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.

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

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

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

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

서해동 원장 "농식품기업과 VC 소통의 장 열려…투자 활발해질 것"
https://www.hankyung.com/article/2023101080431

기업명: 이오플로우
제목: 주권매매거래정지(투자자 보호)

① 주권매매거래정지: 이오플로우(주) 보통주

② 정지사유: 투자자 보호

③ 정지기간: 2023-10-11부터 상장적격성 실질심사 확정일까지

④ 근거규정: 코스닥시장상장규정 제18조 및 동규정시행세칙 제19조

⑤ 상장적격성 실질심사 대상 여부 판단 예정

⑥ 동 기간 동안 이오플로우 주권 매매거래 정지

핀터 공시 알림 텔레그램
https://bit.ly/finter_briefing

공시링크
https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20231010900838
2023.10.10 18:45:06

🔴 FED'S BOSTIC: WE DON'T NEED TO INCREASE RATES ANY MORE. ...

🇮🇱 CHEVRON HALTED NATURAL GAS EXPORTS FROM ISRAEL VIA EMG PIPELINE TO EGYPT, USING ALTERNATIVE PIPELINE THROUGH JORDAN -ISRAEL'S ENERGY MINISTRY ...

히트펌프의 역할 성장중
- 최근 미국, 프랑스 등 관련 정책 분위기 취합
- 건물에너지효율+탄소배출량감축
=> 히트펌프수요

https://oilprice.com/Energy/Energy-General/The-Growing-Role-Of-Heat-Pumps-In-Global-Decarbonization-Efforts.html

신재생 펀드 환매
- 태양광, 풍력 공급사 고금리와 공급망 교란에 원가구조 무너져

https://oilprice.com/Latest-Energy-News/World-News/Investors-Dump-Renewable-Energy-Funds-At-A-Record-Pace.html

핀란드 국영전력망사업자 Fingrid는 신규 송전망 300km 건설 개시
- 송전로 수목 제거 시작으로 '23년 가을부터 '26년말 완공 예정

https://www.tdworld.com/overhead-transmission/article/21275238/fingrid-to-begin-building-300km-lake-line-from-vaala-to-joroinen-in-fall-2023

왜 송전망이 필요하냐면 말이죠
- 핀란드는 olkiluoto 원전 수명 연장 및 후속 호기 출력 증강 계획

https://www.world-nuclear-news.org/Articles/TVO-eyes-extended,-expanded-use-of-Olkiluoto-units

당위적인 결론
1 전력 수요는 전기차 Ai 데이터센터 기온변화 등등 절대값은 우상향
2 무슨 발전원으로 채우느냐는 이견이 있을수 있으나, 아무튼
전선과 중전기기 수요는 선행할 전망
3 누가 이기는지 배팅하는것보다,
편안하게 승자의 편에 서있는 섹터

일본덴소·미쓰비시 전기, 코히어런트 실리콘 카바이드 사업부 10억달러 투자
https://www.hankyung.com/article/2023101085255

VC DEALS
Austin's Saronic raised a $55 million Series A led by Caffeinated Capital, TechCrunch reported. The defense-tech startup builds autonomous ships.

Swiss biotech startup LimmaTech Biologics raised a $37 million Series A co-led by Adjuvant Capital, AXA IM Alts and the Novo Holdings Repair Impact Fund.

Indian insurtech company Onsurity secured $24 million in a Series B led by the International Finance Corporation, according to reports.

Singapore-based fintech startup CrossFund raised $1.5 million at a $47 million valuation. Investors in the round included UI Investments and Australian Gulf Capital.

PE DEALS
EQT is set to buy one of Australia's largest veterinary franchises, VetPartners, Australian Financial Review reported.

Agilitas Private Equity-backed Danish IT infrastructure company Aeven plans to acquire cloud solutions provider Sentia.

Gulf Capital-backed Eclat Health Solutions bought the health information management division of Excite Health Partners.

QHP Capital acquired Bay Area-based Applied StemCell, a contract researcher and drug developer focused on gene therapies.

Online training specialist 360Learning, backed by Sumeru Equity Partners and Silver Lake, acquired French disruptive AI-powered skills provider eLamp.

FUNDRAISING
Mining-focused manager Appian Capital closed its third fund on $2.06 billion. The new vehicle will target energy transition commodities and precious metals.

Accolade Partners raised a $325 million fund to back venture and growth-equity funds led by women and people of color, The Wall Street Journal reported.

Michigan-based Grand Ventures closed its $50 million Fund II, which will invest in seed-stage startups.

INVESTORS
Caz Investments committed $200 million for a minority stake in Grafine Partners, a New York-based firm that specializes in GP stakes investments.

(버틀러) 수출 실적 서비스 오픈!
https://m.blog.naver.com/iampoohoo/223233542007