Forwarded from Market News Feed
THE REPORTED VICTIM IS UNITEDHEALTHCARE CEO BRIAN THOMPSON.
$UNH IS UNITEDHEALTH GROUP, WHICH IS THE PARENT OF UNITEDHEALTHCARE AND OPTUM. ...
$UNH IS UNITEDHEALTH GROUP, WHICH IS THE PARENT OF UNITEDHEALTHCARE AND OPTUM. ...
일대일로는 계속됩니다
다만 이번엔 미국의 주도
https://www.bloomberg.com/news/articles/2024-12-04/biden-unveils-600-million-in-new-financing-for-african-railway
다만 이번엔 미국의 주도
https://www.bloomberg.com/news/articles/2024-12-04/biden-unveils-600-million-in-new-financing-for-african-railway
Bloomberg.com
Biden Unveils $600 Million in New Financing for African Railway
President Joe Biden is rounding off his trip to Angola by announcing $600 million in new financing for a multi-country railway as the US looks to bolster its investment in critical minerals infrastructure in Africa and curb Chinese influence.
👍1
임기 말입니다만 앙골라에도 직접 방문을 하셔서 "전략적 경제 회랑"을 언급하며 강조하는 모습입니다. 또 관영언론 VOA를 통해 "중국에 대항하는" 전략임을 표현. 지금까지 40억 달러가 투입됨.
주된 역할은 코발트, 구리 등 주요 광물이 생산되는 내륙과 수출하는 해안간의 연계강화, 도로로 40일 걸리던 것을 40시간으로 단축.
그러나 규모 면에서 중국에 심하게 밀린다는 평가, 더 많은 투자가 필요한데 트럼프가 어떤 입장을 보일지?
Biden visits US-financed Angolan rail hub
주된 역할은 코발트, 구리 등 주요 광물이 생산되는 내륙과 수출하는 해안간의 연계강화, 도로로 40일 걸리던 것을 40시간으로 단축.
그러나 규모 면에서 중국에 심하게 밀린다는 평가, 더 많은 투자가 필요한데 트럼프가 어떤 입장을 보일지?
Biden visits US-financed Angolan rail hub
Voice of America
Biden visits US-financed Angolan rail hub
President Joe Biden gets first-hand look at US-financed rail project that weaves together his personal love of railroads with his desire to leave legacy in Africa that will outlive his administration.
❤1👍1
한국 은행들도 비슷하게 할 수 있음
Singapore Stock Benchmark Headed for Record High as Banks Rally
https://www.bloomberg.com/news/articles/2024-12-05/singapore-stock-benchmark-headed-for-record-high-as-banks-rally
Singapore Stock Benchmark Headed for Record High as Banks Rally
https://www.bloomberg.com/news/articles/2024-12-05/singapore-stock-benchmark-headed-for-record-high-as-banks-rally
Bloomberg.com
Singapore Stock Benchmark Headed for Record High as Banks Rally
Singapore’s stock market edged closer to an all-time high on Thursday, after a prolonged rally in bank shares.
British regulators approve $19 billion Vodafone-Three mobile merger
https://www.cnbc.com/2024/12/05/british-regulators-approve-19-billion-vodafone-three-mobile-merger-.html?__source=androidappshare
https://www.cnbc.com/2024/12/05/british-regulators-approve-19-billion-vodafone-three-mobile-merger-.html?__source=androidappshare
CNBC
British regulators approve $19 billion Vodafone-Three mobile merger
British regulators said the tie-up can proceed if both companies sign "binding commitments to invest billions" to roll out a 5G network across the U.K.
VC Deals
Heirloom, a San Francisco-based direct carbon-capture technology startup, has raised a $150 million Series B co-led by Future Positive and Lowercarbon Capital.
Biotech startup Maze Therapeutics, which is based in San Francisco and works within genetics, has raised a $115 million Series D co-led by Frazier Life Sciences and Deep Track Capital.
Copenhagen-based Antag Therapeutics has raised an $84 million Series A led by Versant Ventures to develop weight-loss treatments.
Arkansas-based Soda Health has raised a $50 million Series B led by General Catalyst for its health benefits analysis platform.
Fusion energy startup Acceleron has raised a $24 million Series A co-led by Lowercarbon Capital and Collaborative Fund.
