(지난뉴스)
GS칼텍스, 데이터센터 에너지 효율 높이는 액침냉각유 출시
- sk엔무브(구 루브리컨츠)도 하는거
- 윤활유만드는 밸류체인 그맛 그대로
https://www.epnc.co.kr/news/articleView.html?idxno=238589
GS칼텍스, 데이터센터 에너지 효율 높이는 액침냉각유 출시
- sk엔무브(구 루브리컨츠)도 하는거
- 윤활유만드는 밸류체인 그맛 그대로
https://www.epnc.co.kr/news/articleView.html?idxno=238589
www.epnc.co.kr
GS칼텍스, 데이터센터 에너지 효율 높이는 액침냉각유 출시 - 테크월드뉴스
[테크월드뉴스=김승훈 기자] GS칼텍스가 데이터센터 산업 분야 에너지 효율화를 위한 액침냉각유 『Kixx Immersion Fluid S』를 출시했다.최근 대규모 서버를 갖추는 산업이 증가하고 서버 하드웨어가 고도화되며...
Forwarded from News Feed 🇰🇷(ko)
브레이킹: 오픈에이 직원 그룹은 이사회 전체가 사임하지 않으면 사임하고 오늘 밤까지 샘 알트만을 CEO로 복귀시킬 것이라고 위협합니다... link
Forwarded from 유안타증권 반도체 백길현 (Glenda Baik)
TSMC secures 5nm AI chip orders from Microsoft
대만 TSMC는 Microsoft의 5nm 기반 AI 칩 수주를 확보
- TSMC has received AI chip orders from major cloud service providers (CSP), including Microsoft's 5nm chip orders, according to industry sources.
https://www.digitimes.com/news/a20231116PD220/tsmc-5nm-ai-microsoft.html
대만 TSMC는 Microsoft의 5nm 기반 AI 칩 수주를 확보
- TSMC has received AI chip orders from major cloud service providers (CSP), including Microsoft's 5nm chip orders, according to industry sources.
https://www.digitimes.com/news/a20231116PD220/tsmc-5nm-ai-microsoft.html
DIGITIMES
TSMC secures 5nm AI chip orders from Microsoft
TSMC has received AI chip orders from major cloud service providers (CSP), including Microsoft's 5nm chip orders, according to industry sources.
VC DEALS
New Mexico-based life sciences startup Nature's Toolbox, or NTx, raised a $47.5 million Series B led by RA Capital Management.
Amsterdam-based Crisp secured €35 million from new and existing investors for its grocery app.
France's Upway raised $30 million in a Series B led by Korelya Capital for its e-bike marketplace.
Electric commercial vehicle fleet provider Revolv secured a $25 million investment from Greenbacker Capital Management.
New Orleans-based Inclusively raised a $13 million Series A led by Firework Ventures for its workforce inclusion platform.
Virdee raised a $12.4 million Series A led by Moneta Ventures for its hospitality software.
Game studio Bazooka Tango secured $5 million in a round led by Bitkraft Ventures.
Siena, a San Francisco-based startup developing AI-powered customer support, raised $4.7 million from investors including Sierra Ventures and SpaceStation Investments.
AireXpert, an aerospace and aviation automation startup, raised $3 million led by Reformation Partners.
PE DEALS
Advent International has agreed to buy myPOS, a London-based payments company valued at more than $500 million, Reuters reported.
Thoma Bravo agreed to buy Berlin-listed compliance software provider EQS Group for around €400 million. Thoma Bravo will pay €40 per share, representing a 53% premium to the company's closing price Wednesday.
HIG's offer for UK-listed logistics company DX Group, which values the company at £315 million, has been accepted by the company's board.
CDPQ is investing C$200 million in Swedish battery research company Northvolt to aid it in building a battery factory in Canada.
Macquarie Asset Management plans to invest up to €175 million in Dutch alternative jet fuel supplier SkyNRG, Bloomberg reported.
Spectrum Equity has acquired a 20% stake in UK EV data provider Benchmark Mineral Intelligence, valuing the company at around $500 million, Reuters reported.
