7월29일 오전장 특징주

💌 7월29일 오전장 특징주

■ 시추 관련주 상승 이유 : '대왕고래' 가스전 시추 후방기지, 부산신항이 맡는다
첫 시추공 뚫을 '웨스트 카펠라' 11월 동남아→한국 출발
https://n.news.naver.com/article/001/0014834621
'대왕고래' 유전 로드쇼에 '큰손' 아람코·에니 나타났다
https://n.news.naver.com/article/025/0003376054
산업장관 “8월말, 동해 가스전 투자 주관사 입찰 시작”
https://biz.chosun.com/policy/policy_sub/2024/07/28/DUQFB32ILNE27IBUELGYHGIV3E/
(한선엔지니어링, 화성밸브, 아주스틸, 세방, 비엠티, 한국가스공사, 디케이락, 넥스틸, 포스코인터내셔널, 웨이버스 외)

▷한선엔지니어링, 대왕고래 프로젝트 아람코·에니 투자 검토 수식에 주요 고객사 '부각'
https://www.moneys.co.kr/article/2024072909222089529
▷디케이락, 트럼프 2.0수혜에 아람코향 벤더 등록·대왕고래 기대까지 분석의견
https://www.fnnews.com/news/202407290854098935
▷휴스틸, 대왕고래 프로젝트 아람코 투자 검토 소식에.. 아람코 강관 인증 2000억 계약 체결 부각
https://cafe.naver.com/sscena 

■ 제약 관련주 상승 이유 : 美대선 임박… K-제약·바이오 "CDMO 기업 수혜 기대"
https://n.news.naver.com/mnews/article/029/0002890939
"강달러에 '깜짝 실적' 삼바…美생물보안법·5공장 수주 기대"
https://www.hankyung.com/article/2024072574836
(셀리드, 압타머사이언스, 아이큐어, 티움바이오, 에스바이오메딕스)

▷셀리드, 아데노바이러스 벡터 플랫폼 기술 美·러시아 특허 등록 소식에 상한가 (7/23, 25, 26 뉴스)
▷압타머사이언스, ApDC 기술로 췌장암 치료제 개발 선도
https://www.pharmnews.com/news/articleView.html?idxno=248004
▷아이큐어, 싱가포르 UITC와 케토프로펜 플라스타 수출 계약 체결
https://instagram.com/happy_scenario 
▷티움바이오, 'TU2218', 임상 1b상 말기 고형암 환자 3명 부분관해 확인 (7/26 뉴스)
https://mdtoday.co.kr/news/view/1065589841926501
2조 규모 혈우병치료제 다크호스 급부상 (7/26 뉴스)
https://www.edaily.co.kr/News/Read?newsId=01095526638958456&mediaCodeNo=257&OutLnkChk=Y
▷에스바이오메딕스, "9~10월 파킨슨병·중증하지허혈 치료제 임상결과 발표한다"
https://news.mt.co.kr/mtview.php?no=2024072909043524413

■ 치매 관련주 상승 이유 : '꿈의 치매약' 한국 상륙 앞두고...K바이오, 글로벌 출항 준비
https://naver.me/5l786Xt2
한국 상륙 앞둔 '레켐비'에 후발신약 주목…K-바이오, AAIC 대거 출격 (7월28~8월1일)
https://n.news.naver.com/article/008/0005069697?sid=101
(퀀타매트릭스, 엔젠바이오, 명문제약 )

▷퀀타매트릭스, 올인원신속 항균제 감수성 통합 검사 솔루션 네이처 본지 게재 소식에 상한가
권성훈 퀀타매트릭스 대표 "네이처 게재, 시총 100배 성장 신호탄"
전세계 임상 미생물 검사시장 선도 기술력 입증 (7/25, 26 뉴스)
http://t.me/happyscena 
▷엔젠바이오, 글로벌 제약사 바이엘코리아와 진단 및 항암 분야 업무협약 체결 소식에 상한가 (7/26 뉴스)
▷명문제약, 해리스, 노조 행사서 진보 본색…“총기 금지·낙태권 보장” (전일시외상승 = 반짝 상승 확률)

■ 반도체 관련주 상승 이유 : 진짜 전쟁은 5세대 HBM부터…SK·삼성 AI 반도체 증설 본격화
https://n.news.naver.com/mnews/article/421/0007690407
석달만에 14% 올랐는데…"HBM가격 더 뛸 것"
https://n.news.naver.com/article/011/0004372671
(와이씨, 워트)

▷와이씨, 국내최초 삼성전자와 HBM 검사장비 공급계약 (1017억 규모) "HBM4까지 대응 가능"
https://news.mt.co.kr/mtview.php?no=2024072909455988814
▷워트, 삼성,SK AI 특수에 하반기 반도체 공장 증설
https://www.thebigdata.co.kr/view.php?ud=20240729044038581cd1e7f0bdf_23
고성능 컴퓨팅 수요 급증에 HBM 시장 고속 성장
https://www.pinpointnews.co.kr/news/articleView.html?idxno=279300

■ 개별테마

▷‘시총 1조원’ 특수변압기 기업, 산일전기, 29일(오늘) 코스피 입성
https://biz.chosun.com/stock/stock_general/2024/07/28/GT47S2PRSBEY7A2U7CCRXVFURY/
▷오브젠, 50억 규모 제3자배정 유상증자 결정 (전일시외상승 = 반짝 상승 확률)
▷나노씨엠에스, 내달 연 180톤 규모 전력반도체 웨이퍼 소재 공장 가동
▷KCTC, 티몬·위메프 셧다운 우려 속 쿠팡 독점 수혜 기대감 속 상한가 (7/26 뉴스)
▷케이알엠, LIG넥스원, 美 고스트로보틱스 지분 60% 3150억원에 최종 인수소식에…독점 총판 협업 기대감 ↑
https://han.gl/NdZLM
▷에스오에스랩, 美 글로벌 완성차 고성능 라이다 개발 "엔비디아 플랫폼 공급 가능성↑"
https://www.fnnews.com/news/202407290933364296

더보기 - t.me/happyscena