COREAN ๐Ÿ‡ฐ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฏ๐Ÿ‡ต

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COREAN ๐Ÿ‡ฐ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฏ๐Ÿ‡ต banner
COREAN ๐Ÿ‡ฐ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฏ๐Ÿ‡ต

COREAN ๐Ÿ‡ฐ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฏ๐Ÿ‡ต

@corean366

ํ•œ๋ฏธ์ผ ์ž์œ ๊ฐ€์น˜๋™๋งน๋งŒ์ด ํ•œ๊ตญ ๊ฒฝ์ œ'์•ˆ๋ณด ์ „๋žต์ด๋‹ค

Tham gia Haziran 2024
634 ฤang theo dรตi838 Ngฦฐแปi theo dรตi
COREAN ๐Ÿ‡ฐ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฏ๐Ÿ‡ต
๋“œ๋””์–ด ๊ณ ๋“ ์ฐฝ์— ์ด์–ด ํƒ€๋ผ์˜ค๋ฐ•์‚ฌํ•œํ…Œ๊นŒ์ง€ ๋“ค์–ด ๊ฐ”๋‹ค. ๋‚ด๊ฐ€ ์ด์ง€์Šค์ž์‚ฐ์šด์šฉ ์ค‘๊ตญ๊ณ„ ์ž๋ณธ์—๊ฒŒ ๋งค๊ฐ๋œ๊ฑฐ ์ด์Šˆ๋ฅผ X์—์„œ ๋ฐ”์ด๋Ÿด ์‹œํ‚จ์ง€ 4์ผ์งธ๋‹ค~ ์Œ~ ์•„์ฃผ์ข‹์•„... ์ด๊ฑฐ ์ด์Šˆ๊ฐ€ ์•ˆ๋˜์„œ ์†์ƒํ•˜๋‹ค๋˜ ๊ด€๋ จ์ž๊ฐ€ ๋ณด๋ฉด ๋†€๋ผ๊ฒ ๋‹ค~ ์—‘์Šค๊ฐ€ ์ด์ •๋„์˜€์–ด?x.com/corean366/statโ€ฆ
COREAN ๐Ÿ‡ฐ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฏ๐Ÿ‡ต tweet media
Tara O@DrTaraO

China-linked capital (Hill House) to acquire the largest real estate fund in South Korea, Igis Asset Management. Then China would control $1.4 billion in Korean public pension funds & major national infrastructure asset data as well as $64 billion in assets in Korea. What could go wrong?

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FreedomToMars ๐Ÿ˜Ž๐Ÿ’ช
FreedomToMars ๐Ÿ˜Ž๐Ÿ’ช@FreedomtoMarsยท
์—Œใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ ๐Ÿ˜‚ ์ „ํ•œ๊ธธ ์„ ์ƒ๋‹˜ ์˜ค๋Š˜ ๋ฐ•์ฃผํ˜„ ๋ณ€ํ˜ธ์‚ฌ๋‹˜ ๋‚˜์˜ค์‹œ๋‹ˆ๊นŒ ๊ฐ‘์ž๊ธฐ ํ’€์•…์…€ ์ œ๋Œ€๋กœ ๋ฐŸ์œผ์‹œ๋„ค์š” ใ…‹ใ…‹ใ…‹ ๐Ÿคฃ "์ ˆ์œคํ•˜๊ณ  ์ง€๋ฐฉ์„ ๊ฑฐ ์ฐธํŒจํ•˜๊ฒŒ ๋˜๋ฉด ์กด์žฌ์ด์œ ๊ฐ€ ์—†๋‹ค" "์ง€๋ฐฉ์„ ๊ฑฐ ๋๋‚˜๋ฉด ๋‹น ํ•ด์ฒด ์˜ˆ์ธกํ•œ๋‹ค" "๊ตญ๋ฏผ์˜ํž˜ ๊ตญํšŒ์˜์› 106๋ช… ๋ชจ์—ฌ๋ดค์ž... ์“ฐ๋ ˆ๊ธฐ๋“ค์ด๋‹ค." ๐Ÿ”ฅ ์™€ ์ด ์“ฐ๋ฆฌ ์ฝค๋ณด์— ์˜ค๋Š˜ ๋ฐฉ์†ก ๋ ˆ์ „๋“œ ๋“ฑ๊ทน ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ ์˜ค๋Š˜ ๋ชจ์ฒ˜๋Ÿผ ์ œ๋Œ€๋กœ ์‚ฌ์ด๋‹ค๋ผ๊ณ  ๋А๋ผ์‹  ๋ถ„๋“ค ์ข€ ๋งŽ์„ ๋“ฏ ๐Ÿ˜†
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FreedomToMars ๐Ÿ˜Ž๐Ÿ’ช
FreedomToMars ๐Ÿ˜Ž๐Ÿ’ช@FreedomtoMarsยท
@corean366 ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ ๐Ÿ˜‚ ๊ท€์—ฌ์šฐ๋ฉด์„œ๋„ ๋ญ”๊ฐ€ ์›ƒ๊ธฐ๋„ค์š”. ์ž˜ ๋งŒ๋“œ์…จ๋„ค
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FreedomToMars ๐Ÿ˜Ž๐Ÿ’ช
FreedomToMars ๐Ÿ˜Ž๐Ÿ’ช@FreedomtoMarsยท
์ด์ œ 'ํ•™์ƒ์˜ ์†Œ๋ฆฌ'๋„ ๊ฐ€๋‘๋ฆฌ ๊นจ์กŒ๋‚˜? ๐Ÿ˜ฎ "'์ž˜๋ชปํ–ˆ์„ ๋•Œ ํšŒ์ดˆ๋ฆฌ ์•ˆ ๋“ค๊ณ , ์ฑ„์ฐ์งˆ ์•ˆํ•œ๊ฒŒ ์ œ์ผ ์ž˜๋ชป์ด๋‹ค." "์œ ํŠœ๋ฒ„๋“ค์ด ์•Œ์•„์„œ ๋‹น๋Œ€ํ‘œ ๊นŒ์ง€ ๋งˆ๋ผโ€™ ํ•˜๋ฉด์„œ ๋ณดํ˜ธํ•ด์ค€ ๊ฒŒ ๋ฌธ์ œ์˜€๋‹ค." ์ „ํ•œ๊ธธ ์„ ์ƒ๋‹˜์— ์ด์–ด์„œ ์œ ํŠœ๋ฒ„๋“ค ํ•˜๋‚˜ ๋‘˜ ์Šคํƒ ์Šค๊ฐ€ ์ ์  ๋ฐ”๋€Œ๋Š” ๊ฒƒ ๊ฐ™์€๋ฐ์š”? ใ…‹ใ…‹ใ…‹ ๊ทผ๋ฐ ์ด์ œ ์™€์„œ ๊นจ๋‹ฌ์€ ๊ฑฐ... ๋„ˆ๋ฌด ๋น ๋ฅธ ๊ฑฐ ์•„๋‹Œ๊ฐ€์š”? ๐Ÿ˜‡
FreedomToMars ๐Ÿ˜Ž๐Ÿ’ช@FreedomtoMars

์—Œใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ ๐Ÿ˜‚ ์ „ํ•œ๊ธธ ์„ ์ƒ๋‹˜ ์˜ค๋Š˜ ๋ฐ•์ฃผํ˜„ ๋ณ€ํ˜ธ์‚ฌ๋‹˜ ๋‚˜์˜ค์‹œ๋‹ˆ๊นŒ ๊ฐ‘์ž๊ธฐ ํ’€์•…์…€ ์ œ๋Œ€๋กœ ๋ฐŸ์œผ์‹œ๋„ค์š” ใ…‹ใ…‹ใ…‹ ๐Ÿคฃ "์ ˆ์œคํ•˜๊ณ  ์ง€๋ฐฉ์„ ๊ฑฐ ์ฐธํŒจํ•˜๊ฒŒ ๋˜๋ฉด ์กด์žฌ์ด์œ ๊ฐ€ ์—†๋‹ค" "์ง€๋ฐฉ์„ ๊ฑฐ ๋๋‚˜๋ฉด ๋‹น ํ•ด์ฒด ์˜ˆ์ธกํ•œ๋‹ค" "๊ตญ๋ฏผ์˜ํž˜ ๊ตญํšŒ์˜์› 106๋ช… ๋ชจ์—ฌ๋ดค์ž... ์“ฐ๋ ˆ๊ธฐ๋“ค์ด๋‹ค." ๐Ÿ”ฅ ์™€ ์ด ์“ฐ๋ฆฌ ์ฝค๋ณด์— ์˜ค๋Š˜ ๋ฐฉ์†ก ๋ ˆ์ „๋“œ ๋“ฑ๊ทน ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ ์˜ค๋Š˜ ๋ชจ์ฒ˜๋Ÿผ ์ œ๋Œ€๋กœ ์‚ฌ์ด๋‹ค๋ผ๊ณ  ๋А๋ผ์‹  ๋ถ„๋“ค ์ข€ ๋งŽ์„ ๋“ฏ ๐Ÿ˜†

