 보는게 맞기는 할듯합니다. 보통 선물 = 현물 차이가 거의 없어서 비슷하긴 한데,
dubai 현물 시장은 50~100만b/d (선박 0.25~1대분) 수준으로 선물시장이 (1500~3000만b/d) 20~30배 커서 큽니다
아마 최근 전쟁으로 급해져 현물이 먼저 급등하고, 1) 이에 따라 선물도 좀 오르는 방향, 2) 휘발유/디젤도 추가로 상승해서 정제마진은 다시 회복될듯합니다...
*일단은 오늘 정제마진에 +16$/b (현-선물차), 여기에 추가로 WTI나 Brent를 쓰는 부분에 대해서는 한번더 (운임, 성상 차이는 있음) +10$/5$ 추가 해주시면될거 같습니다
dubai 현물 시장은 50~100만b/d (선박 0.25~1대분) 수준으로 선물시장이 (1500~3000만b/d) 20~30배 커서 큽니다
아마 최근 전쟁으로 급해져 현물이 먼저 급등하고, 1) 이에 따라 선물도 좀 오르는 방향, 2) 휘발유/디젤도 추가로 상승해서 정제마진은 다시 회복될듯합니다...
*일단은 오늘 정제마진에 +16$/b (현-선물차), 여기에 추가로 WTI나 Brent를 쓰는 부분에 대해서는 한번더 (운임, 성상 차이는 있음) +10$/5$ 추가 해주시면될거 같습니다
Forwarded from 여의도스토리 Ver2.0-习近平是个狗东西
현대차, ‘꿈의 에너지’ 핵융합 추진…美 CFS 투자자로 참여
https://v.daum.net/v/20260910141927728?f=o
https://v.daum.net/v/20260910141927728?f=o
Daum | 에너지경제
현대차, ‘꿈의 에너지’ 핵융합 추진…美 CFS 투자자로 참여
현대자동차그룹이 '꿈의 에너지'로 불리는 핵융합 발전에 투자한다. 단순 재무적 투자를 넘어 향후 핵융합 발전소 건설과 관련 인프라 등에서 현대차그룹이 보유한 산업·엔지니어링 역량을 활용하는 방안을 모색할 전망이다. 미국 핵융합 개발 기업 커먼웰스 퓨전시스템(CFS)은 현대차그룹이 최근 진행한 10억달러(약 1조3500억원) 규모 투자 유치에 투자자로
Forwarded from Pluto Research
BrinK에서 Pluto Research 유료 멤버십을 곧 오픈할 예정입니다.
네이버 프리미엄과 동시 개시입니다.
오픈에 앞서 BrinK 채널을 먼저 소개합니다. 관심 있으신 분들은 미리 둘러봐 주세요.
Pluto Research Link
네이버 프리미엄과 동시 개시입니다.
오픈에 앞서 BrinK 채널을 먼저 소개합니다. 관심 있으신 분들은 미리 둘러봐 주세요.
Pluto Research Link
BrinK
Pluto Research | BrinK
Pluto Research의 콘텐츠와 인사이트를 확인해보세요.
VC DEALS
Legal AI startup Harvey raised a $550 million round led by Lightspeed and Diffusion at a $15.5 billion valuation.
Biotech Encoded Therapeutics, which focuses on treatments for neurological disorders, secured a $275 million Series F led by GV.
Cylake, the developer of a cybersecurity platform, raised $245 million through a convertible note financing that included Lightspeed, Picture Capital and Redpoint Ventures.
Harbour BioMed partner company Solstice Oncology, a cancer-focused biotech, launched with a $225 million Series A led by RA Capital Management.
Mistral‘s robotics chief, Olivier Duchenne, is raising €200 million for a new robotics specialist, Sifted reported.
Clay, an AI startup developing a go-to-market engine, raised a $115 million Series D led by Wellington at a $7.1 billion valuation.
Savvy Wealth, which develops a registered investment adviser platform, secured a $100 million Series C led by Halo Fund at a $600 million valuation.
TwoStep Therapeutics, which focuses on peptide-drug conjugates to treat tumors, received a $62.5 million Series A led by Insight Partners and Medical Excellence Capital.
