BoA 형들이 같은 까라에서 더 좋은게 있다며 투자의견 중립으로 하향
- 증설 효과 26년에 반영될 예정으로 현재 주가 상승 여력 제한적
- AUKUS 잠재력 등 반영 완료된 것으로 판단

*근데 전 그렇게 생각 안하는데요?
TP 닿으니까 귀찮아서 올리고 지진거 아니십니가? 엉엉,,,

#DRS

https://kr.investing.com/news/stock-market-news/article-432SI-1209306

Investing.com 한국어

Leonardo DRS, 뱅크오브아메리카 하향 조정... 상승 여력 이미 반영 By Investing.com

퀄리티 좋은 종목 매수하겠다: BHP
가장 바닥인 종목의 강한 반등을 기대한다: 중국 철강주(HBIS, Ansteel)

여기선 개인별 취향 문제

VC Deals
Flink, a Berlin-based grocery delivery startup, raised $150 million from investors including BOND, Mubadala and Northzone.

Hotel Engine, which operates an online hotel booking platform, raised a $140 million round led by PE firm Permira. The company is now valued at $2.1 billion.

Neurological disease treatment developer Nura Bio extended its Series A with $68 million for a total of more than $140 million led by The Column Group.

Nomic Bio, a biotech company profiling biological proteins, raised a $42 million Series B led by an unnamed life science investor.

Intezer, a specialist in AI technology for the cybersecurity industry, raised a $33 million Series C led by Norwest Venture Partners.

Wealth.com, a company developing an estate management and planning platform, raised a $30 million Series A led by GV.

Software monetization specialist Orb raised a $25 million Series B led by Mayfield.

Zevero, a London-based carbon accounting company, received a $7 million seed round led by Spiral Capital.

Timefold, a Belgian provider of planning optimization software, secured a €6 million seed investment led by Lakestar.

PE Deals
Smartsheet, an NYSE-listed provider of collaborative workplace software, is in talks to be acquired by Blackstone and Vista Equity Partners in a deal that would value the company at around $8 billion, Reuters reported.

Princeton Digital Group, a Singapore-based data center operator backed by Warburg Pincus, is considering a private fundraising of $1 billion, Bloomberg reported.

The Carlyle Group bought $300 million of equity-sharing home loans and made a strategic investment in Unison, an investment management company specializing in equity sharing.

Colorado-based work absence-management platform developer AbsenceSoft has been acquired by Luminate Capital Partners.

Serán Bioscience, an Oregon-based company providing services to biotech companies, raised over $200 million in growth financing from Bain Capital Life Sciences.

General Atlantic may partner with Saudi's SURJ Sports Investment to buy a minority stake in Europe's top basketball league EuroLeague at a €1 billion valuation, the Financial Times reported. BC Partners is also in the bidding process.

DC Capital has invested in Florida-based supply chain consulting firm C5MI.

Exits & IPOs
Wavenet, a UK-based IT service provider, is in talks to be sold by Australian PE firm Macquarie Group for around £1.2 billion, Bloomberg reported.

Evisort, a startup using AI for contract and document intelligence, has been acquired by Nasdaq-listed Workday.

London-based buyout firm Cinven agreed to sell a 15% stake in Synlab, a Germany-based medical laboratory operator, to Labcorp for €140 million.

Fundraising
German buyout firm Aurelius Group is aiming to raise €750 million for European Opportunities V, which will be launched toward the end of the year, Private Equity News reported.

Chicago-based VC firm Moderne Ventures raised over $230 million for its latest fund focused on seed to Series B-stage investments in proptech and fintech startups, Axios reported.

Investors
BlackRock, Global Infrastructure Partners, Microsoft and MGX partnered to invest in data center infrastructure to support AI companies. The Global AI Infrastructure Investment Partnership launched with $100 billion in investment potential.

US INDUSTRIAL PRODUCTION (M/M) AUG: 0.8% (EST 0.2%; PREV R -0.9%)
- CAPACITY UTILISATION (M/M): 78.0% (EST 77.9%; PREV R 77.4%)
- MANUFACTURING (SIC) PRODUCTION (M/M): 0.9% (EST 0.2%; PREV R -0.7%) ...

VC Deals
Paris-based Akur8, which offers an insurance pricing and reserving platform, raised a $120 million Series C led by One Peak.

Manual, a London-based men's health startup, raised £29.2 million from investors including Felix Capital, Cherry Ventures and Octopus Ventures, Sifted reported.