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COREAN ๐Ÿ‡ฐ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฏ๐Ÿ‡ต
๋‚ด๊ฐ€ ์ข‹์•„ํ–ˆ๋˜ ๊ณต๊ฐ๊ธฐ๋™๋Œ€ ์‹œ๋ฆฌ์ฆˆ ์ค‘ SAC 2045 ์‹œ๋ฆฌ์ฆˆ(2020-2022) ์ธ๊ณต์ง€๋Šฅ ์ดˆ์—ฐ๊ฒฐ ์‚ฌํšŒ์—์„œ ๋ฐœ์ƒํ• ๋งŒํ•œ ํ…Œํฌ๋…ธํฌ๋ผ์‹œ ์ „์ฒด์ฃผ์˜์— ๋Œ€ํ•œ ๊ฒฝ๊ณ ์˜€๋‹ค. ์ •์น˜๋ฅผ ๋ชฐ๋ž์„๋•Œ: SF ๋งŒํ™” ๊ณ„๋ชฝ๋˜๊ณ  ๋‚œํ›„: ๋ฐ˜ ์ „์ฒด์ฃผ์˜ ์ฒ ํ•™ ๋งŒํ™” ์ง€๊ธˆ ๋‹ค์‹œ ๋ณด๋‹ˆ ์ •๋ง ์œ„๋Œ€ํ•œ ์ฒ ํ•™์  ํ†ต์ฐฐ์„ ๋ณด์—ฌ์ฃผ๋Š” ๋งŒํ™”๋‹ค.
COREAN ๐Ÿ‡ฐ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฏ๐Ÿ‡ต tweet media
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์ œ์ด๐Ÿ‡ฐ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฐ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ธ
๋ง์ด ์•ž์œผ๋กœ ๋‹ฌ๋ ค๊ฐ€๋Š” ๊ฒƒ์„ ๋ณด๋ฉด ์ขŒ๋‡Œํ˜•์ด๊ณ , ๋ง์ด ๋’ค๋กœ ๊ฑท๋Š” ๊ฒƒ์„ ๋ณด๋ฉด ์šฐ๋‡Œํ˜•์ž…๋‹ˆ๋‹ค. ๋ฌด์—‡์ด ๋ณด์ด์‹œ๋‚˜์š”?
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์ฒญ์†Œ๋ถ€/CLEANER
์ฒญ์†Œ๋ถ€/CLEANER@KORROOFTOPARODYยท
์ „์ž‘๊ถŒ ํ™˜์ˆ˜ ๋ฐ ์ž์ฃผ๊ตญ๋ฐฉ ์™ธ์น˜๋Š” ์ขŒํŒŒ์—๊ฒŒ ๋˜‘๋˜‘ํ•œ ์šฐํŒŒ์˜ ๋Œ“๊ธ€โ€ฆ ๐Ÿซณ๐ŸŽค
์ฒญ์†Œ๋ถ€/CLEANER tweet media
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๋ฏผ์ดˆํ•‘
๋ฏผ์ดˆํ•‘@Kim_MintChoยท
์ค‘๊ตญ์— ์ ๋ น๋˜๊ธฐ ์ „ ํ™์ฝฉ ์‹œ์œ„ ํ• ๋•Œ ๊ณต์•ˆ์˜ ๋ชจ์Šต๋“ค ๋ฌด์„ญ๋„ค ใ„ทใ„ท ๋ฒš๊ฝƒ๋†€์ด๋„ ์ด๋ฒˆ์ด ๋งˆ์ง€๋ง‰์ผ๋“ฏ ใ…‡ใ…‡
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Conservative๐Ÿ‡ฐ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฏ๐Ÿ‡ต
๐Ÿšจ ๐Ÿช–๊ตฐ๋Œ€ ์ƒํ™ฉ ๐Ÿ”ฅ ์‚ฌ๋ง์†Œ์‹์ด ๊ณ„์†ํ•ด์„œ ๋“ค๋ฆฌ๋Š”์ค‘์ž…๋‹ˆ๋‹ค ๐Ÿ˜ข ์ถœ์ฒ˜ : captain_kimsangho
Conservative๐Ÿ‡ฐ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฏ๐Ÿ‡ต tweet mediaConservative๐Ÿ‡ฐ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฏ๐Ÿ‡ต tweet media
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Ellen J
Ellen J@EllenJ_SKยท
We must gather public opinion to prevent the sale of IGIS Asset Management to a Chinese private equity fund. IGIS Asset Management is not just a simple real estate company. The sale must be blocked through measures such as the โ€œProvisional Qualification Screening for Major Shareholders.โ€ ๐Ÿ“ŒIf IGIS Asset Management is sold, national strategic infrastructure, such as the Hanam Data Center and the Busan New Port Grain Terminal, may fall under foreign influence. ๐ŸšจThe Hanam Data Center is a digital territory where all of Koreaโ€™s critical information is stored. Under its National Intelligence Law, China mandates that its companies cooperate with national intelligence activities.
Ellen J tweet media
Ellen J@EllenJ_SK

Strategic national assets built with taxpayersโ€™ moneyโ€ฆnow being sold to a Chinese private equity firm. Does that make sense? The sale of management rights for IGIS Asset Management can hardly be described as a fair process. Despite Heungkuk Life Insurance submitting the highest bid during the initial process, they were ultimately excluded. Although it is claimed that the Chinese private equity fund Hillhouse offered a higher amount, the circumstances surrounding this reversal are highly questionable. The sale advisor reportedly broke its promise that there would be no โ€œprogressive biddingโ€ and provided Hillhouse with an unfair opportunity to raise its price. This transaction is not merely a transfer of management rights; IGIS holds significant national strategic assets, including data centers and logistics hubs. It is a reasonable inference that allowing a Chinese private equity fund to operate these assets could run counter to national interests. ๐Ÿ“ŒThis appears to be a clear case of deceptive and unfair trading, driven by the collusion advisor Morgan Stanley and Goldman Sachs to secure higher fees, while Deutsche Bank backed Hillhouse to flip the deal. Furthermore, it is inconceivable that the major shareholders of IGIS were unaware of the advisorโ€™s decision-making process. This indicates that the sellers also prioritized a higher exit price over the fairness and transparency of the transaction. It is also highly probable that Hillhouse Capital exploited leaked or compromised information to gain an unfair advantage in the bidding. However, we must also address the negligence of the financial authorities, who failedโ€”or chose notโ€”to monitor a large-scale deal involving national infrastructure. The lack of oversight regarding the potential outflow of strategic assets is a serious dereliction of duty that compromises national interest. ๐Ÿ“Lee Chan-jin, who served as a defense attorney for Lee Jae-myung during the Ssangbangwool North Korea remittance scandal, now heads the Financial Supervisory Service as its Governor.

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ํ•˜๋น• ๋ˆ„๋ฅด๋งˆ๊ณ ๋ฉ”๋„ํ”„ (Khabib Nurmagomedov)
โš ๏ธ ๊ทธC ๊ตฌ๋…์ž ๊ณ„๋‹จ์‹ ํ•˜๋ฝ โš ๏ธ โ€‹์ตœ๊ณ  ๊ตฌ๋…์ž : ์•ฝ 101๋งŒ ๋ช… โ€‹ํ˜„์žฌ ๊ตฌ๋…์ž ์ˆ˜ : ์•ฝ 98๋งŒ 4,000๋ช… โ€‹๊ฐ์†Œ๋Ÿ‰ : ์ตœ๊ณ ์  ๋Œ€๋น„ ์•ฝ 2๋งŒ 6,000๋ช… ๊ฐ์†Œ โ€‹๊ทธ๋ผ์šด๋“œC๋Š” ์ง€๋‚œ 2024๋…„ ๋ง๋ถ€ํ„ฐ 2025๋…„ ์ดˆ ์‚ฌ์ด ๊ธ‰๊ฒฉํ•œ ์„ฑ์žฅ์„ธ๋ฅผ ๋ณด์ด๋ฉฐ 90๋งŒ ๋ช…์„ ๋ŒํŒŒํ–ˆ๊ณ , 2026๋…„ 3์›” ์ดˆ์—๋Š” 101๋งŒ ๋ช…๊นŒ์ง€ ๋„๋‹ฌํ•˜๋ฉฐ ์ •์ ์„ ์ฐ์—ˆ์Šต๋‹ˆ๋‹ค. ํ•˜์ง€๋งŒ ์ดํ›„ ํ•˜๋ฝ์„ธ๊ฐ€ ์ด์–ด์ง€๋ฉฐ ํ˜„์žฌ๋Š” 98๋งŒ ๋ช…๋Œ€๋ฅผ ๊ธฐ๋กํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.
ํ•˜๋น• ๋ˆ„๋ฅด๋งˆ๊ณ ๋ฉ”๋„ํ”„ (Khabib Nurmagomedov) tweet media
ํ•˜๋น• ๋ˆ„๋ฅด๋งˆ๊ณ ๋ฉ”๋„ํ”„ (Khabib Nurmagomedov)@liarminjoo

