Forwarded from 머니터링 - 국내공시요약
기업명: 엘에스일렉트릭
제목: 신규시설투자등(자율공시)
① 시설증설을 목적으로 초고압 변압기 생산 시설에 대한 투자 결정
② 총 투자금액은 803억으로 자기자본 대비 4.7%에 해당
③ 투자는 수주 증가에 따른 초고압 변압기 자작 Capa 확보를 위함
④ 투자 기간은 2024년 6월 1일부터 2025년 9월 30일까지로 계획
⑤ 이사회 결의일은 2024년 5월 21일로, 내부 결정일임
⑥ 투자금액 및 기간은 추진 과정에서 변동 가능성 있으며, 자기자본은 2023년도 연결재무제표(K-IFRS) 기준임
핀터 공시 알림 텔레그램
https://home.finter.kr/finter_briefing
공시링크
https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20240521800037
2024.05.21 09:06:05
제목: 신규시설투자등(자율공시)
① 시설증설을 목적으로 초고압 변압기 생산 시설에 대한 투자 결정
② 총 투자금액은 803억으로 자기자본 대비 4.7%에 해당
③ 투자는 수주 증가에 따른 초고압 변압기 자작 Capa 확보를 위함
④ 투자 기간은 2024년 6월 1일부터 2025년 9월 30일까지로 계획
⑤ 이사회 결의일은 2024년 5월 21일로, 내부 결정일임
⑥ 투자금액 및 기간은 추진 과정에서 변동 가능성 있으며, 자기자본은 2023년도 연결재무제표(K-IFRS) 기준임
핀터 공시 알림 텔레그램
https://home.finter.kr/finter_briefing
공시링크
https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20240521800037
2024.05.21 09:06:05
Telegram
머니터링 - 국내공시요약
공시정보, 머니터링이 6줄로 빠르게 요약
머니터링 - 국내공시요약
기업명: 엘에스일렉트릭 제목: 신규시설투자등(자율공시) ① 시설증설을 목적으로 초고압 변압기 생산 시설에 대한 투자 결정 ② 총 투자금액은 803억으로 자기자본 대비 4.7%에 해당 ③ 투자는 수주 증가에 따른 초고압 변압기 자작 Capa 확보를 위함 ④ 투자 기간은 2024년 6월 1일부터 2025년 9월 30일까지로 계획 ⑤ 이사회 결의일은 2024년 5월 21일로, 내부 결정일임 ⑥ 투자금액 및 기간은 추진 과정에서…
피어 대비 송전단 초고압변압기 제품군이 부재하다는 단점이 사라지는 순간
* 완공 이후 수주에도 자신감 있어 보임
* 완공 이후 수주에도 자신감 있어 보임
(지난뉴스)
MS, 공급업체에 100% 무탄소 전기 사용 요구...삼성전자, SK하이닉스 주요 대상
https://www.impacton.net/news/articleView.html?idxno=11546
MS, 공급업체에 100% 무탄소 전기 사용 요구...삼성전자, SK하이닉스 주요 대상
한편, MS는 이번 보고서에서 '무탄소 전기'의 요건으로 신재생에너지뿐만 아니라 원전, 바이오매스, 수소, 지열, 탄소포집저장(CCS) 등을 포함한다고 밝혔다.
https://www.impacton.net/news/articleView.html?idxno=11546
IMPACT ON(임팩트온)
MS, 공급업체에 100% 무탄소 전기 사용 요구...삼성전자, SK하이닉스 주요 대상 | 임팩트온
마이크로소프트(MS)가 가치 사슬 전체에서 배출량을 줄이기 위해 주요 공급업체가 100% 무탄소 전기를 사용하도록 하는 새로운 정책을 발표했다고 ESG투데이가 16일(현지시각) 전했다.새로운 정책은 MS의 ‘2024년 환경 지속 가능성 보고서’와 함께 보고됐다. MS는 지난 2020년
AI에 사활 건 구글·네카오, GPU 구매 등에 CAPEX 집중
* 모르는 사람은 없겠거니와
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202405161530549680105886&lcode=00
* 모르는 사람은 없겠거니와
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202405161530549680105886&lcode=00
더벨뉴스
AI에 사활 건 구글·네카오, GPU 구매 등에 CAPEX 집중
국내 최고 자본시장 미디어 thebell이 정보서비스의 새 지평을 엽니다.
