์ƒ์„ธ ์ปจํ…์ธ 

๋ณธ๋ฌธ ์ œ๋ชฉ

23.07.18 Easy ๊ธ€๋กœ๋ฒŒ ๊ฒฝ์ œ

์นดํ…Œ๊ณ ๋ฆฌ ์—†์Œ

by MZ-BILLIONAIRE 2023. 7. 18. 11:13

๋ณธ๋ฌธ

๐Ÿ’ฐ ํœด์žฅ

์—†์Œ

 

๐Ÿ’ฐ ์ฃผ์š” ๊ฒฝ์ œ ์ง€ํ‘œ

 

๐Ÿ‡ฏ๐Ÿ‡ต 3์ฐจ ์‚ฐ์—… ํ™œ๋™์ง€์ˆ˜ (MoM) 1.2%  

๐Ÿ‡ญ๐Ÿ‡ฐ ํ™์ฝฉ ์‹ค์—…๋ฅ  (6์›”) 3.0%  

๐Ÿ‡จ๐Ÿ‡ฆ ์ฃผํƒ์ฐฉ๊ณต๊ฑด์ˆ˜ (6์›”)  

๐Ÿ‡บ๐Ÿ‡ธ ๊ทผ์› ์†Œ๋งคํŒ๋งค (6์›”-MoM) 0.1%  

๐Ÿ‡บ๐Ÿ‡ธ ์†Œ๋งค๊ด€๋ฆฌ (6์›”-MoM) 0.1%  

๐Ÿ‡บ๐Ÿ‡ธ ์†Œ๋งคํŒ๋งค (6์›”-YoY) 1.61%  

๐Ÿ‡บ๐Ÿ‡ธ ์†Œ๋งคํŒ๋งค (6์›”-MoM) 0.3%  

๐Ÿ‡บ๐Ÿ‡ธ ์„์œ ์™€ ์ž๋™์ฐจ๋ฅผ ์ œ์™ธํ•œ ์†Œ๋งคํŒ๋งค (6์›”-MoM)  

