인카금융서비스
보유한 보험주 중에서 비중이 젤 적은 인카금융서비스
역시 비중이 작을수록 잘간다는 국룰!!!
한화손보와 메리츠금융지주는 OTL
https://blog.naver.com/love392722/223080627597
보유한 보험주 중에서 비중이 젤 적은 인카금융서비스
역시 비중이 작을수록 잘간다는 국룰!!!
한화손보와 메리츠금융지주는 OTL
https://blog.naver.com/love392722/223080627597
NAVER
인카금융서비스 (Feat 보험주)
IFRS17 회계 변경과 금리 상승의 효과로 보험주 들의 실적이 기대 되는데 생각보다 보험주들이 못갔다 OTL
스탁이지 - AI 투자 어시스턴트
[전략B][유니슨][매수][도달][2145] : 도달 : 2145원
[전략B][유니슨][매도][접근][2315] : 강화($2335) 목표 접근
👍6
스탁이지 - AI 투자 어시스턴트
[전략B][유니슨][매도][접근][2315] : 강화($2335) 목표 접근
[전략B][유니슨][매도][도달][2335] : 강화(2335) 목표 도달 - 손익율:8.63%
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Forwarded from TNBfolio
초동·빌보드 1위…‘글로벌 대세’ 스트레이 키즈 팝업 스토어 풍경은 [MK현장]
‘K팝 대세’ 스키즈 ‘특’ 팝업 스토어
성수동 건물 통대관…전시·체험·힐링
유럽 스테이도 떴다…국내외 팬덤 입증
https://www.mk.co.kr/star/musics/view/2023/06/443173/
‘K팝 대세’ 스키즈 ‘특’ 팝업 스토어
성수동 건물 통대관…전시·체험·힐링
유럽 스테이도 떴다…국내외 팬덤 입증
https://www.mk.co.kr/star/musics/view/2023/06/443173/
매일경제
초동·빌보드 1위…‘글로벌 대세’ 스트레이 키즈 팝업 스토어 풍경은 [MK현장]
‘K팝 대세’ 스키즈 ‘특’ 팝업 스토어 성수동 건물 통대관…전시·체험·힐링 유럽 스테이도 떴다…국내외 팬덤 입증
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스탁이지 - AI 투자 어시스턴트
[전략C][비씨엔씨][매수][도달][19670] : 도달 : 19670원
[전략C][비씨엔씨][매도][도달][19860] : 최대보유일수 도달. 매도 : 손익율:0.74%
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바이오니아
https://www.amazon.co.uk/COSMERNA-Breakthrough-Healthier-Tech-based-Conditioning/dp/B0C1JLFLXP/ref=sr_1_2?keywords=cosmerna&qid=1686612097&sr=8-2
코스메르나 아마존 판매를 시작했습니다.
자라나라 머리머리~~
https://www.amazon.co.uk/COSMERNA-Breakthrough-Healthier-Tech-based-Conditioning/dp/B0C1JLFLXP/ref=sr_1_2?keywords=cosmerna&qid=1686612097&sr=8-2
코스메르나 아마존 판매를 시작했습니다.
자라나라 머리머리~~
Amazon
BIONEER COSMERNA Anti-Hair Loss Hair Regrowth Tonic Breakthrough Solution for Thicker Fuller Healthier Hair│RNA Tech-based Hair…
A NEW ANTI-HAIR LOSS TREATMENT: Over 30-years of research for DNA & RNA technology in South Korea leads to revolutionary scalp care & treatment. COSMERNA brought innovation by employing the natural form of RNA with Biotin, Panthenol, Menthol but without any…
👏11😭4❤1👍1😡1
Forwarded from KOREA DAILY INSIGHT - KIS GREG KIM
[KIS] 모닝브리프: 칩스앤미디어 Spot Call Takeaway
★★KR Tech: Chips&Media(094360) : Spot Call Takeaway – Cheap&Mighty (Sales note)
Chips&Media (094360, Mkt Cap W287bn, ADV W22.5bn) is a semiconductor IP company with specialty in video/image processing technology and one of the key beneficiaries of GPU shortages upon AI acceleration and wider adoption of cameras in EV/autonomous driving. As an IP solution provider, Co; 1) licenses out IPs to customers(IDM/fabless/design houses), which develop the chips and then mass-produce at foundries; and 2) earns royalties once the chips are sold. Despite the downturn in the semiconductor market, Co posted 20~30% YoY growth in sales over past 2 years with OPM rising to 30.3% in FY22. Co's 1Q23 Sales/OP rose 28.3%/45.7% YoY driven by strong data center GPU and AI SoC bound license sales.
Company Overview
Thanks to AI acceleration, the demand for semiconductor IP is growing rapidly. The Nvidia GPU shortage and the US-China geopolitical tension are driving Big Techs and Chinese fabless players to design their own chips, which will result in demand expansion for Co's IPs in both the US and China. In fact, until a few years ago the US accounted for the largest License sales weight, but since FY22, China has outweighed the US backed by demand from Chinese data centres (FY22 sales weight: China 38%, US 33%). Having said that, Co should continue to enjoy strong demand from the US as well as clients start to rely less on Co's main Chinese competitor Verisilicon (688521 CH).