한국전력 오흥복 CFO의 '경영정상화' 넥스트 스텝은
~ 특히 올해가 계획의 성패를 좌우하는 가장 중요한 시기로 부각됐다. 5년간 실행하는 전체 자구노력 금액의 54.7%인 8조4620억원이 2024년에 쏠렸기 때문이다.
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202405140951203120101477&lcode=00&page=3&svccode=00
~ 특히 올해가 계획의 성패를 좌우하는 가장 중요한 시기로 부각됐다. 5년간 실행하는 전체 자구노력 금액의 54.7%인 8조4620억원이 2024년에 쏠렸기 때문이다.
변전소·전력구 등의 공사 시기를 미루는 방식으로 4878억원의 지출을 억제하고 사업비·경상경비 등 3211억원의 비용 절감을 염두에 뒀다.
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202405140951203120101477&lcode=00&page=3&svccode=00
더벨뉴스
한국전력 오흥복 CFO의 '경영정상화' 넥스트 스텝은
국내 최고 자본시장 미디어 thebell이 정보서비스의 새 지평을 엽니다.
요즘 대부분의 증권사가 미국 주식은 실시간 주가를 무료로 보여주지만 다른 나라 주식은 그러지 않은 경우가 많죠. 그렇다고 증권사에 돈 내지 말고 아래 사이트들에서 보시면 돈 아낄 수 있습니다.
일본: 야후재팬파이낸스(finance.yahoo.co.jp)
홍콩: 경제통/ETNET(https://www.etnet.com.hk/www/eng/stocks/realtime/index.php)
독일: Borse Frankfurt(https://www.boerse-frankfurt.de/equities/realtime-quotes/DE0008467416)
* DAX/MDAX/SDAX/TecDAX 편입 종목만 실시간 가격 조회 가능
일본: 야후재팬파이낸스(finance.yahoo.co.jp)
홍콩: 경제통/ETNET(https://www.etnet.com.hk/www/eng/stocks/realtime/index.php)
독일: Borse Frankfurt(https://www.boerse-frankfurt.de/equities/realtime-quotes/DE0008467416)
* DAX/MDAX/SDAX/TecDAX 편입 종목만 실시간 가격 조회 가능
www.boerse-frankfurt.de
Stocks: All Stock Prices | Frankfurt Stock Exchange
All shares: real-time prices, news, key figures, charts, company information, order books, analyses and tools.
글로벌 인사이트: Standard Capital pinned «요즘 대부분의 증권사가 미국 주식은 실시간 주가를 무료로 보여주지만 다른 나라 주식은 그러지 않은 경우가 많죠. 그렇다고 증권사에 돈 내지 말고 아래 사이트들에서 보시면 돈 아낄 수 있습니다. 일본: 야후재팬파이낸스(finance.yahoo.co.jp) 홍콩: 경제통/ETNET(https://www.etnet.com.hk/www/eng/stocks/realtime/index.php) 독일: Borse Frankfurt(https://www.boerse…»
VC DEALS
AltruBio, a San Francisco-based biotech startup developing cancer and autoimmune disease treatment, raised up to $225 million in a Series B led by BVF Partners.
H, a French AI startup formerly known as Holistic, raised $220 million from investors including Accel, Amazon, Samsung and UiPath, according to reports.
OneStock, a stock management software startup based in France, raised $72 million from Summit Partners.
LabGenius, a UK-based drug discovery company, raised £35 million in a Series B led by M Ventures, the VC unit of Merck.
London's Zen Educate, which offers an online marketplace that matches schools and teachers, raised $37 million in a Series B and acquired Aquinas Education.
Bay Area-based WitnessAI, a startup developing safety features around AI usage, raised a $27.5 million Series A led by GV and Ballistic Ventures.
Austin-based Expressable, which provides online speech therapy, raised a $26 million Series B led by HarbourVest Partners.
Resilience, a French healthtech company that remotely monitors cancer patients, raised $25 million in a round led by Picus Capital and Red River West.
XGS Energy, a Bay Area-based renewable energy startup, raised an additional $20 million for its Series A. The new funding was led by Valo Ventures and VoLo Earth Ventures.
Reev, a Munich-based provider of software for electric vehicle charging infrastructure, raised €10 million in a round led by Future Energy Ventures and Blue Earth Capital.
Oxford Endovascular, a UK-based medical device startup that hopes to reduce occurrences of brain hemorrhages, raised £8 million in a Series A.
