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지극히 사적인 견해와 시장정보를 참여자들과 공유하는데 선의의 목적이 있습니다. 시세를 인위적으로 호도할 뜻이 없음을 명확히 하며 투자판단과 책임은 전적으로 투자자 본인에게 있습니다. 재배포 및 임의 사용시 법적책임이 따를 수 있음을 공지 합니다. * 본 내용은 매도/매수의 의견이 아닙니다. * 매매에 대한 책임은 본인에게있습니다.
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| 日期 | 订阅者增长 | 提及 | 频道 | |
| 01 七月 | +7 |
频道帖子
| 2 | Fx closes 1554.90, highest lvl based on closing lvl since 5 Mar 2009. | 810 |
| 3 | 세숫대야=케빈워시 | 1 181 |
| 4 | 오늘 저녁 ECB포럼에 세숫대야가 쎄게 나오면 강달러->엔약세->원약세로 주가는 흔들. 현재 그걸 반영중. 일단 지나고 보는게 좋겠음. | 1 725 |
| 5 | Krw having tough time.
-foreign selling on Korean equity + weak yen.
-short-covering + possilibity that speculative flow may come in. | 1 220 |
| 6 | BCA & Blackrock also warning of Korean equity being skewed to AI. | 1 245 |
| 7 | " Looks like fx sucks in every issues. Since fx surged to 1560 lvl, bonds also see sell off", said one from sec.firm. | 1 255 |
| 8 | Franklin Templeton's investment strategist " Korean equity being lopside to semiconductor too much". | 1 255 |
| 9 | NPS net selling stocks of more than W100B as of 10:34am sel time. It's possible for NPS to control the pace of selling stocks.
*NPS resumes rebalancing from today | 1 250 |
| 10 | https://n.news.naver.com/mnews/article/421/0009033113 | 1 436 |
| 11 | https://n.news.naver.com/mnews/article/366/0001175675 | 1 468 |
| 12 |  没有文字... | 1 400 |
| 13 | 이게 뭔 개소리인지 도대체 몰겄네.코스닥 150 툭 절반 짤라서 프리미엄 70? 등급분류 기준은? 마블링 정도에 따라서???원뿔,투뿔,쓰리뿔? 닭대가리 등급제야? | 1 523 |
| 14 | https://www.etnews.com/20260630000286 | 1 854 |
| 15 | https://biz.chosun.com/it-science/ict/2026/06/30/JTUA3T353JAWBEMFMHQZPJWNME/?utm_source=naver&utm_medium=newsstand&utm_campaign=news | 1 553 |
| 16 | -fx swpa tom-next가 0.6원에 거래됨.
통상적으론 0.3원 평균 거래인데 2배가량 높은 이례적 상황. 주식시장 업-다운 변동성이 지랄이라 돈을 무지막지하게 빨아들이고 있는 상황. 정부가 불쏘시개 역할을 하고 있다고 봐야. 모두가 해피할지.. 아니면 돈이 증발하는 혼돈의 상황이 될지... | 1 553 |
| 17 | T/N was up to 0.6 yesterday. This shocked fx players. But folks still don't know why but speculation only. They think that the reason might be shortage of krw money market. Local banks have focused on borrowking krw while sec.firms and foreign banks have had tough condition to borrow krw. This imbalance of supply-demand in Krw money market seems to have been reflected into fx swap market.
0.60 is the unpredecented number in T/N.
-Kospi gets volatile, this has made trd volume and amount surged. Money keeps moving into stock market. Krw demand is quite strong for stocks settlement according to kospi up and down.
-Sec.firms issuing e-short term bonds like 1month at ard 4%. But bok rate is 2.5%. This is too much.
"T/N trd at 0.6 is very unpredecented. Krw demand looks very strong. This cld be seasonal factor like the end of H1. Not sure about clear reason", one from bank said. | 1 611 |
| 18 | https://n.news.naver.com/mnews/article/421/0009030466 | 1 584 |
| 19 | -한국말은 아어 다른게…하겠다가 아니라 계획이란게 모호성 | 1 694 |
| 20 | [속보] 삼성 이재용 "반도체 새로운 단지, 광주를 후보지로 계획" _연합 | 1 703 |