Refoxy Pharmaceuticals, a German biotech startup, raised a €9.1 million seed round led by Boehringer Ingelheim Venture Fund.
PE Deals
Livingbridge invested in Kindred Education, a UK-based provider of early education, through its Enterprise 3 Fund.
Champlain Financial Corporation teamed with Fondaction in acquiring construction rental company Equipment St-Germain along with Excavations V. St-Germain.
Florida-based Rodina Capital has made a strategic refinancing and a $20 million equity raise for Rubicon Technologies, a technology developer focused on sustainable waste solutions for generators and material processors.
Dunes Point Capital has acquired Kravet, a company that sells furniture and other home decor to interior designers and other industry professionals.
Onity Group has completed the sale of its 15% interest in MSR Asset Vehicle to OakTree Capital Management for $49.5 million. The MSR Asset Vehicle is a fund focusing on investments in mortgage servicing rights.
MKB Company, an environmental control specialist that assists with erosion control, pollution prevention and stormwater management, has been acquired by Align Capital Partners.
Consumer-packages goods investor Sojourner Consumer Partners has invested in Hawaii Coffee Company and, as a result, created SoJo Coffee Platform, focusing on ready-to-drink coffee companies in North America.
Combined Caterers, an event and catering service company, has scored an investment from CCMP Growth Advisors, while Falfurrias Capital Partners exits the company.
Exits
A Carlyle-led consortium is exploring a sale of seaplane company Trans Maldivian Airways, Bloomberg reported.
Warburg Pincus-backed logistics and industrial property developer BW Industrial is pursuing a listing in Vietnam, Bloomberg reported.
TPG is considering a sale of Crunch Fitness for $1.5 billion, Reuters reported.
Bridge Growth Partners has secured an exit of Syniti, a company that provides data management software and services, to Capgemini.
Replan, a supply chain management and planning platform provider, has been acquired by Demand Chain AI for an undisclosed amount.
Fundraising
Luxembourg-based Triton Partners raised over €1 billion for Triton Debt Opportunities Fund III.
Next Tier Ventures and GVC Gaesco launched a €50 million fund targeting B2B AI startups across Europe, the US and Latin America.
Heirloom, a San Francisco-based direct carbon-capture technology startup, has raised a $150 million Series B co-led by Future Positive and Lowercarbon Capital.
Biotech startup Maze Therapeutics, which is based in San Francisco and works within genetics, has raised a $115 million Series D co-led by Frazier Life Sciences and Deep Track Capital.
Copenhagen-based Antag Therapeutics has raised an $84 million Series A led by Versant Ventures to develop weight-loss treatments.
Arkansas-based Soda Health has raised a $50 million Series B led by General Catalyst for its health benefits analysis platform.
Fusion energy startup Acceleron has raised a $24 million Series A co-led by Lowercarbon Capital and Collaborative Fund.
Refoxy Pharmaceuticals, a German biotech startup, raised a €9.1 million seed round led by Boehringer Ingelheim Venture Fund.
PE Deals
Livingbridge invested in Kindred Education, a UK-based provider of early education, through its Enterprise 3 Fund.
Champlain Financial Corporation teamed with Fondaction in acquiring construction rental company Equipment St-Germain along with Excavations V. St-Germain.
Florida-based Rodina Capital has made a strategic refinancing and a $20 million equity raise for Rubicon Technologies, a technology developer focused on sustainable waste solutions for generators and material processors.
Dunes Point Capital has acquired Kravet, a company that sells furniture and other home decor to interior designers and other industry professionals.
Onity Group has completed the sale of its 15% interest in MSR Asset Vehicle to OakTree Capital Management for $49.5 million. The MSR Asset Vehicle is a fund focusing on investments in mortgage servicing rights.
MKB Company, an environmental control specialist that assists with erosion control, pollution prevention and stormwater management, has been acquired by Align Capital Partners.
Consumer-packages goods investor Sojourner Consumer Partners has invested in Hawaii Coffee Company and, as a result, created SoJo Coffee Platform, focusing on ready-to-drink coffee companies in North America.
Combined Caterers, an event and catering service company, has scored an investment from CCMP Growth Advisors, while Falfurrias Capital Partners exits the company.