PE DEALS
KKR has acquired a significant minority stake in Mumbai-based Infinx, which offers an AI-driven healthcare revenue cycle.
Blue Point Capital Partners has acquired personal protective equipment manufacturer National Safety Apparel.
Kinderhook Industries has invested in solid waste collection company Apex Waste Solutions.
Marlin Equity Partners has made a majority growth investment in Baxter Planning, a supply chain SaaS platform developer. The company's previous majority shareholder, Polaris Partners, will retain a significant minority stake.
EXITS & IPOS
Chicago-based Tempus, a VC-backed startup developing technology to process medical data using AI, has filed for an IPO. Tempus was founded in 2015 and was last valued at $10.25 billion in late 2022.
TPG and PAG Asia Capital have sold their shares in NYSE-listed commercial real estate services firm Cushman & Wakefield.
Phillips 66 has agreed to acquire natural gas services company Pinnacle Midland from Energy Spectrum Capital for $550 million in cash, Bloomberg reported.
As part of a strategic partnership with ICG, Los Angeles-based PE firm Levine Leichtman Capital Partners is returning significant capital to its shareholders and has reduced its stake in Law Business Research.
Cybersecurity company Lumifi Cyber has acquired cloud-managed IT security company Netsurion from PSG.
FUNDRAISING
The Carlyle Group raised 430 billion Japanese yen (approximately $2.8 billion) for its fifth Japan buyout fund.
Dallas-based Paceline Equity Partners closed its second opportunities fund on $780 million.
London-based VC firm ETF Partners closed its fourth fund on €285 million. ETF invests in startups across Europe developing environmentally sustainable technology.
Vertex Ventures Japan has launched its debut fund with a target of 10 billion Japanese yen (about $64 million) to continue developing the startup ecosystem in Japan.
INVESTORS
GCM Grosvenor has invested in a new healthcare investment firm, Invidia Capital Management, founded by former Goldman Sachs Asset Management partner Jo Natauri.
AltruBio, a San Francisco-based biotech startup developing cancer and autoimmune disease treatment, raised up to $225 million in a Series B led by BVF Partners.
H, a French AI startup formerly known as Holistic, raised $220 million from investors including Accel, Amazon, Samsung and UiPath, according to reports.
OneStock, a stock management software startup based in France, raised $72 million from Summit Partners.
LabGenius, a UK-based drug discovery company, raised £35 million in a Series B led by M Ventures, the VC unit of Merck.
London's Zen Educate, which offers an online marketplace that matches schools and teachers, raised $37 million in a Series B and acquired Aquinas Education.
Bay Area-based WitnessAI, a startup developing safety features around AI usage, raised a $27.5 million Series A led by GV and Ballistic Ventures.
Austin-based Expressable, which provides online speech therapy, raised a $26 million Series B led by HarbourVest Partners.
Resilience, a French healthtech company that remotely monitors cancer patients, raised $25 million in a round led by Picus Capital and Red River West.
XGS Energy, a Bay Area-based renewable energy startup, raised an additional $20 million for its Series A. The new funding was led by Valo Ventures and VoLo Earth Ventures.
Reev, a Munich-based provider of software for electric vehicle charging infrastructure, raised €10 million in a round led by Future Energy Ventures and Blue Earth Capital.
Oxford Endovascular, a UK-based medical device startup that hopes to reduce occurrences of brain hemorrhages, raised £8 million in a Series A.
PE DEALS
KKR has acquired a significant minority stake in Mumbai-based Infinx, which offers an AI-driven healthcare revenue cycle.
Blue Point Capital Partners has acquired personal protective equipment manufacturer National Safety Apparel.
Kinderhook Industries has invested in solid waste collection company Apex Waste Solutions.
Marlin Equity Partners has made a majority growth investment in Baxter Planning, a supply chain SaaS platform developer. The company's previous majority shareholder, Polaris Partners, will retain a significant minority stake.
EXITS & IPOS
Chicago-based Tempus, a VC-backed startup developing technology to process medical data using AI, has filed for an IPO. Tempus was founded in 2015 and was last valued at $10.25 billion in late 2022.
TPG and PAG Asia Capital have sold their shares in NYSE-listed commercial real estate services firm Cushman & Wakefield.
Phillips 66 has agreed to acquire natural gas services company Pinnacle Midland from Energy Spectrum Capital for $550 million in cash, Bloomberg reported.
