Author: Dongjin Lee

현대차, 리튬 가격 약세에 中 리튬 업체들과 장기 공급계약 “쌀 때 사두자”

현대차, 리튬 가격 약세에 中 리튬 업체들과 장기 공급계약 “쌀 때 사두자”

中 간펑리튬과 4년간 배터리 주원료인 ‘수산화리튬’ 직접 공급받기로 앞서 ‘성신리튬에너지’와도 공급계약 체결, 리튬 가격 하락 영향도 일조 리튬 가격, 전기차 시장 둔화 우려에 지난해 초 대비 80% 이상 폭락 현대자동차가 중국 수산화리튬 생산 업체들과 4년간 리튬 공급계약을 체결했다. 최근까지 리튬 가격 약세가 지속된 영향이다. 2022년 정점을 찍었던 리튬 가격은 지난해 단기 공급 과잉과 공급 부족…

‘K-Webtoon’ sales in 2022 are the largest ever, “Author’s average annual income is more than twice the average salary of office workers”

‘K-Webtoon’ sales in 2022 are the largest ever, “Author’s average annual income is more than twice the average salary of office workers”

By 2022, webtoon industry sales will reach KRW 1.9 trillion, and webtoon platform sales will exceed KRW 1 trillion for the first time in history On the other hand, the artist’s income was ‘2 million won per year’, a decrease of 9,840 million won compared to the previous year However, writer ‘Suduruk’ earns hundreds of…

‘Hyundai Motor Group’, which ranked 2023rd in global sales in 3, must also increase its share of ‘eco-friendly cars’, a future food source

‘Hyundai Motor Group’, which ranked 2023rd in global sales in 3, must also increase its share of ‘eco-friendly cars’, a future food source

Last year, global sales amounted to 7,302,451 units, up 6.7% from the previous year Last year, when there were no supply chain issues, sales were boosted solely through product quality However, the sales volume of the eco-friendly car business ranks 7th globally, and the company has decided to focus more on targeting emerging markets Hyundai…

韓 부채 비율, 공무원·군인연금 충당부채 포함하면 ‘남미 개도국’보다 높아

韓 부채 비율, 공무원·군인연금 충당부채 포함하면 ‘남미 개도국’보다 높아

한국 GDP 대비 일반정부부채 비율, 공무원연금 충당부채 포함 시 ‘110.6%’ 반면 정부 공식 통계 부채는 53.5%, 국민연금 보유 국공채 ‘내부거래’로 제외된 탓 이미 국가채무비율 증가 속도 세계 5위, ‘재정 준칙 법제화 추진’ 등 개혁 서둘러야 우리나라 정부 부채 비율이 공적연금 충당부채를 포함할 경우 남미 개도국인 콜롬비아보다도 높다는 주장이 나왔다. 국내 주요 투자자인 국민연금이 보유한 국내…

“Capture the votes of 1,400 million individual investors” Capital market advancement fading amid a flurry of general election pledges

“Capture the votes of 1,400 million individual investors” Capital market advancement fading amid a flurry of general election pledges

Political pledges target minority shareholders, which have increased by nearly 2.5 times compared to before COVID-19 A representative example is the pledge to revise the Commercial Act to be shareholder-friendly After the election, there should not be a patronizing policy of ‘I don’t know’, as it may limit the growth of the capital market Ahead…

Fed hawk members who directly refute the ‘March interest rate cut theory’, “We are concerned about sticky inflation”

Fed hawk members who directly refute the ‘March interest rate cut theory’, “We are concerned about sticky inflation”

Waller “If interest rates are lowered too early, the worst-case scenario could be a resumption of rising prices” Governor Rafael “Inflation must clearly fall to the Fed’s target of 2%” However, the probability of an early cut in the U.S. interest rate futures market in March still exceeds 3% Representative hawkish figures from the U.S….