Plus, with autonomous driving and ADAS advancement, the video codec IP will become even more important as the need for visual contents processing become prolific (eg. 8 camera modules per Tesla vehicle), thus, Co's Royalty sales is poised for a structural growth as 1 chip with video codec IP is needed for each camera module. Furthermore, Co's next growth driver is the video NPU IP, capable of super resolution, noise reduction and object detection, needed for data centers, IP cameras, consumer electronics and ADAS.
Earnings & Valuations
Although the stock has rallied +33% in the past month, we think Co is still too cheap given Co's solid earnings growth and likely re-rating in the near future. Peers such as Verisilicon (688521 CH, Mkt cap $6.2bn), main video IP competitor from China, and Openedges Technology (394280 KS, Mkt cap W405bn), a domestic peer for general use IP, are yet to post a meaningful profit, but Chips & Media's FY23 sales are projected to grow 20% YoY with >30% OPM, yet the valuation still sits at just 24x P/E (based on the latest FY23 OPe/NPe of W9.3bn/W12.0bn, +27%/+20% YoY) vs Verisilicon at 266x P/E. Recommend to keep accumulating Chips&Media, despite its current small mkt cap, as we can see mkt cap upside to W735bn (+155% upside) if we target conservative 50x (Openedges' FY24 P/E) on FY24 NP of W14.7bn. Summary of our spot call (Jun 9) in Korean/English and IR material attached.
★★KR Tech: Chips&Media(094360) : Spot Call Takeaway – Cheap&Mighty (Sales note)
Chips&Media (094360, Mkt Cap W287bn, ADV W22.5bn) is a semiconductor IP company with specialty in video/image processing technology and one of the key beneficiaries of GPU shortages upon AI acceleration and wider adoption of cameras in EV/autonomous driving. As an IP solution provider, Co; 1) licenses out IPs to customers(IDM/fabless/design houses), which develop the chips and then mass-produce at foundries; and 2) earns royalties once the chips are sold. Despite the downturn in the semiconductor market, Co posted 20~30% YoY growth in sales over past 2 years with OPM rising to 30.3% in FY22. Co's 1Q23 Sales/OP rose 28.3%/45.7% YoY driven by strong data center GPU and AI SoC bound license sales.
Company Overview
Thanks to AI acceleration, the demand for semiconductor IP is growing rapidly. The Nvidia GPU shortage and the US-China geopolitical tension are driving Big Techs and Chinese fabless players to design their own chips, which will result in demand expansion for Co's IPs in both the US and China. In fact, until a few years ago the US accounted for the largest License sales weight, but since FY22, China has outweighed the US backed by demand from Chinese data centres (FY22 sales weight: China 38%, US 33%). Having said that, Co should continue to enjoy strong demand from the US as well as clients start to rely less on Co's main Chinese competitor Verisilicon (688521 CH).
Plus, with autonomous driving and ADAS advancement, the video codec IP will become even more important as the need for visual contents processing become prolific (eg. 8 camera modules per Tesla vehicle), thus, Co's Royalty sales is poised for a structural growth as 1 chip with video codec IP is needed for each camera module. Furthermore, Co's next growth driver is the video NPU IP, capable of super resolution, noise reduction and object detection, needed for data centers, IP cameras, consumer electronics and ADAS.
Earnings & Valuations
Although the stock has rallied +33% in the past month, we think Co is still too cheap given Co's solid earnings growth and likely re-rating in the near future. Peers such as Verisilicon (688521 CH, Mkt cap $6.2bn), main video IP competitor from China, and Openedges Technology (394280 KS, Mkt cap W405bn), a domestic peer for general use IP, are yet to post a meaningful profit, but Chips & Media's FY23 sales are projected to grow 20% YoY with >30% OPM, yet the valuation still sits at just 24x P/E (based on the latest FY23 OPe/NPe of W9.3bn/W12.0bn, +27%/+20% YoY) vs Verisilicon at 266x P/E. Recommend to keep accumulating Chips&Media, despite its current small mkt cap, as we can see mkt cap upside to W735bn (+155% upside) if we target conservative 50x (Openedges' FY24 P/E) on FY24 NP of W14.7bn. Summary of our spot call (Jun 9) in Korean/English and IR material attached.
