2016년 7월 Monthly InsighT brexit 박원재 02-768-3372 william.park@dwsec.com 황준호 02-768-4140 j.hwang@dwsec.com 류영호 02-768-4138 young.ryu@dwsec.com 장준호 02-768-3241 joonho.jang@dwsec.com 김철중 02-768-4162 chuljoong.kim@dwsec.com 김영건 02-768-4063 younggun.kim.a@dwsec.com
* 넋두리 * 최근경제에최대이슈는브렉시트 (Brexit) 입니다. 설마설마했는데탈퇴로결정되었네요. 실질영향을미치려면많은시간이필요하겠지만, 불확실성이높아진건확실합니다. 환율및주가도요동을치고있구요.. 돈이란참무섭죠? 냉정하구요... 제가자본시장에 18년있으면서느낀건돈이정말똑똑하구나라는사실입니다. 스마트머니 (Smart Money) 사실 5,000만명대한민국국민들중에이번표결에영향을받는분들이얼마나될까요? 간접적으로는다영향을받게되시나요? ㅎㅎ세상엔너무많은변수가있는것같습니다. 그러니신경쓴다고해결될문제가많지않은거죠. 결국본인스스로의마음가짐이중요하지않을까요? 그래도일은일이니영향분석은예측을해봐야겠죠? ^^ 우선 IT에만국한해서생각해보면긍정과부정이혼재해있는상태입니다. 유럽경기가나빠질가능성이크니수요측면에서는부정적입니다. 그러나불확실성증가로환율이상승한것은나쁘지않습니다. 원달러환율도그렇고원엔환율은더욱긍정적입니다. 섹터별로보면, 반도체 > 전기전자 > 디스플레이순일것같습니다. 중국업체들이약한순서입니다. 6월마지막날아쉬운소식도있었습니다. 미래학자앨빈토플러께서돌아가셨다네요 ( 고인의명복을빕니다 ). 애널리스트로서전미래학자가되고싶습니다. 주식투자란미래를사는거라고생각합니다. 역사가중요한것도거기서미래를예측할수있기때문은아닐까요? 미래를보려고노력하는건미래를좀더나아지게만들수있는시작이기때문입니다. 물론주식투자로돈을많이벌면더좋구요ㅎㅎ스마트머니많이버는 7월그리고하반기되세요 ~ 3 Monthly InsighT
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- - - - - - - - - - 주 : 추정치는 Bloomberg Consensus 기준자료 : Micron, Bloomberg, 미래에셋대우리서치센터 32 Monthly InsighT
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현재주가 () 166.0 - - - - - - - - - - 47 Monthly InsighT
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- - - - - - - 105 100 95 90 85 80 75 70 65 LG 이노텍 KOSPI 60 15.6 15.10 16.2 16.6 94 Monthly InsighT
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* 주 : 6 월 30 일 Bloomberg 기준, 향후변동가능 99 Monthly InsighT
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