“Aiming for the 30兆 market” Carrot introduces a pilot service for ‘certified increased vehicles’ diagnosed by a diagnostic evaluator

“Aiming for the 30兆 market” Carrot introduces a pilot service for ‘certified increased vehicles’ diagnosed by a diagnostic evaluator

Resolving information imbalance by disclosing ‘photos taken by appraisers and repair history’ of used cars for sale Pilot introduction centered on Seoul and Gyeonggi region; formal service introduction not yet determined Following automakers, rental car companies are entering the used car market, with competition expected to heat up Carrot, Korea’s leading local life app, collaborated…

“Breaking down the boundary between food and bio” Orion Group acquires K-Bio’s first generation ‘LegoChemBio’

“Breaking down the boundary between food and bio” Orion Group acquires K-Bio’s first generation ‘LegoChemBio’

Orion plans to secure a 25.73% stake in LegoChem, with a total investment cost of 547.5 billion won ‘LegoChem CEO Kim Yong-joo’ retains his position as CEO, speeding up development of existing new drugs However, the stock price fell sharply on the first day of the acquisition announcement due to the possibility of a ‘downward…

Battery manufacturers trying to find cheap Chinese parts, “What is the survival strategy for the Korean battery manufacturing industry?”

Battery manufacturers trying to find cheap Chinese parts, “What is the survival strategy for the Korean battery manufacturing industry?”

K-Battery Manufacturers Cut Costs Due to Slowing Demand for Electric Vehicles China: Less competitive in material handling, technology, and delivery, but advantageous in being inexpensive “Market diversification is the only way to survive” Korean small and medium-sized furniture companies are likely to expand into overseas markets, including the U.S. Domestic battery manufacturers appear to be…

Financial Services Commission, which maintains its stance of not allowing domestic investment in ‘Bitcoin spot ETF’, criticizes the industry for “anachronistic judgment”

Financial Services Commission, which maintains its stance of not allowing domestic investment in ‘Bitcoin spot ETF’, criticizes the industry for “anachronistic judgment”

Domestic trading of spot ETFs and issuance by management companies may violate the Capital Markets Act Trading of existing overseas listed Bitcoin futures ETFs is possible It was also pointed out that “growth momentum is being taken away from the rapid growth of virtual assets” Financial authorities have banned both investment in Bitcoin spot ETFs…

Expectations for an interest rate cut that could not be dampened by the ‘CPI rebound’, “New York stock market ↑ U.S. bond interest rate ↓”

Expectations for an interest rate cut that could not be dampened by the ‘CPI rebound’, “New York stock market ↑ U.S. bond interest rate ↓”

December CPI increase rate increased by 12% compared to the previous year and increased by 3.4% compared to the previous month Despite signs of strengthening inflation, major New York stock market indices remain strong Wall Street: “The general trend is still towards disinflation, and a base interest rate cut is expected in March” With the…

“In a short period of time, demand has increased by hundreds of millions of won” Seoul apartment rental prices have risen for 8 consecutive months, How long will the upward trend last?

“In a short period of time, demand has increased by hundreds of millions of won” Seoul apartment rental prices have risen for 8 consecutive months, How long will the upward trend last?

Apartment rentals in Seoul have been on the rise for 33 consecutive weeks since the third week of May last year This year, the jeonse price has increased due to a decrease in the number of tenants moving in and a slump in the sales market Jeonse rents are expected to continue to rise due…

The MyData billing calculation system that was finally confirmed heralds a ‘direct hit’ to the fintech industry

The MyData billing calculation system that was finally confirmed heralds a ‘direct hit’ to the fintech industry

Starting in July, operators will be charged according to My Data traffic However, a 50% cost reduction for small and medium-sized MyData operators Fintech industry: “It’s obvious that small and medium-sized companies with large losses will be burdened” The government’s billing plan to calculate My Data transmission fees at the cost level has been confirmed. Accordingly,…

“Significant relaxation of real estate regulations,” even tax reduction for the first purchase of local ‘unsold after completion’ homes and ‘elimination of heavy taxation for multiple homeowners’

