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6,200 Miles of Power Lines Are Key Energy Challenge, Australia Says https://www.bloomberg.com/news/articles/2023-10-09/6-200-miles-of-power-lines-are-energy-challenge-australia-says
6,200 Miles of Power Lines Are Key Energy Challenge, Australia Says https://www.bloomberg.com/news/articles/2023-10-09/6-200-miles-of-power-lines-are-energy-challenge-australia-says
Renewables funds see record outflows as rising rates, costs hit shares
By Patturaja Murugaboopathy and Tommy Wilkes BENGALURU/LONDON, Oct 9 (Reuters) - Investors ditched renewable energy funds at the fastest rate on record in the three months to end-September as cleaner energy shares took a beating from higher interest rates and soaring material costs, which are squeezing profit margins.
Renewable energy funds globally suffered a net outflow of $1.4 billion in the July-September quarter, the biggest ever quarterly outflow, according to LSEG Lipper data.
However, the outflows only partially reversed the trend for the first half of 2023 when investors added a net $3.36 billion, the data showed.
The sector's total assets under management now stand at $65.4 billion, a 23% decline from end-June, according to the data.
By Patturaja Murugaboopathy and Tommy Wilkes BENGALURU/LONDON, Oct 9 (Reuters) - Investors ditched renewable energy funds at the fastest rate on record in the three months to end-September as cleaner energy shares took a beating from higher interest rates and soaring material costs, which are squeezing profit margins.
Renewable energy funds globally suffered a net outflow of $1.4 billion in the July-September quarter, the biggest ever quarterly outflow, according to LSEG Lipper data.
However, the outflows only partially reversed the trend for the first half of 2023 when investors added a net $3.36 billion, the data showed.
The sector's total assets under management now stand at $65.4 billion, a 23% decline from end-June, according to the data.
VC DEALS
Washington-based Stoke raised a $100 million Series B led by Industrious Ventures for its reusable space rockets.
San Francisco-based robotaxi startup Glydways has raised a $56 million Series B led by New Science Ventures, The Information reported.
Observe, a Dallas-based observability B2B data storage startup, has raised a $50 million Series A3 led by Sutter Hill Ventures.
Bay Area-based Gradient has raised $10 million in seed funding led by Wing VC for its AI development platform.
Purpose raised €3.3 million in a pre-seed round led by Speedinvest and Atlantic Labs. The Berlin-based company provides an ESG metrics platform for the property sector.
France's Scnd raised €4 million from investors including 42Cap and Partech. Scnd develops SaaS solutions for service providers.
German medtech startup Inovedis raised a $4 million Series A from investors including High-Tech Gründerfonds, MBG Baden-Württemberg and Volksbank Albstadt ChancenKapital.
Zurich cloud computing startup Helio raised €4.9 million in seed funding led by QBIT Capital.
PE DEALS
The Blackstone Real Estate Income Trust is in talks to sell a 20% stake of Phoenix Tower International, a Florida-based telecom tower operator, for about $1.3 billion to a consortium that includes BlackRock and Grain Management, Bloomberg reported.
The Abu Dhabi Investment Authority has agreed to acquire a 0.59% stake in India's Reliance Retail for 49.6 billion rupees (about $596 million).
Aurelius Group, Elliott Management and Epiris are looking to acquire beauty retailer The Body Shop but are concerned with the £400 million to £500 million valuation set by owner Natura, RetailWeek reported.
Shareholders in music rights holder Hipgnosis could block its sale of a portfolio to Blackstone—which also backs the company—for $440 million, the Financial Times reported.
Ash Investment Partners has invested in ImagineX, an Atlanta-based digital services consultant that specializes in software development and cybersecurity.
EXIT & IPOS
Triton is considering selling All4Labels Global Packaging Group, a German self-adhesive label manufacturer, at a valuation of about €2 billion, Bloomberg reported.
Triton-backed German gearbox supplier Renk has canceled its planned IPO, citing market conditions.
EQT plans to sell German shopping mall Allee Center, CoStar reported.
FUNDRAISING
Digital health-focused firm 7wireVentures launched a $217 million Growth & Opportunity Fund that will target later-stage startups.
INVESTORS
Dutch pension fund KPN is looking to allocate up to 7% of its €10 billion in AUM to infrastructure, corporate and real estate debt by 2026, Investments & Pensions Europe reported.
Washington-based Stoke raised a $100 million Series B led by Industrious Ventures for its reusable space rockets.
San Francisco-based robotaxi startup Glydways has raised a $56 million Series B led by New Science Ventures, The Information reported.
Observe, a Dallas-based observability B2B data storage startup, has raised a $50 million Series A3 led by Sutter Hill Ventures.