๐Ÿ‡จ๐Ÿ‡ฆ ์ผ๋ฐ˜ CPI (6์›”-YoY) 5.20%  

๐Ÿ‡จ๐Ÿ‡ฆ ๊ทผ์› ์†Œ๋น„์ž๋ฌผ๊ฐ€์ง€์ˆ˜ (6์›”-YoY) 3.70%  

๐Ÿ‡จ๐Ÿ‡ฆ ๊ทผ์› ์†Œ๋น„์ž๋ฌผ๊ฐ€์ง€์ˆ˜ (6์›”-MoM) 0.40%  

๐Ÿ‡จ๐Ÿ‡ฆ ์†Œ๋น„์ž๋ฌผ๊ฐ€์ง€์ˆ˜ (6์›”-YoY) 3.40%  

๐Ÿ‡จ๐Ÿ‡ฆ ์†Œ๋น„์ž๋ฌผ๊ฐ€์ง€์ˆ˜ (6์›”-MoM) 0.40%  

๐Ÿ‡จ๐Ÿ‡ฆ  ์‚ฐ์—…์ œํ’ˆ๋ฌผ๊ฐ€์ง€์ˆ˜ (6์›”-YoY) -6.30%  

๐Ÿ‡จ๐Ÿ‡ฆ ์‚ฐ์—…์ƒ์‚ฐ์ž๋ฌผ๊ฐ€์ง€์ˆ˜ (6์›”-MoM) -1.00%  

๐Ÿ‡จ๐Ÿ‡ฆ ์ค‘์œ„ CPI (6์›”-YoY) (6์›”) 3.90%  

๐Ÿ‡จ๐Ÿ‡ฆ ์›์ž์žฌ๊ฐ€๊ฒฉ์ง€์ˆ˜ (6์›”-YoY) -18.40%  

๐Ÿ‡จ๐Ÿ‡ฆ ์›์ž์žฌ๊ฐ€๊ฒฉ์ง€์ˆ˜ (6์›”-MoM) -4.90%  

๐Ÿ‡จ๐Ÿ‡ฆ ์ ˆ์‚ฌ CPI (6์›”-YoY) 3.80%  

๐Ÿ‡บ๐Ÿ‡ธ ๋ ˆ๋“œ๋ถ ์†Œ๋งคํŒ๋งค์ง€์ˆ˜ (YoY) -0.40%  

๐Ÿ‡บ๐Ÿ‡ธ ์ƒ์‚ฐ๋Šฅ๋ ฅ ์ด์šฉ๋ฅ  (6์›”) 79.60%  

๐Ÿ‡บ๐Ÿ‡ธ ์‚ฐ์—… ์ƒ์‚ฐ (6์›”-YoY) 0.23%  

๐Ÿ‡บ๐Ÿ‡ธ ์‚ฐ์—…์ƒ์‚ฐ (6์›”-MoM) -0.20%  

๐Ÿ‡บ๐Ÿ‡ธ ์ œ์กฐ์—… ์ƒ์‚ฐ (6์›”-MoM) 0.10%  

๐Ÿ‡บ๐Ÿ‡ธ ๊ธฐ์—…์žฌ๊ณ  (6์›”-MoM)  0.20%  

 

 

๐Ÿ’ฐ ์ฃผ์š” ์†Œ์‹

 

์˜คํ”ˆ๋žœ ๋ฏผ๊ด€ํ˜‘์˜์ฒด ๊ณต์‹ ์ถœ๋ฒ”

๊ตญ๋‚ด ์˜คํ”ˆ๋žœ(๊ฐœ๋ฐฉํ˜•๋ฌด์„ ์ ‘์†๋ง) ์ƒํƒœ๊ณ„ ์กฐ์„ฑ์„ ์œ„ํ•œ ๋ฏผ๊ด€ ํ˜‘์˜์ฒด๊ฐ€ 7์›”18์ผ ๊ณต์‹ ์ถœ๋ฒ”ํ•  ์˜ˆ์ •. ์ฃผ์š” ์ด๋™ํ†ต์‹ ์‚ฌ์™€ ์žฅ๋น„์ œ์กฐ์‚ฌ, ์ถœ์—ฐ์—ฐ์ด ๋Œ€๊ฑฐ ์ฐธ์—ฌํ•˜๋ฉฐ, ํ˜‘์˜์ฒด๋Š” 6์„ธ๋Œ€(6G) ์ด๋™ํ†ต์‹  ํ•ต์‹ฌ๊ธฐ์ˆ ๋กœ ๋– ์˜ค๋ฅธ ์˜คํ”ˆ๋žœ ์‚ฐ์—… ํ™œ์„ฑํ™”๋ฅผ ์œ„ํ•œ ์ˆ˜์š”์ฒ˜ ๋ฐœ๊ตด๊ณผ ๊ธฐ์ˆ  ์ƒ์šฉํ™”, ๊ธฐ์—… ๊ฐ„ ํ˜‘๋ ฅ์ฒด๊ณ„๋ฅผ ๊ตฌ์ถ•ํ•  ์˜ˆ์ •์ด๋ฉฐ ์ถœ๋ฒ”์‹์—๋Š” SKํ…”๋ ˆ์ฝค·KT·LG์œ ํ”Œ๋Ÿฌ์Šค ์ดํ†ต 3์‚ฌ์™€ ์žฅ๋น„ ์ œ์กฐ์‚ฌ์ธ ์‚ผ์„ฑ์ „์ž·LG์ „์ž·์—์ด์น˜์—ํ”„์•Œ ๋“ฑ์ด ์ฐธ์—ฌํ•  ๊ฒƒ์œผ๋กœ ์•Œ๋ ค์ง.

