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

$GM

🔸 GM HAS AT LEAST 20 MILLION VEHICLES WITH POTENTIALLY EXPLOSIVE AIR-BAG PARTS -- WSJ

🔸 NHTSA HOLDS MEETING TO CONSIDER WHETHER TO ORDER RECALL OVER THE AIR-BAG COMPONENTS -- WSJ

🔸 GM SAYS IT CONTINUES TO INVESTIGATE THE CAUSE OF THE PROBLEM -- WSJ ...

외환보유액 두달째 감소…세계 순위도 하락
https://www.hankyung.com/article/2023100699045

BREAKING: THE BIDEN ADMINISTRATION IS SET TO RESTART DEPORTATIONS TO VENEZUELA ...

VC DEALS
Generative AI startup Anthropic is in discussions to raise $2 billion from existing investor Alphabet and others, The Information reported. Last month, Amazon took a $1.25 billion stake as part of a deal to invest up to $4 billion in the company.

Anduril, a defense-tech company, is in talks to raise up to $500 million at a valuation of up to $10 billion, Bloomberg reported.

Clearco, which provides capital to ecommerce companies, raised a $60 million Series D led by Inovia Capital and Founders Circle Capital as part of a larger recapitalization.

Swedish fintech startup Brite Payments has raised $60 million led by Dawn Capital.

Auto finance platform Lendbuzz raised $45 million in equity led by Group 1001, in addition to $300 million in the form of a forward flow facility.

Habyt, a platform for medium-term housing rentals, raised a €40 million Series C led by Korelya Capital and Deutsche Invest.

Microsure, a Dutch robot-assisted microsurgery specialist, has raised a €38 million Series B2 from investors including European Innovation Council, Kineo and Invest-NL.

US and Ireland-based drugmaker Shorla Oncology raised $35 million in Series B funding led by Kurma Partners.

FlexSea, a developer of seaweed-based bioplastics, has raised £3 million in a seed round led by Indico Capital Partners.

PE DEALS
Partners Group has agreed to invest up to €1 billion in Exus, a third-party manager and developer of utility-scale renewable power projects in Europe and North America.

I Squared Capital will acquire up to 95% of Absolute Energy and invest up to €400 million in the investor's renewable power development plans in Italy.

Blackstone, EQT and THL aim to acquire German power electronics company EA Elektro-Automatik, Reuters reported.

Ascend Capital Partners has acquired a majority stake in Seoul Medical Group, an independent physician association that serves Korean-American patients in the US.

SK Capital Partners has purchased a controlling stake in Milestone Environmental Services, a waste management and carbon capture services company, from Amberjack Capital Partners.

Milton Street Capital has acquired Purge Rite, a provider of flushing and filtration services for HVAC and geothermal systems.

Genstar Capital-backed European financial services company Apex Group has completed its purchase of sector peer MJ Hudson's business outsourcing division.

EXIT & IPOS
Identity management company Okta has acquired Andreessen Horowitz-backed password security startup Uno for an undisclosed amount, TechCrunch reported. The purchase will support the launch of a consumer-facing service called Okta Personal.

FUNDRAISING
VC firm Greylock Partners has raised $1 billion of early-stage fund Greylock 17, which invests in AI-first companies at the pre-seed, seed and Series A stages.

Leonid Capital Partners has closed its first private credit special situations fund on roughly $240 million. The vehicle targets investments in US federal contractors focused on national security.

Hong Kong-based VC firm CMCC Global has raised a $100 million fund to invest in Web3 and blockchain fintech startups.

INVESTORS
Motive Partners has partnered with Dutch bank ABN AMRO. Its Motive Ventures arm will manage the ABN AMRO Ventures Fund, and ABN AMRO will become a significant investor in Motive-managed funds.

* 9월말 허리펑/왕이의 방미 가능성이 보도된 바 있죠

=========================

https://n.news.naver.com/article/057/0001772493?sid=104

MUFG SAYS BOJ COULD MOVE TO END NEGATIVE RATES AS EARLY AS NEXT JANUARY ...

미인증 부품 계속 발견…항공엔진 제조사들, 英업체에 소송
https://v.daum.net/v/20231006114243080