10월14일 오전장 특징주

💌 10월14일 오전장 특징주

■ 노벨상 관련주 상승 이유 : 전 세계 강타한 한강앓이 신드롬…영국, 프랑스 등 품절 사태
https://naver.me/GUw8vU9i
노벨상 한강 작품 1분에 136권꼴 팔려…66시간에 53만부 ‘진기록’
https://www.hani.co.kr/arti/culture/book/1162272.html
한국계 美작가 김주혜씨, 러 톨스토이 문학상
https://www.donga.com/news/People/article/all/20241011/130202026/2
(예스24, 한세예스24홀딩스, 예림당, 삼성출판사, 밀리의서재, 웅진, 다산네트웍스, 맥스트 외)

▷전자책 사업하는 맥스트 100% 자회사 “노벨상 검색어 유입 330% 급증… 실적 개선
https://v.daum.net/v/20241014092533962

■ 리디 관련주 상승 이유 : '한강 노벨문학상 수상' 전자책 1위 기업 리디 부각 (10/11 뉴스)
(컴퍼니케이, 에이티넘인베스트, 대성창투 외)

■ 제지 관련주 상승 이유 : ‘한권에 40만원’ 한강 열풍에 책 품절 이어져...인쇄소는 때아닌 잔업
https://www.seoul.co.kr/news/society/2024/10/13/20241013500077?wlog_tag3=naver
(무림SP, 무림페이퍼, 무림P&P 외)

■ 제약 관련주 상승 이유 : 中 빈자리 노리는 K-CDMO, 정책지원 문 열리나
https://www.pharmnews.com/news/articleView.html?idxno=251688
(나이벡, 지놈앤컴퍼니)

▷나이벡, 비만치료제 개발 성과 글로벌 서밋 발표…"위고비 대비 체지방 감소효과 우수"
https://instagram.com/happy_scenario 
"핵심 파이프라인 NP-201, '위고비' 보다 뛰어나…체중감소,근육유지 동시 확인'
https://view.asiae.co.kr/article/2024101409382197734
지놈앤컴퍼니, 암 재발ㆍ치료효과 없는 환자들 희소식…'면역항암제 끝판왕' 연구결과 발표에↑

■ 드론 관련주 상승 이유 : 우리 드론 기업, 미국 진출 문턱 낮아진다
KRAUV-미 노스다코다주, 15일 무인이동체 국제 협력 MOU
https://n.news.naver.com/mnews/article/014/0005252730?sid=105
(제이씨현시스템, 코콤, 피씨디렉트, 베셀, 디티앤씨, 네온테크, 한컴위드 외)

■ 방산 관련주 상승 이유 : “국경선 부근 포병부대 사격준비태세 지시”
https://www.kmib.co.kr/article/view.asp?arcid=0020616635&code=61111611&cp=nv
(코콤, 스페코, 빅텍, 퍼스텍 외)

■ 재건 관련주 상승 이유 : 기세 올리는 트럼프…전국·경합주 '동률', 백인 남성 지지율 압도적
https://n.news.naver.com/mnews/article/277/0005483422
(다산네트웍스, 스페코, 에스와이스틸텍, 에스와이 외)

■ 유리기판 관련주 상승 이유 : AI 시대 유리 기판 시장 주목 (9/29 뉴스)
http://t.me/happyscena 
(제이앤티씨, 필옵틱스, 와이씨켐, HB테크놀러지, SKC 외)

▷필옵틱스, 유리기판 수혜 기대…"메이저 유리 소재사와 가공 업체 납품", '유리 기판 시장 최고의 파트너' 분석의견
https://cafe.naver.com/sscena 
▷하나증권 “SKC, 글라스 기판 시장 내 선도 지위 확보..목표가↑”
http://kpenews.com/View.aspx?No=3403287

■ 사료 관련주 상승 이유 : 러시아, 우크라 곡물수출선 공격 재개…전세계 '식량파동' 오나
https://n.news.naver.com/mnews/article/018/0005857977
https://han.gl/NdZLM
(애드바이오텍, 미래생명자원, 바이오에프디엔씨, 우듬지팜, 농우바이오, 한일사료 외)

■ 개별테마

▷한성크린텍, 수자원공사, SK하이닉스에 반도체용 ‘초순수’ 공급한다
https://www.asiatoday.co.kr/view.php?key=20241013010006295
▷푸드나무, ‘랭킹닭컴’ 푸드나무, 새 최대주주가 300억 투입... 부실 자회사 매각 속도
https://biz.chosun.com/stock/market_trend/2024/10/14/SMYQBWEOUZF2RABF3QJA4XBH5I/?utm_source=naver&utm_medium=original&utm_campaign=biz
▷서울반도체, 아마존과 맞짱 '특허대왕'…매출 19조 유통사 굴복 '가치 ↑'
http://www.edaily.co.kr/news/newspath.asp?newsid=01892566639052920
▷화신, 현대차 인도법인, IPO로 4.4조원 자금 조달한다…22일 상장 예정
https://www.yna.co.kr/view/AKR20241010040000003?input=1195m


더보기 - t.me/happyscena