Arctos Partners made a minority investment in Aston Martin's Formula One team, which is valued at around $1.14 billion, according to Sportico. This is Arctos' first investment in Formula One racing.
Kingswood Capital Management and First Bev invested in New York-based energy drink brand G Fuel.
EnfraGen, a Latin American renewable power and grid stability joint venture of Partners Group and Glenfarne Group, acquired six renewable power generation assets in Panama and Costa Rica from Grupo Argos-backed Celsia.
Rainier Partners acquired Anytime Fitness franchisee Omega Fitness, which runs more than 60 gyms in Wisconsin, California and Florida.
Fulcrum Equity Partners acquired Defining Wellness Centers, a drug and alcohol addiction treatment facility in Mississippi.
Gemspring Capital Management acquired Fenceworks, a California-based fencing installer and distributor for homebuilders, general contractors and local fencing providers.
EXITS & IPOS
Brookfield has abandoned its attempt to sell Center Parcs, which received some interest from buyers over the summer, for more than £4 billion, the Financial Times reported. The UK-based company operates six woodland holiday parks.
FUNDRAISING
The Carlyle Group lowered the fundraising target for its latest pan-Asian PE fund, Reuters reported. Carlyle hopes to raise up to $6 billion of the original $8.5 billion target.
BlackRock has raised almost $1 billion for its Evergreen Infrastructure Fund to invest in transportation, digital infrastructure and the circular economy.
New Mexico-based life sciences startup Nature's Toolbox, or NTx, raised a $47.5 million Series B led by RA Capital Management.
Amsterdam-based Crisp secured €35 million from new and existing investors for its grocery app.
France's Upway raised $30 million in a Series B led by Korelya Capital for its e-bike marketplace.
Electric commercial vehicle fleet provider Revolv secured a $25 million investment from Greenbacker Capital Management.
New Orleans-based Inclusively raised a $13 million Series A led by Firework Ventures for its workforce inclusion platform.
Virdee raised a $12.4 million Series A led by Moneta Ventures for its hospitality software.
Game studio Bazooka Tango secured $5 million in a round led by Bitkraft Ventures.
Siena, a San Francisco-based startup developing AI-powered customer support, raised $4.7 million from investors including Sierra Ventures and SpaceStation Investments.
AireXpert, an aerospace and aviation automation startup, raised $3 million led by Reformation Partners.
PE DEALS
Advent International has agreed to buy myPOS, a London-based payments company valued at more than $500 million, Reuters reported.
Thoma Bravo agreed to buy Berlin-listed compliance software provider EQS Group for around €400 million. Thoma Bravo will pay €40 per share, representing a 53% premium to the company's closing price Wednesday.
HIG's offer for UK-listed logistics company DX Group, which values the company at £315 million, has been accepted by the company's board.
CDPQ is investing C$200 million in Swedish battery research company Northvolt to aid it in building a battery factory in Canada.
Macquarie Asset Management plans to invest up to €175 million in Dutch alternative jet fuel supplier SkyNRG, Bloomberg reported.
Spectrum Equity has acquired a 20% stake in UK EV data provider Benchmark Mineral Intelligence, valuing the company at around $500 million, Reuters reported.
Arctos Partners made a minority investment in Aston Martin's Formula One team, which is valued at around $1.14 billion, according to Sportico. This is Arctos' first investment in Formula One racing.
Kingswood Capital Management and First Bev invested in New York-based energy drink brand G Fuel.
EnfraGen, a Latin American renewable power and grid stability joint venture of Partners Group and Glenfarne Group, acquired six renewable power generation assets in Panama and Costa Rica from Grupo Argos-backed Celsia.
Rainier Partners acquired Anytime Fitness franchisee Omega Fitness, which runs more than 60 gyms in Wisconsin, California and Florida.
Fulcrum Equity Partners acquired Defining Wellness Centers, a drug and alcohol addiction treatment facility in Mississippi.
Gemspring Capital Management acquired Fenceworks, a California-based fencing installer and distributor for homebuilders, general contractors and local fencing providers.