Cardiac monitoring platform developer Implicity secured a $40 million round led by Iris and Five Arrows.
Limetax, a Berlin-based agentic-first accounting and tax advisory startup, secured €6 million in equity led by Motive Partners and €30 million in debt from German banks.
Wint, the developer of a water management platform for buildings, raised a $36 million Series D led by LIP Ventures and Inven Capital.
Payments infrastructure startup Latitude secured a $35 million Series A led by Oak HC/FT.
Euno, a startup developing an AI context platform for enterprise data, raised a $23 million Series A led by N47.
CloudNC, a London-based developer of AI software for precision machining, raised $20 million in a round led by Nimble Ventures.
System Laboratories, which operates a platform giving patients access to peptide treatments, raised a $20 million round from investors including Patron Fund, Vine and Courtside.
Fundcraft, a Luxembourg-based provider of digital fund operations for the alternative asset management industry, received €12 million in a round led by Riverside Acceleration Capital and CCAP Investments.
Paris-based customer predictive analytics startup Actionable raised $10 million in a round led by Hi Inov.
Factory orchestration platform developer Harmoni raised a $10 million Series A led by Bessemer Venture Partners.
PE DEALS
Silver Lake plans to merge its two France-based software portfolio companies, Cegid and Silae, into a combined group valued at more than €10 billion.
Cerberus Capital Management agreed to acquire most of the businesses in Goodwin‘s Mechanical Engineering Division, which serves the aerospace, defense and nuclear industries, for about £1.1 billion.
A consortium of investors including Alpha Wave Global, Premji Invest, Temasek and BlackRock agreed to acquire a minority stake in Adani Airport Holdings, the airport arm of the Adani Group, in a 98.25 billion rupee ($1 billion) deal that values the business at $18 billion.
LIV Golf, the Saudi Arabia-backed professional golf circuit, has filed for Chapter 11 bankruptcy in New Jersey with liabilities of between $500 million and $1 billion, and has confirmed a preliminary deal with BC Partners to back a restructured version of the league.
The co-founders of Hyrox have bought back Infront Sports & Media‘s majority stake in the German fitness-racing company alongside a consortium led by L Catterton, in a deal that values the business at €600 million.
HIG Capital invested in Click Here Digital, a Louisiana-based digital marketing agency.
Main Capital Partners acquired a majority stake in VWE Automotive, a Dutch provider of software for car businesses.
Thoma Bravo invested in Australia-based workforce management, payroll and HR platform developer Tanda.
Rotunda Capital Partners-backed construction equipment company American Equipment Solutions acquired BC Wire Rope & Rigging, which provides ropes, chains and other equipment.
PORTFOLIO COMPANIES
Indonesia-based Zankore, which is backed by Nvidia, agreed to a $3.1 billion loan to purchase advanced GPUs for its AI factory.
Envestnet agreed to acquire Boston-based Vestmark, a provider of portfolio management, trading and tax technology for wealth management firms.
EXITS
Belron, a windshield repair company backed by Hellman & Friedman, Singapore sovereign wealth fund GIC and BlackRock, is considering an IPO.
Blackstone is considering a sale of ZO Skin Health, a skincare products company that could be valued at around $2 billion in a deal, Reuters reported.
FUNDRAISING
JPMorgan Asset Management closed its second US net lease real estate fund on $1.1 billion.
Peterson Partners raised a $510 million single-asset continuation vehicle for Kelso Industries, a Utah-based provider of mechanical, electric and plumbing services. The vehicle was led by NorthSands Capital.
INVESTORS
EQT launched EQT Nexus Asia, an evergreen strategy designed to provide eligible investors access to its Asia-Pacific PE platform across large-cap and mid-market strategies.
Legal AI startup Harvey raised a $550 million round led by Lightspeed and Diffusion at a $15.5 billion valuation.
Biotech Encoded Therapeutics, which focuses on treatments for neurological disorders, secured a $275 million Series F led by GV.
Cylake, the developer of a cybersecurity platform, raised $245 million through a convertible note financing that included Lightspeed, Picture Capital and Redpoint Ventures.
Harbour BioMed partner company Solstice Oncology, a cancer-focused biotech, launched with a $225 million Series A led by RA Capital Management.