 

 

ํ•œ·๋ฏธ ํ•ตํ˜‘์˜๊ทธ๋ฃน ์ฒซ ํšŒ์˜

์ง€๋‚œ 4์›” ํ•œ·๋ฏธ ์ •์ƒ์ด '์›Œ์‹ฑํ„ด์„ ์–ธ'์„ ํ†ตํ•ด ์ฐฝ์„คํ•œ ํ•ตํ˜‘์˜๊ทธ๋ฃน(NCG)๊ฐ€ 7์›”18์ผ ์„œ์šธ์—์„œ ์ฒซ ํšŒ์˜๋ฅผ ์—ด๊ณ  ๊ณต์‹ ์ถœ๋ฒ”ํ•  ์˜ˆ์ •. ์ด๋ฒˆ ํšŒ์˜๋Š” ํ•œ๊ตญ์˜ ๊ตญ๊ฐ€์•ˆ๋ณด์‹ค๊ณผ ๋ฏธ๊ตญ์˜ ๊ตญ๊ฐ€์•ˆ์ „๋ณด์žฅํšŒ์˜๊ฐ€ ์ฃผ๋„ํ•˜๋ฉฐ, ๋Œ€๋ถ ํ•ต ์–ต์ œ๋ฅผ ์œ„ํ•œ ์ •๋ณด๊ณต์œ ์™€ ํ˜‘์˜์ฒด๊ณ„, ๊ณต๋™๊ธฐํš ๋ฐ ์‹คํ–‰ ๋ฐฉ์•ˆ ๋“ฑ์„ ํ˜‘์˜ํ•  ๊ฒƒ์œผ๋กœ ์ „ํ•ด์ง.

 

 

์‚ฐ์—…๋ถ€, ์™ธ๊ตญ์ธํˆฌ์ž ์ด‰์ง„๋ฒ• ์‹œํ–‰๋ น ๊ฐœ์ •์•ˆ ์‹œํ–‰

์‚ฐ์—…ํ†ต์ƒ์ž์›๋ถ€(์‚ฐ์—…๋ถ€)๋Š” ์™ธ๊ตญ์ธํˆฌ์ž์— ๋Œ€ํ•œ ํ˜„๊ธˆ์ง€์›๊ณผ ์ž…์ง€์ง€์› ๋Œ€์ƒ์„ ํ™•๋Œ€ํ•˜๋Š” ๊ฒƒ์„ ๊ณจ์ž๋กœ ํ•˜๋Š” '์™ธ๊ตญ์ธํˆฌ์ž ์ด‰์ง„๋ฒ• ์‹œํ–‰๋ น'์˜ ๊ฐœ์ •์•ˆ์„ 7์›”18์ผ์— ๊ณตํฌ ์ฆ‰์‹œ ์‹œํ–‰ํ•  ์˜ˆ์ •. ์•„์šธ๋Ÿฌ ์‚ฐ์—…๋ถ€๋Š” ์ด์™€ ๊ด€๋ จ๋œ ํ˜„๊ธˆ์ง€์›์— ๊ด€ํ•œ ์„ธ๋ถ€ ๊ธฐ์ค€์„ ์—ฐ๋‚ด ๋งˆ๋ จํ•  ๊ฒƒ์œผ๋กœ ์ „ํ•ด์ง.

 

 

 

๐Ÿ’ฐ ๊ธ€๋กœ๋ฒŒ ์ค‘์•™์€ํ–‰ ๊ธˆ๋ฆฌ

์ค‘์•™์€ํ–‰ ๊ธˆ๋ฆฌ ๋‹ค์Œ ํšŒ์˜
๐Ÿ‡ฐ๐Ÿ‡ท Bank of Korea 3.50% 2023๋…„ 08์›” 24์ผ
๐Ÿ‡บ๐Ÿ‡ธ Federal Reserve 5.25% 2023๋…„ 07์›” 26์ผ
๐Ÿ‡ช๐Ÿ‡บ European Central Bank 4.00% 2023๋…„ 07์›” 27์ผ
๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ Bank of England 5.00% 2023๋…„ 08์›” 03์ผ
๐Ÿ‡จ๐Ÿ‡ญ Swiss National Bank 1.75% 2023๋…„ 09์›” 21์ผ
๐Ÿ‡ฆ๐Ÿ‡บ Reserve Bank of Australia 4.10% 2023๋…„ 08์›” 01์ผ
๐Ÿ‡จ๐Ÿ‡ฆ Bank of Canada 5.00% 2023๋…„ 09์›” 06์ผ
๐Ÿ‡ฏ๐Ÿ‡ต Bank of Japan -0.10% 2023๋…„ 07์›” 28์ผ
๐Ÿ‡ท๐Ÿ‡บ Central Bank of the Russian Federation 7.50% 2023๋…„ 07์›” 21์ผ
๐Ÿ‡ฎ๐Ÿ‡ณ Reserve Bank of India 6.50% 2023๋…„ 08์›” 10์ผ