As part of a strategic partnership with ICG, Los Angeles-based PE firm Levine Leichtman Capital Partners is returning significant capital to its shareholders and has reduced its stake in Law Business Research.
Cybersecurity company Lumifi Cyber has acquired cloud-managed IT security company Netsurion from PSG.
FUNDRAISING
The Carlyle Group raised 430 billion Japanese yen (approximately $2.8 billion) for its fifth Japan buyout fund.
Dallas-based Paceline Equity Partners closed its second opportunities fund on $780 million.
London-based VC firm ETF Partners closed its fourth fund on €285 million. ETF invests in startups across Europe developing environmentally sustainable technology.
Vertex Ventures Japan has launched its debut fund with a target of 10 billion Japanese yen (about $64 million) to continue developing the startup ecosystem in Japan.
INVESTORS
GCM Grosvenor has invested in a new healthcare investment firm, Invidia Capital Management, founded by former Goldman Sachs Asset Management partner Jo Natauri.
엔비디아
Earnings Per Share: $6.12 adjusted vs. $5.59 adjusted, per LSEG consensus estimates.
Revenue: $26.04 billion vs. $24.65 billion expected by LSEG
Nvidia earnings are out — here are the numbers
https://www.cnbc.com/2024/05/22/nvidia-nvda-earnings-report-q1-2025-.html
Earnings Per Share: $6.12 adjusted vs. $5.59 adjusted, per LSEG consensus estimates.
Revenue: $26.04 billion vs. $24.65 billion expected by LSEG
Nvidia earnings are out — here are the numbers
https://www.cnbc.com/2024/05/22/nvidia-nvda-earnings-report-q1-2025-.html
Nvidia reports a 262% jump in sales, signals continuing AI boom
https://www.cnbc.com/2024/05/22/nvidia-nvda-earnings-report-q1-2025-.html?__source=androidappshare
https://www.cnbc.com/2024/05/22/nvidia-nvda-earnings-report-q1-2025-.html?__source=androidappshare
CNBC
Nvidia shares pass $1,000 for first time on AI-driven sales surge
Nvidia reported earnings after the bell. Here are the results.
듀퐁 3개로 분할
DuPont to Split Into Three Companies as CEO Ed Breen Steps Back
https://www.bloomberg.com/news/articles/2024-05-22/dupont-dd-to-split-into-three-companies-as-ceo-ed-breen-steps-back
DuPont to Split Into Three Companies as CEO Ed Breen Steps Back
https://www.bloomberg.com/news/articles/2024-05-22/dupont-dd-to-split-into-three-companies-as-ceo-ed-breen-steps-back
Bloomberg.com
DuPont to Split Into Three Companies as CEO Breen Steps Back
DuPont de Nemours Inc. plans to break up — again.
글로벌 인사이트: Standard Capital
그리고 영국 법 때문에 내년 1월까지 총선(+총리 결정)을 치뤄야 하는 상황인데 다우닝가에서 치킨(겁쟁이라는 의미) 코스튬 입고 "날짜 정해라"는 시위가 벌어지는 마당에 너무 끌 수는 없고 도박쟁이들의 베팅 및 내부자들에 따르면 10월이 유력하다는 듯 https://www.independent.co.uk/news/uk/politics/general-election-uk-date-2024-rishi-sunak-b2544039.html
영국 총선 일정은 갑분 7월로
노동당이 분명히 선두를 달리고 있지만 최근 괜찮았던 인플레 지표와 여론조사에 드러나지 않는 Shy한 표심이 큰 변수가 될 듯
Sunak Gambles on July 4 Election as Tories Struggle in Polls
https://www.bloomberg.com/news/articles/2024-05-22/uk-general-election-will-be-held-on-july-4-bbc-reports
노동당이 분명히 선두를 달리고 있지만 최근 괜찮았던 인플레 지표와 여론조사에 드러나지 않는 Shy한 표심이 큰 변수가 될 듯
Sunak Gambles on July 4 Election as Tories Struggle in Polls
https://www.bloomberg.com/news/articles/2024-05-22/uk-general-election-will-be-held-on-july-4-bbc-reports
Bloomberg.com
Sunak Gambles on Summer Election as Tories Struggle in Polls
Rishi Sunak called a surprise UK general election for July 4, with the prime minister battling a Downing Street downpour and protesters to set his Conservative Party up for a bruising six-week battle to try to stop Keir Starmer’s poll-leading opposition Labour…
요즘 미국에서 유행중인게 이런 건강건강한 것들인듯
SFM, SG
모두 대형마트와 음식점들이 고전하는 장세에서 눈에 띄게 아웃퍼폼중
https://m.blog.naver.com/PostView.naver?blogId=onsili&logNo=221257124013
https://blog.theprconsulting.com/681
SFM, SG
모두 대형마트와 음식점들이 고전하는 장세에서 눈에 띄게 아웃퍼폼중
https://m.blog.naver.com/PostView.naver?blogId=onsili&logNo=221257124013
https://blog.theprconsulting.com/681
NAVER
미국 마켓 스프라우트(SPROUTS)
작은 홀푸드 마켓이라 불리는 건강 마켓 미국 마켓 스프라우트(SPROUTS)미국 여행을 하면서 마켓을 ...