EXITS & IPOS
Brookfield has abandoned its attempt to sell Center Parcs, which received some interest from buyers over the summer, for more than £4 billion, the Financial Times reported. The UK-based company operates six woodland holiday parks.
FUNDRAISING
The Carlyle Group lowered the fundraising target for its latest pan-Asian PE fund, Reuters reported. Carlyle hopes to raise up to $6 billion of the original $8.5 billion target.
BlackRock has raised almost $1 billion for its Evergreen Infrastructure Fund to invest in transportation, digital infrastructure and the circular economy.
중도표가 왼쪽으로 안 가고 오른쪽으로 갔습니다.
Outsider Milei Beats Massa in Argentina Presidential Runoff
https://www.bloomberg.com/news/articles/2023-11-19/argentina-presidential-election-milei-beats-massa-in-runoff
Outsider Milei Beats Massa in Argentina Presidential Runoff
With 87% of ballots counted after Sunday’s election, Milei took 56% of the votes to 44% for Massa...
https://www.bloomberg.com/news/articles/2023-11-19/argentina-presidential-election-milei-beats-massa-in-runoff
Bloomberg.com
Argentina Takes Leap Into Unknown With Javier Milei as President
Libertarian outsider Javier Milei won Argentina’s presidency promising a radical shakeup to fix decades of policy mismanagement, a strategy that resonated with a populace suffering under a nosediving economy and one of the world’s fastest inflation rates.
Forwarded from 머니터링 - 국내공시요약
기업명: 에이직랜드
제목: 임원ㆍ주요주주특정증권등소유상황보고서
① 보고서 제목: 임원ㆍ주요주주 특정증권등 소유상황보고서
② 회사명: (주)에이직랜드, 코스닥상장법인, 회사코드: 445090
③ 발행주식 총수: 10,585,320주
④ 보고자 김준호: 비등기임원, 상무, 소유주식: 보통주 59,639주 (0.56% 소유비율)
⑤ 세부변동내역: 2023년 11월 13일 신규상장 보통주 59,639주 취득
⑥ 담당자 정보: 송현준, 재무경영 팀장, 연락처: 02-212****, 이메일: ******@asicland.com
핀터 공시 알림 텔레그램
https://bit.ly/finter_briefing
공시링크
https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20231120000469
2023.11.20 11:18:02
제목: 임원ㆍ주요주주특정증권등소유상황보고서
① 보고서 제목: 임원ㆍ주요주주 특정증권등 소유상황보고서
② 회사명: (주)에이직랜드, 코스닥상장법인, 회사코드: 445090
③ 발행주식 총수: 10,585,320주
④ 보고자 김준호: 비등기임원, 상무, 소유주식: 보통주 59,639주 (0.56% 소유비율)
⑤ 세부변동내역: 2023년 11월 13일 신규상장 보통주 59,639주 취득
⑥ 담당자 정보: 송현준, 재무경영 팀장, 연락처: 02-212****, 이메일: ******@asicland.com
핀터 공시 알림 텔레그램
https://bit.ly/finter_briefing
공시링크
https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20231120000469
2023.11.20 11:18:02
Telegram
머니터링 - 국내공시요약
공시정보, 머니터링이 6줄로 빠르게 요약
Forwarded from 유안타증권 리서치센터
유안타 리서치센터
데일리 섹터 News & Comments(11/20)_2
■ 화학/정유 황규원(02-3770-5607)
▶글로벌 기업 주가