 

 

๐Ÿ’ฐ ์ฃผ์š” ์‹ค์ ๋ฐœํ‘œ

ํšŒ์‚ฌ ์ฃผ๋‹น์ˆœ์ด์ต ์˜ˆ์ธก ๋งค์ถœ ์˜ˆ์ธก ์‹œ๊ฐ€์ด์•ก
Axfood AB (0R6R) 2.91  2.82 20.8B  20.78B 56.81B
Equity Lifestyle Properties Inc (ELS) 0.34  0.35 370M  324.11M 13.14B
Axfood ADR (AXFOY) 0.2834  0.2644 2.03B  1.95B 5.55B
Orion B (0M2O) 0.26  0.3444 289.6M  293.15M 4.71B
Washington Federa (WAFD) 0.89  0.85 182.47M  179.77M 1.83B
FB Financial (FBK) 0.77  0.65 125.36M  128.27M 1.41B
CrossFirst Bankshares (CFB) 0.35  0.35 62.64M  62.15M 545.3M
Amalgamated Bank (AMAL) 0.72  0.7355 70.29M  70.86M 535.71M
Hingham Instit (HIFS) 1.85  -- 18.87M  -- 455.91M
Guaranty Bancshares (GNTY) 0.81  0.57 32.58M  29.48M 328.70M
Home Bancorp (HBCP) 1.25  1.16 33.75M  34.15M 282.18M
TRX Gold (TRX) 0.01  0.01 9.32M  10.83M 123.84M
First Bancshares (FBSI) 0.71  -- 5.88M  -- 54.18M
Numinus Wellness Inc (NUMIF) -0.015  -0.015 4.58M  4.42M 50.43M
CryoCell International (CCEL) 0.03  -0.07 7.77M  7.8M 49.73M
Exicure (XCUR) -0.7  -- --  -- 11.24M
Destiny Media Technologies Inc (DSNY) 0.01  -- 1.07M  -- 9.05M
CCA Industries (CAWW) -0.02  -- 2.99M  -- 2.65M
Neptune Tech (NEPT) -2.23  -0.3177 12.1M  9.3M 2.45M

 

 

