HCVC has closed a $75 million second fund that will target pre-seed and seed-stage startups in sectors including decarbonization, defense and space, according to reports.

INVESTORS
European pre-seed and seed investor Ada Ventures is launching a program that will cover the cost of up to 40 hours of backup childcare each year for founders in its portfolio.

미국 모기지가 이자율 뿐 아니라 차환 포함 승인 규모로도 역사적 수준으로 망하고 있다는 기사

US 30-Year Mortgage Rate Tops 7.5% for First Time Since 2000

https://www.bloomberg.com/news/articles/2023-10-04/us-30-year-mortgage-rate-tops-7-5-for-first-time-since-2000

음악이 끝나고 나서도 춤을 추려다 바닥 무너지고서 멈추신 분들(MBA, FNMA)는 올해가 바닥 끝이라고 주장

In the short term, we can think of one scenario where bonds rally materially. If risk assets fall sharply in the coming weeks.

Only an Equities Crash Can Rescue the Bond Market, Barclays Says

https://www.bloomberg.com/news/articles/2023-10-05/only-a-stocks-crash-can-rescue-bonds-for-barclays-as-fed-won-t

In recent weeks, developer Gerch Group, which has €4 billion ($4.2 billion) of projects under construction, has filed for insolvency proceedings.

Alongside Gerch, Munich’s Euroboden, which touts star architects such as David Chipperfield among its collaborators, is in preliminary insolvency proceedings. Project Immobilien Group also filed for insolvency in August.

In Australia, Porter Davis is among homebuilders that have gone into liquidation this year after surging costs and falling demand. In Sweden, a rise in bankruptcies has been driven by a construction slump, while in Finland housing starts could plunge to levels not seen since the 1940s.

Not Only China

The German Property Crisis Is Claiming Its First Big Victims

https://www.bloomberg.com/news/articles/2023-10-05/germany-economics-of-property-crisis-show-developers-in-greatest-danger

향후 3주간의 주요 실적 일정입니다.
https://x.com/wallsthorizon/status/1709584892084806054?s=46

Funds sell copper as technical picture deteriorates | Reuters
https://www.reuters.com/markets/commodities/funds-sell-copper-technical-picture-deteriorates-2023-10-04/

Italy's Prysmian sees core profit to rise 34% by 2027 in new strategic plan

MILAN, Oct 5 (Reuters) - Italy's Prysmian said on Thursday its core profit would increase by around 34% by 2027 as the world's largest cable maker seeks to benefit from global trends of energy transition and digital transformation.

Presenting its first ever strategic plan, Prysmian said it saw its adjusted earnings before interest, tax, depreciation and amortisation (EBITDA) at around 2 billion euros ($2.1 billion) in 2027, from a 1.49 billion euro result last year.

"Prysmian is uniquely placed to benefit from the opportunities presented by the structural changes arising from the convergence of the energy transition and digital transformation," said in a statement Chief Operating Officer Massimo Battaini, who has been designated to inherit the CEO position from Valerio Battista next spring.

전선, 통신선 등 잡다한 케이블 제작사입니다. 세계 최대.

우주항공청 더 초라해진다..반쪽으로 출범 확정
https://www.hankyung.com/article/202310058963i

미국, 이란서 압수한 탄약 110만발 우크라에 제공
https://www.bbc.com/korean/articles/cyx1yr20yv9o

(지난뉴스)
IEA 신작 출시
Net zero Roadmap 2023 Update(9/26)
*클린테크 공급망 현황에 대한 IEA의 인식에 대하여
- NZE 시나리오의 무지막지한 배출량 감축 목표에도 불구하고, 태양광과 빳은 목표 달성 경로에 있습니다
- 하지만 히트펌프는 아직 모자랍니다
배출량 감소를 위한 효율성 제고는 당위적이라는 점을 고려하면
HVAC 제조사들의 입장에서, 신재생이든 원자력이든 이기는편이 우리편입니다
더워도 추워도 HVAC 제조사들의 제품은 수요가 꾸준할 전망으로, 매크로 이슈의 피난처로 기대해볼만 합니다

https://www.iea.org/news/the-path-to-limiting-global-warming-to-1-5-c-has-narrowed-but-clean-energy-growth-is-keeping-it-open