👍4
Forwarded from KOREA DAILY INSIGHT - KIS GREG KIM
KOREA DAILY INSIGHT - KIS GREG KIM
[KIS] 모닝브리프: 칩스앤미디어 Spot Call Takeaway ★★KR Tech: Chips&Media(094360) : Spot Call Takeaway – Cheap&Mighty (Sales note) Chips&Media (094360, Mkt Cap W287bn, ADV W22.5bn) is a semiconductor IP company with specialty in video/image processing technology and…
(KIS Spot Call)_ChipsMedia.xlsx
33 KB
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스탁이지 - AI 투자 어시스턴트
[전략B][제이씨현시스템][매수][도달][5560] : 도달 : 5560원
[전략B][제이씨현시스템][매도][접근][6030] : 강화(6090) 목표 접근
👍2
스탁이지 - AI 투자 어시스턴트
[전략B][제이씨현시스템][매도][접근][6030] : 강화(6090) 목표 접근
[전략B][제이씨현시스템][매도][도달][6090] : 강화(6090) 목표 도달 - 손익율:9.27%
👍10
Forwarded from 그로쓰리서치(Growth Research) [독립리서치]
U.S. to Allow South Korean, Taiwan Chip Makers to Keep Operations in China
미국, 한국·대만 칩 제조사 중국서 계속 운영 허용
https://www.wsj.com/articles/u-s-to-allow-south-korean-taiwan-chip-makers-to-keep-operations-in-china-5d7d72cc
월스트릿저널에서 방금 나온 기사입니다.
바이든 행정부가 한국, 대만 반도체 칩 제조업체들이
미국의 보복없이 중국에서 기존 칩 제조 사업을
유지하고 확장할수 있도록 허용할 계획이라는 보도가 나왔습니다.
✅독립리서치 그로쓰리서치 - https://news.1rj.ru/str/growthresearch
미국, 한국·대만 칩 제조사 중국서 계속 운영 허용
https://www.wsj.com/articles/u-s-to-allow-south-korean-taiwan-chip-makers-to-keep-operations-in-china-5d7d72cc
월스트릿저널에서 방금 나온 기사입니다.
바이든 행정부가 한국, 대만 반도체 칩 제조업체들이
미국의 보복없이 중국에서 기존 칩 제조 사업을
유지하고 확장할수 있도록 허용할 계획이라는 보도가 나왔습니다.
✅독립리서치 그로쓰리서치 - https://news.1rj.ru/str/growthresearch
WSJ
WSJ News Exclusive | U.S. to Allow South Korean, Taiwan Chip Makers to Keep Operations in China
Top semiconductor manufacturers would be allowed to maintain and expand their existing operations in China without U.S. reprisals.
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Forwarded from 노을프라푸치노
TSMC, AI GPU 수요 급증에 CoWoS 후공정 캐파 2배 증설할듯
https://www.digitimes.com/news/a20230612PD202/advanced-packaging-ai-gpu-cowos-hpc-tsmc.html
https://www.digitimes.com/news/a20230612PD202/advanced-packaging-ai-gpu-cowos-hpc-tsmc.html
DIGITIMES
TSMC on track to double CoWoS capacity for AI GPU/HPC chips
With its crucial CoWoS (chip on wafer on substrate) backend technology in high demand for AI GPU chips, TSMC's long-established "one-stop-shop" advantage for advanced chips manufacturing and packaging services has been fully demonstrated, and the foundry…
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Forwarded from #Beautylog
메디톡스는 동남아시아 최대 규모 온라인 쇼핑 플랫폼 '쇼피'에 더마코스메틱 브랜드 '뉴라덤'이 입점했다고 13일 밝혔다.
신제품인 병·의원 전용 '뉴라덤 크림MD'와 기초화장품 '베이직더마' 라인을 쇼피에서 판매한다. 뉴라덤은 지난 달 세계 최대 온라인 쇼핑 플랫폼 '아마존'에도 입점했다.
쇼피는 동남아시아, 아마존은 북미 지역에서 높은 점유율을 기록하는 대표 온라인 쇼핑 플랫폼이다. 글로벌 시장 진입을 위한 필수 유통 채널로 꼽힌다.
메디톡스는 이번 글로벌 온라인 쇼핑 플랫폼 입점으로 미국을 비롯해 싱가포르, 말레이시아, 필리핀 등 북미·동남아시아 더마코스메틱 시장에 발을 들이게 됐다. 지난 3월 뉴라덤의 대대적 리뉴얼과 신제품 출시 이후 소비자 접점을 넓히기 위해 글로벌 유통 채널 확보에 주력한 성과다.
https://m.upinews.kr/newsView/upi202306130055
신제품인 병·의원 전용 '뉴라덤 크림MD'와 기초화장품 '베이직더마' 라인을 쇼피에서 판매한다. 뉴라덤은 지난 달 세계 최대 온라인 쇼핑 플랫폼 '아마존'에도 입점했다.
쇼피는 동남아시아, 아마존은 북미 지역에서 높은 점유율을 기록하는 대표 온라인 쇼핑 플랫폼이다. 글로벌 시장 진입을 위한 필수 유통 채널로 꼽힌다.
메디톡스는 이번 글로벌 온라인 쇼핑 플랫폼 입점으로 미국을 비롯해 싱가포르, 말레이시아, 필리핀 등 북미·동남아시아 더마코스메틱 시장에 발을 들이게 됐다. 지난 3월 뉴라덤의 대대적 리뉴얼과 신제품 출시 이후 소비자 접점을 넓히기 위해 글로벌 유통 채널 확보에 주력한 성과다.
https://m.upinews.kr/newsView/upi202306130055
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