글로벌 인사이트: Standard Capital
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Standard Capital은 미국을 포함한 전 세계에서 투자 기회를 탐색하는 해외주식 리서치 채널입니다.
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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.

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
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
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.
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
1주 -> 10주 분할
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
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/
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
Pier 1이라는 리테일 체인이 있었음. 편집샵 같은 곳이였는데 파산한 뒤 브랜드만 팔려 온라인 몰만 운영중이다 다시 팔림. 사간 쪽은 "실제 오프라인 매장의 재운영" 시사.

Bitts는 “Omni는 수많은 소비자 채널에서의 운영을 고려하고 있으며 이러한 채널 중 하나는 실제 매장을 운영하는 것입니다.”라고 말했습니다. “Omni는 커뮤니티 구축 노력의 일환으로 유기적인 소셜 전략을 포함할 계획입니다. 이를 통해 새로운 콘텐츠, 창작자, 파트너십이 탄생할 것입니다.”

https://www.retaildive.com/news/pier-1-stein-mart-ownership-changes-hands-omni-retail-enterprises/716808
JCPenney 등 다른 파산하면서 오프라인 리테일의 몰락을 상징하나 싶었던 곳도 매장 리모델링이니 재확장이니 하는 전략을 내세우기 시작. 그리고 오프라인 매장은 굳건하다는 CBRE.

실제 매장은 여전히 ​​중요하며 데이터에 따르면 디지털 판매를 촉진하려면 오프라인 매장이 필요합니다. ICSC 보고서에 따르면 소매점을 개설하면 브랜드의 디지털 매출이 일시적으로 6.9% 증가하는 반면, 폐쇄하면 온라인 매출이 11.5% 감소합니다.

보고서에 따르면 온라인 판매는 계속해서 직접 구매를 지원하며 전체 소매 판매에서 큰 비중을 차지합니다.

"전자 상거래로 인해 오프라인 소매업이 쓸모없게 될 가능성은 없습니다." 보고서.상태. 오히려 전자상거래는 계속해서 매장 내 판매 증가를 촉진하는 촉매제 역할을 할 것입니다.”

CBRE는 이것이 "경험이 독특하고 기술로 복제할 수 없는" 거리 소매점 내에서 더욱 정확하다고 덧붙였습니다.

https://www.retaildive.com/news/street-retail-isnt-suffering-cbre-report/716157
받)

*단순 사실의 공유입니다
VC DEALS
Stockholm-based textile recycling company Syre raised $100 million in a Series A led by TPG Rise Climate.

AI chip developer EnCharge AI, based in the Bay Area, is seeking at least $70 million from investors, Bloomberg reported. The company is backed by the US Defense Advanced Research Projects Agency.

Enifer, a Finnish company that produces fungi-based protein ingredients for the food industry, raised €36 million. The funding comprises a €15 million Series B and €9 million in debt, adding to an earlier €12 million investment grant from Business Finland.

Lumos, a San Francisco-based startup centralizing workplace management software, raised a $35 million Series B led by Scale Venture Partners.

Atropos Health, which uses generative AI to provide personalized healthcare data, raised a $33 million Series B led by Valtruis.

New York-based Cover Whale, a fintech startup specializing in auto insurance, raised $27.5 million in debt and equity from Morgan Stanley Expansion Capital.

Patronus AI, which is working to enhance security and reliability in large language models, raised a $17 million Series A led by Notable Capital.

XSquare, a Singapore-based startup that offers automated warehouse solutions, has raised S$10.5 million (about $7.8 million) in a Series A led by Wavemaker Partners.

PE DEALS
KPS Capital Partners has agreed to purchase Tate & Lyle's remaining ownership interest in plant-based food producer Primient for $350 million.

NYSE-listed wealth management software company Envestnet is attracting takeover interest from Advent International and GTCR, Bloomberg reported.

London-listed financial services company Hargreaves Lansdown rejected a £4.67 billion takeover offer from a consortium including CVC Capital Partners, Nordic Capital and an Abu Dhabi Investment Authority subsidiary.

Beijing-based Centurium Capital is considering bringing new backers into Chinese coffee chain Luckin Coffee through a continuation fund, Bloomberg reported.

Indie films company Anton secured €100 million from BlackRock to boost its commercial European film projects.

FPE Capital acquired Vanda Research, which provides data and research to institutional capital markets investors. The deal is FPE's sixth investment out of its third fund which raised £185 million in 2022.

EXITS & IPOS
Sandberg Capital is selling its 100% stake in Slovakian web hosting company Webglobe to Group.one, a cloud and hosting services company based in Sweden.

The Carlyle Group has exited the entirety of its minority stake in publicly listed Rede D'Or, a Brazilian hospital chain, for roughly 2.2 billion reais (around $426.9 million).

Texas-based Firefly Aerospace, a startup developing orbital launch technology, is exploring a sale after a late-2023 valuation of $1.5 billion.

Global Thermostat, a Colorado-based startup specializing in direct air capture technology, has been acquired by Zero Carbon Systems.

FUNDRAISING
Dallas-based buyout firm Paceline Equity Partners has closed on $780 million for its second opportunity fund, AltAssets reported.

London-based PE house Permira is targeting €750 million for its new private credit fund, Strategic Opportunities I, The Wall Street Journal reported.

Indianapolis-based Elevate Ventures has partnered with the state of Indiana to launch a fund targeting $100 million.