๐Ÿšจ ๊ทธC ๊ตฌ๋…์ž์˜ '์—ญ S ์ปค๋ธŒ' ํ˜„์ƒ โ€‹1๏ธโƒฃ โ€‹์ดˆ๊ธฐ ๋‹จ๊ณ„ (Sliding Decline) - ๊ทธ๋ž˜ํ”„์˜ ์™ผ์ชฝ ์ƒ๋‹จ์—์„œ ์‹œ์ž‘ํ•ฉ๋‹ˆ๋‹ค. ์ฒ˜์Œ์—๋Š” ๊ตฌ๋…์ž๊ฐ€ ์ค„์–ด๋“ค๊ธฐ๋Š” ํ•˜์ง€๋งŒ, ๊ธฐ์šธ๊ธฐ๊ฐ€ ๋งค์šฐ ์™„๋งŒํ•˜์—ฌ '์•ผ๊ธˆ์•ผ๊ธˆ' ๋น ์ง€๋Š” ์ˆ˜์ค€์ž…๋‹ˆ๋‹ค. ์ด๋•Œ๊นŒ์ง€๋Š” ์ฑ„๋„์˜ ์œ„๊ธฐ๊ฐ์ด ํฌ์ง€ ์•Š์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. 2๏ธโƒฃ โ€‹์ž„๊ณ„์  (Tipping Point) - ํŠน์ • ์‹œ์ (Dashed Line)์„ ์ง€๋‚˜๋ฉด์„œ ํ•˜๋ฝ์˜ ๊ธฐ์šธ๊ธฐ๊ฐ€ ๊ธ‰๊ฒฉํ•˜๊ฒŒ ๊ฐ€ํŒ”๋ผ์ง‘๋‹ˆ๋‹ค. 3๏ธโƒฃ โ€‹๊ฐ€์†ํ™”๋œ ๋ถ•๊ดด (S-Curve Collapse) - 'ํ‹ฐํ•‘ ํฌ์ธํŠธ' ์ดํ›„, ๊ตฌ๋…์ž ์ดํƒˆ์ด '๊ฐ€์†ํ™”(Accelerated Mass Exodus)'๋˜์–ด ๊ทธ๋ž˜ํ”„๊ฐ€ ๊ฑฐ์˜ ์ˆ˜์ง์— ๊ฐ€๊น๊ฒŒ ํญ๋ฝํ•ฉ๋‹ˆ๋‹ค. ์ด ๊ตฌ๊ฐ„์ด ๋ฐ”๋กœ ๋Œ€๋Ÿ‰ ์ƒ์‚ฐ์˜ ์„ฑ์žฅ๊ธฐ์™€ ๋ฐ˜๋Œ€๋˜๋Š”, '๋Œ€๋Ÿ‰ ์ดํƒˆ์˜ S-์ปค๋ธŒ' ํ•ต์‹ฌ ๊ตฌ๊ฐ„์ž…๋‹ˆ๋‹ค. 4๏ธโƒฃ โ€‹์ตœ์ข… ๋‹จ๊ณ„ (Bottoming Out) - ๋งˆ์ง€๋ง‰์œผ๋กœ ํ•˜๋ฝ์„ธ๊ฐ€ ์ง„์ •๋˜๋ฉฐ ๊ทธ๋ž˜ํ”„๊ฐ€ ๋ฐ”๋‹ฅ๊ถŒ(Low/Zero Subscribers)์— ๋จธ๋ฌผ๊ฒŒ ๋ฉ๋‹ˆ๋‹ค.

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๊น€์ด๋ฐ•์•„๋ฌด๊ฐœ_
์• ๊ตญ์ž๋“ค์•„ !!!! ์ด์ง€์Šค ์ž์‚ฐ์šด์šฉ์ด ์ค‘๊ตญ์— ๋งค๊ฐ๋˜๊ธฐ ์ผ๋ณด ์ง์ „์ด์•ผ! ์šฐ๋ฆฌ๊ฐ€ ํ•  ์ˆ˜ ์žˆ๋Š” ์ผ์€ ํ˜„์žฌ ์ด๊ฑฐ๋ฐ–์— ์—†๋‹ค!!! ๊ทธ๋Œ€๋กœ ๋ณต๋ถ™ํ•ด๋„ ๋˜๊ณ  ์•„๋‹ˆ๋ฉด ์ฑ—์ง€ํ”ผํ‹ฐ๋กœ ์ข€ ์ˆ˜์ •ํ•ด์„œ ๋‹ค์–‘ํ•˜๊ฒŒ ์˜ฌ๋ ค๋„ ๋  ๊ฒƒ ๊ฐ™์•„! ์•„๋ž˜ ๋‚ด์šฉ ๋ณต๋ถ™ํ•ด์„œ ์˜ฌ๋ฆฌ์ž~ ๊ตญ๋ฏผ์‹ ๋ฌธ๊ณ  ์ฒญ์›์‹œ ๊ธฐ๊ด€์„ 1.๊ธˆ์œต๊ฐ๋…์›๐ŸŒŸ 2.๊ธˆ์œต์œ„์›ํšŒ 3.๊ตญ์„ธ์ฒญ 4.๊ณต์ •๊ฑฐ๋ž˜์œ„์›ํšŒ ์ง€์ •ํ•˜๋ฉด ๋นจ๋ฆฌ ๋œ๋Œ€! ๊ตญ๋ฏผ์‹ ๋ฌธ๊ณ ๋งํฌ: epeople.go.kr/nep/pttn/gnrlPโ€ฆ ์ œ๋ชฉ: ์ด์ง€์Šค์ž์‚ฐ์šด์šฉ ๋งค๊ฐ ๊ด€๋ จ ์ž…์ฐฐ ๊ณต์ •์„ฑ ๋ฐ ํˆฌ์ž์ž ๋ณดํ˜ธ์— ๋Œ€ํ•œ ์กฐ์‚ฌ ์š”์ฒญ ๋‚ด์šฉ: ์•ˆ๋…•ํ•˜์„ธ์š”. ๊ธˆ์œต์‹œ์žฅ ์ฐธ์—ฌ์ž๋กœ์„œ ์ด์ง€์Šค์ž์‚ฐ์šด์šฉ ๋งค๊ฐ ์ ˆ์ฐจ์™€ ๊ด€๋ จํ•˜์—ฌ ์•„๋ž˜์™€ ๊ฐ™์€ ์šฐ๋ ค๊ฐ€ ์žˆ์–ด ๋ฏผ์›์„ ์ œ๊ธฐํ•ฉ๋‹ˆ๋‹ค. ํ˜„์žฌ ๋งค๊ฐ ๊ณผ์ •์—์„œ ํŠน์ • ์ธ์ˆ˜ ํ›„๋ณด๊ฐ€ ์šฐ์„ ํ˜‘์ƒ๋Œ€์ƒ์ž๋กœ ์„ ์ •๋œ ๊ฒƒ์œผ๋กœ ์•Œ๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ๊ทธ๋Ÿฌ๋‚˜ ์‹œ์žฅ์—์„œ๋Š” ์ž…์ฐฐ๊ฐ€ ์ •๋ณด ์œ ์ถœ ์˜ํ˜น, ํŠน์ • ํ›„๋ณด์ž์—๊ฒŒ ์œ ๋ฆฌํ•œ ์ •๋ณด ์ œ๊ณต ๊ฐ€๋Šฅ์„ฑ, ๊ทธ๋ฆฌ๊ณ  ์ฃผ์š” ํˆฌ์ž์ž์ธ ๊ตญ๋ฏผ์—ฐ๊ธˆ๊ณผ์˜ ์ดํ•ด๊ด€๊ณ„ ์ถฉ๋Œ ๋“ฑ ๊ณต์ •์„ฑ์— ๋Œ€ํ•œ ๋ฌธ์ œ๊ฐ€ ์ง€์†์ ์œผ๋กœ ์ œ๊ธฐ๋˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์ด์™€ ๊ฐ™์€ ์ƒํ™ฉ์ด ์‚ฌ์‹ค์ด๋ผ๋ฉด, ์ด๋Š” ๋‹จ์ˆœํ•œ ๊ฐœ๋ณ„ ๊ฑฐ๋ž˜ ๋ฌธ์ œ๊ฐ€ ์•„๋‹ˆ๋ผ ์ž๋ณธ์‹œ์žฅ ์ „๋ฐ˜์˜ ์‹ ๋ขฐ๋ฅผ ํ›ผ์†ํ•  ์ˆ˜ ์žˆ๋Š” ์ค‘๋Œ€ํ•œ ์‚ฌ์•ˆ์ด๋ผ๊ณ  ํŒ๋‹จ๋ฉ๋‹ˆ๋‹ค. ํŠนํžˆ ๋‹ค์Œ ์‚ฌํ•ญ์— ๋Œ€ํ•œ ๋ช…ํ™•ํ•œ ํ™•์ธ๊ณผ ์กฐ์น˜๋ฅผ ์š”์ฒญ๋“œ๋ฆฝ๋‹ˆ๋‹ค. 1. ์ž…์ฐฐ ๊ณผ์ •์—์„œ์˜ ์ •๋ณด ์œ ์ถœ ์—ฌ๋ถ€ ๋ฐ ๊ด€๋ จ์ž ์กฐ์‚ฌ 2. ์ธ์ˆ˜ ํ›„๋ณด์ž ๊ฐ„ ๊ณต์ •ํ•œ ๊ฒฝ์Ÿ์ด ๋ณด์žฅ๋˜์—ˆ๋Š”์ง€ ์—ฌ๋ถ€ 3. ์ฃผ์š” ํˆฌ์ž์ž(LP)์˜ ๊ถŒ์ต์ด ์ถฉ๋ถ„ํžˆ ๋ฐ˜์˜๋˜์—ˆ๋Š”์ง€ ์—ฌ๋ถ€ 4. ๋Œ€์ฃผ์ฃผ ๋ณ€๊ฒฝ ์‹ฌ์‚ฌ ๊ณผ์ •์—์„œ์˜ ์ ๊ฒฉ์„ฑ ๋ฐ ํˆฌ๋ช…์„ฑ ํ™•๋ณด ์—ฌ๋ถ€ ๋ณธ ์‚ฌ์•ˆ์€ ํŠน์ • ๊ธฐ์—…์˜ ๋ฌธ์ œ๊ฐ€ ์•„๋‹ˆ๋ผ, ํ–ฅํ›„ ์œ ์‚ฌํ•œ ๋Œ€ํ˜• ๊ฑฐ๋ž˜์—์„œ์˜ ๊ธฐ์ค€๊ณผ ์‹ ๋ขฐ๋ฅผ ์ขŒ์šฐํ•  ์ˆ˜ ์žˆ๋Š” ์ค‘์š”ํ•œ ์‚ฌ๋ก€๋ผ๊ณ  ์ƒ๊ฐํ•ฉ๋‹ˆ๋‹ค. ๊ณต์ •ํ•˜๊ณ  ํˆฌ๋ช…ํ•œ ์‹œ์žฅ ์งˆ์„œ ํ™•๋ฆฝ์„ ์œ„ํ•ด ์ฒ ์ €ํ•œ ์กฐ์‚ฌ์™€ ์ ์ ˆํ•œ ์กฐ์น˜๋ฅผ ์š”์ฒญ๋“œ๋ฆฝ๋‹ˆ๋‹ค. ๊ฐ์‚ฌํ•ฉ๋‹ˆ๋‹ค.
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COREAN ๐Ÿ‡ฐ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฏ๐Ÿ‡ต
์ด์•ผ~ ํ•œ๊ตญ ์‚ฌ๋žŒ๋“ค ์ซŒ ๋ฉ‹์ฐ๋ฐ? ๋‚ด๊ฐ€ ์ด์Šˆ๋ฅผ ๋ฐ”์ด๋Ÿด์‹œํ‚จ ๋ณด๋žŒ์ด ์žˆ๋‹ค. Go!! Koreans! Go!
๊น€์ด๋ฐ•์•„๋ฌด๊ฐœ_@kimleepark112