Southern Copper’s (NYSE:SCCO) long-delayed $1.4 billion Tia Maria copper mine project in Peru is expected to break ground by the end of 2024 or in the first half of 2025, after years of community protests and opposition over environmental concerns that had stalled the project.
The company states that social conditions have improved, and it now has the necessary licenses and authorizations to proceed with the 120,000 tons per year mine.
#구리
The company states that social conditions have improved, and it now has the necessary licenses and authorizations to proceed with the 120,000 tons per year mine.
#구리
총무성이 24일 발표한 4월 소비자물가지수(CPI, 2020년=100)는 변동성이 큰 신선식품을 제외한 종합지수가 107.1로 전년 동월 대비 2.2% 상승했다. 숙박료 등 서비스 가격 상승이 두드러졌다.
QUICK가 사전에 집계한 시장 전망치 중앙값은 2.2% 상승으로 2년 8개월 연속 전년 동월 대비 상승했다. 상승폭은 전월 2.6%에서 축소됐지만, 일본은행의 물가안정 목표치인 2%를 웃도는 상승세가 이어지고 있다.
신선식품과 에너지를 제외한 종합지수는 2.4% 상승했다. 신선식품을 포함한 종합지수는 2.5% 상승했다.
4月の消費者物価2.2%上昇、サービスの値上がり続く：日本経済新聞
https://www.nikkei.com/article/DGXZQOUA237Y70T20C24A5000000/
QUICK가 사전에 집계한 시장 전망치 중앙값은 2.2% 상승으로 2년 8개월 연속 전년 동월 대비 상승했다. 상승폭은 전월 2.6%에서 축소됐지만, 일본은행의 물가안정 목표치인 2%를 웃도는 상승세가 이어지고 있다.
신선식품과 에너지를 제외한 종합지수는 2.4% 상승했다. 신선식품을 포함한 종합지수는 2.5% 상승했다.
4月の消費者物価2.2%上昇、サービスの値上がり続く：日本経済新聞
https://www.nikkei.com/article/DGXZQOUA237Y70T20C24A5000000/
日本経済新聞
４月の消費者物価指数2.2％上昇、サービスの値上がり続く
総務省が24日発表した4月の消費者物価指数（CPI、2020年=100）は変動の大きい生鮮食品を除く総合指数が107.1となり、前年同月比で2.2%上昇した。エネルギーが上昇に転じ全体を押し上げた。QUICKが事前にまとめた市場予測の中央値は2.2%の上昇だった。2年8カ月連続で前年同月を上回った。伸びは前の月の2.6%から縮小したものの、日銀の物価安定目標である2%を超える上昇が続いている。
전기차에는 어떻게 세금을 물려야 할까?라는 주제는 전 세계적 떡밥인데, 대부분 답은 주행거리당 세금으로의 재편으로 결론지어지는 듯. 내연기관 시기에도 나오던 떡밥이였지만 추진 안 되던게 전기차 시대 들어서면서 논의가 활발해지는 편.
https://www.euractiv.com/section/electric-cars/opinion/as-transport-electrifies-governments-can-still-make-up-for-lost-fuel-duty-revenues
https://www.euractiv.com/section/electric-cars/opinion/as-transport-electrifies-governments-can-still-make-up-for-lost-fuel-duty-revenues
EURACTIV
As transport electrifies, governments can still make up for lost fuel duty revenues
Loss of fuel duty could cost governments billions in tax revenues. William Todts, executive director at T&E, explains why, even as an environmentalist, we should be taxing electric cars