- 상승: ExxonMobil +2.4%, LUKoil +1.1%, DuPont +0.9%
- 하락: Sinopec -0.7%, Formosa Plastics -0.5%
▶News & Data
"이-팔 전쟁 더는 못 참아"…아랍권 감산 연장 만지작
- link: https://naver.me/xhKho0KP
"원료용 중유에 개소세, 韓이 유일"… 정유4사, 법 개정 촉각
- link: https://naver.me/F8bs3tWR
"공장 완공 전 70% 선주문"..코오롱인더, 아라미드 시장 선점 가속
- link: https://naver.me/FARMqzeZ
OPEC Said To Consider Additional 1 Million Bpd Output Cut
- link: https://zrr.kr/1RYu
(중국 석화제품 가격 동향, 11월 17일)
- 상승폭 大: 황산 10.37%, 아세톤 1.63%, 폴리에스터 POY 1.01% 하락폭 大: 아스팔트 △1.54%, MTBE △1.14%, 연료탄 △1.04%
(싱가폴 복합정제마진 동향)
- 2023년 3분기 9.6$ → 10월 3.91$ → 11월 3주 6.4$/배럴(과거 평균 6.0$, 손익분기점 4.5$) → 11월 17일 6.42$/배럴
(계통한계가격 가중평균치)
- (직전 주 11월 3주) 120.15/kWh, (11월 2주) 112.64/kWh
■ 철강/금속/자동차 이현수(02-3770-5718)
▶글로벌 철강/금속 기업 주가
- 상승: ArcelorMittal +2.1%, Nippon Steel +1.9%, JFE Holdings +1.5%
- 하락: Baoshan -0.8%, U.S. Steel -0.7%
▶글로벌 자동차 기업 주가
- 상승: GM +2.0%, Mercedes-Benz +1.1%, Honda +0.9%
- 하락: BYD -0.6%, NIO -0.1%
▶News & Data
美 자동차업계 파업 '마침표'…3사노조 '임금 인상' 협상안 최종 승인
- link: https://naver.me/xHDQd8mn
中 전기차 '밀어주기'…공공부문 차량 전면 교체
- link: https://naver.me/x8ExmzQJ
"'절도 챌린지' 소송 기각해달라'" 현대차·기아 요청 美서 기각
- link: https://naver.me/xznzxSNU
기아 EV9 美 리스 가격 대폭 인하…텔루라이드보다 유리
- link: https://zrr.kr/o2Uo
리샹차, 첫 완전 전기차 MEGA 양산 내년 2월 인도 개시
- link: https://zrr.kr/MQx8
日파나소닉 "자동차 부품 회사 매각"…전기차 배터리 사업 집중
- link: https://naver.me/xDjEaOhn
데일리 섹터 News & Comments(11/20)_2
■ 화학/정유 황규원(02-3770-5607)
▶글로벌 기업 주가
- 상승: ExxonMobil +2.4%, LUKoil +1.1%, DuPont +0.9%
- 하락: Sinopec -0.7%, Formosa Plastics -0.5%
▶News & Data
"이-팔 전쟁 더는 못 참아"…아랍권 감산 연장 만지작
- link: https://naver.me/xhKho0KP
"원료용 중유에 개소세, 韓이 유일"… 정유4사, 법 개정 촉각
- link: https://naver.me/F8bs3tWR
"공장 완공 전 70% 선주문"..코오롱인더, 아라미드 시장 선점 가속
- link: https://naver.me/FARMqzeZ
OPEC Said To Consider Additional 1 Million Bpd Output Cut
- link: https://zrr.kr/1RYu
(중국 석화제품 가격 동향, 11월 17일)
- 상승폭 大: 황산 10.37%, 아세톤 1.63%, 폴리에스터 POY 1.01% 하락폭 大: 아스팔트 △1.54%, MTBE △1.14%, 연료탄 △1.04%
(싱가폴 복합정제마진 동향)
- 2023년 3분기 9.6$ → 10월 3.91$ → 11월 3주 6.4$/배럴(과거 평균 6.0$, 손익분기점 4.5$) → 11월 17일 6.42$/배럴
(계통한계가격 가중평균치)
- (직전 주 11월 3주) 120.15/kWh, (11월 2주) 112.64/kWh
■ 철강/금속/자동차 이현수(02-3770-5718)
▶글로벌 철강/금속 기업 주가
- 상승: ArcelorMittal +2.1%, Nippon Steel +1.9%, JFE Holdings +1.5%
- 하락: Baoshan -0.8%, U.S. Steel -0.7%
▶글로벌 자동차 기업 주가
- 상승: GM +2.0%, Mercedes-Benz +1.1%, Honda +0.9%
- 하락: BYD -0.6%, NIO -0.1%
▶News & Data
美 자동차업계 파업 '마침표'…3사노조 '임금 인상' 협상안 최종 승인
- link: https://naver.me/xHDQd8mn
中 전기차 '밀어주기'…공공부문 차량 전면 교체