Exits
A Carlyle-led consortium is exploring a sale of seaplane company Trans Maldivian Airways, Bloomberg reported.
Warburg Pincus-backed logistics and industrial property developer BW Industrial is pursuing a listing in Vietnam, Bloomberg reported.
TPG is considering a sale of Crunch Fitness for $1.5 billion, Reuters reported.
Bridge Growth Partners has secured an exit of Syniti, a company that provides data management software and services, to Capgemini.
Replan, a supply chain management and planning platform provider, has been acquired by Demand Chain AI for an undisclosed amount.
Fundraising
Luxembourg-based Triton Partners raised over €1 billion for Triton Debt Opportunities Fund III.
Next Tier Ventures and GVC Gaesco launched a €50 million fund targeting B2B AI startups across Europe, the US and Latin America.
MicroStrategy leads crypto stocks higher after bitcoin tops $100,000
https://www.cnbc.com/2024/12/05/microstrategy-leads-crypto-stocks-higher-after-bitcoin-tops-100000-for-the-first-time.html?__source=androidappshare
https://www.cnbc.com/2024/12/05/microstrategy-leads-crypto-stocks-higher-after-bitcoin-tops-100000-for-the-first-time.html?__source=androidappshare
CNBC
MicroStrategy gives up big gain, turns negative despite bitcoin $100,000 milestone
Crypto-linked stocks gave up big gains even after bitcoin prices reached $100,000 for the first time ever.
Trump says venture capitalist David Sacks will be AI and crypto 'czar'
https://www.cnbc.com/2024/12/05/trump-david-sacks-billionaire-ai-crypto.html?__source=androidappshare
https://www.cnbc.com/2024/12/05/trump-david-sacks-billionaire-ai-crypto.html?__source=androidappshare
CNBC
Trump says venture capitalist David Sacks will be AI and crypto 'czar'
David Sacks spoke at the Republican National Convention in Milwaukee in July and hosted a fundraiser for Trump in San Francisco.
Forwarded from 피카츄 아저씨⚡️
YouTube
화석 연료 외친 트럼프, 찾아온 천연가스 전성 시대?
트럼프 수혜주에 관심이 있으신 분!🧐
앞으로 어떤 곳에 투자하면 될까 고민하시는 분! 😖
다들 주목해주세요!🙌🏻
‘Drill baby Drill’이라고 외치던 트럼프가 당선되면서
화석 연료의 붐이 다시 찾아올 거라고 보는데요.
그 중에서 가장 핫한 분야는 바로~바로~ 천연가스?! 😃💰
이런 소식에 발 빠르게 움직인 KoAct!
천연가스 인프라에 투자하는 포트폴리오를 구성했는데요!
트럼프 당선으로 날아오를 천연가스 투자~💵
KoAct의 해석이 궁금하다면…
앞으로 어떤 곳에 투자하면 될까 고민하시는 분! 😖
다들 주목해주세요!🙌🏻
‘Drill baby Drill’이라고 외치던 트럼프가 당선되면서
화석 연료의 붐이 다시 찾아올 거라고 보는데요.
그 중에서 가장 핫한 분야는 바로~바로~ 천연가스?! 😃💰
이런 소식에 발 빠르게 움직인 KoAct!
천연가스 인프라에 투자하는 포트폴리오를 구성했는데요!
트럼프 당선으로 날아오를 천연가스 투자~💵
KoAct의 해석이 궁금하다면…
VC Deals
Nuvig Therapeutics, a biotech startup focusing on autoimmune diseases, has raised a $161 million Series B led by Sanofi Ventures, Blue Owl Healthcare Opportunities and Norwest Venture Partners.
Atlanta-based Tractian, a manufacturing AI and logistics startup, has raised a $120 million Series C led by Sapphire Ventures.
Cleerly, a Denver-based cardiovascular imaging startup, has raised a $106 million Series C led by Insight Partners and Battery Ventures.
Zopa, a London-based digital bank, is finalizing an £80 million investment, Sky News reported.
Sage, which offers a platform for senior living operations management, has raised a $35 million Series B led by IVP.
D-Fend Solutions, an Israeli defense tech startup, raised $31 million in a round led by Israel Growth Partners.
Tuskira, an AI cybersecurity startup based in San Francisco, has emerged from stealth and raised $28.5 million from Intel Capital and SYN Ventures.