์• ๊ตญ์ž๋“ค์•„ !!!! ์ด์ง€์Šค ์ž์‚ฐ์šด์šฉ์ด ์ค‘๊ตญ์— ๋งค๊ฐ๋˜๊ธฐ ์ผ๋ณด ์ง์ „์ด์•ผ! ์šฐ๋ฆฌ๊ฐ€ ํ•  ์ˆ˜ ์žˆ๋Š” ์ผ์€ ํ˜„์žฌ ์ด๊ฑฐ๋ฐ–์— ์—†๋‹ค!!! ๊ทธ๋Œ€๋กœ ๋ณต๋ถ™ํ•ด๋„ ๋˜๊ณ  ์•„๋‹ˆ๋ฉด ์ฑ—์ง€ํ”ผํ‹ฐ๋กœ ์ข€ ์ˆ˜์ •ํ•ด์„œ ๋‹ค์–‘ํ•˜๊ฒŒ ์˜ฌ๋ ค๋„ ๋  ๊ฒƒ ๊ฐ™์•„! ์•„๋ž˜ ๋‚ด์šฉ ๋ณต๋ถ™ํ•ด์„œ ์˜ฌ๋ฆฌ์ž~ ๊ตญ๋ฏผ์‹ ๋ฌธ๊ณ  ์ฒญ์›์‹œ ๊ธฐ๊ด€์„ 1.๊ธˆ์œต๊ฐ๋…์›๐ŸŒŸ 2.๊ธˆ์œต์œ„์›ํšŒ 3.๊ตญ์„ธ์ฒญ 4.๊ณต์ •๊ฑฐ๋ž˜์œ„์›ํšŒ ์ง€์ •ํ•˜๋ฉด ๋นจ๋ฆฌ ๋œ๋Œ€! ๊ตญ๋ฏผ์‹ ๋ฌธ๊ณ ๋งํฌ: epeople.go.kr/nep/pttn/gnrlPโ€ฆ ์ œ๋ชฉ: ์ด์ง€์Šค์ž์‚ฐ์šด์šฉ ๋งค๊ฐ ๊ด€๋ จ ์ž…์ฐฐ ๊ณต์ •์„ฑ ๋ฐ ํˆฌ์ž์ž ๋ณดํ˜ธ์— ๋Œ€ํ•œ ์กฐ์‚ฌ ์š”์ฒญ ๋‚ด์šฉ: ์•ˆ๋…•ํ•˜์„ธ์š”. ๊ธˆ์œต์‹œ์žฅ ์ฐธ์—ฌ์ž๋กœ์„œ ์ด์ง€์Šค์ž์‚ฐ์šด์šฉ ๋งค๊ฐ ์ ˆ์ฐจ์™€ ๊ด€๋ จํ•˜์—ฌ ์•„๋ž˜์™€ ๊ฐ™์€ ์šฐ๋ ค๊ฐ€ ์žˆ์–ด ๋ฏผ์›์„ ์ œ๊ธฐํ•ฉ๋‹ˆ๋‹ค. ํ˜„์žฌ ๋งค๊ฐ ๊ณผ์ •์—์„œ ํŠน์ • ์ธ์ˆ˜ ํ›„๋ณด๊ฐ€ ์šฐ์„ ํ˜‘์ƒ๋Œ€์ƒ์ž๋กœ ์„ ์ •๋œ ๊ฒƒ์œผ๋กœ ์•Œ๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ๊ทธ๋Ÿฌ๋‚˜ ์‹œ์žฅ์—์„œ๋Š” ์ž…์ฐฐ๊ฐ€ ์ •๋ณด ์œ ์ถœ ์˜ํ˜น, ํŠน์ • ํ›„๋ณด์ž์—๊ฒŒ ์œ ๋ฆฌํ•œ ์ •๋ณด ์ œ๊ณต ๊ฐ€๋Šฅ์„ฑ, ๊ทธ๋ฆฌ๊ณ  ์ฃผ์š” ํˆฌ์ž์ž์ธ ๊ตญ๋ฏผ์—ฐ๊ธˆ๊ณผ์˜ ์ดํ•ด๊ด€๊ณ„ ์ถฉ๋Œ ๋“ฑ ๊ณต์ •์„ฑ์— ๋Œ€ํ•œ ๋ฌธ์ œ๊ฐ€ ์ง€์†์ ์œผ๋กœ ์ œ๊ธฐ๋˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์ด์™€ ๊ฐ™์€ ์ƒํ™ฉ์ด ์‚ฌ์‹ค์ด๋ผ๋ฉด, ์ด๋Š” ๋‹จ์ˆœํ•œ ๊ฐœ๋ณ„ ๊ฑฐ๋ž˜ ๋ฌธ์ œ๊ฐ€ ์•„๋‹ˆ๋ผ ์ž๋ณธ์‹œ์žฅ ์ „๋ฐ˜์˜ ์‹ ๋ขฐ๋ฅผ ํ›ผ์†ํ•  ์ˆ˜ ์žˆ๋Š” ์ค‘๋Œ€ํ•œ ์‚ฌ์•ˆ์ด๋ผ๊ณ  ํŒ๋‹จ๋ฉ๋‹ˆ๋‹ค. ํŠนํžˆ ๋‹ค์Œ ์‚ฌํ•ญ์— ๋Œ€ํ•œ ๋ช…ํ™•ํ•œ ํ™•์ธ๊ณผ ์กฐ์น˜๋ฅผ ์š”์ฒญ๋“œ๋ฆฝ๋‹ˆ๋‹ค. 1. ์ž…์ฐฐ ๊ณผ์ •์—์„œ์˜ ์ •๋ณด ์œ ์ถœ ์—ฌ๋ถ€ ๋ฐ ๊ด€๋ จ์ž ์กฐ์‚ฌ 2. ์ธ์ˆ˜ ํ›„๋ณด์ž ๊ฐ„ ๊ณต์ •ํ•œ ๊ฒฝ์Ÿ์ด ๋ณด์žฅ๋˜์—ˆ๋Š”์ง€ ์—ฌ๋ถ€ 3. ์ฃผ์š” ํˆฌ์ž์ž(LP)์˜ ๊ถŒ์ต์ด ์ถฉ๋ถ„ํžˆ ๋ฐ˜์˜๋˜์—ˆ๋Š”์ง€ ์—ฌ๋ถ€ 4. ๋Œ€์ฃผ์ฃผ ๋ณ€๊ฒฝ ์‹ฌ์‚ฌ ๊ณผ์ •์—์„œ์˜ ์ ๊ฒฉ์„ฑ ๋ฐ ํˆฌ๋ช…์„ฑ ํ™•๋ณด ์—ฌ๋ถ€ ๋ณธ ์‚ฌ์•ˆ์€ ํŠน์ • ๊ธฐ์—…์˜ ๋ฌธ์ œ๊ฐ€ ์•„๋‹ˆ๋ผ, ํ–ฅํ›„ ์œ ์‚ฌํ•œ ๋Œ€ํ˜• ๊ฑฐ๋ž˜์—์„œ์˜ ๊ธฐ์ค€๊ณผ ์‹ ๋ขฐ๋ฅผ ์ขŒ์šฐํ•  ์ˆ˜ ์žˆ๋Š” ์ค‘์š”ํ•œ ์‚ฌ๋ก€๋ผ๊ณ  ์ƒ๊ฐํ•ฉ๋‹ˆ๋‹ค. ๊ณต์ •ํ•˜๊ณ  ํˆฌ๋ช…ํ•œ ์‹œ์žฅ ์งˆ์„œ ํ™•๋ฆฝ์„ ์œ„ํ•ด ์ฒ ์ €ํ•œ ์กฐ์‚ฌ์™€ ์ ์ ˆํ•œ ์กฐ์น˜๋ฅผ ์š”์ฒญ๋“œ๋ฆฝ๋‹ˆ๋‹ค. ๊ฐ์‚ฌํ•ฉ๋‹ˆ๋‹ค.