๐Ÿ’ฐ ๋ฐฐ๋‹น

ํšŒ์‚ฌ (Ticker) ๋ฐฐ๋‹น๋ฝ์ผ ๋ฐฐ๋‹น ์ง€๊ธ‰์ผ ๋ฐฐ๋‹น์ˆ˜์ต๋ฅ 
Anhui Expressway (600012)
2023.7.19 0.55 2023.7.19 5.58%
Baiyin Nonferrous (601212) 2023.7.19 0.0014 2023.7.19 0.05%
Banco Macro B ADR (BMA) 2023.7.19 0.450446 2023.7.25 21.68%
BNY Mellon Municipal Bond Infrastructure Fund (DMB) 2023.7.19 0.04 2023.8.1 4.32%
CBRE Clarion Global Real Estateome (IGR) 2023.7.19 0.06 2023.7.31 12.90%
Chang Chun Eurasia (600697) 2023.7.19 0.4 2023.7.19 3.19%
China Everbright Bank (601818) 2023.7.19 0.19 2023.7.19 6.11%
China Railway Group (0390) 2023.7.19 0.21764 2023.8.10 4.17%
ChinaEtek Service Tech (301208) 2023.7.19 0.4 2023.7.19 1.29%
Compass Diversified Holdings (CODI) 2023.7.19 0.25 2023.7.27 4.52%
Costamare Inc (CMRE) 2023.7.19 0.115 2023.8.7 4.69%
Dios Fastigheter (0GTM) 2023.7.19 0.5 2023.7.25 4.05%
Dydo Drinco Inc (2590) 2023.7.19 30 2023.9.21 1.22%
Eagle Bancorp (EGBN) 2023.7.19 0.45 2023.7.28 7.69%
EMCOR Group Inc (EME) 2023.7.19 0.18 2023.7.31 0.38%
Franklin Templeton Ltd Dur. In. Tr (FTF) 2023.7.19 0.059 2023.7.31 11.38%
Franklin Universal Closed Fund (FT) 2023.7.19 0.0425 2023.7.31 7.37%
Gansu Yasheng Industrial (600108) 2023.7.19 0.004 2023.7.19 0.13%
Great Wall Com A (000066) 2023.7.19 0.007 2023.7.19 0.05%
Guangdong Marubi (603983) 2023.7.19 0.25 2023.7.19 0.86%
HB Fuller Comp (FUL) 2023.7.19 0.205 2023.8.3 1.16%
HBIS (000709) 2023.7.19 0.04 2023.7.19 1.76%
Huadian Power A (600027) 2023.7.19 0.2 2023.7.19 3.16%
InnSuites Hospitality Trust (IHT) 2023.7.19 0.01 2023.7.31 0.94%
Johnson Electric ADR (JEHLY) 2023.7.19 0.384371 2023.9.20 5.18%
Lanzhou Zhuangyuan (002910) 2023.7.19 0.062367 2023.7.19 0.55%
People.Cn (603000) 2023.7.19 0.163 2023.7.19 0.47%
Primarius Tech (688206) 2023.7.19 0.07 2023.7.19 0.26%
Putnam Highome Securities Closed (PCF) 2023.7.19 0.0604 2023.7.31 11.07%
Qinhuangdao Port (601326) 2023.7.19 0.071 2023.7.19 2.15%
Qixiang Chem A (002408) 2023.7.19 0.159997 2023.7.19 2.45%
Riley Exploration Permian (REPX) 2023.7.19 0.34 2023.8.3 3.87%
Safe Bulkers Inc Pc Pref (SB_pc) 2023.7.19 0.5 2023.7.31 7.92%
Safe Bulkers Inc Pd Pref (SB_pd) 2023.7.19 0.5 2023.7.31 7.94%
SAIC Motor Corp (600104) 2023.7.19 0.3371 2023.7.19 2.35%
Shanghai Sheng Jian Environment Technology Co (603324) 2023.7.19 0.16 2023.7.19 0.44%
Shenzhen Xinyichang Technology Co (688383) 2023.7.19 0.3 2023.7.19 0.21%
SLR Investment (SLRC) 2023.7.19 0.136667 2023.8.1 11.25%
Soho Holly (600128) 2023.7.19 0.1 2023.7.19 1.17%
Special Opportunities Closed Fund (SPE) 2023.7.19 0.0867 2023.7.31 9.19%
Stone Harbor Emerging Markets Total (EDI) 2023.7.19 0.07 2023.7.28 15.88%
Tekla Healthcare Opportunities (THQ) 2023.7.19 0.1125 2023.7.31 7.10%
Tekla World Healthcare Fund (THW) 2023.7.19 0.1167 2023.7.31 10.00%
Templeton Emerging Market Closed (TEI) 2023.7.19 0.0475 2023.7.31 10.75%
Templeton Global Income Fund (GIM) 2023.7.19 0.0306 2023.7.31 8.50%
TYM (002900) 2023.7.19 50 2023.7.28 2.52%
Uchida Yoko Co Ltd (8057) 2023.7.19 150 2023.10.18 2.68%
Xinjiang Com (002941) 2023.7.19 0.1 2023.7.19 0.65%
Zhejiang Power New Energy (688184) 2023.7.19 0.33 2023.7.19 1.04%
์บํ„ฐํ•„๋Ÿฌ (CAT) 2023.7.19 1.3 2023.8.18 2.03%