๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
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(๋ฐฉ์žฅํ•œํ…Œ) ๋ฌป์ง€๋„ ๋”ฐ์ง€์ง€๋„ ์•Š๋Š” ๋ฐฉ

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https://t.iss.one/+rnPa_2M7WrhjMzdl
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๋‚˜์„  : ์ง„์งœ W๋„ค ใ…‹ใ…‹
๋จธ์Šคํฌ ๋นก์นจ
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<BofA ๋ฉ”๋ฆด๋ฆฐ์น˜> POSCO ํ™€๋”ฉ์Šค

-๋‹ฌ๋Ÿฌ์•ฝ์„ธ : 10๋…„๊ฐ„ ์ฃผ๊ฐ€ ์ƒ๊ด€๊ด€๊ณ„ 74%
-๋ฆฌ์˜คํ”„๋‹ ํ›„ ์ค‘๊ตญ HRC cash ๋งˆ์ง„ ๋ฐ˜๋“ฑ
-4Q์ €์  ์ดํ›„ 23๋…„ EBITDA/t 15๋งŒ์›+
-๋ฌด์—ญ๋ณดํ˜ธ์ฃผ์˜ : ๋‚ด์ˆ˜๊ฐ€๊ฒฉ ํ”„๋ฆฌ๋ฏธ์—„ ํ™•๋Œ€
-IRA์ดํ›„ 23-25๋…„ +14% EPS CAGR
-PB 0.4x / NAV discount ํ˜„์žฌ 61%
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์•ผ๊ต CL
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์ฝ”๋กœ๋‚˜19 ํ๋ ด ์น˜๋ฃŒ์ œ โ€˜๋ˆ„์„ธํ•€(NuSepin)โ€™์ด ์ตœ๊ทผ ์ค‘๊ตญ๋ฐœ ๊ตญ๋‚ด ์ž…๊ตญ๊ฐ ์ค‘ ์ฝ”๋กœ๋‚˜19 ์–‘์„ฑ๋ฅ ์ด 31.5%์— ์ด๋ฅด๋Š” ์ƒํ™ฉ์—์„œ ์ค‘์ฆํ™”์œจ๊ณผ ์น˜๋ช…๋ฅ ์„ ํ˜„์ €ํžˆ ๋‚ฎ์ถœ ์ˆ˜ ์žˆ์„ ๊ฒƒ์œผ๋กœ ๊ธฐ๋Œ€

https://www.getnews.co.kr/news/articleView.html?idxno=612075
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๋‚˜์„  !
"์ธ๋ ฅ ๊ตฌ์กฐ์กฐ์ •์— ๋Œ€ํ•œ ๊ณ„ํš์€ ์—†์œผ๋‚˜ ์ง์›๋“ค์˜ ๊ฐ•๋ ฅํ•œ ์š”์ฒญ์œผ๋กœ ์ด๋ฒˆ ํฌ๋งํ‡ด์ง์„ ์‹œํ–‰ํ•˜๊ฒŒ ๋˜์—ˆ๋‹ค"

??????????????????????

๋ญ˜ ์งค๋ผ๋‹ฌ๋ผ๊ณ  ์š”์ฒญ์„ ํ•˜๋ƒ ใ…‹ใ…‹ใ…‹ ํ‡ด์ง๊ธˆ 100๋งŒ์›๋งŒ ์ค˜์„œ ๋‚ด๋ณด๋‚ด๋ผ ใ…‹ใ…‹ใ…‹

https://www.hankyung.com/finance/article/2023010666366
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๋”๊ตฌ๋ฃจ ์ด ์‹œ๋ฐœ์ƒˆ๋ผ๋“ค ๊ธฐ์‚ฌ์—†์–ด์ง.

https://www.theguru.co.kr/news/article.html?no=47864
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์—ฐ๊ธฐ๊ธˆ ์†์ ˆ

๊ฐœ๋ฏธ๋“ค์ด ์˜ค์Šคํ…œ์ž„ํ”Œ๋ž€ํŠธ์— ์†Œ์†ก ๊ฑธ์—ˆ๋“ฏ์ด ์—ฐ๊ธฐ๊ธˆ์€ ๋”๊ตฌ๋ฃจ ์‹œ๋ฐœ์ƒˆ๋ผ๋“ค ๋Œ€์ƒ์œผ๋กœ ์†Œ์†ก ๊ฑธ์–ด๋ผ.
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์˜ค์Šคํ…œ์ž„ํ”Œ๋ž€ํŠธ ๊ด€๊ณ„์ž๋Š” โ€œNMPA ๋ฐœํ‘œ์— ํฌํ•จ๋œ ๋ฌด๋ถ€ํ•˜์†๋„(็ฉบ่ฝฝ่ฝฌ้€Ÿ)๊ฐ€ ์ž„ํ”Œ๋ž€ํŠธ ์ž์ฒด์™€๋Š” ๊ด€๋ จ์ด ์—†๋Š” ๋‚ด์šฉ์ด๋‹คโ€๋ฉฐ โ€œ์ž„ํ”Œ๋ž€ํŠธ ์‹ฌ์„ ๋•Œ ์“ฐ๋Š” ๊ธฐ๊ธฐ์˜ ์—”์ง„ ๋ฌธ์ œ์ผ ๊ฒƒ์œผ๋กœ ๋ณด๊ณ  ์žˆ๋‹คโ€๊ณ  ํ–ˆ๋‹ค.

https://n.news.naver.com/article/015/0004796675?sid=101
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