TeamBridge, a startup developing HR-automation software for hourly workers, secured a $28 million Series B led by Mayfield.

Workflow automation software developer 11x.ai, based in San Francisco, raised a $24 million Series A led by Benchmark.

Supermaven, a startup developing an AI-powered text editor, raised a $12 million Series A led by Bessemer Venture Partners.

Smalt, a Berlin-based training specialist for green energy installation, completed an €8 million seed round led by Noa.

PE Deals
Achilles, a UK supply chain risk-management company backed by Bridgepoint, agreed to buy Spanish supply chain management company GoSupply

London-listed auto parts supplier TI Fluid Systems rejected a takeover bid from Apollo-backed ABC Technologies worth more than £800 million.

Temasek is close to acquiring a significant minority stake in Blackstone-backed VFS Global, a Dubai-based outsourced government services provider, at a $7 billion valuation, Bloomberg reported.

Real estate finance firm North Bridge, which focuses on specific private credit lending strategies, received a minority investment from The Carlyle Group. The PE firm will also supply up to $1 billion to facilitate loans for North Bridge.

Switzerland-based cloud technology provider SoftwareOne is in talks to merge with Crayon, a Norway-based competitor. Both companies, which are publicly listed, would become private in a merger involving PE firm Apax Partners, Bloomberg reported.

London-based Mayfair Equity Partners made a €35 million investment in BizAway, an Italian B2B travel management company.

Exits & IPOs
Bain Capital is preparing for a possible sale of UK auto and home insurer Esure in a deal that could be worth at least £1 billion, Reuters reported.

Generative AI startup Typeface has acquired two companies: Treat and Narrato. Treat specializes in AI-created photo products, and Narrato uses AI in content creation.

Nouryon, a Carlyle Group-backed company producing specialty chemicals for various industries, is considering an IPO.

Natural gas company BKV Corporation has launched the IPO of its common stock. The company first filed with the SEC to go public in 2022.

BingEx, a Beijing-based online shopping delivery service company, has filed for an IPO according to SEC filings.

Fundraising
Paris-based VC firm Noteus has launched with its first fund targeted at €600 million, the Financial Times reported.

Switzerland-based LGT Capital Partners raised at least $7 billion for its latest secondaries flagship fund, Secondaries Investor reported.

Silver Point Capital has raised $4.6 billion for a new opportunistic credit fund targeted at traded credit and global restructuring.

모든 밸류에이션 방식의 전제는 회사의 미래 과실에서 투자자가 보장받을 파이가 있다는 Trustability임. 한국은 그게 없는 시장임. 당연히 유사증시처럼 운영되는 것이고 유사증시의 역할은 소액주주 돈 강탈해서 대주주 배불리기, 재벌 소득세 대납 등.

한국은 회사가 잘 되어서 나온 Cash Flow와 같은 과실을 주주가 제대로 배분 받지도 못하고, 매각 될 때도 경영권 프리미엄이라는 이상한 용어를 동반해 대주주 지분만 홀라당 팔고 의결권 강화한다고 허수아비 이사회 통해 저가 유증으로 주식 발행량 급증시켜 주주가치 훼손하는 국가입니다. 해외의 M&A 뉴스를 보시면 아시겠지만 경영권 프리미엄이라는 해괴한 용어는 등장하는 경우가 없습니다.

회사부터 저러는데 뭘 믿고 투자합니까?

"저평가란 말도 부끄러워"…한국시장에 기관투자자 쓴소리

네덜란드연기금측 "경영권이란 말 없애야…주주가 유일한 권리"

"한국 시장은 저평가라고 말하기도 부끄럽고, 자본시장에서 평가는 끝났다고 볼 수 있다."
https://www.yna.co.kr/view/AKR20240912035751002?section=search

연합뉴스

"저평가란 말도 부끄러워"…한국시장에 기관투자자 쓴소리(종합)

(서울=연합뉴스) 채새롬 이동환 기자 = "한국 시장은 저평가라고 말하기도 부끄럽고, 자본시장에서 평가는 끝났다고 볼 수 있다."

그냥 오늘도 위클리장세,, 방향성없을땐 외인이 킹임

지수에측하려면 양매도장에서 (원웨이장에선 x) 위클리 포지션 참고해서 손익비 좋은곳에서 매매하는것이 제일좋음.

뭐 반등했다가 빠지니 이런소리 계속해봣자 쓸모 1도없음 어떻게 돈벌지 생각하는게 조음