San Francisco-based BRM, an AI vendor management and procurement specialist, has raised $21.6 million in a combined seed round and Series A led by Caffeinated Capital and Base10.
FibreCoat, a Germany-based developer of space materials, secured a nearly €20 million Series B led by NewSpace Capital and Goose Capital.
PE Deals
Family-owned Spectra Confectionary has agreed to be acquired by SK Capital Partners, marking the firm's seventh investment in the food ingredients sector.
Emerging manager The Brydon Group has acquired Better Impact, a software developer that specializes in volunteer management and engagement.
Spindrift Beverages is close to striking a deal with Gryphon Investors, potentially valuing the sparkling water company at more than $650 million, The Wall Street Journal reported.
Air Innovations, a manufacturer of environmental process control systems, has been acquired by Altus Capital Partners.
Boston-based Truck 9 Partners has made an investment in waterworks and wastewater products distributor Ti-SALES.
FortyAU, a software development company that provides solutions to healthcare clients, has received an investment from ASH Investment Partners. The deal marks the firm's second platform investment with capital originating from its $150 million digital services fund.
Backcast Partners has made a strategic investment in World Water Works, a company specializing in water treatment services, building on a growth investment made by Chartwell Investments Entrepreneur & Founder Capital.
Apollo affiliates have acquired a 50% stake in Texas solar and battery energy storage system portfolio from TotalEnergies.
Kudu Investment Management has made a minority investment in RiverNorth Capital Management as the firm undertakes a growth initiative and expands its closed-end fund platform.
Splitero, a tech company that focuses on making home equity more accessible for homeowners, has received a $350 million commitment in home equity investments from Blue Owl.
Exits
Experian has purchased Audigent, a data activation and identity management platform for the advertising community, for an undisclosed amount.
Fundraising
Seraya is preparing the second iteration of its pan-Asia infrastructure fund, after the firm has witnessed swift deployment of its $800 million predecessor, Infrastructure Investor reported.
Cambridge, Massachusetts-based Atlas Ventures has raised $450 million for its fourteenth fund focused on biotech investing.
Nuvig Therapeutics, a biotech startup focusing on autoimmune diseases, has raised a $161 million Series B led by Sanofi Ventures, Blue Owl Healthcare Opportunities and Norwest Venture Partners.
Atlanta-based Tractian, a manufacturing AI and logistics startup, has raised a $120 million Series C led by Sapphire Ventures.
Cleerly, a Denver-based cardiovascular imaging startup, has raised a $106 million Series C led by Insight Partners and Battery Ventures.
Zopa, a London-based digital bank, is finalizing an £80 million investment, Sky News reported.
Sage, which offers a platform for senior living operations management, has raised a $35 million Series B led by IVP.
D-Fend Solutions, an Israeli defense tech startup, raised $31 million in a round led by Israel Growth Partners.
Tuskira, an AI cybersecurity startup based in San Francisco, has emerged from stealth and raised $28.5 million from Intel Capital and SYN Ventures.
San Francisco-based BRM, an AI vendor management and procurement specialist, has raised $21.6 million in a combined seed round and Series A led by Caffeinated Capital and Base10.
FibreCoat, a Germany-based developer of space materials, secured a nearly €20 million Series B led by NewSpace Capital and Goose Capital.
PE Deals
Family-owned Spectra Confectionary has agreed to be acquired by SK Capital Partners, marking the firm's seventh investment in the food ingredients sector.
Emerging manager The Brydon Group has acquired Better Impact, a software developer that specializes in volunteer management and engagement.
Spindrift Beverages is close to striking a deal with Gryphon Investors, potentially valuing the sparkling water company at more than $650 million, The Wall Street Journal reported.
Air Innovations, a manufacturer of environmental process control systems, has been acquired by Altus Capital Partners.
Boston-based Truck 9 Partners has made an investment in waterworks and wastewater products distributor Ti-SALES.
FortyAU, a software development company that provides solutions to healthcare clients, has received an investment from ASH Investment Partners. The deal marks the firm's second platform investment with capital originating from its $150 million digital services fund.
Backcast Partners has made a strategic investment in World Water Works, a company specializing in water treatment services, building on a growth investment made by Chartwell Investments Entrepreneur & Founder Capital.