Mistral‘s robotics chief, Olivier Duchenne, is raising €200 million for a new robotics specialist, Sifted reported.
Clay, an AI startup developing a go-to-market engine, raised a $115 million Series D led by Wellington at a $7.1 billion valuation.
Savvy Wealth, which develops a registered investment adviser platform, secured a $100 million Series C led by Halo Fund at a $600 million valuation.
TwoStep Therapeutics, which focuses on peptide-drug conjugates to treat tumors, received a $62.5 million Series A led by Insight Partners and Medical Excellence Capital.
Cardiac monitoring platform developer Implicity secured a $40 million round led by Iris and Five Arrows.
Limetax, a Berlin-based agentic-first accounting and tax advisory startup, secured €6 million in equity led by Motive Partners and €30 million in debt from German banks.
Wint, the developer of a water management platform for buildings, raised a $36 million Series D led by LIP Ventures and Inven Capital.
Payments infrastructure startup Latitude secured a $35 million Series A led by Oak HC/FT.
Euno, a startup developing an AI context platform for enterprise data, raised a $23 million Series A led by N47.
CloudNC, a London-based developer of AI software for precision machining, raised $20 million in a round led by Nimble Ventures.
System Laboratories, which operates a platform giving patients access to peptide treatments, raised a $20 million round from investors including Patron Fund, Vine and Courtside.
Fundcraft, a Luxembourg-based provider of digital fund operations for the alternative asset management industry, received €12 million in a round led by Riverside Acceleration Capital and CCAP Investments.
Paris-based customer predictive analytics startup Actionable raised $10 million in a round led by Hi Inov.
Factory orchestration platform developer Harmoni raised a $10 million Series A led by Bessemer Venture Partners.
PE DEALS
Silver Lake plans to merge its two France-based software portfolio companies, Cegid and Silae, into a combined group valued at more than €10 billion.
Cerberus Capital Management agreed to acquire most of the businesses in Goodwin‘s Mechanical Engineering Division, which serves the aerospace, defense and nuclear industries, for about £1.1 billion.
A consortium of investors including Alpha Wave Global, Premji Invest, Temasek and BlackRock agreed to acquire a minority stake in Adani Airport Holdings, the airport arm of the Adani Group, in a 98.25 billion rupee ($1 billion) deal that values the business at $18 billion.
LIV Golf, the Saudi Arabia-backed professional golf circuit, has filed for Chapter 11 bankruptcy in New Jersey with liabilities of between $500 million and $1 billion, and has confirmed a preliminary deal with BC Partners to back a restructured version of the league.
The co-founders of Hyrox have bought back Infront Sports & Media‘s majority stake in the German fitness-racing company alongside a consortium led by L Catterton, in a deal that values the business at €600 million.
HIG Capital invested in Click Here Digital, a Louisiana-based digital marketing agency.
Main Capital Partners acquired a majority stake in VWE Automotive, a Dutch provider of software for car businesses.
Thoma Bravo invested in Australia-based workforce management, payroll and HR platform developer Tanda.
Rotunda Capital Partners-backed construction equipment company American Equipment Solutions acquired BC Wire Rope & Rigging, which provides ropes, chains and other equipment.
PORTFOLIO COMPANIES
Indonesia-based Zankore, which is backed by Nvidia, agreed to a $3.1 billion loan to purchase advanced GPUs for its AI factory.
Envestnet agreed to acquire Boston-based Vestmark, a provider of portfolio management, trading and tax technology for wealth management firms.
EXITS
Belron, a windshield repair company backed by Hellman & Friedman, Singapore sovereign wealth fund GIC and BlackRock, is considering an IPO.
Blackstone is considering a sale of ZO Skin Health, a skincare products company that could be valued at around $2 billion in a deal, Reuters reported.
FUNDRAISING
JPMorgan Asset Management closed its second US net lease real estate fund on $1.1 billion.
Peterson Partners raised a $510 million single-asset continuation vehicle for Kelso Industries, a Utah-based provider of mechanical, electric and plumbing services. The vehicle was led by NorthSands Capital.
INVESTORS
EQT launched EQT Nexus Asia, an evergreen strategy designed to provide eligible investors access to its Asia-Pacific PE platform across large-cap and mid-market strategies.
