. 1 5 .22 2020 11 10 A . . A 14 . A " 6 , " "3 " . 15 A ' ' . " 2020 11 10 . , A " . A . A A " " . " 2 '' , " ." , " " " . A , . , . . . " . " " " . " A . " " , " . mshong@hankyung.com
[] () () . . = 22 , . . , . 6000 , 3500 , 2500 . . , , . 2500 .347 1 . 1 680 , 6000 . , . toyo@ilyo.co.kr
22() . (Fed) ( ) . “Fed 75bp(0.75%) ” .S&P500 2.77% 4,271.78, 2.55% 12,839.29, 2.82% 33,811.40 . (981.36) 2020 6 11 2 . 4 . Fed “ 50bp ” . “75bp ” . (FOMC) . 5 6 FOMC 75bp . 6 (Fed) 75bp(0.75%… [+459 chars]
[= ] , , , · . . · . . ... . 23 ··· 1 . 20 4 · · · (1~4) 4578039 27 2023 4 26 . . . 228 6, 15 . 18, 20 . . . 2 . , . . 427 1(1882) 8 . 50 7 1 . 4 . A () 4 . 1 . 9 107() 215000(14) 21(… [+73 chars]
. . ' ' . 22 KG ' ' . 40 5 . KG KG 7 . KG 6 22 KG 20% . KG 211 . . . 363000 . 19 124468 . 5 . . . 25.1% , . 4.42% . LG(22.8%), (20.8%) 0.99%, 1.69% . . ( ) . [ ][ & mk.co.kr, ]
1 () '11' . . SK 3 (IPO) . SK, SK, SK, . 22 (IB) 11 10 (RFP) . 11 . 11 5 . . 11 . 2018 MG, H&Q '5 ' . 11 5000 . 11 2008 2 . SK 2018 . 2020 11 6% . (17%), ·(15%), (13%) . 11 . . (1), (2), GS (3… [+246 chars]
[= ] 2 . 3.1% . (IMF) 19 3.6% . 1 0.8% . 3.0% 2.5% . " " 4.0% 3% . ·, , . 3.0% 5 . . 14 " " " 2 2% " . 2% . 21 Aa2() 2.7% . " ·, · · 2% " . 3% . 3% 4% . . . 26 1 . 1 . IBK " " . " 1 " " … [+191 chars]
. 1 4 . 22 1 0.91% . 4(1.03%) 0.12%, 1(0.96%) 0.05% . (1.17%1.01%), (0.78%0.72%) . (1.28%1.08%), (1.06%0.96%), (1.06%0.90%) . (1.31%), (1.01%), (0.91%) 3 (0.91%) . 1 ( ) 618000(476.6) . 4( 766… [+80 chars]
2 (BTS) BTS . " " ' ' . 3 , BTS . · BTS . ?
. 1 5 .22 2020 11 10 A . . A 14 . A " 6 , " "3 " . 15 A ' ' . " 2020 11 10 . , A " . A . A A " " . " 2 '' , " ." , " " " . A , . , . . . " . " " " . " A . " " , " . mshong@hankyung.com
SM . (=SM ) SM .21 . SM , . 5 26 ·, SM , . K SM 19.21% . . . 21 . , . . 15 3 . 10 CJ ENM . CJ ENM SM . . SM CJ ENM 2 .
22 IT . , . IT . , , IT IT(WIS 2022) . , , , . . (Klling). . WIS . , 3 . , . IT IT 22 . . 3(20~22) . A C . A IT . (·20·) . . C 5G(5 ) . . , , . . . . . SKT UAM 4D . SKT KT . SKT… [+320 chars]