“Significant relaxation of real estate regulations,” even tax reduction for the first purchase of local ‘unsold after completion’ homes and ‘elimination of heavy taxation for multiple homeowners’

When purchasing an unsold local house for the first time, it is excluded from the number of houses when calculating tax As of November last year, 11% of all unsold homes are expected to receive benefits ‘Abolition of heavy taxation for multiple homeowners’ is also being promoted to promote recovery in real estate and the…

“If necessary, I will put up all of my SBS shares as collateral.” Taeyoung announces additional self-rescue plan two days ahead of workout creditors’ council meeting

“If necessary, I will put up all of my SBS shares as collateral.” Taeyoung announces additional self-rescue plan two days ahead of workout creditors’ council meeting

Founding Chairman Yoon Se-young personally apologized and announced his intention to provide ‘holding company and SBS shares’ as collateral Major creditors react positively, expected to start smoothly as long as there are no surprises Ecobit sale price, Taeyoung calls for 3 trillion won, but takeover candidate devalues ​​it at 1 trillion won With Taeyoung Construction’s…

Activist funds have surged since the coronavirus pandemic. “Let go, let go, attack large blue-chip stocks without exception”

Activist funds have surged since the coronavirus pandemic. “Let go, let go, attack large blue-chip stocks without exception”

Last year, 252 companies around the world were attacked, a 45% increase compared to the pandemic. The atmosphere is spreading again as stock prices plummet from 2022 after the liquidity party ends. The domestic situation is no different; small and medium-sized businesses are also targets of attack if profits are certain Since the coronavirus pandemic,…

Ministry of Strategy and Finance enters final stage of negotiations for ‘KRW payment’ for export and import payments to ASEAN “No. 1 priority for introduction is Indonesia”

Ministry of Strategy and Finance enters final stage of negotiations for ‘KRW payment’ for export and import payments to ASEAN “No. 1 priority for introduction is Indonesia”

“Vietnam, Philippines, Thailand, etc. are targeted, with ‘Indonesia’ most likely to be ranked first. No need to exchange dollars for trade payments, reducing transaction costs for exporting companies The impact of a significant decrease in the proportion of won among domestic export and import payment currencies in recent years The government is negotiating with ASEAN…

Korea Electric Power Corporation considering ‘increasing electric vehicle charging fees’ due to increase in debt ratio

Korea Electric Power Corporation considering ‘increasing electric vehicle charging fees’ due to increase in debt ratio

KEPCO launches ‘research service’ to find ways to maximize profits We plan to thoroughly analyze costs and derive optimal charging rates considering profitability Recently, automakers are ‘in tears’ due to low sales due to slowing demand in the electric vehicle market Korea Electric Power Corporation has begun work on revising electric vehicle charging rates. This…

“Stock prices fell by 26% in the first week of the new year alone” Wall Street hedge funds concentrated on ‘short selling’ bets on some stocks

“Stock prices fell by 26% in the first week of the new year alone” Wall Street hedge funds concentrated on ‘short selling’ bets on some stocks

Top short-selling stocks such as ‘electric car Fisker, alternative meat company Beyond Meat, and used car company Cabana’ Short selling also focused on ‘eco-friendly stocks’, which were selected as the industries that benefited the most from interest rate cuts Beyond Meat’s stock price fell ‘about 96%’ from its peak due to skepticism about the vegetarian…

“They say it’s the golden age of N-jobbers,” 2,000 office workers earning more than 60 million won a year in ‘secondary income’ in addition to their salary ↑

“They say it’s the golden age of N-jobbers,” 2,000 office workers earning more than 60 million won a year in ‘secondary income’ in addition to their salary ↑

607,226 office workers earning more than 20 million won per year, including interest, dividends, and rental income There are more than 4,000 office workers earning more than 56 million won in extra income every month High-income office workers pay additional ‘monthly income insurance premium’ separately from the health insurance premium calculated on their monthly salary…