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COREAN ๐Ÿ‡ฐ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฏ๐Ÿ‡ต ฤ‘รฃ retweet
ํ˜ธ๋‘์•„๋น ($TSLA$)
์ด์ง€์Šค์ž์‚ฐ์šด์šฉ ๋งค๊ฐ ์‚ฌํƒœ, ๊ตญ๊ฐ€ ์ค‘์š” ์ธํ”„๋ผ๊ฐ€ ์ค‘๊ตญ๊ณ„ ์ž๋ณธ ์†์œผ๋กœ ๋„˜์–ด๊ฐˆ ์ˆ˜ ์žˆ๋‹ค๋Š” ์ด ์ด์•ผ๊ธฐ๋ฅผ ์ฒ˜์Œ๋ถ€ํ„ฐ ์ฐจ๊ทผ์ฐจ๊ทผ ํ’€์–ด์„œ ์„ค๋ช…๋“œ๋ฆฌ๊ฒ ์Šต๋‹ˆ๋‹ค. ๊ตญ๋‚ด ์ตœ๋Œ€ ๋ถ€๋™์‚ฐ ์ „๋ฌธ ์ž์‚ฐ์šด์šฉ์‚ฌ์ธ ์ด์ง€์Šค์ž์‚ฐ์šด์šฉ(IGIS Asset Management)์€ 2010๋…„ ์„ค๋ฆฝ๋œ ํšŒ์‚ฌ๋กœ, ํ˜„์žฌ ์•ฝ 73์กฐ ์› ๊ทœ๋ชจ์˜ ์ž์‚ฐ์„ ์šด์šฉํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์ฃผ๋กœ ๋ฆฌ์ธ (REITs), ๋ถ€๋™์‚ฐ ํŽ€๋“œ, ๋ฌผ๋ฅ˜์„ผํ„ฐ, ๋ฐ์ดํ„ฐ์„ผํ„ฐ, ์—๋„ˆ์ง€ ์ธํ”„๋ผ ๋“ฑ์— ํˆฌ์žํ•˜๋ฉฐ ์„ฑ์žฅํ–ˆ๋Š”๋ฐ, ํŠนํžˆ ๊ตญ๋ฏผ์—ฐ๊ธˆยท๊ณต๋ฌด์›์—ฐ๊ธˆ ๋“ฑ ๊ตญ๋‚ด ์ฃผ์š” ์—ฐ๊ธฐ๊ธˆ์ด 6์กฐ ์› ์ด์ƒ์„ ๋งก๊ธด โ€˜๊ณต๊ณต์„ฑ ๊ฐ•ํ•œโ€™ ์šด์šฉ์‚ฌ์ž…๋‹ˆ๋‹ค. ๋‹จ์ˆœํ•œ ์‚ฌ๋ฌด์‹คยท์ƒ๊ฐ€ ๊ฑด๋ฌผ์ด ์•„๋‹ˆ๋ผ, ๊ตญ๊ฐ€ ๊ฒฝ์ œ์™€ ์•ˆ๋ณด์— ์ง๊ฒฐ๋˜๋Š” ์ธํ”„๋ผ ์ž์‚ฐ์„ ๋‹ค์ˆ˜ ๋‹ค๋ฃจ๊ณ  ์žˆ๋‹ค๋Š” ์ ์ด ํ•ต์‹ฌ์ž…๋‹ˆ๋‹ค. ๊ทธ๋Ÿฐ๋ฐ 2025๋…„ ํ•˜๋ฐ˜๊ธฐ๋ถ€ํ„ฐ ์ด์ง€์Šค์ž์‚ฐ์šด์šฉ์˜ ๊ฒฝ์˜๊ถŒ ๋งค๊ฐ์ด ์ง„ํ–‰๋์Šต๋‹ˆ๋‹ค. ์ฐฝ์—…์ฃผ ๊ณ (ๆ•…) ๊น€๋Œ€์˜ ํšŒ์žฅ ๋ฐฐ์šฐ์ž ๋“ฑ์ด ๋ณด์œ ํ•œ ์ง€๋ถ„(์•ฝ 12.4%)๊ณผ ์žฌ๋ฌด์  ํˆฌ์ž์ž ์ง€๋ถ„์„ ํ•ฉ์ณ 60% ์ด์ƒ์„ ๋งค๋ฌผ๋กœ ๋‚ด๋†“์€ ๊ฑฐ์ฃ . ๋งค๊ฐ ์ฃผ๊ด€์‚ฌ๋Š” ๋ชจ๊ฑด์Šคํƒ ๋ฆฌ์™€ ๊ณจ๋“œ๋งŒ์‚ญ์Šค์˜€๊ณ , ์ฒ˜์Œ์—๋Š” ํฅ๊ตญ์ƒ๋ช…ยทํ•œํ™”์ƒ๋ช… ๋“ฑ ๊ตญ๋‚ด ๊ธˆ์œต์‚ฌ๊ฐ€ ์œ ๋ ฅ ํ›„๋ณด๋กœ ๊ฑฐ๋ก ๋์Šต๋‹ˆ๋‹ค. ๊ทธ๋Ÿฐ๋ฐ ์ƒํ™ฉ์ด ๊ธ‰๋ณ€ํ–ˆ์Šต๋‹ˆ๋‹ค. ๋ณธ์ž…์ฐฐ ์ดํ›„ ํžํ•˜์šฐ์Šค์ธ๋ฒ ์ŠคํŠธ๋จผํŠธ(Hillhouse Investmentยทํžํ•˜์šฐ์Šค)๊ฐ€ ๋’ค๋Šฆ๊ฒŒ ๋›ฐ์–ด๋“ค์–ด ๊ฐ€๊ฒฉ์„ ๋Œ€ํญ ์˜ฌ๋ฆฐ 1์กฐ 1,000์–ต ์›์„ ์ œ์‹œํ•˜๋ฉฐ ์šฐ์„ ํ˜‘์ƒ๋Œ€์ƒ์ž๋กœ ์„ ์ •๋œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ํฅ๊ตญ์ƒ๋ช…(1์กฐ 500์–ต ์› ์ •๋„)์ด ๋ณธ์ž…์ฐฐ ์ตœ๊ณ ๊ฐ€์˜€๋Š”๋ฐ, โ€˜ํ”„๋กœ๊ทธ๋ ˆ์‹œ๋ธŒ ๋”œโ€™(์ถ”๊ฐ€ ๊ฐ€๊ฒฉ ์ธ์ƒ ๊ธฐํšŒ) ๊ตฌ์กฐ๋ฅผ ์ด์šฉํ•ด ์—ญ์ „๋‹นํ•œ ์…ˆ์ด์ฃ . ํฅ๊ตญ์ƒ๋ช… ์ธก์€ โ€œ์ ˆ์ฐจ๊ฐ€ ๋ถˆ๊ณต์ •ํ•˜๋‹คโ€๋ฉฐ ๊ฐ•ํ•˜๊ฒŒ ๋ฐ˜๋ฐœํ•˜๊ธฐ๋„ ํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ทธ๋Ÿผ ํžํ•˜์šฐ์Šค๋Š” ์–ด๋–ค ํšŒ์‚ฌ์ผ๊นŒ์š”? 2005๋…„ ์ค‘๊ตญ ํ—ˆ๋‚œ์„ฑ ์ถœ์‹  ์žฅ๋ ˆ์ด(ํ˜„์žฌ ์‹ฑ๊ฐ€ํฌ๋ฅด ๊ตญ์ )๊ฐ€ ์„ค๋ฆฝํ•œ ๊ธ€๋กœ๋ฒŒ ์‚ฌ๋ชจํŽ€๋“œ(PEF)์ž…๋‹ˆ๋‹ค. ๋ณธ์‚ฌ๋Š” ์‹ฑ๊ฐ€ํฌ๋ฅด์— ๋‘๊ณ  ์žˆ์ง€๋งŒ, ์ดˆ๊ธฐ ํˆฌ์ž๋กœ ํ…์„ผํŠธยท์ง•๋‘ฅยท๋ฐ”์ด๋‘ ๋“ฑ ์ค‘๊ตญ ๋น…ํ…Œํฌ ๊ธฐ์—…์„ ํ‚ค์›Œ ์„ฑ์žฅํ•œ โ€˜์ค‘๊ตญ ์„ฑ์žฅ ์Šคํ† ๋ฆฌโ€™์˜ ์‚ฐ๋ฌผ๋กœ ํ‰๊ฐ€๋ฐ›์Šต๋‹ˆ๋‹ค. ํ˜•์‹์ ์œผ๋กœ๋Š” ์‹ฑ๊ฐ€ํฌ๋ฅดยท์ผ€์ด๋งจ ์ œ๋„ ๋ฒ•์ธ์„ ์“ฐ๋Š” ๊ธ€๋กœ๋ฒŒ ํŽ€๋“œ์ง€๋งŒ, ์ฐฝ์—…์ž ๋ฐฐ๊ฒฝ๊ณผ ์ค‘๊ตญ ํˆฌ์ž ๋น„์ค‘ ๋•Œ๋ฌธ์— ๊ตญ๋‚ด์—์„œ๋Š” ์ค‘๊ตญ๊ณ„ ์ž๋ณธ์œผ๋กœ ๊ฐ•ํ•˜๊ฒŒ ์ธ์‹๋˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์™œ ์ง„์งœ ํฐ์ผ์ด๋ผ๋Š” ์ด์•ผ๊ธฐ๊ฐ€ ๋‚˜์˜ค๋Š” ๊ฑธ๊นŒ์š”? ์ด์ง€์Šค์ž์‚ฐ์šด์šฉ์ด ๋‹จ์ˆœ ๋ถ€๋™์‚ฐ ํšŒ์‚ฌ๊ฐ€ ์•„๋‹ˆ๋ผ ๊ตญ๊ฐ€ ํ•ต์‹ฌ ์ธํ”„๋ผ์™€ ๊นŠ์ด ์–ฝํ˜€ ์žˆ๊ธฐ ๋•Œ๋ฌธ์ž…๋‹ˆ๋‹ค. ๊ตฌ์ฒด์ ์œผ๋กœ ์•Œ๋ ค์ง„ ์ฃผ์š” ์ž์‚ฐยทํˆฌ์ž ์‚ฌ๋ก€๋Š” ๋‹ค์Œ๊ณผ ๊ฐ™์•„์š” โ€ข ํ•˜๋‚จ ๋ฐ์ดํ„ฐ์„ผํ„ฐ(40MW๊ธ‰ ํ•˜์ดํผ์Šค์ผ€์ผ IDC) โ€” ๊ตญ๋‚ด ์ •๋ณด ๋ณด์•ˆ์˜ ํ•ต์‹ฌ. (์ผ๋ถ€ ๋ณด๋„์— ๋”ฐ๋ฅด๋ฉด 2024๋…„ ์ด๋ฏธ ๋งฅ์ฟผ๋ฆฌ์ธํ”„๋ผ์— ๋งค๊ฐ๋๋‹ค๋Š” ๋ฐ˜๋ก ๋„ ์žˆ์Šต๋‹ˆ๋‹ค.) โ€ข ๋ถ€์‚ฐํ•ญ ์‹ ํ•ญ ์–‘๊ณก๋ถ€๋‘ โ€” ์‹๋Ÿ‰ ์•ˆ๋ณด์™€ ๋ฌผ๋ฅ˜์˜ ์š”์ถฉ์ง€. ์ด์ง€์Šค๊ฐ€ ์„ ์ˆœ์œ„ ๋Œ€์ถœ(1,350์–ต ์› ๊ทœ๋ชจ) ๋“ฑ์œผ๋กœ ์‚ฌ์—… ๊ตฌ์กฐ๋ฅผ ๊นŠ์ด ์•Œ๊ณ  ์žˆ๋Š” ์ž๊ธˆ ์ œ๊ณต์ž. โ€ข ์ˆ˜๋„๊ถŒยท๊ฒฝ๋‚จ ์ง€์—ญ ์‹ ๊ทœ ๋ฐ์ดํ„ฐ์„ผํ„ฐ ๊ฐœ๋ฐœ ํ”„๋กœ์ ํŠธ. โ€ข ESS(์—๋„ˆ์ง€์ €์žฅ์žฅ์น˜) ์ค‘์•™๊ณ„์•ฝ์‹œ์žฅ ์‚ฌ์—…๊ถŒ โ€” ๊ตญ๊ฐ€ ์ „๋ ฅ๋ง์˜ โ€˜์™„์ถฉ์žฅ์น˜โ€™ ์—ญํ• ์„ ํ•˜๋Š” ๊ตญ์ฑ… ์‚ฌ์—…. ์ด ์ž์‚ฐ๋“ค์€ ๋ฐ์ดํ„ฐ(๋””์ง€ํ„ธ ์˜ํ† ), ๋ฌผ๋ฅ˜(ํ˜ˆ๊ด€), ์ „๋ ฅ(์‹ฌ์žฅ)์œผ๋กœ ๋น„์œ ๋˜๋ฉฐ, ์ค‘๊ตญ ๊ตญ๊ฐ€์ •๋ณด๋ฒ• ์ฒด๊ณ„ ์•„๋ž˜์—์„œ ์ค‘๊ตญ๊ณ„ ๊ธฐ์—…์ด ์ •๋ณด ํ˜‘์กฐ ์˜๋ฌด๋ฅผ ์ง€๋Š” ์ƒํ™ฉ์—์„œ ์ •๋ณด ์œ ์ถœ, ๋ฐฑ๋„์–ด ์ ‘๊ทผ, ์œ ์‚ฌ์‹œ ํ†ต์ œ ๋“ฑ์˜ ์•ˆ๋ณด ๋ฆฌ์Šคํฌ๊ฐ€ ์ œ๊ธฐ๋˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ๊ตญ๋ฏผ์˜ํž˜์€ ๊ตญ๊ฐ€ ์ „๋žต ์ธํ”„๋ผ๊ฐ€ ์‚ฌ์‹ค์ƒ ์ค‘๊ตญ ์˜ํ–ฅ๊ถŒ์— ๋“ค์–ด๊ฐˆ ์ˆ˜ ์žˆ๋‹ค๋ฉฐ ์ •๋ถ€์— ๋งค๊ฐ ์ค‘๋‹จ์„ ๊ฐ•ํ•˜๊ฒŒ ์ด‰๊ตฌํ–ˆ์Šต๋‹ˆ๋‹ค. ๋ฐ˜๋ฉด ์ผ๊ฐ์—์„œ๋Š” โ€œ์ด๋ฏธ ์ผ๋ถ€ ์ž์‚ฐ(ํ•˜๋‚จ DC ๋“ฑ)์€ ๋งค๊ฐ๋๊ณ , ์ด์ง€์Šค๋Š” ์šด์šฉ์‚ฌ์ผ ๋ฟ ์ง์ ‘ ์†Œ์œ ์ฃผ๊ฐ€ ์•„๋‹ˆ๋‹ค. ์—ฐ๊ธฐ๊ธˆ ๋“ฑ ๊ตญ๋‚ด ํˆฌ์ž์ž ๋ˆ์œผ๋กœ ์šด์šฉ๋˜๋Š” ๊ตฌ์กฐ๋ผ ๊ณผ๋„ํ•œ ๊ณตํฌ ๋งˆ์ผ€ํŒ…์ด๋ผ๋Š” ์ง€์ ๋„ ๋‚˜์˜ต๋‹ˆ๋‹ค. ๊ทธ๋ž˜๋„ ๊ฒฝ์˜๊ถŒ ์ž์ฒด๊ฐ€ ๋„˜์–ด๊ฐ€๋Š” ์ˆœ๊ฐ„, ์ž์‚ฐ ๋งค๊ฐยท์šด์˜ ๊ฒฐ์ •๊ถŒ๊ณผ ๋ฏผ๊ฐํ•œ ๋‚ด๋ถ€ ์ •๋ณด ์ ‘๊ทผ๊ถŒ์ด ์ค‘๊ตญ๊ณ„๋กœ ์ด๋™ํ•  ๊ฐ€๋Šฅ์„ฑ์€ ๋ถ„๋ช…ํžˆ ์กด์žฌํ•ฉ๋‹ˆ๋‹ค. 2026๋…„ 3์›” ๊ธฐ์ค€์œผ๋กœ ๋งค๊ฐ ์ž‘์—…์€ ๋ง‰๋ฐ”์ง€์— ์ ‘์–ด๋“ค์—ˆ๊ณ , ์•„์ง ๊ธˆ์œต๋‹น๊ตญ(๊ธˆ์œต์œ„์›ํšŒ)์˜ ๋Œ€์ฃผ์ฃผ ์ ๊ฒฉ์„ฑ ์‹ฌ์‚ฌ๊ฐ€ ๋‚จ์•„ ์žˆ์Šต๋‹ˆ๋‹ค. ์ด ์‹ฌ์‚ฌ์—์„œ โ€˜์ค‘๊ตญ๊ณ„โ€™ ๋…ผ๋ž€์ด ์ตœ๋Œ€ ๋ณ€์ˆ˜๊ฐ€ ๋  ์ „๋ง์ž…๋‹ˆ๋‹ค. ์š”์•ฝํ•˜์ž๋ฉด, ๊ตญ๋‚ด 1์œ„ ๋ถ€๋™์‚ฐ ์šด์šฉ์‚ฌ๊ฐ€ ๊ฐ€์ง„ ๊ตญ๊ฐ€ ์ค‘์š” ์ธํ”„๋ผ ์˜ํ–ฅ๋ ฅ์ด ์ค‘๊ตญ๊ณ„๋กœ ํ‰๊ฐ€๋˜๋Š” ํ•ด์™ธ ์‚ฌ๋ชจํŽ€๋“œ์—๊ฒŒ ๋„˜์–ด๊ฐˆ ์ˆ˜ ์žˆ๋‹ค๋Š” ์ด์•ผ๊ธฐ์ž…๋‹ˆ๋‹ค. ๋‹จ์ˆœํ•œ ๊ธฐ์—… M&A๊ฐ€ ์•„๋‹ˆ๋ผ ์‹๋Ÿ‰ยท๋ฐ์ดํ„ฐยท์—๋„ˆ์ง€ ์•ˆ๋ณด์™€ ์ง๊ฒฐ๋œ ์‚ฌ์•ˆ์œผ๋กœ ์ •์น˜๊ถŒยท์—ฌ๋ก ์—์„œ ํฌ๊ฒŒ ๋…ผ๋ž€์ด ๋˜๊ณ  ์žˆ๋Š” ์ƒํ™ฉ์ด์—์š”. ์ •๋ถ€์˜ ์ตœ์ข… ํŒ๋‹จ๊ณผ ์ถ”๊ฐ€ ์ง„ํ–‰ ์ƒํ™ฉ์„ ๊ณ„์† ์ง€์ผœ๋ด์•ผ ํ•  ๊ฒƒ ๊ฐ™์Šต๋‹ˆ๋‹ค. ์ด๊ฒŒ ์™œ โ€˜์ง„์งœ ์ค‘์š”ํ•œ ์‚ฌ์•ˆโ€™์œผ๋กœ ๋ถˆ๋ฆฌ๋Š”์ง€, ๋ฐฐ๊ฒฝ๊ณผ ์Ÿ์ ์„ ์ตœ๋Œ€ํ•œ ๊ฐ๊ด€์ ์œผ๋กœ ํ’€์–ด์„œ ์„ค๋ช…๋“œ๋ ธ์Šต๋‹ˆ๋‹ค.
Cpt.Lim_๐Ÿ‡ฐ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ฒ@lkitaek79