- link: https://naver.me/x8ExmzQJ
"'절도 챌린지' 소송 기각해달라'" 현대차·기아 요청 美서 기각
- link: https://naver.me/xznzxSNU
기아 EV9 美 리스 가격 대폭 인하…텔루라이드보다 유리
- link: https://zrr.kr/o2Uo
리샹차, 첫 완전 전기차 MEGA 양산 내년 2월 인도 개시
- link: https://zrr.kr/MQx8
日파나소닉 "자동차 부품 회사 매각"…전기차 배터리 사업 집중
- link: https://naver.me/xDjEaOhn
Naver
"이-팔 전쟁 더는 못 참아"…아랍권 감산 연장 만지작
이 기사는 국내 최대 해외 투자정보 플랫폼 한경 글로벌마켓에 게재된 기사입니다. 사우디아라비아가 올 연말까지로 계획했던 하루 100만 배럴 감산을 최소한 내년 봄까지 연장하는 방안을 검토 중이라고 파이낸셜타임스(FT
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속보: 샘 알트만 MS 합류 - 사티아 나델라 MS CEO
샘 알트만과 동료들은 MS에서 새로운 인공지능 팀을 이끌 것 - 나델라
샘 알트만과 동료들은 MS에서 새로운 인공지능 팀을 이끌 것 - 나델라
Nvidia stock closes at all-time high, a day before earnings
https://www.cnbc.com/2023/11/20/nvidia-earnings-report-to-give-investors-peek-into-ai-demand-for-2024.html?__source=androidappshare
https://www.cnbc.com/2023/11/20/nvidia-earnings-report-to-give-investors-peek-into-ai-demand-for-2024.html?__source=androidappshare
CNBC
Nvidia stock closes at all-time high, a day before earnings
Nvidia's earnings report on Tuesday may give investors their clearest picture yet of the demand for artificial intelligence technology heading into next year
Forwarded from Financial Magazine
내 주식에 대해 사람들과 소통해보세요,
반대의견 듣기가 싫어서 무서워서 안하시면 안됩니다
그걸 하지않으면 깨끗한 앞면만 보다가 더러운 반대면은 못보게 될 수도 있습니다
그리고 소통하며 반대면의 모습이 설득이 되고 일리가 있으면 내 주식에 무언가 변동을 주어야겠습니다, 비중이 됐던 뭐가 됐던
그러나 반대 의견의 근거가 빈약하면 웃고 행복하시면 되겠습니다, 찬성만 있는 주식보다 앞으로 더 세게 오를테니까요.
반대의견 듣기가 싫어서 무서워서 안하시면 안됩니다
그걸 하지않으면 깨끗한 앞면만 보다가 더러운 반대면은 못보게 될 수도 있습니다
그리고 소통하며 반대면의 모습이 설득이 되고 일리가 있으면 내 주식에 무언가 변동을 주어야겠습니다, 비중이 됐던 뭐가 됐던
그러나 반대 의견의 근거가 빈약하면 웃고 행복하시면 되겠습니다, 찬성만 있는 주식보다 앞으로 더 세게 오를테니까요.
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Chinese Game-Streaming Mogul Arrested in Latest CEO Probe
Chinese police have arrested DouYu International Holdings Ltd. (DOYU)’s founder Chen Shaojie on unspecified charges.
https://www.bloomberg.com/news/articles/2023-11-21/chinese-game-streaming-mogul-arrested-in-latest-ceo-probe
Chinese police have arrested DouYu International Holdings Ltd. (DOYU)’s founder Chen Shaojie on unspecified charges.
https://www.bloomberg.com/news/articles/2023-11-21/chinese-game-streaming-mogul-arrested-in-latest-ceo-probe
Bloomberg.com
Chinese Game-Streaming Mogul Arrested in Latest CEO Probe
Chinese police have arrested DouYu International Holdings Ltd.’s founder Chen Shaojie, the latest in a series of executive detentions that have chilled the country’s giant private sector.