Apollo affiliates have acquired a 50% stake in Texas solar and battery energy storage system portfolio from TotalEnergies.
Kudu Investment Management has made a minority investment in RiverNorth Capital Management as the firm undertakes a growth initiative and expands its closed-end fund platform.
Splitero, a tech company that focuses on making home equity more accessible for homeowners, has received a $350 million commitment in home equity investments from Blue Owl.
Exits
Experian has purchased Audigent, a data activation and identity management platform for the advertising community, for an undisclosed amount.
Fundraising
Seraya is preparing the second iteration of its pan-Asia infrastructure fund, after the firm has witnessed swift deployment of its $800 million predecessor, Infrastructure Investor reported.
Cambridge, Massachusetts-based Atlas Ventures has raised $450 million for its fourteenth fund focused on biotech investing.
❤1
루마니아 헌법재판소가 '러시아발 외세 개입 정황'을 이유로 대선 결과를 무효화 했습니다.
집 가서 업데이트 드리겠습니다.
집 가서 업데이트 드리겠습니다.
🔥4
글로벌 인사이트: Standard Capital
루마니아 헌법재판소가 '러시아발 외세 개입 정황'을 이유로 대선 결과를 무효화 했습니다. 집 가서 업데이트 드리겠습니다.
러시아가 틱톡 등 SNS로 영향력을 미친걸 외세 개입으로 판단했습니다.
이런게 외세 개입으로 제대로, 공식적으로 인정받은 첫 사례가 아닌가 싶네요.
https://www.politico.eu/article/romania-court-cancels-presidential-election-runoff-tiktok-russian-influence-calin-georgescu/
1차 투표가 시작되기 불과 2주 전에 소셜 미디어 앱 TikTok에서 조르지스쿠를 지지하는 계정 25,000개가 갑자기 활동을 시작했다고 합니다.
이런게 외세 개입으로 제대로, 공식적으로 인정받은 첫 사례가 아닌가 싶네요.
https://www.politico.eu/article/romania-court-cancels-presidential-election-runoff-tiktok-russian-influence-calin-georgescu/
POLITICO
Romanian court cancels presidential election amid Russian influence fears – POLITICO
Ultranationalist candidate Călin Georgescu slams constitutional court ruling and urges supporters to show they are “brave.”
👍1
이번 판결로 경선투표 직전에 다시 1차 선거부터 치르게 생긴 조르지스쿠라는 후보 자체가 주로 틱톡에서 유세를 펼쳐왔습니다. Pro-Russian 성향으로, 나토에 대해서도 회의적인 것으로 평가받습니다.
그가 1차 경선에서 승리하긴 했으나 이는 기성 정치에 대한 회의감 때문에 나온 것이지, 루마니아 국민 중 다수가 친러 성향이라고 판단하는 근거로 쓰면 안 된다는 의견도 있었네요. 헝가리와 슬로바키아, 세르비아 정도를 제외하면 우크라이나-러시아 접경국 혹은 인접국에서 국민적으로 친러 성향이 우세한 국가는 별로 없는걸 생각하면 유효한 해석으로 생각됩니다.
틱톡이 실제로 여론조작의 장으로 이용된게 입증된 근거라며 미국의 틱톡 금지론이 재점화될 동기를 만들어줄 수 있다는 생각도 들고요, 또 정치적으로 혼란 증가중인 국가에는 혼란을 키울 동기로도 충분히 작용할 수 있을 듯.
https://www.aljazeera.com/news/2024/11/25/who-is-calin-georgescu-romanian-right-wing-candidate-leading-the-election
2022년 인터뷰에서 게오르게스쿠는 블라디미르 푸틴 러시아 대통령을 세계에서 몇 안 되는 진정한 지도자 중 한 명이라고 불렀습니다... 루마니아 군사기지 데베셀루에 배치된 나토의 탄도미사일 방어막을 “외교의 수치”라고 표현했습니다. 그는 또한 러시아가 회원국을 공격할 경우 나토가 회원국을 보호하지 않을 것이라고 말했습니다.