์—ฌ๋Ÿฌ๋ถ„ ์ด๊ฒŒ ์ง„์งœ ํฐ์ผ๋‚œ๊ฒ๋‹ˆ๋‹ค. ์ด์ง€์Šค ์ž์‚ฐ์šด์šฉ์ด ๊ฐ€์ง€๊ณ  ์žˆ๋˜ ์šฐ๋ฆฌ๋‚˜๋ผ ๊ตญ๊ฐ€ ์ค‘์š” ์ธํ”„๋ผ ์ง€๋ถ„์„ ์ค‘๊ตญ์ด ๊ฐ€์ ธ๊ฐ€๋Š” ๊ฒ๋‹ˆ๋‹ค. ์ง„์งœ ์ค‘์š”ํ•œ ์‚ฌ์•ˆ์ž…๋‹ˆ๋‹ค.

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COREAN ๐Ÿ‡ฐ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฏ๐Ÿ‡ต
์„ ์ƒ๋‹˜์˜ ๋ฌธ์ œ ์ธ์‹์— ๊ณต๊ฐํ•ฉ๋‹ˆ๋‹ค. ์ €๋„ ์‹ญ๋…„์ „๋ถ€ํ„ฐ ์ด ํŒ์„ ๋ดค๋˜ ์‚ฌ๋žŒ์œผ๋กœ์„œ ๊ทธ๋ ‡๊ฒŒ ์ƒ๊ฐํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.
๋™๋ฐฉ๋ช…์ฃผๆฑๆ–นๆ˜ŽๆŸฑๅ‘ฝไธป@xodmfal

@corean366 @CIA @realDonaldTrump ํ™ฉ๊ต์•ˆ ๋‚˜๊ฒฝ์› ์—”์ธ„ํŒŒ๋„์Šค ๊ฐ€๋Šฅ์„ฑ ์•„์ฃผ ์•„์ฃผ ๋†’์ฃ . ๋ฐ•๊ทผํ˜œ ๋Œ€ํ†ต๋ น์— ๋Œ€ํ•œ ๋ถˆ๋ฒ•ํƒ„ํ•ต์— ๋™์กฐํ•œ ๋‚˜๊ฒฝ์›, ์•„๋ฌด๊ฒƒ๋„ ์•ˆ ํ•œ ํ™ฉ๊ต์•ˆ.. ์ € ๋‘˜์€ ๋ฌธ์žฌ์ธ๊ณผ๋„ ์ด์žฌ๋ช…๊ณผ๋„ ์‹ธ์šฐ์ง€ ๋ชป ํ•˜๋Š”๋ฐ, ์ด์œ ๊ฐ€ ๋Œ€์ฒด ๋ญ˜๊นŒ์š”? ํ™ฉ๊ต์•ˆ์€ ๋ถ€์ •์„ ๊ฑฐ๋งŒ ์™ธ์น˜๋ฉด, ๋˜๋Š” ๊ฑด๊ฐ€์š”? youtube.com/live/Y23F6kcJMโ€ฆ