Forwarded from Kael Playground
오픈AI, 월가 겨냥한 '금융 특화 챗GPT' 공개..."기업 분석부터 보고서 생성까지"
https://www.aitimes.com/news/articleView.html?idxno=215141
https://www.aitimes.com/news/articleView.html?idxno=215141
텔레 렉카도 seo > geo 트렌드처럼
Llm에 글감납품하는 생산수단이 되어야지 살아남을수 있겠다는 생각
트래픽으로는 이길수없다...
Llm에 글감납품하는 생산수단이 되어야지 살아남을수 있겠다는 생각
트래픽으로는 이길수없다...
Forwarded from Market News Feed
*NVIDIA IS EXPECTED TO ANCHOR ANTHROPIC IPO
*NVIDIA PLANS TO INVEST UP TO $10 BILLION IN ANTHROPIC IPO
*ANTHROPIC SEEKS TO RAISE UP TO $100B IN AN IPO VALUING THE STARTUP AT $2T
*ANTHROPIC'S LISTING IS EXPECTED TO COMPLETE BEFORE THE U.S. MIDTERM ELECTIONS IN NOVEMBER
$NVDA ...
*NVIDIA PLANS TO INVEST UP TO $10 BILLION IN ANTHROPIC IPO
*ANTHROPIC SEEKS TO RAISE UP TO $100B IN AN IPO VALUING THE STARTUP AT $2T
*ANTHROPIC'S LISTING IS EXPECTED TO COMPLETE BEFORE THE U.S. MIDTERM ELECTIONS IN NOVEMBER
$NVDA ...
Forwarded from 에테르의 일본&미국 리서치
삼성전자·SK하이닉스, '25조 전기료 선납' 한전 제안 거절 | 연합뉴스
https://www.yna.co.kr/view/AKR20260914012700003?input=1195m
https://www.yna.co.kr/view/AKR20260914012700003?input=1195m
연합뉴스
삼성전자·SK하이닉스, '25조 전기료 선납' 한전 제안 거절 | 연합뉴스
(서울=연합뉴스) 조성흠 기자 = 삼성전자와 SK하이닉스가 한국전력이 제안한 5년 치 전기요금 25조원 선납 방안을 거절한 것으로 알려졌다.
Forwarded from AWAKE - 실시간 주식 공시 정리채널
2026.09.14 11:58:09
기업명: 미트박스(시가총액: 495억) A475460
보고서명: 주식등의대량보유상황보고서(약식)
대표보고 : 박진호(73년생)/대한민국
보유목적 : 단순투자
보고전 : 10.25%
보고후 : 11.03%
보고사유 : 주식취득(양수)
* (주)더맛있는하루
2026-09-10/장내매수(+)/보통주/ 31,560주/-
* 박진호
2026-09-10/장내매수(+)/보통주/ 12,565주/-
공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260914000080
종목공시 : https://www.awakeplus.co.kr/disclosure/475460
기업명: 미트박스(시가총액: 495억) A475460
보고서명: 주식등의대량보유상황보고서(약식)
대표보고 : 박진호(73년생)/대한민국
보유목적 : 단순투자
보고전 : 10.25%
보고후 : 11.03%
보고사유 : 주식취득(양수)
* (주)더맛있는하루
2026-09-10/장내매수(+)/보통주/ 31,560주/-
* 박진호
2026-09-10/장내매수(+)/보통주/ 12,565주/-
공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260914000080
종목공시 : https://www.awakeplus.co.kr/disclosure/475460
근황
사지방 없어짐(리모델링한다고 뜯음. 다시 생길지 확신이 없음.)
집 가고 싶음
휴가는 제법 자주 나감
폰으로 꾸역꾸역 쫓아가보려고 하는데 시간도 없고 무엇보다 화면이 작아서 어려움
근데 난 군면제 걸어줘도 못했을 듯
사지방 없어짐(리모델링한다고 뜯음. 다시 생길지 확신이 없음.)
집 가고 싶음
휴가는 제법 자주 나감
폰으로 꾸역꾸역 쫓아가보려고 하는데 시간도 없고 무엇보다 화면이 작아서 어려움
근데 난 군면제 걸어줘도 못했을 듯
❤1
VC DEALS
Riyadh-based buy-now, pay-later fintech company Tabby raised a new round at a $6.5 billion valuation led by Blue Pool Capital.