Bay Area-based Gradient has raised $10 million in seed funding led by Wing VC for its AI development platform.
Purpose raised €3.3 million in a pre-seed round led by Speedinvest and Atlantic Labs. The Berlin-based company provides an ESG metrics platform for the property sector.
France's Scnd raised €4 million from investors including 42Cap and Partech. Scnd develops SaaS solutions for service providers.
German medtech startup Inovedis raised a $4 million Series A from investors including High-Tech Gründerfonds, MBG Baden-Württemberg and Volksbank Albstadt ChancenKapital.
Zurich cloud computing startup Helio raised €4.9 million in seed funding led by QBIT Capital.
PE DEALS
The Blackstone Real Estate Income Trust is in talks to sell a 20% stake of Phoenix Tower International, a Florida-based telecom tower operator, for about $1.3 billion to a consortium that includes BlackRock and Grain Management, Bloomberg reported.
The Abu Dhabi Investment Authority has agreed to acquire a 0.59% stake in India's Reliance Retail for 49.6 billion rupees (about $596 million).
Aurelius Group, Elliott Management and Epiris are looking to acquire beauty retailer The Body Shop but are concerned with the £400 million to £500 million valuation set by owner Natura, RetailWeek reported.
Shareholders in music rights holder Hipgnosis could block its sale of a portfolio to Blackstone—which also backs the company—for $440 million, the Financial Times reported.
Ash Investment Partners has invested in ImagineX, an Atlanta-based digital services consultant that specializes in software development and cybersecurity.
EXIT & IPOS
Triton is considering selling All4Labels Global Packaging Group, a German self-adhesive label manufacturer, at a valuation of about €2 billion, Bloomberg reported.
Triton-backed German gearbox supplier Renk has canceled its planned IPO, citing market conditions.
EQT plans to sell German shopping mall Allee Center, CoStar reported.
FUNDRAISING
Digital health-focused firm 7wireVentures launched a $217 million Growth & Opportunity Fund that will target later-stage startups.
INVESTORS
Dutch pension fund KPN is looking to allocate up to 7% of its €10 billion in AUM to infrastructure, corporate and real estate debt by 2026, Investments & Pensions Europe reported.
주요 계열사를 겸직 대표로 둔 것에 대해선 강도 높은 구조조정을 위해서란 해석이 나온다. 한 신세계그룹 임직원은 “임원 월급 아끼려고 대표를 겸직시켰겠나? 사업부를 축소해 실속 없는 일을 정리하라는 의미 아니겠냐”라며 “곧 구조조정이 있을 것으로 예상된다”고 말했다.
특히 이마트·에브리데이·이마트24의 구조조정이 예상된다. 이번 인사에서 신세계그룹은 3개 회사를 한 대표가 총괄하게 하면서, 황운기 이마트 상품본부장에게 슈퍼와 편의점 등 3사의 상품본부장을 겸직하도록 했다.
시장에선 앞서 마트와 슈퍼의 상품 조달(소싱)을 통합한 롯데쇼핑처럼 이마트 역시 통합 효율화를 끌어낼 거란 관측이 나온다. 이진협 한화투자증권 연구원은 “앞서 롯데쇼핑이 상품 통합을 통해 매출총이익(GPM)을 2% 개선했는데, 이마트가 유사한 방식으로 상품기획(MD) 부문을 통합하면 1%만 개선돼도 2000억원의 이익 개선을 볼 수 있을 것”이라고 했다.
https://n.news.naver.com/article/366/0000937906?cds=news_my
특히 이마트·에브리데이·이마트24의 구조조정이 예상된다. 이번 인사에서 신세계그룹은 3개 회사를 한 대표가 총괄하게 하면서, 황운기 이마트 상품본부장에게 슈퍼와 편의점 등 3사의 상품본부장을 겸직하도록 했다.
시장에선 앞서 마트와 슈퍼의 상품 조달(소싱)을 통합한 롯데쇼핑처럼 이마트 역시 통합 효율화를 끌어낼 거란 관측이 나온다. 이진협 한화투자증권 연구원은 “앞서 롯데쇼핑이 상품 통합을 통해 매출총이익(GPM)을 2% 개선했는데, 이마트가 유사한 방식으로 상품기획(MD) 부문을 통합하면 1%만 개선돼도 2000억원의 이익 개선을 볼 수 있을 것”이라고 했다.
https://n.news.naver.com/article/366/0000937906?cds=news_my
Naver
“자식들 못 믿겠다” 직접 나선 이명희 회장... 신세계그룹의 향방은
‘남매 경영’ 강화하던 신세계그룹, 실속 없는 성장 제동 실적 부진에 무리한 M&A... 작년 그룹 순차입금 14조 넘어 9개 계열사에 대표는 4명... 통합·축소 칼바람 예상 이마트 매출 넘은 쿠팡, 고삐 쥔 사이
롯데웰푸드(옛 롯데제과)는 인도 자회사인 롯데 인디아(LOTTE INDIA) 첸나이 공장에 약 300억원을 투자해 증설한 롯데 초코파이 세 번째 생산라인을 본격 가동한다고 10일 밝혔다. 롯데 초코파이가 인도 현지에서 ‘국민 간식’으로 등극하며 급격한 판매량 증가세를 보이자, 첸나이 공장에 신규 초코파이 생산라인을 증설한 것이다.