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4-day@onfourdayleaveยท
๋งค์ผ๊ฒฝ์ œ ๋…ผ์„ค์‹ค ์›๋ฌธ 'ํžํ•˜์šฐ์Šค๋Š” ์˜ˆ์ผ๋Œ€ ๊ธฐ๊ธˆ์ด ์ดˆ๊ธฐ ์ž๊ธˆ์„ ๋Œ„ ์‹ฑ๊ฐ€ํฌ๋ฅด ๋ฒ•์ธ์œผ๋กœ, ์บ๋‚˜๋‹ค์—ฐ๊ธˆํˆฌ์ž์œ„์›ํšŒ(CPPIB) ๋“ฑ ์„œ๊ตฌ๊ถŒ ์—ฐ๊ธฐ๊ธˆ์ด ์ฃผ์š” ์ถœ์ž์ž(LP)๋‹ค. ๋ฏธ๊ตญ ๋Œ€ํ•™ ๊ธฐ๊ธˆ๊ณผ ์—ฐ๊ธฐ๊ธˆ์ด ์ค‘๊ตญ ์ŠคํŒŒ์ด ๋…ธ๋ฆ‡์„ ํ•  ํŽ€๋“œ์— ๋ˆ์„ ๋งก๊ธธ ๋ฆฌ ๋งŒ๋ฌดํ•˜๊ณ  ๋ฏธ๊ตญ ์ •๋ถ€๊ฐ€ ์ด๋ฅผ ์šฉ๋‚ฉํ•  ๋ฆฌ๋„ ์—†๋‹ค. ์‹ฑ๊ฐ€ํฌ๋ฅด ๋ฒ•์ธ์ธ ํžํ•˜์šฐ์Šค์— ์ค‘๊ตญ ์ •๋ถ€๊ฐ€ ๊ตญ๊ฐ€์ •๋ณด๋ฒ•์„ ์ ์šฉํ•ด ์ŠคํŒŒ์ด ํ™œ๋™์„ ๊ฐ•์š”ํ•œ๋‹ค๋Š” ์ฃผ์žฅ์€ ๊ตญ์ œ๋ฒ•์  ๊ด€ํ• ๊ถŒ์„ ๋ฌด์‹œํ•œ ๋น„์•ฝ์ด๋‹ค'
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4-day@onfourdayleaveยท
์ด์ง€์Šค์ž์‚ฐ์šด์šฉ์ด ํžํ•˜์šฐ์Šค๋กœ ๋งค๊ฐ๋˜๋ฉด ๊ตญ๊ฐ€ ์•ˆ๋ณด๊ฐ€ ๋šซ๋ฆฐ๋‹ค๊ณ ? X์—์„œ ์ด์ง€์Šค์ž์‚ฐ์šด์šฉ์˜ ํžํ•˜์šฐ์Šค ๋งค๊ฐ์— ๋Œ€ํ•ด ์•ˆ๋ณด ์šฐ๋ ค๋ฅผ ์ œ๊ธฐํ•˜๋Š” ๋ถ„๋“ค์ด ๋งŽ์€๋ฐ์š”. ์„ค๋ช…์„ ํ•ด๋„ ์นœ์ค‘์ด๋‹ˆ ๋ญ๋‹ˆ ์ง€๋‚˜์น˜๊ฒŒ ์ •์น˜์ ์œผ๋กœ ๋ณด๋Š” ๋ถ„๋“ค์ด ๋งŽ์•„์„œ ํŒฉํŠธ์ฒดํฌํ•ด๋“œ๋ฆฝ๋‹ˆ๋‹ค. 1. ๋ฐ์ดํ„ฐ์„ผํ„ฐ โ€˜๋ฐฑ๋„์–ดโ€™ ์ฃผ์žฅ - ํ•˜๋‚จ ๋ฐ์ดํ„ฐ์„ผํ„ฐ: ์ด๋ฏธ ๋งค๊ฐ โ†’ ์ธ์ˆ˜ ๋Œ€์ƒ ์•„๋‹˜ - ์ž์‚ฐ์šด์šฉ์‚ฌ๋Š” ๊ฑด๋ฌผ๋งŒ ๋ณด์œ  (์ „๋ ฅยท๋ƒ‰๋ฐฉ) - ์„œ๋ฒ„ยท๋ฐ์ดํ„ฐ๋Š” ์ž„์ฐจ์ธ์ด ํ†ต์ œ โ†’ ๊ฑด๋ฌผ์ฃผ๊ฐ€ ๋ฐ์ดํ„ฐ ์ ‘๊ทผ์€ ๊ตฌ์กฐ์ ์œผ๋กœ ๋ถˆ๊ฐ€๋Šฅ 2. ํ•ญ๋งŒยท๋ฌผ๋ฅ˜ ํ†ต์ œ ์šฐ๋ ค - ๋ถ€์‚ฐํ•ญ ์–‘๊ณก๋ถ€๋‘: BTO ๊ตฌ์กฐ โ†’ ์†Œ์œ ๊ถŒ์€ ์ •๋ถ€ ์œ ์‚ฌ์‹œ ์šด์˜๊ถŒ ํšŒ์ˆ˜ ๊ฐ€๋Šฅ - ์ด์ง€์Šค๋Š” ์šด์˜์‚ฌ๊ฐ€ ์•„๋‹Œ โ€˜๋Œ€์ฃผ(๊ธˆ์œต ํˆฌ์ž์ž)โ€™ โ†’ ๋ฌผ๋ฅ˜ ํ†ต์ œ ๊ถŒํ•œ ์—†์Œ 3. ์ „๋ ฅ๋งยท๋ธ”๋ž™์•„์›ƒ ์‹œ๋‚˜๋ฆฌ์˜ค - ๊ฐœ๋ณ„ ์ž์‚ฐ ๋น„์ค‘ ๋ฏธ๋ฏธ - ์ „๋ ฅ์€ ์ „๋ ฅ๊ฑฐ๋ž˜์†Œ(KPX) ์ค‘์•™ ํ†ต์ œ - ์„ค๋น„ ์ค‘๋‹จ ์‹œ ํˆฌ์ž์ž ์†์‹ค ๋ฐœ์ƒ โ†’ ์˜๋„์  ๋ธ”๋ž™์•„์›ƒ์€ ํ˜„์‹ค์„ฑ ๋‚ฎ์Œ 4. โ€˜์ค‘๊ตญ๊ณ„ ์ž๋ณธโ€™ ํ”„๋ ˆ์ž„ - ํžํ•˜์šฐ์Šค: ์‹ฑ๊ฐ€ํฌ๋ฅด ๋ฒ•์ธ + ๊ธ€๋กœ๋ฒŒ LP ๊ตฌ์กฐ - ์ฃผ์š” ํˆฌ์ž์ž: ๋ฏธ๊ตญ ๋Œ€ํ•™๊ธฐ๊ธˆ, ์บ๋‚˜๋‹ค ์—ฐ๊ธฐ๊ธˆ ๋“ฑ โ†’ ๋‹จ์ˆœํ•œ โ€˜์ค‘๊ตญ ๊ณต์‚ฐ๋‹น ๋ฆฌ์Šคํฌโ€™๋กœ ์ผ๋ฐ˜ํ™” ์–ด๋ ค์›€ ๊ฒฐ๊ตญ ์ด ์‚ฌ์•ˆ์€ '์™ธ๊ตญ ์ž๋ณธ=์•ˆ๋ณด ์œ„ํ˜‘'์ด๋ผ๋Š” ๋‹จ์ˆœํ•œ ๊ตฌ๋„๋กœ ๋ณด๊ธฐ๋ณด๋‹ค, ์‹ค์งˆ์ ์ธ ํ†ต์ œ๊ถŒ๊ณผ ๋ฒ•์  ๊ตฌ์กฐ๋ฅผ ๊ธฐ์ค€์œผ๋กœ ํŒ๋‹จํ•ด์•ผ ํ•  ๋ฌธ์ œ์ž…๋‹ˆ๋‹ค. ์•ˆ๋ณด๋Š” ๋ถ„๋ช… ์ค‘์š”ํ•œ ๊ฐ€์น˜์ง€๋งŒ, ์‚ฌ์‹ค๊ณผ ๋‹ค๋ฅธ ๊ณตํฌ๊ฐ€ ์‹œ์žฅ์„ ์ง€๋ฐฐํ•˜๋ฉด ํˆฌ์ž ์‹ ๋ขฐ๋งŒ ํ›ผ์†๋ฉ๋‹ˆ๋‹ค. ์ด๋ฏธ ํ•œ๊ตญ์—๋Š” ์™ธ๊ตญ์ธํˆฌ์ž ์‹ฌ์‚ฌ ์ฒด๊ณ„๊ฐ€ ์กด์žฌํ•˜๋Š” ๋งŒํผ, ํ•„์š”ํ•œ ๊ฒƒ์€ ์ •์น˜์  ์ˆ˜์‚ฌ๊ฐ€ ์•„๋‹ˆ๋ผ ๋ƒ‰์ •ํ•œ ๋ฒ•์ ยท๊ฒฝ์ œ์  ๊ฒ€์ฆ์ž…๋‹ˆ๋‹ค. โ€ป ์ฐธ๊ณ ๋กœ ์ด ๋‚ด์šฉ์€ ๋งค์ผ๊ฒฝ์ œ ๊ธฐ์‚ฌ๋ฅผ ์ฐธ๊ณ ํ–ˆ์Šต๋‹ˆ๋‹ค (์‚ฌ์ง„=n.news.naver.com/article/014/00โ€ฆ) #IGIS #Hillhouse
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4-day@onfourdayleave

์šด์šฉ์‚ฌ๋ผ์„œ ๋ฌด์กฐ๊ฑด ์œ„ํ—˜ํ•˜๋‹ค๋Š” ์ธ์‹์ด ์•„๋‹ˆ๋ผ๋Š” ๊ฑฐ๊ณ , ์šด์˜ํ†ต์ œ๋ ฅ์ด ์žˆ์ง€๋งŒ ์šด์šฉ์‚ฌ๊ฐ€ ์ž๊ธฐ ๋ง˜๋Œ€๋กœ ํ•˜๋Š” ๊ตฌ์กฐ๋Š” ์•„๋‹ˆ์ฃ . ์šด์šฉ์‚ฌ๊ฐ€ ์„ค์‚ฌ ์ผํƒˆ์„ ํ•˜๋Š” ์•ˆ๋ณด๋‚˜ ์ •๋ณด ์œ ์ถœ ๋“ฑ์˜ ๋ฆฌ์Šคํฌ๊ฐ€ ์žˆ๋‹ค ํ•˜๋”๋ผ๋„ ๊ทธ์— ๋Œ€ํ•œ ํ†ต์ œ๋ฅผ ํ•ด์•ผ ๋˜๋Š” ๊ฒƒ์ด์ง€(์ด๊ฑด ๊ตญ๋‚ด ๊ธฐ์—…๋„ ๋™์ผํ•˜์ฃ ) ์ด์ง€์Šค๊ฐ€ ํžํ•˜์šฐ์Šค๋กœ ๋„˜์–ด๊ฐ€๋ฉด ์ค‘๊ตญ์— ์•ˆ๋ณด๊ฐ€ ํ„ธ๋ฆฐ๋‹ค๋Š” ์‹์˜ ์ฃผ์žฅ์€ ๊ณผํ•˜๋‹ค๋Š” ๊ฒ๋‹ˆ๋‹ค. ๊ทธ๋Ÿฌ๋ฉด ์ง€๊ธˆ๋„ ํ•ด์™ธ์šด์šฉ์‚ฌ๊ฐ€ ๊ตญ๋‚ด์— ๊ฐ–๊ณ  ์žˆ๋Š” ์ธํ”„๋ผ ์ž์‚ฐ๋“ค์€ ์–ด๋–ป๊ฒŒ ์„ค๋ช…ํ•  ๊ฑด๊ฐ€์š”?

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