🇺🇸. Initial Jobless Claims (USD)
📊. 실제: 207 예측: 210 이전: 205
(📏예측값과 차이: -1.43%)
중요도: 🔉🔉
발표일: 2023-10-05 21:30:00 KST
(2023-10-05 19:30:00 ICT)
※매수매도 추천 없음※

UPGRADES - THURSDAY, OCT 5, 2023 $AMX: BOFA SECURITIES UPGRADES TO BUY FROM NEUTRAL $BECN: RBC CAPITAL UPGRADES TO OUTPERFORM FROM SECTOR PERFORM - PT $94 (FROM $91) $CMS: KEYBANC UPGRADES TO OVERWEIGHT FROM SECTOR WEIGHT - PT $57 $CNP: KEYBANC UPGRADES TO OVERWEIGHT FROM SECTOR WEIGHT - PT $29 $DTE: KEYBANC UPGRADES TO OVERWEIGHT FROM SECTOR WEIGHT - PT $106 $ETR: KEYBANC UPGRADES TO OVERWEIGHT FROM SECTOR WEIGHT - PT $97 $ISTR: PIPER SANDLER UPGRADES TO OVERWEIGHT FROM NEUTRAL - PT $13.50 $LOB: JPMORGAN UPGRADES TO OVERWEIGHT FROM NEUTRAL - PT $40 $OLPX: BARCLAYS UPGRADES TO EQUALWEIGHT FROM UNDERWEIGHT $ORLY: CITI UPGRADES TO BUY FROM NEUTRAL - PT $1,040 (FROM $983) $PB: RAYMOND JAMES UPGRADES TO STRONG BUY FROM OUTPERFORM - PT $68 $PH: BOFA SECURITIES UPGRADES TO BUY FROM NEUTRAL - PT $475 (FROM $435) $PNW: KEYBANC UPGRADES TO SECTOR WEIGHT FROM UNDERWEIGHT $TT: BOFA SECURITIES UPGRADES TO NEUTRAL FROM UNDERPERFORM - PT $210 (FROM $187) $UWMC: BTIG UPGRADES TO BUY FROM NEUTRAL - PT $6 ...

#CARR

CARR, Down to Underperform at BOA

https://www.marketbeat.com/instant-alerts/nyse-carr-a-buy-or-sell-right-now-2023-10-05/

프리포트맥모란, 구리 가격 낮고 자본 비용 높아 신규 투자 어렵다
- 기사 내용은 수요는 증가하는 반면 공급 늘어나기 어렵다는 주장을 하고 있지만
- ICSG는 '23년 +3.8%, '24년 +4.6% 늘어날 것으로 전망
*이미 Codelco는 '23년 상반기 순이익 적자전환
LME ($/톤) 앞자리 7에서 더 빠지면...

https://seekingalpha.com/news/4018602-low-copper-prices-high-financing-costs-barriers-to-more-mining-freeport-says?mailingid=32932045&messageid=2900&serial=32932045.3010&utm_campaign=rta-stock-news&utm_content=link-1&utm_medium=email&utm_source=seeking_alpha&utm_term=32932045.3010

GERMANY: THE COUNTRY'S GOVERNMENT HAS APPROVED BRINGING COAL POWER PLANTS BACK ONLINE FROM OCTOBER UNTIL THE END OF NEXT MARCH, IN AN ATTEMPT TO AVOID POWER SHORTAGES OVER WINTER. ...

그래서 C가 빠져 주는데도 P가 올라와 주는 산업을 찾아 보았는데,,,이제 종목을 찾아 봐야겠네요