그가 1차 경선에서 승리하긴 했으나 이는 기성 정치에 대한 회의감 때문에 나온 것이지, 루마니아 국민 중 다수가 친러 성향이라고 판단하는 근거로 쓰면 안 된다는 의견도 있었네요. 헝가리와 슬로바키아, 세르비아 정도를 제외하면 우크라이나-러시아 접경국 혹은 인접국에서 국민적으로 친러 성향이 우세한 국가는 별로 없는걸 생각하면 유효한 해석으로 생각됩니다.
틱톡이 실제로 여론조작의 장으로 이용된게 입증된 근거라며 미국의 틱톡 금지론이 재점화될 동기를 만들어줄 수 있다는 생각도 들고요, 또 정치적으로 혼란 증가중인 국가에는 혼란을 키울 동기로도 충분히 작용할 수 있을 듯.
https://www.aljazeera.com/news/2024/11/25/who-is-calin-georgescu-romanian-right-wing-candidate-leading-the-election
Al Jazeera
Who is Calin Georgescu, Romanian right-wing candidate leading the election?
The judo-loving TikTok campaigner won most votes in the first round of the presidential election. Here's what it means.
👍2
루마니아라는 국가 자체의 산업은 별 볼 일 없지만 나름 유럽 역내에서는 주요한 자동차 생산국 중 하나기도 하죠. 그를 반증하듯 수출입 모두 독일이 20%로 1위이고, 나머지 상위 국가도 수입의 중국(5위) 제하면 전부 EU 국가들. EU 의존이 매우 심한 국가면서 헝가리만한 중요도는 없는 국가라 삐딱선을 탔을때 꼴이 좋지는 않을거로 보입니다.
https://wits.worldbank.org/CountryProfile/en/Country/ROM/Year/2021/Summarytext
https://wits.worldbank.org/CountryProfile/en/Country/ROM/Year/2021/Summarytext
wits.worldbank.org
Romania Trade Summary 2021 | WITS | Text
Merchandise Trade summary statistics for Romania (ROM) including exports and imports, applied tariffs, top export and import by partner countries and top exported/imported product groups, along with development indicators from WDI such as GDP, GNI per capita…
👍1🥰1
일본국철 민영화 이후로 금기시 되어왔던 운임 인상의 스타트를 동일본여객철도가 먼저 끊었습니다.
일부 패스 개악 및 가격 대폭 인상이 잦아져서 혹시나 했는데 결국 기본 운임까지 손을 댑니다. 인상폭이 상당히 큽니다. 또 일부 대도시권 한정 할인 특례도 폐지됩니다.
일반운임 7.8%, 통근정기권 12%, 통학정기권 4.9%
특히 대도심권은 더 높아서 보통운임 10.4%, 통근정기 13.3%, 통학정기 8.0%
도쿄의 2호선인 야마노테선내는 각각 16.4%, 22.9%, 16.8%
https://www.jreast.co.jp/press/2024/20241206_ho02.pdf
일부 패스 개악 및 가격 대폭 인상이 잦아져서 혹시나 했는데 결국 기본 운임까지 손을 댑니다. 인상폭이 상당히 큽니다. 또 일부 대도시권 한정 할인 특례도 폐지됩니다.
일반운임 7.8%, 통근정기권 12%, 통학정기권 4.9%
특히 대도심권은 더 높아서 보통운임 10.4%, 통근정기 13.3%, 통학정기 8.0%
도쿄의 2호선인 야마노테선내는 각각 16.4%, 22.9%, 16.8%
https://www.jreast.co.jp/press/2024/20241206_ho02.pdf
❤1🔥1
사실 아주 금기시된건 아니긴 한데요
국철시절에 부채 감축과 경영합리화를 명목으로 땡겨둔 폭이 너무 커서 잘 안 올리는게 일종의 사회적 합의였습니다
요 근래 들어 부쩍 상승폭이 심해졌고 저기에서 10% 이상씩 더 땡긴다는 것임
사진 출처는
https://www.shikoku-np.co.jp/national/economy/20220405000350
국철시절에 부채 감축과 경영합리화를 명목으로 땡겨둔 폭이 너무 커서 잘 안 올리는게 일종의 사회적 합의였습니다
요 근래 들어 부쩍 상승폭이 심해졌고 저기에서 10% 이상씩 더 땡긴다는 것임
사진 출처는
https://www.shikoku-np.co.jp/national/economy/20220405000350
🔥1