Temporal, the developer of an open-source platform for running AI systems, raised a $550 million Series E led by Lightspeed, Wellington Management, Growth Equity at Goldman Sachs Alternatives and Tiger Global at a $12.55 billion valuation.
Construction intelligence platform developer Buildots secured a $130 million round led by OG Venture Partners.
Crypto data services provider Kaiko extended its Series B to $110 million with an investment from S&P Global.
Stockholm-based Tandem Health secured $100 million in a Series B led by the EU-backed Scaleup Europe Fund, which is managed by EQT.
Archy, the developer of dental practice management tools, received a $50 million Series C led by JMI Equity.
Flam, an AI media content startup, raised a $40 million Series B led by QED Investors.
Impossible Objects, which develops industrial-scale 3D printing technology for manufacturing, raised a $40 million Series B led by Inflection Equity.
BRKZ, a Riyadh-based developer of an AI-enabled building materials procurement platform, raised $31 million in debt and equity in a round led by Wa’ed Ventures and 500 Global.
Health insurance administration platform developer Nara Health secured $14 million across its pre-seed and seed rounds led by Khosla Ventures.
Cancer-focused biotech startup Shennon Biotechnologies raised a $12 million round from investors including Future Ventures, NextGen Venture Partners and Samos Investments.
Brussels-based financial infrastructure specialist Chift secured a €10.5 million Series A led by BlackFin Capital Partners.
Resolutiion, a London-based developer of an AI operating system for conflict management, raised $10.4 million from investors including Cherry Ventures, LocalGlobal and Octopus Ventures.
PE DEALS
A consortium led by DFO Management and Lux Capital-backed Sequence Holdings agreed to a $7.7 billion take-private deal for The Baldwin Group, an insurance broker.
The Carlyle Group agreed to acquire Canada-based oil and gas company Parallax from Carnelian Energy Capital.
Main Capital Partners agreed to acquire the operating subsidiaries of Tribal Group, a UK education software and student information systems provider listed on London’s AIM, in a take-private transaction.
Aurelius agreed to purchase Hain International, a UK-based healthy food and beverage business, from Nasdaq-listed The Hain Celestial Group.
Alpine Investors launched Eight Group Service Partners, a UK-based facilities management platform operator focused on mechanical, electrical, and compliance-driven building services, seeding it with nine partner businesses.
Palliser Capital urged the board of Recordati, a Milan-based drugmaker, to withdraw its support for CVC Capital Partners and Groupe Bruxelles Lambert‘s €51.29 per share take-private offer.
EXITS
Vista Equity Partners is considering a sale of Finastra, a developer of financial software that could be valued at up to $12 billion in a deal, Reuters reported.
Trilantic-backed Sofie Biosciences, which specializes in chemicals used in medical imaging, is in talks to be acquired by GE HealthCare Technologies in a $1 billion deal, Financial Times reported.
CVC Capital Partners-backed property insurer Bamboo Insurance Services is seeking to raise up to $700 million in its IPO.
Immunology-focused biotech Electra Therapeutics, which is backed by OrbiMed, is looking to raise about $347 million in its IPO.
First Reserve portfolio company Trillium Flow Technologies agreed to sell its wastewater technology business, Trillium Pumps US, to NYSE-listed Crane Company in a $240 million deal.
Y Combinator-backed note-taking platform developer Fathom agreed to be acquired by Superhuman.
FUNDRAISING
PSG Equity raised €4.4 billion for PSG Europe III, which is targeting investments in Europe-based software companies.
Digital health-focused investor Transformation Capital closed on $850 million for its fourth fund.
AI-focused growth investor Intrepid Growth Partners launched with $525 million raised for its first fund.
CORPORATE M&A
Forvia is exploring a sale of Clarion Electronics, a Japanese automotive electronics unit, as the French supplier seeks to reduce debt and simplify its portfolio, Bloomberg reported.
Sazerac acquired Au Vodka, a UK spirits maker.
Riyadh-based buy-now, pay-later fintech company Tabby raised a new round at a $6.5 billion valuation led by Blue Pool Capital.