기존에 운영하고 있는 인도 남부 첸나이 공장과 인도 북부 뉴델리 하리아나주 공장 생산라인의 평균 가동률이 지난해 기준 약 104%를 넘기고 향후 수요도 늘어날 것으로 예상되면서 제3라인 증설 투자에 나섰다. 제조 라인과 냉장창고 등 기반시설 마련에 총 300억원 가까이 투입돼, 1년간의 증설 공사 후 본격적으로 생산을 시작한 롯데 초코파이가 출하를 앞두고 있다.
https://n.news.naver.com/article/009/0005196803?cds=news_my
기존에 운영하고 있는 인도 남부 첸나이 공장과 인도 북부 뉴델리 하리아나주 공장 생산라인의 평균 가동률이 지난해 기준 약 104%를 넘기고 향후 수요도 늘어날 것으로 예상되면서 제3라인 증설 투자에 나섰다. 제조 라인과 냉장창고 등 기반시설 마련에 총 300억원 가까이 투입돼, 1년간의 증설 공사 후 본격적으로 생산을 시작한 롯데 초코파이가 출하를 앞두고 있다.
https://n.news.naver.com/article/009/0005196803?cds=news_my
Naver
“인도에선 아침식사로 먹는다”…‘어질 仁’ 새긴 초코파이
롯데웰푸드, 인도 첸나이 공장 증설 인도 초코파이시장 점유율 80% 차지 ‘식물성 마시멜로’로 현지화 성공 ‘국민 간식’ 초코파이가 인도와 베트남 등에서 현지화 전략에 성공하며 영토를 확장하고 있다. 롯데웰푸드(옛
IMF Warns of Inflation’s Tenacity, Weaker Global Growth in 2024
https://www.bloomberg.com/news/articles/2023-10-10/imf-warns-of-inflation-s-tenacity-weaker-global-growth-in-2024
https://www.bloomberg.com/news/articles/2023-10-10/imf-warns-of-inflation-s-tenacity-weaker-global-growth-in-2024
Workers at General Motors Co. (GM)’s Canadian plants are going on strike, idling key factories in Ontario, after contract negotiations with the union representing about 4,300 employees failed to bring an agreement.
Unifor, which represents auto workers in Canada, had been trying to get GM to match a three-year deal it signed with Ford Motor Co. (F) that includes wage increases, cost of living allowances and pension improvements. It had set a deadline of Monday at 11:59 p.m. Toronto time to get a deal.
https://www.bloomberg.com/news/articles/2023-10-10/general-motors-workers-in-canada-walk-out-as-contract-talks-fail
Unifor, which represents auto workers in Canada, had been trying to get GM to match a three-year deal it signed with Ford Motor Co. (F) that includes wage increases, cost of living allowances and pension improvements. It had set a deadline of Monday at 11:59 p.m. Toronto time to get a deal.
https://www.bloomberg.com/news/articles/2023-10-10/general-motors-workers-in-canada-walk-out-as-contract-talks-fail
Bloomberg.com
General Motors Workers in Canada Walk Out After Contract Talks Fail
Workers at General Motors Co.’s Canadian plants are on strike, idling key factories in Ontario, after contract negotiations with the union representing about 4,300 employees failed to bring an agreement.
IMF는 미국"만" 경제성장률전망 상향
- Oh say can you see🇺🇸
International Monetary Fund raises U.S. growth forecast for 2023, leaves global outlook unchanged
https://www.cnbc.com/2023/10/10/imf-raises-us-growth-forecast-leaves-global-outlook-unchanged.html?__source=androidappshare
- Oh say can you see🇺🇸
International Monetary Fund raises U.S. growth forecast for 2023, leaves global outlook unchanged
https://www.cnbc.com/2023/10/10/imf-raises-us-growth-forecast-leaves-global-outlook-unchanged.html?__source=androidappshare
CNBC
IMF hikes U.S. growth forecast for 2023, leaves global outlook unchanged
The U.S. has seen stronger business investment in the second quarter and resilient consumption growth amid a tight labor market, the IMF said.