Temporal, the developer of an open-source platform for running AI systems, raised a $550 million Series E led by Lightspeed, Wellington Management, Growth Equity at Goldman Sachs Alternatives and Tiger Global at a $12.55 billion valuation.
Construction intelligence platform developer Buildots secured a $130 million round led by OG Venture Partners.
Crypto data services provider Kaiko extended its Series B to $110 million with an investment from S&P Global.
Stockholm-based Tandem Health secured $100 million in a Series B led by the EU-backed Scaleup Europe Fund, which is managed by EQT.
Archy, the developer of dental practice management tools, received a $50 million Series C led by JMI Equity.
Flam, an AI media content startup, raised a $40 million Series B led by QED Investors.
Impossible Objects, which develops industrial-scale 3D printing technology for manufacturing, raised a $40 million Series B led by Inflection Equity.
BRKZ, a Riyadh-based developer of an AI-enabled building materials procurement platform, raised $31 million in debt and equity in a round led by Wa’ed Ventures and 500 Global.
Health insurance administration platform developer Nara Health secured $14 million across its pre-seed and seed rounds led by Khosla Ventures.
Cancer-focused biotech startup Shennon Biotechnologies raised a $12 million round from investors including Future Ventures, NextGen Venture Partners and Samos Investments.
Brussels-based financial infrastructure specialist Chift secured a €10.5 million Series A led by BlackFin Capital Partners.
Resolutiion, a London-based developer of an AI operating system for conflict management, raised $10.4 million from investors including Cherry Ventures, LocalGlobal and Octopus Ventures.
PE DEALS
A consortium led by DFO Management and Lux Capital-backed Sequence Holdings agreed to a $7.7 billion take-private deal for The Baldwin Group, an insurance broker.
The Carlyle Group agreed to acquire Canada-based oil and gas company Parallax from Carnelian Energy Capital.
Main Capital Partners agreed to acquire the operating subsidiaries of Tribal Group, a UK education software and student information systems provider listed on London’s AIM, in a take-private transaction.
Aurelius agreed to purchase Hain International, a UK-based healthy food and beverage business, from Nasdaq-listed The Hain Celestial Group.
Alpine Investors launched Eight Group Service Partners, a UK-based facilities management platform operator focused on mechanical, electrical, and compliance-driven building services, seeding it with nine partner businesses.
Palliser Capital urged the board of Recordati, a Milan-based drugmaker, to withdraw its support for CVC Capital Partners and Groupe Bruxelles Lambert‘s €51.29 per share take-private offer.
EXITS
Vista Equity Partners is considering a sale of Finastra, a developer of financial software that could be valued at up to $12 billion in a deal, Reuters reported.
Trilantic-backed Sofie Biosciences, which specializes in chemicals used in medical imaging, is in talks to be acquired by GE HealthCare Technologies in a $1 billion deal, Financial Times reported.
CVC Capital Partners-backed property insurer Bamboo Insurance Services is seeking to raise up to $700 million in its IPO.
Immunology-focused biotech Electra Therapeutics, which is backed by OrbiMed, is looking to raise about $347 million in its IPO.
First Reserve portfolio company Trillium Flow Technologies agreed to sell its wastewater technology business, Trillium Pumps US, to NYSE-listed Crane Company in a $240 million deal.
OpenAI acquired smartphone camera developer Glass Imaging, which is backed by Insight Partners, The Wall Street Journal reported.
Y Combinator-backed note-taking platform developer Fathom agreed to be acquired by Superhuman.
FUNDRAISING
PSG Equity raised €4.4 billion for PSG Europe III, which is targeting investments in Europe-based software companies.
Digital health-focused investor Transformation Capital closed on $850 million for its fourth fund.
AI-focused growth investor Intrepid Growth Partners launched with $525 million raised for its first fund.
CORPORATE M&A
Forvia is exploring a sale of Clarion Electronics, a Japanese automotive electronics unit, as the French supplier seeks to reduce debt and simplify its portfolio, Bloomberg reported.
Sazerac acquired Au Vodka, a UK spirits maker.
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CORRECTION - THUNE SAYS 'OPEN TO EXPLORING' AN EXPORT BAN ON DIESEL ...